10.12 Cement Morning Post: East China Cement Price Drops; Central South Cement Price Rises in Peak Season; Southwest Cement Demand Under Pressure

1、 Cement Weekly: Prices in the Yangtze River Delta in East China are not well implemented, and many places have fallen back to the level before the rise (10.6-10.11)

. In late September, many provinces in East China

2 . Weekly Report of Cement Network: Central and South China has entered the traditional peak season, and the willingness to raise prices has increased (10.6-10.11)

10.6-10. Due to the slow progress of the project and more rain, the price of cement in northern Guangdong and the Pearl River Delta has fallen; Affected by the typhoon, the demand in Guangxi stagnated for a short time, and now it is slowly recovering, and the price is more stable; although the price in Hubei is raised, the demand is weak, the inventory is high, and it is difficult to implement, so the kiln is shut down or the supply is supported in October; the enterprises in Hunan have tried to raise the price for many times, but the inventory is medium and high, and the demand support is insufficient, and the effect is to be observed; Henan staggered peak kiln after the price fell, the end of the kiln supply recovery, demand warming to be observed, enterprises more stable price shipments.

3 . Weekly report of cement network: Southwest cement market is under pressure, demand is weak and price is loose (10.6-10.11)

10.6-10. Sichuan and Chongqing are affected by both rain and weak demand. Although the implementation of off-peak production is good, the inventory is high, the actual transaction price of some enterprises has declined by 10-20 yuan/ton, and the external quotation is weak and stable. Yunnan and Guizhou are also under pressure. In the fourth quarter, Yunnan plans to stop kilns for 50 days. The transaction price of some manufacturers in Zhaotong has fallen, the demand is weak, and the shipment is only 3-4% after the rise. In the fourth quarter, Guizhou stops kilns for no less than 65 days, the demand is low, the inventory pressure is high, the implementation of the price increase before the festival is poor, the price of individual enterprises is declining, the quotation is weak and stable, and the follow-up market needs continuous attention.

4. Dalian Shanshui 5000t/d clinker production line was replenished

on October 10. Department of Industry and Information Technology of Liaoning Province to Dalian The https://price.ccement.com/brandnewslist-1-1000155. of Dalian Shanshui will be as follows: 1. The announcement means that Dalian Shanshui has entered the public stage to supplement its production capacity on the basis of a clinker production line with a daily output of 5000 tons. Subsequently, or according to this plan, the production capacity adjustment will be promoted to meet the production needs of enterprises.

5. Cement Network Weekly Report: Northwest cement market remained weak and stable, with limited fluctuations (10.6-10.11)

. Cement Network Weekly Report (10.6-10. Some enterprises in Ningxia tentatively raised prices by 20 yuan/ton before the festival, due to weak demand and insufficient implementation. The price in Shaanxi is stable in stages; Qinghai is affected by the end of the project, and the demand contraction leads to the price decline; Gansu does not have the conditions for price increase due to inventory pressure and insufficient construction of new projects. In view of the weak supply and demand situation, it is expected that the fluctuation space of cement price in Northwest China will be limited in the short term.

7 . Weekly Report of Cement Network: The demand is insufficient, and the cement market in Northeast China is weak (10.6-10.10). The market in Northeast China entered the final stage. Before the festival, the three provinces notified to raise the cement price but did not implement it, and the quotation of leading enterprises did not change much compared with that before the rise. Mainstream transactions in central Liaoning maintained the level before the rise, while the demand in Changchun and Harbin was weak, the market situation was not good, the focus of transactions continued to move down, the overall market performance was sluggish, and the follow-up may still be constrained by demand factors.

8. Cement Network Weekly Report: The cement market in North China tries to push up, and the implementation is different (10.6-10.11)

10.6-10. In the Beijing-Tianjin-Hebei region, only a few customers implemented the promotion in southern Hebei before the festival. On October 2, it was difficult to implement the promotion in northern Hebei due to rainfall and insufficient follow-up by private factories, and the overall price did not change much. Driven by off-peak production and rising costs in Shanxi, enterprises in Taiyuan, Xinzhou and other places notified to raise the ex-factory price by 10-30 yuan/ton, but the construction demand is weak and the implementation is difficult. As the temperature in Inner Mongolia drops or enters the off-season ahead of schedule, construction projects end, transactions shrink, and enterprises mainly stabilize prices.

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