1.14 Cement Morning Post: 1.6-1.12 National Cement Price Adjustment; Liaoyuan North Cement Capacity Replacement Announcement; the 2nd Cement Steel Weekly in 2025

2025-01-14 07:02:05

What is happening in the cement industry?

1. Cement network data: Summary of national cement price adjustment information (1.6-1.12)

Summary of national cement price adjustment information on January 6-12. Last week, the national cement price was still mainly down, the demand for off-peak production in the north was reduced, and the market was stable; the price of construction in the south was weak. The price of cement in Nanjing, Jiangsu dropped by 20 yuan/ton on the 8th and Zhenjiang later; the price of cement in Wuhu, Anhui dropped by 30 yuan/ton on the 9th; the price of cement in Henan rose by 30 yuan/ton on the 9th, but the market was close to the end; the price in Kunming, Yunnan and other places dropped by 20 yuan/ton at the beginning of the month. More data can be found in cement big data (https://data.ccement.com/).

2. Announcement of Supplementary Capacity Replacement Plan for 4250t/d Cement Clinker Project of Liaoyuan North Cement Co., Ltd!

On January 10, Jilin Provincial Department of Industry and Information Technology issued a replacement plan for the 4250 tons per day cement clinker project of Liaoyuan North Cement Co., Ltd. In accordance with the requirements of the relevant documents of the Ministry of Industry and Information Technology, the scheme will be publicized after verification for a period of 10 working days, and public supervision is welcome.

3. Cement Network Weekly Report: Cement & Construction Steel Market Monitoring Weekly Report (1.6-1.12)

, Phase 2, 2025 Weekly Report on Market Monitoring of Construction Steel Products (1.6-1.12): The National Cement Price Index (CEMPI) closed at 127.55 points, down 1.56% month-on-month and up 13.48% year-on-year; The Yangtze River Cement Price Index (YRCEMPI) closed at 125.06 points, down 3.71% on a month-on-month basis and up 10.33% on a year-on-year basis; the National Clinker Price Index (CLKPI) closed at 132.17 points, down 2.36% on a month-on-month basis and up 16.97% on a year-on-year basis.

4. "Technical Standard for Durability of Concrete Structures in Coastal Engineering" will be formally implemented

on January 1. "Technical Standard for Durability of Concrete Structures in Coastal Engineering" (GB/T 51464-2024) will be implemented on January 1, 2025. This standard is applicable to many links of concrete structures in coastal engineering, and the goal is to ensure that the structure reaches the predetermined working life. The adopted durability quantitative design theory and technology solve the problem that the traditional design technology is difficult to give consideration to both strength and durability, and also solve the defect of durability qualitative design in the current standard, promote the technological progress of the industry, and realize the standardization and standardization of the durability quantitative design technology of coastal engineering concrete structures.

5. Cement Net Report: Concrete Price Index Operation Monitoring Report

for the Fourth Quarter of 2024 The National Commercial Concrete Price Index (CONCPI) for the fourth quarter of 2024 decreased by 2.22% on a month-on-month basis, narrowing the decline compared with the third quarter. As the temperature goes down, the intensity of terminal construction declines, and the shipment volume decreases, the price declines, but the price rises slightly in the south due to stable demand and cost support. Regionally, the price decline in most regions narrowed, and North China and Northeast China were weaker than previous quarter. Prices in nearly 80% of provinces and cities fell annually, with Tianjin and Beijing falling ahead and prices rising in four provinces and cities. Compared with the same period last year, prices are still mainly falling, with a year-on-year increase of 7.93% in Northeast China.

6. Concrete video: The listed company divested its concrete assets

. On January 9, Chongqing Sansheng Industry (the main business of concrete and medicine) issued a draft reorganization plan to divest its concrete assets and retain Chongqing Chunrui Pharmaceutical and Jilin Liaoyuan Baikang Company. It will also be injected into Hebei Jiheng Pharmaceutical Industry under the new owner Jiheng Group in due course. A total of 11 cement clinker production lines were put into operation in

2024, with a total production capacity of 14.74 million tons

. In 2024, 11 cement clinker production lines were put into operation in China, with a total production capacity of 14.74 million tons, representing a year-on-year decrease of about 43%. These production lines are distributed in East China, Northwest China, Central South China, North China and Southwest China, of which there are four in East China, with a capacity of 5.89 million tons, accounting for 22.8%, two in Northwest China, two in Central South China, two in North China and one in Southwest China.

8. Concrete Price: Weak Operation National Concrete Market List (1.6-1.10)

January 6-10 National Concrete Market Weak Operation. In East China, the concrete market is weak or may go down due to lower demand in most places and falling prices of raw materials. Prices in central and southern China are weak, demand in Guangdong and Guangxi is declining and cement prices are temporarily stable after falling, similar to those in the two lakes region. Lower demand and weaker prices in southwest China. Demand in North China declined in the off-season, prices were weak, and some areas declined. Northwest China has low demand and weak market, while Shaanxi is stable. Northeast China's market has ended demand stagnation and prices have weakened. On the whole, concrete prices are mostly weak due to factors such as approaching the Spring Festival, reduced demand and raw material prices.

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Correlation

The middle and lower reaches of the Yangtze River are the main demand market for sand and gravel aggregates, with a total annual demand of nearly 5 billion tons. Hubei is located in the middle reaches of the Yangtze River, with natural geographical advantages, while relying on the advantages of water transportation, the production of sand and gravel will be transported to the downstream Yangtze River Delta hot sand and gravel market.