最高涨60元!南方水泥市场迎来一大波突然性普涨

2021-08-09 09:22:58

南方市场意外迎来一大波突然性的普涨,国内水泥均价环比出现明显回升。

5-7月水泥价格持续下跌,主要厂家出厂价相对低位运行,甚至部分地区逼近地板价。  

进入八月北方市场东北及华北价格行情大稳小动,西北陕西、甘肃、宁夏局部略有下跌。但南方市场意外迎来一大波突然性的普涨,国内水泥均价环比出现明显回升。  

 

究其涨价主要原因,近期夏季限电部分地区生产受限,也有一些厂家安排淡季错峰生产,同时原燃料价格继续上涨,导致生产成本增加,企业涨价意愿比较强烈。  

江苏  

据市场反馈,近期江苏地区雨水天气减少,市场需求快速恢复,加之一些企业熟料价格上调及限售带动。  

7月29日-8月3日江苏南京、镇江、扬州、泰州、盐城、淮安、连云港、宿迁及苏锡常等各地主要厂家陆续通知上调水泥价格20-30元/吨。调后南京、镇江地区大厂P.O42.5散装主流出厂390-400元/吨左右。  

整体来看,江苏全省水泥价格基本完成一轮普涨。  

上海  

据市场反馈,上海地区主要厂家同步上调水泥价格20-25元/吨,调后P.O42.5散装主流出厂365-375元/吨左右,地产水泥挂牌报价相对略高。  

浙江  

据市场反馈,台风过后浙江地区天气晴好居多,市场需求恢复加快,加之周边地区水泥价格上调带动。  

8月1日起浙江杭州、嘉兴、湖州、绍兴等地主要厂家通知上调水泥价格20-25元/吨左右,4日-5日起浙中南金建衢丽及沿海甬温台等地跟进上调水泥价格20-30元/吨。调后浙北地区大厂P.O42.5散装主流出厂400-410元/吨左右。  

浙江地区水泥价格已完成下半年第一轮价格普涨。  

安徽  

据市场反馈,近期天气晴好居多,市场整体需求向好,厂家出货量有所走高,加之熟料成本高位运行,地销出厂回涨。  

七月下旬皖北水泥价格普涨之后,8月1日-4日起安徽多地主要厂家通知上调水泥价格10-30元/吨,其中宣城、黄山、马鞍山地区上调各品种水泥价格20-30元/吨;铜陵,池州地区上调散装水泥价格20元/吨,袋装暂稳;芜湖地区上调高标价格10元/吨,低标20元/吨。安徽沿江其余市场水泥价格近日上调预期较大。  

整体来看,安徽地区水泥价格正式开启上行趋势。  

江西  

据市场反馈,六、七月江西各地水泥价格淡季持续下跌至低位,主流降幅达70-90元/吨左右,部分地区实际跌幅更超百元。同时煤炭价格高位运行,省内部分企业石灰石外购,生产成本增加,企业盈利情况持续下降。  

近期天气好转,雨水减少,为提升盈利,7月31日-8月5日起省内各地主要厂家陆续通知大幅上调水泥出厂价30-60元/吨不等。其中南昌、九江、赣州及赣东北地区通知涨幅30-40元/吨,赣西萍乡、宜春、新余及吉安、抚州等地区通知涨幅60元/吨,具体执行待观察。  

福建  

据市场反馈,受台风“卢碧”影响,福建地区雨水天气居多,市场需求不佳,厂家出货量一般。  

近几日,福建福州地区一些企业对局部市场再次小幅松动下调水泥价格5-10元/吨左右,但对整体市场报价趋稳。  

此外,受周边市场水泥价格上调带动,沿海地区部分中转库已率先通知上调水泥价格10-20元/吨。  

整体来看,福建地区主要厂家有意10日前后开始尝试推动上调水泥价格20-30元/吨,具体落实待观察。目前福州地区P.O42.5散装主流出厂330-340元/吨左右。  

湖南  

据市场反馈,市场淡季加之外来低价水泥冲击以及局部新增产能释放等诸多因素影响,5月以来湖南地区水泥价格持续下跌,跌幅较大。一些地区42.5散泥出厂低至230-240元/吨左右。近来限电加严,生产受限,同时省内计划三、四季度进行错峰生产。  

为提升盈利,7月31日-8月3日起湖南长株潭、娄底、邵阳、常德、益阳、张家界、岳阳、郴州、永州、衡阳等多地主要厂家尝试复价上调水泥及熟料价格20-40元/吨左右,水泥主流通知涨幅40元/吨。目前执行仍在推进落实中。  

湖北  

据市场反馈,湖北方面,5月下旬以来湖北武汉及鄂东地区水泥价格持续下跌,累计降幅90-100元/吨左右。  

由于煤炭价格仍在高位,水泥生产成本上升。同时错峰停窑,部分企业库存较低,加之下游市场涨价带动,本地企业涨价欲望强烈。为提升盈利,5日-6日起武汉及鄂东黄石、黄冈、孝感等地主要厂家通知上调水泥价格30-35元/吨左右。目前市场需求未起,执行情况有待观察。  

广西  

据市场反馈,5月以来广西地区水泥价格持续下跌,大部分地区累计降幅达80-130元/吨左右。7月21日省内部分地区厂家曾复价上调水泥价格30元/吨。但因需求未起,加之一些主要厂家未跟进上调,导致水泥价格相差较大,27日起陆续下调水泥价格30元/吨。  

近来限电影响加大,窑磨生产受限。为提升盈利,7月29日-8月1日起南宁、崇左、玉林、贵港、北海、钦州、防城港、百色等地区主要厂家陆续上调水泥价格20-50元/吨不等,其中百色、河池地区通知涨幅20元/吨,执行有待观察。  

广东  

据市场反馈,广东方面,由于广西、湖南地区限电加严,错峰停窑等因素影响,水泥、熟料进入广东方向减少。而广东本地部分企业8月也安排错峰停窑,产量有所减少。目前煤价仍处高位,生产成本上升。  

8月6日粤北及珠三角一些厂家熟料价格通知上调20-30元/吨左右。随着熟料价格回涨,水泥价格复价预期增加。  

云贵地区  

据市场反馈,云贵地区,电力供应紧张加之原燃材料价格上涨,导致水泥生产成本上升。为提升盈利,1日起保山地区一些主要厂家通知上调水泥价格50元/吨。5日起云南昆明、玉溪地区部分主要厂家通知上调水泥价格30元/吨,执行待观察。  

贵州方面,限电影响加大,部分水泥企业停磨保窑。加之周边湖南方向涨价,带动贵州铜仁地区水泥价格上涨。3日-5日起铜仁地区部分主要厂家通知上调水泥价格20-30元/吨。  

目前市场需求未见好转,贵州地区企业整体水泥、熟料库存高位运行,本次调涨落实情况有待观察。但随着省内限电情况加严,一些主要厂家进行淡季错峰生产,近期省内酝酿大范围价格推涨。  

河南  

据市场反馈,据悉河南地区主要厂家熟料生产线有意8月11日起开始执行错峰停窑20天。受此带动,加之原材料价格上调及限电、环保治理等因素影响。8月5日起河南郑州、安阳、南阳、三门峡等地一些厂家对各地开始尝试推涨水泥价格20-30元/吨。  

但据目前市场行情来看,暴雨过后郑州地区又突发疫情,多数工地施工及运输受到一定限制,整体需求恢复不多,本轮价格上调实际落实情况仍待观察。  

山东  

据市场反馈,受河北地区一些低价水泥冲击影响,据悉七月底至八月初山东淄博、泰安、聊城、德州、滨州等地一些厂家水泥实际成交价格仍在走低10元/吨左右,大厂挂牌报价稳定。  

但近期天气晴好居多,终端市场需求有所恢复,加之停窑在即。近日山东日照、临沂、枣庄等地一些厂家开始小幅上调水泥价格10-20元/吨,省内其余地区主要厂家涨价意愿较强,有望喊涨20元/吨,具体执行落实情况待观察。  

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Correlation

According to China Cement Net Market Data Center, the price notice in central and southern Zhejiang and coastal markets in East China was raised by 10-20 yuan/ton this week, and the implementation remains to be observed, while the rest of the market is running steadily and weakly as a whole.

2024-12-20 17:53:03

According to the data center of China Cement Market, the price of cement in the Yangtze River Delta in East China has declined, and the price in Fujian has continued to rise. Cement prices in Jiangxi have not changed significantly this week, temporarily stable operation, and terminal demand in some areas has weakened slightly. In recent days, the weather in Shandong is mostly fine, but the temperature is low, the construction site projects are reduced, and the market demand is not ideal.

2024-12-06 17:41:49

With the decline of temperature, the demand for terminal construction is weakening, the demand for concrete market is weakening, and the quotation of enterprises is mainly stable. From November 21 to November 27, the national concrete price index closed at 112.35 points, with a stable ring-to-ring ratio and a year-on-year decline of 10.13%.

2024-11-29 17:29:42

According to the China Cement Network Market Data Center, the price of cement in the Pearl River Delta of Guangdong in central and southern China has fallen slightly, while Guangxi is still stable. There is a slight loosening in eastern Hubei, and there is no big change in Hunan this week.

2024-11-29 17:24:30

Recently, the overall domestic demand has declined steadily, coupled with the weakening of local cost support, and the price of concrete has been stable and small. From November 14 to November 20, the national concrete price index closed at 112.35 points, down 0.13% annually and 10.08% year-on-year.

2024-11-22 18:03:03

In the first three quarters of 2024, the overall performance of 18 listed companies continued to be poor, with almost all revenues declining, all profits of profitable enterprises declining, and nearly half of them falling into a loss state.

2024-11-22 16:15:43

According to China Cement Network Market Data Center news, Fujian cement prices in East China once again pushed up, while the rest of the region was mainly stable in the week. This week, the Yangtze River Delta region is dominated by rainy weather, and the overall market demand is relatively stable, but some leading enterprises in the region still insist on selling at high prices, resulting in sales hovering at a low level.

2024-11-15 17:43:44

Recently, the concrete market demand has weakened, coupled with the cost-side support has not been further strengthened, enterprises are mainly shipping at stable prices, with a slight increase in individual regions. From November 7 to November 13, the national concrete price index closed at 112.50 points, up 0.03% annually and down 10.07% year-on-year.

2024-11-15 17:37:41

According to the China Cement Network Market Data Center, cement prices in central and southern China rose by about 20-30 yuan/ton in a large area this week, while those in Guangxi were temporarily stable after the rise. This week, the price of cement in Hunan was pushed up again, and the price of cement in eastern Hubei was planned to be raised again by about 30 yuan/ton in order to restore the previous target.

2024-11-15 17:36:48

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.

2024-11-08 17:41:17

According to China Cement Market Data Center, cement prices in central and southern China rose steadily this week, pushing up 30-50 yuan/ton in Guangxi, and some low-priced enterprises reported an increase of 70 yuan/ton. This week, cement prices in eastern Hubei have gradually fallen back to the level before the last round of rise, and cement prices in many places in Hunan continue to rise.

2024-11-08 17:23:08

In October, with the gradual decline of the national temperature, the northern project came to an end, and there was a small-scale rush to work in some areas, while the southern construction activities increased, the demand warmed up, and the shipment volume increased slightly. On the supply side, a number of sand and gravel aggregate projects have been successfully put into operation, production capacity has been released rapidly, sand and gravel prices have stopped falling slightly, and have entered a narrow range of volatility.

2024-11-05 11:42:36

According to China Cement Market Data Center News, in the central and southern regions, this week, Guangdong Pearl River Delta and Hainan regions continue to push up the cement price by 30-60 yuan/ton, and the implementation will wait and see; Guangxi region is planning to push up the cement price by 30-50 yuan/ton. After the two lakes region experienced many times of pushing up, the price was temporarily stable this week.

2024-11-01 17:35:36

Recently, the domestic temperature has dropped, local demand has dropped compared with the previous period, and the price of concrete market is mainly in a narrow range. From October 24 to October 30, the national concrete price index closed at 112.12 points, down 0.02% annually and 10.33% year-on-year.

2024-11-01 01:06:33

Recently, the construction in the south is relatively active, the local market demand is warming up, coupled with the increasing pressure on the cost side, the market price trend is stable and small. From October 17 to October 23, the national concrete price index closed at 112.14 points, down 0.02% annually and 10.65% year-on-year.

2024-10-25 17:29:24

According to the China Cement Network Market Data Center, the Pearl River Delta in central and southern Guangdong is planning to continue to push up cement prices by 30-50 yuan/ton around the end of the month, and the Guangxi region is temporarily stable. Cement prices in Hunan and Hubei continued to rise by 30-50 yuan/ton.

2024-10-25 17:23:23

According to the data center of China Cement Market, cement prices in many places in East China continue to rise, and prices in some areas show signs of falling, and the specific situation needs to be tracked. For example, cement prices in Jiangxi are basically stable this week. Since the 8th, all parts of Jiangxi have been notified to push up the cement price by 20-30 yuan/ton. At present, the market is generally in a stable state after the price increase, and the price has not fluctuated significantly.

2024-10-18 17:33:36

According to China Cement Market Data Center, cement prices in central and southern Guangdong, western Guangdong and the Pearl River Delta region will be raised by 20-30 yuan/ton this week, and cement prices in Guangxi will also be raised. The Hubei region continued to push up 30-50 yuan/ton, the overall market in Hunan was stable and small, and the Yueyang region was notified to rise.

2024-10-12 17:23:19

Most regions in China are affected by capital factors, lack of construction increment downstream, no improvement in concrete market demand, and downward pressure on local quotations. From August 22 to August 28, the national concrete price index closed at 113.68 points, down 0.42% annually and 11.12% year-on-year.

2024-08-30 17:31:27

The domestic market continued to be controlled by the hot and rainy weather, the market demand was weak, the price of concrete continued to fall steadily, and the decline in Sichuan and Chongqing was relatively large. From August 1st to August 7th, the national concrete price index closed at 114.86 points, down 0.43% from the previous month.

2024-08-09 18:09:08

Guangxi and Fujian implement the "monthly settlement and monthly clearance" method for peak-staggering production, that is, at the end of this month, the number of peak-staggering production days for the next month is formulated. In the middle and last ten days of June, there were two rounds of price increases totaling 40 yuan, and in July, there was a pullback of 10-15 yuan yuan. At present, the implementation of peak-staggering production in Guangxi has alleviated the situation of oversupply and played a positive role in stabilizing the price of cement in the Pearl River Delta market.

2024-08-08 13:34:06

In August, the market outlook was weak, inventory pressure increased, demand was low..

2024-08-07 14:09:46

In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).

2024-07-23 16:45:00

Rainwater in the south has decreased recently, but the growth rate of downstream construction demand is limited, and the price of concrete is mainly stable. From June 27th to July 3rd, the national concrete price index closed at 117.92 points, and the ring ratio remained stable.

2024-07-05 17:34:54

High temperature weather exerts pressure on Henan cement market, so the trend of cement price is overshadowed, there is a risk of another decline, and the situation is not optimistic.

2024-06-13 15:02:53

Recently, there is still too much rain in some regions of China, and the demand for concrete market is running at a low level, but the overall price decline has narrowed due to the impact of cost support. From May 27 to May 31, the national concrete price index closed at 118.55 points, down 0.31% annually and 13.61% year-on-year.

2024-05-31 17:14:10

Enterprises are under great pressure to operate and actively raise the price of cement, but the foundation of price increase is not stable.

2024-05-09 13:05:55

According to China Cement Network Cement Big Data Research Institute, more than 90% of cement enterprises will fall into losses in the first quarter.

2024-04-23 14:31:56

The downstream construction in the northern region is still general, the demand recovery is less than expected, and the cement price is weak and stable; the shipment in some parts of the southern region has improved, coupled with the long-term low price operation, the enterprise has a strong willingness to raise prices. Generally speaking, the recovery of demand is limited, but driven by the general rise in the Yangtze River Delta region, the national cement price has stopped falling and turned to rise.

2024-04-15 15:30:35

As the main body of the market, enterprises will give answers with their own practical actions.

2024-04-10 13:03:13

On April 7, the National Cement Price Index (CEMPI) closed at 104.94 points, down 0.48% annually and 25.37% year-on-year.

2024-04-07 21:18:28

The key to determine the efficiency of the industry is the supply structure and enterprise behavior.

2024-04-07 16:00:37

According to the data center of China Cement Market, the overall market demand in Southwest China is still relatively low this week, and most of the construction sites have not yet started. The price of cement in some markets in Sichuan dropped by 10-30 yuan/ton, and the implementation of the price increase in the surrounding Guizhou market at the beginning of the month was not good. Other markets in Southwest China are relatively stable and prices have not changed much.

2024-03-08 16:21:11

The building materials market in 2024 is organic in danger and can turn around in danger.

2024-03-05 15:33:50

According to the data center of China Cement Market, the market in southwest China started after the Lantern Festival, but the overall demand and sales were low. During the week, some enterprises in central Guizhou notified to raise the cement price by 30-50 yuan/ton, and the implementation remains to be observed. There was no significant fluctuation in the market prices of Sichuan, Chongqing and Yunnan.

2024-03-01 17:39:22

The current rain and snow weather, the market has not yet started, this week (2.26-3.1) cement prices are expected to remain volatile weak operation.

2024-02-26 09:37:09

In March, as the temperature in the southern region warms up, demand is expected to take the lead in recovering, but the northern region is still lagging behind, coupled with the convening of the "two sessions" and the time needed for project deployment and capital landing, the market is expected to be under great pressure in the first quarter of this year.

2024-02-22 09:09:46

The author believes that the expansion of the "concrete city" model also reflects the change of the unequal relationship between the North and the South in the world. In the past, multinational companies grabbed a lot of investment and trade gains, but under the new capitalism of "combination of government and business" in Africa, local political and business elites have risen and formed alliance networks, among which the best have even begun to launch reverse m ergers and reshape "North-South relations". With the retreat of neoliberal influence, a new governance model seems to be emerging in West Africa: the government centralizes the promotion of infrastructure projects, enterprises respond to the call to speed up the landing, and the people vote according to the results of their achievements.

2024-02-07 09:41:37

The construction site has basically stopped, and the market in many places has ended. It is expected that the cement price will continue to fluctuate weakly next week (2.4-2.7).

2024-02-04 09:18:47

According to the market data of China Cement Net, the cement price in Beijing-Tianjin-Hebei region was stable as a whole this week. Leading enterprises in Shijiazhuang and surrounding areas of Hebei Province recently called for an increase of 50 yuan/ton, but the current demand is not high, new orders are few, and the price increase has not been implemented.

2024-01-19 14:38:06

According to China Cement Network Market Data Center, due to the recent heavy pollution weather and environmental control, the demand and sales of some markets in Chengdu, Sichuan and its surrounding areas have declined, and the price of cement has dropped by about 10-20 yuan/ton around New Year's Day. In addition, the main city of Chongqing and the middle areas of Guizhou have dropped by about 20-30 yuan/ton, and some markets in Yunnan have dropped by about 30-50 yuan/ton.

2024-01-05 16:10:07

In the fourth quarter, the construction in some regions in China was gradually completed, and the scale of rush work was less than that of the same period in previous years. In addition, the focus of the work of the mixing station shifted to repayment, the market supply and demand continued to weaken, and the price of concrete was mainly low. Overall, the national commodity concrete price index (CONCPI) fell 2.98% in the fourth quarter.

2024-01-04 15:35:25

The national cement price index (CEMPI) was 113.53 points at the beginning of December and closed at 113.37 points at the end of the month, up 0.21% from the previous month and down 19.96% from the previous year.

2024-01-03 14:34:56

国内气温普遍回升,南方局部需求略有改善,但混凝土价格易跌难涨,实际成交继续稳中有降。12月25日至12月29日,全国混凝土价格指数报收124.79点,环比下跌0.26%,同比跌幅为11.58%……

2023-12-29 17:22:21

据中国水泥网行情数据中心消息,广东珠三角地区企业经营压力较大,主导企业复价上调水泥价格5-10元/吨。此外,河南部分市场水泥价格有松动下滑的风声,具体情况待观察。其余市场水泥报价暂无明显变动。

2023-12-22 16:23:31

国内受强寒潮天气影响,降温幅度较大,多数区域施工活动减弱,混凝土价格稳中有降。12月18日至12月22日,全国混凝土价格指数报收125.11点,环比下跌0.12%,同比跌幅为11.38%……

2023-12-22 15:53:42

据中国水泥网行情数据中心消息,限电停窑,云南地区水泥价格持续上调,周内多数地区主导企业继续通知上调水泥价格30-50元/吨。川渝及贵州局部市场水泥价格松动下调10-20元/吨左右。

2023-12-15 16:05:31

2023年1-11月水泥产量为186735万吨,同比减少0.9%,降幅较前值收窄。其中,11月单月产量18979万吨,同比增加1.6%……

2023-12-15 15:14:37

12月8日,全国水泥价格指数(CEMPI)报收113.7点,环比上涨0.15%,同比下跌23.72%。

2023-12-08 18:25:52

2023-12-04 全国及六大区域水泥需求跟踪报告

2023-12-04 14:27:36

In this context, the 26th International Cement Technology and Equipment Exhibition will become an important platform to promote industry innovation, bringing together the world's top suppliers, displaying cutting-edge technology and equipment, and many conference activities will be carried out simultaneously during the exhibition, building a one-stop communication bridge for exhibitors and professional audiences, not only promoting domestic brands. It also helps overseas brands to enter China, thus building a more diversified and specialized global cement industry exchange platform.