江苏:市场或将延后启动 年内水泥需求不甚乐观

2022-02-22 15:54:44

一些水泥厂已经复工复产,但由于下游市场启动慢,水泥销量有限。

近日,安徽、重庆、四川、云南、内蒙古、广西等多地水泥价格也开始陆续上涨。水泥涨价市场范围不断扩大。

全国水泥市场是否将要迎来升温呢?长三角行情通常是全国水泥市场的“风向标”,为此中国水泥网近日对长三角核心市场之一的江苏水泥市场进行了调研。

水泥企业复工复产以待下游市场启动

据调研反馈信息来看,江苏部分水泥企业由于错峰生产、停窑检修和下游市场未启动等原因,目前仍处于停产状态。

据了解,去年年底江苏省建材行业协会印发了《2022年江苏省水泥行业错峰生产停窑及核查方案》的通知。要求江苏39条生产线全年停窑总天数不少于70天,其中春节期间(1月1日-3月31日)停窑35天。

“我们厂的两条熟料窑一条正常生产,一条在检修。正检修的这条线计划到25号才能正常生产。”徐州一水泥企业在与中国水泥网交流时称。盐城、常州等水泥企业在与中国水泥网交流时称,目前企业熟料生产线正在错峰停窑,具体何时开工生产要看下游市场需求。

值得注意的是,苏州等受疫情影响严重的区域水泥生产销售受到较大限制。“受疫情等因素影响,下游基本没复工,我们企业目前也没有销量。”苏州一粉磨企业负责人表示。据一位长期观察江苏水泥市场的业内人士表示,部分市场将会延后启动。

此外,也有一些水泥厂已经复工复产,但由于下游市场启动慢,水泥销量有限。

“水泥厂已复工生产,但工地尚未启动,当前每天水泥发货量只有几百吨。”南京一水泥企业人士称。“下游市场还没启动,不少搅拌站还处于停产期间,预计2月下旬市场需求才能稳步恢复。”南京另一水泥企业销售负责人表示。

在调研过程中了解到,位于镇江的两家熟料厂均已复工复产。两家企业相关人士表示,随着下游施工人员相继到岗,市场将逐步启动。

根据中国水泥网跟踪的江苏省施工指数来看,截止2022年2月22日,江苏省施工指数为40.7,施工条件一般,不过施工条件正在好转。

水泥库存尚处于较高位置

南京、常州、盐城等多个区域水泥企业相关人士在接受中国水泥网调研时均指出目前其企业水泥熟料库存处于高位。

“我们企业目前水泥熟料库存在70%左右。”南京一水泥企业生产处负责人称。常州一家水泥企业负责人称,当前下游都还没有复工,企业的水泥熟料库存都是满的。

根据中国水泥网水泥大数据市场监测显示的数据反馈来看,江苏水泥库容比为75%,水泥库存处于较高位,但累库力度在减弱。

江苏水泥库容比%

2022江苏水泥需求:有人欢喜有人忧

在本次市场调研中,谈及对2022年当地水泥行业的总体形势预判时,不少企业表示,今年江苏市场水泥需求预计将不如去年,主要原因在于今年江苏当地房地产形势不容乐观,且重大基建项目资金到位不及时,项目开工及施工进度缓慢等影响,但整体降幅有限。

悲观情绪比较明显的市场主要在徐州、常州等城市,房地产及基建项目下滑带来的影响将比较明显。“由于房地产形势不稳和重大项目减少,预计今年水泥需求会有10%—20%的下滑。”常州一企业人员担忧道。徐州一企业负责人也表示,预计整个徐州水泥需求较2021年将减少20%。

相比之下,南京、苏州等地水泥企业对今年水泥市场需求判断,则要比省内其他地区乐观一些。“整体来看南京水泥需求比去年略低。”一位长期跟踪了解南京市场的业内人士表示。

此外,由于年内项目储备仍比较充足,苏州市场的相比省内多数调研地区而言,情况最为乐观。“从企业周边来看,市场2022年水泥需求方面有望与2021年持平,但企业利润将不如2021年,不过整体而言持乐观态度。”苏州一水泥企业负责人表示。“我们当地及周边重大项目一直不少,有利地支撑着本地水泥需求。”一苏州行业协会人士自信道。

日前,江苏省印发《2022年省重大项目清单》,其中共安排实施项目220个、储备项目27个,年度投资5590亿元,较上年增加60亿元。其中,基础设施项目28个,年度投资2162亿元。

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Correlation

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2024-11-22 17:30:12

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2024-11-22 16:48:10

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2024-10-18 17:33:36

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2024-09-27 15:20:26

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2024-09-06 12:01:33

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2024-08-23 17:17:05

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2024-08-16 16:37:36

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2024-08-09 16:18:24

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2024-07-19 15:20:00

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The Net Zero Industrial Awards recognize and celebrate outstanding innovation in industrial decarbonization, focusing on people and projects that are revolutionizing energy-intensive industries and dramatically reducing greenhouse gas emissions. Cemex 's Solar clinker project is in partnership with cleantech company Synhelion, which developed the high-temperature solar thermal technology it uses