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 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

Anti-involution is not only a countermeasure to the current predicament, but also the only way for the long-term development of the cement industry. It means that the industry should withdraw from the quagmire of disorderly competition and move towards an orderly, healthy and sustainable development path. Cement enterprises are required to strengthen industry self-discipline, advocate the concept of fair competition and win-win cooperation, actively respond, maintain strategic strength and firm confidence in development.

2024-09-29 11:06:16

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

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2024-08-09 10:05:39

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2024-08-07 14:09:46

"There are two leading enterprises fighting in Guanzhong.".

2024-07-31 17:32:22

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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

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2024-07-12 17:23:24

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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

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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

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2024-05-11 09:30:03

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2024-05-09 13:05:55

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2024-04-19 14:23:03

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2024-04-11 14:04:43

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2024-04-10 13:03:13

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2024-04-07 16:00:37

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

2024-04-07 09:17:51

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2024-04-07 09:10:29

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2024-04-03 13:58:22

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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

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2024-03-26 09:11:22

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2024-03-21 17:31:55

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2024-03-21 09:49:49

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2024-03-14 15:24:06

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2024-03-14 14:53:31

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2024-03-13 09:11:34

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2024-03-13 09:10:04

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2024-03-12 09:17:17

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2024-03-11 16:07:55

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2024-03-08 16:19:14

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2024-03-07 13:20:30

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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

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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

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