成本持续增加 河南水泥价格上涨50元

2022-03-16 18:06:16

此番上调之后,部分水泥企业水泥价格累计涨幅已达100元/吨。

据中国水泥网行情数据消息,继3月6日河南地区主要厂家通知上调水泥价格50元/吨后,15日起再次通知上调高标水泥价格30-50元/吨。此番上调之后,部分水泥企业水泥价格累计涨幅已达100元/吨。

带着对河南近期水泥价格频繁上涨的疑问,3月16日,中国水泥网总经理江勋一行前往河南,与河南省建筑材料工业协会会长王爱贞及河南部分水泥大企业相关负责人进行了交流。

王爱贞会长及多位水泥企业相关负责人一致表示,此次河南地区两次较大幅度的上调水泥价格主要原因是煤价、电价等原材料价格上涨导致了水泥生产成本的增加。据了解,上周河南部分水泥企业煤炭进厂价位在1400元/吨左右,而本周河南煤价继续上涨,部分水泥企业煤价已达到了1600-1700元/吨。

“煤价每上涨100元,水泥吨生产成本增加了12元左右。”河南一水泥企业负责人称,总的来看,近期煤价、电价、油价等原材料价格的上涨综合起来导致水泥吨生产成本涨了超70元。

此外,在供给端方面,据去年河南省工信厅、河南省生态环境厅联合印发的《关于实施2021-2022年度全省水泥企业秋冬季错峰生产工作的通知》得知,河南绩效分级为A、B、C级的水泥熟料企业需在2022年1月27日至3月15日实施错峰停产。王爱贞会长表示,今年河南水泥行业错峰停窑执行情况非常好,目前整个水泥库位保持较低水平。从中国水泥网监测的河南水泥库容情况来看,截至到3月11日,河南水泥库容比35%。

需求端来看,据了解,河南一些工地开始复工,市场需求逐步恢复,企业出货量缓慢走高。从下图中国水泥网监测的河南水泥发运率也能看出,河南水泥发运量正逐渐增长。

据了解,3月14日,河南省生态环境厅发布《关于补齐水泥熟料企业错峰停产时间的通知》,《通知》称全省水泥熟料企业将于2022年3月16日陆续恢复生产。但是,污染源在线监控数据显示,全省有17家水泥熟料企业因承担处置任务等原因未实施错峰生产,需按实际生产天数补齐停产天数。

有业内人士认为,随着河南地区一些水泥企业陆续恢复生产,河南水泥市场供需之间将逐渐回归平衡。不过依然值得关注的是,若煤价等原材料价格不能下降到以往水平,那受成本增加带动的水泥价格上调情况还将持续存在。

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