建筑业景气度回升 距水泥价格止跌回涨还远吗?水泥网“分享汇·一周谈”精彩回顾

2022-07-06 16:34:01

7月6日,中国水泥网·水泥大数据团队现身水泥网直播间,分析与判断了当前水泥建材市场的运行。

国家统计局公布的数据,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。

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?7月6日,中国水泥网·水泥大数据团队现身水泥网直播间,分析与判断了当前水泥建材市场的运行。

中国水泥网·大数据研究院水泥分析师李坤明表示,目前水泥价格跌幅进一步加深。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%。其中,华东、中南环比跌幅均超10%。

“虽然疫情影响减弱,但由于目前南北方地区气温均处于一年中的高峰时期,下游需求继续走弱,预计本月水泥价格仍将继续下跌”李坤明表示,而到月底能否止跌,还要看需求的恢复程度。

水泥大数据研究院商混分析师林加义同样表示,下游订单情况好转将提升混凝土行业需求预期,等淡季结束后,商混行情有望出现上行趋势。

砂石方面,水泥大数据研究院砂石分析师祝萧芸表示,砂石运输成本下调和建筑业景气度回升都利好砂石行业,她预计三季度末砂石骨料需求将出现反弹。

行情方面上周六大区域表现如何?今年水泥行业效益利润将如何?更多精彩内容可通过“水泥网·分享汇”观看中国水泥网·水泥大数据研究院团队带来的直播分享全程回放!(点击链接查看视频回放全部内容)

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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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

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

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.