中国水泥网:新一轮错峰生产开启 湖南水泥企业情况如何?

2022-10-21 16:16:47

综合来看,高企的煤价大幅提高了水泥企业的生产成本,但水泥价格和需求都未明显恢复,水泥企业面临的形势依然严峻,“还要加油干才行”或许也是湖南大多数水泥企业的心声。

日前,湖南省发布了新一轮错峰生产计划。根据要求:2022-2023年大气污染防治特护期间,长株潭及传输通道城市(岳阳市、常德市、益阳市)水泥熟料生产线错峰生产天数基数为80天,其他州市为75天,其中2022年第四季度(10月16日-12月31日)错峰生产时间不少于30天。

错峰停产叠加传统的四季度旺季,湖南水泥行情是否有所好转?

“四季度需求并没有太大改善,销量和价格都上不去。”湖南长沙一水泥企业生产负责人对中国水泥网表示,目前大部分厂在错峰停产,该企业10月已经停产了10天,现在发货量不及往年一半。“个人预测,今年全年需求跟往年相比,同比下滑30%左右,湖南地区企业估计都差不多。”该负责人补充道。

张家界一水泥企业负责人也表达了类似的观点,“今年全年需求同比去年预计下降30%左右,目前销量还是上不去,水泥价格倒是上涨了几十。”

“现在处于错峰停产状态,四季度情况比之前好一点,但是发货量也就是往年一半左右。”湖南株洲一水泥企业反馈。

从中国水泥网发布的湖南水泥价格K线图来看,今年以来,湖南地区水泥价格持续下滑,尽管目前价格有所反弹,但依然处于较低水平。

而与低迷的水泥价格呈鲜明对比的则是仍在上涨的煤价,据湖南省商务厅10月18日发布的消息,10月10日-10月16日全省煤炭市场价格上涨,供应趋紧。在国际煤炭价格高企、全省煤炭供应趋紧需求强势的背景下,预计后续一周全省煤炭市场价格将呈震荡偏强态势运行。

同时,湖南省商务厅指出,水泥行业总体还处于疲弱状态,旺季行业景气度虽有所回暖但仍不及往年。房地产占到水泥需求一半以上,当前水泥市场需求主要来自基建拉动,房地产投资低迷没有明显改善,水泥市场需求全面恢复还有待时日。

综合来看,高企的煤价大幅提高了水泥企业的生产成本,但水泥价格和需求都未明显恢复,水泥企业面临的形势依然严峻,“还要加油干才行”或许也是湖南大多数水泥企业的心声。

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Correlation

In 2024, India's domestic cement industry underwent a major consolidation, with fierce competition between two giants, Chaoke Cement, led by Aditya Birla Group, and Ambuj and ACC Cement, owned by Adani Group. The two companies have aggressively expanded through massive mergers and acquisitions. Chaoke Cement and Adani Cement have acquired 50 million tons per year of capacity for $4.5 billion to consolidate their respective market positions and achieve planned growth.

2025-04-03 13:43:22

According to China Cement Market Data Center, the northwest cement market has recovered weakly, the market in Shaanxi has stabilized in stages, and the price of Gansu, Qinghai and Ningxia has stabilized under the new rising fatigue.

2025-03-31 15:34:56

According to the China Cement Network Market Data Center news, the price of cement in Guangxi started the second round of 20 yuan/ton increase, and the price in Guangdong was mixed. The price of cement in many places in the two lakes has risen by about 30 yuan/ton.

2025-03-31 15:04:34

According to China Cement Market Data Center, the Yangtze River Delta region in East China is planning to continue to push up cement prices by 20-30 yuan/ton around the end of the month, and the implementation is to be tracked. The implementation in Shandong is not good enough, and some of them have fallen back to the level before the rise.

2025-03-31 14:52:47

The purpose of OCC is to prevent involution, adhere to peak-shifting production and capacity reduction on demand, maintain the prosperity and stability of the Yangtze River cement industry, and achieve high-quality development. At present, the biggest problem is how to make small and medium-sized enterprises cooperate.

2025-03-25 14:15:46

From a policy point of view, it is quite beneficial for enterprises to supplement their production capacity to the industry. If the policy is strictly implemented, the effective production capacity of Jiangxi Province will be reduced by nearly 10 million tons. In the implementation of off-peak production, it is necessary to accurately predict the market demand, comprehensively consider the inventory situation of enterprises, and then determine a reasonable off-peak time, the inventory level should not be higher than 50%.

2025-03-25 13:48:46

According to the information from China Cement Market Data Center, the cement market in North China has shown a trend of regional differentiation. The price in Beijing, Tianjin and Hebei has stabilized at a high level, and the recovery of downstream demand has promoted the improvement of supply and demand. The recovery in Shanxi and Inner Mongolia is slow due to the weak demand, and the implementation of price adjustment measures by enterprises still needs to be observed.

2025-03-24 15:19:07

According to China Cement Market Data Center, cement prices in the Yangtze River Delta region of East China have stabilized after rising as a whole, and cement prices in Fujian are brewing to continue to rise. The implementation in Shandong is not good enough, and some of them have fallen back to the level before the rise.

2025-03-24 14:57:35

According to the data center of China Cement Network, the cement market in Northeast China was stable as a whole last week, and the price did not fluctuate significantly.

2025-03-24 14:17:15

Weak Recovery of Commercial Mixed Market Demand in Northwest China..

2025-03-14 16:53:48

According to the data center of China Cement Network, the overall price of cement in Northwest China is stable, the demand is weak, and the supporting factors for price increase are insufficient.

2025-03-07 17:55:06

According to China Cement Market Data Center, cement prices in central and southern Guangdong, Pearl River Delta and western Guangdong have narrowed compared with the notification range, while market quotations in Guangxi have not changed significantly. At present, there has been a callback in Hunan's previous price increase area, and there has been no major change in Hubei.

2025-03-07 17:36:55

On the 7th, the Henan regional notice raised the price of high-standard cement by about 50 yuan/ton and the price of low-standard cement by about 30 yuan/ton, and the implementation remains to be observed.

2025-03-07 14:05:09

Since the 28th, enterprises in Nanchang have once again lowered the price of cement by about 20 yuan/ton, and the market as a whole is mainly weak..

2025-03-05 15:21:22

Major cement enterprises in northern Hebei have notified that the price of cement will be raised by 100 yuan/ton from March 4.

2025-03-03 16:20:36

The price of commercial mixing in central and southern China is weak.

2025-02-28 16:22:09

According to the data center of China Cement Network, the market in the Pearl River Delta, western Guangdong and northern Guangdong in central and southern China notified the price of cement to be raised by about 20-40 yuan/ton, while the price in Guangxi remained stable. Hunan Changsha-Zhuzhou-Xiangtan and other places began to push up the price of cement by about 10-20 yuan/ton, while the price of cement in eastern Hubei went down slightly.

2025-02-28 16:16:39

According to China Cement Market Data Center, cement prices in the Pearl River Delta region of Guangdong in central and southern China have continued to fall by 10-20 yuan/ton in recent days. It is expected that the price of enterprises will rise by 30 yuan in a few days, and the market in Guangxi will be weak and stable. Demand recovered slowly, and the price of cement in the two lakes area dropped by 10-20 yuan/ton.

2025-02-21 17:26:13

According to China Cement Network Market Data Center, cement prices in East China, Yangtze River Delta, Shanghai, Southern Jiangsu and other places began to increase by 20 yuan/ton this week, and the rest of the market will follow up. The price of cement in Fujian has risen by 10 yuan/ton, and the implementation remains to be observed.

2025-02-21 17:22:06

The price of commercial mixing in central and southern China has been slightly loosened.

2025-02-21 16:21:02

Recently, some enterprises in Yichang, Jingzhou and other places have begun to reduce the price of cement by about 20 yuan/ton, and the rest of the industry in the region will follow up one after another..

2025-02-20 15:20:12

Since the 18th, enterprises in Shangrao, Jingdezhen and Yingtan areas in Northeast Jiangxi have lowered the price of bulk cement by 20 yuan/ton, and the price of bagged cement by 30-40 yuan/ton..

2025-02-20 10:42:53

According to China Cement Market Data Center, after the Spring Festival in central and southern China, the transaction price of some enterprises in western Guangdong fell by 20-30 yuan/ton, while the overall quotation of the rest of the market stabilized. Prices in Nanning, Guangxi, continue to decline, and the rest of the market may have sporadic follow-up downward expectations. The overall market in Hunan and Hubei is stable and small, and there are signs of price reduction in some markets.

2025-02-14 17:11:15

According to China Cement Network Market Data Center, some enterprises in the Pearl River Delta region of Guangdong in central and southern China tried to push up the price of cement by 30 yuan/ton this week, and the implementation remains to be observed. After the cement prices in various markets in Guangxi have declined to varying degrees, the market has gradually stabilized. The market of the two lakes has not changed much this week, and prices are mainly stable.

2025-01-17 17:39:15

According to China Cement Market Data Center, The cement market in southwest China is weak. The cement market in Chongqing is weak, and the current demand shows a weakening trend. However, the policy of staggering peak and stopping kilns is implemented in the region, the inventory of manufacturers is not high, and most enterprises mainly stabilize prices.

2025-01-10 17:13:20

According to the China Cement Network Market Data Center, cement prices in the central and southern regions of Guangdong and northern Guangdong were lowered by about 20 yuan/ton this week, while the Pearl River Delta market was temporarily stable after falling. Cement prices in many places in Guangxi began to decline by 20-30 yuan/ton. Cement prices in the two lakes region are mainly stable, and cement prices in some areas have begun to pull back.

2025-01-03 17:39:32

The market demand for concrete in southwest China is low and the price is weakening.

2025-01-03 17:34:28

From the sharp decline in production to the fierce competition in the market, from the imbalance between supply and demand to the continuous shrinkage of benefits, every event has a profound impact on the future direction of the industry. Let's use these key words to review the cement industry in 2024. They not only record the hard journey of the industry, but also indicate the dawn of future development.

2024-12-31 09:15:34

According to the China Cement Network Market Data Center, cement prices in the central and southern regions of Guangdong and Guangxi have generally declined this week, and cement prices in the two lakes regions are mainly stable. Recently, the temperature in Henan has dropped significantly, the main core market is affected by heavy pollution weather, the construction progress is limited, the market demand is weak, coupled with the poor implementation of some enterprises, the market competition is intensified.

2024-12-27 17:17:01

Demand is low, and cement prices of some enterprises in Guangxi have been lowered by 25-30 yuan/ton recently.

2024-12-25 15:50:51

According to the China Cement Network Market Data Center, prices in the Pearl River Delta and western Guangdong markets in central and southern China have loosened and declined, while prices in Guangxi remain stable. Cement prices in many places in Hunan have risen again, and prices in Hubei are mainly stable.

2024-12-20 17:55:11

According to China Cement Net Market Data Center, the price notice in central and southern Zhejiang and coastal markets in East China was raised by 10-20 yuan/ton this week, and the implementation remains to be observed, while the rest of the market is running steadily and weakly as a whole.

2024-12-20 17:53:03

According to the China Cement Market Data Center, the cement market in North China, Beijing, Tianjin and Hebei is weak, pushing up the implementation of fatigue; the cement market in Shanxi is weak, and Inner Mongolia maintains stable operation.

2024-12-20 17:51:19

Northeast concrete market stagnation, weak and stable market

2024-12-20 16:58:31

Since the middle of the year, cement prices of some major manufacturers in the Pearl River Delta region have continued to fall by 10-20 yuan/ton.

2024-12-18 13:00:56

Recently, cement prices of some enterprises in Lianyungang, Xuzhou, Suqian and other places in the north have fallen by about 10-30 yuan/ton.

2024-12-12 14:22:13

Recently, the domestic concrete market demand has weakened seasonally, coupled with the slowdown of raw material prices, concrete prices have been stable and small. From November 28 to December 4, the national concrete price index closed at 112.32 points, down 0.03% annually and 10.12% year-on-year.

2024-12-06 17:54:48

According to China Cement Market Data Center, the price of cement in Sichuan in southwest China is mixed; the demand in Chongqing is not good, leading enterprises are self-disciplined to make up for the increase, and the implementation remains to be observed.

2024-12-06 17:47:45

According to the China Cement Market Data Center, the cement market demand in North China, Beijing, Tianjin and Hebei fluctuated, and the price tried to push up; the market in Shanxi and Inner Mongolia was stable and weak.

2024-12-06 17:38:59

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. At present, the area south of Guanzhong in Shaanxi Province still maintains a relatively suitable construction environment, but the upcoming cooling weather has prompted an urgent need for rush work in this area. Some manufacturers in Ningxia have entered the holiday mode, and the cement sales of each manufacturer are light.

2024-12-06 17:37:48

The market demand for concrete in southwest China is generally stable.

2024-12-06 16:22:57

According to China Cement Market Data Center News, the southwest region of Sichuan is mixed; Chongqing cement prices are down, rain and high inventory affect the market; Yunnan and Guizhou are temporarily stable as a whole.

2024-11-29 17:29:25

According to the China Cement Network Market Data Center, the price of cement in the Pearl River Delta of Guangdong in central and southern China has fallen slightly, while Guangxi is still stable. There is a slight loosening in eastern Hubei, and there is no big change in Hunan this week.

2024-11-29 17:24:30

China Cement Net Market Data Center News: The market demand in the southwest region is general, and the concrete price is temporarily stable.

2024-11-29 17:17:14

According to the China Cement Network Market Data Center news, the implementation of the early push up in the central and southern regions is not up to expectations. During the week, cement prices in many places in Guangdong generally began a new round of increase, and the quotation in Guangxi was stable and small. This week, the implementation of the push up in Hunan and Hubei is not ideal.

2024-11-22 17:30:12

According to the China Cement Market Data Center News, the price of cement in Sichuan, southwest China, is mixed; Yunnan is stable as a whole. Chongqing area has been pushing up since November, according to the feedback from leading enterprises, the price is relatively stable after the rise, and the enterprises that did not rise in place in the early stage have also increased by 20-30 yuan/ton in the near future.

2024-11-22 17:27:34

According to China Cement Network Market Data Center news, Fujian cement prices in East China once again pushed up, while the rest of the region was mainly stable in the week. This week, the Yangtze River Delta region is dominated by rainy weather, and the overall market demand is relatively stable, but some leading enterprises in the region still insist on selling at high prices, resulting in sales hovering at a low level.

2024-11-15 17:43:44

According to the China Cement Network Market Data Center, cement prices in central and southern China rose by about 20-30 yuan/ton in a large area this week, while those in Guangxi were temporarily stable after the rise. This week, the price of cement in Hunan was pushed up again, and the price of cement in eastern Hubei was planned to be raised again by about 30 yuan/ton in order to restore the previous target.

2024-11-15 17:36:48

According to the information from China Cement Market Data Center, the price of cement in Chongqing in the southwest region is pushed up by 50-100 yuan/ton, and the implementation is to be observed; the price in Zhaotong in Yunnan is pushed up by 50 yuan/ton, and the implementation is to be observed; the price in Nanchong, Guang'an and Suining in Sichuan is pushed up by 50 yuan/ton, and the price in Yibin and Luzhou is partially dropped.

2024-11-08 17:19:35

According to China Cement Market Data Center News, in the central and southern regions, this week, Guangdong Pearl River Delta and Hainan regions continue to push up the cement price by 30-60 yuan/ton, and the implementation will wait and see; Guangxi region is planning to push up the cement price by 30-50 yuan/ton. After the two lakes region experienced many times of pushing up, the price was temporarily stable this week.

2024-11-01 17:35:36