9.13 Cement Morning Post: East China Cement Prices Push Up; Cement Prices Rise in Central South, Guangdong and Guangxi; Sinoma Yunda Strategic Cooperation

1 . Weekly Report of Cement Network: The local market in East China began to push up the cement price by 30 yuan/ton (from September 8 to September 12, the local market in Jiangxi began to push up the price by 30 yuan/ton, and the implementation remains to be observed. Prices in many places in Jiangsu tend to be stable, and the implementation of Shanghai's 20 yuan/ton increase is not clear; the transaction price in coastal Zhejiang declines, and the price in northern Zhejiang is stable at a low level; the price in Anhui is weak and stable, and the subsequent increase may be due to the release of demand and the suspension of kilns; Fujian's 20 yuan/ton increase is implemented by 10-20 yuan/ton; Shandong's 30 yuan/ton increase is not well implemented. The overall market demand is weak, and it is difficult to implement the price push.

2 . Weekly report of cement website: the price in central and southern China continued to be low, and the price of cement in Guangdong and Guangxi began to rise (9.8-9.12)

9.8-9. In Guangdong and Guangxi, the price increase in northern Guangdong and Pearl River Delta was announced in the first ten days, but the implementation was not as expected, and the demand release was limited; Since the 12th, leading enterprises in Guangxi have notified an increase of 30 yuan/ton, and whether it can be implemented remains to be seen. In the two lakes region, the price in Hubei is slightly loose, and the previous push up has not been effectively implemented; the market in Hunan continues to be weak, although some enterprises plan to push up again, but the resistance is large. Henan prices fluctuated frequently, last week's price increase was not implemented, the kiln line resumed production with abundant supply, and enterprises were willing to push up in the peak season.

4 . Weekly report of cement network: The demand in North China has not risen, and the final implementation of Beijing-Tianjin-Hebei push is still to be verified (9.8-9.12)

. This is 9.8-9. At the beginning of September, the leading enterprises in Beijing-Tianjin-Hebei region raised the cement price by 30 yuan/ton, and the low-price orders in North Hebei were gradually cancelled. Some large factories implemented the increase, with an increase of 10-30 yuan/ton in central and southern Hebei, but the demand did not increase significantly in September, and the implementation of the increase remains to be further observed. In terms of Shanxi and Inner Mongolia, the prices of kilns in Taiyuan and northern Shanxi were weak and stable, while the southeast of Shanxi was under great pressure of callback due to the impact of the surrounding areas; the demand in central and western Inner Mongolia was slightly warmer. The two provinces and regions showed a situation of "partial price increase and overall pressure", with short-term prices or shocks.

6. Weekly report of cement network: Northeast cement reported a steady decline, and the supply increment was under pressure again (9.8-9.12)

. Weekly report of cement network (9.8-9). This week, the Northeast market continued to be weak, and the demand side did not improve. Although the mainstream listing price remains stable, the actual transaction price has declined. After the opening of the kiln line, the supply of cement increased, but the demand did not increase significantly. In the case of supply increment and no significant change in demand, the price of cement in Northeast China is facing continuous downward pressure, and the market situation is more severe.

7. Comments of Cement Net: Gross profit rebounded significantly, and Asia Cement turned around its losses! The net profit attributable to the parent company was RMB114 million, representing a year-on-year increase of 12.8%. Affected by the weak downstream demand, the sales volume of cement and concrete was poor, resulting in a decline in revenue; however, the decline in coal prices and the rise in cement prices led to a significant increase in gross profit, and the tax and other costs decreased, resulting in an improvement in performance. In the second half of the year, the demand for cement in Jiangxi and other places may decline, the price increase is limited, and the profit may be less than same period, but due to the good performance in the first half of the year, the annual performance is expected to improve compared with 2024.

8, < a href = "https://www.ccement.com/news/content/57658460846255001. that September will enter the traditional sales season, and the price of cement in the Pearl River Delta has been pushed up." In line with the information in the title that "the peak sales season is coming and the price of cement in the Pearl River Delta is pushing up", it reflects the supply and demand and price dynamics of the cement market with seasonal changes.

All can be viewed after purchase