On the other hand, it is affected by the pressure from the cost side.

In order to stimulate downstream customers to take goods and reduce the operating pressure, enterprises have a strong willingness to increase prices.

On the whole, the recovery of cement demand is not as fast as last year.

At this stage, the real estate market has begun to recover, especially the second-hand housing market.

Attention: China Cement Network will hold the “2023 China Cement Industry Summit” in Hangzhou on March 15-16.

The downward pressure on the demand of the real estate industry is expected to be significantly eased this year.

At the same time, the price of cement in Fujian also ushered in the first rise in the new year.

Figure: The source of the change in the national cement storage capacity ratio: Li Kunming, an analyst at the Cement Big Data Research Institute, said that the cement price in the Yangtze River Delta has indeed increased, on the one hand, because the recent demand is indeed better than before.

In addition, demand will still play an important role in the price of cement.

According to the market feedback, recent engineering projects have been launched, the market demand and sales volume in Sichuan have rebounded, and the cement price in the early stage has dropped to a low level, so the manufacturers have a strong desire to increase the price.

After adjustment, the ex-factory price of clinker listed offshore in the riverside area is about 330-340 yuan/ton.

Demand is still the key factor.

According to statistics, cement prices in more than 60 cities across the country have risen to varying degrees within three weeks after the Spring Festival.

According to the market feedback, the recent weather in Fujian is mainly sunny, the market demand recovers rapidly, the enterprise’s delivery volume is higher, and the kiln shutdown is well executed, and the price is basically at a relatively low level.

The prices of cement and clinker have been raised in many places.

The implementation of this round of price increase is to be observed.

Among them, the prices of clinker in the regions along the Yangtze River in Anhui have been notified for the third round of rise.

The specific implementation remains to be observed.

After the two sessions of this year, if the economic recovery or a series of relevant policies exceed the market’s expectations, it is not ruled out that the demand of the cement market will return to a small positive this year, which will be a relatively optimistic situation.

According to the current market situation, most of the construction sites and mixing plants have not yet fully resumed work, and the market demand is in general performance.

Industry insiders said that at present, the rise of cement prices in this round is mainly in some regions in the south, because the stock position of cement enterprises in these regions has declined in the early stage.

In order to improve profits, some major manufacturers in Fujian have started to raise the cement price by about 20 yuan/ton since the 22nd.

At that time, the national cement and related industry colleagues will come together to discuss the future cement market trend.

Lifting Socket

If the sales of the real estate industry are improved, the new construction end is also expected to be improved, which will boost the demand of the cement industry.

The rising areas are mainly the southern market, and the national cement price index (CEMPI) has also shown a rising trend.

From the historical experience, the cement production and the new construction area of real estate are more relevant.

According to the market feedback, the weather in Anhui is mostly sunny recently, and the market demand has recovered rapidly.

The implementation of this round of price increase remains to be seen.

In order to improve the operation quality, leading enterprises in Chengdu-Deyang-Mianyang, Leyamei, Ganzi and other regions successively notified to raise the cement price by 30 yuan/ton from the 18th to the 22nd.

Li Kunming said that according to the survey, the demand of some large cement enterprises fell by about 15% last year, and the situation faced by small cement enterprises can be seen.

Driven by factors such as the gradual recovery of demand and high costs, cement enterprises in many places have recently started to push up prices.

According to the market feedback, the market demand in Guangdong has rebounded.

Within the month, the cement price in Guangdong increased continuously, and the specific implementation needs to be tracked.

After leading enterprises in the province successively notified to raise the cement price by 10-30 yuan/ton in the first half of the year, they continued to notify to raise the cement price by 10-20 yuan/ton from the 23rd, and the clinker price increased by 10 yuan/ton simultaneously.

Considering that this year’s economic recovery will be a high probability event, according to the neutral judgment, the demand of the cement industry will decline slightly, and the decline will be significantly narrower than last year.

In addition, some cement enterprises have suffered operating losses before, which has also become an important reason for pushing up the cement price at this stage.

On the whole, the cumulative notified increase in the above regions within the month reached 50 yuan/ton, and the implementation range remains to be observed.

Henan is driven by the price rise in some surrounding markets, and the regional cement price has dropped to a low level, so enterprises have a strong desire to increase prices.

Although the price of cement in some regions has risen, the situation is not very ideal when it is actually implemented.

The enterprise’s shipment volume can reach about 6-70%, and the inventory has declined significantly.

From the 19th to the 20th, some manufacturers in Yancheng, Yangzhou, Taizhou, Huai’an, Lianyungang, Suqian and other places in the north-central part of Jiangsu Province again notified to raise the cement price by about 30 yuan/ton.

From the 22nd, some major manufacturers in the regions along the Yangtze River in Anhui Province announced a third round of increase in the clinker price of about 20 yuan/ton, and the surrounding Jiangsu and Zhejiang markets will gradually follow up.

However, from the improvement of the real estate market to the cement industry, there still needs to be a process, which is expected to be reflected in the cement industry in the third quarter of this year.

Weak demand and high inventory are the most intuitive description of the current cement industry.

According to the market center of China Cement Network, since February 20, the prices of cement and clinker in Guangdong, Jiangsu, Anhui and other places have been raised again.

Please pay attention.
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According to the market feedback, the weather has improved recently, the market demand has rebounded, and the enterprise’s shipment volume can reach about 4-5%.

The above people said that the downstream of cement is mainly composed of real estate, capital construction and new rural construction.

In order to improve profits, some major manufacturers in Henan Province began to raise the cement price by about 30 yuan/ton from the 23rd.

“From the demand of the cement industry throughout the year, according to our prediction, the infrastructure construction will become the main driving force in the first half of the year, and the demand of the real estate industry is expected to recover in the second half of the year,” said the insider.