11.15 Cement Morning Post: Cement Weekly: Shrinking Demand; fatigue of Zhongnan Cement Price Rise; Missing Cement Driver Sentenced

2025-11-15 07:02:04

What is happening in the cement industry?

1 . Weekly Report of Cement Network: Further contraction of demand The overall market price in East China was mainly weak and stable (11.10-11.14)

11.10-11. Prices in some areas of Fujian and Shandong declined slightly by 10-20 yuan/ton. The price increase in northern Jiangsu did not fall to the ground, but stabilized in the central and southern regions, and fell in the latter half of the year or seasonally; Zhejiang 2. Cement Weekly Report: The demand is not good, and the cement market in Zhongnan is fatigue." Many places pushed up and fell back (11.10-11.14)

11.10-11. Bagged and clinker in eastern Guangdong rose slightly, bulk did not move, and fell back after pushing up in the Pearl River Delta; the price increase in Guangxi was blocked, and the actual increase was low and difficult to sustain; the market in Hubei was weak, the price went down, and the shipment was only 50 to 60%; The execution of the price increase in Hunan was weakened and the implementation was limited. Although the quotation in Henan was stable after the price increase, the production, transportation and construction were affected by the environmental control of heavy pollution weather, the trading volume did not increase significantly, and the price was supported by the control.

3.

Cement prices in southwest China were mixed (11.10-11). Recently, the weather in Sichuan and Chongqing changed from sunny to cloudy, and the market demand rebounded slightly. Due to the increase of environmental protection policies, the clinker production line was shut down. From November to December, the kiln was shut down for no less than 55 days, the supply was tightened, the cement price was temporarily stable this week, and the follow-up implementation was to be observed. Yunnan-Guizhou region is affected by frequent overcast and rainy weather, with weak demand and low shipment. Some enterprises in Yunnan have reduced their prices by 20 yuan/ton, while some areas in Guizhou have dropped by 20-60 yuan/ton. The contradiction between supply and demand in the market is prominent, and the price is declining. The follow-up trend and implementation need to be tracked continuously.

5 . Weekly Report of Cement Network: Cement in Beijing-Tianjin-Hebei Region of North China is trying to push up, and the implementation remains to be observed (11.10-11.14)

. This is 11.10-11. In Beijing-Tianjin-Hebei Region, the inventory is running at a low level due to environmental production restrictions. Due to the poor implementation of the previous push, the leading cement enterprises in central and southern Hebei notified the price of various types of cement to increase by 50-80 yuan/ton since November 7. The current demand is flat, the new orders are limited, the implementation remains to be observed, and the overall stability of northern Hebei. In Shanxi and Inner Mongolia, the cement market in the north-central region has entered the winter off-season, showing a pattern of weak supply and demand, and the price and output tend to be stable.

6.

7 . Weekly Report of Cement Net: The cement price index in the 42nd week is hard to change the pattern of imbalance between supply and demand, and the price rises fatigue (11.10-11.14)

. The national cement price index fell by 0.76% on a month-on-month basis and 23.19% on a year-on-year basis, and the clinker price index fell by 0 on a month-on-month basis. In the national market, "supply and demand are both weak and mixed", environmental production restrictions and low temperatures make demand support weak, price increases in most regions are difficult to implement, and enterprises stabilize prices to reduce inventory. Six major regional market differentiation, northeast and northwest into the off-season. It is expected that the national market will continue to be weak and stable next week. Prices in the north will be stable, while prices in the south will fall slightly due to demand and inventory pressure. In 31 provinces and cities, 1 will rise, 24 will fall and 6 will fall, with Yunnan falling the most.

8 < a href = "https://price.ccement.com/brandnewslist-1-1000121. Liu Xueqing thanked the reception and praised the achievements, pointed out that the two sides had a good foundation for cooperation, and hoped to deepen the docking." Deep synergy in many aspects. Hao Daqiang welcomed the visit and thanked for the support, saying that the two sides have a solid foundation in the supply of building materials, and are willing to strengthen strategic coordination through signing contracts, build a supply chain system of building materials, deepen cooperation in many aspects, enhance the added value of services, and contribute to the development of Xuzhou and Huaihai Economic Zone. Relevant persons in charge participated in the activities.

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Correlation

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