Editor / Futu Information Bob
According to Futu News on December 11, the building materials cement plate is strong today. As of press time, the plate rose more than 3%. Among the constituent stocks, Anhui Conch Cement rose 3.59%, Asian cement (China) rose 2.87%, China Resources cement Holdings rose 2.42%, China National Building Material rose 2.15%, Jinyu Group rose 1.81%, and Shanshui cement rose 0.78%.
Source: Futu Securities
Photo source: China cement net
According to the statistics of China cement Network, cement prices in Fujian have risen for seven rounds since the second half of the year, with an average increase of 190 yuan per ton, and local prices have reached the highest level in history. In addition, according to the China cement Network market data center, according to market feedback, towards the end of the year, some key projects are on schedule, and the market demand in Fujian is relatively good. In addition, the production of equipment or mine problems in some large factories is limited, and the overall inventory is generally not high. In order to improve profits, major manufacturers in Fujian plan to continue to notify the increase of cement prices of 20-30 yuan per ton from December 12 to 13. At present, some manufacturers have issued adjustment notices. Now the coastal Fuzhou area big factory P.O42.5 bulk mainstream factory / warehouse 550570yuan / ton. If this round of rise is implemented, the cumulative increase in cement prices in Fujian will reach 220 yuan / ton.
Reported that, according to market feedback, near the end of the project rush, demand in eastern Guangdong is good, the enterprise inventory is low. At the same time, the price market around Fujian and Jiangxi continues to rise, the number of entering the eastern Guangdong market decreases, and the regional cement supply is tight. Overall, since the beginning of the month, the cumulative notice of cement prices in eastern Guangdong has increased by 60 yuan / ton, and the clinker price notice has increased by 40 yuan / ton, showing a continuous upward trend.