吨熟料成本上涨百元!水泥价格跌幅不止 青海水泥市场走向如何?

2022-03-21 14:03:41

2021年度青海水泥价格行情呈现震荡上涨态势,节后水泥价格仍呈现下跌势头。目前青海本土水泥市场是否已经复苏?全年行情走向将会如何?

地处西北地区的青海2021年整体行情走势略显平淡,据中国水泥网行情中心监测,2021年度青海水泥价格行情呈现震荡上涨态势,节后水泥价格仍呈现下跌势头。目前青海本土水泥市场是否已经复苏?全年行情走向将会如何?

青海P.O 42.5散装水泥价格走势图(日)

“目前企业因错峰尚未结束,还没有开窑,计划错峰到4月9日。”青海东部某家水泥企业人士表示,“工地受疫情影响复工率不及预期,目前需求大概恢复到往年的六成左右,预计4月中旬将会全面恢复。

位于省会西宁的某水泥企业人士同样表示,目前该企业尚处于错峰期,预计3月底才会正式开窑。该人士表示,目前当地工程项目复工情况较好,市场需求有所恢复,作为当地重点工程的水泥供应商,企业出货量随之走高,下游商混站需求也逐步回升。

尽管需求已经得到回升,该人士对于煤炭等成本大幅抬升显出一丝担忧。“本地煤矿没开,目前煤炭大多都是从新疆、甘肃、陕西等地采购。进厂价位已经达到1200元/吨的高位,去年同期煤炭价格在500元/吨-580元/吨不等,折算下来吨熟料成本增加了近百元。”该人士透露。

去年12月,青海省工信厅、生态环境厅联合下发《关于做好水泥熟料生产企业常态化错峰生产工作的通知》,通知提出,每年11月1日-次年4月10日,全省所有水泥熟料生产线累计执行错峰生产不少于120天,全年范围内全省所有水泥熟料生产线执行错峰停产总计180天。近年来,青海省严格落实错峰生产政策,成效显著。中国水泥网数据显示,自2016年起,青海年水泥产量已经连续多年下降。

数据来源:水泥大数据

该人士也表示,近年来青海错峰执行得比较到位,每年错峰期达到6个月,这对于稳定当地水泥市场行业效益作用明显。

据悉,去年10月份以来青海省超前谋划2022年项目建设工作,已提出2022年计划实施重大项目730余项,年度计划投资2000亿元以上,以有力有效支撑全年投资稳步增长。近日从青海省发展改革委获悉,2022年计划针对黄河青海流域基础设施建设项目发放贷款140亿元,将重点支持水利、垃圾污水处理、供水等设施建设,服务引黄济宁等重大项目建设。

尽管受房地产下行压力影响,当地水泥需求下滑明显,上述人士对今年市场行情仍持有乐观态度。“中央稳增长宏观调控对内需拉动的作用是很明显的,重点工程作为各地稳投资、稳增长的重中之重,对整体市场需求的带动应该是比较明显的。虽然房地产目前形势不佳,但据其了解,当地部分大宗地块已经在规划中,预计下半年将有一波需求将会释放。整体来看,2022年市场行情相对乐观。

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Correlation

According to the Conch Cement 2024 Annual Report and ESG Report, by the end of 2024, the Company had a clinker production capacity of 274 million tons, a cement production capacity of 403 million tons, an aggregate production capacity of 163 million tons, a commercial concrete production capacity in operation of 51.9 million cubic meters, and an installed capacity of solar storage power generation in operation of 645 MW.

2025-04-02 10:33:53

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Yan Junjie, product manager of Jinyu Tongda Refractory, made a keynote report on "New Technologies for Energy Saving and Emission Reduction of Cement Kilns".

2025-03-25 13:29:39

In 2025, the company will continue to follow the management idea of "profit as the goal, share as the basis" and implement precise policies to maximize the benefits of enterprises on the basis of guaranteeing market share.

2025-03-24 17:24:22

Looking forward to the future, with the joint efforts of the government, associations and enterprises, relying on the unswerving belief and the spirit of continuous innovation, the cement industry will break through the haze, successfully achieve transformation and upgrading, stride forward on the broad road of high-quality development with a brand-new attitude, and write its own brilliant chapter.

2025-03-24 17:09:55

Looking forward to 2025, the company will focus on the annual management theme of "Deepening Reform to New Generation", spare no effort to achieve new growth in performance, reshape the sales system to create new functions, consolidate the operation foundation to rebuild new advantages, optimize the allocation of resources to formulate new blueprints, and strive to repay the trust and support of shareholders with excellent performance.

2025-03-19 10:10:17

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou.

2025-03-14 16:25:27

At present, the construction of intelligent mines in China has entered a new stage of high-quality development, and how to build intelligent mines suitable for the development of new productivity is an urgent problem to be solved in the development of the industry.

2025-03-01 13:00:48

Banking and insurance institutions should focus on the green and low-carbon transformation of traditional industries, strengthen medium- and long-term loan support for technological innovation and equipment upgrading in the fields of iron and steel, non-ferrous metals, petrochemical and chemical industries, provide insurance risk protection, and effectively meet the financial service needs of low-carbon transformation of industries with high energy consumption and high emissions.

2025-02-28 11:11:16

In 2024, affected by the continuous decline in cement demand and intensified competition, the company's cement sales decreased by 10.05% year-on-year, and the average sales price of cement decreased by 16.14% year-on-year. Affected by the decrease in the purchase price of raw materials such as coal and labor costs, the average sales cost of cement of the company decreased by 9.34% year on year, the decrease in cost was less than decrease in selling price, the comprehensive gross profit rate decreased by 4.14 percentage points year on year, and the profitability of the main cement industry declined year on year.

2025-02-28 10:08:39

Li Shifeng pointed out that facing the severe situation of the industry, the key to meet the current challenges is to practice internal skills, strengthen management and enhance their comprehensive competitiveness. Li Shifeng requests that all units should constantly absorb and learn from good experience and good practices, implement them in accordance with the actual situation, adhere to the "management + technology" two-wheel drive, and make every effort to promote new breakthroughs in all aspects of work.

2025-02-26 11:31:07

Although the decline of coal price has reduced the direct cost of cement production, it may not be conducive to the stability of cement market price in 2025, and the cement industry is still full of challenges in the new year.

2025-02-12 14:13:37

During the reporting period, the Company actively strengthened cost control, resulting in a year-on-year decrease in the prices of major raw materials such as coal and a year-on-year decrease in the cost of cement clinker. However, due to the significant decrease in market demand and the significant decrease in the sales price and sales volume of cement clinker, the gross profit of cement clinker decreased year-on-year.

2025-01-17 09:35:09

Faced with the pressure of serious decline in market demand, cement enterprises have taken a series of positive measures to stabilize market share. In terms of commercial mixing business, during the National Day, key projects of enterprises such as Chengjiang Bridge Project poured 3000 cubic meters of high-grade C50 concrete at one time, and all departments worked together to complete the task with quality and quantity.

2025-01-16 10:15:39

Looking forward to 2025, we believe that the demand for cement will continue to decline under the background that the real estate has not yet stabilized and the infrastructure is limited, but the industry's awareness of "anti-involution" will continue to increase, coupled with the current good start, it is expected that the average price of cement will rise slightly, and the industry's profits will be restored to a certain extent.

2024-12-31 16:06:01

Due to the continuing downturn in the downstream construction industry, some Korean cement companies predict that domestic cement demand will fall below 40 million tons in 2025.

2024-12-25 14:32:26

Every year, the cotton planting area in Xinjiang exceeds 38 million mu, the output of cotton straw is as high as 17 million tons, equivalent to about 8 million tons of standard coal, and the emission reduction potential exceeds 10 million tons.

2024-12-11 16:22:09

ICRA believes that due to the slowdown of construction activities during the general election in the first quarter of fiscal year 2025 and the impact of strong monsoon rains in the second quarter on the growth of cement production in India, which is slower than expected, it has slightly revised its forecast for the growth of cement production in fiscal year 2025 from 7-8% released in July 2024 to 4-5%..

2024-12-09 16:01:22

On December 1, Huaxin Cement announced that it intends to acquire Holley Nigeria Caricement B. V and Davis Peak Holding for US $838 million (RMB 6.082 billion). 100% equity interest in Limited. Huaxin Cement's overseas business has become an important business pillar of the company, and this acquisition is expected to open up a new pattern of Huaxin's overseas market, which is an important fulcrum for the company to expand the West African cement market.

2024-12-03 09:27:50

Energy-saving effect of oxygen-enriched combustion is the key to investment benefit and payback period. The key of oxygen-enriched combustion technology is oxygen production technology + combustion technology, and the embodiment of energy-saving benefits lies in combustion technology.

2024-11-29 15:32:22

The weather is fine, the demand has recovered slightly, and the price of concrete is stable.

2024-11-08 15:25:26

Looking forward to the fourth quarter, we believe that the demand for cement will continue to weaken, but under the background of the rising voice of "anti-involution" and the increasing awareness of self-help in the industry, enterprises will intensify their efforts to limit production, cement prices are expected to rise, and industry benefits will continue to be restored. Throughout the year, cement demand will face greater downward pressure, and the industry's profit decline is still large.

2024-10-30 17:15:19

The pressure of market competition in East China is greater, and the rise in concrete prices is fatigue..

2024-10-25 16:49:34

Tapai said that from January to September 2024, due to the continuous decline in cement demand and intensified competition, the company's cement sales price fell by 18.27% year-on-year, and the cost of cement sales fell by 11.96% year-on-year due to the decline in the purchase price of raw materials such as coal and labor costs. As a result, the profitability of the main cement industry declined year-on-year. Affected by the rising stock index at the end of the quarter, the fair value change income of the securities investment held by the company increased, which increased the performance and slowed down the decline of the company's performance.

2024-10-25 10:56:53

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

On the 23rd, cement enterprises in some areas of Beijing, Tianjin and Hebei notified an increase in cement prices by 50 yuan/ton.

2024-10-23 14:22:38

Every employee should know what emission sources are available in his position, what emission reduction measures are available, and how much emission reduction can be achieved by these measures, so that they can understand the principle of emission, learn the method of accounting, use the carbon management platform, and improve the carbon management ability of each position, so as to achieve "carbon management in the whole process".

2024-10-16 13:15:57

Limited improvement in demand in October, coupled with excessive price increases in some areas around the National Day, it is difficult to maintain the follow-up, and it is expected that cement prices will show a slightly stronger trend in October.

2024-10-12 09:57:40

On the 9th, the leading cement enterprises in Shijiazhuang, Hebei, once again pushed up the price of cement by 50 yuan/ton.

2024-10-10 10:49:23

The cement industry has been clearly included in the carbon emissions trading market in 2024. Cement enterprises need to comprehensively and accurately understand the relevant regulations and guidelines. According to the actual situation of the enterprises themselves, they should seek advantages and avoid disadvantages, turn inward, practice hard, continuously reduce their carbon emissions per ton of clinker, reduce the production cost of clinker, and win in the current industry trend. So that their enterprises can survive and develop better.

2024-09-25 09:05:05

In the long run, the core factor restricting the rise of cement price lies in the serious overcapacity. At present, the real utilization rate of clinker production capacity has reached a new low level in recent years, and the problem of excess contradiction is extremely acute. Only by taking effective measures to resolutely reduce production capacity and solve the persistent illness, can cement price be guided to return to the normal level.

2024-09-20 11:03:39

The semi-annual report of Tapai Group shows that in terms of operating conditions, the cost of cement sales per ton of Tapai Group is 194 yuan, down 33 yuan from the same period last year. On September 12, Tapai Group said that in recent years, cement market demand has been declining, competition has further intensified, and cement prices are low. In order to cope with the market competition, the company strengthened market research and judgment, responded scientifically and implemented precise policies, continued to promote cost reduction and efficiency enhancement, continued to streamline the organization and optimize personnel, continued to slim down and strengthen the body, lightened the burden, went into battle lightly, and paid close attention to cost control.

2024-09-13 11:55:23

Leading cement enterprises in Shijiazhuang, Hebei, once again pushed up cement prices by 50 yuan/ton and clinker prices by 30 yuan/ton.

2024-09-03 16:23:19

Relevant data show that the industry lost about 1.2 billion yuan in the first half of the year, with sales falling by 11%. Conch Cement: In the first half of the year, the Company achieved an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit of RMB3.326 billion, representing a year-on-year decrease of 48.56%. Tapai Group: achieved operating income of RMB1.976 billion, representing a year-on-year decrease of 31.17%; net profit attributable to shareholders of the listed company was RMB226 million, representing a year-on-year decrease of 53.43%. It is expected that with the arrival of the traditional peak season of cement sales, the demand side will be better in the second half of the year than in the first half, and the price side is expected to continue to repair.

2024-08-30 10:06:24

The purchase cost of coal, electricity and other energy consumption in the cement products of the Company accounts for more than 50% of the comprehensive cost of the products on average. Once the coal price rises by a large margin, the production cost of the Company will face upward pressure. If the resulting cost increase cannot be fully transmitted to the product price, it will have a negative impact on the profit of the Company. With the rising cost of safety, environmental protection and labor, the cost pressure of enterprises will further increase.

2024-08-29 16:08:07