It is understood that due to the impact of overloaded treatment in Ningxia, some cement prices have risen by 30 yuan/ton, and the quotation has not been adjusted yet, but the market development situation is more favorable to enterprises. The joint increase in cement prices in Xinjiang and Ningxia is beginning to radiate the cement market in Gansu Qilianshan (600,720).

Cement prices rose in many provinces

“Since Jiangsu's power cuts have reduced production, prices in Anhui and Fujian have picked up. Companies in Jiangxi Province have also followed up, basically rebounding to the level before the fall. Nanchang has raised RMB50/ton in Jiujiang, and Jiujiang and Fuzhou have raised RMB30/ton. Ton.” Wang Xiaoliang, an analyst with Digital Cement, told reporters.

“This week, cement prices in Jiangxi Province have been significantly raised, mainly due to supply shortages caused by power curtailment. In addition, strong demand is also an important factor supporting price increases. It is expected that the power shortage and the ever-expanding peak season pattern in East China will make the future The supply and demand of cement in the region continued to be tight, and prices are expected to continue to increase.” Another industry analyst told reporters that the current supply in Jiangxi Province is also tight, so cement prices have been hovering at high levels.

In fact, the reporter learned that last week the national cement market price rose 0.89% last week. The increase mainly reflected Jiangxi and Xinjiang regions, which were raised by RMB 50-80/ton. Among them, cement prices in Jiangxi increased by RMB 30-50/t.

This reporter learned that the recent power cuts in some regions led to a reduction in cement plant prices and boosted prices, which also occurred in Henan Province.

It is reported that last week in some areas of Henan Province, the limited electricity production, the Anyang, Hebi original low prices are gradually rising, compared to the previous period, increased 20-30 yuan / ton.

Unlike Jiangxi and Henan, the increase in cement prices in Xinjiang is affected by rising demand.

"After entering April, there was a continuous rise. Urumqi's low-priced prices rose to 500 yuan per ton, high-grade numbers reached 560-580 yuan per ton, and the southern Aksu region also increased to 420 yuan per ton, exceeding expectations by 20 yuan per ton. "Wang Xiaoliang analyzed that from the current situation, the tight supply situation cannot be eased in the short term, and prices will remain high.

In response, analysts from Guotai Junan pointed out that since April 11th, there have been 23 highways that include key conditions for Xinjiang’s key highway projects. On April 12, Ili, Altay, Changji, Bazhou, Kashgar, Turpan, and Urumqi, etc. The construction of 17 highways in Dizhou City started at the same time. The start of a series of projects indicates that the demand for cement in Xinjiang has been booming. The demand for cement in Xinjiang will continue until October.

Cement in Ningxia and other places also rose

The reporter noted that, in addition to factors such as power cuts and demand recovery, the treatment of overloaded overruns has also boosted the price of cement in some regions.

“In the beginning of April, Jidong Cement Co., Ltd. and Golden Harvest Co., Ltd. issued price notifications for Beijing and Tianjin at a rate of RMB 100/ton, which is basically stable,” said one insider. .

According to the reporter's understanding, similar to Beijing Tianjin, the recent cement price control in Ningxia affected the impact of overload, cement raw materials into the plant cost increases, prices will gradually increase.

In late April, the factory price of Ningxia Bohai Cement has been raised by RMB 30/t. After entering May, Ningxia cement prices will gradually increase as demand gradually increases.

The above-mentioned personage inside course of study expresses, it is worth paying attention to is that although the current horse industry has not made the price adjustment temporarily, it is estimated that the price will be increased soon, and the rate of increase may be the same as that of Bohai Cement. In addition, the rise in cement prices in Xinjiang and Ningxia has begun to radiate cement market in Qilianshan, Gansu.

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