Policies Promoting the prices of cement in the peak season are expected to stabilize and recover

As Zhengzhou, Taiyuan, Hefei, and Xianyang introduced the resumption of work and resumers in real estate projects, the "keeping transportation buildings and stable people's livelihood" further landed.

Many listed companies in the cement industry said that with the gradual implementation of relevant policies, the supply and demand relationship of the cement market will be further improved. The reporter noticed that some enterprises have actively adopted effective measures to cope with the current changes in the cement market.

As an important building material, the price of cement has shown signs of rising recently. Industry insiders said that the current peak season of cement is promoted by relevant policies, and the cement market is expected to stabilize and recover.

Policy

Or pull the need for cement -related needs

According to data from the National Bureau of Statistics, from January to August 2022, the national cement output was 1.355 billion tons, a year-on-year decrease of 14.2%. In August, the national cement output was 188 million tons, a year -on -year decrease of 13.1%. After experiencing the previous price trough, the price of cement is slowly climbing. According to data from business agency, on September 20, the price of cement was 394 yuan/ton, and the lowest price (July 31) 382 yuan/ton has risen 3.14%.

Tianfeng Securities believes that "cement demand is relatively slow, the characteristics of the peak season are not obvious, and the price continues to move upward trend, still relying on the supply side. In view of the successive release of the September peak production plan in some areas, the price will continue in the later period of prices will continue There is a steady stable situation. "

"'Golden Nine Silver Ten" traditional peak season is coming, and the demand for early suppression is released. In addition, the special debt is further used in place, promoting the construction of local projects and driving construction progress. The demand is expected to continue to rise. " "Securities Daily" reporter.

Taking Zhengzhou as an example, a few days ago, Zhengzhou issued a notice, requiring to realize the comprehensive and continuous and substantial resumption of all the real estate projects in Zhengzhou before October 6. "According to our recent visit to Zhengzhou cement market, there have been signs of improvement." Cai Yanfen, a century -old building cement analyst, told the Securities Daily reporter, "Generally speaking, the active effect of related policies has gradually appeared, and the Zhengzhou market has stopped construction real estate. It has been resumed. Although the progress of the market has not yet reached market expectations, upstream and downstream companies have maintained cautious attitude towards this. "

Supply and demand relationships tend to improve

Cement enterprises actively respond

Affected by the prosperity of the industry, the net profit of most listed companies in the cement industry fell year -on -year. Specifically, in the first half of 2022, the listed company of the 19 cement industry achieved a total of 19.239 billion yuan, a year -on -year decrease of 21.44%. However, with the increasing improvement of supply and demand in the second half of the year, many cement companies choose to actively respond.

Jidong Cement said on the investor interactive platform, "Since September, the demand for the company's cement market as a whole has decreased slightly compared with the same period. Since September, cement prices have risen year -on -year and month -on -month. It is expected that as the epidemic control, engineering projects are expected Positive factors such as rushing work, it is expected that market demand will increase. "

Wang Yulin, chairman of Ningxia Building Materials, believes, "With the launch of the country's stable growth policy and measures, there are many infrastructure projects planned. However, the project requires a certain preparation time from planning to actual construction. It is necessary to increase the production intensity of peaks and improve the relationship between supply and demand. "

Tianshan said, "After entering September, the traditional peak season of the cement industry has arrived. With the gradual implementation of infrastructure -related policies, infrastructure investment will increase significantly, driving the recovery of cement demand. Upgrading can confirm this. With the recovery of cement demand, cement prices are expected to gradually rise, but the specific range depends on the degree of demand for infrastructure and supply and demand in various regions. "

Tianshan Co., Ltd. further stated that "At present, the cement market has gradually recovered. From the national perspective, it has returned to more than 70%of normal levels. Increasing infrastructure investment, the implementation of real estate policies adapt to local conditions will show the effect early next year. It is expected to be next year. It is expected to be next year. The demand may be stronger than this year. "

Regarding the development of the company in the future, the Tower Group said in response to investors, "In response to the changes in the industry's environment, the company started from the cost end and sales, opened source and reduce costs and increase efficiency. The construction of projects, intelligent factories, green mines and first -level security enterprises, continuously improve the level of intelligent manufacturing, realize the green transformation and high -quality development of traditional industries, continue to enhance the competitiveness of enterprises, and create a leading cement area with competitive advantages. "

(Editor in charge: Chang Shuai Shuai)

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