5.31 Cement Morning Post: personnel arrangement for Conch Cement; suggestion for cement clinker enterprises to produce according to production capacity; the price of clinker in the Yangtze River Delta

2025-05-31 07:02:05

What is happening in the cement industry?

1. Cement Website Video:

2、 Many places have responded positively to the implementation of cement

3 . Weekly Report of Cement Network: The price of clinker in the Yangtze River Delta in East China has risen again, and cement may be expected to follow up the price increase (5.26-5). Affected by this, cement enterprises in Jiangsu, Zhejiang, Anhui, Fujian and other places have the willingness to raise prices, and plan to push up 30 yuan/ton in early June. However, due to demand, weather, inventory and other factors, the difficulty of implementation varies from place to place. Jiangxi

4.

5 . Weekly report of cement website: weak demand, mixed cement prices in central and southern China (5.26-5.30)

5.26-5. Bulk cement prices of some enterprises in Guangdong Pearl River Delta dropped by 10-15 yuan/ton, and second-tier enterprises are close to the cost line. Cement prices in Guangxi fell by 10-20 yuan/ton after the middle of the year, and now it is planned to rise again in early June. In late May, the overall price of cement in Hubei was weak, and the implementation of the price increase was not good. Hunan continued to be weak, Changsha-Zhuzhou-Xiangtan prices loosened, and Yueyang and other places fell. Henan rose 20 yuan/ton last week and then pulled back due to low demand, falling back to the pre-rise level as a whole. The overall market of the two lakes is weak, mostly due to weak demand, inventory pressure and other factors.

6、 7、 Weekly report of cement network: the cement price in southwest China is weak as a whole, and the price in Yunnan begins to rise again (5.26-5). Sichuan and Chongqing are weak, the bulk cement in some areas of Sichuan falls, Guang'an fails to push up, and Chongqing is weak and stable; Yunnan local price rise, Kunming, Qujing, Lijiang's major enterprises to raise prices 20-30 yuan/ton, but weak demand, price stability to be verified by the market; The price in Guizhou is close to the bottom, the demand is low, the operating rate is low, some enterprises have lowered the price, some have fallen below 200 yuan/ton, although the kiln production limit has reached the limit, but the inventory digestion is slow, supply exceeds demand, the price is still under pressure in the short term.

Cement prices in North China were mixed (5.26-5.30)

5.26-5. Cement enterprises in southern Hebei pushed up 20 yuan/ton, and leading enterprises in Shijiazhuang, Xingtai, Handan and other places announced price increases. However, the market demand has not improved significantly, and the implementation range has not reached expectations. Due to the P. C, the price of low-end cement declined due to high inventory and weak demand in Inner Mongolia, and the market mainly digested the stock.

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Correlation

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