China Cement Network, on November 11, the Southwest Cement Price Index rose 0.21 points from the previous trading day, closing at 313.72 points, or 0.07%, which was the only regional index that rose in the country on that day. Over the same period, the national index fell 0.13 points, the Yangtze River index fell 0.17 points, the East China index fell 0.35 points, and the remaining seven regional indexes were flat. The Southwest Index has risen slightly for three consecutive trading days, with a cumulative increase of 0.60 points. In terms of
price, the price of cement in Liangshan, Mianyang and Deyang of Sichuan has been raised by 20-30 yuan/ton recently due to the promotion of re-pricing by leading enterprises in Sichuan and the support of key projects at the end of the year. The average reference price of P.O42.5 bulk in the three places rose by 6.00%, 4.00% and 4.00% respectively, and the Sichuan P.O42.5 index rose by 0.73% annually. During the same period, the average reference price of bulk in Chongqing fell by 5.00%, and the increase of regional index was significantly narrowed.
In the short term, the Southwest China Index is still down 16.61% year-on-year, and the foundation for recovery is not solid; the demand side is weak as a whole, and Yunnan and Guizhou are not good at pushing up prices in the early stage, so it is difficult for enterprises to support prices. Cost-side coal prices are still at a high level, providing support for the price recovery. With the downward temperature and the narrowing of the rush window at the end of the year, the landing range and sustainability of this round of push up in Sichuan remain to be observed, and the callback pressure in Chongqing and other places can not be ignored.
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