the recent increase in rainfall, the performance of terminal demand was lower than expected, and the prices of clinker in many markets in the Yangtze River Delta of East China and some markets in Jiangxi of the Zhejiang: The prices of clinker and cement in the Yangtze River Delta of East China continued to decline, the production costs of enterprises declined, and the market demand in Zhejiang was lower than expected due to the rainy weather. In terms of cement prices, since May, there have been many phenomena of cement prices returning to the policy in many markets in the province, and the overall market prices have continued to decline, but some large factories have quoted high and stable prices. Overall, the cumulative decline in cement prices in many markets in Zhejiang has reached about 50-60 yuan/ton since April. Anhui: Fujian: Recently, some major enterprises in Fujian held an industry meeting, and it is planned that the clinker line enterprises in the third quarter will implement peak staggering and kiln shutdown for no less than 40 days. Driven by this, coupled with the strong willingness of enterprises to adjust prices, some enterprises in the province may intend to try to resume pricing in early June. However, from the perspective of the market situation, during the period of high incidence of Meiyu typhoon in the third quarter, the market demand in Fujian will further weaken, and the overall difficulty in implementing the price push is too large, and the specific situation needs to be tracked. Jiangxi: Recently, the price of cement in Jiangxi Province continued to decline by 20-30 yuan/ton, especially in Nanchang area, where the market competition is particularly fierce. Recently, the price continued to decline by about 20 yuan/ton, and some enterprises said that it has not been implemented yet. In addition, due to factors such as weak market demand and high inventory in the early stage, Shandong: Recently, cement prices in many places in Shandong have dropped slightly, with a cumulative drop of 10-20 yuan/ton. Affected by the shortage of social funds and the reduction of construction projects, the downstream purchasing volume continued to be depressed and the market turnover was light. On June 1, the province will implement 15 days of peak staggering and kiln shutdown, some enterprises will slow down the pace of production ahead of schedule, and the supply pressure has not been significantly intensified. If there is no obvious recovery in the subsequent demand side, the price of cement in Shandong will continue to fluctuate in a narrow range and be stable and weak.
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