6.28 Cement Morning Post: Conch Acquires Assets of Western Cement in Xinjiang; Iraqi Cement Plant Is Hit by Unknown Object; Cement Enterprises' Entry into Africa Is Challenging

2025-06-28 07:32:04

What is happening in the cement industry?

1 . Comments of Cement Net: Conch acquired the assets of Western Cement in Xinjiang, and new progress was made in the merger and reorganization of the industry! At present,

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5 . Weekly Report of Cement Network: The price of cement in the Yangtze River Delta region is still in the downward stage (6.23-6.27)

. The price of cement in the Yangtze River Delta region is in the downward stage (6.23-6.27). Affected by the surrounding areas, the transaction price in Shanghai declined; The demand for more rain in Jiangsu is weak, and the price in many places basically falls back to that before the rise at the beginning of the month, and some of them still have a downward trend; the demand for high temperature in Meiyu in Zhejiang is weak, and the price falls; the market in Anhui is weak, and the price even continues to fall before the rise; the price in Fujian is adjusted back in the off-season and some of them are still falling; the price in Jiangxi is affected by Meiyu; Shandong off-season supply and demand double weak price pressure downward, July kiln shutdown or support supply, but weak demand inventory pressure.

6 . Weekly report of cement website: The cement price in the south market was pushed up against the trend, and the implementation remained to be observed (6.23-6.27)

6.23-6. The cement price in Hubei was adjusted back after a short period of price increase, and the demand in Hunan stagnated due to rainfall, and the price may continue to decline. Henan cement price is at a low level, and enterprises are under great pressure. Although the price is notified to be raised by 30 yuan/ton, the implementation of weak demand remains to be observed, and the demand in the region is insufficient and the inventory is large, so the plan of off-peak kiln shutdown will be launched. Although the price of the southern market has been pushed up, the overall situation is affected by many factors, and the implementation remains to be observed.

7 . Weekly Report of Cement Network: Affected by the weather, the price of cement in southwest China continued to decline (6.23-6.27)

6.23-6. The continuous rainfall in various places made the price of cement show a downward trend. Only a few areas push up, but the implementation is unpredictable. Affected by rainfall, the demand in Sichuan and Chongqing is weak, the shipment volume is reduced, the inventory is high, and the price of cement in many places is reduced. Yunnan-Guizhou region has also been impacted by rainfall, Yunnan cement prices have been lowered in many places, although the Pu'er Tea has been pushed up by manufacturers, but the results are to be determined; 8. Cement Weekly: Cement enterprises in southern Hebei try to raise prices. Market reaction remains to be observed (6.23-6). Cement prices in the central and western parts of Inner Mongolia declined, while the eastern quotation was temporarily stable but the transaction was cold. Although Shanxi staggered peak production, inventory digestion was slow and sales did not rebound significantly. Inner Mongolia is affected by the control of key projects and the downturn of real estate, and the demand for building materials is shrinking. In a word, the market reaction of price increase in southern Hebei remains to be observed, and the cement market in Shanxi and Inner Mongolia is weak.

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Correlation

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