印度水泥价格在11月下跌2.1%,原因是供过于求和需求疲软,尽管有长期增长的预期。 Indian cement prices dropped 2.1% in November due to oversupply and weak demand, despite long-term growth expectations.

印度水泥价格在11月下跌了2.1%,原因是供应量从近4 000万吨新产能上升,东印度下降幅度最大。 Indian cement prices fell 2.1% in November due to rising supply from nearly 40 million tonnes of new capacity, with East India seeing the steepest drop. 尽管GST最近被削减,而且由于价格和数量的提高,Q3表现强劲,但由于选举、劳动力短缺和建筑减速,关键地区的需求仍然疲软。 Despite a recent GST cut and strong Q3 performance driven by higher prices and volumes, demand remains weak in key regions due to elections, labor shortages, and construction slowdowns. 虽然预计基础设施和住房需求将带来长期增长,但是由于供过于求、燃料成本上升和竞争加剧,差价压力正在加大,预计18个月新生产能力将达到8 000万吨。 While long-term growth is expected from infrastructure and housing demand, margin pressure is mounting from oversupply, higher fuel costs, and increased competition, with 80 million tonnes of new capacity expected over 18 months.