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。

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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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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

Based on the market situation of the cement industry and the demand for high-quality and low-carbon development of Conch Cement, Conch will strengthen the research and development of technologies such as energy saving and carbon reduction, green environmental protection, clean energy and low-carbon cement. The main research directions of Conch's scientific and technological innovation in the future are as follows: 1. Research and development project of raw material and fuel substitution in the cement industry; 2. Research and development project of cement clinker quality improvement; 3. Energy-saving and carbon-reducing technical equipment R & D project; 4. Clean and green energy R & D and manufacturing project; 5. Future carbon technology industry exploration project.

2024-11-02 16:34:25

According to the China Cement Network Market Data Center, the Pearl River Delta in central and southern Guangdong is planning to continue to push up cement prices by 30-50 yuan/ton around the end of the month, and the Guangxi region is temporarily stable. Cement prices in Hunan and Hubei continued to rise by 30-50 yuan/ton.

2024-10-25 17:23:23

On October 24, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was held in Wuhu, Anhui Province. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Materials Co., Ltd., Li Jian, Associate Researcher of Chinese Academy of Environmental Sciences, Fan Yueming, Professor of South China University of Technology, Zhuge Wenda, Chairman of Leishan Cement Co., Ltd., Century Xinfeng, Hubei, Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center.

2024-10-24 16:55:38

The Symposium on High-quality Development of Liaoji Heimeng Cement Industry, sponsored by Liaoning Building Materials Industry Association and hosted by the Northeast Operating Zone of Shanshui Group, was held in Shenyang from October 12 to 13, 2024. Nearly 300 people from more than 200 cement enterprises in Liaoning, Jilin, Heilongjiang and Inner Mongolia attended the meeting. At the meeting, Li Yingke, Vice President of Liaoning Building Materials Industry Association and President of Cement Branch, delivered a welcome speech. Tan Qiang, Secretary-General of Cement Branch, presided over the meeting and briefed on the overall operation of "Three Provinces and One District" from January to September 2024.

2024-10-15 15:41:32

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

According to China Cement Network Market Data Center, the market demand in southwest Sichuan and Chongqing continued to be weak, cement prices in some regions fell by 10-20 yuan/ton, and Yunnan-Guizhou region was mixed. The market demand continued to be weak due to the high temperature off-season in Sichuan and Chongqing, and some enterprises in Sichuan lowered the cement price to increase the shipment volume, while the original plan to raise the price in Chengdu was not implemented. The demand for cement in Chongqing is declining and the price is stable. Rainy weather in Yunnan is frequent, market demand is low, and prices in some areas have fallen after pushing up. Cement prices in Guizhou are generally stable.

2024-08-09 17:19:44

Due to the continuous high temperature weather in Jiangsu and Zhejiang, the demand of construction industry has weakened, resulting in a general decline in cement sales, and the price of cement in some areas has dropped by 20-35 yuan/ton, among which Yangzhou, Taizhou, Huaian, Nanjing, Zhenjiang and other places in Jiangsu have been greatly affected. Due to the high temperature weather in Anhui, the construction site slowed down, the demand was weak, and the cement price in Ma'anshan, Chuzhou, Hefei and other areas was reduced by 10-20 yuan/ton. Cement prices in Zaozhuang, Linyi, Jining, Tai'an and other places fell by 10-30 yuan/ton due to cloudy weather and the resumption of clinker production in Shandong.

2024-08-09 16:18:24

Since June 6, leading enterprises in Fujian have generally notified an increase in the price of all kinds of cement by about 30 yuan/ton, and the implementation remains to be observed.

2024-08-06 10:00:15

According to China Cement Net, Fujian Building Materials Industry Association issued the Notice on the Arrangement of Staggered Peak Work in August (hereinafter referred to as the Notice) on August 2, deciding that cement enterprises in Fujian Province should stagger peak for 16 days in August and need to do so on August 2.

2024-08-05 10:18:40

Domestic construction conditions have not been significantly improved, coupled with insufficient new projects in most regions, the concrete market is still flat. From July 25th to July 31st, the national concrete price index closed at 115.36 points, down 0.59% from the previous month.

2024-08-02 17:29:53

According to the China Cement Network Market Data Center, the shutdown of kilns in Liaoning, Northeast China, was extended to 20 days in August, the overall price was high and stable, the demand performance was not good, and the momentum to push up again was insufficient.

2024-08-02 17:28:08

According to China Cement Market Data Center, the demand and sales in southwest China are sluggish, cement prices in Sichuan and Chongqing continue to fall, and some regions have fallen back to the level before the price increase in June. Some markets in the surrounding Yunnan-Guizhou region are still pushing up in the week, and the implementation remains to be observed.

2024-08-02 17:25:15

According to the market data of China Cement Network, affected by the high temperature weather and rainy season, the demand performance of Beijing-Tianjin-Hebei region is flat and the price is weak.

2024-08-02 17:12:52

According to the cement network market data center news, Ningxia prices continue to decline; Shaanxi region recently due to the contradiction between supply and demand and price competition led to a larger price reduction.

2024-08-02 16:39:35

According to the data center of China Cement Market, due to the low ex-factory prices in various regions, some regions began to resume pricing this week.

2024-08-02 16:30:32

Demand is declining, supply is increasing, and the price of sand and gravel industry is adjusted in an all-round way.

2024-07-31 15:56:20

Market demand is weak and prices are stable and weak.

2024-07-26 14:32:16

On July 20, 2021, the Ministry of Industry and Information Technology issued a notice on the implementation measures of capacity replacement in the cement and glass industry. The revised Measures for the Implementation of Capacity Replacement in the Cement and Glass Industry will come into effect on August 1, 2021.

2024-07-24 12:08:35

According to the data center of China Cement Market, the southwest region has been frequently attacked by rain recently, which has hindered the construction of some construction sites and led to a decline in market demand and sales. Cement prices in some areas fell during the week, and the overall market showed a weak downward trend.

2024-07-05 17:18:44

Shandong Province issued the Action Plan for Upgrading the Building Materials Industry (2024-2026), which aims to promote the green, low-carbon and high-quality development of the building materials industry. The action plan focuses on the cement industry and puts forward the tasks of stable growth, structural adjustment, digital transformation, green manufacturing and safety improvement.

2024-07-01 17:05:09

According to the data center of China Cement Network, the cost of cement production has risen, and the price of cement in Dali and Lijiang areas of Yunnan has risen again by 30 yuan/ton. The market demand in Sichuan and Chongqing is weak, and local cement prices have fallen.

2024-06-28 17:06:31

Cement prices in the Pearl River Delta region of Guangdong rose by 20-30 yuan/ton in the second round of the month, and Guangxi may also have price expectations, according to the China Cement Market Data Center. Affected by the continuous rain weather in the two lakes area, sales in some areas stagnated.

2024-06-28 17:04:10

Demand is weak, concrete market is stable and falling..

2024-06-28 16:46:54

Affected by continuous rainfall, the price of concrete is weak.

2024-06-28 16:17:02

The market demand is weak, and the price of concrete is basically stable.

2024-06-28 16:13:40

Strictly implement rigid and precise peak-staggering production, support the abolition of the peak-staggering production exemption policy, and contribute to the steady growth of regional industry benefits, energy conservation and carbon reduction, and the continuous improvement of atmospheric quality.

2024-06-17 10:16:53

According to the data center of China Cement Network, some areas in central and southern Hebei in North China have once again pushed up the price of cement by 30-50 yuan/ton and the price of clinker by 20 yuan/ton. The overall market demand is insufficient, and the implementation remains to be observed.

2024-06-14 17:45:01

According to China Cement Market Data Center, cement prices in Northwest China continue to rise under the influence of the new national standard and the policy of staggering peak and stopping kilns.

2024-06-14 17:35:49

Etuoke Banner Yongheng Cement Co., Ltd. was established on July 29, 2009, with its registered address located in the south of Jinghua Oxygen Plant, Qipanjing Industrial Park, Qipanjing Town, Etuoke Banner, Ordos City, Inner Mongolia Autonomous Region, and its legal representative is Wu Yongping. Its business scope includes licensed business items: production and sales of cement. General business items: sales of coal gangue, fly ash, clinker, limestone, granulated slag and gypsum.