202 1 what is the price trend of cement? Have you ever participated in the global Dezhi Cai Hui Cement Exhibition?

Cement prices will not fall at 202 1 and 1. On September 16, Guangxi released the sixth round of cement price adjustment announcement. Following the increase of cement price by 80 yuan/ton in September 1 1 the whole province, major manufacturers in some areas once again informed the cement price to increase by about 50-60 yuan/ton. On the same day, major enterprises in Guangdong Province successively notified that the prices of cement and clinker in the province would be raised by 80 yuan/ton.

1. Will cement prices fall in 202 1 and 1?

202 1, 10 year 10 month, the national average cement price was 644.438+0 yuan/ton. In September, 20021year, the national average cement price growth rate was 36. 1%, which was higher than the following average 1.49 1%, and the growth rate was optimistic. The Central Plains region, with a unique geographical position, is located in the center of China inland, that is, the high-pressure area of environmental protection policy and the area where cement demand is concentrated. Generally speaking, the price of cement is higher than the national average price. Cement refers to the representative ordinary portland cement, mainly the price of bulk portland cement with strength grade of P.O42.5, and the price source is mainly the ex-factory quotation of some leading cement enterprises.

Second, the final growth rate of the national average cement price

For a long time, the cement industry has been regarded as an industry with high emissions, high pollution and overcapacity, and it is necessary to fight a "protracted war" for pollution prevention and control. For cement enterprises, industrial low-carbon emission reduction undoubtedly represents the need to invest more costs. However, the improvement of environmental protection often has a long investment cycle and slow results. With the rapid development of China's economy, cement plays an increasingly important role in the national economy. According to the data of the National Bureau of Statistics, in 2020, the cumulative cement output in China was 2.377 billion tons, up by 1.6% year-on-year.

To sum up, with the increasing pressure of energy consumption, environmental protection and emission, the continuous implementation of peak shifting normalization and production restriction will continue to put pressure on the supply side. During the peak season of 4Q, the cement price is expected to rebound strongly, pushing the leading profits to exceed expectations, and the medium-term profits of the industry will remain high.