发改委通知!水泥厂电价上浮不受限!成本上升在即,水泥价格还要涨...

2021-10-13 09:08:03

业内人士分析,在限电及煤价高位运行的状态下,加之即将到来的电价成本提升,水泥价格或将进一步上涨。

日前,国家发展改革委印发《关于进一步深化燃煤发电上网电价市场化改革的通知》,部署进一步深化燃煤发电上网电价市场化改革工作。

通知明确,将燃煤发电市场交易价格浮动范围由现行的上浮不超过10%、下浮原则上不超过15%,扩大为上下浮动原则上均不超过20%,高耗能企业市场交易电价不受上浮20%限制。

业内分析人士表示,鉴于当前煤炭成本高企,《通知》实施之后,工业企业用电价格有望明显上涨。同时,电能是水泥生产过程中主要能源之一。资料显示,当前国内吨水泥综合电耗约在90度电左右(含熟料电耗和水泥粉磨电耗)。水泥是传统高能耗行业,依照《通知》中“高耗能企业市场交易电价不受上浮20%限制”,水泥企业用电成本将出现较大幅度提升。

此外,通知中显示,居民(含执行居民电价的学校、社会福利机构、社区服务中心等公益性事业用户)、农业用电由电网企业保障供应,保持现行销售电价水平不变。(通知全文附本文最后)

近期,能耗双控在多地持续加码,继广西、广东、云南、江苏之后,浙江、山东、河南等多地也开始对辖区内重点用能企业实行用电降负荷措施。

加上电力供应出现紧张,多地下达限电停电通知,水泥企业生产受到影响,致使多地水泥供应出现不同程度的短缺,市场供需频现失衡。外加近期煤炭价格的飙升,水泥生产成本也在不断提升,在多重因素夹击下,多地水泥价格应声上涨,上涨幅度创历史新高。

全国水泥价格指数(CEMPI)屡创新高

据中国水泥网行情中心消息,江苏、浙江、湖北、江西、内蒙古等地水泥价格于近日再次上调。

浙江

9月22日-23日浙江地区主要厂家对全省通知上调水泥价格50元/吨,但据市场反馈来看,局部市场实际成交落实价格仅在20-30元/吨左右,多数大厂报价坚挺。10月以来浙江地区需求尚可,加之限电政策仍管控严峻,企业库存低位运行,市场供应紧张。10月10日-11日起省内一些主要厂家对各地继续通知上调各品种水泥价格20-30元/吨,通知幅度以30元/吨为主。

江苏

9月25日前后江苏苏锡常地区一些主要厂家通知上调各品种水泥价格50元/吨,但据市场反馈来看,区域个别大厂迟迟未跟进上调,故本轮推涨实际落实情况仍未可知。此外,10月11日起苏锡常地区主要厂家再次通知上调高标水泥价格30元/吨,本轮价格基本实现普遍上调。同时苏北宿迁、连云港、徐州等地一些主要厂家有意继续推动上调水泥价格20-40元/吨,落实待观察。

整体来看,随着市场价格连续大幅推涨后,一些厂家通知幅度和实际落实幅度存在一定的差距,各地市场价格较为混乱。

上海

据市场反馈,或受近两日周边江浙市场水泥价格继续上调影响,10月12日上海地区一些主要厂家继续通知上调水泥价格30元/吨,部分厂家低标袋装价格除外。

福建

据市场反馈,10月起福建多地开始执行能耗双控,限电限产等因素影响,加之周边地区水泥价格持续上调带动。10月7日-9日福建地区个别企业率先通知上调水泥价格40-45元/吨后,12日起省内其余大厂对各区域继续通知上调各品种水泥及熟料价格70元/吨。

整体来看,8月-9月福建地区水泥价格连续推涨四轮,累计通知幅度基本在210-230元/吨,但实际落实幅度仅在170-180元/吨左右。10月虽有限电计划,但近期雨水天气居多,整体市场需求偏弱,本轮大幅推涨实际落实情况有待观察。

江西

据市场反馈,受外围市场涨价带动,江西本地企业涨价氛围较浓。为提升盈利,继9月连续大幅上调水泥价格后,10月11日起赣东北上饶、景德镇、鹰潭等地区主要厂家通知上调水泥价格60元/吨。此外,10日-11日赣西及吉安地区部分厂家通知上调水泥价格60元/吨,10月12日起赣州地区主要厂家通知上调水泥价格60元/吨。

湖北

据市场反馈,煤炭等原燃材料价格大幅上涨,导致水泥生产成本大幅上升。为提升盈利,继9月下旬上调水泥价格后,10月8日-11日起武汉及鄂东黄石、黄冈、鄂州等地区主要厂家再次通知上调水泥价格60-80元/吨,主流涨幅60元/吨,目前部分厂家仍在推进落实中。

宁夏

据市场反馈,受能耗双控和煤炭等原材料价格持续上调影响,水泥生产成本大幅走高,加之周边省份水泥价格连续上调带动。10月1日宁夏银川、石嘴山、吴忠、中卫等地主要厂家上调水泥价格50元/吨,11日再次通知上调水泥价格50元/吨左右。

整体来看,中秋节以来宁夏地区水泥价格连续推动上调,累计通知幅度基本在170-180元/吨左右,落实待观察。

四川

据市场反馈,煤炭等原燃材料价格持续上涨,水泥生产成本急剧上升。加之周边市场涨价带动,四川甘孜、阿坝地区厂家涨价意愿强烈。为提升盈利,继9月下旬上调水泥价格70-100元/吨后,两地主要厂家计划10月12日继续上调水泥价格100元/吨。目前部分企业已发布调涨通知,落实情况有待跟进。

贵州

据市场反馈,由于煤炭等原燃材料价格大幅上涨,生产成本大幅上升。同时受限电影响,企业停窑限产,库存较低。为提升盈利,9月底至10月11日贵州铜仁、黔东南、黔南、六盘水、贵阳、安顺、遵义等地区主要厂家陆续通知上调水泥价格50-60元/吨,部分散装水泥价格上调30元/吨。9月以来贵州地区水泥价格频繁上调,市场略显混乱。

内蒙古

据市场反馈,煤炭等原材料价格持续大涨,同时近期能耗双控对部分地区生产有所影响。为提升盈利,加之外围市场水泥价格持续大幅上调刺激下,近日内蒙古多地水泥价格继续通知大幅上调。10月10-12日呼和浩特、乌海、包头、鄂尔多斯等多地主要厂家通知上调水泥价格50元/吨,赤峰地区厂家尝试继续通知上调水泥出厂价格100元/吨左右。此外,乌兰察布、兴安盟等其余地区也有跟进继续上调预期。

业内人士分析,在限电及煤价高位运行的状态下,加之即将到来的电价成本提升,水泥价格或将进一步上涨。

通知全文如下:

国家发展改革委关于进一步深化燃煤发电上网电价市场化改革的通知

发改价格〔2021〕1439号

各省、自治区、直辖市及计划单列市、新疆生产建设兵团发展改革委,华能集团、大唐集团、华电集团、国家电投集团、国家能源集团、国投电力有限公司,国家电网有限公司、南方电网有限责任公司、内蒙古电力(集团)有限责任公司:

为贯彻落实党中央、国务院决策部署,加快推进电价市场化改革,完善主要由市场决定电价的机制,保障电力安全稳定供应,现就进一步深化燃煤发电上网电价市场化改革及有关事宜通知如下:

一、总体思路

按照电力体制改革“管住中间、放开两头”总体要求,有序放开全部燃煤发电电量上网电价,扩大市场交易电价上下浮动范围,推动工商业用户都进入市场,取消工商业目录销售电价,保持居民、农业、公益性事业用电价格稳定,充分发挥市场在资源配置中的决定性作用、更好发挥政府作用,保障电力安全稳定供应,促进产业结构优化升级,推动构建新型电力系统,助力碳达峰、碳中和目标实现。

二、改革内容

(一)有序放开全部燃煤发电电量上网电价。燃煤发电电量原则上全部进入电力市场,通过市场交易在“基准价+上下浮动”范围内形成上网电价。现行燃煤发电基准价继续作为新能源发电等价格形成的挂钩基准。

(二)扩大市场交易电价上下浮动范围。将燃煤发电市场交易价格浮动范围由现行的上浮不超过10%、下浮原则上不超过15%,扩大为上下浮动原则上均不超过20%,高耗能企业市场交易电价不受上浮20%限制。电力现货价格不受上述幅度限制。

(三)推动工商业用户都进入市场。各地要有序推动工商业用户全部进入电力市场,按照市场价格购电,取消工商业目录销售电价。目前尚未进入市场的用户,10千伏及以上的用户要全部进入,其他用户也要尽快进入。对暂未直接从电力市场购电的用户由电网企业代理购电,代理购电价格主要通过场内集中竞价或竞争性招标方式形成,首次向代理用户售电时,至少提前1个月通知用户。已参与市场交易、改为电网企业代理购电的用户,其价格按电网企业代理其他用户购电价格的1.5倍执行。

鼓励地方对小微企业和个体工商户用电实行阶段性优惠政策。

(四)保持居民、农业用电价格稳定。居民(含执行居民电价的学校、社会福利机构、社区服务中心等公益性事业用户)、农业用电由电网企业保障供应,执行现行目录销售电价政策。各地要优先将低价电源用于保障居民、农业用电。

三、保障措施

(一)全面推进电力市场建设。加强政策协同,适应工商业用户全部进入电力市场需要,进一步放开各类电源发电计划;健全电力市场体系,加快培育合格售电主体,丰富中长期交易品种,加快电力现货市场建设,加强辅助服务市场建设,探索建立市场化容量补偿机制。

(二)加强与分时电价政策衔接。各地要加快落实分时电价政策,建立尖峰电价机制,引导用户错峰用电、削峰填谷。电力现货市场未运行的地方,要做好市场交易与分时电价政策的衔接,市场交易合同未申报用电曲线以及市场电价峰谷比例低于当地分时电价政策要求的,结算时购电价格按当地分时电价峰谷时段及浮动比例执行。

(三)避免不合理行政干预。各地要严格按照国家相关政策要求推进电力市场建设、制定并不断完善市场交易规则,对电力用户和发电企业进入电力市场不得设置不合理门槛,不得组织开展电力专场交易,对市场交易电价在规定范围内的合理浮动不得进行干预,保障市场交易公平、公正、公开。国家发展改革委将会同相关部门进一步加强指导,对地方不合理行政干预行为,通过约谈、通报等方式及时督促整改。

(四)加强煤电市场监管。各地发展改革部门要密切关注煤炭、电力市场动态和价格变化,积极会同相关部门及时查处市场主体价格串通、哄抬价格、实施垄断协议、滥用市场支配地位等行为,电力企业、交易机构参与电力专场交易和结算电费等行为,以及地方政府滥用行政权力排除、限制市场竞争等行为,对典型案例公开曝光,维护良好市场秩序。指导发电企业特别是煤电联营企业统筹考虑上下游业务经营效益,合理参与电力市场报价,促进市场交易价格合理形成。

各地发展改革部门要充分认识当前形势下进一步深化燃煤发电上网电价市场化改革的重要意义,统一思想、明确责任,会同相关部门和电力企业精心做好组织实施工作;要加强政策宣传解读,及时回应社会关切,增进各方面理解和支持,确保改革平稳出台、落地见效。

本通知自2021年10月15日起实施,现行政策与本通知不符的,以本通知规定为准。

国家发展改革委

2021年10月11日

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According to the data center of China Cement Market, the cement market in southwest China is weak. Leading enterprises in Chongqing raised the price of cement by 50 yuan/ton last week, but the current market demand recovery is not good, the actual transaction price has not increased significantly, the specific situation remains to be further tracked and confirmed.

2025-02-21 17:31:38

According to China Cement Network Market Data Center, cement prices in East China, Yangtze River Delta, Shanghai, Southern Jiangsu and other places began to increase by 20 yuan/ton this week, and the rest of the market will follow up. The price of cement in Fujian has risen by 10 yuan/ton, and the implementation remains to be observed.

2025-02-21 17:22:06

In the downward cycle of the industry, digitalization is not only an "emergency prescription", but also an engine of efficiency. Zhongkai's intelligent management and control solution for cement cargo flow has been successfully applied in many cement enterprises in China, which has realized the low-carbon, networking and intellectualization of logistics management and brought considerable economic benefits.

2025-02-18 15:32:11

In this context, cement enterprises are facing unprecedented pressure to survive, and the transformation and upgrading of the industry is imminent. Only through technological innovation, management optimization and business transformation, can we find new development opportunities in this industry transformation.

2025-02-18 10:40:02

In 2024, due to the downturn of real estate and the slowdown of infrastructure growth, the demand of domestic cement industry continued to shrink, the profits of the industry declined sharply, and enterprises generally faced the dilemma of overcapacity and intensified price war. In this context, leading enterprises such as Conch Cement, Jidong Cement and Huaxin Cement have listed overseas development as the core strategic direction in 2025.

2025-02-17 13:23:10

In 2024, the national cement industry continued to show a grim situation of "weak demand, low price and sharp decline in efficiency". According to statistics, the production capacity of the whole industry is less than 53%, the overall profit is cut in half year on year, and most enterprises have issued pre-loss announcements. However, in distress, an enterprise with only 2500 tons of clinker production line per day has grown against the trend and become a bright spot in the cold winter of the industry.

2025-02-17 13:05:31

How can cement enterprises better lay out the new energy field and achieve a win-win situation? How to solve all kinds of problems?

2025-02-12 14:22:44

Although the decline of coal price has reduced the direct cost of cement production, it may not be conducive to the stability of cement market price in 2025, and the cement industry is still full of challenges in the new year.

2025-02-12 14:13:37

We will guide facilities for the co-disposal of hazardous wastes in cement kilns to play a better role as a useful supplement to the utilization and disposal capacity of hazardous wastes, focusing on the treatment of hazardous wastes with large storage and landfill capacity and single category. Hazardous waste incineration and cement kiln co-disposal facilities will be carried out in an orderly manner.

2025-02-12 10:11:44

Insist on peak staggering production and consolidate the ecological construction of the industry. Continue to strengthen industry self-discipline and boost industry confidence. Refine the annual sales volume, reverse the monthly sales volume, and continue to use grid management tools to refine the precise management of channels, customers and product varieties.

2025-02-10 10:37:31

Faced with the pressure of serious decline in market demand, cement enterprises have taken a series of positive measures to stabilize market share. In terms of commercial mixing business, during the National Day, key projects of enterprises such as Chengjiang Bridge Project poured 3000 cubic meters of high-grade C50 concrete at one time, and all departments worked together to complete the task with quality and quantity.

2025-01-16 10:15:39

The transaction includes the acquisition of 100% equity of Hengwei Cement, 70% equity of Hongguang Mining and 100% equity of Benxi Yongxing, with a total transaction price of 428 million yuan.

2025-01-15 09:36:26

For industrial enterprises whose output value reached 40 million yuan or more in the first quarter and increased by 10% or more over the same period last year, as well as software and information technology service enterprises whose business income reached 20 million yuan or more in the first quarter and increased by 10% or more over the same period last year. According to the output value, electricity consumption, profit, number of new employees and other indicators in the first quarter of the enterprise, a one-time reward of 200000 to 500000 yuan will be given to support the enterprise to increase employment, purchase production materials, reduce logistics costs and strengthen safety production. For agricultural and sideline products processing (feed, grain and oil processing), medicine, grey silk, building materials, wood processing, short-process steel and other industries

2025-01-10 17:15:30

Looking forward to 2025, we believe that the demand for cement will continue to decline under the background that the real estate has not yet stabilized and the infrastructure is limited, but the industry's awareness of "anti-involution" will continue to increase, coupled with the current good start, it is expected that the average price of cement will rise slightly, and the industry's profits will be restored to a certain extent.

2024-12-31 16:06:01

Whether Red Lion Group can use new ideas to break the current predicament of the domestic photovoltaic industry remains to be tested by time. But "cold winter" more than a year, suddenly appeared a new player to open the posture to attack, but also to add some sunshine to the industry.

2024-12-27 10:54:21

Due to the continuing downturn in the downstream construction industry, some Korean cement companies predict that domestic cement demand will fall below 40 million tons in 2025.

2024-12-25 14:32:26