In late June, cement prices in the Yangtze River Delta region fell again under pressure. Affected by the high temperature of Meiyu since June, the overall performance of terminal demand is weak, coupled with the general implementation of kiln shutdown, the inventory continues to be at a high level, which brings great pressure to cement prices.
China Cement Network Market Data Center shows that in the middle of last month, major enterprises in Zhejiang Province generally notified an increase in cement prices by 20-30 yuan/ton, but from the current market price point of view, the implementation of the local market is not ideal, the mainstream implementation range is only about 10 yuan/ton, and some enterprise prices have even returned to the pre-rise level. Around
June 17-18, in Nanjing, Zhenjiang, Yangzhou, Taizhou, Nantong, Suzhou, Wuxi and Changzhou markets in central and southern Jiangsu, some enterprises have lowered cement prices by 15-20 yuan/ton, and the rest of the industry in the region will follow up the adjustment. The situation in
Anhui Province is also not optimistic. Since June 8, the leading enterprises in the province have tried to push up the price by 20-30 yuan/ton, but the actual implementation resistance is greater. At present, some markets have been adjusted back to the level before the rise, while the rest of the regional enterprises are temporarily stable and wait-and-see. However, due to factors such as inventory pressure, the expectation of follow-up downward adjustment has been increasing in recent days.
In addition, the clinker market along the Yangtze River has also weakened synchronously, with prices falling by 20-30 yuan/ton, and the inventory of major enterprises is about 4-6%.
From the rising price of clinker and cement to the falling price, the price rebound in the Yangtze River Delta region is like a "flash in the pan". Previously, many people in the industry believed that under the background of heavy pressure on the demand side, it was unreasonable to raise the price of cement, "simply raising the price for the sake of raising the price is harmful to the long-term development of the industry".
More importantly, as an important market along the Yangtze River, it is still unknown whether this round of price reduction will cause a greater shock.
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