4.15 Cement Morning Post: East China, Jiangxi and Northeast Jiangxi Cement Prices Rise; Tianshan Shares 2024 Cost Reaches a New Low; Central South and Hunan Cement Prices Retreat 4.7-4.11

1 . Weekly Report of Cement Network: The price of cement in Northeast Jiangxi in East China continued to rise by 30 yuan/ton (4.7-4). Some manufacturers in Huai'an in northern Jiangsu increased by 10 yuan/ton, while other regions were temporarily stable. Some manufacturers in the coastal areas of Zhejiang raised the price by 20 yuan/ton, and the implementation remains to be observed. Prices fell in some parts of Anhui. Prices in some parts of Fujian fell back before Fuzhou and other places had a slight decline. Prices in Ji'an, Jiangxi, have fallen after rising, and there are plans to raise prices in western and southern Jiangxi. Demand in Shandong is weak and prices have fallen slightly. It also introduces the bankruptcy of concrete enterprises, the capacity replacement of cement production lines and the operation of cement kilns.

2、 Tianshan Cement Co., Ltd.: 2024 Cement

3 . Weekly report of cement website: cement prices in the central and southern regions of Hunan and Hubei are fully withdrawn (4.7-4.11)

4.7-4. The price of cement in the Pearl River Delta of Guangdong is not stable after rising, and the subsequent operation may be weak; the transaction price in some areas of Guangxi is lower, and the leading enterprises will stabilize the price; 4 . Weekly Report of Cement Network: The price of cement in Yunnan in Southwest China tried to rise again (4.7-4.11)

4.7-4. Prices in some areas of Sichuan fell. For example, Nanchong and Guang'an took the initiative to pull back, Zigong and Neijiang showed signs of loosening, and Panxi region was affected by Yunnan, but the demand needed to be improved. Chongqing is stable. Many places in Yunnan tried to raise prices after the implementation of the policy of off-peak kiln shutdown eased the inventory pressure, but the lack of demand support and the spillover impact of low-price products made the price increase uncertain. Bijie Prefecture in Guizhou notified the price increase, but it was difficult to implement. It also mentions the industrial information of relevant enterprises and the problems of cement industry in the past ten years.

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7. Total investment 9. The project will start in August 2022, with a total investment of 9. The output value after production is not less than 600 million, the total annual profit is 160 million, and the tax revenue is 0. Current production capacity of clinker production line under construction 2271.8

. Cement network data: Summary of national cement price adjustment information (4.7-4). Some areas in the north where prices fell in the early stage have recently risen to promote stability; in the south, prices are mixed, prices in areas where demand recovers slowly have fallen, and the effect of a small number of areas where prices have risen is to be tracked. The article lists the situations in various places, for example, the coastal area of Zhejiang is driven by the surrounding areas to raise the price to be observed; the price of Henan is not good at pushing up in the early stage, and some prices are raised on the 11th to be observed; the prices in different areas of Jiangxi are rising and falling, as well as the adjustment of cement prices in Hunan, Liaoning, Guizhou, Jiangsu and other places.