5.10 Cement Morning Post: The price of cement in the Yangtze River Delta in East China fell by 5.6-5.9; 9 cement enterprises entered the list of carbon markets in Xizang; the price of cement in Henan

1 . Weekly Report of Cement Network: The price of cement in the Yangtze River Delta market in East China has a significant downward trend (5.6-5.9)

5.6-5. Affected by the periphery, the shipment volume of enterprises in Shanghai is not high, and the price has been lowered. Prices may continue to fall; enterprises in many places in Jiangsu have lowered prices, and prices in northern Jiangsu will also be lowered; prices in all parts of Zhejiang have generally fallen for a round, and the subsequent stability is weakening; prices in Anhui have generally fallen and demand is weak; some transaction prices in Fujian have fallen, and may start to fall in the middle of the year; prices in many places in Jiangxi have fallen, demand is weak, inventory competition has intensified; prices in many places in Shandong have fallen, demand is weak, inventory digestion is slow, and prices are under pressure in the short term.

4 . Weekly Report of Cement Network: The price of cement in southern Hebei in North China tried to push up (5.6-5.9).

The price of cement in southern Hebei in North China tried to push up 20-50 yuan/ton (5.6-5). Enterprises are under great pressure to push up, but the current market demand recovery is not good and the surrounding low-price competition makes it difficult to implement. Shanxi market, Jinzhong, Jinnan and other places after the decline in prices, inventory rose, Jinbei by the impact of low prices, enterprises have reduced prices. In order to maintain the inventory in the central and western parts of Inner Mongolia, the kiln shutdown plan was implemented in May, and the weak balance between supply and demand was difficult to break in the short term.

5 . Weekly Report of Cement Network: The price of cement in Northeast China continued to rise, and Liaoning led a new round of price increase (5.6-5.9)

5.6-5. Major enterprises in Liaoning led the fourth round of price increase on May 9, with a range of 30 yuan/ton. PC42. On May 1, Heilongjiang and May 9, Jilin notified the price increase of 30 yuan/ton respectively. Heilongjiang and Jilin in the region have also followed up the price increase in Liaoning, which shows that the cement enterprises in Northeast China have taken unified action to improve their profitability, and the specific price increase in Heilongjiang and Jilin remains to be further tracked and observed.

6 . Weekly report of cement network: cement prices in many markets in central and southern China declined weakly (5.6-5.9)

5.6-5. Affected by May Day and rain, the demand in Guangdong was weak, some manufacturers in western Guangdong lowered their prices, and the prices in the Pearl River Delta and northern Guangdong were temporarily stable; Affected by the rain in Guangxi, the demand is poor and the inventory is rising, so some enterprises have lowered the price, and the subsequent overall reduction is expected to be large; the demand in Hubei is general, the implementation of off-peak kiln shutdown is not good, and the price in eastern Hubei fluctuates downward; the demand in Hunan is weak due to the rain, and some manufacturers secretly lowered the price; the price in Henan fell again after May Day, the demand declined, and the market wait-and-see sentiment is strong as the kiln shutdown plan is approaching.

7 . Weekly report of cement website: the cement market in the northwest region continued to be weak (5.6-5). The price in Guanzhong of Shaanxi went down, the contradiction between supply and demand was difficult to ease and the competition intensified; Ningxia was in the price depression, the inventory under the kiln shutdown was controllable, but the demand was low and the price showed signs of loosening; the demand in Gansu did not improve; Although the demand of Qinghai and Xinjiang is gradually recovering, the market confidence is insufficient. On the whole, many places in Northwest China are caught in the dilemma of "price for quantity", the implementation of regional coordinated production restriction is weak and the demand is weak, and the short-term cement price may continue to be weak.

8 . Weekly report of cement network: weak operation of cement market in southwest region (5.6-5.9)

5.6-5. Prices in Chengdu, Chongqing and other places in Sichuan-Chongqing region dropped by 10-20 yuan/ton. Although the demand has recovered, the momentum is weak. Prices in southern Sichuan have also declined due to insufficient demand, weak market demand recovery and fierce supply competition. Yunnan market demand continues to be depressed, Kunming enterprises do not implement the staggered peak kiln price reduction to grab share, the price system is facing collapse. The cement market in Guizhou continues to be weak, and it is difficult for enterprises to push up the price. The transaction price in Guiyang has declined, and the inventory pressure is high. The rainy season and capital problems put pressure on the demand, and the price is difficult to rise.

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