8月累计涨幅最高达140元!多地水泥价格上涨 落实情况却令人担忧!

2022-08-28 14:03:02

天气情况有所好转,预计下周水泥价格将继续小幅上涨,局部或有所回落。

各地陆续推涨水泥价格,本周全国以涨为主,南方涨幅较为明显。其中西南受持续高温和限电的影响较大,供应偏紧,8月以来重庆主城区累计通知涨幅达140元/吨价格。

本周全国熟料价格指数(CLKPI)报收145.86点,本周孰料价格继续小幅上涨。

图1:水泥价格指数走势(点)

数据来源:水泥大数据(https://data.ccement.com/)

图2:熟料价格指数走势(点)

数据来源:水泥大数据(https://data.ccement.com/)

具体而言:

东北地区

辽宁近期原材料供应紧张,水泥生产成本上升,加之停窑执行较好,部分企业库存有所下滑;

22日起沈阳、辽阳等辽中地区一些主要厂家再次通知上调水泥价格50元/吨,部分已发布调涨通知,目前市场需求一般,落实待观察;

受辽宁带动,近日吉林、黑龙江也酝酿上调。

西北地区

疫情影响,8月以来陕西关中一些主要厂家连续通知上调水泥价格,累计涨幅80-100元/吨,主流落实幅度50-60元/吨。

不过,受疫情影响,企业出货量仅4-5成,榆林南部部分厂家近期实际成交价下滑20-30元/吨;

宁夏市场需求依旧不理想,企业出货疲软,部分市场成交价仍小幅下调10元/吨,近日个别企业发布调涨通知单,有意推涨水泥价格30元/吨,具体待观察;

周内甘肃、青海、新疆水泥报价暂稳。

华北地区

中旬以来京津冀主要厂家通知上调水泥价格30-55元/吨,目前仅个别企业小幅上调10元/吨。

此外,据悉25日起河北水泥熟料企业将错峰停窑20天,一些主要厂家或有意继续推涨,幅度商议中,具体待观察;

山西受雨水天气影响,市场需求一般,25日起一些水泥熟料生产线将停窑20天,部分厂家有意推涨,但也仅能起稳价作用;

内蒙古个别市场连续发布调涨通知,但实际成交价波动较小,周内报价趋稳。

华东地区

高温天气逐渐消退,需求有所回升,局部水泥价格通知上调10-30元/吨。

受限电影响,江苏一些企业生产受限,库存下滑,加之出货量有所上升,20-21日苏州、无锡、常州等地一些主要厂家通知上调水泥价格10-20元/吨,具体待观察;

上海近期需求较好,出货能达7-8成,供应略有收紧,加之周边带动,22日起一些主要厂家通知上调散装水泥价格10-25元/吨,其中高标以20-25元/吨为主;

21-22日浙江杭嘉湖及绍兴等地一些主要厂家继续通知上调高标水泥价格20元/吨,部分大厂仍观望。多地虽限电减产,但持续高温,终端需求仅正常水平6-7成,落实待观察;

据悉本周安徽多地水泥企业陆续恢复正常生产用电,但市场需求偏差,企业库存高位运行,近日环巢湖一些厂家实际成交价暗降10-20元/吨。沿江及皖北企业库存相对偏低,周内价格以稳为主;

福建8月初的推涨未能完全落实到位,主流落实幅度10-20元/吨,为防止价格回落,20日-24日一些主要厂家对全省再次通知上调水泥价格20元/吨,落实待观察;

据悉25日起山东水泥熟料生产线开始执行错峰停窑20天,企业调价意愿强烈,23日-25日起一些主要厂家陆续通知上调水泥价格20-30元/吨,但目前受雨水天气影响,施工进度缓慢,落实待观察;

江西受高温天气影响,一些企业出货仅常态4-5成,21日前后南昌、九江的厂家下调水泥价格10-40元/吨不等,其中南昌降幅在10-20元/吨,目前部分企业库存高位承压,整体行情偏弱运行。

中南地区

受限电、停窑等因素影响,近期湖北大部分企业窑磨双停,加之限电等因素影响,多数企业库存降至低位;

19日-22日起武汉、宜昌及鄂东部分地区厂家通知上调水泥价格30元/吨,加之本周气温有所降低,房地产以及民用工程逐渐恢复进行,销量可达常态七成以上,为推涨提供较强信心;

湖南大部分企业仍在错峰停窑,库存压力有所缓减,19日起常德、怀化等地水泥价格推涨20元/吨,目前基本落实到位;

广东受双台风影响,需求明显下滑,整体库存偏高运行。由于价格持续低位,部分企业亏损,近日惠州一些厂家有意上调水泥价格,具体待跟进;

广西天气略有好转,部分企业水泥销量恢复至常态7-8成,中旬南宁及周边企业的推涨未能完全执行到位。此外,广西今年新增产能较多,竞争或加剧;

25日起河南一些熟料生产线开始执行错峰停产20天,受此带动,19日和25日一些主要厂家两次通知上调水泥价格30元/吨,目前房地产市场及工地开工率依旧较差,市场报价混乱,落实待观望。

西南地区

受高温及持续限电影响,多地持续推涨。

重庆受极端高温干旱天气及持续限电影响,窑磨双停,库存降至低位,水泥供应收紧,企业涨价意愿强烈;

17日-18日主要厂家上调水泥价格40-60元/吨后,23日-25日起一些厂家对主城、渝西、渝东南部分市场继续上调水泥价格40-50元/吨,8月以来主城地区累计通知涨幅达140元/吨,目前需求较低迷,落实待观察;

四川受限电及窑磨双停等因素影响,大部分企业库存降至低位,水泥限量发货,

20日-24日起成德绵、乐雅眉、甘孜、广安、南充、遂宁等地大部分厂家继续通知上调水泥价格30-60元/吨,其中成都袋装已先行上调,本次仅上调散装水泥价格,目前下游客户提货积极性不高,落实待观察。

云南或受四川方向带动,22日-23日起昭通部分厂家通知上调水泥价格20元/吨,中旬以来累计通知涨幅50-70元/吨,落实20-30元/吨,其他市场本周报价暂稳,目前一些企业发货不足常态一半;

贵州错峰停窑执行力度较好,加之周边涨价带动,23日-25日起贵阳、安顺、毕节、黔西南州、铜仁等地一些厂家通知上调水泥价格10-20元/吨,目前部分企业库存高位,销量欠佳,执行待观察。

//  

后市预测:

天气情况有所好转,预计下周水泥价格将继续小幅上涨,局部或有所回落。

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

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

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

Since October, the price of cement in the eastern Guangdong market has been relatively stable and has not risen yet. At present, the 4600t/d production line of the local cement industry has been ignited recently, which is expected to have a certain impact on the eastern Guangdong market in the short term. However, the increase in the price of cement in the Pearl River Delta and Fujian can lay a certain foundation for the increase in the price of cement in the eastern Guangdong market.

2024-10-29 09:40:30

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 Network Market Data Center news, the implementation of cement prices in the Pearl River Delta region of Guangdong in the central and southern regions is general, while the Guangxi region is stable and declining. Eastern Hubei and other regions plan to push up the price of cement by 30 yuan/ton again. Driven by the price increase in eastern Hubei, individual market prices in Hunan have been notified to rise again.

2024-09-27 16:48:15

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

Domestic high temperature rain weather has not yet subsided, downstream construction activity is still low, the concrete market is relatively flat, and the market price is stable. From August 15 to August 21, the national concrete price index closed at 114.16 points, down 0.28% annually and 11.40% year-on-year.

2024-08-23 17:35:52

Affected by the environment in East China, demand has not improved, and prices in some areas have fallen this week.

2024-08-23 17:17:05

The concrete market in North China is facing the bottleneck of demand and shipment growth.

2024-08-23 15:13:42

Due to the rainy weather in Zhejiang, the market demand is general, and the shipment volume is about 6-7%. In order to promote sales, some manufacturers reduce the price of cement, and try to push up the price to enhance market confidence, but the actual implementation remains to be observed. The overall market demand in Jiangsu has not improved significantly, with shipments hovering at 4-6% of normal production capacity. Manufacturers in southern Jiangsu have reduced prices for promotion, while the markets in northern and central Jiangsu are expected to face a downward trend.

2024-08-16 16:37:36

Recently, some enterprises in northeast Chongqing have lowered the price of cement by 30 yuan/ton.

2024-08-13 17:00:54

According to China Cement Network Market Data Center, the market demand in southwest Sichuan and Chongqing continued to be weak, cement prices in some regions fell by 10-20 yuan/ton, and Yunnan-Guizhou region was mixed. The market demand continued to be weak due to the high temperature off-season in Sichuan and Chongqing, and some enterprises in Sichuan lowered the cement price to increase the shipment volume, while the original plan to raise the price in Chengdu was not implemented. The demand for cement in Chongqing is declining and the price is stable. Rainy weather in Yunnan is frequent, market demand is low, and prices in some areas have fallen after pushing up. Cement prices in Guizhou are generally stable.

2024-08-09 17:19:44

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 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 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

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

In the past week, leading enterprises in Chengdu-Demian, Leyamei, Ganzi, Yibin, Nanchong, Suining, Guang'an and other regions have lowered cement prices by 10-30 yuan/ton.

2024-07-30 17:27:29

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

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

Recently, leading enterprises in Chongqing continue to reduce the price of cement in the main city by about 50 yuan/ton.

2024-07-26 14:45:06

17-18, some leading enterprises in Leshan, Ya'an and Meishan areas lowered the cement price by 10 yuan/ton

2024-07-23 16:43:39

In recent days, the leading enterprises in Chengdu-Deyang-Mianyang area have once again lowered the price of bulk cement by about 10-20 yuan/ton.

2024-07-22 13:57:20

Some regions in China are affected by high temperature and rain weather, coupled with insufficient new projects, the price of concrete is weakening. From July 11th to July 17th, the national concrete price index closed at 116.73 points, down 0.47% from the previous month.

2024-07-19 17:35:12

According to China Cement Market Data Center, cement prices in Sichuan, Chongqing and parts of Yunnan fell by 20-50 yuan/ton this week, and Guizhou continued to push up by 60 yuan/ton. Whether it can be implemented remains to be seen.

2024-07-19 17:19:24

According to China Cement Market Data Center, the actual turnover of cement in Guangdong and Guangxi local markets fell slightly by 10-20 yuan/ton this week, but the overall quotation of large factories stabilized. Cement prices in many places in the two lakes have fallen back to the level before the rise.

2024-07-19 17:14:59

Recently, some leading enterprises in western Chongqing have lowered the price of cement by about 50 yuan/ton.

2024-07-19 14:33:15

Recently, some leading enterprises have lowered the price of cement by 50 yuan/ton in the main urban area.

2024-07-17 17:18:04

According to the China Cement Network Market Data Center, the overall market demand and sales in southwest China are weak due to the off-season market and the impact of rainy weather. The price of cement in some markets of Sichuan, Chongqing and Yunnan has been loosened and declined, ranging from 20-50 yuan/ton.

2024-07-12 17:26:00

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

Around the 8th, some leading enterprises in Leshan, Ya'an, Meishan and other areas lowered the price of cement by 20-30 yuan/ton.

2024-07-10 14:24:39

Rainwater in the south has decreased recently, but the growth rate of downstream construction demand is limited, and the price of concrete is mainly stable. From June 27th to July 3rd, the national concrete price index closed at 117.92 points, and the ring ratio remained stable.

2024-07-05 17:34:54

According to the data center of China Cement Market, the price of cement in Guangdong and Guangxi markets has been stable after rising in the week. At present, the overall price of the two lakes region is mainly stable, and there is a decline in some areas.

2024-07-05 17:16:30

The terminal market demand is bleak, and the concrete price is weak and stable.

2024-07-05 16:46:41

Cement prices in the Pearl River Delta region of Guangdong rose by 20-30 yuan/ton in the second round of the month, and Guangxi may also have price expectations, according to the China Cement Market Data Center. Affected by the continuous rain weather in the two lakes area, sales in some areas stagnated.

2024-06-28 17:04:10

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.

2024-06-28 15:27:41

According to China Cement Network Market Data Center, after entering the Meiyu season, with the continuous rainfall causing many construction sites to be blocked, the demand for cement has decreased significantly, the market has entered a downturn, and cement prices in many places have fallen this week.

2024-06-21 15:20:15

According to the China Cement Network Market Data Center, this week, the second round of cement prices in Guangxi began to rise by 30-40 yuan/ton in a month, while cement prices in Guangdong were mixed.

2024-06-14 19:47:39

Demand is in the off-season, and the price of concrete is weak and stable.

2024-06-14 15:20:19

Raw materials pushed up, but the market demand was not good, and the price of concrete was mixed.

2024-06-07 14:30:17

Demand is poor, concrete prices are stable and falling..

2024-06-07 14:16:56

Recently, domestic demand is still relatively flat, the cost pressure of mixing stations is increasing, and the Northeast continues to rise. As of June 7, the national concrete price index closed at 118.42 points, down 0.11% annually and 13.07% year-on-year.

2024-06-07 00:41:49

Recently, there is still too much rain in some regions of China, and the demand for concrete market is running at a low level, but the overall price decline has narrowed due to the impact of cost support. From May 27 to May 31, the national concrete price index closed at 118.55 points, down 0.31% annually and 13.61% year-on-year.

2024-05-31 17:14:10

The overall demand is flat, and the price of concrete is weak and stable.

2024-05-31 14:00:33

According to the data center of China Cement Market, the overall demand for cement in East China has been bleak in recent years, and cement prices in many places have been lowered to varying degrees.

2024-05-17 17:31:09

The price of concrete in North China declined slightly.