Cement Net Monthly Report: China Cement Net Quotation Monthly Report in November 2024

2024-12-06 13:33:17

The national cement price index (CEMPI) was 131.68 points at the beginning of November and closed at 134.07 points at the end of the month, up 2.11% annually and 18.6% year-on-year.

Contents

I. [Market Overview] November: Cement Staggered Peak Production Reduction Is Obvious, Market Continues to Rise!

II. Comparison

Table of Cement and Clinker Ex-factory of Provincial Capital Cities in China from October to November III. Average Price

of P.O42.5 Bulk Cement in All Regions of China in November IV. [Industry] Statistics

of Cement Output of Provinces and Cities in China from January to October V. [Industry] Statistics

of Cement Import and Export Information in China from January to October VI. [Comments] What Attracts Huaxin to Invest a Huge Amount of Money to Acquire Nigerian Cement Enterprises?

7. [Commentary] Is the price of sand and gravel along the Yangtze River really rising?

All can be viewed after purchase

Correlation

Cement Net Monthly Report: China Cement Net Quotation Monthly Report in November 2024

The national cement price index (CEMPI) was 131.68 points at the beginning of November and closed at 134.07 points at the end of the month, up 2.11% annually and 18.6% year-on-year.

2024-12-06 13:33:17

CEMPI

102.5

0 0%

CONCPI

90.44

0.00 0.00%

CLKPI

110.03

0.00 0.00%

SPPI

44.93

0.00 0.00%

MORPI

73.32

0.00 0.00%

More and more "surplus"! The risk of turbulence in the cement market will increase next year!

More vigilance is that capacity replenishment is essentially a reinvestment behavior, for cement enterprises, as soon as possible to recover investment costs is the core demand, which means that the probability of enterprises will significantly increase capacity utilization next year. For enterprises with no overproduction space and no capacity to supplement, they can only produce in strict accordance with the approved capacity. It is difficult to reconcile the uneven and "unfair" contradictions at the operational level, which will further aggravate the instability of the cement market next year. It can be predicted that after this round of supplementary production, a new round of market competition in the cement industry will begin.