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[VI] CEMENT INDUSTRY REPORT - OCTOBER 2023

SUMMARY

 

The picture of the entire cement industry in Q3 did not have any significant changes compared to the previous quarter. Exports are flat, domestic consumption is still slow (even down compared to Q2), and inventories are still high. Specifically, production output decreased by 6.3%, total consumption decreased by 9.7% compared to the previous quarter.

 

Of which, domestic consumption decreased by 14.2% compared to the previous quarter. And compared to Q2, the decrease in regions and group of enterprises is quite similar. But compared to the same period last year, consumption in the South still decreased the most.

 

Exports only decreased slightly by 1% compared to Q2. However, it is worth noting that compared to the previous quarter, the amount of cement exported to most markets decreased sharply. China is still the market with the deepest decline. But thanks to being offset by the positivity of the ASEAN and Bangladesh markets, the overall industry decline was only modest.

 

OUTLOOK: Some positive factors promoting cement consumption in Q4 are newly implemented infrastructure projects, some large real estate projects restarting, and the need for home repair/construction may also increase when interest rates are low.

 

TABLE OF CONTENTS

 

A. GENERAL PERCEPTION

 

B. DISCUSSION ON SOME CEMENT PRODUCTION TECHNOLOGIES TOWARDS THE GOVERNMENT'S NET-ZERO GOAL


C. PRODUCTION

  • Production output of cement & clinker 9M(2021-2023) and by quarter

  • Correlation of domestic production and consumption 9M(2019-2023)

  • Cement production output by type 9M (2021-2023) and by quarter

  • Production output by group of enterprises 9M (2021-2023) and by quarter

 

D. DOMESTIC SALES

  • Structure of domestic cement consumption by region and enterprise Q3/2023 and 9M/2023

  • Domestic sales volume by region 9M (2021-2023) and by quarter

  • Domestic sales volume by group of enterprises 9M (2021-2023) and by quarter

  • Correlation of domestic production & consumption of some large enterprises in Q3/2023 and 9M/2023

 

E. EXPORT OF CEMENT

  • Output & export value of the entire industry in 9M (2021-2023) and by quarter

  • Export output by type 9M (2021-2023) and by quarter

  • Average export price 9M (2021-2023) and by quarter

  • Market movements of cement and clinker exports 

 

F. TOP EXPORT ENTERPRISES

 

G. SOME LARGE EXPORT ORDERS IN SEPTEMBER 2023

[VI] CEMENT INDUSTRY REPORT - OCTOBER 2023

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  • Number of pages:           26 pages

    Format:                             PDF

    Data series:                       Last 13 months

    Release date:                    October 20, 2023