At the peak season, most of the cement companies have announced the price increase expert: the demand for the national cement market is still weak

Our reporter Zhang Min, a trainee reporter Liu Zhao, has continued to be sluggish since this year. The cement output from January to July 2022 has reached a new low in nearly 11 years. With the downturn of cement output, cement prices are at a historical low. However, with the increasingly approaching traditional peak season, cement companies in some areas have issued prices. Does this mean that the cement market starts to warm? Jiang Yuanlin, chief analyst of Cement Cement and Director of Cement Information, told the Securities Daily that "although it is about to enter the peak demand season in the industry, the demand for the national cement market in the country is still weak.行业效益难言乐观。部分地区水泥企业发布的调价函更像是在提振整体低迷的市场行情。”水泥产量创11年来新低8月15日，国家统计局发布数据显示，2022年7月份， The national cement output was 192.18 million tons, a year -on -year decrease of 7.0%. From January to July, the national cement output was 116.395 million tons, a year -on -year decrease of 14.2%. From the perspective of past data, the cement output from January to July 2022 is the lowest value in the past 11 years. As of August 15, the National Cement Price Index (CEMPI) was 142.64, a decrease of 1.21%compared with the same period last year, and a decrease of 29.23%compared with the beginning of the year. According to data from business agency, on August 16, the price of Shanghai Conch with cement P.O42.5 was 600 yuan/ton, a decrease of 33.33%from 800 yuan/ton at the beginning of the year. Digital Cement Network Shi Kaifeng introduced that in July 2022, the real estate market still showed a downward trend, and the shortage of project funds failed to alleviate. Although the heavy rainfall weather decreased, under the large -scale high temperature, Weak, a single monthly cement output is the lowest level in the same period in the past ten years. From January to July, the cumulative cement output of the country decreased significantly year-on-year, and the production was the lowest level since 2012, and the decline was narrowed from January-June. In August, high -temperature weather was gradually gone, but the risk of stagnation in the world's economic stagnation risks rising, and the foundation of domestic economic recovery is not strong. At the same time, the epidemic situation in some areas recurrence. It is expected that the demand for the cement market will slowly recover. Cai Yanfen, a century-old building cement analyst, told the Securities Daily reporter that "Since the third quarter, the country's multi-land cement companies have continued to carry out the peak peak-stop kiln stop plan. The adverse factors such as the epidemic and shortage of funds, the performance of the demand is not satisfactory. Some cement companies have extended the kiln time on the basis of the original plan. The supplies of the clinker are narrowing and the cement output is decreased. Under high temperature weather, the electricity consumption has risen. The State Grid calls for saving electricity consumption, timely repairing first -line power facilities and orderly power consumption to ensure the safety and stable supply of power of the power grid. For cement production enterprises, electricity arranges will be restricted in the operation of the cliny kiln line or cement.磨机生产，水泥供应继续收紧。”江元林表示，“伴随着传统旺季到来，水泥价格或缓中有升。虽然传统基建、房建乃至市政行业对于水泥的需求有所降低，但风电设备、 Emerging markets such as charging pile equipment are increasing with cement demand. The entire cement industry is still more optimistic about the second half of the year. "The price increase letter is more like boosting market confidence in late August, and the cement industry is about to enter the traditional peak season. Recently, the prices of cement prices in most parts of the country in Inner Mongolia, Liaoning, Shaanxi, and Qinghai have begun to increase. Among these rising letters, we are mainly head enterprises such as Jidong Cement, Jinyu Cement, and landscape cement. Due to the continuous operation of the price of enterprise environmental protection, the continuous operation of the original burning materials, and the continuous increase in the cost of cement in the long -term suspension of production, the price of cement will rans up by 20 yuan to 55 yuan per ton. From August 8th, some enterprises in Chifeng, Inner Mongolia issued a notice of increased, significantly raised the price of cement by 100 yuan/ton. On August 10, some enterprises in Dalian, Liaoning notified the price of cement by 50 yuan/ton. On August 11, some companies in Xining in Qinghai notified the price of cement by 40 yuan/ton. On August 15, some companies in Beijing, Tianjin, and Tangshan in Hebei raised the price of cement by about 30-55 yuan/ton. Judging from the performance of cement companies that have been released for a semi -annual report, the cement industry has developed relatively in the first half of the year. From January to June 2022, Tower Group Group achieved operating income of 2.593 billion yuan. A year -on -year decrease of 28.64%; net profit attributable to mothers was 175 million yuan, a year -on -year decrease of 80.90%. China Resources Cement Holdings achieved operating income of HK $ 16.117 billion, a decrease of 20.1%year -on -year; gross profit was HK $ 3.303 billion, a year -on -year decrease of 47.5%. In addition, the performance of Jidong Cement, Jinyu Group, Fujian Cement and other cement companies such as Jidong Cement, Jinyu Group, and Fujian Cement, which have disclosed semi -annual performance trailers. Although the performance is not good, head cement companies have continued confidence in the development of the industry and continuously. Jidong Cement said that since late July this year, the company's comprehensive sales of cement and clinker have grown positive growth compared with the same period last year. Recently, the company's sales price of most areas has been raised. Tianshan Co., Ltd. said that the cement market is gradually recovering, and the southern market represented by the southeast region has recovered slightly. On the whole, cement shipments have returned to about 7-80 % of the same period last year, and the price has recently risen by about 20 yuan/ton. Regarding the market price of multi -land cement companies across the country, Jiang Yuanlin told reporters that "Cement companies are currently very limited to production, and nearly 50%of kiln lines are in a state of suspension.

Recently, the cement market mainly relies on infrastructure to support, and the demand for housing construction and municipal construction is weak.There is a phenomenon of polarization in the cement industry. Some large cement companies bear the protection of key infrastructure projects, and the share of other markets will be reduced, causing certain supply tensions.They are optimistic about this round of cement price increase.However, for small and medium -sized cement companies, their inventory is still very high, and such companies are unwilling to increase their prices.Because the price increase in this round is more like boosting market confidence, but it is still to be observed whether it has the effect of lifting the market."Picture | Site Cool Hero Bao Map.com

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