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

According to the report, in the second half of 2024, the external environment is still complex and severe, and the operation and development still face many risks and challenges. From the perspective of the industry, in the second half of the year, the marginal demand for cement improved, the supply compression continued to increase, and the contradiction between supply and demand in the industry was prominent. From the company's point of view, strategic opportunities and risks coexist, uncertainties increase, the complexity and severity of the business situation, the heavy and arduous tasks continue to intensify.

2024-08-27 11:20:44

In the short term, rigid peak staggering is the only way out for the cement industry. We must accurately stagger the peak and stop at the same time. If it is difficult to start at the same time, we should stop at the same time first. In the long run, further improving the concentration is an effective way to reduce production capacity in the cement industry.

2024-08-23 13:13:52

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

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

For an industry, it is very important to maintain a reasonable profit level. Reasonable profit is not only an important basis for the survival and development of enterprises, but also a source of power to promote technological innovation and high-quality development of the industry. The current "involution" competition in the cement industry is more like a farce of "one loss, all losses". When the farce will end depends on the actions and efforts of all cement enterprises. The first is to strengthen industry self-discipline, the second is to advocate rational competition, the third is to promote industry integration, and the fourth is to guide and supervise the government.

2024-08-09 10:05:39

In August, the market outlook was weak, inventory pressure increased, demand was low..

2024-08-07 14:09:46

"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

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

According to the data center of China Cement Market, the price of cement in Guangdong and Guangxi markets has been stable this week, and the price in Hainan has fallen sharply. Prices in Hubei are mainly stable, while prices in Changsha-Zhuzhou-Xiangtan are falling.

2024-07-12 17:23:24

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

Improve the position and look at the steady growth with the interests of the whole industry as the most important.

2024-06-26 15:44:51

What is the driving force for the development of the next curve of the cement industry? Through the transformation and development of new quality productivity, the second curve of cement industry will be created to achieve a new leap forward in economic and social benefits.

2024-06-19 09:24:26

Looking forward to June, many regions will increase the intensity of kiln shutdown in the off-season. It is expected that the supply will shrink, the inventory will decline, and the cement price will fluctuate slightly.

2024-06-05 15:52:55

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

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2024-05-14 10:06:01

From the perspective of policy purpose, peak staggering production and capacity replacement are indeed two important strategies for the supply-side structural reform of the cement industry, but why is it that after several years of development, the overcapacity of the cement industry has become more and more serious, and the effect of the supply-side structural reform of the cement industry has gradually disappeared?

2024-05-11 09:30:03

Enterprises are under great pressure to operate and actively raise the price of cement, but the foundation of price increase is not stable.

2024-05-09 13:05:55

In short, production lines with clinker overproduction of 10% or more are major changes in scale and need to re-submit EIA documents for approval! These overproduction production lines should ask themselves whether their overproduction behavior is illegal?

2024-04-19 14:23:03

Several years later, the capacity was effectively removed through market shuffling, and the capacity utilization rate of the cement industry returned reasonably. Perhaps it is the golden sentence of the cement industry, the world cement looks at China, China cement looks at conch!

2024-04-11 14:04:43

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

2024-04-10 13:03:13

The key to determine the efficiency of the industry is the supply structure and enterprise behavior.

2024-04-07 16:00:37

The profit situation of the cement industry may improve in March.

2024-04-07 09:17:51

The above-mentioned people pointed out that the current local clinker operation rate is about 55%, and now the most urgent task is to reduce production capacity and limit production capacity from the supply side.

2024-04-07 09:10:29

Tao Congxi mainly analyzed the current situation of carbon emission in cement industry, the technical path of carbon emission reduction at home and abroad, the "3C" carbon neutralization technology in cement industry, and the "3C" carbon neutralization practice cases in cement industry.

2024-04-03 13:58:22

At present, the cement industry is facing serious internal and external troubles, which can be said to be "the autumn of life and death".

2024-04-02 17:13:02

On March 29, the "2024 13th China Cement Industry Summit Main Forum and TOP100 Award Ceremony" was held grandly.

2024-03-29 18:00:30

On March 28, the 13th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held grandly.

2024-03-28 18:30:58

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2024-03-28 16:22:09

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2024-03-26 14:06:11

The board of directors of Qingsong Jianhua in 2023 showed that the company's operating income increased by 20.01% year on year, but its operating cost increased by 22.92%, resulting in a 2.2 percentage point decrease in gross interest rate. Nevertheless, the net profit attributable to shareholders of listed companies increased by 11.53%, and the net profit after deducting non-recurring gains and losses increased by 65.10%. Especially in the cement sector, despite the overcapacity of cement in Xinjiang, the company achieved 35.51% growth in cement sales and 23.75% growth in sales revenue through regional policies and investment recovery, while the gross profit margin remained almost unchanged, only decreased by 0.04 percentage points, reflecting that the company effectively controlled costs in the case of rising raw material and fuel prices.

2024-03-26 09:11:22

Although the current "Belt and Road" countries still have a large market demand, they should also be alert to the hidden risks and challenges. Cement enterprises should not only learn to recognize gold, but also guard against dangerous reefs on the seabed.

2024-03-21 17:31:55

Although the contraction of the scale and development speed of the real estate market has brought severe challenges to the cement industry, the potential in the fields of urban village reconstruction, affordable housing construction and infrastructure construction has provided new development space for the cement industry.

2024-03-21 09:49:49

Western Cement expects that the price of Shaanxi cement will remain stable in 2024.

2024-03-19 14:45:45

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2024-03-15 13:35:23

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2024-03-14 15:24:06

Special cement is the advantage of Yufeng Group.

2024-03-14 14:53:31

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

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2024-03-13 09:10:04

A person in the industry said frankly, now who will spend money to buy capacity indicators to build lines ah, in the current situation, capacity indicators can sell 40 yuan/ton is good.

2024-03-12 09:17:17

Zhang Xiaohua emphasized that although it is difficult to promote peak-staggering production and its effectiveness is weakened, it is still an effective way for the cement industry to adjust the supply-demand relationship and achieve win-win situation for large and small enterprises in the short term.

2024-03-11 16:07:55

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2024-03-08 16:19:14

The two carriages of real estate and infrastructure construction work together to drive the demand for cement to pick up.

2024-03-07 13:20:30

Chengdu China Railway Southwest International Logistics Co., Ltd. listed and transferred 8.1953% equity of Sichuan Tianying Cement Co., Ltd. with a transfer base price of 2.37771 million yuan.

2024-03-07 09:53:36

Yunnan Construction Engineering Yunling Cement Co., Ltd. sold 1167 t/d cement clinker production index by listing. According to the disclosure, the transfer base price is 25.2 million yuan.

2024-03-07 09:24:47

China Building Materials Group is the only central enterprise in the field of building materials in China, and is also the leader of the central enterprise in scientific and technological innovation and the construction of a modern industrial system. How will it develop new quality productivity?

2024-03-06 21:48:14

The author believes that in the short term, the cement industry is still indispensable to the "bloody" "real gun combat", but after the "actual combat" industry, who can be called a winner?

2024-03-06 15:32:49

Generally speaking, the main reason for the decline in volume and price in Fujian Province in 2023 is the sharp contradiction between supply and demand.

2024-03-06 15:16:32

Aggregate business is a temporary "life-saving straw" for the cement industry, not a long-term solution.

2024-03-06 09:27:02

The building materials market in 2024 is organic in danger and can turn around in danger.

2024-03-05 15:33:50

据中国水泥网行情数据中心消息,中南地区广东珠三角市场水泥价格计划止跌回涨,广西个别市场价格出现第二轮下滑。中秋节期间,两湖地区涨价范围已陆续扩展至全省,推涨幅度30元/吨左右。自10日起,河南地区一些主要厂家推动上调水泥价格30元/吨,然而实际落实情况不太理想,部分企业并未执行到位,报价依旧保持在涨前水平。