1.18 Cement Morning Post: National Cement Output and Decline in 2024; Cement Price in Guangdong Pearl River Delta to Rise; Cement Price in East China Declines

2025-01-18 07:02:04

What is happening in the cement industry?

1. Cement Network Video: In 2024, the national cement output was 1.825 billion tons, with a full-caliber decrease of 9.77%! 5.5 billion tons, down 2.0% year-on-year; The annual cement output was 1.825 billion tons, and the full-caliber output decreased by 198 million tons compared with the same period last year, with a decrease of 9. This data reflects the declining trend of cement output in 2024. Whether in December or in the whole year, the output decreased by nearly 10%, reflecting that the cement industry is facing certain development pressure in 2024.

2 . Weekly Report of Cement Network: Some enterprises in the Pearl River Delta of Guangdong in the central and southern regions tried to push up the price of cement by 30 yuan/ton (1.13-1). The price in Guangxi has stabilized after going down in the early stage. The two lakes market has not changed much this week. Demand in Hubei has been greatly reduced, and prices in Hunan have stabilized. Henan was temporarily stable after pushing up on January 10. It also includes relevant industrial information, such as the cancellation of Henan Tongli Cement Project, the research report of Hubei Sandstone Industry, the business integration of Tianshan Stock Company, the investigation of Guangxi Mine Safety Supervision Bureau, and the capacity replacement plan of Huarun Cement (Changjiang) Project.

3 . Weekly Report of Cement Network: Cement prices of enterprises in many markets in East China, Jiangsu, Zhejiang, Shanghai and Anhui continue to decline (1.13-1.17)

1.13-1. The price of clinker in the Yangtze River Delta is adjusted to 240-250 yuan/ton, and the demand is in the off-season. Many manufacturers in Jiangsu have lowered the price of cement, the price of enterprises in northern Zhejiang has fallen secretly, and some enterprises in Anhui have fallen by 40-50 yuan/ton, and the price still has a downward trend. Prices in some parts of Fujian were lowered, while prices in Jiangxi were basically stable. At the same time, it also reported related industry information such as Tapai Group Conference, Tianshan Stock Business Integration, Cement Industry 2025 Forecast, Tianshan Material Work Conference and China Building Material Cancellation Clinker Production Line Project.

4 . Weekly report of cement network: The cement market in southwest China is weak (1.13-1.17)

. The cement market in southwest China (1.13-1). The market demand in Yunnan has been greatly reduced, and most clinker production lines have been shut down and entered the off-season; Chongqing's supply and demand are both weak, and the implementation of the policy of stopping kilns has reduced the inventory, but the demand has declined with the approaching of the Spring Festival, and the price is weak. Guizhou's price is basically stable, and the demand has dropped sharply, but the off-peak production and other factors make the price stable. At the same time, relevant industrial information is given, including the divestiture of concrete assets by a company in Chongqing, the supplementary clinker production capacity index of a company in Sichuan, the capital increase of Shangfeng Cement to its subsidiaries, the energy-saving supervision results of cement enterprises in Yunnan Province and the national cement output in 2024.

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7. Cement Net Weekly Report: Cement prices in Northwest China are mainly stable as a whole (1.13-1.17)

. According to the information from China Cement Net Market Data Center, 1.13-1. The market demand in the region continued to decline, and the demand for civil mixing stations basically stagnated. However, a small amount of cement is still delivered to key projects in some southern markets. At the same time, it also lists relevant industrial information, such as the achievements of Huangling Company of Shaanxi Building Material Science and Technology Group, the project progress of Gansu Construction and Investment Third Construction Company, the announcement of capacity replacement of Ningxia Guoda Cement Co., Ltd., the election of the president of Xinjiang Building Material Industry Association, and the decline of national cement production in 2024.

8. Cement Weekly: The price of commercial mixing in central and southern China is stable and small (1.13-1.17)

. The price of commercial mixing in central and southern China is 1.13-1. The Spring Festival in Guangdong and Guangxi is approaching, the construction sites and mixing stations are basically shut down, and the demand is weak. Although the price of cement in the Pearl River Delta has been raised, there is no market price, and the quotation in Guangxi is stable. The price of concrete in the two lakes region is weak and stable, the demand is declining near the Spring Festival, the construction sites and mixing stations have been shut down, resulting in a small decline in shipments, the market is weak, the mainstream price of C30 non-pumping tax is about 280-340 yuan/m3, the demand is difficult to improve in the short term, and the price is expected to be weak and stable.

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