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

In October, with the gradual decline of the national temperature, the northern project came to an end, and there was a small-scale rush to work in some areas, while the southern construction activities increased, the demand warmed up, and the shipment volume increased slightly. On the supply side, a number of sand and gravel aggregate projects have been successfully put into operation, production capacity has been released rapidly, sand and gravel prices have stopped falling slightly, and have entered a narrow range of volatility.

2024-11-05 11:42:36

Looking forward to the fourth quarter, we believe that the demand for cement will continue to weaken, but under the background of the rising voice of "anti-involution" and the increasing awareness of self-help in the industry, enterprises will intensify their efforts to limit production, cement prices are expected to rise, and industry benefits will continue to be restored. Throughout the year, cement demand will face greater downward pressure, and the industry's profit decline is still large.

2024-10-30 17:15:19

According to the data center of China Cement Market, cement prices in many places in East China continue to rise, and prices in some areas show signs of falling, and the specific situation needs to be tracked. For example, cement prices in Jiangxi are basically stable this week. Since the 8th, all parts of Jiangxi have been notified to push up the cement price by 20-30 yuan/ton. At present, the market is generally in a stable state after the price increase, and the price has not fluctuated significantly.

2024-10-18 17:33:36

Market demand has not improved, although the price of raw materials has been pushed up, the price of concrete is mainly stable.

2024-09-27 15:20:26

Recently, the price of raw materials has shown an upward trend again, but due to the lack of new orders in the concrete market and the fierce competition among enterprises, the focus of transactions continues to decline steadily. From August 29 to September 4, the national concrete price index closed at 113.17 points, down 0.45% annually and 11.09% year-on-year.

2024-09-06 17:22:16

The price of raw materials in the Yangtze River Delta region of East China has been rising, and the price of concrete is weak and stable.

2024-09-06 12:01:33

Affected by the environment in East China, demand has not improved, and prices in some areas have fallen this week.

2024-08-23 17:17:05

Due to the rainy weather in Zhejiang, the market demand is general, and the shipment volume is about 6-7%. In order to promote sales, some manufacturers reduce the price of cement, and try to push up the price to enhance market confidence, but the actual implementation remains to be observed. The overall market demand in Jiangsu has not improved significantly, with shipments hovering at 4-6% of normal production capacity. Manufacturers in southern Jiangsu have reduced prices for promotion, while the markets in northern and central Jiangsu are expected to face a downward trend.

2024-08-16 16:37:36

Due to the continuous high temperature weather in Jiangsu and Zhejiang, the demand of construction industry has weakened, resulting in a general decline in cement sales, and the price of cement in some areas has dropped by 20-35 yuan/ton, among which Yangzhou, Taizhou, Huaian, Nanjing, Zhenjiang and other places in Jiangsu have been greatly affected. Due to the high temperature weather in Anhui, the construction site slowed down, the demand was weak, and the cement price in Ma'anshan, Chuzhou, Hefei and other areas was reduced by 10-20 yuan/ton. Cement prices in Zaozhuang, Linyi, Jining, Tai'an and other places fell by 10-30 yuan/ton due to cloudy weather and the resumption of clinker production in Shandong.

2024-08-09 16:18:24

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

Looking forward to the second half of 2024, we believe that the demand for cement will improve compared with the first half of the year, and the price will continue to rebound. However, under the constraints of weak demand and serious overcapacity, the repair of cement price is limited. Throughout the year, cement demand will face

2024-08-01 09:19:52

In order to reduce inventory pressure, cement prices showed signs of a slight decline.

2024-07-26 15:37:00

Some regions in China are affected by high temperature and rain weather, coupled with insufficient new projects, the price of concrete is weakening. From July 11th to July 17th, the national concrete price index closed at 116.73 points, down 0.47% from the previous month.

2024-07-19 17:35:12

According to the China Cement Network Market Data Center news, many off-peak production, in order to reduce inventory pressure, cement prices slightly declined signs.

2024-07-19 15:20:00

According to the China Cement Network Market Data Center news, the northeast region continued to implement the staggered peak kiln shutdown, clinker supply shortage, 5-10 days to push up 50-60 yuan/ton.

2024-07-12 17:29:19

According to the data center of China Cement Market, the price of cement in Guangdong and Guangxi markets has been stable this week, and the price in Hainan has fallen sharply. Prices in Hubei are mainly stable, while prices in Changsha-Zhuzhou-Xiangtan are falling.

2024-07-12 17:23:24

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-07-12 15:40:36

On the 8th, some major manufacturers in Nanjing, Zhenjiang, Yancheng, Yangzhou, Taizhou, Nantong, Suzhou, Wuxi, Changzhou, Huaian and other areas notified an increase in cement prices of about 30-50 yuan/ton.

2024-07-10 14:35:10

The terminal market demand is bleak, and the concrete price is weak and stable.

2024-07-05 16:46:41

According to the cement network market data center news, the overall market is stable and weak, some enterprises in Hanzhong area of Shaanxi Province notified an increase in cement prices by 50 yuan/ton, the implementation remains to be observed.

2024-07-05 16:15:11

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-07-05 16:08:54

The recent rainy weather is still continuing, the downstream construction progress is slow, local shutdown occurs, and the price of concrete is stable and small. From June 20th to June 26th, the national concrete price index closed at 117.92 points, down 0.19% from the previous month.

2024-06-28 18:10:43

Affected by continuous rainfall, the price of concrete is weak.

2024-06-28 16:17:02

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-06-28 15:27:41

According to China Cement Network Market Data Center, after entering the Meiyu season, with the continuous rainfall causing many construction sites to be blocked, the demand for cement has decreased significantly, the market has entered a downturn, and cement prices in many places have fallen this week.

2024-06-21 15:20:15

Affected by continuous rainfall, the price of concrete is weak.

2024-06-21 14:50:11

According to the China Cement Network Market Data Center, the price of cement in some markets in Sichuan and Chongqing has been raised by 50-130 yuan/ton, which is a large increase, and the actual implementation remains to be observed.

2024-06-14 20:06:50

According to the data center of China Cement Market, the high temperature weather continues, the demand is flat, and the price has stabilized in many places.

2024-06-14 19:37:39

After the festival, the market demand in most regions tends to be weak, and the focus of concrete transactions is mainly stable. As of June 12, the national concrete price index closed at 118.39 points, down 0.03% annually and 12.69% year-on-year.

2024-06-14 17:35:49

Demand is in the off-season, and the price of concrete is weak and stable.

2024-06-14 15:20:19

According to the data center of China Cement Market, in the traditional off-season of June, demand has declined, and cement prices around the country have fallen.

2024-06-07 13:59:27

Recently, domestic demand is still relatively flat, the cost pressure of mixing stations is increasing, and the Northeast continues to rise. As of June 7, the national concrete price index closed at 118.42 points, down 0.11% annually and 13.07% year-on-year.

2024-06-07 00:41:49

On the 1st, the actual transaction prices of some major manufacturers in Suzhou, Wuxi, Changzhou, Nantong, Yancheng, Yangtai and other places fell by about 20 yuan/ton.

2024-06-06 16:22:13

The overall demand is flat, and the price of concrete is weak and stable.

2024-05-31 14:00:33

According to the industry, the main reasons for the rise in cement prices in many places in this round are as follows: 1. Cement prices have been at the cost line in the early stage, and cement enterprises have a strong willingness to raise prices and reduce losses; 2. Most regions continue to carry out peak-shifting production measures, and the relationship between supply and demand in the market has improved; 3. The new national standard for cement will be implemented on June 1, and the implementation of the new national standard will increase the cost of cement production.

2024-05-31 09:52:50

China Cement Network Market Data Center news, driven by raw materials in East China, Jiangsu, Zhejiang, Shanghai, Anhui and other places in the week notified an increase in cement prices of about 10-50 yuan/ton.

2024-05-24 15:36:57

Demand is poor, and concrete prices in some regions have begun to decline..

2024-05-24 14:36:22

According to China Cement Network Market Data Center, cement prices in Zhejiang, Jiangsu, Shanghai, Guizhou and other places have increased by 20-50 yuan/ton recently.

2024-05-22 09:34:30

According to the data center of China Cement Market, the overall demand for cement in East China has been bleak in recent years, and cement prices in many places have been lowered to varying degrees.

2024-05-17 17:31:09

The market demand performance is general, and the commercial mixed market is expected to decline.

2024-05-17 15:40:53

According to the data center of China Cement Market, prices in some parts of East China have declined this week, but many places have stabilized prices.

2024-05-11 16:48:37

Major manufacturers in Shanghai and central and southern Jiangsu have lowered cement prices by about 10-20 yuan/ton.

2024-05-10 16:02:59

By the end of April 2024, the National Gravel Price Index (CSPI) closed at 82.95 points, down 0.73% annually and 4.24% year-on-year. The National Machine-Made Sand Price Index (MSPI) closed at 85.95 points, down 1.34% month-on-month and 7.87% year-on-year..

2024-05-08 16:53:52

At the beginning of April, the National Cement Price Index (CEMPI) was 104.8 points, closing at 108.1 points at the end of the month, up 2.51% annually and down 20.36% year-on-year.

2024-05-07 16:54:23

Rainwater in some regions of China is still on the high side, coupled with tight market funds, limited actual demand increment, coupled with weak cost-side support, concrete prices continue to fall. By the end of April, the National Concrete Price Index (CONCPI) had closed at 120.21 points, down 1.77% from the end of March and 13.35% from the same period last year.

2024-05-06 18:10:56

Affected by the decline in raw material prices in East China, concrete prices also fell slightly this week.

2024-04-26 15:23:49

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.