The drama of major cement enterprises seizing market share has been staged in Hunan.
According to the China Cement Network Market Data Center, affected by the recent rainy weather, the overall market demand and sales of Changsha-Zhuzhou-Tan are weak, and the shipment situation of enterprises is poor. In order to seize the market share, the leading enterprises in Changsha-Zhuzhou-Xiangtan region lowered the cement price by about 15 yuan/ton. On the whole, the recovery of market demand is slow.
"Conch, Red Lion, Huaxin and Nanfang are all grabbing." A person in charge of a cement enterprise in Changsha said. According to the feedback from
many cement enterprises, since the beginning of the year, Hunan region has been underemployed, with low demand and low shipments. In order to seize market share, leading enterprises have begun to take action, and the price reduction is true. As can be seen
from the 2023 Top 100 List of China's Cement Clinker Production Capacity released by China Cement Network, The enterprises with the highest annual clinker production capacity in Hunan are Zhongnan Cement, Conch Cement , Huaxin Cement and Red Lion Group . The clinker production capacity of the four enterprises accounted for 75.54% of the province. In other words, these four enterprises "fight" and the whole province has to "shake three shakes".
In addition, China Cement Network understands that Changsha-Zhuzhou-Xiangtan area, as a key development area in Hunan Province, is also the main focus of cement demand, and the price of cement is higher than that of other areas in the province. Previously, Zhongnan Cement had a strong control over the Changsha-Zhuzhou-Xiangtan region, and the market was relatively stable. "Zhongnan Cement does have regional advantages here, but there is no cost advantage." The head of a local cement enterprise said frankly that from this point of view, it remains to be seen who will win or lose the local share battle.
In view of the situation of "sword shadow" after the beginning of the year, cement enterprises in Hunan region are not optimistic about the situation in 2024. A person in charge of a cement enterprise
in Yueyang said that 12 high-risk debt provinces should suspend infrastructure projects in an all-round way this year. Affected by this, the rest of the provinces will probably be more cautious in infrastructure investment projects, while the recovery of real estate will take time. All kinds of situations show that the situation will be more severe this year.
At present, the national market demand is shrinking and the profitability is weakening. How should cement enterprises spend their time? What challenges and opportunities will we face in the future?
On March 28-29, China Cement Network will hold the " 13th China Cement Industry Summit and TOP100 Award Ceremony " in Hangzhou, which will invite experts and scholars, China Railway and other construction units to discuss the new trend of future cement industry development and cohesion. Create the future together! At the meeting, Li Kunming of the Cement Big Data Research Institute will give a brilliant speech on the development trend of the cement industry. Hurry up to sign up!
