Weekly Report of Cement Net: Southwest Demand Continues to Be Weak, and the Implementation Situation Is General After Rising (8.25-8.29)

2025-08-29 16:16:55

Kilns in Sichuan and Chongqing were shut down for 20 days in August, and the price was stable and the demand was slightly better; kilns in Yunnan, Guizhou and Guizhou were shut down for no less than 20 days, and 50 days in Yunnan. Guizhou failed to push up the price and planned to raise it again. The demand in Yunnan was low in the rainy season, but the implementation was better after the price rose.

Kilns

in Sichuan and Chongqing were shut down for 20 days in August, and the price was stable and the demand was slightly better; kilns in Yunnan, Guizhou and Guizhou were shut down for no less than 20 days, and 50 days in Yunnan. Guizhou failed to push up the price and planned to raise it again. The demand in Yunnan was low in the rainy season, but the implementation was better after the price rose.

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Correlation

Kilns in Sichuan and Chongqing were shut down for 20 days in August, and the price was stable and the demand was slightly better; kilns in Yunnan, Guizhou and Guizhou were shut down for no less than 20 days, and 50 days in Yunnan. Guizhou failed to push up the price and planned to raise it again. The demand in Yunnan was low in the rainy season, but the implementation was better after the price rose.

2025-08-29 16:16:55

Prices in Ningxia are stable but export sales are low, Gansu is facing callback pressure after price increases, sales in Qinghai are not up to expectations after pushing up, Shaanxi has great resistance to price recovery, Xinjiang is stable due to engineering demand, and the overall market is mainly stable price wait-and-see in the short term.