How much is a ton in CONCH in 202 1 year?
Recently, the price of CONCH in Shandong has declined. The original regional coordinated implementation price is not lower than 500 yuan/ton. Recently, CONCH directly reduced 30 yuan/ton, and the in-place price is 470 yuan/ton. According to this calculation, the ex-factory price of CONCH is about 430 yuan/ton.
There are differences between CONCH and other cement enterprises in the region. The reason is that Jining City, Shandong Province issued the "Jining Seasonal Production Control Plan" last month, and subordinate enterprises such as CONCH, Zhonglian Cement and Shanshui Cement stopped kiln production from September 1 1 day to September 30.
During this period, Jining CONCH Co., Ltd. was jointly reported to the Cement Association by peer companies because of the late implementation of the suspension policy, which was called "joint petition" by peers in Shandong region.
Later, according to media reports, the event fermentation had a great impact on enterprises. The local authorities asked Jining CONCH to postpone the kiln opening for one week. Or in order to recover losses, win more customers, and at the same time crack down on peer companies, regardless of the previous collaboration in the same industry, directly reduce prices and give profits to consumers.
202 1 year CONCH price list
202 1 year cement price still has room to rise. Cement is a seasonal product, and the price fluctuates greatly in the off-season season. For example, the lowest price of cement in the Yangtze River Delta region is only about 300 yuan/ton in the off-season, while the price of cement in the peak season is as high as 600 yuan/ton, which is twice the price difference. If the price is too high, it will cause a large number of cement and clinker from other places and even foreign countries to enter and lose market share. However, there is still a lot of room for the lowest price of cement to rise. With the improvement of industry concentration, the enhancement of market control ability, the implementation of peak-shifting production system, and the solution of problems in areas with serious overcapacity in Northeast China and Yunnan-Guizhou, the seasonal fluctuation of cement prices will become weaker and weaker, and the price drop in off-season will become smaller and smaller, so the average price of cement can be increased throughout the year.
Based on the above logic, in the next few years, the cement industry is still worthy of continued optimism. 202 1 year will be the year when the valuation of cement companies will be restored, and the performance of most cement listed companies will maintain a rising space of more than 10-20%. In addition, the cyclical nature of cement companies will gradually weaken, and the valuation will be restored, and the gross estimated share price will have a rising space of about 50%, some of which are extremely extreme.
The above is an introduction to the price list of CONCH in 20021year and CONCH in 20021year. At present, it is the off-season of cement, so the price of cement is reduced. Affected by environmental protection policy, limited production of cement factories and COVID-19, the demand for cement is relatively low at present. By the second half of 20021year, the demand for cement will rise, and its price will also rise. For the latest price of cement building materials, please continue to pay attention here.