4.19 Cement Morning Post: Red Lion Cement was reported to be overproducing; cement prices in some areas of East China dropped; Conch Cement was a candidate for the 10th board of directors.

2025-04-19 07:02:43

What is happening in the cement industry?

1. Cement Network Video:

Cement prices in the Yangtze River Delta and Fujian in East China dropped slightly (4.14-4.18)

4.14-4. Many places in the Yangtze River Delta were affected by inventory rebound and low prices of some enterprises. Prices are stable and falling, such as some enterprises in Jiangsu, Zhejiang and Shanghai, and prices in northern Anhui are slightly lower. Prices in Fujian have fallen due to inventory pressure and low prices. The price of cement in Jiangxi has been notified to rise, but the actual implementation range is limited. The market in Shandong is still weak. At the same time, it mentioned that a new batch of major projects started to boost the demand for cement, as well as the relevant industrial information of the cement industry, such as the selection of key projects by enterprises, penalties for safety accidents, etc.

3. 4 . Weekly report of Cement Net: The price of cement in the Pearl River Delta of Guangdong in the central and southern regions fell back after rising, and the follow-up market was not optimistic (4.14-4. After the price of cement in the Pearl River Delta of Guangdong was raised on April 3, the price was lowered again due to the increase in the amount of foreign cement, and some of them had fallen to the level before the rise. The demand for inventory recovery in Guangxi is low, and some enterprises have lowered their prices in the peripheral market. Prices in Hubei are stable and demand is weak. Prices in Changsha-Zhuzhou-Xiangtan and other places in Hunan fell again. Prices in Henan fell due to poor demand after rising on April 11. In addition, the industry has carbon market inclusion, kiln shutdown plan, enterprise cost reduction, major project start-up, tariff impact and other related information.

5 . Weekly Report of Cement Network: The price of cement in the main city of Chongqing in the southwest region declined (4.14-4.18).

The cement market in the southwest region is as follows: the demand for cement in the main city of Chongqing is weak and the price is lowered; The market in Sichuan is stable as a whole and the off-peak production is in order. In the first quarter of 2025, the cement output will decrease compared with the same period last year. Yunnan will start the second round of price increase but push up the fatigue; Demand in Guizhou is poor. Previously, some enterprises failed to implement the price increase in place, and most

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8 . Weekly Report of Cement Network: The price of cement market in Northeast China is stable and waiting to rise, and the kiln shutdown plan affects the price (4.14-4). The article also mentions the relevant data of industrial added value above the scale of Liaoning Province, the details of the operation of cement kilns in Liaoning Province, the establishment of new companies in Jilin Yatai and other related industrial information. As well as the cement industry in the enterprise self-discipline and off-peak production market or return to normalization, the first quarter of the national cement production has a certain decline and so on.

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