According to the monitoring of SunSirs, the cement market in East China has been fluctuating and falling recently, with the price of 407.00 RMB/ton at the beginning of the month and 405.00 RMB/ton on December 14, down 0.49%, and the current price has dropped 34.50% year on year.

Recently, cement prices in some parts of East China have fluctuated and consolidated. It can be seen from the above figure that the cement market is mainly consolidated in the near future, with a slight decline. At present, there are many rainy days in the south, and the demand is not good. From December 7 to 8, major manufacturers along the Yangtze River in Anhui Province successively notified the price of clinker to decline, with a decline of about 40 RMB/ton. Since the beginning of December, Jiangsu Suzhou Wuxi Changzhou and other places have successively notified cement prices to decrease by 20-30 RMB/ton. At present, the decline of clinker is just the beginning. It is expected that the cement market may fall sharply with the further weakening of demand in the later period.

At present, the second round of increase in the coke market has come to fruition. At present, there have been two rounds of increase, up 200-220 RMB/ton. At present, the coking market is in a good mood. The main production areas, such as Shanxi and Shandong, have started the third round of increase of 100-110 RMB/ton, and the range of increase has gradually expanded, but the downstream steel plants are not accepting it temporarily. With the gradual recovery of automobile transportation, the tight supply of raw materials in coking enterprises has improved, and the operating rate has increased slightly compared with the previous period. However, as the price of raw coking coal continues to rise, and the cost of coke enterprises entering the furnace continues to rise, some coke enterprises still maintain the original production limit, the overall supply of coke is still tight, and the inventory in the plant is low.

Downstream: The funding problem is still in place, and the demand recovery is poor. Specifically, the real estate investment margin has weakened again, and it is still bottoming out in the short term. In some areas, a small number of projects are under construction, and the support for cement market is weak.

According to the prediction of the business agency, the demand of the East China market will further decline as the temperature continues to drop. Therefore, SunSirs cement product analysts believe that China cement market will decline mainly in the short term.

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