Cement Net Weekly Report: Cost Side Continues to Fall, Demand Does Not Improve, Overall Concrete Price Is Weak (5.19-5.23)

2025-05-23 17:10:11

On May 23, the National Concrete Price Index (CEMPI) closed at 99.81 points, down 0.36% annually and 16.37% year-on-year.

On May 23, the National Concrete Price Index (CEMPI) closed at 99.45 points, down 0.34% annually and 16.37% year-on-year.

This week, the national concrete market continued to run weakly, with weak demand and price pressure. Affected by the continuous rainfall in the south, the construction in many places has slowed down, the price of cement, sand and other raw materials has been reduced, and the price of concrete has dropped. Northern market differentiation is obvious, Northeast supply and demand balance, price stability, North China and Northwest China due to weak demand, cost loosening, some regional prices fell slightly.

Northeast China: The price of concrete market in Northeast China is stable

. At present, the building materials market in Northeast China is stable as a whole, and there is no obvious fluctuation in the price of concrete. The relationship between supply and demand in the market is balanced, the price trend is stable, and there is no significant change.

Northwest China: The supply and demand of the concrete market in the northwest region are both weak, and the price is under pressure

. This week, the supply and demand of the concrete market in the northwest region continued to be weak. Affected by the decline of cement price in Guanzhong area of Shaanxi Province, the price of commercial mixing is under pressure, while the northern Shaanxi area is also facing the impact of external cement, and the price of commercial mixing is weakening synchronously. The Ningxia market maintained a low level of operation, while the Xinjiang market was relatively strong. On the whole, the northwest commercial mixing market is constrained by the fluctuation of cement cost and insufficient demand, and will remain weak in the short term.

This week, the concrete market in the Beijing-Tianjin-Hebei region is currently in a weak and stable state of operation. Affected by the fluctuation of raw material prices, the overall market price shows a trend of stability but a slight decline in some areas. The concrete market in Shanxi and Inner Mongolia also continued to be weak as a whole. Influenced by the loosening of cement cost and weak demand, as well as the insufficient start-up of real estate and infrastructure projects and the delay in the arrival of funds, the commercial mixed market in Shanxi and Inner Mongolia continued to bear pressure.

East China: The concrete market in East China continued to decline

. Jiangsu, Zhejiang and Shanghai: Concrete in Jiangsu, Zhejiang and Shanghai continued to show a weak downward trend. Affected by the precipitation weather, the construction progress in the region slowed down and the demand decreased. In addition, the decline in raw material prices has further reduced the cost of concrete, making the downward trend of concrete prices difficult to reverse.

Fujian: Affected by the continuous rainy weather in Fujian this week, the terminal market demand is relatively light, and the shipments of commercial mixing enterprises are generally not high. Due to the decline in the prices of raw materials such as cement and sand, the concrete quotations of most enterprises in the province have also declined since May. At present, the market quotations are in a weak and stable state after falling. At present, the mainstream market quotation of C30 non-pumping tax in Fujian is roughly maintained at 300-330 yuan per square meter.

Jiangxi: This week, the overall price of concrete in Jiangxi continued to be weak and stable, and the local market was slightly adjusted due to the fluctuation of raw material prices and the progress of the project. In some core areas, due to the continuous promotion of key infrastructure and housing construction projects, the demand for commercial mixing is stable, which supports the price. At present, the mainstream quotation of C30 non-pumping tax in Jiangxi area is maintained at about 260-280 yuan per square meter.

Anhui: This week, the concrete market in Anhui continued to be weak and stable as a whole, with small price fluctuations in some areas due to demand differentiation. The progress of downstream construction projects is generally stable, but due to the tight capital and periodic weather factors, the purchasing rhythm of some construction sites has slowed down, and the market demand performance is general.

Shandong: This week, the concrete market in Shandong is stable and weak as a whole. Although the recent fine weather has accelerated the construction progress of projects under construction, due to the lack of funds in the field of housing construction and the shortage of new projects, the support of concrete demand side is weak, the market supply and demand pattern remains stable, and there is no significant increase in the shipment of mixing stations. In terms of raw materials, the fall in cement prices slightly eased the pressure on concrete production costs, and prices fell slightly.

Central and South China: The demand is weak, and the price of concrete in the Central and South China market is stable and weak

. Guangdong and Guangxi: This week, continuous rainy weather occurred in many places in Guangdong and Guangxi, resulting in a greater impact on the construction of most projects. The shipment volume of commercial concrete enterprises decreased significantly on a month-on-month basis, and the market competition was greater. At the same time, the prices of raw materials such as sand and gravel aggregates and cement have declined, and the quotations of regional commercial mixing enterprises have generally followed up with a slight decline. At present, the mainstream market quotation of C30 non-pumping tax in the Pearl River Delta region is about 300-320 yuan per square meter. In the Meiyu off-season, the market demand of Guangdong and Guangxi is difficult to improve greatly, and the follow-up concrete market is mainly weak and stable.

Two lakes region: This week, Hunan and Hubei regions are still affected by rainy weather, with heavy rainfall in some areas, resulting in a further slowdown in the construction progress of the construction site, and the demand for commercial mixing continues to be weak. The shipments of mixing stations generally declined, and the inventory pressure increased. The price of raw material cement is mainly weak in the near future, and the eastern Hubei region is the first to rise, but it has little impact on the concrete market at present. At present, the mainstream market price of C30 non-pumping tax in the two lakes area is basically maintained at about 250-310 yuan per square meter.

Southwest China: Weak Operation

of Southwest China Concrete Market Sichuan-Chongqing: The concrete market demand in Chongqing and Sichuan is relatively light at present, coupled with the continuous downward trend of raw material prices, resulting in a weak operation of concrete prices.

Yunnan: This week, the concrete market in Yunnan continued to be weak. In Kunming, Qujing and other places, the price of commercial mixing continues to hover at a low level. Affected by the release of production capacity of cement enterprises, the cost of raw materials is insufficient, coupled with the limited number of new projects, commercial mixing enterprises are generally facing the operating difficulties of "low price competition-profit compression-difficult repayment".

Guizhou: This week, the commercial mixed market in Guizhou continued to be weak, the funds for downstream construction projects were still tight, the increment of new projects was limited, and the overall shipment volume decreased slightly compared with last week.

Market outlook forecast: market demand is sluggish, raw material prices are weak, and concrete prices are expected to maintain a weak downward trend next week (5.26 ~ 5.30).

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