中国水泥网:熟料价格涨了!水泥行情开始复苏了?

2022-07-17 13:38:34

高温叠加需求淡季,尽管多地涨价意愿强烈,但预计下周整体价格稳中偏弱运行,部分区域或有小幅上涨。

本周五,全国水泥价格指数(CEMPI)报收142.91点,环比下跌0.38%,同比上涨1.87%。本周五,长江流域水泥价格指数(YRCEMPI)报收133.71点,环比上周小幅上涨0.02%。

全国各地需求仍未见明显好转,其中南方地区受长三角熟料涨价带动,熟料价格有所上涨。除此以外,多地厂家有意推涨水泥价格;北方部分地区整体需求弱稳运行,本周多数地区水泥报价暂稳。

具体来看:

华东地区

江苏:本周江苏各地市场价格基本无明显变动。12日前后长三角地区熟料价格通知上调20元/吨带动,加之省内各地水泥价格已普遍处于低位,企业涨价意愿强烈。据悉一些主要厂家或于7月下旬至8月初前后开始尝试推涨水泥价格20-30元/吨,具体情况待观察。此外,目前上海地区市场需求已恢复至7-8成,市场供应得到一定的缓解。

浙江:高温天气影响,一些工地施工进度放缓,下游需求有所下滑,但整体出货仍能达7-8成,加之前期价格已降至相对低位,且熟料价格上调20元/吨支撑。12日起浙江沿海温州、台州地区一些主要厂家尝试推涨水泥价格10元/吨,其余企业报价暂稳。此外,近日浙中南市场一些企业成交价格存在有暗降迹象,具体情况待继续核实。

安徽:近期安徽沿江地区市场需求有所恢复,加之前期价格降至相对低位,下游粉磨站囤货增多,熟料库存降至4-5成上下,发货略显紧张。11日起沿江地区一些主要厂家通知上调熟料价格20元/吨左右,周边江浙市场同步跟进。调后目前沿江熟料离岸出厂挂牌在360-370元/吨。水泥价格方面,9日前后皖北宿州、淮北、亳州等地一些主要厂家继续通知下调水泥价格20-30元/吨,其余市场报价暂稳运行。

福建:七月以来气温持续走高,工地施工时间缩短,福建终端市场需求明显下滑,企业库存普遍高位。但民用市场需求相对较好,企业日均出货量能达3000吨左右。水泥价格方面,6月以来福建地区水泥成交价格持续下调,目前多地价格已降至成本线。周内各地企业报价趋稳运行。但7-8月是台风高发期,市场需求仍处于下行趋势,短期内福建地区水泥价格或稳中趋弱运行。

江西:高温天气影响,下游客户拿货积极性不高,工地及搅拌站开工率下滑,需求销量难以改善。14日前后南昌、九江地区部分厂家散装水泥价格暗降20元/吨,其余同业暂未跟进调整。此外,受长三角地区熟料价格上涨带动,11日九江地区部分熟料报价上调20元/吨。

山东:近期山东地区依旧高温及雨水天气影响,终端需求较为疲软,出货量仅在4-6成左右,市场竞争激烈。中旬以来枣庄、淄博、临沂、济宁等地一些市场仍有小浮下调10-20元/吨,其余市场价格稳中弱势运行。整体来看,市场淡季影响,五月中下旬以来山东各地市场价格开始持续下调,多地累计降幅近百元每吨,市场报价较为混乱。

中南地区

河南:据悉河南地区水泥熟料生产线企业将于7月16日至8月5日开展夏季错峰停窑20天。或受此带动,省内一些主要厂家有意于16日起开始尝试推动上调水泥价格30元/吨左右。目前市场仍处传统淡季,需求销量普遍不高,企业库存均在高位,本次推涨实际落实情况有待继续观察。

湖北:近期湖北地区受高温及雨水天气影响,一些工地暂停施工,市场需求销量明显下滑,企业库存压力较大。水泥价格方面,省内大部分市场价格已触底,厂家暂无降价意愿。此外,或受长三角地区熟料价格上调带动,湖北地区部分厂家熟料报价小幅上调10-20元/吨。

湖南:气温偏高,部分工地施工受影响,湖南地区整体市场需求偏弱。上旬湖南长株潭及娄邵等地区部分厂家通知上调水泥价格20元/吨后,执行欠佳,水泥出货较少。常德地区前期价格普遍处于低位,上旬通知上调20元/吨后,基本已落实。目前省内企业执行错峰生产,但多数企业熟料库存仍在高位,难以消耗。

广东:近期受高温多雨天气影响,水泥出货量略有下降,企业库存压力较大。11日起湛江、茂名地区厂家下调水泥价格20-30元/吨,部分厂家报价下浮50元/吨。此外,6月底至7月初珠三角地区一些厂家下调水泥价格20-30元/吨后,13日前后江门、珠海地区水泥价格继续下调20-30元/吨。此外,8日前后梅州地区厂家对粤东地区下调高标散泥价格10元/吨。

广西:近期高温、阴雨天气影响,一些工地施工进度放缓,广西地区水泥市场需求进一步减弱,企业库存持续高位。为抢夺市场份额,月初南宁、崇左、北海、防城港、钦州等地区主要厂家下调水泥价格15-30元/吨后,13日前后区域部分厂家继续下调水泥价格20-30元/吨。此外,7月以来柳州地区一些厂家下调水泥价格30-50元/吨,主流降幅50元/吨。

西南地区

重庆:重庆地区市场需求表现一般,企业出货欠佳。为提高出货量,6月底至7月初主城及渝西地区部分厂家下调水泥价格20-30元/吨后,中旬部分厂家继续下调水泥价格20元/吨,其余同业未跟进。7-8月重庆错峰停窑25-30天,熟料库存压力不大。加之长三角地区熟料涨价带动,重庆地区部分厂家熟料价格小幅上涨20元/吨左右。

四川:高温天气影响,市场需求销量疲软,企业库存普遍高位,部分库满停窑。加之外来低价水泥进入,对本地市场造成了一定的冲击。为抵御外来低价水泥,12日起四川广元地区主要厂家下调水泥价格20元/吨。此外,上旬广安、甘孜州、达州、广安等地区部分厂家下调水泥价格20-30元/吨。

云南:云南地区整体市场需求较差,部分企业出货不足常态一半,库存高位承压。水泥价格方面,6月底至7月上旬德宏州地区部分厂家连续下调水泥价格,累计降幅达90元/吨左右,个别企业报价仍旧坚挺。省内其他市场大部分企业报价平稳,暂无明显变动。

贵州:贵州地区市场需求疲软,一些企业出货在常态3-4成左右。水泥价格方面,中旬六盘水、安顺地区部分厂家成交价继续走低20-30元/吨,省内其他市场报价暂无明显变动。现大部分企业库存仍在高位,整体市场价格低位维稳。

华北地区

京津冀:持续高温天气影响,加之周边唐山地区一些低价水泥冲击,本地企业销售压力增大,出库量仅在数百吨左右。水泥价格方面,近日北京地区成交价格仍有下调10-20元/吨,7月以来一些企业累计下调幅度约达40-50元/吨,天津地区继续小幅跟进下调。此外,市场淡季需求偏弱,冀中南邢台、邯郸地区水泥价格继续下调10-20元/吨。为减轻亏损压力,河北省建筑材料工业协会决定全省将在6~7月开展夏季错峰生产15天。

山西:淡季市场需求持续偏弱,出货量不理想,加之外围低价水泥冲击影响,近期长治、临汾地区一些企业水泥成交价格均有暗中下调20-30元/吨。目前企业库存普遍在高位,其余市场不排除有暗降迹象。此外,山西长治等一些地区有意16日起开始错峰停窑20天。

内蒙古:周内内蒙古地区水泥报价较前期暂稳明显变动。

西北地区

陕西:近期关中地区雨水天气影响,市场需求低迷,水泥出货量不高,企业库存普遍高位运行,部分库满停窑。加之一些外来低价水泥冲击影响较大,本地企业销售压力加大。为抢占市场份额,7月8日起,陕西西安、铜川、咸阳、渭南、宝鸡等地一些主要企业通知下调水泥价格20-30元/吨,其余同业将陆续跟进下调。此外,目前多地市场成交价格已降至相对低位,区域个别企业有意尝试喊涨水泥价格,具体情况待观察。  

甘肃:市场淡季,水泥销量不佳,库存压力加大。为提升销量,甘肃定西地区一些主要厂家将于近几日下调水泥价格,省内其余地区报价暂无明显变动。  

宁夏、青海、新疆:周内宁夏地区一些企业对民用市场成交价格仍有继续下调10-20元/吨,但大厂对重点工程报价偏高。青海、新疆地区整体报价暂稳。

东北地区

黑吉辽:辽宁辽西地区工程项目开工率较低,市场需求、销量双弱,企业库存高位承压,加之周边水泥降价及外来低价水泥冲击等因素影响,本地企业销售压力较大。为提高出货量,周内部分厂家水泥价格松动下滑20-30元/吨。黑龙江、吉林地区周内水泥报价暂稳。

水泥大数据研究院预测:高温叠加需求淡季,尽管多地涨价意愿强烈,但预计下周整体价格稳中偏弱运行,部分区域或有小幅上涨。

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Correlation

According to the information from China Cement Market Data Center, the demand in Northwest China is weak, the demand in Guanzhong of Shaanxi has reached the peak, but the enterprises have stabilized the price to support the market, and the pressure of dark drop is looming; the price depression in Ningxia continues to impact the market in Gansu and Shaanxi; the situation of maintaining stability in Xinjiang is remarkable.

2025-04-25 17:28:03

According to the data center of China Cement Market, the demand for cement in southwest China is weak, the price of cement in Chongqing is weak and stable, and the fatigue in Yunnan is pushed up.

2025-04-25 17:20:00

According to the China Cement Market Data Center, cement prices in the Pearl River Delta region of Guangdong continue to decline, and Guangxi is weak and stable. Cement prices in the two lakes region generally fell.

2025-04-25 17:12:37

According to the data center of China Cement Network, the price of cement in central and southern Zhejiang has dropped by about 20 yuan/ton, the scope of price reduction in the Yangtze River Delta market has expanded, and the overall market price has changed from dark to bright around the end of the month.

2025-04-25 16:53:38

According to China Cement Network Market Data Center, driven by the policy of stopping kilns in the cement market in Northeast China, cement prices in Liaoning and Jilin have risen, while in Heilongjiang, due to the small price impact in the early stage, they have not followed the rise this time.

2025-04-25 16:44:28

According to the China Cement Market Data Center news, the Beijing-Tianjin-Hebei cement market is weakening, prices in southern Hebei are falling back; Shanxi and Inner Mongolia markets are light, and prices are temporarily stable.

2025-04-25 16:32:04

China Cement Network Market Data Center News, April 24, the Henan region again notified an increase in cement prices of about 20 yuan/ton. However, the current sales volume is 4-5% of the normal, and the demand is still low. After the opening of the kiln in early April, the cement clinker inventory of the enterprise has increased, and the implementation of the price increase remains to be observed.

2025-04-25 09:25:57

Since April 24, Henan has again notified the increase of cement price by about 20 yuan/ton, and the implementation remains to be observed..

2025-04-24 15:49:18

Since April 23, cement enterprises in Guiyang, Anshun, Tongren and other areas have been notified to raise the price of cement by about 30-60 yuan/ton, and the implementation remains to be observed..

2025-04-24 15:39:11

Recently, affected by the market situation, coupled with the poor implementation of the policy of staggering peak and stopping kilns, cement prices in Wuhan have fallen again, with a cumulative decline of about 30 yuan/ton..

2025-04-23 16:45:10

Recently, the transaction price of some enterprises in many markets in Jiangsu has generally fallen by 10-20 yuan/ton.

2025-04-22 16:21:57

Cement prices in Jinhua, Quzhou, Lishui and other places in central and southern Zhejiang were generally lowered by 15-20 yuan/ton.

2025-04-22 15:40:02

Since the second half of 2024, based on the spirit of the meeting of the Political Bureau of the Central Committee of the Communist Party of China on July 30, the cement industry has strengthened industry self-discipline and prevented "involution" vicious competition, and the operation situation of the industry is obviously better than that in the first half of the year. The cement industry has increased from a loss of 1.6 billion yuan in the first half of the year to a profit of 26 billion yuan in the whole year, which is far from the normal profit level of the industry, but it shows the importance of "anti-involution".

2025-04-22 13:34:08

In recent days, some major manufacturers in the Pearl River Delta region have once again lowered the price of cement by 10-20 yuan/ton.

2025-04-22 11:36:23

Recently, cement prices in Changsha-Zhuzhou-Xiangtan and other places continue to decline, with a general decline of about 20 yuan/ton..

2025-04-21 15:09:17

As the cement industry enters the peak season, the investment in infrastructure construction and the construction progress of key projects are accelerating, and some mixing stations will also increase the purchase of cement to cope with the upcoming peak season of cement, which will become the main driving force for cement demand. The further downward space of cement prices is limited, and it is expected that the cement market prices in the province will stop falling and stabilize in April.

2025-04-21 10:00:44

According to the data center of China Cement Network, the demand in Northwest China is weak, the price system is disordered, the sales in Gansu are shrinking after the market is pushed up, the periphery is falling, the low price in Ningxia is seeping out, and the low price in Shaanxi is stable due to the shutdown of kilns.

2025-04-18 17:24:35

According to China Cement Market Data Center, the demand for cement in southwest China is weak, the price of cement in Chongqing's main urban area has fallen, and Yunnan has pushed up the fatigue.

2025-04-18 17:17:30

Cement prices in Henan and the Pearl River Delta region of Guangdong fell after rising this week, while the rest of the market was temporarily stable, according to the China Cement Market Data Center.

2025-04-18 17:05:19

According to the China Cement Network Market Data Center news, inventory has rebounded slightly, coupled with the impact of low prices of some enterprises, cement prices in many markets in the Yangtze River Delta in East China have fallen steadily. Cement prices in Fujian fell slightly by about 10 yuan/ton.

2025-04-18 16:51:01

According to the data center of China Cement Network, under the current stable price situation in the cement market in Northeast China, the upcoming kiln shutdown plan may have an impact on the relationship between supply and demand in the market, thus pushing up the price.

2025-04-18 16:42:43

According to the China Cement Market Data Center, cement prices in Beijing, Tianjin and Hebei are under pressure, with insufficient demand and high inventory; the price stabilization strategy in Shanxi and Inner Mongolia markets continues.

2025-04-18 16:32:37

Since April 11, the whole province of Henan has notified the rise of cement prices. According to the current understanding, the current round of push up has basically all withdrawn..

2025-04-18 15:39:50

On April 18, the National Cement Price Index (CEMPI) closed at 125.83 points, down 0.24% annually and up 16.43% year-on-year.

2025-04-18 15:09:05

In Li Kunming's view, with the strengthening of self-discipline and off-peak production of cement enterprises, it is expected that the market will return to normalization in 2025, and the fluctuation space will be narrowed, showing the operation characteristics of "rising with a top and falling with a limit".

2025-04-18 10:47:57

In order to cope with the depressed market environment, some cement enterprises in the main urban area of Chongqing have recently lowered the price of cement by 10-40 yuan/ton.

2025-04-17 09:32:56

Gansu Jiuquan, Jiayuguan cement prices again notice up 30 yuan/ton

2025-04-16 17:09:00

The national cement market continues the pattern of "regional differentiation and mixed rise and fall". From the perspective of sub-regions, the six regions fell more or rose less on April 11, and the situation of cement price reduction areas is as follows.

2025-04-15 15:11:35

Yunnan: Recently, the mainstream cement enterprises in Lijiang, Dali, Kunming and other places have notified to raise the cement price by 40-70 yuan/ton, and the landing remains to be observed.

2025-04-15 10:57:04

According to China Cement Net Market Data Center, the northwest cement market as a whole recovered weakly last week, Gansu and Gannan regions had doubts about the landing, Shaanxi Guanzhong was stable, Xinjiang market started price repair adjustment, but the actual transaction price did not fluctuate, and the pattern of weak supply and demand was obvious.

2025-04-14 16:10:13

According to the data center of China Cement Market, many places in Yunnan have tried to push up again recently, and prices in some parts of Sichuan have fallen.

2025-04-14 15:55:31

According to the China Cement Network Market Data Center news, cement prices in the two lakes region have been fully withdrawn after the recent rise, and cement prices in Guangdong and Guangxi have been stable and small as a whole.

2025-04-14 15:14:00

According to the China Cement Network Market Data Center, cement prices in the Yangtze River Delta region of East China have stabilized after rising as a whole, and local markets may rise or fall slightly. Northeast Jiangxi continues to raise the price of cement by 30 yuan/ton.

2025-04-14 14:57:02

According to China Cement Net Market Data Center, the price of cement in Liaozhong area ended the previous decline, manufacturers tentatively raised the quotation by 20-50 yuan/ton, and Huludao rose by 30 yuan/ton synchronously. However, due to the lack of terminal demand and the problem of kiln shutdown, the mainstream transaction price is still at a low level.

2025-04-14 14:45:50

According to China Cement Market Data Center, the transaction price of cement in Beijing-Tianjin-Hebei region has declined, and there is no plan to stop the kiln in the region, so the cement price continues to be under pressure; the price stabilization strategy in Shanxi and Inner Mongolia markets continues.

2025-04-14 14:27:49

Since April 11, Henan will continue to raise the price of high-standard cement by about 50 yuan/ton, and some areas crossing with Anhui will raise the price by about 20 yuan/ton. The implementation remains to be observed.

2025-04-11 13:20:15

At the beginning of last year, in the face of declining demand, domestic cement enterprises, including some leading enterprises, put stabilizing and increasing market share in a prominent position in their work reports at the beginning of the year, and the industry was full of "gunpowder". In contrast, at the beginning of this year, the work reports of major enterprises at the beginning of this year did not focus on market competition and share promotion, but more on stabilizing the situation, anti-involution and increasing efficiency, and the mentality of enterprises in the industry has changed significantly.

2025-04-10 16:35:00

Since April 10, some major manufacturers in Huai'an, Jiangsu, have notified an increase in cement prices by about 10 yuan/ton.

2025-04-10 16:08:38

Since April 10, cement enterprises in Bijie area have notified to raise the price of cement by about 30 yuan/ton. At present, the market demand is still poor, and it is difficult to implement the price increase.

2025-04-10 14:08:05

Overall, the domestic concrete market demand rebounded further in April, coupled with the cost side continued to push up, the actual price trend is expected to be volatile.

2025-04-10 10:20:22

On the basis of the sharp decline in demand in the second half of last year, the company expects that demand will continue to decline in the first half of 2025 due to insufficient rolling of stock projects and the reduction of new start-up projects. However, as the country continues to push the real estate market to stop falling and stabilize, and the capital situation is expected to improve, some infrastructure projects have been launched, and the demand decline is expected to gradually narrow in the second half of the year.

2025-04-09 10:16:20

The estimated increase in the results for the period was mainly due to the decrease in product cost and the increase in sales volume of the Company.

2025-04-08 17:13:45

Cement prices in central Liaoning showed signs of recovery in recent days after a sharp correction in the early stage. Manufacturers raised their quotations by 20-50 yuan/ton. The surrounding Huludao and other places also notified an increase of 30 yuan/ton in cement prices on April 8. The specific situation needs further follow-up and confirmation.

2025-04-08 15:07:28

According to the information from China Cement Market Data Center, the demand in Northwest China is weak, the demand in Guanzhong of Shaanxi has reached the peak, but the enterprises have stabilized the price to support the market, and the pressure of dark drop is looming; the price depression in Ningxia continues to impact the market in Gansu and Shaanxi; the situation of maintaining stability in Xinjiang is remarkable.