中国水泥网:出现“回流”,南方的水泥开始冲击河北市场

2022-06-27 09:36:21

“想守住市场很困难。”

“以前水泥价格是南高北低,南方市场需求高,北方水泥去南方江浙一带,但现在出现了‘回流’,南方的水泥进来了河北市场。”唐山一水泥企业负责人表示。  

2022年上半年即将结束,失去了一个水泥旺季后,河北市场的情况如何?进入传统淡季,河北水泥企业是否也陷入“价格战泥潭”?对此,中国水泥网与多家河北水泥企业进行了深入交流。  

据悉,受疫情管控、房地产市场下行影响,河北地区市场整体需求不佳,企业出货量仅在5成左右,加之原材料涨价、外来低价水泥冲击等,本地价格高位承压。近日河北唐山、承德、保定等地一些主要厂家继续松动下调水泥价格20-30元/吨,整体市场弱势运行。  

上半年整体行情下滑,企业处于不挣钱状态  

房产行业和基建投资是水泥行业的“晴雨表”,这两者开工情况直接影响水泥需求。但今年以来,河北房地产市场整体下行,6月21日,河北省统计局发布《2022年1-5月份全省房地产开发和销售情况》,数据显示,1-5月份全省商品房新开工面积1683.4万平米,同比下降38.4%。  

“下游需求疲软,几乎相当于停了。”唐山一水泥企业说到。据了解,邢台地区下游房地产占水泥需求的比重达到60%-70%。“上半年整体行情下滑,属于不挣钱的状态,企业控制不好可能会亏本。”当地水泥企业表示。  

对此,中国水泥网·大数据研究院水泥分析师李坤明表示水泥下游房地产占比大,房地产行业持续降温对水泥需求形成一定拖累,稳增长背景下基建发力预期较强,但基建项目难以立竿见影。预计下半年水泥市场需求仍然承压。  

“想守住市场很困难。”  

今年河北水泥企业到底有多难?  

错峰过后,企业库存仍处高位。据悉,河北省水泥熟料企业5月20日至6月10日,分区域自律错峰停产10天。但受多重影响,当地熟料库存仍普遍处于高位,达7-8成。中国水泥网大数据中心显示,6月17日,河北地区熟料库容比为70%。  

唐山一水泥企业负责人告诉中国水泥网,当水泥库存达到100%,不停也得停。邢台一水泥企业负责人也认为7月份市场淡季,企业可能还会停10天。  

进入6月,夏季用电高峰到来,煤炭供需更加紧张,水泥企业成本上涨。“现在煤炭价格在1500-1600元/吨,最近涨了300元左右。”秦皇岛一水泥企业表示。此外,据中国水泥网了解,河北唐山、邢台等地煤炭价格近期也涨了300-400元/吨。  

据悉,煤价每上涨100元,水泥吨生产成本会增加12元左右。此番煤价上涨,在成本端给水泥企业带来了不小压力。且受疫情、油价上涨双重因素影响,水泥企业煤炭进货也较为困难。随着水泥传统淡季的到来,河北地区水泥价格出现下滑,而成本上涨,给当地企业带来不小的压力。  

外来低价水泥冲击。长期以来,由于产品特性,水泥一直是传统意义上的短腿产品。如今,随着水运体系的不断优化提升,水运和公转水为代表的多式联运在水泥产品运输中得以应用,水泥企业逐渐打破距离的桎梏,不断开拓远方市场。而这给河北当地一些水泥企业带来了不小的冲击。“一些南方的低价水泥进来,像海螺、华润到天津的报价可能才400,几乎达到本地水泥的成本价,太低了。想守住市场很困难。”“河南水泥价格低,加上运输费用,价格也仅相当于本地水泥的出厂价。”河北多家水泥企业纷纷表示。  

但同时,也有企业认为外来水泥目前对市场影响不大。秦皇岛一水泥企业负责人表示:“当地水泥有品牌优势,与外来水泥相互协调,影响不大。”  

水泥需求疲软、库存高位运行、企业成本增加、外来水泥冲击等种种因素影响下,河北水泥企业举步维艰。面对这些情况,当地业内人士认为:“需求不行,销量不好,要尽量稳住当前的价格。避免打‘价格战’,打价格战对企业不利,肯定要吃亏。”在稳住价格的同时,该人士也认为,企业应尽量保住自己的市场份额,面对行业的整体发展形势,应保持头脑冷静。  

低迷的水泥行情何时能迎来复苏?市场格局变动之下,水泥行业又将面临哪些新挑战,获得哪些发展新机遇?2022年7月11-12日,中国水泥网将在杭州举办“2022中国水泥产业峰会暨TOP100颁奖典礼”,本次会议以“新挑战新机遇新生态”为主题,诚邀各位嘉宾一起深度探讨当前及未来水泥行业发展新态势,共襄盛举、共谋发展!  

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Demand declined, the contradiction between supply and demand intensified, and the domestic cement market as a whole was depressed in the first half of the year. However, from a regional perspective, the price situation in the northern region is relatively good, especially in Xinjiang, the three eastern provinces, eastern Mongolia and Hebei, where cement prices are at a relatively high level. Taking Hebei as an example, the big data of China Cement Network show that the overall cement market in Hebei has shown a steady upward trend since this year, and the development trend of the industry is relatively stable. Local cement enterprises said that at present, the bulk ex-factory price of Hebei P.O42.5 cement is basically maintained at 310-330 yuan/ton. "Although it can not be compared with the peak period, in the current industry environment, it has been

2024-09-27 17:30:26

Rainwater in the south has decreased recently, but the growth rate of downstream construction demand is limited, and the price of concrete is mainly stable. From June 27th to July 3rd, the national concrete price index closed at 117.92 points, and the ring ratio remained stable.

2024-07-05 17:34:54

High temperature weather exerts pressure on Henan cement market, so the trend of cement price is overshadowed, there is a risk of another decline, and the situation is not optimistic.

2024-06-13 15:02:53

Recently, there is still too much rain in some regions of China, and the demand for concrete market is running at a low level, but the overall price decline has narrowed due to the impact of cost support. From May 27 to May 31, the national concrete price index closed at 118.55 points, down 0.31% annually and 13.61% year-on-year.

2024-05-31 17:14:10

Generally speaking, the regional trend shows the characteristics of "rising in the north and falling in the south", and the national market shocks downward.

2024-05-13 11:37:00

Generally speaking, the national cement price continues to rise, but the foundation is not solid, and the risk of falling back is high.

2024-04-22 12:35:11

The downstream construction in the northern region is still general, the demand recovery is less than expected, and the cement price is weak and stable; the shipment in some parts of the southern region has improved, coupled with the long-term low price operation, the enterprise has a strong willingness to raise prices. Generally speaking, the recovery of demand is limited, but driven by the general rise in the Yangtze River Delta region, the national cement price has stopped falling and turned to rise.

2024-04-15 15:30:35

According to the China Cement Network Market Data Center, some enterprises in Henan began to stop kilns at the wrong peak, the two lakes region had a strong willingness to raise prices, and prices in Guangdong and Guangxi were under pressure.

2024-04-12 17:09:16

Looking forward to the second quarter, with the gradual stabilization of real estate and the accelerated issuance of special bonds, demand is expected to continue to release, but we should also be alert to the adverse factors such as insufficient funds, the arrival of rainy season and busy farming season, the amount of project start-up may be variable, the overall demand may still be less than the same period, and the space for cement price to rise under high inventory pressure. It is expected that the profit level may be at a low level in recent years.

2024-04-12 16:16:19

On April 7, the National Cement Price Index (CEMPI) closed at 104.94 points, down 0.48% annually and 25.37% year-on-year.

2024-04-07 21:18:28

Generally speaking, the national cement price continues to be weak.

2024-01-29 11:53:54

According to the market data of China Cement Net, the cement price in Beijing-Tianjin-Hebei region was stable as a whole this week. Leading enterprises in Shijiazhuang and surrounding areas of Hebei Province recently called for an increase of 50 yuan/ton, but the current demand is not high, new orders are few, and the price increase has not been implemented.

2024-01-19 14:38:06

According to an enterprise in central Hebei, the big drop in cement prices in Hebei in 2023 was mainly due to the price war in the southern market, which caused cement prices in Shandong, Henan and other places to drop sharply and had to rush northward at a low price.

2024-01-19 10:34:15

In the fourth quarter, the construction in some regions in China was gradually completed, and the scale of rush work was less than that of the same period in previous years. In addition, the focus of the work of the mixing station shifted to repayment, the market supply and demand continued to weaken, and the price of concrete was mainly low. Overall, the national commodity concrete price index (CONCPI) fell 2.98% in the fourth quarter.

2024-01-04 15:35:25

The national cement price index (CEMPI) was 113.53 points at the beginning of December and closed at 113.37 points at the end of the month, up 0.21% from the previous month and down 19.96% from the previous year.

2024-01-03 14:34:56

The number of days of off-peak kiln shutdown is increasing rapidly year by year, but the effect of off-peak production is weakening year by year. Especially this year, with the further sharpening of the contradiction between supply and demand, the impact of off-peak kiln shutdown on the cement market has been greatly weakened.

2024-01-02 09:06:26

国内气温普遍回升,南方局部需求略有改善,但混凝土价格易跌难涨,实际成交继续稳中有降。12月25日至12月29日,全国混凝土价格指数报收124.79点,环比下跌0.26%,同比跌幅为11.58%……

2023-12-29 17:22:21

难关未过,未来已来。接下来,让我们一起回顾2023年水泥行业热点事件,总结过往,戮力前行。

2023-12-28 11:49:29

2023年,受房地产持续调整等影响,水泥行业发展景气度继续下降。一季度下游复工情况尚佳,整体需求好于同期;二、三季度“旺季不旺、淡季更淡”,需求减弱明显,加之市场竞争激烈,水泥价格持续走低;四季度需求弱势恢复,水泥价格小幅上涨。总体来看,2023年水泥产量创下近13年新低,尽管煤价重心有所下移,但水泥价格降幅较深,行业利润大幅萎缩。展望2024年,我们认为地产对水泥需求拖累减弱,水泥产量或将小幅下降,产能过剩压力下水泥价格中枢下移,行业效益难言乐观。

2023-12-22 17:20:42

12月8日,全国水泥价格指数(CEMPI)报收113.7点,环比上涨0.15%,同比下跌23.72%。

2023-12-08 18:25:52

据中国水泥网行情数据消息,京津、内蒙古地区市场无明显变化。

2023-12-08 18:05:08

水泥市场震荡上涨;水泥行业专属对话大模型ChatCEM即将上线;撤销!海螺水泥多个新建熟料线项目何去何从

2023-12-05 15:44:14

11月初全国水泥价格指数(CEMPI)为109.69点,月末报收113.13点,环比上涨3.16%,同比下跌25.74%。

2023-12-01 17:06:06

总的来看,仅有少数地区仍在推涨,全国水泥价格行情止涨转跌。

2023-11-27 13:33:51

多地气温继续下降,局部地区雨雪天气明显,市场需求持续走弱,预计下周水泥价格弱稳运行。

2023-11-19 11:45:24

本周五,全国水泥价格指数(CEMPI)报收110.82点,环比上涨0.25%,同比下跌28.09%。

2023-11-12 12:39:47

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2023-11-01 16:35:31

10月初全国水泥价格指数(CEMPI)为106.53点,月末报收109.66点,环比上涨2.88%,同比下跌28.91%。

2023-11-01 16:29:16

据中国水泥网行情数据中心消息,周内四川多数地区企业通知上调水泥价格30-60元/吨,而周边云南方向部分市场水泥价格大幅下跌50元/吨左右。

2023-10-27 17:40:05

2023年前三季度,受房地产持续调整等影响,水泥需求疲软,行业低迷运行。一季度下游复工情况尚佳,整体需求好于同期,二、三季度“旺季不旺、淡季更淡”,需求减弱明显,加之市场竞争激烈,水泥价格持续走低。前三季度水泥产量创下近13年来新低,尽管煤价重心有所下移,但水泥行业利润仍出现大幅萎缩。展望四季度,我们认为水泥行业需求可能不及同期,由于需求弱势,加之企业库位较高,价格上涨阻力重重,均价或仍将下降。全年来看,水泥需求将面临较大下行压力,行业效益降幅仍大。

2023-10-24 17:06:00

河北、湖北水泥推涨; 1.塔牌集团:前三季度净利润同比预增470%-510%! 2.熟料线停产,多家水泥企业招募破产重整投资人 3. 江西八家水泥企业获评2023年省级“绿色工厂” 4.西部水泥乌兹别克斯坦6000t/d熟料线回转窑顺利合龙

2023-10-12 13:39:02

混凝土企业最新调研纪要;宜城南方7000t/d熟料生产线项目竣工;海螺水泥:减少毛利率相对较低的水泥熟料贸易业务

2023-09-26 13:32:04

据中国水泥网行情数据中心消息,中南地区市场需求销量疲软,企业库存高位运行。周内局部市场水泥价格仍有松动,整体行情弱稳运行。

2023-09-08 17:07:18

辽宁金中合资公司成立后,按照股东双方的战略要求,立足辽宁,开展水泥行业整合工作,现已完成双方在辽企业的尽职调查及审计评估现场工作,其他各项前期准备工作正在稳步推进中。

2023-08-31 12:18:19

上涨势头能够持续多久?后市行业利润表现又将如何?

2023-08-21 11:25:39

尽管当前需求无明显改善,但各地价格跌至低位,企业涨价意愿强烈,预计下周水泥价格或将逐步企稳。

2023-08-13 10:43:41

2023年上半年,受宏观经济下行和市场需求不足影响,水泥行业延续2022年以来低迷态势。一季度下游复工情况较好,整体需求好于同期,进入二季度后旺季不旺,需求减弱明显,加之市场竞争激烈,水泥价格跌跌不止。上半年,水泥产量创下2012年来新低,尽管煤价有所走低,但水泥行业利润仍出现大幅萎缩。展望2023年下半年,我们认为水泥行业需求相较于上半年会有一定程度好转,价格将会出现季节性反弹,由于需求恢复有限,企业库位较高,价格反弹力度或将有限。全年来看,水泥需求将面临下行压力,行业效益降幅仍大。

2023-08-02 09:43:33

“旺季不旺,淡季更淡,导致当前水泥均价已经处于近五年以来的低点。”

2023-07-27 09:36:49

据全国水泥价格指数(CEMPI)显示,截至7月初,该指数报收117.01点,同比下跌19.25%。自今年4月开始,该指数持续下行,一路跌至近5年新低。

2023-07-04 13:12:06

6月中下旬,各地高温多雨,下游施工清淡,需求进一步走弱,水泥价‍格延续跌势,弱需求、高库存、资金紧张是今年上半年水泥行业存在的普遍现象。

2023-07-04 09:25:47

本周五,全国水泥价格指数(CEMPI)报收117.61点,环比下跌1.28%,同比下跌19.09%。

2023-06-30 18:50:13

南方受到雨热天气影响,市场处于淡季状态,混凝土需求多有下滑,混凝土价格以跌为主。本周全国混凝土价格指数报收132.71点,环比下跌0.92%,同比跌幅为9.52%……

2023-06-30 17:13:43

后市预测:行业正式进入淡季,市场竞争激烈,企业库存普遍高位承压,预计近期水泥价格仍将延续跌势。

2023-06-12 09:47:15

[水泥大数据研究院]水泥产业链指数运行周报(2023.6.9)

2023-06-09 17:24:15

本周全国多地受雨水天气以及中高考因素影响,施工进度放缓,混凝土需求呈现下滑趋势,局部价格仍有下调。本周全国混凝土价格指数报收135.59点,环比下跌0.46%,同比跌幅为8.59%……

2023-06-09 17:08:27

当前水泥行业行情低迷、产能过剩局面依旧严峻。供需失衡的格局下,单一的产业结构已无法支撑企业立足当前复杂的市场形势,节能减碳、降本增效、产业转型升级、优化资产配置、增强核心竞争力才能维持水泥行业健康长远发展。

2023-06-07 09:26:07

后市预测:需求延续弱势,库存高位承压,预计下周水泥价格仍将下跌,但跌幅或有收窄。

2023-06-04 13:12:23

本周五,全国水泥价格指数(CEMPI)报收125.48点,环比下跌1.78%,同比下跌19.86%。

2023-06-02 18:56:38

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.