2.25 Cement Morning Post: the price of cement falls at the beginning of the year, waiting for the peak season; the price of cement in central and southern Jiangsu rises; the price of cement in Chuzhou, Anhui rises

2025-02-25 07:02:02

What is happening in the cement industry?

1, cement net video: cement prices fall at the beginning of the year: normal adjustment, ready to look forward to the peak season! After

the Spring Festival, the resumption of work was slow, the price of cement across the country fell, and prices in many places fell. According to the law over the years, the spring price callback is the norm, March-May is the peak season for construction, enterprises reduce prices to inventory at the beginning of the year to prepare for the rebound in production capacity and prices, and the current price fall is a routine adjustment. The general manager of China Cement Network pointed out that the price trend in 2024 has returned to the normal rising peak rule. At the beginning of the year, affected by weather, personnel on duty and other factors, the price was low and normal, and the price of clinker along the Yangtze River was raised by 10 yuan/ton or to cope with the strategy of small peak season.

2. Cement Net News: The price of cement in the central and southern areas of Jiangsu has been generally increased

. The price of cement in the central and southern areas of Jiangsu has been generally increased. According to China Cement Network, the recent recovery of market demand in Jiangsu has accelerated, the shipment volume of enterprises has increased, and affected by the price increase of clinker and surrounding markets, enterprises have a strong willingness to raise prices. From 21-24, major manufacturers in Nanjing, Yangzhou, Taizhou, Nantong, Yancheng, Suzhou, Wuxi and Changzhou have successively notified that the price of high-standard bulk cement will be raised by about 20 yuan per ton, and other industries in the region will follow up.

3. Cement Net News: The price of cement in Chuzhou area of Anhui Province has been raised

. The temperature in Chuzhou area of Anhui Province has risen and the demand has recovered. The engineering units have started construction. From the 23rd, the leading enterprises in the region have been notified to raise the price of high-standard cement by 20 yuan/ton to increase profits. It is expected that the surrounding enterprises will follow up one after another, and more market dynamics related to Anhui cement prices need to be further tracked.

4. The price of cement fell at the beginning of the year: normal adjustment, slow resumption of work after the Spring Festival in the peak season

, the national cement market fell, and prices in many places fell. According to the law over the years, the price callback at the beginning of spring is normal, and the traditional construction season is from March to May. At the beginning of the year, enterprises reduce prices to inventory and store potential energy. The trend of cement price index in recent years shows that the peak period of price rise is usually from March to May and from September to November, and this rule has been restored in 2024. At the beginning of the year, the price was low and normal due to weather, personnel arrival and other factors. In order to cope with the small peak season, China Cement Network will hold a summit in March 2025 to discuss the plight of the industry.

5. Cement Net News: The price of cement in southern Hebei was raised

. According to the data center of China Cement Net, the temperature in Shijiazhuang and its surrounding areas in Hebei has risen recently, and the cement market has gradually recovered. In order to improve profits, leading enterprises in southern Hebei (Shijiazhuang, Hengshui, Xingtai, Handan and other places) notified cement prices to rise by 50 yuan per ton and clinker prices to rise by 30 yuan per ton on the 23rd. However, at present, the recovery of terminal demand is slow, the start-up rate of some mixing stations and construction sites is low, and the specific market dynamics need further follow-up and observation.

6. A 5000t/d clinker line project in Shanxi plans to introduce 300 million yuan

of private capital. On February 21, Shanxi released the list of the first batch of projects recommended to private capital in 2025, totaling 60, with a total planned investment of 62.2 billion yuan and the introduction of 22.7 billion yuan of private capital. Among them, the industrial projects include the supporting project of Longxiang Building Materials New Dry Cement Production Line with a daily output of 5000 tons of clinker, and the main construction contents include the purchase of various equipment. The total investment of the project is 1.05 billion yuan, which is under construction. It is planned to introduce 300 million yuan of private capital, and the return mechanism is pure market-oriented operation.

7. Ranking of opening rate of cement kilns in each province! Which province has the highest rate of kiln opening? During the period from February 10 to 16,

2025, Hebei Province ranked the highest in terms of the opening rate of cement kilns in all provinces with 35.81%. Data from cement big data (https://data.ccement.com/), updated on February 21, 2025. It should be noted that these data are calculated according to the big data platform of China Cement Network, and the kiln opening rate may be different from the actual situation. This ranking is for reference only.

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