明确价格合理区间 河北进一步完善煤炭市场价格形成机制

2022-05-03 12:57:15

明确煤炭价格合理区间,综合市场化、法制化手段,健全价格调控机制,引导煤炭价格在合理区间运行,促进煤电价格通过市场化方式有效传导。

日前,河北省发展改革委印发《关于进一步完善煤炭市场价格形成机制的实施意见》,并成立河北省煤炭价格形成机制改革工作专班。实施意见提出,在坚持煤炭价格由市场形成的基础上,明确煤炭价格合理区间,综合市场化、法制化手段,健全价格调控机制,引导煤炭价格在合理区间运行,促进煤电价格通过市场化方式有效传导,实现有效市场和有为政府的更好结合,发挥煤炭作为基础能源的兜底保障作用,推动煤、电上下游协调高质量发展,保障能源安全稳定供应。实施意见自今年5月1日起执行。

明确煤炭价格合理区间。煤炭价格由市场形成。国家发展改革委明确,近期秦皇岛港下水煤(5500千卡)中长期交易价格合理区间为每吨570至770元(含税);山西煤炭(5500千卡)出矿环节中长期交易价格合理区间为每吨370至570元(含税)。按照自产煤炭与外调煤炭到燃煤电厂价格相近的原则,河北省煤炭(5500千卡)出矿环节中长期交易价格区间确定为每吨480至680元(含税)较为合理。省发展改革委根据煤炭生产成本和市场形势变化,适时对合理区间进行调整完善。煤炭生产、流通、消费保持基本平稳,煤、电上下游产业实现协同发展。

完善煤电价格市场化传导机制。当煤炭中长期交易价格在合理区间内运行时,燃煤发电企业可在电力中长期交易中通过市场化方式充分传导燃料成本变化,即在基准价(河北南网0.3644元/千瓦时、冀北电网0.372元/千瓦时)基础上,上下浮动20%区间内形成合理电价。鼓励企业在电力中长期交易合同中合理设置上网电价与煤炭中长期交易价格挂钩的条款,有效实现煤电价格传导。

提升煤炭市场供需调节能力。进一步推进煤炭产供储销体系建设,保障煤炭产能合理充裕。在确保安全生产的前提下,实现煤炭稳产增产,确保产量稳定在合理水平。建立煤炭实物储备体系,进一步增加煤炭产能储备和实物储备规模,增强政府可调度储煤能力。完善储备调节机制,更好地发挥储备在价格调节中的作用,适时收储投放,促进市场供需动态平衡。完善煤炭中长期合同制度,煤炭、发电企业要做到“应签尽签”,努力实现中长期合同“全覆盖”,鼓励签订3年或更长期的中长期合同,实现利益共享、风险共担。进一步增强铁路煤炭运输能力,提升煤炭在全省范围内的配置效率。建立健全煤炭需求侧响应机制,完善应急工作预案,必要时要合理调节煤炭消费,保基本保民生。

强化煤炭市场预期管理。健全煤炭市场价格监测制度和生产流通成本调查制度,价格主管部门要按照国家发展改革委有关要求,会同有关部门和企业,做好河北省煤炭市场价格监测和煤炭成本调查工作,及时搜集生产、需求、库存等情况,准确掌握煤炭生产成本。煤炭价格异常波动时,开展临时成本调查,及时反映、发布煤炭市场和价格信息,引导市场预期,为开展煤炭价格调控、评估完善煤炭价格合理区间提供支撑。相关企业要切实做好数据的报送工作,确保真实性、准确性、时效性。建立工作应对机制,当煤炭价格超出合理区间时,按机制立即启动,充分运用提醒、约谈、成本调查、价格干预等法律法规规定的手段和措施,引导煤炭价格回归合理区间。

加强煤、电市场监管。加强煤炭中长期合同的签约履约监管。发展改革部门要定期调度,对于不履约、打折扣、耍花样等行为,要纳入行业信用监管,严肃处理。煤炭、电力企业要切实增强契约精神,兑现严格履约承诺,确保政策真正落地。规范政府行为,支持引导供需双方在合理区间内通过自主协商形成价格,严禁对合理区间内的煤、电价格进行不当的行政干预,严禁违规对高耗能企业给予电价优惠。规范市场行为,发展改革部门要积极配合金融监管部门密切关注投机资本的动向,加强期现货市场联动监管,坚决遏制资本过度投机和恶意炒作。


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Correlation

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

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

On the 9th, the leading cement enterprises in Shijiazhuang, Hebei, once again pushed up the price of cement by 50 yuan/ton.

2024-10-10 10:49:23

Leading cement enterprises in Shijiazhuang, Hebei, once again pushed up cement prices by 50 yuan/ton and clinker prices by 30 yuan/ton.

2024-09-03 16:23:19

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

Strict implementation of off-peak production is an important reason for the rise of local cement prices.

2024-06-18 09:51:24

According to the data center of China Cement Network, some areas in central and southern Hebei in North China have once again pushed up the price of cement by 30-50 yuan/ton and the price of clinker by 20 yuan/ton. The overall market demand is insufficient, and the implementation remains to be observed.

2024-06-14 17:45:01

Since the 13th, leading enterprises in Xing and Han areas have actively promoted the increase of cement prices by 30-50 yuan/ton.

2024-06-14 10:31:43

According to the market data of China Cement Net, the cement price in Beijing-Tianjin-Hebei region and Shanxi region has been raised by 30-50 yuan/ton, and the price implementation of demand weakening remains to be observed; the western region of Inner Mongolia has also been notified to raise the cement price by 20-50 yuan/ton, which has been implemented steadily and steadily.

2024-06-07 13:53:03

Generally speaking, the regional trend shows the characteristics of "rising in the north and falling in the south", and the national market shocks downward.

2024-05-13 11:37:00

On the 10th, leading manufacturers in Shijiazhuang, Cangzhou, north of Hengshui and other areas notified an increase in cement prices by 50 yuan/ton.

2024-05-10 11:33:13

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

In 2023, the company achieved an output value of 5.6 billion yuan and a profit of 400 million yuan, an increase of 5.6% and 3.1% respectively over the previous year.

2024-04-22 15:40:55

The downstream construction in the northern region is still general, the demand recovery is less than expected, and the cement price is weak and stable; the shipment in some parts of the southern region has improved, coupled with the long-term low price operation, the enterprise has a strong willingness to raise prices. Generally speaking, the recovery of demand is limited, but driven by the general rise in the Yangtze River Delta region, the national cement price has stopped falling and turned to rise.

2024-04-15 15:30:35

Looking forward to the second quarter, with the gradual stabilization of real estate and the accelerated issuance of special bonds, demand is expected to continue to release, but we should also be alert to the adverse factors such as insufficient funds, the arrival of rainy season and busy farming season, the amount of project start-up may be variable, the overall demand may still be less than the same period, and the space for cement price to rise under high inventory pressure. It is expected that the profit level may be at a low level in recent years.

2024-04-12 16:16:19

After some major enterprises in Shijiazhuang notified an increase of 30 yuan/ton in cement price, Langfang, Qinhuangdao and other places in Hebei notified an increase of 50 yuan/ton in cement price from March 12. What is the reason for this price increase? Can it be implemented?

2024-03-13 09:11:34

During the exchange, we learned that the price increase was mainly due to the recent impact of the shutdown of the environmental protection control production line.

2024-01-24 16:59:53

The price of cement in many places in Yunnan increased by 30 yuan/ton, and the price of cement in Zhejiang dropped by more than 6%; the forecast profit of Asia Cement (China) and China Resources Building Materials Technology decreased; the State Council approved large projects in 18 provinces; Conch Cement planned to co-ordinate coal procurement resources to reduce costs.

2024-01-22 14:26:33

The national cement price index (CEMPI) was 113.53 points at the beginning of December and closed at 113.37 points at the end of the month, up 0.21% from the previous month and down 19.96% from the previous year.

2024-01-03 14:34:56

2023年,受房地产持续调整等影响,水泥行业发展景气度继续下降。一季度下游复工情况尚佳,整体需求好于同期;二、三季度“旺季不旺、淡季更淡”,需求减弱明显,加之市场竞争激烈,水泥价格持续走低;四季度需求弱势恢复,水泥价格小幅上涨。总体来看,2023年水泥产量创下近13年新低,尽管煤价重心有所下移,但水泥价格降幅较深,行业利润大幅萎缩。展望2024年,我们认为地产对水泥需求拖累减弱,水泥产量或将小幅下降,产能过剩压力下水泥价格中枢下移,行业效益难言乐观。

2023-12-22 17:20:42

11月初全国水泥价格指数(CEMPI)为109.69点,月末报收113.13点,环比上涨3.16%,同比下跌25.74%。

2023-12-01 17:06:06

10月初全国水泥价格指数(CEMPI)为106.53点,月末报收109.66点,环比上涨2.88%,同比下跌28.91%。

2023-11-01 16:29:16

但总的来看,全国水泥价格继续反弹。

2023-10-30 09:42:25

据中国水泥网行情数据中心消息,陕西关中地区主要企业曾于12日通知上调水泥价格20元/吨,实际落实不佳。甘肃、宁夏地区市场需求变化不大,部分企业出货量在4成上下。

2023-10-27 17:47:58

据中国水泥网行情数据中心消息,周内四川多数地区企业通知上调水泥价格30-60元/吨,而周边云南方向部分市场水泥价格大幅下跌50元/吨左右。

2023-10-27 17:40:05

2023年前三季度,受房地产持续调整等影响,水泥需求疲软,行业低迷运行。一季度下游复工情况尚佳,整体需求好于同期,二、三季度“旺季不旺、淡季更淡”,需求减弱明显,加之市场竞争激烈,水泥价格持续走低。前三季度水泥产量创下近13年来新低,尽管煤价重心有所下移,但水泥行业利润仍出现大幅萎缩。展望四季度,我们认为水泥行业需求可能不及同期,由于需求弱势,加之企业库位较高,价格上涨阻力重重,均价或仍将下降。全年来看,水泥需求将面临较大下行压力,行业效益降幅仍大。

2023-10-24 17:06:00

本周五,全国水泥价格指数(CEMPI)报收106.18点,环比上涨0.15%,同比下跌30.71%……

2023-10-13 18:38:53

煤价推高拉动水泥价格上涨; 1.中材国际:前三季度新签合同额522.33亿元 同比增长58% 2.海螺水泥或加大力度布局湖南市场 3.熟料55元/吨!内蒙古一水泥企业资产即将拍卖 4. 红狮集团重大投资有新进展!

2023-10-13 13:46:06

据中国水泥网行情数据中心消息,9月底河北多地主要厂家尝试推涨水泥价格40-50元/吨,10月9日起河北石家庄、邯郸和邢台等地一些主要厂家再次推动上调水泥价格30元/吨左右。

2023-10-12 16:58:03

9月初全国水泥价格指数(CEMPI)为108.06点,月末报收106.59点,环比下跌2.23%,同比下跌29.9%。

2023-10-09 17:43:25

据中国水泥网行情数据消息,受煤炭等原材料价格上涨,水泥生产成本持续走高,24日前后京津冀地区如期推动上调水泥价格35-50元/吨左右,区域内主导企业通知涨幅基本以50元/吨为主。山西地区阴雨天气较多,市场需求一般,企业出货量不高。内蒙古部分地区施工进入赶工期,工程出货量有所上升,加之前期水泥价格下跌,区域内企业涨价意愿强烈。

2023-09-28 13:49:00

混凝土企业最新调研纪要;宜城南方7000t/d熟料生产线项目竣工;海螺水泥:减少毛利率相对较低的水泥熟料贸易业务

2023-09-26 13:32:04

据中国水泥网行情数据消息,近期京津冀地区企业执行错峰停窑,市场供应有所减少,加之煤炭等原材料价格上涨,水泥生产成本持续走高,企业调价意愿强烈。山西市场需求表现一般,本轮价格推涨执行情况有待观察。

2023-09-22 17:54:21

上半年,全国水泥产量9.53亿吨,全口径同比下降2.4%,产量创下2012年来新低。效益方面,受水泥价格跌幅较深和需求下滑影响,行业效益大幅萎缩,2023年全行业利润总额164.7亿元,同比下降59.8%。

2023-09-20 13:52:49

8月初全国水泥价格指数(CEMPI)为110.29点,月末报收109.02点,环比下跌1.33%,同比下跌25.2%。

2023-09-01 16:22:26

2023年上半年,受宏观经济下行和市场需求不足影响,水泥行业延续2022年以来低迷态势。一季度下游复工情况较好,整体需求好于同期,进入二季度后旺季不旺,需求减弱明显,加之市场竞争激烈,水泥价格跌跌不止。上半年,水泥产量创下2012年来新低,尽管煤价有所走低,但水泥行业利润仍出现大幅萎缩。展望2023年下半年,我们认为水泥行业需求相较于上半年会有一定程度好转,价格将会出现季节性反弹,由于需求恢复有限,企业库位较高,价格反弹力度或将有限。全年来看,水泥需求将面临下行压力,行业效益降幅仍大。

2023-08-02 09:43:33

据中国水泥网行情数据消息,海南地区市场需求略有好转,本周岛内主导企业通知上调水泥价格30元/吨,两广及两湖局部市场水泥价格继续小幅下调10-20元/吨。

2023-07-14 18:19:44

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

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

煤炭价格下降能降低公司的成本,但是难以全部弥补水泥价格下降对公司利润的影响。

2023-06-01 09:46:27

2022年全国水泥产量21.3亿吨,同比下降10.5%,需求不振下水泥价格高开低走,同时煤炭价格上涨导致水泥企业生产成本高企,行业利润惨遭“膝盖斩”,全年利润降幅近60%,水泥行业发展经历了较为困难的一年。

2023-05-26 09:33:35

在发布一季度业绩预告的36家上市煤炭企业中,安泰集团、云煤能源、ST大洲预告亏损。其中,安泰集团预计一季度归属于上市公司股东的净利润亏损1.23亿元,同比下降341.12%,降幅最大。

2023-05-25 11:22:40

近日,多地水泥产业协会纷纷表示,落实错峰生产,坚持水泥错峰生产常态化。

2023-05-09 09:18:22

4月初全国水泥价格指数(CEMPI)为141.27点,月末报收135.73点,环比下跌4.01%,同比下跌19.25%。

2023-05-04 17:45:47

2023年春节较早,同时疫情因素消退,下游复工情况较好,众多重大项目开工建设,一季度整体需求好于同期,水泥产量增加,价格出现一定幅度反弹,但由于本期水泥价格较低,加之煤炭降幅有限,成本仍在高位,预计水泥行业利润同比出现大幅萎缩。展望二季度,随着基建项目的持续发力、地产逐步探底企稳,二季度需求有望继续释放,但也应该警惕随着雨季及农忙时节的到来,需求好转程度存在变数,同时新投产线压力下水泥价格上涨空间受到压制,预计效益虽有好转但绝对利润水平可能仍较低。

2023-04-28 15:54:25

2022年,冀东水泥实现营业收入345.44亿元,同比下降4.94%,归属于上市公司股东净利润13.58亿元,同比下降51.69%。

2023-04-25 15:52:22

4月19日,河北省发布工业领域碳达峰实施方案。

2023-04-20 11:55:24

3月初全国水泥价格指数(CEMPI)为137.80点,月末报收141.40点,环比上涨2.75%;由于同期绝对价格较高,本期水泥价格同比下跌18.18%。

2023-04-04 17:05:47

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