Weekly Report of Cement Net: Cement Price Index in the 33rd Week, the "Golden Nine" Differentiation of the National Cement Market Begins: Continuous Game between Kiln Shutdown and Price Increase and W

On September 5, the National Cement Price Index (CEMPI) closed at 102.78 points, down 2.01% annually and 9.18% year-on-year. On September 5, the Yangtze River Basin Cement Price Index (YRCEMPI) closed at 92.69 points, down 7.21% from the previous month.

This week, the national cement market entered the early stage of the traditional peak season, showing a pattern of differentiation between strong north and stable south, rising west and weak east. The Beijing-Tianjin-Hebei region in North China notified an increase of 30 yuan/ton, but due to the impact of site shutdown during the reading period, the actual implementation still needs to be observed; the Northeast region is weak and stable, and the demand recovery is slow; the East China market is weak as a whole, the price in the Yangtze River Delta region has fallen back to the level before August, and Fujian, Shandong and other places try to push up 20-30 yuan/ton; Guangdong and Guangxi markets in the central and southern regions continued to loosen and adjust, and Hubei, Henan and other places experienced a callback after pushing up; the southwest region pushed up by 50-70 yuan/ton under the support of centralized kiln suspension, and the implementation was good; Ningxia in the northwest region completed the implementation of price increase, and Qinghai tentatively pushed up, but the overall demand support was still insufficient.

On September 5, the national clinker price index (CLKPI) closed at 104.04 points, down 0.38% from the previous month.

Figure 1: Trend of cement price index (point)

Figure 2: Trend of clinker price index (point)