外部压力不减 煤价再次上扬 山东水泥企业持续承压

2022-09-23 14:13:21

他表示,今年以来周边市场给予山东水泥市场的影响越来越明显,煤炭价格近期再次攀升,省内水泥企业压力非常明显。

“无论靠近鲁西南的河南还是与枣庄地区接壤的苏北,这两年市场行情都表现不佳,这对临近的山东市场影响非常大。”鲁西地区一水泥企业负责人近日告诉中国水泥网。他表示,今年以来周边市场给予山东水泥市场的影响越来越明显,煤炭价格近期再次攀升,省内水泥企业压力非常明显。

由于受到产能过剩,需求低迷的影响,与山东接壤的河南等周边水泥市场行情近年持续低迷,为了扩大市场份额,山东成为首选目标。而此前由于山东本地需求尚可,外来水泥的影响虽然不断再扩大,但还在可控范围内。进入2022年,受不断反复的新冠疫情和剧烈下滑的房地产投资等不利因素影响,山东水泥需求走低,这无疑放大了外来水泥对市场的冲击。

需求方面,由于省内各地市房地产投资都出现了较为明显的下滑,尤其是新开工的情况非常不乐观,水泥需求也出现了明显下滑。据中国水泥网·水泥大数据统计,前八月山东水泥产量8674.46万吨,同比下滑18.69%,与前七月相比尚没有出现明显改观。虽然当前已经进入传统的水泥需求旺季,但从当地企业反应来看,今年的根本不能称之为旺季,此前发货处大排长龙的局面不再。

从中国水泥网统计的情况来看,由于下游需求改善不明显,山东水泥行业库位依然偏高,截止9月中旬,山东水泥库容比超过65%,而往年此时至多40%左右。发运率方面,目前山东水泥发运率只有65%,而往年此时几乎都在85%以上,企业压力可见一斑。

此外,由于北方不少地区即将进入供暖时期,煤炭需求大增,这也致使以水泥为代表的建材行业成本将进一步抬升。“今年以来煤炭成本都非常高,现在煤炭继续上涨,而水泥企业难以消化这一上涨成本,这无疑会给企业造成更大的压力。目前煤炭进厂普遍超过1600元/吨。”山东一水泥人士表示。未来大概率还会继续上涨,省内不少水泥企业普遍认为。

据悉,为了应对快速上涨的成本,山东近期或迎来一轮价格调整。并且随着煤炭继续上扬,不排除后续再进行价格调整。

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