SUMMARY
 
In February 2024, production output, domestic sales, and exports all decreased compared to the same period due to the long holiday. However, in 2M/2024, the production and export output of the entire industry have improved over the same period.
 
Notably, exports to Bangladesh increased sharply over the same period, and the Philippines remained stable. For small markets such as Australia and Peru, it is also quite positive. In particular, Vietnam is expanding exports to the US. More and more cement businesses are signing export contracts to this market.
 
Although the industry's business situation in the first 2 months of the year was more positive than the same period last year, the industry outlook in 2024 is still not considered very positive.
 
TABLE OF CONTENTS
 
A. GENERAL PERCEPTION 

B. DOMESTIC PRODUCTION SITUATION 
Production capacity of the entire industry in 2023
Production output of cement & clinker 2M (2020 – 2024) and by month
Correlation of domestic production and consumption 2M (2020 – 2024)
Production output by type 2M (2020 – 2024) and by month
Production output by group of enterprises 2M (2020 – 2024) and by month
 
C. DOMESTIC SALES
Structure of domestic sales by region and by group of enterprises
Monthly domestic sales volume by region 
Monthly domestic sales volume by group of enterprises
Correlation of domestic production and consumption of business groups in Feb 2024 and 2M/2024

D. EXPORT OF CEMENT
Output & export value of the entire industry in 2M (2020 – 2024) and by month
Export output by type 2M (2020 – 2024) and by month
Average export price 2M (2020 – 2024) and by month
Market movements of cement and clinker exports

E. TOP EXPORT ENTERPRISES

F. SOME LARGE EXPORT ORDERS IN FEBRUARY 2024