[专题]2022年一季度混凝土行业运行分析及展望

2022-04-19 14:31:35

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/)

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Correlation

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……

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2023-10-11 09:31:34

[水泥大数据研究院]水泥产业链指数运行周报(2023.8.4)

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2023-07-14 15:02:53

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2023-05-12 10:25:26

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2023-04-27 09:20:32

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……

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[水泥大数据研究院]水泥产业链指数运行周报(2023.4.21)

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2023-04-04 09:16:13

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2023-04-03 09:08:04

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一系列基建利好消息令建材行业对下半年的发展充满信心,但与此同时,我们也应该看到不确定性依然存在。

2022-05-09 10:51:36

On November 22, the 4th International New Material Industry Conference was held in Bengbu, Anhui Province, jointly sponsored by the People's Government of Anhui Province, the International Glass Association, China Building Material Group Co., Ltd. and China Baowu Iron and Steel Group Co., Ltd. The theme of this conference is "New Technology". New materials New Future. Li Zhong, Vice Governor of Anhui Province, delivered a speech and announced the opening ceremony. Zhou Yuxian, Secretary of the Party Committee and Chairman of China Building Material Group, and Alicia Duran, Chairman of the 26th International Glass Association and Chairman of the Organizing Committee of the United Nations International Year of Glass, attended the conference and delivered speeches. Seventeen academicians, including Gan Yong and Peng Shou, as well as relevant leaders and guests from provinces, cities, universities and enterprises, attended the meeting.