According to the China Cement Market Data Center, there is a lot of rain in Sichuan and Chongqing, the construction recovery is slow, and the price has failed to rise; the shipment from Yunnan and Guizhou is only 30 to 40%, the kiln in Yunnan is not in place, the price is under pressure, and the price in Guizhou is strong but the demand is weak. The core constraint is still insufficient demand and short-term price pressure, so we need to pay attention to the implementation of off-peak production and the rhythm of project resumption.
According to the China Cement Market Data Center, there is a lot of rain in Sichuan and Chongqing, the construction recovery is slow, and the price has failed to rise; the shipment from Yunnan and Guizhou is only 30 to 40%, the kiln in Yunnan is not in place, the price is under pressure, and the price in Guizhou is strong but the demand is weak. The core constraint is still insufficient demand and short-term price pressure, so we need to pay attention to the implementation of off-peak production and the rhythm of project resumption.