Following the slight increase in ceramic tile prices in many places in late October, "The tide of ceramic tile price increases is coming!" Sweeping Shandong, Hubei, Henan, Anhui, Shaanxi, and Gansu. Recently, a new round of ceramic tile price increases has been launched in many places in Guangdong, Shandong, Jiangxi, and Sichuan. This time the increase is even greater than before.
Generally increased by 0.1~0.5 yuan/piece
The maximum increase is 10 yuan/square meter
It can be seen from the price increase letter issued by the above-mentioned ceramic tile companies that this price increase covers all types of ceramic tiles, including:
Small size products such as 300×600mm ceramic tiles and 400×800mm medium plates have generally increased by 0.1 to 0.2 yuan per piece;
Large size ceramic tile products such as 800×800mm and 600×1200mm increased by 0.3~0.5 yuan/piece;
Sichuan west tiles, tube tiles, green tiles and other products generally rose by 0.01 to 0.02 yuan per piece;
The biggest increase is for Guangdong slate products. Judging from the price increase letters issued by many slate manufacturers, slates of various specifications have increased by 5 to 10 yuan/square meter.
It is reported that the most obvious price increase in Guangdong is mainly small rock slab products. "Ceramic Information" learned from some slate traders that many slate manufacturers in Guangdong are currently restricted in production and have tight product schedules. In order to ensure their own channel production capacity and the needs of large customers, they no longer accept small orders.
The surge in “gas” is the main reason
The highest gas price in Guangdong has exceeded 5 yuan/m³
As can be seen from the above price increase letter, the increase in natural gas is the main factor pushing up production costs.
Among them, the first batch of ceramic companies in Gaoan, Jiangxi Province, began to adopt "centralized gas supply" (clean coal gas, not natural gas in the price increase letter) in mid-December.
Sichuan, Guangdong, Shandong, etc.The ground is due to almost all switching to natural gas. The price of natural gas has soared since November and the supply is seriously insufficient. Recently, "Ceramic Information" has reported on the impact of Shandong natural gas prices on the production of ceramic companies, "Shandong LNG prices "skyrocketed" to 5.5 yuan/m³, and some ceramic companies were forced to stop production early."
It is reported that the arrival price of Shandong LNG has recently exceeded 9,000 yuan/ton, that is, more than 6.4 yuan/m³.
Not only in Shandong, but also in Guangdong and Sichuan, gas prices remain high. Even as a gas source, Sichuan's natural gas advance price has been raised twice in a row in December, and Guangdong's natural gas supply continues to be tight.
"Ceramic Information" learned that Zhaoqing, the largest ceramic production area in Guangdong, is also an area with relatively sufficient pipeline gas. Since December, pipeline natural gas has increased from 2.75 yuan/m³ in November to 2.9 yuan/m³. This It has reached the highest gas price coordinated by the Zhaoqing Municipal Government at the end of 2019. However, out of the need to prioritize people's livelihood, supply is still reduced.
“Companies are now looking for LNG everywhere. For companies with guaranteed supply and stable price agreements, the gas price is 4,500 to 4,600 yuan/ton (converted to about 3.3 yuan/m³). For those without guaranteed supply agreements, it costs 7,000 to find the gas source by yourself. ~8,000 yuan/ton, still can’t find it, even if you can find it, the ceramics factory can’t even afford it.”
"Ceramic Information" learned from the energy company that according to Jin Lianchuang's arrival valuation on December 22, the current arrival price of Guangdong LNG is 7,200 to 7,500 yuan/ton, which is equivalent to more than 5 yuan/m³. Soaring gas prices and insufficient gas sources have led to large-scale production line shutdowns and limited production capacity in Guangdong, especially in the Qingyuan production area, which is highly dependent on LNG. Even for ceramic companies that produce normally, production costs remain high.
In addition to soaring gas prices, rising raw material prices are also a major factor driving up production costs. Taking 99.7% zinc oxide as an example, according to Baichuan Yingfu data, the market quotation in Guangdong in mid-December was close to 20,000 yuan/ton, reaching the highest point this year. Other chemical raw materials, sand materials, coal, etc. have also increased to a certain extent, which has further pushed up the production costs of ceramic companies.
(The article is reproduced from Ceramic Information)
