The price of cement doubled in two years! Why did the construction site order early?
The price of mineral powder was close to 340 yuan/ton at the end of 2018, up 80 yuan/ton from the beginning of the year.
The data shows that the average price of P.O42.5 bulk cement in 2018 was 427 yuan/ton, up 77 yuan/ton from 2017, up 22% year on year.
Industry insiders said that in the current context of substantial profits in the industry, to truly achieve capacity reduction, we need to work together at the level of legalization and marketization.
This process will last for a month, which is basically digested and borne by our mixing station.
Wang Guofeng, General Manager of Shandong Zibo Manor Concrete Co., Ltd.: At that time, it was very nervous.
Li Bin, General Manager of Shandong Weifang Jingtai New Building Materials Co., Ltd.: After the price of cement rose, we began to notify the downstream workers of the price adjustment letter, and then negotiate with the other party about the price adjustment.
The productivity utilization rate is low, and the cost per ton of cement is naturally high.
The reporter learned from many concrete mixing plants in Shandong that the supply of cement was in short supply at the end of 2018 when the construction sites were concentrated to catch up.
Although it has dropped from the high price of about 480 yuan/ton at the end of 2018, it is still more than 40 yuan per ton higher than that of the same period last year.
The rise of cement price also brings pressure to downstream enterprises.
According to Wang Luzi, in 2018, their enterprises only invested tens of millions of yuan in environmental protection equipment to reduce emissions, and this investment will increase this year.
Therefore, the capacity can only be removed if the kiln is dismantled.
Wang Luzi, general manager of Shandong Chongshan Group Co., Ltd., said that coal accounts for about 1/2 of the cost of cement, and the raw fuel, coal, mineral powder, limestone and other auxiliary materials used to manufacture cement have increased significantly in varying degrees, which is one of the main reasons for the price rise of cement.
The situation of cement production capacity reduction due to unbalanced regional development is still grim △ The video of the CCTV Finance and Economics “Economic Information Network” column is accompanied by the high price of cement.
Cement is the basic raw material of the construction industry, and it is indispensable for the construction of buildings, roads and bridges.
In addition to the investment in environmental protection hardware, the policy of staggered peak production in winter to avoid the superimposed effect of pollutants has also brought about an increase in environmental protection costs of enterprises.
So what will the cement price trend be in 2019? According to the data, the national cement output in 2018 was 2.177 billion tons, up 3% year on year; The clinker output was 1.422 billion tons, up 3.56% year on year.
At present, the national average price of cement is maintained at a high price of about 440 yuan/ton.
Industry insiders said that although the total output of cement and clinker in China increased slightly last year, there were still 11 provinces and regions in the northeast and northwest with negative year-on-year growth.
However, in the context of a good overall environment, some cement enterprises in Inner Mongolia, Northeast China and other places are still at a loss.
The output of commercial concrete was 1796.12 million cubic meters, up 12.4% year on year.
Facing the high price of cement, how do downstream enterprises deal with it? The cement price is high and downstream enterprises order in advance, The delay in the construction period made him worried that this tense situation would continue this year.
When it does not produce, its capacity will still be in.
The cement industry also ushered in the best year of profit in 2018.
Enterprises in some regions even suffered losses.
The reason why the supply of concrete on the construction site is cut off and the price rises is mainly due to the shortage of raw materials, and the main raw material for concrete production is cement.
Taking coal as the main raw material and fuel for example, their purchase price once reached about 780 yuan/ton in November 2018, up more than 50 yuan/ton from the beginning of the year.
In addition, the increasing cost of environmental protection is also a major reason for the rising price of cement.
The whole market still suffers from the imbalance of profit, development and north-south.
Cost rise and staggered production jointly support cement price rise? With such questions, the reporter came to the upstream cement production enterprises.
So here is the need to have new regulations from the policy.
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Xing Yuzhuang, the materialman of the Yangcheng Huijingwan project of Shandong Huabang Construction Group, said that the construction period was delayed by about 20 days.
This year, the workers will rush back to the construction period after entering the site, and will pay the advance payment in advance to ensure the supply.
Kong Xiangzhong, executive vice president of the China Cement Association, said that if it does not produce this year, it will be able to produce the next year when the market is good.
I felt that the raw materials were a little out of supply.
From the second half of 2016 to the end of 2018, the price of cement continued to rise.
In more than two years, the average price of bulk cement nationwide increased from 250 yuan/ton to 480 yuan/ton, almost doubling.
Wang Luzi, General Manager of Shandong Chongshan Group Co., Ltd.: The off-peak production is now suspended for about four months, one more month a year than before.
It is understood that at present, the total capacity of cement in China is more than 3 billion tons, with a surplus of nearly 30%.
In 2019, with the arrival of the traditional off-season in the cement industry, the cement price fell slightly, but the overall operation was still at a high level.
In addition to the tight supply, the price of cement also rose sharply.
Sometimes it took more than ten hours to queue up in the cement plant to get on the train.
The head of a large cement enterprise in Zibo, Shandong Province, told the reporter that the price of cement has risen sharply in the past two years, and the most direct driving force is the rise of raw material cost.