中国水泥网:全国水泥价格“跌跌不休” 但已有地区水泥价格上调60元/吨……

2022-05-29 13:11:17

本周六大区域价格指数仍维持跌势。受农忙、中高考及梅雨高温等诸多因素影响,南方地区需求价格都呈弱势运行,其中安徽跌幅较大;北方需求总体偏弱,华北地区市场受疫情影响,需求未完全恢复,其余市场弱稳运行。

据中国水泥网接市场反馈,四川成都地区多家水泥企业自5月31日20时起,散装水泥出厂价上调60元/吨。

在5月中旬中国水泥网调研四川市场时获悉,煤炭价格的高企给水泥企业生产成本带来了很大压力,而此次价格上调,水泥企业也都提到了“原燃材料价格大幅上涨”这一原因。

不过,从目前情况来看,四川水泥市场尚未全面恢复,区域内呈现“涨跌互现”的状况,此前的调研中,四川当地水泥企业负责人就曾表示,彼时疫情形势较为严峻,部分城市甚至有封城的情况,水泥发运受到极大的影响。

据中国水泥网行情数据中心消息,近期四川广元、巴中地区阴雨天气较多,26日起厂家下调水泥价格50元/吨,对销陕西汉中、甘肃陇南等市场同步下调40元/吨。此外,20日前后乐山、眉山、雅安、宜宾等地下调水泥价格20-30元/吨,周边德阳、绵阳大幅下跌40-70元/吨不等。

从四川P.O 42.5散装水泥价格K线图来看,四川水泥价格整体依然偏弱运行

近期,中央释放积极信号全面加强基础设施建设,给低迷许久的水泥行业注入一股强心剂。下游的房地产与基建得到保障,也意味着行业下游需求量有望逐步回升。

四川当地水泥企业对后期市场行情表示看好,认为会缓慢回暖,逐步回升。

本周六大区域价格指数仍维持跌势。受农忙、中高考及梅雨高温等诸多因素影响,南方地区需求价格都呈弱势运行,其中安徽跌幅较大;北方需求总体偏弱,华北地区市场受疫情影响,需求未完全恢复,其余市场弱稳运行。

图:水泥价格指数走势(点)

数据来源:水泥大数据(https://data.ccement.com/)

具体而言:

东北地区总体价格较稳。辽宁水泥价格平稳,目前基建等重点工程项目用量大,出货量提升;黑龙江决定在5-6月份开始执行夏季错峰,初步方案为停窑25天,水泥价格或受外省低价水泥影响,周内一些企业成交价格下滑30元/吨;吉林地区报价基本以稳为主。

西北地区近期陕西报价较为混乱,汉中地区市场需求下滑,下旬水泥出厂价格下调30元/吨左右,此外关中部分水泥实际成交价格下滑20-30元/吨;宁夏近期市场需求疲软,企业库存压力较大,为抢占淡季市场份额,周内一些厂家继续下调水泥价格10-20元/吨;甘肃、青海、新疆地区报价暂稳。

华北地区市场需求仍未完全恢复。近期京津冀地区受疫情影响,北京仅有少数重点工程尚在施工,水泥价格受外围低价水泥冲击,北京、天津一些厂家水泥价格继续下调10-30元/吨,河北一些企业开始执行错峰停窑,主要起稳价作用,但外围山西低价水泥对河北造成一定降价压力;山西地区终端需求偏弱,周内太原、晋中、长治、临汾等多地市场成交价格继续下调20-30元/吨,部分市场累计下调40-50元/吨,此外,据悉山西建材工业协会发错峰通知,晋中、晋北、晋南、晋东南片区将停产30天,吕梁片区将停产20天;内蒙古地区市场需求一般,报价趋稳运行。

华东地区跌势难止。临近六月传统淡季,农忙、中高考及梅雨高温等诸多因素影响,江浙皖闽需求进一步走弱。江苏受淮安地区价格下调影响,19日-21日起江苏连云港、宿迁、徐州通知下调水泥价格20-30元/吨,同时中旬以来扬州、泰州、南通及苏锡常等地下调水泥价格20-40元/吨不等,全省整体市场较为混乱。24日前后浙江沿海的温州、台州、宁波、舟山等地通知下调水泥价格10-20元/吨,部分市场下调35元/吨,除此以外,近日浙北杭嘉湖绍及浙中南金衢丽等地成交价格暗中走低10-20元/吨,主流降幅20元/吨。

安徽受外来低价水泥冲击,25日-26日起合肥、巢湖、芜湖、铜陵、池州、安庆、六安等多地陆续通知下调高标水泥价格60-70元/吨,低标价格40-50元/吨,部分企业对高标挂牌大幅修正下调90-100元/吨,近日北部蚌埠、阜阳等地成交价格下滑30-50元/吨,预计本月底或下月初皖北也将迎大面积下调;福建近日实际成交已基本降回月初涨前水平,且福州、宁德等多地继续下调水泥价格10-20元/吨,不排除继续下调可能。

江西的九江地区终端市场需求不足,部分主要厂家陆续下调水泥价格20-30元/吨,周边南昌报价暂稳;山东水泥价格整体弱势下行,21日起部分企业自主执行错峰停窑计划,但终端市场需求偏弱,库存压力并未减轻,21日起一些主要厂家尝试上调水泥价格20-30元/吨,并未实际落实,且25日-27日枣庄、临沂、济宁、青岛等地继续通知下调水泥价格20-40元/吨,其余市场不同幅度跟进下调10-20元/吨。

中南地区受持续降雨影响,需求销量走淡。湖南部分市场水泥价格回落20-30元/吨;近期湖北地区工地施工进度放缓,荆门、荆州、宜昌等地报价下滑20-30元/吨,其他市场相对平稳。湖南常德地区近期雨水天气较多,中旬涨价落实欠佳,近日已基本回落至涨前水平,下旬长株潭、娄底、邵阳、郴州、永州等地水泥价格陆续回落20-30元/吨。

27日起广东粤东梅州、潮汕等地下调袋装水泥价格10-20元/吨,散装水泥暂未跟进,此外,25日前后珠三角地区部分厂家继续下调水泥价格30元/吨;广西近期雨水频繁,项目施工受阻,5月下旬以来南宁、崇左及周边部分市场成交价走低20元/吨,但大厂挂牌报价暂稳。

21日起河南水泥熟料线陆续开始错峰停窑,加之企业调价意愿强烈,21日-22日起一些主要厂家通知大幅上调水泥价格60元/吨,但下游客户采购积极性偏弱,需求或不足以支撑,郑州、新乡、平顶山、信阳、驻马店等地水泥价格已陆续回调20-30元/吨,个别市场降回涨前水平。

西南地区受近期雨水天气影响,销量下滑。本周云贵川水泥价格继续下跌。近期四川广元、巴中地区阴雨天气较多,26日起厂家下调水泥价格50元/吨,对销陕西汉中、甘肃陇南等市场同步下调40元/吨。此外,20日前后乐山、眉山、雅安、宜宾等地下调水泥价格20-30元/吨,周边德阳、绵阳大幅下跌40-70元/吨不等。云南大理地区近期雨水频繁,项目开工率较低,加之进入农忙,需求销量明显下滑,多地水泥价格震荡下行,23日-27日起大理、丽江水泥价格累计降幅达70-80元/吨,20日前后普洱、西双版纳地区部分厂家下调水泥价格20-30元/吨,主流降幅30元/吨。

贵州受雨季影响,20日前后贵阳、遵义、安顺、毕节、黔南、黔东南、铜仁、六盘水等地下调水泥价格30-50元/吨,市场行情偏弱;重庆本月10日前后的调价落实未达预期,涨幅在20-40元/吨,23日-24日起区域厂家继续推涨20-30元/吨,落实待观察。

后市预测:高考临近,雨季到来,部分地区水泥价格跌势难止,预计下周价格将继续弱势运行。

建材市场,每周一谈!每周三,锁定“分享汇·一周谈”,中国水泥网大数据研究院团队继续聚焦水泥、混凝土等建材行业,以“云分享”的形式为大家带来近期行业解读。

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Correlation

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总的来看,国庆节后,水泥市场存在需求改善预期,加之成本端压力较大,水泥企业普遍存在涨价意愿。各地需求实际恢复情况高低不一,水泥涨价存在差异,但整体价格指数仍呈现小幅回升趋势。

2023-10-19 09:16:41

本周五,全国水泥价格指数(CEMPI)报收106.18点,环比上涨0.15%,同比下跌30.71%……

2023-10-13 18:38:53

9月初全国水泥价格指数(CEMPI)为108.06点,月末报收106.59点,环比下跌2.23%,同比下跌29.9%。

2023-10-09 17:43:25

是否会加速水泥业务的并购? 金隅集团回复;降价近1300万!四川一水泥企业部分股权第三次拍卖;上百家商混、水泥、砂石企业熬不过今年了

2023-10-09 13:23:05

本周五,全国水泥价格指数(CEMPI)报收105.37点,环比上涨0.36%,同比下跌28.05%。

2023-09-23 09:30:52

近期,多地水泥价格开始上涨,特别是华东安徽、浙江和江苏等长三角地区大面积上调15-20元/吨,时值“金九银十”期间,需求旺季似乎已然到来,然而真实情况是这样吗?

2023-09-21 13:37:10

尤其是当前水泥行情低迷,水泥价格处于低位,行业盈亏陷入严峻形势。一季度多数水泥企业利润大幅度下滑,甚至出现亏损。企业生存愈发艰难之际,降低经营成本来增强自身竞争力已成为水泥企业的迫切需求。

2023-09-12 16:03:03

8月初全国水泥价格指数(CEMPI)为110.29点,月末报收109.02点,环比下跌1.33%,同比下跌25.2%。

2023-09-01 16:22:26

四川成都及周边市场水泥价格再次下调; 1.纳入全国碳排放市场在即!海螺、天山、冀东等水泥企业超前部署 2.[评论]提高政治站位 建材稳增长 水泥行业应打头阵! 3.海螺水泥拟接手管理台泥两家公司! 4.[中报点评]华新水泥:海外市场拉动水泥需求,“水泥+”业务持续发力

2023-08-29 13:30:29