Yesterday (27th), major brand enterprises in the Pearl River Delta, Guangdong issued a price increase notice saying that in recent years, the seasonal demand for cement has been increasing, and the inventory of cement companies in all factories in the Pearl River Delta is at a low level, and the continuous procurement of clinker from eastern Guangdong and Fujian in Jiangsu and Zhejiang areas has led to a significant decline in cement inventory in the region. Affected by this, it is expected that the entire variety will be increased by 30 yuan/ton on December 3.
Dear users:
Recently, the seasonal demand for cement has been increasing, and the inventory of cement enterprises in all factories in the Pearl River Delta region is at a low level. The continuous procurement of clinker from eastern Guangdong and Fujian in Jiangsu and Zhejiang areas has led to a significant decline in cement inventory in the region. Affected by this, it is expected that the entire variety will be increased by 30 yuan/ton on December 3. At that time, users are requested to seize the opportunity and make corresponding preparations in advance.
Yesterday (27th) at 17:35 pm, a certain wharf sand factory notified that the price of sand washing was increased by 250 yuan/square meter at 7:00 pm, and at 19:46 pm, the price of sand washing was announced again to be implemented by 300 yuan/ton.
During the same period, many merchants and companies in Guangdong issued notices to raise prices. Its price adjustment notice stated that after November, cement, stone, etc., the main materials for producing commercial concrete /mortar have increased prices several times, resulting in the continuous increase in production costs of concrete enterprises.
In order to alleviate the pressure of a significant increase in concrete production costs due to the continuous rise in the market raw material prices, according to the current market changes, from now on, the settlement unit price of concrete of each grade will be increased by 30 yuan/cubic meter based on the current execution unit price; the settlement unit price of mortar will be increased by 30-50 yuan/cubic meter based on the current execution unit price.
As concrete companies issued a price increase notice, major brand cement companies in the Pearl River Delta region are still crowded, and the tight cement supply situation is still continuing.
Similar to this market is the area in the . Recently, the Xi'an Construction Energy Conservation Association issued a "Notice on the Relevant Situation of the Premixed Concrete Industry", which stated that since September 21, the Xi'an construction market bulk cement has raised its price for four consecutive times, with a cumulative increase of 140 yuan/ton. As November 15 enters the winter prevention period, all cement enterprises in Guanzhong, Shaanxi Province will gradually suspend production, resulting in increasingly tight supply of bulk cement, which is very likely to trigger a new round of cement price increases. At present, not only kiln companies in Guanzhong have suspended production restrictions, but the supply of cement is becoming increasingly tight. During the winter prevention period, Xi'an City will continue to implement traffic management measures for motor vehicle restrictions, and the traffic restriction areas will be expanded.
It is understood that according to the information released by the Shaanxi Construction Project Cost Station, the information price of Xi'an C30 ready-mixed concrete in November was 720 yuan/cubic meter, and has been raised for six consecutive months, up 54% from the same period last year, but it is still lower than the same period of sand and gravel materials, which rose by about 125% during the same period. Xi'an Building Energy Conservation Association mentioned that it hopes that all concrete companies will pay attention to market trends in a timely manner.
At the same time, the long queue of cement trucks in front of the door of each cement company is still the same, and the tight supply market has not yet been alleviated.
In the past two days, the Beijing-Tianjin-Hebei region has ushered in another wave of price increases. Regional leading enterprises Jinyu Cement Economic and Trade Company Shijiazhuang, Handan , Baoding and other companies have successively issued price adjustment notices. Major brands such as Jinglan Cement and Quzhai Cement in Shijiazhuang also issued notices to raise cement prices at the same time. The price adjustment letter is as follows:
Correspondents of Cement People Network reported that many regions entered the construction period in the fourth quarter, and the traditional peak season of the cement industry has arrived. In the past two days, major brand companies in Yunnan Province have begun to raise cement prices, and Yunnan, Sichuan, Chongqing and other regions in the southwest have been in a state of "rise".
As the prices in various regions are raised, the prices of cement in various regions have reached a new height. Dalian Onoda P.II52.5 cement is close to 900 yuan/ton.Jiangnan-Onoda's notice letter increased by 50 yuan at one time, with a price of up to 700 yuan/ton.
The monitoring data of the Cement People's Network Information Center shows that cement prices in various regions have repeatedly broken new highs, and the highest price is expected to break through the highest level of the previous year to reach the historical peak.
Cement People Information Center Key Monitoring Area
P.II52.5 Bag Cement Highest Price
Data Source: Cement People Information Center Database
It is understood that since the peak season in September last year, cement prices entered the upward channel, and cement prices have been rising from more than 300 yuan. This year, it has climbed to the highest level in history, and there is a clear off-season pattern. Recently, supply shortages have occurred in many regions, and the phenomenon of difficulty in finding a ton has occurred frequently. (Related link: Cement price breaks through the highest level in 10 years!)
The monitoring data of the Cement People's Network Information Center shows that the highest price of PO42.5 bulk cement is still in Tibet Plateau , with the highest price of 745 yuan, and the second place is in the Zhejiang area, with the highest price of 675 yuan/ton.
Cement People Information Center Key Monitoring Area
PO42.5 Bulk Cement Quotation
Unit: Yuan/ton
Data Source: Cement People Information Center Database
Cement People Information Center Key Monitoring Cement Enterprise
Mid-October PO42.5 Bulk Cement Quotation
Data Source: Cement People Information Center Database
The above data shows that this month's PO42.5 bulk cement basically continued to the ranking order of mid-October, and the most eye-catching one is the Zhejiang region. According to the correspondent of Cement People Network, the recent shutdown of kilns in Jiangsu and Zhejiang regions has been restricted, and the inventory of clinker in enterprises is seriously insufficient. Some kiln companies even have to purchase clinker from outside to solve the urgent problem.
Secondly is Shandong. The price of PO42.5 cement in Shandong Province is almost over 500 yuan/ton in the whole country, directly pointing to 600 yuan/ton, which is not inferior to that of the Jiangsu and Zhejiang regions in terms of momentum. It is understood that some leading enterprises in Shandong Province have been crowded with people recently, and there has been a phenomenon of queuing day and night.
November 26th, a Zhonglian Cement in Shandong region has brilliant lighting
queuing in front of the door, entering the factory in an orderly manner. The rising cement prices are very likely to make the profits of the cement industry break through the best results in history this year. Downstream commercial mixed enterprises are not willing to be outdone and continue to follow up. There is more than a month left in 2018. The continued surge in cement prices is whether it is the rise relay or the final crazy. I believe that the market will have an answer in the near future.