[水泥大数据研究院]水泥产业链指数运行周报(2022.10.21)

2022-10-21 17:27:50

[水泥大数据研究院]水泥产业链指数运行周报(2022.10.21)

一、本周水泥产业链指数表现

本周五,全国水泥价格指数为154.82点,环比上涨1.07%,同比下跌27.47%;熟料价格指数为149.77点,环比下跌0.11%,同比下跌24.99%;水泥煤价差指数为122.70点,环比上涨0.23%,同比下跌22.44%;玻璃价格指数为116.51点,环比上涨0.11%,同比下跌36.4%;混凝土指数为141.57点,环比上涨0.18%,同比下跌10.16%;螺纹钢价格指数为156.77点,环比下跌2.61%,同比下跌30.58%;碎石价格指数为90.18点,环比上涨0.24%,同比下跌6.98%;机制砂价格指数为95.83点,环比上涨0.51%,同比下跌7.55%;矿粉价格指数为74.85点,环比下跌0.29%,同比下跌25.16%;砂浆价格指数为94.78点,环比上涨0.17%,同比下跌6.02%。

二、水泥行业本周动态

1、李晓波调任海螺环保总经理,辞任海螺水泥副总经理!

10月17日,海螺水泥发布公告称,2022年10月14日,公司董事会收到李晓波的书面辞职报告。因工作变动,李晓波申请辞去公司副总经理职务。另据海螺环保10月17日晚间在港交所公告,董事会宣布,李晓波已获委任为公司总经理,自2022年10月14日起生效。

2、山东:鲁中水泥7000t/d熟料生产线项目正式投产!

鲁中水泥日产7000吨新型干法水泥熟料生产线技改项目正式投产,比计划投产时间提前了20天。该项目是今年全市重大项目,总投资3亿元。该条生产线也已成为全省最大的水泥熟料生产线,将新增年产值3亿元,利税达到2亿元。

3、亚洲水泥前三个季度利润同比减少约70%!

亚洲水泥(中国)10月14日在港交所公告,预期集团于截至9月30日止9个月未经审核的权益持有人应占利润将较2021年同期减少约70%。董事会认为上述预期减少主要由于在此期间集团产品销量及售价下降,同时煤炭成本上涨所致。

三、砂石骨料行业本周动态

1、78.5亿!年产2000万方!中电建底价竞得云浮大矿

2022年10月18日,中电建(云浮)新材料有限公司以78.5亿元底价竞得广东云浮郁南县桂圩镇冲旺岭矿区建筑用花岗岩、变质砂岩矿。该采矿权矿区面积2.943平方公里,矿区范围内确定的建筑用石料矿体开采储量46375.88万立方米,其中建筑用花岗岩矿为30747.21万立方米,出让25年,规划年生产建筑用石料2000万方。

2、44.8亿!年产近亿吨!华新水泥下属公司拍下超大矿!

近日,黄石华新绿色建材与黄石市自然资源和规划局签订湖北省阳新县袁广-良畈矿区建筑石料用(熔剂用、水泥用)石灰岩矿出让合同。该矿权矿区面积约4.4064平方公里,资源储量约21.35亿吨,出让年限25年,规划年产能约9500万吨,由黄石华新绿色建材产业有限公司以人民币44.8亿元竞得。

四、混凝土行业本周动态点评

1、广东:2030年装配式建筑占新建建筑面积比例达50%以上

近日,广东省住房和城乡建设厅等14个部门联合印发了《关于加快新型建筑工业化发展的实施意见》,预计到2030年年底,全省新型建筑工业化由政府示范引领向市场主导发展,工程建设高效益、高质量、低消耗、低排放的建筑工业化基本实现,装配式建筑占新建建筑面积比例达到50%以上。为实现相关目标,在优化构件和部品部件生产方面,广东将编制主要预制构件尺寸指南和集成化、模块化建筑产品及部品部件标准图集,建立标准化部品部件库,推动构件和部件标准化。引导骨干企业推进型钢、预制混凝土构件和整体卫浴、集成厨房、整体门窗等建筑部品的工厂化生产,逐步推动复杂构件工厂化生产,满足标准化设计选型要求,形成标准化、系列化的预制构件和建筑部品供应体系。

2、河南今后所有政府投资主导项目全部采用装配式建筑

日前,河南省住房和城乡建设厅等多部门联合发布《关于进一步加快推进装配式建筑发展的通知》。通知明确指出自发文之日起,全省未取得项目立项审批(核准、备案)文件的机关办公建筑、学校、医院、场馆建筑等政府投资或主导的项目,要全部采用装配式建造技术,且装配率不低于50%。同时,通知进一步明确了2022年全省十八个地市年度土地出让计划项目中,采用装配式建筑的比例不低于25%,2023年不低于30%,2024年不低于35%,2025年不低于40%。

3、西部建设:第三季度混凝土签约量同比基本持平,销售量减少10.51%

西部建设10月17日午间公告显示,公司今年第三季度混凝土签约量为3142.26万方,同比减少0.40%;混凝土销售量为1491.84万方,同比减少10.51%。

五、混凝土本周行情

本周全国混凝土价格指数报收141.57点,环比上涨0.18%,同比下跌10.16%。分地区来看,山东市场部分混凝土价格上调15元/方,福建市场混凝土价格上调10元/方左右,广西市场混凝土价格小幅上涨5元/方;国内其余省市混凝土价格继续持稳运行。

未来十天内,西藏东南部、四川、重庆、云南北部、海南岛等地累计降水量有15~40毫米,部分地区有50~100毫米;上述大部地区累计降水量较常年同期偏多或接近常年,我国其余大部降水量明显偏少,长江以南部分省份气象干旱持续。气温方面,全国大部分地区平均气温较常年同期偏高1~3℃,仅南疆西部、西藏中西部平均气温较常年同期偏低1℃左右。

综上所述,下周国内天气条件良好,施工指数将保持在适宜区间。下游部分建设项目开工率出现提升,南方多数地区施工有所加快,但局部仍然受到疫情影响,施工和运输受限,对混凝土需求增长形成拖累。成本方面,近期水泥和骨料等原材料价格均有所上涨,搅拌站成本支撑进一步走强。整体来看,下周国内混凝土市场价格走势继续保持稳中有涨。


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Correlation

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

Recently, the concrete market demand has weakened, coupled with the cost-side support has not been further strengthened, enterprises are mainly shipping at stable prices, with a slight increase in individual regions. From November 7 to November 13, the national concrete price index closed at 112.50 points, up 0.03% annually and down 10.07% year-on-year.

2024-11-15 17:37:41

China Cement Network Market Data Center News: raw materials rose, the southwest region to promote a small increase in concrete prices.

2024-11-15 16:53:10

The demand and price of concrete in North China are relatively stable.

2024-11-15 16:45:50

China Cement Net Market Data Center News: This week, the market in the northwest region is mainly stable.

2024-11-15 16:34:22

The demand in Northeast China is coming to an end, and the winter construction cost will be increased.

2024-11-15 16:31:48

There is no big change in the price of concrete in central and southern China.

2024-11-15 16:22:55

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.

2024-11-08 17:41:17

China Cement Net Market Data Center News: Raw Materials Rise, Concrete Prices in Southwest China May Be Raised

2024-11-08 17:11:43

China Cement Net Market Data Center News: The market demand has weakened, and the price of commercial mixing in the northwest region has stabilized.

2024-11-08 17:02:18

The Northeast concrete market is weakening.

2024-11-08 16:28:02

The demand for concrete in North China is weak.

2024-11-08 16:18:52

Driven by the rising price of raw materials, the price of concrete in central and southern China has risen slightly..

2024-11-08 15:49:01

China Cement Net Market Data Center News: The price of raw material cement in southwest China is pushed up, or the concrete market is pushed up.

2024-11-01 17:04:42

The concrete market in North China is relatively stable.

2024-11-01 17:02:53

The Northeast concrete market is weakening.

2024-11-01 16:52:08

China Cement Net Market Data Center News: This week, the northwest market is mainly stable.

2024-11-01 16:50:09

Cement prices in central and southern China are generally rising, and concrete prices may rise..

2024-11-01 15:49:36

Prices in some parts of East China have been raised this week, but the overall price has been stable.

2024-11-01 15:14:55

Recently, the domestic temperature has dropped, local demand has dropped compared with the previous period, and the price of concrete market is mainly in a narrow range. From October 24 to October 30, the national concrete price index closed at 112.12 points, down 0.02% annually and 10.33% year-on-year.

2024-11-01 01:06:33

Recently, the construction in the south is relatively active, the local market demand is warming up, coupled with the increasing pressure on the cost side, the market price trend is stable and small. From October 17 to October 23, the national concrete price index closed at 112.14 points, down 0.02% annually and 10.65% year-on-year.

2024-10-25 17:29:24

The pressure of market competition in East China is greater, and the rise in concrete prices is fatigue..

2024-10-25 16:49:34

China Cement Net Market Data Center News: The overall demand has weakened, and the price of concrete in the northwest region is mainly stable.

2024-10-25 16:30:17

The concrete market in Northeast China is stable, the demand is weak and the price is stable.

2024-10-25 16:14:15

The price of concrete in North China is affected by the rise of raw materials, and there are signs of price increase.

2024-10-25 16:09:22

Prices of raw materials in central and southern China continue to rise, and the concrete market has not yet fluctuated significantly..

2024-10-25 15:28:18

Southwest raw material cement prices push up, or push up the concrete market..

2024-10-25 14:53:28

With the improvement of weather conditions, the domestic market demand has improved as a whole in the near future, but it is still difficult to reach the peak season level in previous years. Concrete enterprises mainly ship at stable prices, and there are still some downward adjustments. From October 10 to October 16, the national concrete price index closed at 112.16 points, down 0.59% annually and 10.64% year-on-year.

2024-10-18 17:28:46

China Cement Net Market Data Center News: Concrete Prices in Northwest China Remain Stable

2024-10-18 17:17:47

Raw material prices continued to rise, and concrete prices in the central and southern markets were mixed..

2024-10-18 17:14:14

The price of raw materials in Sichuan and Chongqing is pushed up, the implementation is relatively positive, and the price of concrete is mainly stable.

2024-10-18 17:03:45

The activity of the concrete market in Northeast China has declined.

2024-10-18 16:33:27

Weak and stable operation of concrete market in North China..

2024-10-18 16:21:12

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

The mixed market in the northwest region is mainly stable.

2024-10-12 15:53:01

The shipment of concrete in Northeast China has increased, and the market demand has recovered slightly.

2024-10-12 15:51:09

Concrete raw materials in parts of North China try to push up..

2024-10-12 15:40:02

The price of raw materials is pushed up, and the price of concrete in southwest China is mainly stable temporarily.

2024-10-12 15:13:04

The price of raw materials in East China has been pushed up, and the implementation is relatively positive. This week, the price of concrete is mainly stable..

2024-10-12 15:03:04

Recently, the domestic market demand in some areas has improved slightly compared with the previous period, but the overall situation is still weaker than same period in history, and the price of concrete remains stable and weak. From September 19 to September 25, the national concrete price index closed at 112.82 points, down 0.10% annually and 10.45% year-on-year.

2024-09-27 17:57:56

China Cement Net Market Data Center News: The market demand in the northwest region has not changed much, and the price of concrete is stable.

2024-09-27 16:56:30

The demand for concrete in Northeast China is weak, and the implementation of raw materials is not good.

2024-09-27 16:55:43

The price of concrete market in North China is weak and stable, and the demand is moderate and warmer.

2024-09-27 16:51:44

According to the China Cement Network Market Data Center news, the implementation of cement prices in the Pearl River Delta region of Guangdong in the central and southern regions is general, while the Guangxi region is stable and declining. Eastern Hubei and other regions plan to push up the price of cement by 30 yuan/ton again. Driven by the price increase in eastern Hubei, individual market prices in Hunan have been notified to rise again.

2024-09-27 16:48:15

Market demand has not improved, and concrete prices in some parts of central and southern China have declined slightly..

2024-09-27 16:04:01

The price of raw material cement in many places in southwest China continues to rise, or will affect the price of concrete..

2024-09-27 15:42:03

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 local weather conditions in China are not good, the recovery of market demand is insufficient, the price of concrete is mainly stable, and the local pressure is falling. From September 12 to September 18, the national concrete price index closed at 112.93 points, down 0.21% annually and 10.83% year-on-year.

2024-09-20 17:55:34

According to the China Cement Network Market Data Center, cement prices in the Pearl River Delta market in central and southern Guangdong are planned to stop falling and rise again, while prices in individual markets in Guangxi have experienced a second round of decline. During the Mid-Autumn Festival, the range of price increases in the two lakes areas has been extended to the whole province, pushing up by about 30 yuan/ton. Since the 10th, some major manufacturers in Henan have pushed up the price of cement by 30 yuan/ton, but the actual implementation is not ideal, some enterprises have not implemented in place, and the quotation remains at the level before the rise.

2024-09-20 17:10:16

The concrete market in Northeast China is depressed and the overall demand is weak.

2024-09-20 16:49:34

Adani is also a big man in the Indian cement industry and is the second largest cement producer in India. He entered the industry in 2022 with the acquisition of Holcim's cement business in India, which acquired about 70 million tons of cement per year for $10.5 billion. Adani plans to expand its annual cement production capacity to 140 million tons by 2028. Adani has previously invested $1.6 billion to acquire Sanchi Cement and Penna Cement, and is expected to acquire an additional 21 million tons of production capacity.