According to the data of the National Bureau of Statistics Express, the national cement output in 20 19 was 2.33 billion tons, up 6. 1% year-on-year. This is the fastest growing year in the last five years. With the adjustment of cement product structure, the consumption of clinker increases year by year. In 20 19, the national cement clinker output reached a record high, and the total amount reached15.23 million tons.

From the perspective of six regions, the cement output in Northeast China increased the fastest year-on-year, with an increase rate of 13. 12%, mainly because the price difference between the north and the south continued to widen, which led to a large number of cement in Northeast China going south and promoted the improvement of the capacity utilization rate of cement enterprises in Northeast China. Followed by East China, up 9.42% year-on-year, with strong local demand as the main reason.

Cement prices in East China still have room to rise.

In terms of regional cement prices, the output in Northeast China increased the most, and the total output in East China was larger. From 20 19 to 2020, we can know that the cement price in East China is relatively high and fluctuates greatly, maintaining at 134- 183. The price of cement in Northeast China is relatively stable, mainly fluctuating between 100- 1 16. It is this large price difference between north and south that has promoted the obvious increase of cement output in Northeast China.

Recently, heavy rainfall in East China has decreased, and downstream demand has rebounded rapidly. Judging from the provinces and cities in East China, in Jiangsu, the rainy weather has decreased and the market demand has recovered well. On August 4-5, the prices of various types of cement in Zhenjiang, Nanjing, Yangzhou and other places in Jiangsu increased by 20-30 yuan/ton.

The weather in Zhejiang turned better, and the overall inventory declined rapidly. On August 5-6, the prices of various types of cement in Hangzhou, Wenzhou, Lishui and other places in Zhejiang increased by 20-30 yuan/ton.

In Anhui, the weather is sunny. In August 1, the price of high-standard cement in Bozhou, Anhui Province rose by 20 yuan/ton.

The rainy weather in Shanghai is over, and the market demand is good, which is affected by the rising price of cement around. On August 5th, the price of cement varieties in Shanghai increased by 20-30 yuan/ton.

In August 2020, with the end of the flood season in East China, various infrastructure projects started one after another, the cement market demand gradually picked up, and the shipments increased rapidly. Cement manufacturers push up the price of cement, and the cement market is on the rise.

—— The above data comes from the Analysis Report on Production and Marketing Demand and Investment Strategic Planning of China Cement Industry by Prospective Industry Research Institute.