沿江熟料或迎第五轮上调!华东、中南、西南、东北、华北水泥价格大幅上涨!

2021-04-19 09:06:13

据中国水泥网行情数据中心消息,预计20日前后沿江船运外销价格有望推动第五轮普涨。

据中国水泥网行情数据中心消息,预计20日前后沿江船运外销价格有望推动第五轮普涨。

同时,四月中旬全国水泥销量继续上升,尤其北方地区市场恢复加快,需求虽不如南方市场,但主要企业产销逐渐向正常水平靠拢。近期国内水泥价格虽有零星下跌情况,但整体行情延续涨势,均价环比明显上扬。且东北、华北、华东、中南、西南皆有部分地区出现尝试大幅上调情况。

全国水泥指数CEMPI

东北地区,上旬吉林、辽宁一些地区水泥价格大幅喊涨50元/吨。近期营口、白山、通化等一些地区主导企业通知跟进推涨50元/吨。

华北地区,环保部门对河北唐山地区进行环保整治,力度加大。区域水泥熟料生产受限,加上原材料成本增加,京津唐部分主导企业尝试通知上调水泥价格50元/吨,执行待观察。

华东,周边价格上涨带动,近日江苏扬州、泰州、南通、南京、镇江等多地水泥价格通知上调20-30元/吨。上海地区高标水泥价格跟随周边上调20元/吨。浙江地区在10-15日期间水泥价格普涨一轮20-30元/吨。安徽涨跌互现,北部亳州、宿州、淮北地区高标受河南降价影响走低25-30元/吨;南部宣城、马鞍山、黄山地区受周边上调带动,各品种水泥价格上调20-30元/吨,沿江芜湖、铜陵、池州、安庆等地低标及地销熟料价格上调20元/吨。

中南湖北鄂东及武汉地区,近日主要厂家报价上调30元/吨。湖南衡阳地区主要厂家通知回涨水泥价格20-30元/吨。广东粤北及珠三角10日通知上调水泥价格30元/吨,粤东13日再次跟进上调水泥价格30元/吨。

西南地区四川泸州、广元等地厂家近期继续通知上调水泥价格20-30元/吨。贵州年后两轮上调后,铜仁、毕节、六盘水等多地水泥价格松动回落20-30元/吨,降价范围逐渐扩大。云南曲靖地区水泥价格暗降30-40元/吨,但预计下旬昆明及周边水泥价格酝酿回涨50元/吨。

具体来看:

华东

华东市场需求尚可,除安徽价格涨跌互现,整体稳中有涨。

近期江苏地区市场需求向好,加之周边地区水泥价格上调带动。4月8日-9日江苏扬州、泰州、南通地区主要厂家上调低标水泥价格20-30元/吨,10日-11日起继续上调P.O42.5级水泥价格25元/吨,P.II52.5级水泥价格上调30元/吨。14日南京、镇江地区主要厂家通知上调各品种水泥价格20-30元/吨。

至此江苏地区水泥价格基本完成年后第二轮普涨。

上海地区逐渐恢复至正常水平,加之周边江苏地区水泥价格上调带动。4月8日起上海地区主要厂家通知上调M32.5及P.C42.5级水泥价格20元/吨,14日起继续上调高标水泥价格20元/吨。

近期浙江地区虽有间接性雨水天气影响,但多数搅拌站、工程抢工期,市场需求依旧向好,一些企业已限量发货。为提升盈利,4月10日-11日起浙江地区一些主导企业对全省通知上调各品种水泥价格20-30元/吨。其中对金华、建德、衢州、丽水、宁波等地上调20元/吨,省内杭嘉湖绍及温州、台州等地上调30元/吨,其余同业15日基本跟进普涨到位。

近期民用市场需求相对尚可,为提升盈利,4月11日起安徽芜湖、铜陵、池州、安庆、六安等地主要厂家通知上调低标水泥价格20元/吨,高标价格近日或有上调的预期。同时宣城、黄山、马鞍山地区主要厂家通知上调各品种水泥价格20-30元/吨。滁州地区水泥价格跟进上调预期较大。

据悉12日安徽沿江地销熟料价格继续上调20元/吨,预计20日前后沿江船运外销价格有望推动第五轮普涨。

此外,为抵御周边河南低价水泥进入影响。11日-12日安徽北部亳州、宿州、淮北等地主要厂家通知下调高标水泥价格25-30元/吨。皖北淮南、阜阳、蚌埠地区价格暂稳。整体来看,安徽地区南北市场水泥价格涨跌互现。

近期福建地区市场需求较好,厂家出货量稳定,加之停窑执行情况较好,库存普遍降至低位水平。4月7日-8日福建地区水泥价格普涨40-50元/吨,据市场反馈来看,本轮各地实际落实幅度基本在30元/吨左右。但据悉,四月福建地区需求依旧向好,水泥供应紧张情况继续维持。省内一些主要厂家或有意21日起再次通知上调水泥价格40元/吨,本轮价格上调难度加大,实际执行情况有待观察。

近期山东地区市场需求一般,加之受外围河北、河南地区低价水泥进入影响,市场竞争加剧。受此影响,聊城、德州、菏泽等地部分水泥成交价相继走低10-20元/吨。此外,13日起山东济宁地区个别厂家增加优惠政策,变相下调水泥价格10-20元/吨。整体来看,开窑前山东地区水泥价格推涨价格基本宣告失败,各地实际成交价格基本稳定。但随着河南停窑推涨50元/吨带动,山东地区主要厂家仍有喊涨止跌的意愿。

近日环保督察组进驻江西(2021年4月7日—5月7日),随着环保加严,工地施工进度放缓,搅拌站需求量减少。同时受阴雨天气影响,南昌、九江地区市场需求疲软,水泥销量低迷。大部分企业水泥、熟料库存普遍在高位运行。

中南

中南地区价格行情呈现上扬趋势。河南、广东及两湖市场水泥价格均有明显上涨,广西地区涨后趋稳。其中河南市场尝试推涨50元/吨;广东市场涨价频繁,价格略显混乱。

两湖地区,二、三月以来湖南衡阳地区水泥价格连续下调,价格低位运行。为提升盈利,8日-9日起区域主要厂家通知上调水泥价格30元/吨,执行情况有待观察。此外,月初郴州地区主要厂家通知上调水泥价格10-20元/吨,执行不佳,目前已基本回落至涨前水平。

湖北方面,受外来水泥涨价带动,武汉地区厂家涨价意愿强烈。为提升盈利,13日起武汉地区部分厂家通知上调水泥价格30元/吨,个别厂家通知涨幅在40元/吨。其余厂家目前仍在观望,有跟进上调预期。

两广一带,西江限载、限行等因素影响,外来水泥进入量有所减少,广东本地企业供应趋紧,涨价意愿强烈。继3月中旬至4月初连续上调后,4月10日-14日起粤北、粤东、大珠三角地区(包含云浮、惠州)及阳江地区主要企业继续通知上调水泥价格20-30元/吨,部分熟料价格同步上调20元/吨。此番调涨,具体情况有待后续跟进。此外,茂名地区主要厂家有跟进上调预期。

广西方面,近期北海地区阴雨天气为主。随着市场逐步恢复,各企业整体库存基本在中位运行,销售压力不大。水泥价格连续上调后,基本落实,市场行情趋于稳定。后期贵州水泥或将加大对广西市场销量,或对本地市场造成一定的冲击。此外,南宁地区受阴雨及环保督察影响,需求有所下滑,整体库位中高位运行,部分厂家水泥成交价暗降10-20元/吨左右。

受陕西、山西地区低价水泥进入影响,豫北地区市场竞争激烈。3月下旬以来河南北部地区主要厂家水泥价格持续累计下调50-60元/吨。据悉省内主要厂家商议15日起开始集中停窑10天,同时14日起对省内各地尝试大幅通知上调水泥价格50元/吨,具体落实有待观察。

西南

西南地区行情涨跌互现,四川局部价格再次推涨20元/吨;重庆、贵州地区阴雨天气较多,市场需求销量不佳,部分区域水泥价格回落10-30元/吨不等。

川渝一带,近期四川地区涨价氛围较浓。广元地区部分厂家技改停窑检修,水泥限量发货,供应紧张。为提升盈利,继3月底上调水泥价格30元/吨后,4月13日起广元地区主要厂家再次通知上调各品种水泥价格20元/吨,对销甘肃陇南方向同步上调水泥价格15元/吨,执行情况有待观察。此外,10日起泸州地区主导企业通知上调各品种水泥价格30元/吨。

重庆方面,近来雨水天气增多,市场需求销量减弱。同时贵州方向水泥进入量增多,市场竞争加剧,本地企业销售压力较大。为提升销量,近日主城市场部分厂家报价下浮20-30元/吨。总体来看,年后主城市场通知上调百元每吨,执行预计在70-80元/吨左右。

云贵地区,近来贵州地区阴雨天气较多,市场需求销量欠佳,企业销售压力较大。3月下旬贵州地区水泥价格上调30元/吨后,近日毕节、铜仁、六盘水、黔南、黔东南等地区部分主要厂家陆续回落水泥价格10-30元/吨不等。周边市场情况不容乐观,近期有跟进下调预期。

云南方面,近期滇西及滇西北大理、丽江、普洱、迪庆、西双版纳等地主要厂家尝试通知复价上调水泥价格30-50元/吨,执行尚推进中。昭通地区近期雨水天气较多,市场需求销量一般。区域主要厂家格自3月中旬至4月初陆续对水泥价上调20元/吨后,持稳为主。曲靖地区受周边价格下跌影响,三月以来水泥价格暗降30-40元/吨。

此外,昆明、玉溪等地一季度水泥价格持续下跌至低谷,四月中旬回涨50元/吨,具体情况有待观察。

华北

华北地区稳中有涨,京津冀主导厂家涨价欲望较为强烈。津京唐一带,主要厂家出货在九成上下。同时到六月前,环保部门对唐山地区水泥等行业进行集中环保整治,力度加大。区域水泥熟料生产受限,加上原材料成本增加,京津唐部分主导企业尝试通知上调水泥价格50元/吨,执行待观察。

整体来看,唐山生产受限,水泥及熟料对外围市场辐射影响减少,主供市场将稳定在京津唐地区。冀中南需求一般,主要企业出货在7-8成水平,略低于去年疫情后复工水平。

此外,内蒙古、山西地区行情大稳小动。内蒙古地区随着市场启动,赤峰等局部受重点项目带动,部分大厂计划继续上调水泥价格20元/吨。山西地区受河南停窑,价格大幅回涨带动,晋中南地区水泥价格有望跟随回涨。

西北

西北地区天气好转,需求恢复较快,一些地区主要企业出货回升到8-9成水平。水泥价格方面,陕西关中地区水泥价格三月底上调30元/吨,目前市场反馈并未全部落实,调整失败可能性较大。

青海地区需求恢复较快,西宁、海东主要厂家在三月中下旬大幅喊涨,目前市场看来执行基本在20-30元/吨。西藏需求恢复价格上涨带动,中旬格尔木地区主要继续通知上调水泥价格20元/吨。

甘肃地区行情大稳小动,兰州、白银地区主要厂家报价涨后趋稳。天水、陇南、平凉有阶段性降雨影响,但整体需求尚可,企业出货8-9成水平。上周四川广元水泥对发陇南价格通知上调15元/吨。天水地区受重点项目支撑,主要厂家有意在天气好转后继续通知上调水泥出厂价格。

此外,宁夏、新疆市场已基本恢复。宁夏地区正在推进落实近期上调幅度。虽北部地区有外来低价水泥影响,但随着需求回升,整体上涨10-20元/吨,恢复年前水平问题不大。新疆需求恢复,乌鲁木齐、喀什地区主要厂家报价平稳,克州部分大厂通知上调20元/吨。

东北

东北地区,上旬吉林、辽宁一些地区水泥价格大幅喊涨50元/吨,近期营口、白山、通化等一些地区主导企业通知跟进推涨50元/吨。同时受南方水泥熟料价格持续上调带动,辽南海运熟料平仓报价上涨至360-370元/吨。黑龙江地区行情基本稳定,主要厂家有意继续拉涨一些相对偏低地区价格。

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2024-01-23 14:30:40

The price of Yueyang Cement in Hunan and Chengdu-Deyang-Mianyang Cement in Sichuan has dropped; recognizing the situation is the first barrier for Henan Cement in the new year; 28 production lines will be put into production in 2024.

2024-01-19 13:11:00

The person in charge: "Large enterprises also have to survive, stop too many kilns, the loss is too great, large enterprises can not stand, has been unable to retreat, continue to go on like this, the market environment in 2024 will only be worse.". The person in charge also pointed out that the downward trend of cement demand is inevitable, and it is impossible to return to the past in the future. Overcapacity will only become more and more serious, which is the basic aspect of the current cement industry.

2024-01-19 09:18:51

Featured | The cement situation in 2024 is grim; the kiln in Yunnan will be shut down from now on; Huaxin Cement is put into production in Tanzania; China National Building Material Group has been listed in the Top 500 Global Brand Value List for six consecutive years

2024-01-18 13:39:04

Talking about the situation of Henan cement market in 2024, Wang Aizhen said that due to the drag of real estate, the contradiction between supply and demand is likely to further intensify in the new year, and the price competition among enterprises may be unavoidable. If the industry can not reach a consensus on steady growth, the Henan cement market will remain difficult in the new year, and the loss may be more serious.

2024-01-16 20:10:05

The price difference of cement in different regions of Gansu is large; Xu Mingxia: the industry capacity is getting bigger and bigger; Hainan Kunlun Group has built a new cement project with an annual output of 6 million tons

2024-01-15 13:41:51

According to the cement network market data center news, in mid-December, some major enterprises in Guanzhong area of Shaanxi notified to raise the cement price by 40 yuan/ton. Recently, according to market feedback, the mainstream of this push up is 10-20 yuan/ton.

2024-01-12 17:31:44

The price of cement in Chongqing has dropped; the cement industry will be in a difficult period in the next ten years; "rigid capacity reduction" is the feasible solution to resolve overcapacity.

2024-01-12 14:45:33

In the long run, Zhang Zhenkun believes that the cement industry will be in a difficult period in the next ten years, and the demand for cement will drop from 2.04 billion tons to 1.4 billion tons or even less in ten years.

2024-01-12 09:27:58

Guangdong up 10 yuan/ton, Hainan down 50 yuan/ton; cement industry missed the good opportunity to cut production capacity; Shanxi 2023 second batch of A-level, B-level, leading enterprises list announced

2024-01-11 15:08:22

Cement price in East China decreased by 1.02%; national cement output in 2023; Western International Group invested US $1 billion to build a factory in Zimbabwe

2024-01-10 13:05:08

Shandong cement market price falls; Li Rongshan: cement off-peak production is a win-win policy; Liaoning plans to shut down kilns for 151 days in 2024

2024-01-09 14:12:31

Staggered peak production of cement, only reduce the output, not reduce production capacity.

2024-01-08 15:12:46

East China, Yunnan, Chongqing and Sichuan cement prices slide; Zou Weibin: The cement industry has experienced winter, can spring be far behind?

2024-01-08 15:11:59

How should cement enterprises deal with this industry situation or continue to continue in 2024?

2024-01-08 09:27:17

The single peak-staggering production policy based on "days" has gradually failed with the transformation of production and the decline of the market.

2024-01-07 15:06:43

The market is stable, Henan fell more than 5%; "2023 Top 100 List of China's Cement Clinker Production Capacity" was released; the Ministry of Industry and Information Technology announced 27 industry standards related to cement, sand and concrete!

2024-01-02 15:02:03

The number of days of off-peak kiln shutdown is increasing rapidly year by year, but the effect of off-peak production is weakening year by year. Especially this year, with the further sharpening of the contradiction between supply and demand, the impact of off-peak kiln shutdown on the cement market has been greatly weakened.

2024-01-02 09:06:26

湖北宜昌水泥价格下滑;水泥巨头纷纷“出招破局”; 薄克刚:维护行业正常秩序是第一要务

2023-12-29 15:33:05

水泥行业应认清形势变化,捕捉低碳大势带来的商业模式变革机会。

2023-12-29 15:02:54

作为行业龙头,大型水泥企业肩负着引领行业方向、推动行业进步的责任。面临“需求下滑、效益萎缩、产能过剩”等行业困局,水泥巨头们又是如何“出招”的呢?

2023-12-29 14:53:53

2023年水泥价格低位收官;多地对水泥企业、施工工地进一步管控;塔牌集团2024年争取实现净利润6亿元以上

2023-12-28 13:39:27

陕西、四川水泥价格涨、湖南下调;2023年全国共投产16条水泥熟料线,明年还有27条待投产;工信部拟将多个水泥企业应用案例列入新一代信息技术典型产品名单

2023-12-27 13:44:39

青海、江苏、浙江水泥价格上调;海螺、上峰、南方等入选安徽散装水泥10强企业;中国电建签署一重大合同

2023-12-26 13:59:19

精选|2024年混凝土需求预计下滑;超3.5亿元!国家给水泥厂“发钱”;国务院印发《空气质量持续改善行动计划》

2023-12-21 13:29:50

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.