需求疲软、外来水泥影响加剧 赣东北水泥市场存“隐忧”

2021-09-15 17:07:41

近日,中国水泥网联合水泥大数据研究院来到了赣鄱大地。在赣东北区域,调研团队在与多名业内人士的交流中,了解到今年上半年区域水泥市场的发展状况以及外来水泥对当地的影响。

“今年8月,赣东北的水泥需求明显不如去年同期。在去年8月,水泥已开始限量销售,然而,今年截至目前,水泥库位已经超过50%,并且还在上升。”赣东北一水泥企业销售负责人在与中国水泥网、水泥大数据研究院江西市场调研团队的交流中透露。

为了深入了解江西水泥市场发展现状,探寻行业未来趋势,近日,中国水泥网、水泥大数据研究院来到了赣鄱大地进行实地调研。在赣东北区域,调研团队在与多名业内人士的交流中了解到,今年以来赣东北区域水泥市场的发展状况并不太乐观。

基建进程缓慢 8月需求不抵预期

整体来看 ,今年上半年赣东北地区水泥需求平稳,以景德镇为例,由城市升级带来的乡村整体搬迁以及城市基础设施建设拉动了水泥需求,目前市场内人均水泥需求2.5吨,高于全国人均水泥需求1.5吨的水平。

然而在水泥需求总量整体回升的前提下,8月需求却不抵预期。“虽在水泥价格8月止跌回涨,但流向商砼企业的水泥需求在8月以及9月上旬皆出现下滑,截至9月上旬仍未出现回升迹象。”上述企业销售负责人表示。

赣东北作为江西省区域发展格局的重要板块,重点工程项目具备存量。然而,据该负责人透露,资金不到位带来的施工进程放缓或是加剧8月至今水泥需求低迷的重要原因。

外来低价水泥持续影响 区域市场竞争加剧

随着资金落实到位,重点项目加速推进,上述市场负责人对后期行情表现出一定的信心。然而,需求的回升同时也伴随着外来水泥影响加剧、区域周边新建生产线投产等“隐忧”,未来,赣东北市场并不“平静”。

赣东北一带与皖南、浙西、闽北接壤,具有便利的交通条件,因此受外来水泥影响比较大。据区域内另一位市场负责人表示,福建地区的水泥运至江西上饶,到位价仍低于本土企业。更有甚者,贵州低价熟料不惜跨越千里来赣东北市场分一杯“羹”,叠加了200元运输成本的贵州熟料,到位价仍能低于本土熟料价格。在外来水泥熟料的多方搅动下,赣东北水泥市场竞争或将加剧。

除了外来水泥对当地市场的冲击,未来,区域及周边生产线建设投产为赣东北水泥市场带来新的“隐忧”。位于上饶的江西玉山南方水泥日产8000吨水泥熟料生产线预计在年底如期实现点火;海螺水泥计划在靠近江西的福建三明建设2条日产5000吨水泥熟料生产线项目。对此,上述企业市场负责人表现出些许担忧,他表示,近年来,福建水泥对赣东北市场的影响不断加大,新线投产或将加剧竞争格局。


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Correlation

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