SUMMARY
Although there are no statistics on consumption in October, according to our actual observations, consumption of the whole cement industry (both domestic and export) is still slow, especially domestic consumption. In the context of the construction progress of major infrastructure projects, there are not many changes, and many large real estate projects have been suspended from mid-October until now because large real estate enterprises are facing difficulties in capital and liquidity.
Accumulated 10M/2022, cement production output reached 95.4 million tons, up 7.4% over the same period in 2021, while domestic consumption was slow, and export in 10 months decreased by 29.9% over the same period in 2021. Accordingly, inventories until the end of October continued to increase and competitive pressure in the industry increased, especially in the North.
TABLE OF CONTENTS
A. PRODUCTION SITUATION
Domestic Production & Monthly Growth
Structure by Business Group
- VICEM
- Joint Ventures
- Private
Production output of VICEM by quarter (Q1 - Q3/2022)
Production output of the Joint Venture sector by quarter (Q1 - Q3/2022)
Production growth in 3Q/2022 of some large enterprises
B. DOMESTIC SALES
Domestic sales volume by quarter (Q1 – Q3/2022)
Domestic sales volume by month (Jan - Sep 2022)
Quarterly sale volume in the North (Q1 – Q3/2022)
Quarterly sale volume in the Central (Q1 – Q3/2022)
Quarterly sale volume in the South (Q1 – Q3/2022)
Monthly sales volume of each region (Jan - Sep 2022)
Quarterly sale volume by region (Q3/2021 – Q3/2022)
Sale market share by group of enterprises
- VICEM
- Joint Ventures
- Private
Domestic sales volume by group of enterprises by quarter (Q1 – Q3/2022)
Domestic sales volume by group of enterprises by month (Jan - Sep 2022)
Domestic sales volume of each enterprise 3Q/2022
C. EXPORT OF CEMENT
Export volume 10M/2019 - 10M/2022
Export volume by month (Jan – Oct 2022)
Export market share by group of enterprises 3Q/2022
Export volume of VICEM by month
Export volume of Joint Venture by month
Export volume of the private sector by month
Export volume of clinker by month
Export volume of cement by month
Export market 10M/2022
Output exported to China 10M/2019 - 10M/2022
Export volume to China by month
Export volume to ASEAN 10M/2019 - 10M/2022
Export volume to ASEAN by month
CEMENT INDUSTRY REPORT - 11/2022
Number of pages: 18 pages
Format: PDF
Data series: Last 13 months
Release date: November 20, 2022