1.11 Cement Morning Post: Digang Conch Clinker Capacity Replacement Announcement; Central and South Pearl River Delta Cement Price Decline; Super Enterprise Bankruptcy (Concrete)

2025-01-11 07:02:02

What is happening in the cement industry?

1.

Cement prices of some enterprises in the Pearl River Delta in central and southern China continued to decline by 10-20 yuan (1.6-1.10)

. Cement prices of some enterprises in the Pearl River Delta in central and southern China continued to decline by 10-20 yuan. However, the leading enterprises planned to raise the price around the 12th; the price of cement in most areas of Guangxi dropped; the price of cement in many places of Hunan was adjusted back to 20-30 yuan/ton; the market in Hubei did not change much, mainly to stabilize the price; Henan pushed up 30 yuan/ton again on January 9, but the strength was not strong. It also involves relevant industrial information, such as the announcement of capacity replacement schemes for cement projects in Henan and Hubei, the price difference of C30 concrete in Hunan Province, and the cost reduction and water efficiency of cement enterprises.

3.

4 . Weekly Report of Cement Net: The cement price in Northwest China is mainly stable as a whole (1.6-1.10).

According to the information from China Cement Net Market Data Center, 1.6-1. The market demand in Gansu, Qinghai, Ningxia and Xinjiang is weakening, and the shipment volume of manufacturers is low but the price is stable. Prices in Shaanxi are also stable. At the same time, it also mentioned the recognition of Tongchuan Company of Yaobai Cement Group, the selection of energy efficiency benchmarking enterprises in Shaanxi, the pilot certification of carbon footprint of cement products in Yinchuan, Ningxia, Song Zhiping's views on the operation of 2025 enterprises, as well as the analysis of the operation of the cement market in 2024 and the outlook for 2025, including the new low output of cement, the decline in profits, and the decline in demand or average price in 2025.

5 . Weekly report of cement website: The quotation of cement in Zhejiang and Fujian in East China is temporarily stable (1.6-1.10)

. During the week (1.6-1), the price of cement in many places in Jiangsu is lower, with a cumulative decline of 50-60 yuan/ton in some enterprises, and Nanjing and other places are still falling. Some enterprises in Anhui have a cumulative decline of 30-40 yuan/ton and the price has a downward trend. Cement prices in Jiangxi have been adjusted back. Shandong price fluctuation remains to be observed. In addition, it also reported the cooperation between Conch Group and Ningde Times, the appointment and removal of personnel of Huarun Building Materials Science and Technology, the renewal of equipment issued by two ministries and commissions, the release of cement quality standards and the use of biogas in cement plants to reduce costs and other related industrial information.

6.

7 . Weekly Report of Cement Network: The demand for concrete is further weakening, and the market price is weakening (1.6-1.10)

. From January 2 to 8, the national concrete price index fell on a month-on-month basis. 1. Regionally, the price index of the six regions all fell. Central South and Southwest fell ahead. Among the 29 provincial capitals, the average price of Kunming and other places dropped considerably. Upstream raw material prices continue to fall, and costs support fatigue. In the next ten days, the precipitation will be less, the temperature will change, and the low temperature along the coast will be unfavorable for construction. Near the end of the year, the shutdown of downstream projects increased, shipments declined, partial stagnation, raw material prices fell further, the off-season characteristics of the domestic concrete market next week were more obvious, and the focus of transactions declined steadily.

8 . Weekly report of cement network: The price of commercial concrete in the northwest region is weak (1.6-1). The market demand in the region has ended and the scope has expanded. Most of the projects in Gansu, Qinghai, Ningxia and Xinjiang have been suspended, with only a small amount of construction. The overall market is weak due to the extremely low demand. However, the market price in Shaanxi has remained stable recently.

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Correlation

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