. According to the big data of China Cement Network, at least 120 clinker production lines have been withdrawn from China since 2024. The total production capacity is about 9,363. Among them, CNBM accounts for the largest proportion, with 39 production lines withdrawn, with a production capacity of about 33.0615 million tons, covering 16 provinces and 30 cities; Conch Cement takes the second place, with 16 production lines withdrawn, with a production capacity of about 14.415 million tons, covering 5 provinces and 12 cities; Huaxin Cement, Taiwan Cement, Shanshui Cement and other enterprises have withdrawn 3-4 clinker lines, with a total production capacity of about 932. For more information, please pay attention to the big data of the cement network.
2. 11.17-11.21 East China Yangtze River Delta 4. 5、 6. Yongdeng " 7. Cement Network Weekly Report: Southwest China's demand continues to be poor. After the rise of cement price, the implementation was sluggish (11.17-11.21) 11.17-11. The demand in Sichuan and Chongqing was weak, most clinker production lines were shut down for maintenance, the price rose for many rounds in the early stage, but the high inventory restricted the implementation, and the actual transaction price in some areas such as Chongqing and Yuxi fell by 10-20 yuan/ton. Quotations in other areas are relatively stable. Affected by the overcast and rainy weather and cooling, the demand of Yunnan and Guizhou is low, and there is no significant increase in the volume of storage. Yunnan has repeatedly pushed up prices to stabilize, although Guizhou Qianzhong issued a price increase notice, but the terminal demand support is insufficient, price implementation remains to be observed. . Gansu, Ningxia and other places have significantly reduced demand and are close to the end; Xinjiang and Qinghai are affected by cooling and snowfall, and construction sites are generally shut down. Among them, the Xinjiang region is the market layout at the beginning of next year, and the price recovery strategy may be launched at the end of the year. As the temperature continues to decrease, the off-season characteristics of the northwest cement market become more and more obvious.
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