2022年一季度基建和房地产投资增速放缓，混凝土行业淡季弱势运行，全国混凝土价格指数（CONCPI）报收150.24点，较2021年12月末下跌4.43%，同比上涨4.04%，规模以上企业商混产量预计同比下滑7.2%左右……
一、房地产行业景气度不足 商混需求同比减少
今年一季度，房地产行业普遍存在资金短缺的问题，企业债务违约现象仍时有出现，房地产投资增速延续下行趋势。基建方面，项目审批和专项债发行有所加快，政府支持力度较强，但由于国内出现多点散发疫情，部分重要经济区的物资和人员流通受阻，实际项目推进较为缓慢，影响基建投资落地。根据国家统计局公布的数据，2022年一季度房地产和基建（不含电力）投资累计增速分别为0.7%和8.5%，同比分别回落24.9个百分点和21.2个百分点。
图1：2022Q1房地产和基建投资增速明显放缓（%）
数据来源：水泥大数据（https://data.ccement.com/）
Driven by the rising price of raw materials, the price of concrete in central and southern China has risen slightly..
2024-11-08 15:49:01
According to the market data of China Cement Net, the cement market in Beijing, Tianjin and Hebei has stepped into the off-season, and the push up has not been implemented, and the central and southern parts of Hebei are slightly loose; the market in Inner Mongolia is stable, and the push up is slow; the effect of the early push up in Shanxi is not good, and the market is stable at present.
2024-07-12 15:53:15
According to the cement network market data center news, thanks to the staggered peak kiln, most of the market is relatively stable.
2024-07-12 15:50:01
According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.
2024-07-12 15:40:36
In the second quarter, the domestic rainwater was on the high side, coupled with the tight market funds, the supply and demand of the concrete industry were weak, and the National Commodity Concrete Price Index (CONCPI) fell by 3.35% annually, which was wider than the previous value.
2024-07-08 14:17:39
Market demand and sales have not improved, and the overall market is weak and stable.
2024-05-11 16:57:40
In the first quarter of 2024, the demand for infrastructure fell short of expectations, housing projects continued to shrink, and the concrete industry continued to weaken. By the end of March, the National Concrete Price Index (CONCPI) closed at 122.38 points, down 1.8% from the beginning of the year. Compared with the same period in 2023, the concrete price index fell by 12.8%.
2024-04-22 10:18:23
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
2023年，下游终端市场仍然面临资金偏紧的局面，多数区域施工增量不及预期，加之上游企业竞争加剧，成本端支撑乏力，混凝土行业易跌难涨，效益进一步走弱……
2023-12-21 09:21:01
三季度，国内高温雨水天气增多，下游施工强度减弱，混凝土市场供需双弱，企业报价普遍下调。整体来看，三季度全国商品混凝土价格指数（CONCPI）环比下跌5.87%……
2023-10-11 09:31:34
二季度，国内资金环境仍然偏紧，下游施工项目增长乏力，混凝土市场需求弱势运行，价格普遍跟随原料下调。整体来看，二季度全国商品混凝土价格指数（CONCPI）环比下跌2.16%……
2023-07-10 11:05:42
据中国水泥网行情数据消息，河北地区部分水泥市场需求表现一般，企业出货量不高，前期价格上调无法全面落实。京津地区水泥价格保持平稳，销量偏弱，价格维持低位，降价空间不大。
2023-05-19 17:10:05
2023年一季度基建端需求表现较好，但由于房建市场开工仍偏弱，混凝土行业效益同比继续下滑。截至3月底，全国混凝土价格指数（CONCPI）报收140.28点，相较于年初下跌0.24%，同比下跌6.63%，规模以上企业商混产量预计同比下滑6.2%左右……
2023-04-26 17:22:17
据中国水泥网行情数据中心消息，进入四月，东北地区天气回暖，厂家陆续开窑。水泥价格方面，较去年下滑明显，黑吉地区部分企业报价继续高位运行，但是虚高成分较大，与实际成交价格继续保持一定差价。辽宁地区由于市场需求不足，区域价格依然处于低谷。
2023-04-07 17:58:28
3月受基建项目拉动，下游施工量环比有所增加，但多数地区市场需求尚未恢复至往年同期水平，混凝土价格稳中偏强运行。截至3月底，全国混凝土价格指数（CONCPI）报收140.28点，较2月底上涨0.37%，与去年同期相比，价格跌幅为6.63%……
2023-04-04 09:16:13
受假期因素影响，1月至2月中旬混凝土市场基本处于停滞状态，价格走势阴跌为主。3月份开始，市场需求缓慢恢复，局部混凝土价格跟随成本小幅上调。整体来看，一季度全国商品混凝土价格指数（CONCPI）环比下跌1.25%……
2023-04-03 09:08:04
据中国水泥网行情数据中心消息，近期京津冀气温有所上升，整体市场需求恢复至5-6成上下，水泥价格总体平稳运行。为抢占市场份额，近日呼和浩特、乌兰察布等地区一些企业成交价格普遍有所下滑，幅度较不明朗。
2023-03-31 17:56:27
四季度下游局部出现短暂的赶工期，混凝土市场需求略有改善，但出货总量仍明显低于往年同期。在成本端触底回升的支撑下，混凝土价格走势先扬后抑，四季度全国商品混凝土价格指数（CONCPI）环比基本持稳……
2023-02-01 14:36:26
2022年受房地产景气度下行、疫情反复等多种负面因素影响，下游施工强度和施工工时均不及同年同期水平，市场需求明显走弱，混凝土行业出现量价齐跌的情况，企业普遍出现亏损……
2023-02-01 09:51:55
在这些混凝土企业发布了三季度报的混凝土企业中，有6家营业收入都同比减少，甚至部分企业第三季度营收净利“双降”。
2022-10-31 11:49:29
9月，中国工业生产者出厂价格指数PPI同比上涨0.9%，而分部门的PPI中，建筑材料PPI我们预计将出现负增长，在15个工业部门中，建筑材料行业PPI今年表现较差。建筑材料PPI同比在去年11月达到11.8%的高位后持续回落，9月是回落后首次出现负增长。那何时才能见底回升？
2022-10-19 15:33:49
三季度高温持续时间较长，混凝土市场淡季气氛浓厚，出货量明显减少，全国商品混凝土价格指数（CONCPI）环比下跌4.44%，整体跌幅环比进一步扩大。其中，东北地区混凝土价格幅略有收窄，但吉林仍是国内均价跌幅最大的省份……
2022-10-11 14:39:49
多数企业上半年产量出现明显下降，收入或净利润出现大幅下滑或亏损，仅两家企业净利润呈上涨趋势。
2022-09-02 09:46:36
本周国内高温天气仍在持续，局部电力紧张，工业企业和施工端用电受限，混凝土市场需求进一步走弱，国内商混价格弱势波动。整体而言，全国混凝土价格指数报收141.05点，环比下跌0.12%，同比下跌0.80%……
2022-08-20 08:55:46
2022年上半年国内在疫情和天气因素的影响下，施工项目进展缓慢，尤其是地产项目施工量出现负增长，拖累混凝土市场需求，至6月底，全国混凝土价格指数（CONCPI）报收146.09点，季度内价格跌幅为2.35%，同比上涨1.35%……
2022-07-25 15:42:00
二季度国内受疫情和强降水天气轮番影响，需求恢复不及预期，混凝土价格跌势不止，二季度CONCPI环比下跌3.02%。其中，辽宁地区继续领跌……
2022-07-07 14:23:21
CEMPI
133.08
+0.03 +0.02%
CONCPI
112.47
+0.35 +0.31%
CLKPI
139.58
+0.95 +0.69%
SPPI
50.39
+0.10 +0.20%
MORPI
80.43
+0.04 +0.05%
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.
