[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

North China market supply and demand is weak, price callback transaction is light..

2025-04-03 17:07:31

Northwest China's Commercial Mixed Market Demand Is Stable and Weak..

2025-04-03 17:02:53

Southwest concrete market is weak and stable

2025-04-03 16:36:44

The concrete market in East China has risen slightly.

2025-04-03 16:36:12

Weak Concrete Market in Northeast China

2025-04-03 16:32:13

The price of mixed commodities in central and southern China fluctuates slightly..

2025-04-03 16:25:45

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, with the increase of clinker supply in Northeast China, the price of Liaozhong Cement has dropped by nearly 50 yuan/ton. Under the background of unsolved inventory pressure and weak demand, the short-term market will remain weak.

2025-03-31 14:44:41

Domestic concrete demand improved slightly this week, but the overall concrete price index slowed down due to the mixed rise and fall of raw material prices. From March 24 to March 28, the national concrete price index closed at 100.56 points, up 0.07% annually and 17.83% year-on-year.

2025-03-28 18:04:44

The concrete market in East China is stable and small.

2025-03-28 16:37:08

North China market supply and demand are both weak, prices are weak and stable, and transactions are light..

2025-03-28 16:28:57

Southwest concrete market is temporarily stable

2025-03-28 16:26:21

Northeast concrete market under pressure

2025-03-28 16:21:27

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

2025-03-28 16:17:56

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

2025-03-28 16:13:52

According to the China Cement Network Market Data Center news, last week, Guangdong Pearl River Delta, Western Guangdong and Hainan and other market notifications rose 20-30 yuan/ton, Guangxi region rose after the temporary stable operation. Last week, cement prices in the two lakes region were temporarily stable, and some regions in eastern Hubei began to notice a rise.

2025-03-24 14:33:03

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

This week, the demand for concrete market further recovered, the cost increase narrowed, the price of concrete in most regions was mainly stable, and some parts followed the slight adjustment of raw materials. From March 17 to March 21, the national concrete price index closed at 100.49 points, up 0.09% annually and down 17.99% year-on-year.

2025-03-23 23:59:23

Weak and stable operation of concrete market in southwest China

2025-03-21 17:09:38

The concrete market in East China is stable and small.

2025-03-21 17:08:50

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

2025-03-21 17:06:43

The market demand for concrete in Northeast China is recovering

2025-03-21 17:05:24

North China market supply and demand are both weak, prices are weak and stable, and transactions are light..

2025-03-21 16:59:53

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

2025-03-21 16:09:27

This week, the domestic concrete market demand continued to improve, the upstream raw material cost continued to push up, the concrete price was mainly stable, followed by the partial increase in raw materials. From March 10 to March 14, the national concrete price index closed at 100.40 points, up 0.29% annually and down 18.40% year-on-year.

2025-03-14 18:26:29

According to the data center of China Cement Market, the implementation of cement price promotion in North China is slow. Shanxi Province, supported by the policy of extending the peak staggering and stopping kilns to the end of the month, has generally pushed up 50 yuan/ton in central and northern Shanxi, but the recovery of market demand is fatigue, the current inventory is maintained at about 60%, and the actual transaction is still mainly wait-and-see.

2025-03-14 18:19:37

According to the data center of China Cement Market, the cement market in Northeast China is gradually recovering.

2025-03-14 17:32:00

According to the data center of China Cement Market, the cement market in southwest China is mixed. With the gradual recovery of market demand, Yunnan's demand is currently at a normal level of about 50%, the overall inventory level is not high, and prices remain basically stable.

2025-03-14 17:31:47

North China market supply and demand are both weak, prices are weak and stable, and transactions are light..

2025-03-14 17:00:22

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

2025-03-14 16:53:48

Weak and stable concrete market in southwest China

2025-03-14 16:49:32

Northeast concrete market is stable

2025-03-14 16:36:25

The market price of concrete in East China is stable and strong.

2025-03-14 16:34:48

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

2025-03-14 16:28:56

Domestic market demand continued to pick up slowly this week, and upstream raw materials tried to push up, but it was difficult for concrete enterprises to transmit downstream, mostly to wait and see. From March 4 to March 7, the national concrete price index closed at 100.11 points, up 0.01% annually and 18.99% year-on-year.

2025-03-07 18:07:16

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 the data center of China Cement Market, the cement market in southwest China is mixed. This week, the price of cement in Guizhou is basically stable, pushing up the price of cement by 60 yuan/ton in the early stage, but most enterprises have not yet implemented the rise, coupled with the dark drop in the transaction price of enterprises in the early stage, the overall implementation is not good.

2025-03-07 17:46:36

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

2025-03-07 17:00:03

The market of concrete in southwest China is recovering slowly, and the price is weakening.

2025-03-07 16:53:37

North China concrete market off-season..

2025-03-07 16:47:12

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

2025-03-07 16:35:12

The northeast concrete market has not yet recovered.

2025-03-07 16:31:55

China Cement Net Market Data Center News: The Commercial Mixed Market in Northwest China Is Stable

2025-02-28 16:58:07

North China concrete market off-season..

2025-02-28 16:56:23

Concrete prices in East China are temporarily stable

2025-02-28 16:36:03

Slow Recovery of Concrete Market in Southwest China

2025-02-28 16:30:31

Northeast concrete market downturn

2025-02-28 16:23:02

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

2025-02-28 16:22:09

This week, domestic demand in some regions has improved, but most of the market demand performance is still relatively weak, concrete prices are mainly stable, with small fluctuations in local raw materials. From February 24 to February 28, the national concrete price index closed at 100.10 points, down 0.17% annually and 19.13% year-on-year.

2025-02-28 15:07:34

Recently, the Hubei Provincial Economic and Credit Office issued the Announcement on the List of Cement Clinker Production Lines and Enterprises with Production Time Calculated by 330 Days and 270 Days, which shows that the annual production days of the 4500t/d new dry cement clinker production line (second line) of Huaxin Cement (Daye) Co., Ltd. are 330 days, and the annual production days of the second line of Huaxin Cement (Daye) Co., Ltd. It is also the only clinker line in Hubei Province whose annual production days are calculated according to 330 days.