According to China Cement Market Data Center, since September, the price of cement in Shanghai has been pushed up for two rounds, with a cumulative increase of 50 yuan/ton, but so far, the final landing price is only 15-20 yuan/ton, and the price of cement enterprises is as low as 200 yuan. Corresponding
to the low price is the high price of coal. Big data from
China Cement Network show that domestic coal prices have risen sharply since the second half of this year. As of October 26, the price of power coal in Qinhuangdao has risen by 240 yuan per ton per month compared with the beginning of July, which means that the increase in cement prices in Shanghai since September is not enough to cover the cost increase brought about by the rise in coal prices in the second half of the year. If the trend
of domestic coal prices in
the past year is compared with the same period last year, the situation is even more severe.
At present, the overall price level of cement in Shanghai is basically flat or even slightly lower than same period last year. However, the current coal price is 340 yuan/ton higher than same period last year. Shanghai cement industry is facing tremendous pressure on the cost side, but the price of cement has not increased correspondingly, and the pressure of enterprise operation is enormous.
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