Zhang Guoquan, one of Wenzhou's largest commercial concrete producers, complained to the China Cement Net reporter that “The price of P.O42.5 bulk cement in Wenzhou was 300-310 yuan/ton in the early stage, and prices have recently been adjusted almost every day. It takes only about a week or so. The price has climbed to 330-340 yuan/ton." Based on the long-term and good cooperation relationship with cement companies, Zhang Guoquan can get the most favorable cement prices from cement companies, and ordinary users face even greater price adjustments for cement.
Since the end of July, the price of Zhejiang cement has undergone a round of substantial and comprehensive upward adjustment. Red Lion Cement sales manager in Hangzhou told reporters that the current shipment to the Hangzhou market P.O42.5 bulk CIF has reached 350 yuan / ton, while the previous price is 270-280 yuan / ton, compared to this The price of Fan is more than RMB 70/ton.
With cement prices rising due to the shortage of clinker and cement supply, cement companies generally stated that inventory is low and the market is in short supply.
Caused the overcapacity of cement overshadowed the Zhejiang market. The reason why cement was in a hurry was that cement companies' “energy-saving and production-restricted production†and two high-industry “let power-to-people†measures have led to a reduction in the output of cement companies, resulting in a shortage of supply and demand. China Cement Network has tracked this.
Summer power cuts have most directly affected the operating rate of cement production lines and reduced the supply of cement in Zhejiang. According to a survey conducted by China Cement Network, the power shortage measures from July 21 to 29 have temporarily affected the cement market in the region. Linan Da Ma cement sales person in charge feedback, commodity concrete mixing plant and other large customers are constantly urged to require manufacturers to ship. Price is an indicator of supply and demand. Under the pressure of supply, the price of cement has risen and rises steadily.
After July 30th, enterprises in Zhejiang Province that have stopped production due to power cuts have resumed production. However, companies will still receive notices of power cuts. It is understood that cement companies in Zhejiang Province will continue to shut down power in accordance with the region in August-September, but Details have not yet been issued, the production of the enterprise will still not be able to maintain normal, and the expected operating rate is about one-third. The above-mentioned person in charge of the Malaysian cement sales stated that the company was again suspended from production on August 7 until September 1. Currently, only a small amount of inventory clinker can be used to produce cement, but it will not last long. The production of cement will stop soon, and sales will only be Can maintain the situation of price and no goods.
For this situation in the market, Secretary General of the Zhejiang Cement Association, General Secretary Cui Xiaoming, said in an interview with reporters, “The current government and the association are working hard to reduce the impact of power cuts on the supply of cement and reduce the power cut. Time, to ensure the supply of key projects, but the tight supply of cement and the moderate increase in prices will be inevitable.
In addition, as the last year of the “Eleventh Five-Year Planâ€, the weight of energy-saving and emission-reduction tasks also affected the production of cement companies.
This year is the year of energy saving and emission reduction in Zhejiang Province. In the first four years of the “Eleventh Five-Year Planâ€, the energy consumption of Zhejiang's total GDP has dropped by 17.3%, and 85% of the national target has been completed; 90.4% of the tasks of chemical oxygen demand and dioxide* emissions have been completed. And 123%. The achievement of this outstanding achievement is particularly difficult in the context of the fact that the mode of extensive economic growth in Zhejiang has not yet been fundamentally reversed, and the regional GDP growth rate has remained at a relatively high level for many years in a row.
However, the layout of productivity and limited environmental capacity in Zhejiang Province have determined the arduousness of energy conservation and emission reduction.
Since the third quarter of 2009, the high-energy-consuming and high-emission industries in Zhejiang Province have shown rapid growth, and energy demand and major pollutant emissions have increased significantly. A batch of heavy chemical projects such as Lingang Petrochemical, steel, and papermaking represented by the Zhenhai Refinery and Chemicals 1 million-ton ethylene project were completed and put into production one after another. At the same time, Zhejiang province is a province with a large distribution of cement production capacity in China. According to statistics, there were 90 new dry process cement production lines in Zhejiang in 2009. The production capacity of clinker was 85.8 million tons, the cement production capacity was 163 million tons, and the annual total cement output was 108 million tons. The clinker production is about 60 million tons. Coupled with the growth rate of residential life energy that can maintain double-digits every year, new pressure has increased dramatically.
Since the beginning of this year, due to the influence of market demand, heavy industries such as petroleum and building materials have grown rapidly. The increase in the value added of heavy industry in Zhejiang Province is 7.1 percentage points higher than that of light industry, which has a great impact on energy conservation and consumption reduction.
The Zhejiang Provincial Development and Reform Commission reported to the Provincial Standing Committee at the end of July that if only a further drop of 3.2% this year can complete the “Eleventh Five-Year†energy-saving task, but the progress in the first half of the year is not satisfactory, and the pressure to fully achieve the goal of energy saving and consumption reduction is very high. Big.
At the video conference on energy saving and emission reduction in Zhejiang province held on July 29, the vice-president and governor of Zhejiang Province, Lu Zushan pointed out that the energy-saving and emission-reduction situation is quite severe, and the power consumption of GDP has risen sharply to become the most prominent contradiction at present. The contribution rate of energy conservation in key enterprises and key industries and the contribution rate of structural energy conservation have been significantly reduced, and it is very difficult to digest energy-intensive enterprises with new energy. It is extremely urgent to complete the “Eleventh Five-Year Plan†energy-saving and emission reduction targets. The task is very arduous. We must make every effort to adopt the most direct and most effective measures to ensure the completion of the “Eleventh Five-Year†energy-saving emission reduction targets.
As a result, the cement industry, as one of the high-energy-consuming and high-emissions heavy chemical industries, has naturally become a key regulatory industry in the energy-saving and emission reduction work in Zhejiang Province. At the same time, the load of Zhejiang Power Grid has repeatedly hit new heights since August, and it has been used as high as August 2. The electric load reached 42.04 million kilowatts, setting a record high. "Power cuts and power cuts" have become important measures to ease the shortage of power supply and to promote energy-saving and emission reduction.
At present, the tight supply situation in Zhejiang Province has eased. Soaring cement prices have motivated cement companies in neighboring provinces such as Jiangsu and Anhui to enter the Zhejiang market. The supply and demand situation in the current region has basically maintained a temporary balance, despite the fact that electricity is limited. The move will still be maintained and it is expected that the price fluctuations will not be as significant as the current round of price increases.