重庆:长期需求有保障 “理解”将是行业稳定发展的关键

2022-01-14 13:55:16

2021年,重庆水泥市场不尽人意,在上半年一直“波澜不惊”,长时间处于低位运行状态。

2021年,重庆水泥市场表现并不尽如人意。

与浙江、广东、江苏等省份水泥价格行情存在明显的双驼峰走势不同,重庆水泥价格在上半年一直“波澜不惊”,长时间处于低位运行状态。直到去年8月中下旬,在全国范围内因“能耗双控”、限产限电,水泥价格暴涨之后,重庆水泥价格才真正开启上升通道。

中国水泥网行情数据中心数据显示,去年上半年重庆水泥价格长时间维持在420元/吨左右,8月中下旬开始,经历了大半年的不温不火之后,重庆水泥价格快速攀升,到11月中旬,3个月时间内从400元/吨左右上涨至700元/吨左右,累计涨幅300元/吨。随后,重庆水泥价格又经历了急速的下滑,截至目前已经一路回落接近200元/吨。

 

毫无疑问,2021年的重庆水泥市场经历了一个“平淡无奇”的上半年和一个“波澜壮阔”的下半年,那么2022年重庆水泥市场又将走向何方?对此,当地行业人士表示,“明年上半年态势可能不太好,三季度末,大概9月份的时候市场可能才会真正起来”。

与国内不少地区一样,房地产市场下行是导致重庆水泥市场态势下滑的重要原因。最新统计数据显示,1-11月,重庆完成房地产开发投资3957.58亿元,同比下降0.4%,两年平均下降1.0%。

在关键的住宅投资方面,去年1-11月重庆住宅施工面积17575.10万平方米,同比下降1.6%。房屋新开工面积4526.79万平方米,同比下降13.6%。其中,住宅新开工面积3007.50万平方米,下降17.3%。

当地水泥行业人士表示,房地产发展态势短期内不会出现大的变化,由此将为水泥需求带来不利影响。

值得一提的是,去年10月《成渝地区双城经济圈建设规划纲要》正式发布,作为实施长江经济带和一带一路战略的重要组成部分,同时也是与京津冀城市群、长三角城市群和粤港澳城市群并列的四大城市群中,唯一一个地处西部内陆地区的城市群,成渝双城经济圈被认为是未来西部地区经济增长的巨大引擎。

不过上述业内人士则指出,与房地产对水泥需求立竿见影的拉动不同,基建的拉动作用是“线性”的,可以持续较长时间,但难以为水泥需求带来爆发式增长。在基建的“托底”作用下,水泥需求会有一定的支撑,但难以改变市场需求端的压力。

重庆作为西部内陆省份,基础设施建设还不够完善,很多地方尚未通高铁,因此该人士认为,在成渝双城经济圈带动下,重庆水泥需求不会出现巨幅的下滑,不过未来价格走向,还是要看房地产行业发展趋势。

 

面对压力,上述业内人士认为,“信心”将在其中发挥重要的作用。

“市场目前处在微妙的平衡中,如果没有坚持下去的信心,行业发展态势将很难维持,因此,企业要多理解行业,多相互理解,不要在乎市场份额的一点一滴得失,适当收缩市场是为了行业更好。”

另外,坊间有消息传闻,重庆将在现有基础上适度增加错峰生产天数,此举无疑对于稳定当地水泥市场发挥积极作用。

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Correlation

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2024-07-08 16:16:39

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2024-06-26 15:44:51

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2024-06-05 15:52:55

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2024-03-29 18:00:30

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2024-03-13 09:10:04

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2024-03-07 13:20:30

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2024-03-07 09:53:36

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