Recently, according to China Cement Network Market Data Center, some leading enterprises in Guang'an, Luzhou and Yibin areas of Sichuan have lowered cement prices one after another, and China Cement Network has investigated local cement enterprises.
According to a cement enterprise in Guang'an, "the current market recovery is not ideal." The company disclosed that Guang'an's cement supply accounted for 30% of the Nanchong cement market, but the current recovery of market demand in Guang'an and the surrounding Nanchong is very weak. Compared with the same period last year, the recovery of the construction site and mixing station market only reached 30% -40%, and the civil market demand recovered to about 78%.
"Some time ago in the staggered peak, these two days just ignited," the industry also said that due to the implementation of the staggered peak kiln policy in the first quarter, cement stocks have been released, the backlog is not much.
At the same time, due to the geographical advantages of Guang'an and Chongqing, some Guang'an cement enterprises can transport cement to Chongqing market for sale when the local demand is insufficient, so as to alleviate the pressure of supply and demand in Guang'an area and expand new market scope. It is reported that another cement enterprise in Guang'an has chosen to release cement in some areas of Chongqing by virtue of its cost advantage of 10-20 yuan per ton.
Of course, Chongqing Cement will also have an impact on some cement markets in Sichuan along the Yangtze River, among which Yibin and Luzhou are greatly affected. It is understood that the coverage market of Yilu Cement and Chongqing Cement is interlaced, which leads to more severe challenges in the current weak market demand environment in Yilu area.
Specific to Yibin, local cement companies revealed that the current daily sales volume is only half of the same period last year, about 3000 tons, and cement stocks as high as 70%.
Talking about the trend of the cement market in the later period, the enterprises interviewed generally believed that the market demand is expected to rebound after the end of the first quarter, and the cement price will also recover. However, a person who has been working in Sichuan cement industry for many years pointed out that in the long run, cement prices will fluctuate greatly in the future, and may even be below the cost line. Until after years of market competition, some enterprises can not withstand the pressure to withdraw from the market, cement prices are likely to return to high levels again.
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. China Cement Network helps the upstream and downstream enterprises in the cement industry chain to strengthen cooperation and cooperation from the perspectives of supply, demand, macro-economy, technological progress and industrial upgrading, and jointly promote the cement industry to 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!
