Recently, some major enterprises in Shijiazhuang, Hebei, notified an increase in cement prices by 30 yuan/ton. What are the reasons for this price increase? How about the specific recovery of Hebei cement market?
"Our enterprise cement price increase of 30 yuan/ton, this price increase is mainly due to the winter heating peak staggering production led to the increase in clinker prices, the downstream market recovery in general." A person in charge of an enterprise in Shijiazhuang said that the normal production of the cement plant will have to wait until mid-March. For the downstream market, the construction site has been entering the market one after another, and it will not return to normal level until the end of March every year. A person from a cement enterprise in northern
Hebei said that the market has not yet started. At present, the enterprise is still in the process of stopping kiln maintenance. Production is not expected to resume until mid-March.
"We are still in the state of off-peak shutdown, and we don't know much about the recovery of the downstream." An industry insider in Jizhong said.
"Enterprises are currently in shutdown.". Because of the early start of peak staggering last year, we have no clinker stocks and cement mills can not produce. A person in charge of a cement enterprise in southern Hebei said that at present, the downstream recovery is very slow, and there is basically no demand for cement.
Talking about the view of Hebei cement market in 2024, an insider in northern Hebei revealed that the market demand was low in 2023, coupled with the impact of low-price cement in Northeast China, the local price was difficult to rise, and this situation may continue in 2024. Some people
think that the demand for cement in Hebei will not be particularly large, and it will be good if it can be equal to that in 2023; others think that 2024 is a big year for infrastructure construction, and the country will expand domestic demand, vigorously carry out infrastructure construction, highway, high-speed rail, pumped storage power stations and other major projects, and the economic recovery will be conducive to supporting the demand for cement.
However, whether the market can rise depends mainly on the competition and cooperation relationship between enterprises.
Cement industry has serious overcapacity, the impact of peak staggering production on the supply side has declined significantly, the "competition and cooperation relationship" formed over the years has broken down, and the pressure of industry operation has doubled. How should the cement industry get out of the predicament and face the new cycle?
On March 28-29, China Cement Network will hold the "13th China Cement Industry Summit and TOP100 Award Ceremony" in Hangzhou, during which awards will be given to top 100 cement and supplier enterprises, and experts and scholars will be invited. China Railway and other construction units jointly discuss the new development trend of the cement industry in the future, and work together to create the future!
