In September, under the double pressure of "rising cost and falling price", the profit margin of cement enterprises has been continuously squeezed and the operating pressure has been increasing due to the direct impact of the rising price of raw materials such as coal on the production cost. Losses of enterprises have been further expanded. In this context, the industry's overall willingness to push up has increased significantly, and many places have set off a wave of price increases. However, the current downstream demand has not improved significantly, and whether this round of price increases can land smoothly remains to be seen.
Specifically,
according to market feedback in Yunnan
, affected by the recent sharp rise in coal prices, the production costs of cement enterprises in Yunnan have risen significantly, and the current regional cement prices are at a low level, so the profits of enterprises are under pressure. The overall willingness to raise prices is strong. In order to hedge the cost pressure, the main enterprises in the region have pushed up the cement price by 100 yuan/ton since September 9. At present, major enterprises have issued price increase notices one after another, but the downstream acceptance and price landing sustainability remain to be further observed. After
September, the weather conditions in Jiangsu improved, and the market demand was warmer than last month. The price of raw materials such as coal has continued to rise, the cost of cement production has risen, and the loss of enterprises has further expanded. In order to reverse the loss situation, from September 7 to 8, some leading enterprises in Nanjing, Zhenjiang, Yangzhou, Taizhou, Yancheng, Huaian and Suqian in Jiangsu Province began to tentatively promote the increase of cement prices by 10-15 yuan/ton, and the specific implementation remains to be observed. In addition, at present, the quotations of enterprises in Suzhou, Wuxi and Changzhou are temporarily stable, and it is expected that the probability of following up the rise will be higher in a few days. According to market feedback from
Shanxi
, cement enterprises in Taiyuan, Lvliang and northern Shanxi notified that the price would be raised by 30-40 yuan/ton from the 8th. The main reason is that the price of raw materials such as coal will continue to rise, pushing up the cost. In addition, the kiln will be shut down for nearly a month from the 15th, and the supply will shrink. However, the regional real estate market is in the doldrums, infrastructure is shrinking, demand has not improved significantly, inventory is still at a high level, and the implementation of this price increase remains to be observed. The price of raw materials such as coal
in Shandong
continued to rise, the cost of cement production increased, and the loss of enterprises further expanded. In order to improve the quality of operation, some leading enterprises in Shandong have launched a new round of pushing up the price of cement from September 5 to 8, with the mainstream range of about 50 yuan/ton. From the feedback of the market, this round of price increase has shown obvious differentiation. At present, only some markets such as Jining and Heze have been realized, while the price increase in other areas still needs to be implemented.
Gansu
, according to market feedback, since September 4, a number of mainstream cement enterprises in Tianshui, Gansu, notified an increase in cement prices of 30 yuan/ton. Recently, due to the rising prices of raw materials such as coal prices, which push up production costs, as well as the narrowing of corporate profit margins and the pressure of operation, enterprises have a strong willingness to push up. This round of price adjustment also aims to pave the way for the "golden nine silver ten" traditional peak season. According to the market feedback from the three provinces
in Northeast China (Heilongjiang, Jilin and Liaoning)
, the price of the cement market in Northeast China dropped rapidly to the original point after the failure of the last round of push up, and the weak terminal demand and the difficulty of the organization of off-peak kiln shutdown became the core resistance restricting the price rise. Since September 4, the mainstream manufacturers in the region have collectively notified an increase of 50 yuan/ton in cement price, but in the context of high inventory and weak demand, the actual implementation effect of this round of price increase remains to be further observed. Affected by the weakening demand and intensified competition in
Inner Mongolia
in the early stage, the market price continued to decline. Since September 4, mainstream enterprises in Chifeng, Xing'an League and Hulunbeir in the east have notified an increase of 50 yuan/ton in cement prices. At present, the terminal demand is still weak, coupled with the poor organization of off-peak kiln shutdown, the difficulty of inventory digestion still exists, and the actual landing effect of this round of price increase remains to be observed. According to the market
in Henan
, the price of raw materials such as coal has been rising continuously recently, and the cost of cement production has been increasing. In order to alleviate the pressure of operation, the leading enterprises have pushed up the price of cement by 20 yuan/ton again since September 2. At present, the weather in Henan is fine, but the market demand has not improved, the shipment of enterprises is maintained at the level of 4-5%, the inventory is running at a high level, and the actual landing effect of this round of push up still needs further follow-up observation. According to market feedback
in Shaanxi
, on September 1, the mainstream cement enterprises in Guanzhong area of Shaanxi notified an increase of 30 yuan/ton in cement price. Since the beginning of this year, local prices have continued to run at a low level, and manufacturers' profits have been under pressure. In order to improve operating efficiency, enterprises have actively pushed up. However, due to the poor implementation of off-peak production, the overall high inventory, coupled with the flat performance of the demand side, the actual landing effect of this round of price adjustment remains to be further observed.
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