On September 12, the National Cement Price Index (CEMPI) closed at 102.19 points, down 0.57% annually and 11.71% year-on-year. On September 12, the Yangtze River Basin Cement Price Index (YRCEMPI) closed at 91.28 points, down 1.52% from the previous month.
This week, the national cement market presents a pattern of "strong north and weak south, regional differentiation". Cement enterprises in Beijing, Tianjin and Hebei in North China failed to raise the demand after the notification of the increase, which led to doubts about the implementation; the actual transaction in the Northeast market declined, and the supply increment continued to exert pressure; the overall stability in East China was small, and some markets in Jiangxi began to push up the cement price by 30 yuan/ton; although the notification of the increase was issued in Central South and Guangdong, the fatigue was implemented, and the market in Hunan and Hunan continued to be weak; Sichuan and Chongqing in the southwest rose another 30-40 yuan/ton with the support of the project, while Yunnan and Guizhou were loose due to the low demand; the northwest showed the characteristics of "partial trial rise, overall pressure", Xinjiang was relatively stable due to the demand for infrastructure, and the rest of the region was facing resistance. At present, the core contradiction of the market lies in the game between the traditional peak season demand recovery and the cost pressure of enterprises, and the price push still needs to observe the substantial improvement of demand.
In September 12th, the national clinker price index (CLKPI) closed at 103.97 points, down 0.07% from the previous month.
Figure 1: Trend of cement price index (point)
Figure 2: Trend of clinker price index (point)
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