Self rescue! Can’t sell it! Multiple provincial cement factories have collectively ceased production!
The main brand cement enterprises in Chongqing plan to stagger production for 35 days in the second quarter, suspend kiln production for 13 days in April, and plan to suspend production for 12 days and 10 days in May and June respectively
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Self control of peak shifting production tasks in Liangshan Prefecture region; The staggered production tasks in Guang’an and Dazhou regions are relatively consistent with those in Chongqing.
Data source: Since mid April, most cement companies’ inventory has reached a relatively high point in the same period of the past five years, with a storage capacity ratio of around 70%.
As a link connecting the north and south markets of the country, the Shandong market plays a certain “supporting” role in the national market.
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Similar to the situation in Shandong Province, nearly 10 provinces and cities, including Jiangxi, Sichuan, Shanxi, Hebei, Guizhou, and Hunan, have previously released non heating season staggered peak production plans.
Since the beginning of this year, the national cement industry has suffered losses and prices have been constantly falling.
The Sichuan Cement Association has notified that each clinker production line is required to stagger production for no less than “7+3” days in May, with rigid stagger production for no less than 7 days before May 20th and stagger production for no less than 3 days from May 20th to the end of the month.
Units that have not completed the first quarter peak shift plan and have not yet completed the stoppage in April must continue to implement the stoppage to ensure that the peak shift production plan of each unit is fully stopped.
Faced with the current situation of high costs, high inventory, low efficiency, and low demand, various regions have shut down kilns for longer periods of production restriction and self-discipline compared to previous years.
All clinker production lines in Shandong Province will shut down their kilns for 15 days.
The Jiangxi Cement Association has issued a notice requiring the production of 48 clinker production lines in Jiangxi province to be staggered for 5 days in May.
Recently, it was reported that all clinker production lines in Shandong Province will shut down their kilns for 15 days in the non heating season around mid month.
Cement enterprises have started to self regulate and shut down their kilns.
Under the impact of continuous fluctuations in cement prices, the expectations of “gold, silver, and four” have already fallen through.
Recently, the entry of low-priced cement into neighboring regions such as Henan, Hebei, Jiangsu, and Anhui has led to sluggish market demand, leading to increased inventory pressure on local enterprises in the Shandong region and continuous decline in cement prices.
With the prominent contradiction of “supply exceeding demand” in the cement market, the volume and price of cement markets in multiple regions have dropped simultaneously, and the inventory of enterprises is relatively high.