China Cement Network Market Data Center news shows that the cement market in Heilongjiang and Jilin provinces ushered in new trends, leading cement enterprises on August 14 to raise the price of various types of cement, an increase of 60 yuan per ton. The reason for
this round of price adjustment is that the implementation of the previous rounds of pushing up is the direct cause. Since May this year, the price of cement in Northeast China has experienced several rounds of increase. For example, from May 1 to 9, the price of cement in Northeast China was increased by 30 yuan/ton; from June 21, the leading cement enterprises in Heilongjiang and Jilin provinces notified to increase the price of cement by 50 yuan/ton and 80 yuan/ton; from August 14, the leading cement enterprises in Heilongjiang and Jilin provinces pushed up the price of cement by 60 yuan/ton. Although the single push up is relatively large, due to insufficient market demand, distributors and downstream purchasers have more wait-and-see attitude, and the market implementation is not good. The continuous implementation of the
peak staggering policy provides an important support for the price adjustment. Since the beginning of this year, cement enterprises in Heilongjiang and Jilin provinces have strictly implemented the policy of peak staggering production. At present, the kilns are only opened for 10 days a month, the market supply has been effectively controlled, and the expectation of supply-side contraction has been strengthened, which has created favorable conditions for enterprises to adjust prices.
From the point of view of storage capacity, since mid-July, the cement storage capacity in Northeast China has continued to decline, and by the beginning of August, the storage capacity level has been lower than same period last year.
However, the current weak state of terminal demand has become a key factor restricting price increases. From the downstream market, the real estate industry continued to be depressed. In the first half of the year, the new construction area of real estate in Heilongjiang Province was 2.8615 million square meters, a decrease of 134800 square meters compared with the same period last year, a decrease of 4.5%; Jilin City was even worse, with a new construction area of 2.3634 million square meters, a decrease of 1.9563 million square meters compared with the same period last year, a decrease of 45.3%. The real estate industry continues to operate in a downturn, resulting in a significant reduction in demand for construction cement. At the same time, although infrastructure projects maintain a certain amount of construction, but affected by the availability of funds and other factors, the construction progress is not as expected, and the pulling effect on cement is limited. Whether
the cement price increase in Heilongjiang and Jilin provinces can be sustained depends on whether the demand side can be improved. If demand continues to be weak, the price increase may be difficult to maintain, and there may even be a correction. In addition, the market dynamics of surrounding provinces may also have an impact on cement prices in Heilongjiang and Jilin provinces, so we need to pay close attention to the linkage effect of regional markets.
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