Shut down the kiln for 15 days! Guangxi cement prices across the country pushed up 40 yuan/ton

China Cement Network Market Data Center News: According to market feedback, the price of cement in Guangxi region has been at a low level for a long time, and most enterprises are in a state of deep loss. In order to alleviate the pressure of operation, since July 2, enterprises in the whole region have pushed up the price of cement by 40 yuan/ton. At the same time, the differentiated peak staggering production plan was launched synchronously in the region, and the days of kiln shutdown ranged from 12 to 15 days. Since late

March, Guangxi cement prices have been running

at a low level for a long time. From the supply side, off-peak production is the main driving factor for this round of action. The arrangement of 12 to 15 days of kiln shutdown means that the effective output of cement in the whole region will shrink substantially in July, hedging the current high inventory pressure.

However, at present, Guangxi is in the rainy season, the continuous rain leads to the obstruction of terminal construction, the light demand for cement, and the slow pace of downstream procurement. In the context of sluggish demand, the increase of 40 yuan/ton constitutes a direct test of the market carrying capacity. The operation path of

this round of Guangxi market is clear and the sincerity of supply contraction is sufficient, but whether the suppression of demand by rainy weather can be lifted around mid-July, and whether enterprises can strictly enforce the production restriction discipline and put an end to stealing behavior during the period of kiln shutdown, will ultimately determine how much of the 40 yuan can be converted into the actual transaction price.

To sum up, the actual implementation of this round of push up still needs further follow-up and observation.