快讯丨广东、河南等地继续推涨水泥价格

Core Viewpoint - Recent price increases for cement have been observed in various regions of China, including Guangdong, Henan, Shanxi, and Hainan, driven by factors such as production adjustments and improving market demand, although the effectiveness of these price hikes remains uncertain [1][2][3][4]. Guangdong Region - In late October, cement prices in the Pearl River Delta did not increase as expected, leading some companies to lower actual transaction prices to maintain sales. Starting from the 23rd, leading companies announced a price increase of 30 yuan/ton for bulk cement, with a 20 yuan/ton increase in Yunfu. However, overall market demand remains average, making the success of this price increase uncertain [1]. Henan Region - From November 15, Henan will implement staggered kiln shutdowns, reducing production. Favorable weather has led to a recovery in downstream market demand, prompting companies to raise prices by 20 yuan/ton. The implementation of this price increase is still to be observed [2]. Shanxi Region - Due to the implementation of staggered production policies and rising raw material costs, cement companies in Longzhi and Jincheng announced a price increase of 20 yuan/ton on November 21. However, the construction market is entering a traditional off-season, raising doubts about the effectiveness of this price increase in reaching the downstream market [3]. Hainan Region - Following previous price declines that pressured profitability, Hainan's cement companies are seeing a gradual recovery in market demand due to improved weather conditions and accelerated outdoor construction. Starting from the 26th, some leading companies announced a price increase of 30 yuan/ton for bulk cement, with the effectiveness of this increase still to be determined [4].