Three places push up 30 to 60 yuan! Cement "Self-rescue Price Rise" May Be "Thunder and Rain"

Recently, cement enterprises in Hunan, Shaanxi and Guizhou have launched a new round of price increases, which are concentrated in the range of 30 to 60 yuan/ton. Under the double attack of continuous upward cost and downward price, is this round of push up a signal of bottoming rebound or another "empty sound"?

Hunan's storage capacity is still at a high level

, and the direct driver of the price rise in the three places is the cost.

Recently, the price of coal and other raw materials has continued to rise, and the pressure of production cost of cement enterprises has been accumulating, while the price of cement has continued to be depressed, and the profit margin of enterprises has been continuously squeezed. The cement price in the early stage of

Hunan Province has fallen back to the bottom after a round of pushing up. The dual effects of the implementation of the peak-staggering production plan of some enterprises and the rising price of raw materials and fuels have further increased the operating pressure. Enterprises in the province have tried to push up the cement price substantially, and the increase is expected to range from 30 to 60 yuan/ton. There are certain differences among enterprises. The cement market in Yulin area

of Shaanxi Province has been weak for a long time, the price has been at a relatively low level, and the enterprises are generally under pressure. The leading enterprises in the region have notified that the price of various types of cement will be raised by 30 yuan/ton from August 1. The cement price

in Guizhou has been running at a low level for a long time, the cost of raw materials has been rising, and the pressure on enterprises has continued to increase. Since August 1, the enterprises in the middle and middle regions of Guizhou have notified an increase of 40 yuan/ton in cement price. The logic of pushing up in the

three places is highly consistent: the upward cost forces enterprises to rise.

This is not a demand-driven price increase, but a cost-driven price increase-the moment when enterprises have lost money and have to move. But the problem is that whether the cost can really be transmitted to the terminal depends on the ability of the demand side to undertake.

However, the demand-side situation is not optimistic, the market demand performance in Yulin, Shaanxi is not good, the downstream purchaser's acceptance of the price increase is not high, and the actual landing situation of this round of price adjustment remains to be further observed. The terminal demand in Guizhou Province is still in the traditional off-season, and the downstream undertaking capacity is limited. Affected by the differences in the market transaction environment, the actual implementation rate of each enterprise is different, and some enterprises may adjust the implementation rhythm according to their own sales situation. The situation in Hunan is also not optimistic, and the experience of pushing up to the bottom in the early stage has proved that there are many difficulties in raising prices without demand support.

Costs are rising, prices are falling, demand is weak-under the triple dilemma, the "self-help price increase" of cement enterprises is just a struggle in the deep water, only the real capacity clearance can make the price return to rationality.