According to the monitoring SunSirs, recently, cement enterprises in some areas have implemented staggered production. The cement market demand is better, the downstream delivery volume is rising, and the inventory is falling rapidly. The cement price in East China is 440.80 RMB/ ton on September 1, 468.60 RMB/ ton on September 27, with an increase of 6.31%. The current price is up 6.50% month on month, and the current price is down year-on-year 94%.

Since September, the weather was generally good, the cement market demand continued to rise, and the inventory decreased rapidly. Generally speaking, the cement price was in the upward channel.

Recently, many regions have deployed staggered peak production of cement industry in autumn and winter to support cement prices in relevant regions. In the peak sales season, the market demand is good, the inventory decreases rapidly, and the price rise intention of major cement manufacturers is strong, and the whole cement market is rising rapidly.

Recently, the price of coke is mainly stable, and the third round of increase of 50 RMB/ ton is basically implemented. Coking enterprises have positive shipment and low inventory. The demand for coke in downstream steel plants is good, and the demand for replenishment is high. Port inventory is low recently, and the market supply is low. It can form a certain supporting role for cement price.

Downstream: from January to July, the national real estate development investment was 7,532.5 billion RMB, with a year-on-year increase of 3.4%, 1.5 percentage points higher than that of January June. Among them, residential investment was 5,568.2 billion RMB, an increase of 4.1%, and a growth rate of 1.5 percentage points. From January to July, the housing construction area of real estate development enterprises was 8,182.8 million square meters, a year-on-year increase of 3.0%, 0.4 percentage points higher than that of January June.

According to the prediction of SunSirs, due to the influence of the peak season, the infrastructure demand continues to be good, and the cement market demand is rising. Therefore, SunSirs cement product analysts believe that China cement market is mainly rising in a short period of time.

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