Cement Net Weekly Report: Cost Transmission Is Blocked, Demand Shrinks Seasonally, and the National Concrete Market Is Weak and Stable (10.26-10.30)

In October 30th, the national concrete price index (CEMPI) closed at 86.76 points, which was flat, down 4.70% from the same period last year.

This week, the national concrete market as a whole continued to operate weakly and steadily, and the terminal demand was gradually shrinking due to seasonal temperature drop and tight capital constraints. In the northeast and northwest regions, due to the narrowing of the construction window and the low shipment volume, the market is mainly stable and partially accompanied by loosening pressure; in North China, the construction in the north is accelerating to shrink, the cost side is temporarily stable, and the quotation of commercial mixing is mainly stable; in East China, the upstream cement push is narrowed or blocked, the cost transmission is not smooth, and the quotation of most mixing stations is stable and wait-and-see; The weak supply and demand in the central and southern regions are interwoven with capital pressure, and the promotion of cement is out of line with the transmission of concrete. The overall low level is weak and stable, and the regional differentiation; the upstream cement price in the southwest region is strong, but the terminal demand is low and the pressure of repayment is high, resulting in the pressure of concrete to follow the rise, mainly to stabilize the price.