中国水泥网:价格小幅恢复 南宁水泥市场挑战还在后头

2022-08-24 09:39:17

“无论是房地产还是重点工程的水泥需求,目前都没有明显回升的态势。需求端大概率改善不会很明显,而产能却实实在在将会增加。”

曾一度“掐”到180元/吨的南宁水泥市场近期出现小幅恢复,但当地行业人士则并不乐观,他们认为南宁水泥市场的挑战还在后头。

“从目前来看,南宁包括周边运距范围内下半年至少还有三条生产线准备点火,另外去年底点火的一条生产线今年也将完全释放产能。”南宁一水泥行业人士透露。而当前进入7月后,包括南宁在内的整个广西市场相较于上半年不仅没有出现回暖的情况出现,反而更加严峻。

今年上半年,由于两广水泥需求急剧萎缩,广西水泥价格不断下探,而进入7月区内企业对于市场的耐心进一步丧失,“价格战”一触即发。这其中,南宁市场战事尤为激烈,作为广西壮族自治区首府,南宁一直以来是区内的水泥热点市场,也是区内水泥企业重点布局的地区。为了抢占为数不多的市场需求,龙头水泥企业不断调整价格。

当地经销商表示,对南宁市场,水泥企业一度将价格降至180元/吨。“这一价格水平连煤炭、石灰石成本都不够,谈何盈利?”上述经销商表示,这一情况几乎将广西水泥行业拖至谷底。不过,随着南宁区域内水泥企业短时间内认识到了“价格战”并不能带来实质上的变化,进入八月后当地水泥企业开始小幅恢复价格。

8月4日前后,一龙头企业率先宣布对出厂水泥价格上调20元/吨,随后另外两家龙头也宣布对散装水泥上调20元/吨,随后这两家企业又通知客户将分别于15日零时、16日零时对袋装水泥上调20元/吨。

“无论是房地产还是重点工程的水泥需求,目前都没有明显回升的态势。需求端大概率改善不会很明显,而产能却实实在在将会增加。”文章开头提到的行业人士表示。数据显示,南宁上半年地产开发投资下降33.2%。全市商品房销售面积815.42万平方米,同比增长6.6%;商品房销售额536.65亿元,下降19.4%。

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Correlation

According to the China Cement Network Market Data Center, cement prices in the Pearl River Delta market in central and southern Guangdong are planned to stop falling and rise again, while prices in individual markets in Guangxi have experienced a second round of decline. During the Mid-Autumn Festival, the range of price increases in the two lakes areas has been extended to the whole province, pushing up by about 30 yuan/ton. Since the 10th, some major manufacturers in Henan have pushed up the price of cement by 30 yuan/ton, but the actual implementation is not ideal, some enterprises have not implemented in place, and the quotation remains at the level before the rise.

2024-09-20 17:10:16

On September 1, some leading enterprises in Guangxi notified many places to reduce the price of cement by about 20-30 yuan/ton.

2024-09-02 15:30:59

Driven by the rising price of raw materials, the price of concrete in the central and southern markets is stable and small..

2024-08-16 17:03:31

The market demand is not good, and the price of concrete is stable and falling.

2024-07-19 14:44:42

The recent rainy weather is still continuing, the downstream construction progress is slow, local shutdown occurs, and the price of concrete is stable and small. From June 20th to June 26th, the national concrete price index closed at 117.92 points, down 0.19% from the previous month.

2024-06-28 18:10:43

Demand is weak, concrete market is stable and falling..

2024-06-28 16:46:54

By the end of April 2024, the National Gravel Price Index (CSPI) closed at 82.95 points, down 0.73% annually and 4.24% year-on-year. The National Machine-Made Sand Price Index (MSPI) closed at 85.95 points, down 1.34% month-on-month and 7.87% year-on-year..

2024-05-08 16:53:52

At the beginning of April, the National Cement Price Index (CEMPI) was 104.8 points, closing at 108.1 points at the end of the month, up 2.51% annually and down 20.36% year-on-year.

2024-05-07 16:54:23

Some major manufacturers in Guangxi have notified many places to raise the price of cement by 10-20 yuan/ton, and the mainstream increase is 20 yuan/ton.

2024-04-30 14:17:31

According to the data center of China Cement Market, the demand in many places is not good, and the price of cement is under pressure.

2024-04-08 10:15:54

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

Corporate profits have fallen sharply compared with previous years, and the willingness to raise prices is strong.

2024-02-20 16:48:37

According to the China Cement Network Market Data Center news, the Spring Festival is approaching, demand is further weakening, and the overall market in central and southern China is stable this week.

2024-02-02 16:59:15

How did Ningxia become a "price depression" in Northwest China? Conch Cement won the mining right of limestone mine in Guangxi with 730 million yuan. Bahrain Cement consumed about 1 million tons. Nanning Hongshi Cement won the mining right of limestone mine in Guangxi with 300 million yuan. Several cement production line projects in Guizhou are in progress.

2024-02-02 12:28:12

Behind the price drop is the bleak situation of real estate construction falling sharply, key projects landing slowly and cement demand shrinking.

2024-01-24 14:38:27

广西水泥价格上调;“多措并举”塑造水泥行业健康生态;河南、江西、河北、湖南等多地发布水泥错峰通知;中国铁建3位副总裁辞任。无人驾驶卡车在矿山规模化运行,水泥智慧矿山建设持续推进。

2023-11-01 13:40:32

从实际调研来看,海南省海运通道便捷且水泥价格坚挺的客观因素,吸引了周边地区水泥的不断流入,随着外来水泥的冲击,海南的价格还能“坚挺”多久有待关注。

2023-10-12 11:12:08

此举将对广东水泥市场产生多大影响呢?

2023-10-11 15:07:26

广西水泥行业多以大型生产线为主,全区75条生产线,2500t/d以下的仅11条,多数都是5000吨及以上生产线,实际水泥产能超过1.7亿吨,但全区2022年水泥需求量才7000多万吨,加上外销水泥也就9000多万吨,产能严重过剩。

2023-08-17 15:41:45

需求依旧疲软,部分市场混凝土价格继续下跌......

2023-08-11 15:24:23

需求疲软,混凝土行情继续走弱......

2023-08-04 14:59:52

需求疲软,原材价格筑底,混凝土行情稳中有跌......

2023-07-28 15:29:57

市场需求销量未见好转,混凝土价格继续偏弱为主......

2023-07-14 15:20:58

上周五,全国水泥价格指数(CEMPI)报收115.35点,环比下跌1.92%,同比下跌19.71%

2023-07-10 11:48:00

本周五,全国水泥价格指数(CEMPI)报收115.35点,环比下跌1.92%,同比下跌19.71%。

2023-07-07 18:24:55

据中国水泥网行情数据消息,中南地区市场需求销量未见好转,水泥价格跌势不止。

2023-07-07 16:52:53

需求变化不大,混凝土价格继续走低......

2023-07-07 15:31:54

6月初全国水泥价格指数(CEMPI)为126.23点,月末报收117.61点,环比下跌7.06%,同比下跌19.09%。

2023-07-04 15:22:40

需求延续弱势,混凝土价格稳中有降......

2023-06-30 15:21:02

据中国水泥网行情数据消息,市场淡季,需求销量持续走弱,周内中南地区部分市场水泥价格继续下滑10-30元/吨左右。

2023-06-16 16:47:05

后市预测:行业正式进入淡季,市场竞争激烈,企业库存普遍高位承压,预计近期水泥价格仍将延续跌势。

2023-06-12 09:47:15

据中国水泥网行情数据消息,近期雨水天气较多,市场需求销量下滑,中南地区部分市场水泥价格继续走低10-30元/吨左右,整体行情仍处下行通道。

2023-06-09 17:32:22

供需双弱,混凝土价格下滑......

2023-06-02 15:01:34

5月初全国水泥价格指数(CEMPI)为135.74点,月末报收126.54点,环比下跌6.77%,同比下跌20.46%

2023-06-01 15:50:55

据中国水泥网行情数据消息,中南地区市场需求疲软,水泥价格普遍走低。本周两广及湖南、河南部分市场水泥价格下调10-30元/吨不等。

2023-05-26 16:26:22

据中国水泥网行情数据消息,本周中南地区除湖北鄂东地区水泥价格继续上扬,其他地区市场需求表现平淡,广西局部市场水泥价格暗中走低,河南地区水泥价格涨后回落。

2023-03-24 16:58:44

与此同时,随着需求逐渐好转,成本高企等因素带动,广西、广东、福建等地水泥价格再次迎来上涨。此外,海南市场也迎来了春节后的首次价格上调。

2023-03-11 08:49:21

本周五,全国水泥价格指数(CEMPI)报收141.12点,环比上涨2.19%,同比下跌17.32%。

2023-03-10 18:18:56

截至2月底,全国碎石价格指数(CSPI)报收85.74点,环比下降1.76%,同比下降10.37%。全国机制砂价格指数(MSPI)报收92.8点,环比下降0.97%,同比下降7.89%。

2023-03-06 10:09:05

2月初全国水泥价格指数(CEMPI)为136.63点,月末报收137.62点,环比上涨0.64%;由于同期绝对价格较高,本期水泥价格同比下跌18.13%。

2023-03-01 16:29:38

本周五,全国水泥价格指数(CEMPI)报收137.6点,环比上涨0.72%,同比下跌18.16%。

2023-02-24 18:14:57

据中国水泥网行情数据消息,广东地区市场需求销量恢复较好,本周省内主导企业再次通知上调水泥价格10-20元/吨,广西局部市场袋装水泥价格继续上扬。

2023-02-24 17:15:02

[水泥大数据研究院]水泥产业链指数运行周报(2023.2.17)

2023-02-17 17:23:30

据中国水泥网行情数据消息,广东地区市场恢复较快,本周省内主导企业通知上调水泥价格10-30元/吨;湖南局部市场水泥价格上调20-30元/吨左右。

2023-02-17 17:12:38

如今,随着广西水泥熟料产能的释放,2023年广东市场压力可能进一步加大。

2023-02-13 09:55:25

业内人士表示,随着各地陆续复工复产,市场需求将逐步释放,预计近期水泥价格将偏稳运行。

2023-02-11 14:02:39

本周五,长江流域水泥价格指数(YRCEMPI)报收126.19点,环比上周下跌0.09%。

2023-02-03 18:11:38

据中国水泥网行情数据消息,春节过后市场需求缓慢恢复,湖南及广西部分地区企业尝试上调水泥价格20元/吨,执行待观察。此外,河南及湖北零星市场水泥价格小幅松动下滑10-15元/吨。

2023-02-03 17:08:58

近年来,有大量的生产线在广西投建,主要还是看中了广西巨大的市场潜力和西江便利的水运,方便辐射珠三角市场,但是现在各地需求都不好,这么大的产能如何消化,非常关键。

2023-02-02 09:16:04

中央经济工作会议强调扩内需、稳增长,预计基建投资在2023年上半年仍将是稳增长的重要抓手之一,基建投资高景气有望延续。

2023-01-31 09:14:44

Recently, the local weather conditions in China are not good, the recovery of market demand is insufficient, the price of concrete is mainly stable, and the local pressure is falling. From September 12 to September 18, the national concrete price index closed at 112.93 points, down 0.21% annually and 10.83% year-on-year.