直播|建筑业新订单增多 下游需求改善,水泥价格何时止跌?

2022-07-05 14:34:32

下游需求的好转能否扭转当前水泥行业的局面,水泥价格何时才能止跌回涨?

6月份,虽然疫情的不利因素基本褪去,但北方高温、南方暴雨,又受农忙、中高考的影响,夏季需求持续疲弱。且多地出现无序竞争现象,水泥价格跌幅加深。6月初全国水泥价格指数(CEMPI)为157.46点,月末报收145.36点,环比跌幅扩大至8.64%同比由涨转跌,下跌1.06%。

砂石骨料市场,截至6月底,全国碎石价格指数报收93.3点,环比下跌2.56%,同比下跌4.97%。其中华东和中南地区受高温暴雨影响较大,运输受限。以湖北为例,下游需求偏弱,外发销量不佳,湖北6月份的碎石价格指数环比下跌3.74%。

商混市场,上周全国混凝土价格指数报收146.09点,环比下跌0.40%。其中,中南地区领跌,环比跌幅为1.29%。

不过,建筑需求已开始恢复。根据国家统计局最新公布的数据,6月建筑业商务活动指数上升至56.6%,建筑业景气度进一步回升。其中,建筑业新订单指数较5月环比上升4.4个百分点至50.8%,回到临界水平之上,建设需求开始逐步改善。

目前南北方地区气温均处于一年中的高峰时期。下游需求的好转能否扭转当前水泥行业的局面,水泥价格何时才能止跌回涨?本周分享汇·建材一周谈,中国水泥网·水泥大数据研究院水泥分析师李坤明、商混分析师林加义、砂石分析师祝萧芸与我们聊一聊当前建材市场的运行分析与判断。

视频直播可以扫描图片下方二维码提前预约锁定!!

2022年上半年的水泥行业面临严峻挑战:煤价高企成本居高不下,需求低迷库存逼近极值,企业效益大幅下滑……时至6月,形势进一步恶化,局部地区的价格战火快速蔓延,硝烟四起的全国水泥市场形势不容乐观。行业翘首以盼:“适度超前”政策下的基建需求何时发力?行情拐点何时出现?竞争秩序是否面临重构?为此,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  颁奖典礼,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 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

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 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 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

In order to actively explore the new path of high-quality development of Xinjiang cement industry, further strengthen exchanges and cooperation with mainland counterparts, and learn from advanced experience, from February 24 to March 3, 2025, Xinjiang Building Materials Industry Association organized some cement enterprises in Xinjiang to study and exchange in Henan, Shandong and Beijing.

2025-03-17 10:10:14

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

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou.

2025-03-14 16:25:27

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

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

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

According to the Chinese cement net quotation data news, the North China area rises the sound.

2025-03-07 16:10:59

China Cement Network Market Link shows that since March, the domestic cement market has continued to rise, and the price of cement and clinker has been raised in the three eastern provinces, Yangtze River Delta and Hebei.

2025-03-05 15:00:24

In 2024, the market scale of ready-mixed concrete industry in Guizhou Province contracted seriously, hovering in the low market demand area. The ready-mixed concrete industry in Guizhou Province has shown the characteristics of regional competition, and the disorderly competition continues to intensify. Major enterprises have competed for market share by shrinking production capacity, reducing labor and production costs, improving product service quality and technological innovation. Some enterprises have begun to explore the integration of upstream and downstream industrial chains (sand and gravel materials, prefabricated components, outsourcing business) to speed up mergers and acquisitions. In order to reduce costs and improve competitiveness. Industry consolidation will accelerate in 2024, and some small and medium-sized enterprises will face elimination or acquisition, thus improving the overall situation.

2025-03-04 10:36:26

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

According to the data center of China Cement Market, the cement market in southwest China is mixed. Cement prices in Guizhou are mainly stable this week. According to market feedback, the weather in Guizhou has improved, the temperature has risen slightly, and the demand for cement has increased slightly.

2025-02-28 16:20:08

Despite the strong willingness of enterprises to raise prices, the recovery of market demand is relatively slow, and in some areas, even due to problems such as capital repayment, the construction site start-up rate is low, and the actual implementation remains to be further observed.

2025-02-26 09:27:50

According to the data center of China Cement Market, the cement market in southwest China is weak. Leading enterprises in Chongqing raised the price of cement by 50 yuan/ton last week, but the current market demand recovery is not good, the actual transaction price has not increased significantly, the specific situation remains to be further tracked and confirmed.

2025-02-21 17:31:38

China Cement Network Market Data Center News: The slow recovery of the concrete market in the southwest region, the price is weakening.

2025-02-21 17:28:34

Around the Spring Festival of 2025, the new order index of the downstream construction industry and the operation rate of cement mills dropped to a record low, the terminal demand performance was sluggish, and the industry was under great pressure to start. At the same time, cement enterprises control the inventory level at the low level of the same period in previous years by increasing the intensity of peak staggering production, which provides a realistic basis for price stabilization and recovery. At this stage, cement enterprises need to focus on maintaining market competition order, insisting on maintaining price stability, and avoiding further losses in the industry.

2025-02-14 17:06:06

According to the data center of China Cement Market, the cement market in southwest China is weak. At present, the market demand in Yunnan has been greatly reduced, most of the clinker production lines have been shut down, and the market activities have entered the off-season.

2025-01-17 17:37:03

The middle and lower reaches of the Yangtze River are the main demand market for sand and gravel aggregates, with a total annual demand of nearly 5 billion tons. Hubei is located in the middle reaches of the Yangtze River, with natural geographical advantages, while relying on the advantages of water transportation, the production of sand and gravel will be transported to the downstream Yangtze River Delta hot sand and gravel market.

2025-01-14 15:21:52

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

On January 8, China Power Construction Qichun China (Shanghai) High-quality Aggregate Production and Application Summit Forum and Hubei Minben Group Shanghai Sand and Gravel Industry Annual Meeting 2025 were held. Hu Youyi, President of China Sandstone Association, Wang Jingchun, Honorary President of Shanghai Stone Industry Association, Yu Enze, Director of Energy-saving Building Materials Department of Shanghai Housing and Construction Commission, Liu Jingjiang, Director of Ministry of Housing and Urban-Rural Development Science and Technology and Industrialization Development Center, Wu Delong, President of Shanghai Sandstone Association, and other leaders attended the meeting.

2025-01-08 17:44:15

The cement big data of overseas clinker production lines has covered 108 countries on five continents, with a coverage rate of more than 85% in terms of cement consumption, and the total number of clinker production lines is more than 1500, which can be queried by one key through cement big data.

2024-12-18 15:06:04

According to the China Cement Network Market Data Center, the price increase in the Pearl River Delta market in central and southern Guangdong has not been implemented, and the market in Guangxi has fallen steadily. Cement prices in some core markets in Hunan and Hubei have been adjusted back in the early stage, and are brewing to push up again in recent days.

2024-12-13 18:28:28

The production cost of major enterprises in Henan has increased by a wide margin, and many cement enterprises have generally expressed a strong willingness to raise prices, and announced an increase of 50 yuan/ton in cement prices on the 12th.

2024-12-13 15:16:24

The price of cement in Taiyuan, Shanxi and other places was raised by 50 yuan/ton.

2024-12-10 15:18:10

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 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

With the support of special debt, the local capital situation has been improving and the downstream construction has been accelerated. In addition, the self-discipline awareness of enterprises has been strengthened, the intensity of peak staggering and production restriction has been strengthened, and the national cement prices continued to rise in October due to the favorable macro and real estate policies.

2024-11-07 15:05:51

The three provincial associations agreed that the cement industry and enterprises should rationally and objectively understand the current situation of the industry, firmly establish the common values of the supremacy of industry interests, strengthen industry self-discipline, resist "involution" vicious competition, build industry ecology, reshape industry value, and jointly promote the healthy development of the industry.

2024-11-06 11:08:14

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