[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。

All can be viewed after purchase
Correlation

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

China Cement Net Market Data Center News: Raw Materials Rise, Concrete Prices in Southwest China May Be Raised

2024-11-08 17:11:43

China Cement Net Market Data Center News: The market demand has weakened, and the price of commercial mixing in the northwest region has stabilized.

2024-11-08 17:02:18

The Northeast concrete market is weakening.

2024-11-08 16:28:02

The demand for concrete in North China is weak.

2024-11-08 16:18:52

Driven by the rising price of raw materials, the price of concrete in central and southern China has risen slightly..

2024-11-08 15:49:01

China Cement Net Market Data Center News: The price of raw material cement in southwest China is pushed up, or the concrete market is pushed up.

2024-11-01 17:04:42

The concrete market in North China is relatively stable.

2024-11-01 17:02:53

The Northeast concrete market is weakening.

2024-11-01 16:52:08

China Cement Net Market Data Center News: This week, the northwest market is mainly stable.

2024-11-01 16:50:09

Cement prices in central and southern China are generally rising, and concrete prices may rise..

2024-11-01 15:49:36

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

China Cement Net Market Data Center News: The overall demand has weakened, and the price of concrete in the northwest region is mainly stable.

2024-10-25 16:30:17

The concrete market in Northeast China is stable, the demand is weak and the price is stable.

2024-10-25 16:14:15

The price of concrete in North China is affected by the rise of raw materials, and there are signs of price increase.

2024-10-25 16:09:22

Prices of raw materials in central and southern China continue to rise, and the concrete market has not yet fluctuated significantly..

2024-10-25 15:28:18

Southwest raw material cement prices push up, or push up the concrete market..

2024-10-25 14:53:28

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

China Cement Net Market Data Center News: Concrete Prices in Northwest China Remain Stable

2024-10-18 17:17:47

Raw material prices continued to rise, and concrete prices in the central and southern markets were mixed..

2024-10-18 17:14:14

The price of raw materials in Sichuan and Chongqing is pushed up, the implementation is relatively positive, and the price of concrete is mainly stable.

2024-10-18 17:03:45

The activity of the concrete market in Northeast China has declined.

2024-10-18 16:33:27

Weak and stable operation of concrete market in North China..

2024-10-18 16:21:12

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

The mixed market in the northwest region is mainly stable.

2024-10-12 15:53:01

The shipment of concrete in Northeast China has increased, and the market demand has recovered slightly.

2024-10-12 15:51:09

Concrete raw materials in parts of North China try to push up..

2024-10-12 15:40:02

The price of raw materials is pushed up, and the price of concrete in southwest China is mainly stable temporarily.

2024-10-12 15:13:04

The price of raw materials in East China has been pushed up, and the implementation is relatively positive. This week, the price of concrete is mainly stable..

2024-10-12 15:03:04

Recently, the domestic market demand in some areas has improved slightly compared with the previous period, but the overall situation is still weaker than same period in history, and the price of concrete remains stable and weak. From September 19 to September 25, the national concrete price index closed at 112.82 points, down 0.10% annually and 10.45% year-on-year.

2024-09-27 17:57:56

China Cement Net Market Data Center News: The market demand in the northwest region has not changed much, and the price of concrete is stable.

2024-09-27 16:56:30

The demand for concrete in Northeast China is weak, and the implementation of raw materials is not good.

2024-09-27 16:55:43

The price of concrete market in North China is weak and stable, and the demand is moderate and warmer.

2024-09-27 16:51:44

According to the China Cement Network Market Data Center news, the implementation of cement prices in the Pearl River Delta region of Guangdong in the central and southern regions is general, while the Guangxi region is stable and declining. Eastern Hubei and other regions plan to push up the price of cement by 30 yuan/ton again. Driven by the price increase in eastern Hubei, individual market prices in Hunan have been notified to rise again.

2024-09-27 16:48:15

Market demand has not improved, and concrete prices in some parts of central and southern China have declined slightly..

2024-09-27 16:04:01

The price of raw material cement in many places in southwest China continues to rise, or will affect the price of concrete..

2024-09-27 15:42:03

Market demand has not improved, although the price of raw materials has been pushed up, the price of concrete is mainly stable.

2024-09-27 15:20:26

Recently, the local weather conditions in China are not good, the recovery of market demand is insufficient, the price of concrete is mainly stable, and the local pressure is falling. From September 12 to September 18, the national concrete price index closed at 112.93 points, down 0.21% annually and 10.83% year-on-year.

2024-09-20 17:55:34

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

The concrete market in Northeast China is depressed and the overall demand is weak.

2024-09-20 16:49:34

China Cement Net Market Data Center News: The commercial mixed market in Northwest China is running steadily.

2024-09-20 16:41:28

The price of raw materials has been pushed up, and the price of concrete in the central and southern markets has been temporarily stable.

2024-09-20 16:36:23

The market demand for concrete in North China is weak, and the price is under pressure.

2024-09-20 16:25:22

The price of raw material cement in Chongqing and Sichuan continues to rise, and the price of concrete may rise slightly..

2024-09-20 15:11:23

Recently, the domestic market demand has recovered slightly compared with the previous period, but the overall level is still significantly lower than same period in previous years, and the price of concrete before the Mid-Autumn Festival is mainly a smooth transition. From September 5th to September 11th, the national concrete price index closed at 113.17 points, and the ring ratio remained stable, with a year-on-year decline of 10.81%.

2024-09-14 19:27:38

The concrete market in North China is stable, with a slight increase in shipments, but demand remains weak..

2024-09-14 16:59:31

Demand is still not ideal, and the price of concrete in southwest China is mainly weak and stable.

2024-09-14 14:49:44

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.