中国水泥网:需求低迷 外来冲击加剧 山东三季度挑战依然严峻

2022-07-04 09:30:43

低迷的需求叠加不断增加的外来水泥,今年以来山东水泥行情不容乐观,行业企业压力较大。

刚刚经历了极端高温天气,又在近日遭遇罕见暴雨,这对今年以来水泥需求都不佳的山东水泥行业来说,更是雪上加霜。

低迷的需求叠加不断增加的外来水泥,今年以来山东水泥行情不容乐观,行业企业压力较大。

“上半年我们的销量大概下滑20%左右,全省下滑的幅度也差不多,二季度传统旺季改观也不明显。”山东一龙头水泥企业营销人员近日告诉中国水泥网,而淄博地区一水泥企业表示,往年此时大多数企业都能实现产销平衡,但今年销量同比下滑了30-40%。

从宏观数据来看,截至发稿,山东水泥库容比处于75%的高位,超过去年同期25个百分点。春节以来企业发运率始终处于低位,目前仅有52.5%,同比下滑超20个百分点。“不少企业几乎已经要库满停窑。”上述淄博地区一企业透露。

外来水泥冲击是山东企业关注的另一个不利因素。山东一水泥行业人士认为,“山东产能集中度比较高,多年来区域内企业对于维护市场秩序的共识较为统一,市场竞争秩序也能得到一定的良好维护。但今年五月枣庄和临沂地区却出现了少见的‘价格战’情况,除了市场低迷,外省低价水泥冲击也是重要的原因。”

分别属于山东和江苏两省的枣庄和徐州都是重要的水泥生产基地,产能巨大,两地因为接壤,市场高度重合,但一直以来两地之间流入和流出比较平衡。今年以来,江苏多地疫情反复较为明显,需求恢复明显慢于临近的山东,两省之间的价差不断拉大。而苏北一些企业经过前期改造,粉磨能力提高,为稳定销量,也增强了对山东市场的销售,从而引发小范围的“价格战”。

此外,山东沿海青岛、日照等地区,由于需求旺盛,且没有大型生产基地,一直以来是山东的价格高地。目前也受到来自南方和东北企业低价熟料和水泥的冲击,上述行业人士说,“同样是因为疫情,原销往长三角的水泥企业北上来到山东,东北企业同样如此,山东沿海地区的价格也因此被不断下拉。”

而在鲁西南,由于河南市场价格暂没有起色,当地企业继续扩大对菏泽、济宁的影响。通过京杭大运河等内河运输由南方进入山东的水泥和熟料据悉也日益增多。

对于下半年,不少山东水泥企业判断,四季度应该会出现一定明显的好转,但煤炭价格持续高企,而外来水泥对本地市场的冲击影响还没有缓解的迹象,三季度这一淡季,山东本土水泥企业的经营压力可能依然会很大。

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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Correlation

According to the data center of China Cement Network, the cement market in southwest China has changed frequently. Prices in Sichuan and Yunnan have fluctuated and fluctuated recently. Cement prices in Chongqing have been stable after rising.

2025-03-31 15:24:35

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

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

Looking forward to the future, with the joint efforts of the government, associations and enterprises, relying on the unswerving belief and the spirit of continuous innovation, the cement industry will break through the haze, successfully achieve transformation and upgrading, stride forward on the broad road of high-quality development with a brand-new attitude, and write its own brilliant chapter.

2025-03-24 17:09:55

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

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

The concrete market in East China is stable and small.

2025-03-21 17:08:50

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 China Cement Market Data Center, cement prices in some markets in East China, such as Fujian and Zhejiang coastal areas, rose by 20 yuan/ton this week, while the rest of the market stabilized after rising. The price of cement in Shandong has risen sharply by 50 yuan/ton, and the implementation remains to be observed.

2025-03-14 17:47:50

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

2025-03-14 16:34:48

Faced with the complex and severe new cycle of the current cement market, how should the cement industry fight against involution and seek breakthroughs in the future? This topic triggered a heated discussion among the participants.

2025-03-13 18:40:31

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

From May to July, major enterprises in Yancheng, Huaian, Lianyungang, Suqian and other places in northern Jiangsu have been notified to raise cement prices by about 20-30 yuan/ton.

2025-03-07 13:03:47

Notice of Cement Price Rise in Shandong Area

2025-03-05 14:01:23

Concrete prices in East China are temporarily stable

2025-02-28 16:36:03

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

This week, the pace of downstream resumption of work in most regions of China is still relatively slow, coupled with the unstable support of the cost side, the price of concrete has declined steadily. From February 17 to February 21, the national concrete price index closed at 100.27 points, down 1.76% annually and 19.23% year-on-year.

2025-02-21 18:06:59

China Cement Net Market Data Center News: The price of raw materials in some parts of East China has been pushed up, and the power of concrete adjustment is slightly insufficient.

2025-02-21 17:46:36

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

After the Spring Festival, the pace of recovery of downstream terminal demand is slow, the concrete market is still relatively depressed, and the focus of transactions is stable and weak. From February 10 to February 14, the national concrete price index closed at 102.07 points, down 1.39% annually and 17.78% year-on-year.

2025-02-16 23:15:36

Near the Spring Festival holiday, the downstream generally shut down for holidays, the concrete market is basically at a standstill, and the quotation of enterprises is steadily declining. From January 13 to January 17, the national concrete price index closed at 106.63 points, down 1.95% annually and 14.26% year-on-year.

2025-01-17 17:17:59

Recently, the shutdown of construction sites in various parts of the country has increased, the market demand has further declined, and the cost has supported the fatigue, so the price of concrete has weakened. From January 2 to January 8, the national concrete price index closed at 109.20 points, down 1.97% annually and 12.34% year-on-year.

2025-01-10 18:24:51

China Cement Net Market Data Center News: Weak Operation of Commercial Mixed Market in East China

2025-01-10 17:22:35

Recently, the scope of domestic projects has gradually expanded, the market demand has continued to weaken, the concrete market has been flat, and the quotation of enterprises has been stable and small. From December 26 to January 1, the national concrete price index closed at 111.39 points, and the ring ratio remained stable, with a year-on-year decline of 10.74%.

2025-01-03 18:19:46

China Cement Net Market Data Center News: Raw material prices continue to decline, the East China region concrete market is weak.

2025-01-03 17:40:43

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

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

Near the end of the year, the domestic concrete market demand continued to weaken, the cost support declined compared with the previous period, and the price of concrete in many places declined steadily. From December 19 to December 25, the national concrete price index closed at 111.39 points, down 0.80% annually and 10.97% year-on-year.

2024-12-27 17:40:19

China Cement Network Market Data Center News: Demand superimposed raw material prices decline, concrete prices in East China weakened.

2024-12-27 17:29:49

Off-season construction conditions are gradually weakening, concrete market demand is weak, and enterprise quotations are mainly stable, with a slight decline in some areas. From December 12 to December 18, the national concrete price index closed at 112.29 points, down 0.03% annually and 10.35% year-on-year.

2024-12-22 20:17:53

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

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. Prices in Shaanxi have remained stable in the near future.

2024-12-20 17:49:52

Raw material prices continue to decline, and the concrete market in East China is weak..

2024-12-20 17:19:48

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 the data center of China Cement Market, the price of cement in the Yangtze River Delta in East China has declined, and the price in Fujian has continued to rise. Cement prices in Jiangxi have not changed significantly this week, temporarily stable operation, and terminal demand in some areas has weakened slightly. In recent days, the weather in Shandong is mostly fine, but the temperature is low, the construction site projects are reduced, and the market demand is not ideal.

2024-12-06 17:41:49

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 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, 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

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

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

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

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

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

A 1000t/d new dry process cement clinker production line used by Hebei Wushan Cement Co., Ltd. for capacity utilization of 3000t/d new dry process cement clinker production line has been completely dismantled in place, and the production capacity can not be restored.