分享汇 •郑建辉:稳增长不失信心——2022年一季度建材行业运行分析与后市展望

2022-05-15 16:43:22

那么全国建材行业后市情况如何呢?中国水泥网·水泥大数据研究院郑建辉表示,稳增长不失信心!

2022年一季度,建材工业增加值失速,同比仅增1.4%。为2001年以来至今仅次于2020年的最低增速。

建材需求大幅萎缩,主要土建建材:水泥需求萎缩12%;商品混凝土需求萎缩7%;机制砂石销量下滑10%。与建筑陶瓷、建筑石材需求密切相关的房地产数据也不甚理想。基础设施投资虽然有所增长,带动需求增长尚不明显。

建材价格总体同比上升明显,不同品种呈现差异,但经营成本进一步上升,毛利率下降至近五年低位。当前建材行业亏损面超过30%,逼近2020年疫情大爆发期间水平。

那么全国建材行业后市情况如何呢?中国水泥网·水泥大数据研究院郑建辉表示,稳增长不失信心!他尤其看好三、四季度建材工业经济增速的回升。

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那么全国建材行业后市情况如何呢?中国水泥网·水泥大数据研究院郑建辉表示,稳增长不失信心!

2022-05-15 16:43:22

According to the forecast of the meteorological and hydrological department, the natural inflow of Xijiang and Beijiang rivers in the Pearl River Basin this winter and next spring is 10 to 30% less than that in normal years. Xijiang River is the core route for the export of gravel, cement, machine-made sand, stone powder and other materials from Guangxi to Guangdong. Taking the core Changzhou Lock on the Xijiang River as an example, in 2023, there were 61889 ships passing through the lock, and the cargo volume passing through the lock was 6800 tons 14203, with a year-on-year increase of 2.05% and 13.71% respectively. The main types of cargo were gravel, cement and stone powder, accounting for 40%, 15% and 12% of the cargo volume passing through the lock.