中国水泥网:停窑21天!水泥大省确定错峰计划!超亿吨产能受限

2022-05-19 11:05:01

据中国水泥网5月18日消息,河南省预计从5月21日起至6月10日停窑21天。

据中国水泥网5月18日消息,河南省预计从5月21日起至6月10日停窑21天。河南是我国传统水泥产能大省,据中国水泥网“2021年中国水泥熟料产能百强榜”显示,河南省共有水泥熟料设计产能9526.3万吨,实际产能1.15亿吨,产能规模位列全国前列。

就在日前,紧邻河南的河北省也发布了最新的错峰生产计划。根据中国水泥网消息,从2022年5月20日至6月20日,河北省水泥熟料企业将自律错峰停产10天。加上前段时间已经公布了错峰计划的山东、江西、福建、浙江、江苏、湖南、广东、贵州、云南、四川、陕西等省份,目前至少已经有13个省份出台新的错峰计划。

水泥行业密集出台错峰生产计划,与当前水泥行业面临的严峻市场形势有着密切关系。

今年以来,受房地产行业态势下行、疫情多点散发以及项目资金不足等各方面因素影响,水泥市场恢复严重不及预期。同时,煤炭价格高涨加上环保治理工作推进,水泥企业生产成本不断攀升,面对供需两端的巨大压力,不少水泥企业叫苦不迭。

河南某水泥企业表示,由于需求下滑,年初以来河南水泥市场行情持续低迷,即便不错峰生产,面对低迷的需求和高涨的成本,企业也不得不选择停窑。中国水泥网大数据则显示,从1月下旬以来,河南水泥库容比几乎呈现一路攀升态势。

目前时间已经来到5月中下旬,在传统意义上,水泥行业已经步入上半年旺季,但河南水泥市场丝毫找不到旺季的迹象,不仅价格上涨乏力,市场需求更是至今未能恢复正常。

市场低迷早有预判

事实上,河南水泥市场面临的压力,早在年初的时候,当地业内人士就已经明确指出。当地业内人士年初表示,“整体来看,2022年市场情况肯定比2021年还要差一点”,原因在于以下几个方面:

1、房地产行业形势欠佳。在“房住不炒”的整体基调下,当前房地产行业无疑已经整体步入寒冬。去年底,虽然央行通过降准增加了流动性,但是主要目的在于缓解债务问题以及保证房地产行业的平稳运行,对于房地产行业的刺激有限。

作为拉动水泥市场需求的核心因素之一,房地产形势的下滑直接导致水泥市场需求萎缩,加之基建落地需要时间,且资金问题同样突出,难以对冲房地产下行带来的不利影响,进一步增加2022年河南水泥行业下行风险。

2、资金匮乏影响较大。由于房地产形势不佳,销售不及预期,开发商面临较大的资金压力。部分开发商用房子抵货款,使得混凝土企业回款困难,不少商混企业和水泥经销商都面临着资金短缺问题。当地一大型经销商指出,河南当地搅拌站很多都存在严重的资金问题,很多企业可能活不过2022年。

3、疫情的不确定性仍然存在。当前,疫情虽然得到整体控制,但是存在零星散发的可能性,对水泥企业生产经营带来了极大的不确定性。

当地行业人士指出,从2021年延续至今的影响行业发展的不利因素仍然没有得到根本性的改变,预计2022年市场需求端大概率进一步收缩。

针对这一情况,上述业内人士指出,基于严重的产能过剩以及不理想的市场态势,行业要实现稳定发展,必须通过控制产量实现,并持续推进落后产能淘汰,化解产能过剩。

在市场需求下滑,生产成本上升双重压力下,通过减量的方式能否稳住市场颓势,进而为行业稳步发展提供一个良好环境呢?我们拭目以待。

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Correlation

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

The ultra-low emission transformation of cement industry should be carried out from the perspective of the whole process. According to the characteristics of production and pollutant emission, enterprises should carry out all-factor and all-round upgrading and transformation of organized emission, unorganized emission, material and product transportation, monitoring and control, environmental management, pollution reduction and carbon reduction, each of which is very important.

2024-10-09 10:17:40

Demand declined, the contradiction between supply and demand intensified, and the domestic cement market as a whole was depressed in the first half of the year. However, from a regional perspective, the price situation in the northern region is relatively good, especially in Xinjiang, the three eastern provinces, eastern Mongolia and Hebei, where cement prices are at a relatively high level. Taking Hebei as an example, the big data of China Cement Network show that the overall cement market in Hebei has shown a steady upward trend since this year, and the development trend of the industry is relatively stable. Local cement enterprises said that at present, the bulk ex-factory price of Hebei P.O42.5 cement is basically maintained at 310-330 yuan/ton. "Although it can not be compared with the peak period, in the current industry environment, it has been

2024-09-27 17:30:26

This article is selected from Song Zhiping's book "Reform Heart Road", which describes his motivation and effect of restructuring cement in those years, and has been published by China Cement Network. Recently, there has been a call for restructuring and mergers and acquisitions in the cement industry. Reviewing this old article may have the effect of reviewing the old and learning the new, encouraging the industry to promote a new round of restructuring, and solving the persistent problems of the industry.

2024-09-16 10:19:30

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

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

According to the data center of China Cement Market, or driven by the rising prices in the peripheral market, the price of cement in some areas of the two lakes has been raised by 30 yuan/ton since the middle of the year, and the implementation remains to be observed. The price of bulk cement of some enterprises in the Pearl River Delta of Guangdong has been slightly reduced by about 20 yuan/ton, while the quotation of other enterprises in the same industry is temporarily stable.

2024-04-19 16:32:07

As the junction of Henan and Hebei, the cement enterprises in Anyang and Xinghan have maintained a fierce market competition.

2024-04-18 13:32:24

According to the feedback from the market, since the end of the off-peak production in the heating season, the overall demand for cement in the northern region has been low, and the clinker inventory has continued to rise. In this regard, the four provinces of Shanxi, Hebei, Shandong and Henan began to promote the cement industry to stop kilns in April this year.

2024-04-15 16:17:43

Looking forward to the second quarter, with the gradual stabilization of real estate and the accelerated issuance of special bonds, demand is expected to continue to release, but we should also be alert to the adverse factors such as insufficient funds, the arrival of rainy season and busy farming season, the amount of project start-up may be variable, the overall demand may still be less than the same period, and the space for cement price to rise under high inventory pressure. It is expected that the profit level may be at a low level in recent years.

2024-04-12 16:16:19

Shijiazhuang vs. Zhengzhou: highland and lowland of cement price; The Interim Regulations on the Management of Carbon Emission Trading came into effect in May; the cement industry has removed the label of high pollution industry; Taiwan Cement has promoted carbon capture projects; the update of cement price information has been suspended during the Spring Festival.

2024-02-05 14:07:11

One is the "pearl" (Shijiazhuang) protected by all, the other is the "cake" (Zhengzhou) divided up by all, whose situation is more comfortable, it is obvious.

2024-02-03 09:32:24

Once profitable, as long as it does not exceed the transportation radius, the cities with small production capacity frequently have cement flowing into the market with huge production capacity, and it is not uncommon for neighboring cities to compete with each other with low-priced cement. The whole of Shandong seems to be "in a mess".

2024-01-29 09:09:53

According to the market data of China Cement Net, the cement price in Beijing-Tianjin-Hebei region was stable as a whole this week. Leading enterprises in Shijiazhuang and surrounding areas of Hebei Province recently called for an increase of 50 yuan/ton, but the current demand is not high, new orders are few, and the price increase has not been implemented.

2024-01-19 14:38:06

Up to now, the State Council has successively approved the Territorial Spatial Planning (2021-2035) of 18 provinces, including Jiangsu, Guangdong, Shandong, Fujian, Hunan, Anhui, Jiangxi, Hebei, Shanxi, Jilin, Ningxia, Hainan, Zhejiang, Guangxi, Inner Mongolia, Guizhou, Qinghai and Heilongjiang.

2024-01-19 09:16:40

CNBM is a comprehensive building materials enterprise, and the aggregate business is an extension of the cement business of the company's basic building materials sector.

2024-01-03 11:33:34

生态环境部近日发布了《京津冀及周边地区、汾渭平原2023—2024年秋冬季大气污染综合治理攻坚方案》,方案强化多污染物协同控制,将有序推进“十四五”规划中大气污染治理的重大工程。

2023-12-30 08:53:42

据中国水泥网行情数据中心消息,陕西汉中地区25日起一些主要企业通知上调水泥价格30元/吨。

2023-12-29 17:16:26

2023年水泥价格低位收官;多地对水泥企业、施工工地进一步管控;塔牌集团2024年争取实现净利润6亿元以上

2023-12-28 13:39:27

难关未过,未来已来。接下来,让我们一起回顾2023年水泥行业热点事件,总结过往,戮力前行。

2023-12-28 11:49:29

2023年,受房地产持续调整等影响,水泥行业发展景气度继续下降。一季度下游复工情况尚佳,整体需求好于同期;二、三季度“旺季不旺、淡季更淡”,需求减弱明显,加之市场竞争激烈,水泥价格持续走低;四季度需求弱势恢复,水泥价格小幅上涨。总体来看,2023年水泥产量创下近13年新低,尽管煤价重心有所下移,但水泥价格降幅较深,行业利润大幅萎缩。展望2024年,我们认为地产对水泥需求拖累减弱,水泥产量或将小幅下降,产能过剩压力下水泥价格中枢下移,行业效益难言乐观。

2023-12-22 17:20:42

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2023-12-08 10:01:48

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2023-12-01 16:16:05

多地气温继续下降,局部地区雨雪天气明显,市场需求持续走弱,预计下周水泥价格弱稳运行。

2023-11-19 11:45:24

据中国水泥网行情数据消息,京津冀地区由于环保管控、原材料价格上涨等诸多因素影响,企业生产成本走高。加之周边市场涨价带动,区域内企业涨价意愿强烈。

2023-11-17 18:32:06

河南、海南水泥价格迎涨,内蒙古部分水泥企业停产。2023年前三季度,全国水泥产量同比下降4.32%,行业效益大幅萎缩。水泥行业产能过剩问题并非只因为“产能过剩”,大企业之间的恶性竞争才是更大原因。水泥企业通过卖股权、撤销熟料项目等方式寻求“自救”。河北发布2023-2024年水泥行业错峰安排。

2023-11-16 13:20:42

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2023-11-13 15:20:48

广西水泥价格上调;“多措并举”塑造水泥行业健康生态;河南、江西、河北、湖南等多地发布水泥错峰通知;中国铁建3位副总裁辞任。无人驾驶卡车在矿山规模化运行,水泥智慧矿山建设持续推进。

2023-11-01 13:40:32

2023年前三季度,受房地产持续调整等影响,水泥需求疲软,行业低迷运行。一季度下游复工情况尚佳,整体需求好于同期,二、三季度“旺季不旺、淡季更淡”,需求减弱明显,加之市场竞争激烈,水泥价格持续走低。前三季度水泥产量创下近13年来新低,尽管煤价重心有所下移,但水泥行业利润仍出现大幅萎缩。展望四季度,我们认为水泥行业需求可能不及同期,由于需求弱势,加之企业库位较高,价格上涨阻力重重,均价或仍将下降。全年来看,水泥需求将面临较大下行压力,行业效益降幅仍大。

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展望下半年,尽管需求有向好预期,但地产尚未企稳、基建增速放缓背景下需求好转程度较为有限。

2023-09-21 09:42:44

上半年,全国水泥产量9.53亿吨,全口径同比下降2.4%,产量创下2012年来新低。效益方面,受水泥价格跌幅较深和需求下滑影响,行业效益大幅萎缩,2023年全行业利润总额164.7亿元,同比下降59.8%。

2023-09-20 13:52:49

据了解,近期多省三季度错峰停窑计划逐步启动,使得企业库存压力有所减缓。

2023-09-01 09:24:12

辽宁金中合资公司成立后,按照股东双方的战略要求,立足辽宁,开展水泥行业整合工作,现已完成双方在辽企业的尽职调查及审计评估现场工作,其他各项前期准备工作正在稳步推进中。

2023-08-31 12:18:19

上涨势头能够持续多久?后市行业利润表现又将如何?

2023-08-21 11:25:39

[水泥大数据研究院]水泥产业链指数运行周报(2023.8.11)

2023-08-11 17:17:31

2023年上半年,受宏观经济下行和市场需求不足影响,水泥行业延续2022年以来低迷态势。一季度下游复工情况较好,整体需求好于同期,进入二季度后旺季不旺,需求减弱明显,加之市场竞争激烈,水泥价格跌跌不止。上半年,水泥产量创下2012年来新低,尽管煤价有所走低,但水泥行业利润仍出现大幅萎缩。展望2023年下半年,我们认为水泥行业需求相较于上半年会有一定程度好转,价格将会出现季节性反弹,由于需求恢复有限,企业库位较高,价格反弹力度或将有限。全年来看,水泥需求将面临下行压力,行业效益降幅仍大。

2023-08-02 09:43:33

进入下半年,目前水泥市场淡季特征明显,高温天气影响,工地施工进度放缓,市场需求减弱,尽管部分地区加强停窑力度,实际效果并不理想。

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在水泥市场疲软的环境下,各大水泥企业纷纷采取行动,加强与上下游的联系,并积极寻找新的合作机会以应对市场的下行压力。

2023-07-17 09:46:58

本周五,全国水泥价格指数(CEMPI)报收112.87点,环比下跌2.15%,同比下跌21.1%。

2023-07-15 09:19:02

据中国水泥网行情数据消息,海南地区市场需求略有好转,本周岛内主导企业通知上调水泥价格30元/吨,两广及两湖局部市场水泥价格继续小幅下调10-20元/吨。

2023-07-14 18:19:44

国内普遍处于高温多雨的淡季状态,下游施工强度偏低,混凝土出货量多有下滑,混凝土价格稳中有降。本周全国混凝土价格指数报收132.11点,环比下跌0.20%,同比跌幅为8.75%……

2023-07-14 17:17:52

2023年二季度,行业需求疲软,厂家库存高企,多个省份错峰时间明显延长。

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本周五,全国水泥价格指数(CEMPI)报收115.35点,环比下跌1.92%,同比下跌19.71%。

2023-07-07 18:24:55

精彩纷呈的会议令现场嘉宾连连称道,7月7日,“2023中国水泥节能与新能源发展大会”将继续进行!

2023-07-06 18:06:22