春运启动!返乡潮开启 施工率下降 全国水泥平均发运率降至五成以内!

2022-01-24 09:26:16

上周起国内春运启动,一些工程及搅拌站陆续开始停工放假,工人进入返乡期,开工率继续下降。虽也有局部地区疫情影响,鼓励原地过年,但对需求影响不大,全国水泥平均发运率降至五成以内。

上周起国内春运启动,一些工程及搅拌站陆续开始停工放假,工人进入返乡期,开工率继续下降。虽也有局部地区疫情影响,鼓励原地过年,但对需求影响不大,全国水泥平均发运率降至五成以内。

华东

市场需求继续趋淡运行,水泥价格继续松动下滑,但跌势降幅暂时有所放缓收窄

目前,春运开始工地陆续停工放假,整体需求销量快速下滑,主要厂家出货降至5-6成。近日,江苏南部苏锡常及北部徐州地区部分厂家成交价格继续暗降走低10-20元/吨。

临近春节需求大降,但水泥价格经过大幅回落之后降幅收窄放缓,节前降价提量效果已不明显,春节前企业稳价意愿较强,预计节后市场启动调价波动将再起。

浙江地区市场需求尚可,一些工地仍在赶工期,目前企业出货量仍有6-7成水平。预计25日后大部分搅拌站、工地将开始全面停工放假。水泥价格方面,1月初浙中南及沿海市场水泥价格下调50-70元/吨,中旬以来虽有零星松动,但各地报价暂稳为主。整体来看,春节前省内一些大厂大概率以稳价为主。

安徽地区天气尚可,仍有一些工地尚在赶工,皖南需求未见大幅下滑,合肥、巢湖等地企业出货量仍有5-7成左右。1月12日安徽沿江地区熟料价格继续下调60-70元/吨,但并未引起省内水泥市场持续性大幅下跌。

上周合肥、巢湖等地主要厂家报价仍以稳定为主,节前调价概率不大。此外,皖北市场需求相对偏弱,加之熟料价格下调影响。近期宿州、淮北、阜阳地区一些厂家对局部市场下调水泥价格10-30元/吨。整体反馈来看,春节前省内水泥价格预计基本大稳小动为主。

同时,春节在即,江西地区水泥需求继续下滑。上周一些工地和搅拌站开始停工放假,整体需求出货降至五到六成水平。部分厂家开始执行一季度春节错峰生产,控制淡季库存。水泥价格方面,经过大幅回落之后跌势暂时放缓,周内虽有局部暗降松动,但主要厂家节前稳价意愿较大。预计春节后市场启动,价格竞争继续上演。

另外,受降雨及春运等因素影响,上周福建多数工地开始陆续停工,市场需求大幅下滑。企业出货量仅在5-6成。为释放库存,近期福建闽南及福州等一些厂家对局部市场成交价格暗中走低10-20元/吨。整体来看,下周起市场将基本停滞,调价意义不大。同时省内一些熟料生产线计划一季度执行错峰停窑45天,节后区域大厂有意停窑稳价,具体执行待观察。

中南

上周两湖市场部分成交价仍在走低,两广市场相对平稳,整体跌势放缓

两湖一带,临近春节,市场需求萎缩,销量低迷。湖南本地企业挂牌价偏高,同时需求淡季加上外来低价水泥进入对市场造成一定的冲击,市场竞争激烈,水泥价格继续承压下行。为提升销量,中旬以来长株潭、娄底、邵阳、常德、益阳、岳阳、衡阳、永州等地区部分厂家继续下调水泥价格30-60元/吨不等。

湖北方面,工人陆续返乡,施工进入收尾阶段,市场需求销量下滑,企业出货降至五成左右。上旬武汉及鄂东黄石、黄冈、鄂州等地区一些厂家水泥价格下调20-30元/吨,上周部分成交继续跟进松动10-20元/吨左右。此外,受重庆方向低价水泥冲击,恩施地区一些厂家成交价继续下调30-40元/吨左右。

两广一带,春运开始加之局部疫情影响,部分工人提前返乡,开工率快速下滑,广东地区整体市场需求下滑较快。

据悉珠三角地区受疫情影响较大,部分较为严重区域,实行封控管理,市场需求暂时处于停滞状态。水泥价格方面,前期部分市场仍在下调,但经过连续大跌,一些地区价格回归至相对低位。临近春节,上周报价暂时趋于平稳。

广西方面,年关将至,项目陆续停工,市场需求不足。为抢占市场份额,元月以来连续大幅降价,上周降势放缓,暂未见明显变动,但年底局部市场价格竞争较为激烈,不排除继续降价可能。

春运、气温下滑以及疫情管控等各种因素影响,目前郑州、安阳、许昌等地市场基本处于停滞状态,省内其余市场需求也偏弱运行,多数工地已基本停工,出货量仅在2-4成上下。水泥价格方面,13日省内一些大厂虽有意推涨水泥价格30元/吨,但整体来看效果不佳,并未执行。近期河南地区水泥价格基本无明显变动

西南

临近春节,搅拌站、工地等陆续停工,市场需求低迷。上周部分市场水泥价格仍在走低,贵州市场回落相对明显,其他市场稳中有跌。  

川渝地区,近期重庆地区阴雨天气较多,随着工地、搅拌站等陆续停工,市场需求下滑明显,企业出货量在常态5成左右。加之外围低价水泥冲击,价格竞争激烈。为提升销量,中旬以来部分厂家继续对主城下调水泥价格20-30元/吨左右。其余同业目前仍在观望,跟进下调预期较大。

四川方面,受部分重点工程项目支撑,攀枝花地区局部市场水泥发运量能达常态7-8成左右。但中旬以来阴雨天气较多,加之一些工地、搅拌站陆续停工,整体市场需求下滑,销量不佳。为促进销量,本周攀枝花地区部分主要厂家报价下浮30-50元/吨。

此外,受川中降价影响,中旬以来自贡、内江、资阳等周边地区水泥价格跟进走低20-30元/吨。据悉上周成都、德阳、绵阳、宜宾、泸州、广安、遂宁、南充、达州等地区启动重污染天气预警。其中成都地区橙色预警期间,C类企业停产,B类企业减产50%。与此同时,部分企业例行年前停窑检修,各企业库存普遍处于低位。目前成都地区重污染天气预警尚未解除,但节前企业稳价为主。

云贵一带,临近春节,工人开始返乡,贵州地区市场需求环比下降明显,企业出货在常态5成上下,水泥及熟料库存普遍在中高位运行。年底需求萎缩,企业出货不足三成。部分企业清库冲量、局部新增产能释放加上周边及外围市场持续降价等因素影响,贵州多地水泥价格继续走低。中旬以来六盘水、毕节、黔南、黔东南等地区部分厂家继续下调水泥价格30-40元/吨左右。目前省内一些厂家已开始执行一季度错峰生产,主要厂家意欲以稳价为主,但市场淡季竞争性下跌预期仍然很大

云南方面,市场行情方面,春节临近,省内工地、搅拌站等陆续停工。昆明、玉溪等地主要厂家出货降至3-4成水平,而水泥价格已降至低位,厂家暂无继续降价意愿。省内整体需求疲软,加上部分厂家开始错峰生产,目前整体市场弱稳运行。省内每条水泥熟料生产线错峰生产天数基数为100天,协同处置城市生活垃圾及有毒有害废弃物等任务的生产线不得少于70天。其余生产线的从1月1日开始执行,第一季度错峰停产40天,第二季度错峰停产30天,第三季度错峰停产20天,第四季度10天。有协同处置城市生活垃圾及有毒有害废弃物等任务的生产线:第一季度错峰停产28天,第二季度错峰停产21天,第三季度错峰停产14天,第四季度错峰停产7天。

北方地区

东北市场基本已经没有需求,市场有价无市。西北地区户外施工需求已经结束,需求销量普遍寥寥无几,价格淡季没有明显波动。华北地区大部分项目陆续扫尾,需求继续萎缩。

临近春节,冬奥会在即加上疫情防治管控,京津冀地区,北京、天津、河北整体需求销量下滑三到四成以内,各地大厂报价淡季平稳为主。目前北京、天津地区42.5散泥市报价基本维持在530-550元/吨。河北仍有少数窑线正常运转,产销两淡。此外,山西和内蒙古一带淡季平稳为主,内蒙古需求已经结束,山西各地出货一到三成水平。

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Correlation

According to China Cement Network Market Data Center news, Fujian cement prices in East China once again pushed up, while the rest of the region was mainly stable in the week. This week, the Yangtze River Delta region is dominated by rainy weather, and the overall market demand is relatively stable, but some leading enterprises in the region still insist on selling at high prices, resulting in sales hovering at a low level.

2024-11-15 17:43:44

With the support of special debt, the local capital situation has been improving and the downstream construction has been accelerated. In addition, the self-discipline awareness of enterprises has been strengthened, the intensity of peak staggering and production restriction has been strengthened, and the national cement prices continued to rise in October due to the favorable macro and real estate policies.

2024-11-07 15:05:51

Based on the market situation of the cement industry and the demand for high-quality and low-carbon development of Conch Cement, Conch will strengthen the research and development of technologies such as energy saving and carbon reduction, green environmental protection, clean energy and low-carbon cement. The main research directions of Conch's scientific and technological innovation in the future are as follows: 1. Research and development project of raw material and fuel substitution in the cement industry; 2. Research and development project of cement clinker quality improvement; 3. Energy-saving and carbon-reducing technical equipment R & D project; 4. Clean and green energy R & D and manufacturing project; 5. Future carbon technology industry exploration project.

2024-10-29 16:34:25

On October 24, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was held in Wuhu, Anhui Province. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Materials Co., Ltd., Li Jian, Associate Researcher of Chinese Academy of Environmental Sciences, Fan Yueming, Professor of South China University of Technology, Zhuge Wenda, Chairman of Leishan Cement Co., Ltd., Century Xinfeng, Hubei, Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center.

2024-10-24 16:55:38

Concrete raw materials in parts of North China try to push up..

2024-10-12 15:40:02

According to the market data of China Cement Network, the cement industry in Beijing-Tianjin-Tangshan region is facing double pressures of raw material contraction and off-season demand.

2024-07-05 16:18:06

Shandong Province issued the Action Plan for Upgrading the Building Materials Industry (2024-2026), which aims to promote the green, low-carbon and high-quality development of the building materials industry. The action plan focuses on the cement industry and puts forward the tasks of stable growth, structural adjustment, digital transformation, green manufacturing and safety improvement.

2024-07-01 17:05:09

Hebei concrete market is stable and needs to be changed, while weak demand in Shanxi and Inner Mongolia restrains prices.

2024-06-14 15:32:24

The concrete market is stable and weak, and the cost is rising or the price will rise.

2024-06-07 13:50:46

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

By the end of 2025, the proportion of production capacity above the benchmark level of energy efficiency in cement and ceramics industries will reach 30%, that of production capacity above the benchmark level of energy efficiency in flat glass industry will reach 20%, and that of production capacity below the benchmark level of energy efficiency in building materials industry will be completed or eliminated.

2024-05-29 20:21:02

Under the background of the current downturn in the cement market and the tightening of the mine transfer policy, it is extremely difficult to solve the mine problem in the short term, and ultimately waiting for such enterprises, I am afraid they will withdraw from the market.

2024-05-22 09:17:44

The cost of purchased limestone is basically more than 40 yuan/ton, and the cost of limestone purchased by some enterprises is even 50-60 yuan/ton, which is more than 30 yuan/ton higher than the cost of limestone per ton of self-owned mining enterprises. Converted to clinker, the cost of raw materials per ton of clinker is almost 40 yuan/ton higher.

2024-05-21 17:34:42

China Cement Network Market Data Center News, Northeast China stopped kilns to boost the implementation of price increases, 13-17 leading enterprises in Northeast China have notified to promote cement price increases of 30-50 yuan/ton again, the actual implementation range is about 30 yuan/ton.

2024-05-17 17:32:33

The market demand performance is general, and the commercial mixed market is expected to decline.

2024-05-17 15:40:53

By the end of 2025, 50% of the cement clinker production capacity in the whole region will be transformed; by the end of 2028, the cement clinker production enterprises in the whole region will be basically transformed.

2024-05-15 17:00:23

While doing a good job of peak staggering production in the industry, we should change our strategies, optimize the production structure, balance the relationship between quantity and price, stabilize market share, resist vicious competition and maintain the industry ecology.

2024-04-24 09:10:06

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

2024-03-05 15:33:50

According to the data center of China Cement Network, the market started slowly after the year, most of the construction sites and mixing stations in southwest China have not yet started, the demand and sales are low, and the price of cement has not changed much compared with the previous year.

2024-02-23 16:19:35

Focus on reducing cement clinker production capacity in areas where limestone resources are scarce and air quality is poor, and support clinker production enterprises to carry out layout outside the province and transfer to key construction areas determined by the province. We will further study and implement the integrated withdrawal plan for cement clinker production lines with a capacity of 2500 tons per day or less.

2024-01-26 14:20:19

Looking forward to 2024, many cement enterprises have no expectation of this, the only certainty is that the probability of loss in 2024 is still high.

2024-01-19 16:16:16

When the reference oxygen content of the cement kiln and the waste heat utilization system at the kiln tail is 10%, the hourly average emission concentrations of particulate matter, sulfur dioxide, nitrogen oxides and ammonia are not higher than 10, 35, 50 and 8 mg/m3 respectively.

2024-01-15 09:15:17

2023年11月,中国水泥网大数据研究院对部分混凝土行业相关企业进行了电话调研,企业对来年行情普遍持谨慎态度……

2023-11-30 15:21:56

河南水泥价格领涨;市场低迷谁之“祸”;塔牌集团投资2900万元建设储能项目;兰州甘草环保建材有限责任公司将进行重整。中国水泥网将于11月29日在杭州举办第五届中国水泥智能化高峰论坛,参观海康威视助力水泥企业数字化转型。

2023-11-20 15:22:21

据中国水泥网行情数据中心消息,近期华东地区市场需求弱稳运行,企业出货量一般。周内江浙皖部分地区有松动下滑10-15元/吨迹象,福建地区报价暂稳。此外,山东地区停窑在即再次推涨水泥价格20-50元/吨。

2023-11-10 18:09:34

据中国水泥网行情数据中心消息,近期华东地区市场需求弱稳运行,企业出货量一般。山东地区再次推涨水泥价格20元/吨,受此影响江苏徐州地区也尝试上调10元/吨。浙江金衢地区受江西涨价带动上调水泥价格20元/吨。此外周内安徽、福建等地涨后价格暂稳运行。

2023-11-03 16:42:45

据中国水泥网行情数据中心消息,陕西关中地区主要企业曾于12日通知上调水泥价格20元/吨,实际落实不佳。甘肃、宁夏地区市场需求变化不大,部分企业出货量在4成上下。

2023-10-27 17:47:58

据中国水泥网行情数据中心消息,本周中南地区除广西市场外,大部分区域水泥价格普遍上扬。其中湖北地区通知涨幅在50元/吨,实际落实待观察。

2023-10-27 17:43:27

据中国水泥网行情数据中心消息,18日长三角地区熟料价格普涨20元/吨带动,周内上海、江苏、浙江、安徽等大面积地区水泥价格跟进通知上调20元/吨,具体落实待观察。此外,山东停窑在即,预计24日起或将继续推涨水泥价格30元/吨。

2023-09-22 16:56:59

福建多地涨后回落;广东粤东散装水泥价格上调; 1.水泥冷暖大家谈|乔龙德:应对水泥行业困境,现需形成四个新格局! 2.红狮、天瑞、金峰、华新上榜2023中国民营企业500强 3.形势十分严峻!发改委约谈4省!水泥企业积极“备战”! 4.涉及145家!又一水泥大省公布2022年水泥粉磨企业详细清单 5.水泥冷暖大家谈|高长明:“双碳”背景下水泥工业的重大历史责任和义务

2023-09-12 13:21:40

水泥价格有上行预期; 1.[评论]人民币持续贬值 水泥市场或将承压; 2.工信部批准的新行业标准来了!这些标准涉及水泥行业! 3.绿色税制:减免海螺2298.39万元,“白送”冀东一座1050万元污水处理站 4.原料燃料替代:低碳水泥生产的关键

2023-08-16 13:20:24

水泥作为节能降碳的重点领域,使用替代燃料既可以降低企业的成本压力,又能够减少碳排放,实现经济效益和环境效益的双重提升。

2023-08-11 10:19:43

下半年水泥市场主要看市场需求复苏情况、错峰生产执行情况及各企业成本管控水平。

2023-08-09 14:02:52

困境之下,寻求水泥行业发展新出路。

2023-07-08 14:37:05

6月28日,梅州皇马水泥有限公司与中国中材国际工程股份有限公司正式签订工程总承包合同,强强联手全力推进总投资8亿元的4600t/d新型干法水泥熟料生产线及余热发电技改项目建设。

2023-07-04 09:20:21

为深入贯彻落实党中央、国务院和省委、省政府关于碳达峰碳中和的重大战略决策和总体部署,扎实推进青海省工业领域碳达峰工作,6月15日,青海省发布《青海省工业领域碳达峰实施方案》。

2023-06-28 11:47:39

6月27日,工信部发布《工业和信息化部办公厅关于下达2023年度国家工业节能监察任务的通知》,《通知》确定了2023年度国家工业节能监察任务。

2023-06-28 10:08:09

近日,福建省工信厅公布2023年福建省工业重点节能改造项目,其中多个水泥企业项目上榜。

2023-06-26 13:35:42

当前水泥行业行情低迷、产能过剩局面依旧严峻。供需失衡的格局下,单一的产业结构已无法支撑企业立足当前复杂的市场形势,节能减碳、降本增效、产业转型升级、优化资产配置、增强核心竞争力才能维持水泥行业健康长远发展。

2023-06-26 09:38:57

6月15日,生态环境部发布关于公开征求《关于推进实施水泥行业超低排放的意见(征求意见稿)》。

2023-06-17 16:22:08

水泥价格处于低位,但同时煤炭价格高企,企业成本压力巨大,进一步挤压了利润空间,企业生存艰难。

2023-06-16 09:14:02

关于建材行业节能降碳,升级改造,《方案》涉及能耗限额标准、阶梯电价、低碳原料替代、低碳生产技术水平、碳排放权交易市场、投融资支持等方面。

2023-06-14 11:26:55

山西、内蒙古需求仍低迷,混凝土价格弱稳......

2023-05-26 16:07:36

走进金隅冀东水泥铜川、阳泉公司,看到的是传统产业双管齐下、在智能化与绿色化转型过程中的突出成果,感受到金隅集团不断追求卓越的精神风貌,以及作为国企提前布局、有序推进碳中和的责任担当。

2023-05-08 14:05:48

5月4日,内蒙古自治区工业和信息化厅发布了《内蒙古自治区工业领域碳达峰实施方案》。

2023-05-05 15:39:42

东方希望水泥成立于2009年,彼时的中国水泥行业虽然仍处于需求增长期,但产能过剩问题已经凸显,市场竞争日益激烈,国内水泥市场已经是名副其实的“红海”。不过,东方希望集团仍然决定在长江上游投建5条5000t/d水泥熟料生产线,靠的是源于骨子里的自信。

2023-04-28 10:30:06

4月19日,河北省发布工业领域碳达峰实施方案。

2023-04-20 11:55:24

需求恢复缓慢,混凝土价格变化不大......

2023-04-14 16:26:24

Recently, the overall domestic demand has declined steadily, coupled with the weakening of local cost support, and the price of concrete has been stable and small. From November 14 to November 20, the national concrete price index closed at 112.35 points, down 0.13% annually and 10.08% year-on-year.