水泥再次降价!别急!数万亿基建投资已在路上!

2022-01-06 09:06:58

重大投资项目的密集落地开工,直接利好基建原材料的需求。

据浙江台州市建设工程造价事务中心统计,上月以来,浙江台州市水泥价格出现“三连降”,且降幅较大。  

以台州海螺水泥42.5级散装为例,截至目前,台州市场售价每吨600元左右,每吨比去年12月初下跌约130元,跌幅为17.81%。  

“从上月初开始,台州的水泥行情大致经历了三波下降阶段,每次幅度都挺大。”台州某建材相关负责人陈先生介绍,进入上月下旬,全国水泥需求有继续下降趋势,除北方市场已处于传统冬休淡季,华东、中南、西南等南方市场需求出货情况普遍不如往年同期水平,年底竞争加剧,加上一些省份水泥价格仍相对较高,较国内水泥均价环比继续小幅下滑。 

不少业内人士也表示,冬季是传统的销售淡季,除水泥市场需求有所回落外,此次水泥价格下调也是一次价格逐步回归理性过程。  

据了解,目前台州市水泥生产企业生产基本正常,市场供应正常。

实际上,2021年四季度,随着冬季雨雪天气的提前到来,部分下游施工出现停滞,水泥需求不及同期。中国水泥网数据显示,长三角和珠三角两大水泥热点市场进入四季度以来,水泥价格持续走低,预期中的旺季并未如期而至。

多地水泥价格继续回调

据中国水泥网行情中心消息,元旦以来,多地水泥价格继续回调。

广东

据市场反馈,近期广东地区需求清淡,销量下滑,企业库存压力较大。临近年底,为提升销量,水泥价格承压下行。1日-2日起省内各主要厂家陆续下调水泥价格30-70元/吨不等。

其中,粤西湛江、茂名地区降幅在60-70元/吨左右,粤北、珠三角、粤东地区降幅在30-70元/吨左右。其中12月28日珠三角地区部分市场暗降20-30元/吨后,元旦期间继续走低,部分大厂挂牌价一次性修正下调60-70元/吨左右。

此外,粤东地区12月29日散装普降30元/吨,元旦以来袋装跟进下调。

广西

据市场反馈,进入一月市场将进一步走淡,部分工程或搅拌站开工率下降,加上外围低价水泥不断冲击,广西本地企业出货量降至5-7成水平。

随着库存不断升高,为降低产销压力,1日-2日起省内一些主要厂家继续对南宁、崇左、北海、防城港、钦州、玉林、桂林等地区下调水泥价格30-80元/吨不等,主流降幅50-60元/吨左右。

上海

据市场反馈,基建及房地产需求持续减弱,加上周边江浙地区及外来水泥成交价持续下跌,上海市场水泥成交价不断下滑。鉴于前期成交价格持续回落,但挂牌价虚高变动较小,元旦期间地产主导企业对挂牌报价下调60元/吨。目前一些船运外来水泥P.O42.5散装出库价基本在480-510元/吨,地产水泥挂牌报价仍虚高。

江苏

据市场反馈,进入元月传统淡季,江苏地区市场需求表现一般,但春季前仍有一些工地赶工,各地厂家出货量7-9成左右。

水泥价格方面,周边及上游低价水泥持续冲击,市场价格竞争激烈。同时前期一些大厂暗降较多,挂牌虚高,元旦以来南京、镇江、盐城、扬州、泰州、南通、淮安及苏锡常等多地一些厂家对高标散装挂牌价格大幅修正下调40-100元/吨不等,缩小挂牌价与实际执行价格差距。同时苏中南市场部分实际成交价格继续下滑10-20元/吨左右。

临近春运,市场需求将持续下滑,加之近日长三角熟料价格大幅回落,省内虽有春节错峰生产的计划,但水泥价格继续淡季下滑的压力仍在。

浙江

据市场反馈,进入元月传统淡季,一些工地施工已接近尾声,需求进一步走弱,加之外来低价水泥冲击影响较大。12月31日浙北杭州、绍兴地区主要厂家下调水泥价格50元/吨后,1月1日起嘉兴、湖州地区一些主要厂家跟进下调各品种水泥价格50元/吨。同时沿海宁波、温州、台州、舟山等地一些主要厂家再次下调高标水泥价格60元/吨,低标70元/吨。

1月5日起金华、衢州、丽水等地一些主要厂家继续通知下调各品种水泥价格30-50元/吨左右,其余同业将陆续跟进回落。周边浙北杭嘉湖绍地区预计随后跟进继续下调。

江西

据市场反馈,房地产不景气,市场需求下滑明显,水出货量持续下滑。各企业销售压力较大,市场竞争激烈。为提升销量,元旦以来水泥价格高位回落。

1日-2日起赣北南昌、九江主要厂家对省内各市场陆续下调水泥价格50-80元/吨左右;赣西新余、宜春等地主要企业报价下调50-60元/吨左右;赣东北景德镇、上饶等地下调30-80元/吨左右。

此外,吉安、赣州等地部分大厂大幅调整挂牌80-100元/吨左右,同业尚在观望。此前江西一些地区暗降不断,厂家实际执行价与挂牌价偏差较大,故部分大厂单次大幅修正虚高挂牌报价幅度高达100-200元/吨左右。

山东

据市场反馈,市场进入传统淡季,一些工地施工基本接近尾声,需求偏弱运行,厂家出货量低迷,库存压力较大。为提升销量,抢占淡季市场份额,近日山东济宁地区个别企业对42.5级散装水泥挂牌修正下调70元/吨,实际成交继续下调20元/吨,区域其余同业将陆续跟进回落。

整体来看,12月以来济宁地区一些厂家已累计下调水泥价格100元/吨,周边市场水泥价格将不同幅度跟进回落。

四川

据市场反馈,随着气温不断下降,甘肃陇南工程和民用市场需求逐渐萎缩。加上近期四川广元地区水泥价格大幅回落,对销陇南市场同步走低。受此影响,4日起陇南地区主要厂家通知下调水泥出厂价格50元/吨左右。

贵州

据市场反馈,临近年底,贵州市场需求普遍下滑,尤其社会资金紧张,重点项目数量及工程开工率较往年下滑。近期贵阳、安顺、黔南、黔东南等地企业出货比较清淡,整体库存偏高运行。

为提升销量,元旦以来贵阳、安顺、黔南、黔东南一些主要厂家相继下调水泥出厂价格20-40元/吨左右。据悉近期贵州将进行春节错峰生产,要求一季度不少于60天,预计一月中旬起开始执行。

各地项目集中开工 水泥需求获力挺

作为拉动经济增长的“三驾马车”之一,投资的作用不容小觑。新年伊始,多地快马加鞭开启重大项目,稳增长意愿强烈。据统计,近期各地项目总投资金额超过2.2万亿元。

重大投资项目的密集落地开工,直接利好基建原材料的需求。

1月4日,河南省各地在分会场举行第三期重大项目集中签约、开工、投产仪式。此次全省集中签约项目460个,总投资3514亿元;开工项目860个,总投资5956亿元;投产项目790个,总投资3640亿元。

据《浙江日报》报道,1月5日,2022年浙江省扩大有效投资重大项目集中开工活动在浙江省人民大会堂举行,总投资达6386亿元的358个重大项目正式启动开工。

杭州市钱塘区一季度扩大有效投资重大项目集中开工

1月4日,上海浦东新区2022年重大项目集中开工活动在上海浦东国际机场四期扩建工程现场举行。当天,浦东新区82个重大项目集中开工,总投资达3176亿元,涉及高端产业、科创、基础设施、重大民生等领域。 

江苏省1月4日召开全省重大项目建设动员会,会议明确,一季度全省计划开工亿元以上项目2180个,比上年增加714个,年度计划投资5720亿元,比上年增加1343亿元。

据《四川日报》报道,1月4日,四川省2022年第一季度重大项目集中开工,其中10亿元以上重大项目100个、总投资2322亿元。

四川省2022年第一季度重大项目集中开工

今年中国经济稳字当头、稳中求进,稳投资将起到关键作用。

多位专家预计,稳投资将成为当前及未来一段时间的工作重点,不仅能对冲经济下行压力,还将发挥投资对优化供给结构的关键作用。从中央到地方密集部署加快一季度发债,将为基建项目开工提供资金保障。

据悉,去年年底召开的中央经济会议进一步强调了稳增长的重要性,且提到“适度超前开展基础设施投资”,业内人士曾表示,基建“超前”发力,有助于提振水泥需求端预期,2022年基建端有望结构性回暖,年初或迎来开门红。

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Correlation

According to the data center of China Cement Market, the overall market demand in Northwest China has declined, some kilns have been shut down, and most prices are stable. For example, the cement market demand in Gansu is weak at present, especially in Lanzhou and its surrounding areas, the inventory of some manufacturers is not high.

2024-11-08 17:27:44

According to the information from China Cement Market Data Center, the price of cement in many places in Yunnan in southwest China has risen by 100 yuan/ton, and the implementation remains to be observed; Liangshan and Panzhihua in Sichuan have also begun to push up by 50 yuan/ton. In Guizhou, some major manufacturers in Qiannan, Qianxinan, Zunyi, Tongren and other regions have recently raised the cement price by 10-40 yuan/ton, while the quotation in other regions has been stable for the time being.

2024-11-01 17:32:29

After the National Day, the domestic concrete market demand rebounded slightly, but the total amount is still relatively weak, concrete enterprises are mainly shipping at stable prices, and have not yet followed the rise of raw materials. From October 3 to October 9, the national concrete price index closed at 112.82 points, in line with the National Day holiday, with a year-on-year decline of 10.21%.

2024-10-12 17:25:54

Although the road of carbon emission reduction in the cement industry is full of challenges, through continuous technological innovation and industry practice such as "steel slag phase-separated clinker", we have reason to believe that the cement industry can surpass the "face-saving project", realize the real green transformation, explore a sustainable road of cement concrete development, and leave a cleaner and sustainable earth for future generations.

2024-09-24 14:31:59

According to incomplete statistics, there are about 33 listed companies developing commercial mixing business in A-share motherboard, Hong Kong stock and Taiwan stock, of which 9 companies take commercial mixing as their main business.

2024-09-10 17:04:29

In the first half of 2024, Conch Cement realized an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit attributable to parent company of RMB3.326 billion, representing a year-on-year decrease of 48.56%.

2024-08-30 14:56:13

We need to establish the core values of "others earn more, I can earn more" to guide production and operation. In the short run, only by actively limiting production and restoring the balance of supply and demand in the weak market, can the cement industry achieve a recovery in efficiency. Without enough initiative and consistency to limit production, all those who talk about the price of cement are cheaters and hooligans, and they can not succeed.

2024-08-13 15:12:11

Market, according to the China Cement Network Market Data Center news: August 12 or so, Hunan cement enterprises generally push up the price of cement 50 yuan/ton; August 13, Shaanxi cement enterprises push up the price of cement 60 yuan/ton. Hubei market has recently spread the rumor of price increases, but whether it can take place remains to be seen.

2024-08-13 11:22:30

The vicious competition of "involution" is a game without winners.

2024-08-08 10:38:47

According to the China Cement Network Market Data Center, the shutdown of kilns in Liaoning, Northeast China, was extended to 20 days in August, the overall price was high and stable, the demand performance was not good, and the momentum to push up again was insufficient.

2024-08-02 17:28:08

According to China Cement Market Data Center, the demand and sales in southwest China are sluggish, cement prices in Sichuan and Chongqing continue to fall, and some regions have fallen back to the level before the price increase in June. Some markets in the surrounding Yunnan-Guizhou region are still pushing up in the week, and the implementation remains to be observed.

2024-08-02 17:25:15

According to the China Cement Network Market Data Center, the price of cement in the Pearl River Delta region of Guangdong in central and southern China has recovered by 10-15 yuan/ton, and the quotation in Guangxi is temporarily stable. Prices in some areas of the two lakes have fallen in the early stage, and the overall market is mainly stable this week.

2024-08-02 17:16:26

According to the market data of China Cement Network, affected by the high temperature weather and rainy season, the demand performance of Beijing-Tianjin-Hebei region is flat and the price is weak.

2024-08-02 17:12:52

According to the cement network market data center news, Ningxia prices continue to decline; Shaanxi region recently due to the contradiction between supply and demand and price competition led to a larger price reduction.

2024-08-02 16:39:35

According to the data center of China Cement Market, due to the low ex-factory prices in various regions, some regions began to resume pricing this week.

2024-08-02 16:30:32

The future demand for cement depends on the construction progress of new projects and continued projects. It is expected that cement demand will be difficult to improve in the future, and enterprises should reduce demand expectations in order to cope with the downward trend and develop rapidly.

2024-08-02 10:18:05

"There are two leading enterprises fighting in Guanzhong.".

2024-07-31 17:32:22

Demand is declining, supply is increasing, and the price of sand and gravel industry is adjusted in an all-round way.

2024-07-31 15:56:20

The industry must rationally face the current situation of insufficient demand.

2024-07-29 15:09:40

According to the China Cement Network Market Data Center, the Northeast region shut down the kiln again for 15 days in August, which played a supporting role in cement prices.

2024-07-26 17:06:09

According to the data center of China Cement Market, the intensity of peak staggering has been increased, and the price of cement in Yunnan-Guizhou region has been raised by 30-100 yuan/ton, and the implementation remains to be observed. Cement prices in some markets in Sichuan and Chongqing have dropped by 30-50 yuan/ton.

2024-07-26 16:56:03

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

In the first half of this year, due to the continuous decline in real estate investment, the slowdown in infrastructure investment and the impact of rainy weather, the downstream demand of the cement industry was insufficient, the contradiction between supply and demand intensified, and the sales volume and price of the company's products declined year on year, resulting in a decline in operating income and profits.

2024-07-11 14:22:17

Tapai Group issued a performance forecast for the first half of 2024. The net profit attributable to shareholders of the listed company during the reporting period was RMB218,586,600 to RMB242,874,000, representing a decrease of 55% to 50% as compared with the same period of last year.

2024-07-09 09:30:18

There is little hope that the demand for cement on the real estate side will recover, and infrastructure will remain the "biggest reliance" for cement demand for a long time to come. If the demand for cement at the infrastructure end can not play a supporting role, or even decline by a large margin, the cement supply side will drive the cement to rise.

2024-07-01 12:02:26

According to the data center of China Cement Network, the cost of cement production has risen, and the price of cement in Dali and Lijiang areas of Yunnan has risen again by 30 yuan/ton. The market demand in Sichuan and Chongqing is weak, and local cement prices have fallen.

2024-06-28 17:06:31

Following the increase of cement price by 50 yuan/ton at the end of May, leading enterprises in Dali and Lijiang areas of Yunnan continued to notify the increase of cement price by 50 yuan/ton from June 25.

2024-06-26 16:51:15

The contradiction between supply and demand intensifies, and the price prospect of natural sand is worrying.

2024-06-26 15:22:12

Wang Jianchao believes that there are objective and subjective reasons for the current predicament of the cement industry.

2024-06-26 10:23:37

It is estimated that the profit of the cement industry in the first half of the year will be about 3.5 billion yuan (about 16.5 billion yuan last year), down about 76% from the same period last year.

2024-06-18 14:30:41

According to China Cement Network Market Data Center, driven by factors such as kiln shutdown and the implementation of the new national standard, the price of cement in Guangxi Province has risen by 30 yuan/ton, and the implementation remains to be observed. The Guangdong market is tepid, and the quotation is temporarily stable. After the market of the two lakes rose, the implementation was not good.

2024-06-07 16:54:49

The serious decline in demand, coupled with the fierce market competition, the low opening and low going of cement prices, continued to bottom out, and the loss of the industry expanded. The loss of the industry in the first quarter exceeded that of 2016, and the pressure of enterprise operation was unprecedented.

2024-05-31 14:35:19

Cement Big Data Research Institute of China Cement Network has recently conducted online research on some sand and gravel enterprises.

2024-05-30 17:03:14

Traditional investment in infrastructure construction is difficult to support strong demand for cement.

2024-05-30 16:02:02

According to the incomplete statistics of China Cement Network, there are about 24 companies with aggregate business in A-share motherboard and Hong Kong listed companies, of which 16 listed companies disclose specific aggregate income..

2024-05-28 16:59:57

Taiwan's cement industry has experienced a complete life cycle from germination, growth, prosperity to recession. Study Taiwan cement industry from the development since demand drops period, have draw lessons from a meaning very much to market of current mainland cement.

2024-05-28 11:53:23

According to the market data of China Cement Net, the price of cement in Guizhou has bottomed out and rebounded. Around the 20th, enterprises in most parts of the province notified the price of cement to be raised by 20-50 yuan/ton, and the implementation remains to be observed.

2024-05-24 15:36:32

Affected by insufficient infrastructure support and the continuous downturn of real estate, the demand of cement industry continued to be weak throughout the year. In 2023, the national cement output was 2.023 billion tons, down 5% from the same period last year. Under the influence of the decline in demand, the contradiction of excess capacity was further intensified, the market competition was extremely fierce, the price of cement dropped significantly, the industry profit shrank sharply again, the annual profit dropped by more than 50%, the development of the cement industry entered an unprecedented difficult period, and many companies suffered heavy losses.

2024-05-23 14:01:48

How is the cement industry in Hubei? Faced with the current situation, what are the views of cement enterprises in the region?

2024-05-23 13:38:17

According to incomplete statistics, there are about 34 listed companies developing commercial mixing business in A-share motherboard, Hong Kong stock and Taiwan stock, of which 8 companies take commercial mixing as their main business.

2024-05-21 17:09:01

The reduction of new construction projects and the weakness of infrastructure have a direct impact on cement demand.

2024-05-21 09:52:34

In 2023, Shanshui Cement realized business income of 18.116 billion yuan, down 15.69% year on year, and the net profit attributable to shareholders of listed companies was-884 million yuan, down 217.02% year on year.

2024-05-14 09:59:23

Overall, the "battle intensity" between local enterprises in the southern Henan market will slow down significantly in 2024, but the overall situation is still grim due to the decline in demand and the impact of cement from other provinces.

2024-05-09 21:25:45

In 2023, Tianrui Cement realized an operating income of 7.889 billion yuan, a year-on-year decrease of 28.64%; the net profit attributable to shareholders of listed companies was -634 million yuan, a year-on-year decrease of 241.27%..

2024-05-07 16:04:50

The economic slowdown is another challenge facing the U.S. cement market in 2024.

2024-04-28 17:17:33

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

Recently, a number of cement listed companies have been surveyed by institutions and expressed their views and judgments on the market trend this year.

2024-04-18 11:15:12

From January to March 2024, the cement output was 10,000 tons 33684, a decrease of 11.8% over the same period last year, an increase of 10.2 percentage points over the previous value. According to the full-caliber calculation, the output of cement in January-March decreased by 16.3% year-on-year.

2024-04-16 15:55:59

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

2024-04-10 13:03:13

The person in charge of a core cement enterprise in eastern Guangdong predicts that the annual decline in cement sales in 2024 will be greater than that in the previous year.

2024-04-08 17:20:15

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.