[水泥大数据研究院]水泥产业链指数运行周报(2022.7.8)

2022-07-08 18:07:00

[水泥大数据研究院]水泥产业链指数运行周报(2022.7.8)

一、本周水泥产业链指数表现

本周五,全国水泥价格指数为143.46点,环比下跌1.00%,同比上涨0.30%;熟料价格指数为144.00点,环比下跌0.43%,同比上涨9.97%;水泥煤价差指数为123.07点,环比下跌2.60%,同比下跌8.98%;玻璃价格指数为116.56点,环比下跌0.18%,同比下跌39.80%;混凝土指数为144.78点,环比下跌0.90%,同比上涨0.44%;螺纹钢价格指数为166.93点,环比下跌2.52%,同比下跌15.32%;碎石价格指数为92.92点,环比下跌0.41%,同比下跌5.21%;机制砂价格指数为97.05点,环比下跌0.49%,同比下跌5.23%;矿粉价格指数为74.61点,环比下跌0.61%,同比下跌11.65%;砂浆价格指数为96.88点,环比下跌0.74%,同比下跌1.56%。

二、水泥行业本周动态

1、韶峰南方8000t/d熟料水泥生产线正式投产在即!

6月28日,经过一年多的建设,该项目熟料生产线一次性投料成功,标志着整条生产线进入试生产阶段。韶峰南方日产8000吨熟料水泥生产线项目是湖南省重点工程,总投资15亿余元,年产水泥能力300万吨,预计投产后可完成销售收入10-15亿元/年,年增加税收1.5亿元。

2、北方一地所有水泥熟料企业实施夏秋季错峰生产,停窑不少于40天!

赤峰水泥错峰生产工作会议成功召开,内蒙古水泥协会常务副会长兼秘书长、赤峰建材协会会长及各企业负责人出席本次会议。赤峰市建材协会决定组织开展2022年全市水泥夏秋季错峰生产工作。

夏秋季错峰时间为7-10月,原则上不少于40天。首次错峰时间为7月1-10日,剩余错峰时间8、9、10月分步实施,每月停窑时间为1-10日,每次连续停窑时间原则上10-20天以内企业自行商定。鼓励水泥产能过剩区域适当延长错峰时间。电石渣熟料企业如不能按照上述要求停窑40天,参照《内蒙古自治区工业和信息化厅生态环境厅关于严格落实水泥常态化错峰生产的通知》(内工信冶建工字〔2021〕368号)文件有关规定,主动与非电石渣企业进行错峰置换。

3、中国能建国际集团签署巴基斯坦日产2.5万吨水泥厂项目

中国能建国际集团与巴基斯坦北桥水泥公司签署巴基斯坦日产2.5万吨水泥厂项目EPC合同协议,该项目位于巴基斯坦开伯尔-普赫图赫瓦省科哈特区,由巴基斯坦莫赫曼德达达矿业集团投资开发。该工厂将分三期建设,一期产能为日产5000吨,二期与三期均为日产10000吨。

三、砂石行业本周动态

1、福能新材年产1000万吨机制砂项目正式开工!

福能新材年产1000万吨机制砂项目总投资达12.3亿元,年产370万立方米(1000万吨)机制砂,是2022年福建省省级重点项目。7月4日上午,该项目举行全面开工仪式,标志着这个年产1000万吨机制砂项目正式开工。

2、年产400万吨!毛安山建筑用花岗岩绿色建材项目正式投产!

日前,蕲春城投集团毛安山建筑用花岗岩绿色建材项目正式投产。该项目于2021年6月经蕲春县政府批准实施,总投资20亿元,计划分两期实施,将年产高品质建筑材料400万吨,产值达3.6亿元。

3、昌达集团年产500万吨环保机制砂项目正式签约!

近日,在鄂州市双招双引推介会暨重大项目集中签约活动临空经济区专场集中签约活动上,鄂州市昌达集团控股实施的昌达港口环保新材料项目正式签约。该项目投资总约1.5亿元,拟建立年产量500万吨的环保新材料机制砂生产基地。

四、混凝土行业本周动态点评

1、两部门联合发文:8月1日起,工程进度款支付比例提高至80%

为进一步完善建设工程价款结算有关办法,维护建设市场秩序,减轻建筑企业负担,保障农民工权益,根据《基本建设财务规则》(财政部令第81号)、《建设工程价款结算暂行办法》(财建〔2004〕369号)等有关规定,财政部及住房城乡建设部就有关工作发布通知。《通知》指出要提高建设工程进度款支付比例。政府机关、事业单位、国有企业建设工程进度款支付应不低于已完成工程价款的80%。当年开工、当年不能竣工的新开工项目可以推行过程结算。

2、广东佛山开展治理违规使用海砂专项行动

近日,从广东佛山市住房和城乡建设局获悉,为持续强化全市房屋建筑工程用砂和混凝土质量管理,深化违规使用海砂整治,严厉打击违法违规行为,即日起佛山开展治理违规使用海砂专项行动。此次专项行动范围为预拌混凝土生产企业、预制混凝土构件生产企业、预拌砂浆生产企业,以及全市在建房屋建筑工程,重点抽查住宅项目(含房地产开发项目、保障性住房、安置住房)、大型公共建筑项目等民生工程的施工质量。专项行动时间为7月6日起至12月31日。

3、国家市场监管总局:7家混凝土单位垄断协议案行政处罚决定书

7月6日,国家市场监管总局通报了一起福建混凝土垄断协议案。涉案七家混凝土企业通过成立商砼协会,达成和实施固定或变更混凝土市场价格、分割市场的垄断协议,合计被反垄断执法机关处罚1582.9万元。在福建省市场监督管理局看来,涉案七家公司是具有竞争关系的经营者,他们成立未经合法登记的商砼协会,达成和实施固定或变更混凝土市场价格、分割市场的垄断协议。商砼协会作出的“违法合意”,实质上是涉案七家公司协同一致的结果。因此,福建省市场监督管理局责令涉案七家公司停止违法行为,并处罚款合约1582.9万,没有没收违法所得。因福建省武夷建达混凝土公司的情节特殊,故对其处以上一年度销售额3%罚款,其他公司的处罚额度为4%。

五、混凝土本周行情

本周全国混凝土价格指数报收144.78点,环比下跌0.90%,同比上涨0.44%。分地区来看,湖南市场混凝土价格下调5-10元/方左右;吉林、云南、天津、北京、广东、黑龙江和湖北等地价格下调10-30元/方不等,个别区域价格跌幅可达40元/方;国内其余省市混凝土价格继续持稳运行。

未来十天内,西北地区东部、华北、东北地区、黄淮、中南南部及四川盆地西部、云南西部和南部等地累计降雨量有30~70毫米,部分地区有80~150毫米;上述地区降水量较常年同期偏多或接近常年,我国其余大部地区降水偏少。气温方面,新疆中南部盆地、四川盆地、江淮、江汉、江南、中南南部等地将出现持续性高温晴热天气,日最高气温一般为35~38℃,局地可达40℃以上。

综上所述,下周虽然国内降水略有减少,但高温天气仍不利于开展施工作业,下游施工量难有明显提升,市场需求预计保持低位整理为主。成本方面,上游原材料价格仍未止跌企稳,搅拌站缺乏成本支撑,降价空间依然存在。因此,预计下周全国商品混凝土价格指数将继续呈疲软下跌走势。

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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.