[水泥行情综述]4月:全国涨势延续,华东领跑市场

2021-05-07 17:25:05

4月初全国水泥价格指数(CEMPI)为149.47,月末报收157.44点,环比上涨5.52%,同比上涨7.61%。

一、全国与区域行情综述

1.1 全国行情:需求旺季支撑,价格持续上扬

进入4月旺季,水泥需求旺盛,全国多数地区价格上涨,少数地区出现小幅下降,但基本恢复去年同期水平。4月初全国水泥价格指数(CEMPI)为149.47,月末报收157.44点,环比上涨5.52%,同比上涨7.61%。

从区域来看,4月整体呈现普涨态势,华东和中南地区出现大范围上涨,东北、华北小幅上涨,西南和西北偏稳为主。具体来看,华东、中南地区需求向好,厂家库存保持低位,现货供应紧张,价格上涨较大;东北下游需求略有改善,华北环保督察严厉,价格小幅抬升;西南地区阴雨偏多,西北甘肃、宁夏等地新增项目有限,行情以稳为主。

图1、2:2021年4月全国水泥价格指数CEMPI、水泥价格指数(CEMPI)K线图

数据来源:中国水泥网指数中心,水泥大数据(https://data.ccement.com/)

成本方面,4月末秦皇岛(Q5500K)动力煤平仓价为801元/吨,环比上涨11.25%,同比暴涨72.63%。吨水泥煤炭成本约82.34元,比去年同期上涨了约34.64元。4月末水泥与煤炭成本价格差为323.03元/吨,环比上涨20.98%,同比微跌0.03%。

图3:2021年4月水泥价格、煤炭成本及价格差(元/吨)

数据来源:中国水泥网指数中心,水泥大数据(https://data.ccement.com/)


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Correlation

4月初全国水泥价格指数(CEMPI)为149.47,月末报收157.44点,环比上涨5.52%,同比上涨7.61%。

2021-05-07 17:25:05

2月初全国水泥价格指数(CEMPI)为150.92点,月末报收145.86点,环比下降3.35%,同比下降7.35%。

2021-03-01 16:47:46

月初全国水泥价格指数(CEMPI)为154.60点,月末报收150.92点,环比下降2.38%,同比下降7.25%。

2021-02-02 13:25:14

On November 22, the 4th International New Material Industry Conference was held in Bengbu, Anhui Province, jointly sponsored by the People's Government of Anhui Province, the International Glass Association, China Building Material Group Co., Ltd. and China Baowu Iron and Steel Group Co., Ltd. The theme of this conference is "New Technology". New materials New Future. Li Zhong, Vice Governor of Anhui Province, delivered a speech and announced the opening ceremony. Zhou Yuxian, Secretary of the Party Committee and Chairman of China Building Material Group, and Alicia Duran, Chairman of the 26th International Glass Association and Chairman of the Organizing Committee of the United Nations International Year of Glass, attended the conference and delivered speeches. Seventeen academicians, including Gan Yong and Peng Shou, as well as relevant leaders and guests from provinces, cities, universities and enterprises, attended the meeting.