国务院最新部署!超20万亿投资计划发布!水泥需求蓄势待发!

2022-06-10 09:27:51

据不完全统计,当前,北京、上海、广东、山东等多省市区相继公布2022年投资规划,主要投资方向大都在基建、新基建领域,总投资额度超20万亿元,2022年计划投资额近5万亿元。

6月8日,国务院总理李克强主持召开国务院常务会议,听取稳增长稳市场主体保就业专项督查情况汇报,要求打通堵点、完善配套,充分发挥政策效应;部署进一步稳外贸稳外资举措,提升对外开放水平。

会议强调,经济下行压力依然突出,要高效统筹疫情防控和经济社会发展,各地要切实负起保一方民生福祉责任,以时不我待的紧迫感推动稳经济政策再细化再落实,确保二季度经济合理增长,稳住经济大盘。

今年以来,稳增长、稳投资政策持续发力,中央及各地区各部门积极推动重大项目开工建设,投资规模持续扩大,投资结构持续优化。

据悉,连日来,多个中央级会议反复强调,各地各部门积极落实,共同推动基础设施建设再上新台阶。4月26日,中央财经委员会第十一次会议,研究了全面加强基础设施建设问题。4月29日,中共中央政治局会议要求,要全力扩大国内需求,发挥有效投资的关键作用,强化土地、用能、环评等保障,全面加强基础设施建设。5月31日,国务院常务会议部署的《扎实稳住经济的一揽子政策措施》正式对外发布,对于全面加强基础设施建设作出明确要求:包括加大金融机构对基础设施建设和重大项目的支持力度、加快推进一批论证成熟的水利工程项目、加快推动交通基础设施投资、因地制宜继续推进城市地下综合管廊建设、抓紧推动实施一批能源项目等。

“从项目规模来看,2022年各地投资力度整体加码,项目总体规模稳步增长,北京、河北、山东等多省市重大项目投资超万亿元。”业内人士说,从年初各地发布的项目清单来看,新基建、重大民生基础设施等仍是各地投资重点,新老基建重大工程项目数量占比普遍超过50%。其中,新型基础设施项目主要集中在大数据中心、5G基站等项目,传统基建主要以交通、重大民生项目为主。

据不完全统计,当前,北京、上海、广东、山东等多省市区相继公布2022年投资规划,主要投资方向大都在基建、新基建领域,总投资额度超20万亿元,2022年计划投资额近5万亿元。

部分地区投资计划如下:

北京

2022年北京市将继续实施“3个100”市重点工程,总投资约1.2万亿元,年内计划完成投资2802亿元。其中在100个重大基础设施项目中,北京市预新增一批服务重点功能区、重点产业园区的配套项目,以四网融合、站城一体、区域联通的交通基础设施支撑京津冀现代都市圈建设,带动城市发展框架和功能布局调整。

上海

2022年,上海市重大建设项目计划安排正式项目173项,计划完成投资2000亿元以上,其中城市基础设施类56项。

广东

广东省发展改革委发布了《广东省2022年重点建设项目计划》提出,到2022年,广东省将安排1570个省级重点项目,总投资7.67万亿元,年计划投资9000亿元,1152个省级重点建设前期工作,预计总投资5.88万亿元。

山东

2022年山东省重点项目共计1400个,总投资1万亿元,年度计划投资2857亿元。加上此前省政府下达的600个省重大项目,共确定2022年省级重点项目2000个,总投资3.1万亿元。其中在道路工程项目上,全省预计开工13条重点铁路,全年预计投资3000亿元。

四川

四川公布的《2022年四川省重点项目名单》共列项目700个。其中,续建项目454个,计划2022年开工项目246个。

此外,今年初,推动成渝地区双城经济圈建设联合办公室印发《共建成渝地区双城经济圈2022年重大项目名单》,共纳入标志性重大项目160个,总投资超2万亿元。

浙江

2022年浙江省重大项目计划,共安排843个项目,年度计划投资1万亿元以上。这800多个项目分成三类:第一类是交通的重大项目,有121个,年度的计划投资2267亿元;第二类是生态环保、城市更新和水利设施重大项目,有154个,年度计划投资是5018亿元;第三类项目是高新技术与产业的重大项目,有568个,年度计划总投资是3687亿元。

江苏

2022年江苏省共规划重点项目247个,安排实施项目220个、储备项目27个。年度投资5590亿元,其中基础设施项目28个,年度投资2162亿元。

湖北

2022年湖北省共规划省级重点建设项目456个,以及89个前期推进项目,涉及轨道交通、高铁、高速等领域,年度计划投资3038.29亿元。

湖南

为持续发挥重大项目建设对经济增长的加持作用,2022年湖南省谋划实施309个省级重点建设项目,总投资18524亿元,计划建成常益长铁路、平伍、伍益、G4耒宜扩容、桂新等8条高速公路,推动长赣、邵永、铜吉铁路和常益长与武广高铁直通线工程尽快开工,完成新开国省干线公路1200公里,改造农村公路5000公里。

河北

2022年河北省重点建设项目共安排695项,总投资1.12万亿元,年内预计完成投资2500亿元以上。其中,重大基础设施项目37项,总投资2620.7亿元,主要包括能源、交通、水利等领域项目。

河南

2022年河南省重点项目共有1794个,总投资约4.8万亿元,年度计划投资超1.3万亿元。在重大基础设施的154个项目中,包含交通项目102个。其中铁路16个、高速公路57个、干线公路19个、航空3个、港口航道6个、交通枢纽1个。

陕西

2022年陕西省全年安排省级重点建设项目620个,总投资1.9万亿元,年度计划投资4629亿元。

安徽

安徽省发展改革委发布“2022年安徽省长三角一体化发展重点项目计划”。根据计划,今年将围绕区域协调发展、科技创新、基础设施等8个方面,实施163个重大项目,总投资超1.2万亿元。

贵州

2022年贵州省共规划省级重点项目3347个,年度计划投资6448.79亿元。基础设施项目436个,年度计划投资1144.84亿元;民生工程263个,年度计划投资329.25亿元。

相关机构表示,“中央层面多次强调基建投资的重要性,不仅政策支持覆盖面逐步扩大,而且在信贷融资、审批流程等方面加大支持力度,保证重点项目及时、尽早开工。当前,疫情影响逐渐消退,基建项目将迎来一轮‘赶工潮’。”

业内人士也表示,随着稳增长的紧迫性进一步上升,基建将更加充分地发挥拉动经济增长的作用,将有更多配套措施出台,全年基建投资有望超出此前预期。

随着疫情影响逐渐消退,加之中央及地方利好政策相继落地,各种基建项目建设不断提速,这将拉动水泥的大规模需求。

All can be viewed after purchase
Correlation

According to the data center of China Cement Market, the overall market demand in Northwest China has declined, some kilns have been shut down, and most prices are stable. For example, the cement market demand in Gansu is weak at present, especially in Lanzhou and its surrounding areas, the inventory of some manufacturers is not high.

2024-11-08 17:27:44

According to the information from China Cement Market Data Center, the price of cement in many places in Yunnan in southwest China has risen by 100 yuan/ton, and the implementation remains to be observed; Liangshan and Panzhihua in Sichuan have also begun to push up by 50 yuan/ton. In Guizhou, some major manufacturers in Qiannan, Qianxinan, Zunyi, Tongren and other regions have recently raised the cement price by 10-40 yuan/ton, while the quotation in other regions has been stable for the time being.

2024-11-01 17:32:29

After the National Day, the domestic concrete market demand rebounded slightly, but the total amount is still relatively weak, concrete enterprises are mainly shipping at stable prices, and have not yet followed the rise of raw materials. From October 3 to October 9, the national concrete price index closed at 112.82 points, in line with the National Day holiday, with a year-on-year decline of 10.21%.

2024-10-12 17:25:54

According to incomplete statistics, there are about 33 listed companies developing commercial mixing business in A-share motherboard, Hong Kong stock and Taiwan stock, of which 9 companies take commercial mixing as their main business.

2024-09-10 17:04:29

In the first half of 2024, Conch Cement realized an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit attributable to parent company of RMB3.326 billion, representing a year-on-year decrease of 48.56%.

2024-08-30 14:56:13

We need to establish the core values of "others earn more, I can earn more" to guide production and operation. In the short run, only by actively limiting production and restoring the balance of supply and demand in the weak market, can the cement industry achieve a recovery in efficiency. Without enough initiative and consistency to limit production, all those who talk about the price of cement are cheaters and hooligans, and they can not succeed.

2024-08-13 15:12:11

The vicious competition of "involution" is a game without winners.

2024-08-08 10:38:47

According to the China Cement Network Market Data Center, the shutdown of kilns in Liaoning, Northeast China, was extended to 20 days in August, the overall price was high and stable, the demand performance was not good, and the momentum to push up again was insufficient.

2024-08-02 17:28:08

According to China Cement Market Data Center, the demand and sales in southwest China are sluggish, cement prices in Sichuan and Chongqing continue to fall, and some regions have fallen back to the level before the price increase in June. Some markets in the surrounding Yunnan-Guizhou region are still pushing up in the week, and the implementation remains to be observed.

2024-08-02 17:25:15

According to the China Cement Network Market Data Center, the price of cement in the Pearl River Delta region of Guangdong in central and southern China has recovered by 10-15 yuan/ton, and the quotation in Guangxi is temporarily stable. Prices in some areas of the two lakes have fallen in the early stage, and the overall market is mainly stable this week.

2024-08-02 17:16:26

According to the market data of China Cement Network, affected by the high temperature weather and rainy season, the demand performance of Beijing-Tianjin-Hebei region is flat and the price is weak.

2024-08-02 17:12:52

According to the cement network market data center news, Ningxia prices continue to decline; Shaanxi region recently due to the contradiction between supply and demand and price competition led to a larger price reduction.

2024-08-02 16:39:35

According to the data center of China Cement Market, due to the low ex-factory prices in various regions, some regions began to resume pricing this week.

2024-08-02 16:30:32

The future demand for cement depends on the construction progress of new projects and continued projects. It is expected that cement demand will be difficult to improve in the future, and enterprises should reduce demand expectations in order to cope with the downward trend and develop rapidly.

2024-08-02 10:18:05

"There are two leading enterprises fighting in Guanzhong.".

2024-07-31 17:32:22

Demand is declining, supply is increasing, and the price of sand and gravel industry is adjusted in an all-round way.

2024-07-31 15:56:20

The industry must rationally face the current situation of insufficient demand.

2024-07-29 15:09:40

According to the China Cement Network Market Data Center, the Northeast region shut down the kiln again for 15 days in August, which played a supporting role in cement prices.

2024-07-26 17:06:09

According to the data center of China Cement Market, the intensity of peak staggering has been increased, and the price of cement in Yunnan-Guizhou region has been raised by 30-100 yuan/ton, and the implementation remains to be observed. Cement prices in some markets in Sichuan and Chongqing have dropped by 30-50 yuan/ton.

2024-07-26 16:56:03

In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).

2024-07-23 16:45:00

In the first half of this year, due to the continuous decline in real estate investment, the slowdown in infrastructure investment and the impact of rainy weather, the downstream demand of the cement industry was insufficient, the contradiction between supply and demand intensified, and the sales volume and price of the company's products declined year on year, resulting in a decline in operating income and profits.

2024-07-11 14:22:17

Tapai Group issued a performance forecast for the first half of 2024. The net profit attributable to shareholders of the listed company during the reporting period was RMB218,586,600 to RMB242,874,000, representing a decrease of 55% to 50% as compared with the same period of last year.

2024-07-09 09:30:18

There is little hope that the demand for cement on the real estate side will recover, and infrastructure will remain the "biggest reliance" for cement demand for a long time to come. If the demand for cement at the infrastructure end can not play a supporting role, or even decline by a large margin, the cement supply side will drive the cement to rise.

2024-07-01 12:02:26

According to the data center of China Cement Network, the cost of cement production has risen, and the price of cement in Dali and Lijiang areas of Yunnan has risen again by 30 yuan/ton. The market demand in Sichuan and Chongqing is weak, and local cement prices have fallen.

2024-06-28 17:06:31

Following the increase of cement price by 50 yuan/ton at the end of May, leading enterprises in Dali and Lijiang areas of Yunnan continued to notify the increase of cement price by 50 yuan/ton from June 25.

2024-06-26 16:51:15

The contradiction between supply and demand intensifies, and the price prospect of natural sand is worrying.

2024-06-26 15:22:12

Wang Jianchao believes that there are objective and subjective reasons for the current predicament of the cement industry.

2024-06-26 10:23:37

It is estimated that the profit of the cement industry in the first half of the year will be about 3.5 billion yuan (about 16.5 billion yuan last year), down about 76% from the same period last year.

2024-06-18 14:30:41

According to China Cement Network Market Data Center, driven by factors such as kiln shutdown and the implementation of the new national standard, the price of cement in Guangxi Province has risen by 30 yuan/ton, and the implementation remains to be observed. The Guangdong market is tepid, and the quotation is temporarily stable. After the market of the two lakes rose, the implementation was not good.

2024-06-07 16:54:49

The serious decline in demand, coupled with the fierce market competition, the low opening and low going of cement prices, continued to bottom out, and the loss of the industry expanded. The loss of the industry in the first quarter exceeded that of 2016, and the pressure of enterprise operation was unprecedented.

2024-05-31 14:35:19

Cement Big Data Research Institute of China Cement Network has recently conducted online research on some sand and gravel enterprises.

2024-05-30 17:03:14

Traditional investment in infrastructure construction is difficult to support strong demand for cement.

2024-05-30 16:02:02

According to the incomplete statistics of China Cement Network, there are about 24 companies with aggregate business in A-share motherboard and Hong Kong listed companies, of which 16 listed companies disclose specific aggregate income..

2024-05-28 16:59:57

Taiwan's cement industry has experienced a complete life cycle from germination, growth, prosperity to recession. Study Taiwan cement industry from the development since demand drops period, have draw lessons from a meaning very much to market of current mainland cement.

2024-05-28 11:53:23

According to the market data of China Cement Net, the price of cement in Guizhou has bottomed out and rebounded. Around the 20th, enterprises in most parts of the province notified the price of cement to be raised by 20-50 yuan/ton, and the implementation remains to be observed.

2024-05-24 15:36:32

Affected by insufficient infrastructure support and the continuous downturn of real estate, the demand of cement industry continued to be weak throughout the year. In 2023, the national cement output was 2.023 billion tons, down 5% from the same period last year. Under the influence of the decline in demand, the contradiction of excess capacity was further intensified, the market competition was extremely fierce, the price of cement dropped significantly, the industry profit shrank sharply again, the annual profit dropped by more than 50%, the development of the cement industry entered an unprecedented difficult period, and many companies suffered heavy losses.

2024-05-23 14:01:48

How is the cement industry in Hubei? Faced with the current situation, what are the views of cement enterprises in the region?

2024-05-23 13:38:17

According to incomplete statistics, there are about 34 listed companies developing commercial mixing business in A-share motherboard, Hong Kong stock and Taiwan stock, of which 8 companies take commercial mixing as their main business.

2024-05-21 17:09:01

The reduction of new construction projects and the weakness of infrastructure have a direct impact on cement demand.

2024-05-21 09:52:34

In 2023, Shanshui Cement realized business income of 18.116 billion yuan, down 15.69% year on year, and the net profit attributable to shareholders of listed companies was-884 million yuan, down 217.02% year on year.

2024-05-14 09:59:23

Overall, the "battle intensity" between local enterprises in the southern Henan market will slow down significantly in 2024, but the overall situation is still grim due to the decline in demand and the impact of cement from other provinces.

2024-05-09 21:25:45

In 2023, Tianrui Cement realized an operating income of 7.889 billion yuan, a year-on-year decrease of 28.64%; the net profit attributable to shareholders of listed companies was -634 million yuan, a year-on-year decrease of 241.27%..

2024-05-07 16:04:50

The economic slowdown is another challenge facing the U.S. cement market in 2024.

2024-04-28 17:17:33

In the first quarter of 2024, the demand for infrastructure fell short of expectations, housing projects continued to shrink, and the concrete industry continued to weaken. By the end of March, the National Concrete Price Index (CONCPI) closed at 122.38 points, down 1.8% from the beginning of the year. Compared with the same period in 2023, the concrete price index fell by 12.8%.

2024-04-22 10:18:23

Recently, a number of cement listed companies have been surveyed by institutions and expressed their views and judgments on the market trend this year.

2024-04-18 11:15:12

From January to March 2024, the cement output was 10,000 tons 33684, a decrease of 11.8% over the same period last year, an increase of 10.2 percentage points over the previous value. According to the full-caliber calculation, the output of cement in January-March decreased by 16.3% year-on-year.

2024-04-16 15:55:59

As the main body of the market, enterprises will give answers with their own practical actions.

2024-04-10 13:03:13

The person in charge of a core cement enterprise in eastern Guangdong predicts that the annual decline in cement sales in 2024 will be greater than that in the previous year.

2024-04-08 17:20:15

The general aggregate market is already fighting in the Red Sea, while the high-end fine aggregate market is still the blue sea market.

2024-04-03 14:16:17

In terms of thermal coal price, Chen Tianyu believes that: 1. Excess supply and demand is difficult to change, and the situation of periodic tightening will still occur; 2. Under the dual-track system, pay attention to the rhythm of non-electricity demand release; 3. The price of 5500 kcal coal around Bohai Sea will be 973 yuan/ton in 2023, and the price focus will continue to move down in 2024, fluctuating between 750-950 yuan/ton.

2024-04-02 11:28:11

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.