Last week, the price of cement dropped more obviously in Guizhou and Guangxi.

Last week, the overall trend of cement in China was stable, and prices in some regions were reduced. After the Lantern Festival, due to the effects of cold weather, the general project in the north was basically stagnant, the market demand was small, the market continued in the off-season, and some cement companies were still in the period of stopping the kiln maintenance. Therefore, the overall price trend was stable last week. Affected by supply and demand, cement companies in some regions lowered their prices, among which were Anhui and Guangxi.

East China: The overall market is relatively stable, with some areas appearing downward adjustments. Before and after the Lantern Festival, cement prices in some areas of Anhui Province were lowered. Conch Cement cut its prices by RMB 30/t in Anqing and Tongling. Liu’an Conch also reduced the original high price of bagged cement by RMB 30/t. O42.5 bags are about 430 yuan / ton, P. C32.5 bags are about 365 yuan / ton, the bulk price unchanged, in addition to Hefei prices stable, but the leading enterprises clinker prices down 25 yuan / ton, ex-factory price of clinker along the river 300-310 yuan / ton; Affected, the market price in Shandong is stable; in Jiangsu and Zhejiang, no projects have been implemented since the year, and the transaction volume is low and the price is stable. Some production lines in the Chaohu region have ceased production. Therefore, the current inventory pressure is not high, and most manufacturers’ inventory is maintained at around 50%.

North China: Market demand is limited and prices are stable. There is no transaction volume in the Beijing-Tianjin region, and the overall price remains at the pre-holiday level; the market price in Hebei is stable and the inventory is about 80%. According to insider statistics, Hebei's 2012 new production capacity will reach 12 million tons. The sales situation is grim; the price of cement in Inner Mongolia stabilizes. , And the price is not much different from the previous year; Shanxi price stability, P. The ex-factory price of C32.5 is around 261 yuan/ton, P. The O42.5 ex-factory price is around 334 yuan/ton.

Northeast: Small volume and stable prices. The Heilongjiang market has basically no volume and the price is stable. The ex-factory price of C32.5 is around 415 yuan/ton, P. O42.5 ex-factory price is about 471 yuan / ton; Jilin most parts of the region is still in the stage of winter storage delivery, some large manufacturers are directly ending the winter storage and high sales prices, the range of about 20-25 yuan / ton; Liaoning also in Jilin conditions Quite a few regions are in the process of formulating new sales prices, and some regions have not formulated a winter sales plan. Current quotation has been with years ago.

Northwest: The market is calm and the overall performance is stable. The market demand in Shaanxi, Gansu, and Ningxia is limited, and the price is stable. The Qinghai region began to end winter storage, and the price has risen by about RMB 30/ton, P. C32.5 ex-factory price at 278 yuan / ton, P. O42.5 ex-factory price is about 315 yuan / ton; Xinjiang cement prices are stable.

Southwest: The overall price is stable. Cement prices in Sichuan are stable, P. C32.5 market price at 292 yuan / ton, P. The market price of O42.5 is around RMB 350/t; the market demand in Chongqing is cold and the price is stable. The market price of C32.5 is around 284 yuan/ton, P. The market price of O42.5 is around 332 yuan/ton; the cement market in Yunnan and Guiyang is calm and the price is stable.

Zhongnan: There are price cuts in some areas. Affected by factors such as seasonality, weather, demand, etc., the price trend in Hunan last week remained stable. Currently, the overall price in the Hubei market is also relatively stable. In some regions, there is a price reduction of around ten yuan; in all parts of Guangxi, there are price cuts before and after the Lantern Festival, and the price cuts Between 10-40 yuan / ton, of which the largest in eastern Guangxi, clinker price ex-factory price of about 235 yuan / ton; Guangdong prices before and after the Spring Festival is relatively stable, after the Lantern Festival Yingde conch clinker first price 15 yuan / Ton, another large cement company in the same area is still holding its mud. At the same time, Chuntan Cement raises the price by 20 yuan/ton in all specifications in Yangjiang, and other areas in Huizhou have not yet moved; the overall price in Henan is stable, and it is the largest cement in Henan. The base of Xinxiang, prices of various manufacturers have gone up and down, the rate of about 15 yuan / ton.

The interpretation of important relevant information last week:

1. New cement clinker production capacity of 201 million tons in 2011 According to preliminary statistics from the China Cement Association, 166 new dry process cement production lines were newly put into operation in 2011, and the newly designed cement clinker production capacity was 202 million tons. Among them: 87 production lines with a daily output of 4,000 tons and above, which accounted for 69.2% of the total capacity of new cement clinker; 78 production lines with a daily output of 2,000 tons and a daily output of 4,000 tons, which accounted for 30.57% of the total capacity of new cement clinker; 1,500 tons per day One production line only accounts for 0.23% of the total capacity of new cement clinker.

2. In 2011, the investment in water conservancy construction exceeded the threshold of 100 billion yuan for the first time. With the joint efforts of all parties, investment in water conservancy construction reached a record high in 2011. The fund for implementation was 345.2 billion yuan, of which the central government invested 114.1 billion yuan, for the first time exceeded 100 billion yuan. The barrier; local water conservancy investment reached 231.1 billion yuan, a record high.

3. China Electric Power Association expects a power shortage of 40 million kilowatts this year. The China Electricity Council has estimated that the nation's largest electricity shortage will reach 30-40 million kilowatts by 2012. China National Electric Power Co., Ltd. announced in its national electricity supply and demand situation in 2011 and 2012 analysis and forecast that the growth rate of electricity consumption in the whole society was between 8.5% and 10.5% in 2012, and 5.14 trillion KWh of electricity was used throughout the year. May present a "low front and high back" distribution.

4. The domestic oil price rose by 300 yuan per ton to increase the cost of cement transportation. The National Development and Reform Commission issued a notice on the 7th and decided to increase the price of gasoline and diesel by 300 yuan per ton from the midnight on February 8, and measure the retail price to 90 petrol and No. 0 diesel (national average) increased by 0.22 yuan and 0.26 yuan per liter respectively. For cement companies relying on road transport, there is no doubt that transportation costs have increased.

5. CPI rose by 4.5% in January and January, and the probability of RRR cut was weakened The National Bureau of Statistics announced on the 9th that in January this year, the national consumer price index (CPI) rose by 4.5% year-on-year. This is the first time that CPI gains have rebounded in 6 months, which is far beyond market expectations of 4% to 4.1%. After the release of the data, the expected reduction in the deposit reserve ratio is lowered in the short term, and the market is expected to postpone the punctuality of the deposit.