Concrete Weekly Report: Concrete Market in Northwest China Continues Overall Weakness (7.28-8.1)

2025-08-01 15:29:20

This week, the northwest concrete market as a whole was weak and consolidated, with regional differentiation. Although the Guanzhong area of Shaanxi is supported by key projects, it is facing the impact of low prices in the direction of Shanxi, and the price is under pressure. Due to the import of low-priced cement from Ningxia in Gansu market, commercial mixing enterprises in Lanzhou and other places have lost their competitive advantages, and the transaction price has been reduced. Commercial mixed enterprises in Xinjiang are mainly destocking. Demand in Ningxia and Qinghai continued to be weak and prices remained low and stable.

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Correlation

2025-08-01 15:29:20

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.