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

Adani is also a big man in the Indian cement industry and is the second largest cement producer in India. He entered the industry in 2022 with the acquisition of Holcim's cement business in India, which acquired about 70 million tons of cement per year for $10.5 billion. Adani plans to expand its annual cement production capacity to 140 million tons by 2028. Adani has previously invested $1.6 billion to acquire Sanchi Cement and Penna Cement, and is expected to acquire an additional 21 million tons of production capacity.