即日起!三省水泥企业停产!近3亿吨产能受限

2022-08-26 09:08:54

受停窑、成本上升等带动,三省水泥价格均有不同程度上调。

据了解,近日,河南、河北、山东三省水泥企业于8月25日起开展错峰生产,停窑时间为20天。据中国水泥网数据显示,三省熟料产能近3亿吨。此外受停窑、成本上升等带动,三省水泥价格均有不同程度上调。业内人士预计,随着旺季即将到来,水泥价格也将迎来进一步上涨。

河南

据河南当地企业表示,8月25日起,全省将开启为期20天的错峰停窑,受此影响市场供需态势将有所好转。市场方面,19日起河南一些主要厂家通知对42.5级水泥上调30元/吨后,25日河南多地部分水泥企业继续通知水泥价格上涨30元/吨。

据目前市场形势来看,房地产市场及工地开工率依旧较差,市场需求低迷,企业库存普遍高位,价格连续推涨落实情况有待观望。

山东

据市场反馈,山东地区水泥熟料生产线企业于25日起自主错峰停窑20天。受停窑带动,加之企业调价意愿强烈,23日-25日起省内一些主要厂家陆续开始通知上调水泥价格20-30元/吨左右。

据目前市场形势来看,间接性雨水天气影响,工地施工进度缓慢,终端市场需求依旧偏弱,本轮价格推涨能否落实有待继续观察。

河北

河北全省水泥熟料企业自2022年8月25日至9月13日,错峰停窑20天。近日,中国水泥网调研河北市场了解到,受夏季错峰、原材料涨价等因素影响,唐山、邯郸、邢台等多地水泥企业均有意上调水泥价格。唐山一些主要厂家已经于15日上调水泥价格30-55元/吨。

而就调价的原因来看,主要集中在成本端和供给端。如多家企业在涨价函中坦言,因原材料价格不断上涨。就供给端而言,受错峰生产等因素助推,企业库存有所降低,市场供需状态有所好转。

虽然需求端还没有发生根本性好转,但是近期已有边际走好的迹象,这些因素综合到一起,使得多地区水泥价格开始出现上涨。

天风证券表示,水泥行业在经历了上半年的需求下滑、成本上升的双重压力之后,有望在今年下半年得到缓解。考虑到高温天气已经逐步进入尾声,预计从8月下旬开始,水泥市场的需求会有所提升。考虑到水泥企业依然要错峰生产,因此市场的供需关系也将有所好转,有望令水泥价格出现恢复性调涨。

业内人士也表示,随着旺季到来,下游施工好转,在传统基建力度加持下,下半年水泥需求有望恢复,水泥价格将进一步上涨。

能耗双控、限电限产、煤价飙升,电价改革上浮不受限,水泥企业成本大增……进入2022年后,对于水泥行业的挑战依然严峻,企业如何节能降耗,提升综合竞争力更加急迫。

2022年9月1-2日,中国水泥网将在安徽芜湖海螺国际大酒店举办以“节能降碳 创新增效 绿色升级”为主题的“第九届中国水泥节能环保技术交流大会暨水泥‘双碳’大会”。会后将组织参观芜湖海螺水泥有限公司国家重点研发智能工厂项目。

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Correlation

With the support of special debt, the local capital situation has been improving and the downstream construction has been accelerated. In addition, the self-discipline awareness of enterprises has been strengthened, the intensity of peak staggering and production restriction has been strengthened, and the national cement prices continued to rise in October due to the favorable macro and real estate policies.

2024-11-07 15:05:51

According to China Cement Market Data Center News, in the central and southern regions, this week, Guangdong Pearl River Delta and Hainan regions continue to push up the cement price by 30-60 yuan/ton, and the implementation will wait and see; Guangxi region is planning to push up the cement price by 30-50 yuan/ton. After the two lakes region experienced many times of pushing up, the price was temporarily stable this week.

2024-11-01 17:35:36

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

The incorporation of the cement industry into the national carbon market will have a significant impact on cement enterprises in terms of production and operation, data control, transaction costs, energy saving and carbon reduction investment. With the carbon quota from basic satisfaction to tight reduction, it will effectively promote production reduction, thereby affecting competitiveness and supply and demand pattern.

2024-11-01 09:52:46

Looking forward to the fourth quarter, we believe that the demand for cement will continue to weaken, but under the background of the rising voice of "anti-involution" and the increasing awareness of self-help in the industry, enterprises will intensify their efforts to limit production, cement prices are expected to rise, and industry benefits will continue to be restored. Throughout the year, cement demand will face greater downward pressure, and the industry's profit decline is still large.

2024-10-30 17:15:19

Recently, the construction in the south is relatively active, the local market demand is warming up, coupled with the increasing pressure on the cost side, the market price trend is stable and small. From October 17 to October 23, the national concrete price index closed at 112.14 points, down 0.02% annually and 10.65% year-on-year.

2024-10-25 17:29:24

According to the China Cement Network Market Data Center, the Pearl River Delta in central and southern Guangdong is planning to continue to push up cement prices by 30-50 yuan/ton around the end of the month, and the Guangxi region is temporarily stable. Cement prices in Hunan and Hubei continued to rise by 30-50 yuan/ton.

2024-10-25 17:23:23

With the improvement of weather conditions, the domestic market demand has improved as a whole in the near future, but it is still difficult to reach the peak season level in previous years. Concrete enterprises mainly ship at stable prices, and there are still some downward adjustments. From October 10 to October 16, the national concrete price index closed at 112.16 points, down 0.59% annually and 10.64% year-on-year.

2024-10-18 17:28:46

According to the China Cement Market Data Center, the price of cement in Lanzhou-Baiyin area of Gansu Province has risen by 10 yuan/ton; the prices in Qinghai, Ningxia, Xinjiang and Shaanxi are stable. Affected by the big drop in temperature, rain and snow before the festival, the market demand in Qinghai has declined significantly. As the weather cleared up, cement sales in the region rebounded, and the market showed signs of warming up.

2024-10-12 17:29:56

According to China Cement Market Data Center, cement prices in central and southern Guangdong, western Guangdong and the Pearl River Delta region will be raised by 20-30 yuan/ton this week, and cement prices in Guangxi will also be raised. The Hubei region continued to push up 30-50 yuan/ton, the overall market in Hunan was stable and small, and the Yueyang region was notified to rise.

2024-10-12 17:23:19

The price of raw materials is pushed up, and the price of concrete in southwest China is mainly stable temporarily.

2024-10-12 15:13:04

Limited improvement in demand in October, coupled with excessive price increases in some areas around the National Day, it is difficult to maintain the follow-up, and it is expected that cement prices will show a slightly stronger trend in October.

2024-10-12 09:57:40

In September, real estate investment continued to decline, infrastructure funds in place were insufficient, and some areas were greatly affected by typhoons and heavy rainfall, terminal demand was still relatively low, Jinjiu market expectations failed, but at the end of the month, affected by peak staggering and production reduction, the Yangtze River Delta region sharply pushed up cement and clinker prices, and the national cement prices rose. In October, on the supply side, it is expected that the supply side will be relatively stable, the terminal demand will continue to improve, and the overall cement price in October will show a strong trend of volatility.

2024-10-11 15:31:54

Demand declined, the contradiction between supply and demand intensified, and the domestic cement market as a whole was depressed in the first half of the year. However, from a regional perspective, the price situation in the northern region is relatively good, especially in Xinjiang, the three eastern provinces, eastern Mongolia and Hebei, where cement prices are at a relatively high level. Taking Hebei as an example, the big data of China Cement Network show that the overall cement market in Hebei has shown a steady upward trend since this year, and the development trend of the industry is relatively stable. Local cement enterprises said that at present, the bulk ex-factory price of Hebei P.O42.5 cement is basically maintained at 310-330 yuan/ton. "Although it can not be compared with the peak period, in the current industry environment, it has been

2024-09-27 17:30:26

The price of raw material cement in many places in southwest China continues to rise, or will affect the price of concrete..

2024-09-27 15:42:03

In September, on the supply side, the current storage level is relatively high, enterprises in many places continue to carry out self-discipline self-help activities, continue to carry out off-peak shutdown, and it is expected that the pressure on the supply side is relatively small; on the demand side, the high temperature weather gradually exits, coupled with the acceleration of the issuance of special bond funds, downstream construction activities will be strengthened, and it is expected that the terminal demand will usher in a turning point; in summary, the supply-demand relationship may improve in September. In addition, after two months of decline in cement prices in July-August, the market has a strong willingness to raise prices, and it is expected that cement prices will show a strong trend of volatility in September.

2024-09-10 13:14:43

Since June 6, the leading enterprises in the region have again notified an increase in cement prices by 20 yuan/ton, and the implementation remains to be observed.

2024-09-06 09:28:19

Relevant data show that the industry lost about 1.2 billion yuan in the first half of the year, with sales falling by 11%. Conch Cement: In the first half of the year, the Company achieved an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit of RMB3.326 billion, representing a year-on-year decrease of 48.56%. Tapai Group: achieved operating income of RMB1.976 billion, representing a year-on-year decrease of 31.17%; net profit attributable to shareholders of the listed company was RMB226 million, representing a year-on-year decrease of 53.43%. It is expected that with the arrival of the traditional peak season of cement sales, the demand side will be better in the second half of the year than in the first half, and the price side is expected to continue to repair.

2024-08-30 10:06:24

According to the big data of China Cement Network, the price of cement in central Hebei has almost always been the highland of Hebei since this year, among which Baoding ranks first in Hebei. At the same time, the special terrain and the relatively high price make Jizhong become the coveted cement enterprises of the surrounding parties. Although there are six cement clinker enterprises in Baoding, which are mainly concentrated in three brands, it is difficult to control the price trend. Local cement enterprises in Tangshan have also said that Baoding and other Jizhong markets account for a large proportion of enterprise sales.

2024-08-29 16:09:34

Domestic construction conditions have not improved significantly, coupled with the small number of new key projects, the market demand is still relatively low, and the price of concrete has fallen more or risen less. From August 8 to August 14, the national concrete price index closed at 114.48 points, down 0.33% annually and 11.69% year-on-year.

2024-08-17 10:46:53

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

On the 10th, major enterprises in Chengde, Hebei notified an increase in cement prices by 30 yuan/ton.

2024-08-12 15:19:52

Since the 12th, many enterprises in Hunan have been notified to raise the price of cement by 50 yuan/ton.

2024-08-12 15:07:41

Due to the continuous high temperature weather in Jiangsu and Zhejiang, the demand of construction industry has weakened, resulting in a general decline in cement sales, and the price of cement in some areas has dropped by 20-35 yuan/ton, among which Yangzhou, Taizhou, Huaian, Nanjing, Zhenjiang and other places in Jiangsu have been greatly affected. Due to the high temperature weather in Anhui, the construction site slowed down, the demand was weak, and the cement price in Ma'anshan, Chuzhou, Hefei and other areas was reduced by 10-20 yuan/ton. Cement prices in Zaozhuang, Linyi, Jining, Tai'an and other places fell by 10-30 yuan/ton due to cloudy weather and the resumption of clinker production in Shandong.

2024-08-09 16:18:24

According to China Cement Net, Fujian Building Materials Industry Association issued the Notice on the Arrangement of Staggered Peak Work in August (hereinafter referred to as the Notice) on August 2, deciding that cement enterprises in Fujian Province should stagger peak for 16 days in August and need to do so on August 2.

2024-08-05 10:18:40

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

Looking forward to the second half of 2024, we believe that the demand for cement will improve compared with the first half of the year, and the price will continue to rebound. However, under the constraints of weak demand and serious overcapacity, the repair of cement price is limited. Throughout the year, cement demand will face

2024-08-01 09:19:52

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 China Cement Network Market Data Center news, Guangdong, Hubei individual market notice to raise cement prices by 30-50 yuan/ton, the implementation remains to be observed. Cement quotations in other areas are basically stable and small.

2024-07-26 16:42:59

Rainy weather restricts demand and concrete sales fluctuate

2024-07-26 15:38:44

In order to reduce inventory pressure, cement prices showed signs of a slight decline.

2024-07-26 15:37:00

From the perspective of various factors, the cement industry was flat in the first half of the year, and in the second half of the year, under the stimulation of the steady growth policy, the physical workload of the project landing was expected to increase.

2024-07-25 10:00:09

Since the 19th, some major manufacturers in Yongwentai area of Zhejiang have notified that the price of high-grade bulk cement will be raised by 30 yuan/ton, and the price of bagged and low-grade cement will be raised by 15 yuan/ton.

2024-07-23 14:44:02

According to the China Cement Network Market Data Center news, many off-peak production, in order to reduce inventory pressure, cement prices slightly declined signs.

2024-07-19 15:20:00

Recently, the domestic rain belt has moved northward, the market demand in most regions is still weak, and the price of concrete is stable and weak. From July 4th to July 10th, the national concrete price index closed at 117.28 points, down 0.54% from the previous month.

2024-07-12 17:29:18

Raw material prices are rising, and concrete prices are mainly stable..

2024-07-12 14:42:11

With frequent high temperature and rain weather, the building materials market has entered the off-season of traditional demand.

2024-07-08 16:16:39

Shandong Province issued the Action Plan for Upgrading the Building Materials Industry (2024-2026), which aims to promote the green, low-carbon and high-quality development of the building materials industry. The action plan focuses on the cement industry and puts forward the tasks of stable growth, structural adjustment, digital transformation, green manufacturing and safety improvement.

2024-07-01 17:05:09

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

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.