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

Since the 21st, some major manufacturers in Zhanjiang, Maoming, Yangjiang and Yunfu in western Guangdong have again notified an increase in cement prices by 30 yuan/ton, and the specific implementation remains to be observed.

2024-11-21 11:31:50

Since the 20th, some major enterprises in Qingyuan, Shaoguan, Heyuan and other places in northern Guangdong have again notified the increase of cement prices by about 30 yuan/ton, and the specific implementation remains to be observed.

2024-11-20 13:32:29

While seeing the success of the current price rise, the industry should also think about how to make a good start next year and how to develop steadily in the future. The author believes that in the current situation, active production control is the key to maintain a good situation in the cement industry. If production control can not be effectively implemented, even if the cement price is maintained at a relatively reasonable position at the end of this year, the cement price will still be difficult to maintain in the face of severe supply and demand situation after the beginning of next year.

2024-11-20 09:45:47

According to China Cement Network Market Data Center news, Fujian cement prices in East China once again pushed up, while the rest of the region was mainly stable in the week. This week, the Yangtze River Delta region is dominated by rainy weather, and the overall market demand is relatively stable, but some leading enterprises in the region still insist on selling at high prices, resulting in sales hovering at a low level.

2024-11-15 17:43:44

Recently, the concrete market demand has weakened, coupled with the cost-side support has not been further strengthened, enterprises are mainly shipping at stable prices, with a slight increase in individual regions. From November 7 to November 13, the national concrete price index closed at 112.50 points, up 0.03% annually and down 10.07% year-on-year.

2024-11-15 17:37:41

According to the China Cement Network Market Data Center, cement prices in central and southern China rose by about 20-30 yuan/ton in a large area this week, while those in Guangxi were temporarily stable after the rise. This week, the price of cement in Hunan was pushed up again, and the price of cement in eastern Hubei was planned to be raised again by about 30 yuan/ton in order to restore the previous target.

2024-11-15 17:36:48

According to the information from China Cement Market Data Center, the price in Chongqing and Northeast Chongqing in the southwest region has risen by 30 yuan/ton, and the implementation remains to be observed; the price in Changdu, the Xizang, has risen by 50 yuan/ton, and the implementation remains to be observed; Sichuan and Yunnan maintain stable operation.

2024-11-15 17:34:42

China Cement Network Market Data Center News: raw materials rose, the southwest region to promote a small increase in concrete prices.

2024-11-15 16:53:10

This week, the demand is insufficient, and the price of concrete is stable.

2024-11-15 16:48:55

The demand and price of concrete in North China are relatively stable.

2024-11-15 16:45:50

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

2024-11-15 16:34:22

The demand in Northeast China is coming to an end, and the winter construction cost will be increased.

2024-11-15 16:31:48

There is no big change in the price of concrete in central and southern China.

2024-11-15 16:22:55

At present, the difficulties faced by the cement industry are temporary. We hope that the cement workers can work hard, dare to be the first, do their work well in a down-to-earth manner, contribute to the local economic development, and realize the value of the industry with achievements, contributions and status.

2024-11-15 10:25:08

Some major enterprises in Guangdong plan to raise the price of cement by about 30 yuan/ton in the Pearl River Delta market from the 15th.

2024-11-14 17:01:12

Shaanxi Shangluo cement price notice up 30 yuan/ton..

2024-11-14 14:30:46

Enterprises in Hunan plan to raise the price of cement by 50 yuan/ton in Changsha-Zhuzhou-Xiangtan, Chenzhou and other places from the 15th, and the implementation remains to be observed..

2024-11-14 14:20:40

Sincerely hope that colleagues, the future of the cement industry where to go, carry out a big discussion within the industry, brainstorm, and work together to break the situation!

2024-11-13 15:58:52

On the 13th, some major enterprises in Ningxia took the lead in notifying the increase of cement price by 10 yuan/ton, and the implementation remains to be observed.

2024-11-13 15:18:11

Some major enterprises in eastern Guangdong plan to raise cement prices by 20 yuan/ton from the 13th.

2024-11-12 16:55:08

Some major enterprises in Fujian plan to raise cement prices by about 20 yuan/ton in Xiamen, Zhangzhou and Longyan from the 13th.

2024-11-12 16:38:20

Shaanxi Guanzhong area cement price notice up 30 yuan/ton..

2024-11-12 15:39:16

On the 9th, major manufacturers in Zhanjiang, Maoming, Yangjiang and Yunfu in western Guangdong followed up the notice to raise the cement price by about 30-35 yuan/ton.

2024-11-11 11:13:08

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

According to the data center of China Cement Market, the overall market demand in Northwest China has declined, some kilns have been shut down, and most prices are stable. For example, the cement market demand in Gansu is weak at present, especially in Lanzhou and its surrounding areas, the inventory of some manufacturers is not high.

2024-11-08 17:27:44

According to China Cement Market Data Center, cement prices in central and southern China rose steadily this week, pushing up 30-50 yuan/ton in Guangxi, and some low-priced enterprises reported an increase of 70 yuan/ton. This week, cement prices in eastern Hubei have gradually fallen back to the level before the last round of rise, and cement prices in many places in Hunan continue to rise.

2024-11-08 17:23:08

According to the information from China Cement Market Data Center, the price of cement in Chongqing in the southwest region is pushed up by 50-100 yuan/ton, and the implementation is to be observed; the price in Zhaotong in Yunnan is pushed up by 50 yuan/ton, and the implementation is to be observed; the price in Nanchong, Guang'an and Suining in Sichuan is pushed up by 50 yuan/ton, and the price in Yibin and Luzhou is partially dropped.

2024-11-08 17:19:35

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 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

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

2024-11-08 15:25:26

On the 6th, leading enterprises in Shijiazhuang, Xingtai, Handan and other places in Hebei notified an increase in cement prices by 50 yuan/ton.

2024-11-07 15:19:04

With the support of special debt, the local capital situation has been improving and the downstream construction has been accelerated. In addition, the self-discipline awareness of enterprises has been strengthened, the intensity of peak staggering and production restriction has been strengthened, and the national cement prices continued to rise in October due to the favorable macro and real estate policies.

2024-11-07 15:05:51

On the 5th, some major manufacturers in the province pushed up the price of cement by 50 yuan/ton.

2024-11-06 17:29:51

On the 4th, Changsha-Zhuzhou-Xiangtan, Hengyang, Yongzhou, Chenzhou and other places once again tried to push up cement prices by 20-30 yuan/ton..

2024-11-06 15:40:33

At the beginning of October, the national cement price index (CEMPI) was 124.84 points, closing at 131.3 points at the end of the month, up 5.63% annually and 19.73% year-on-year.

2024-11-06 15:05:16

The three provincial associations agreed that the cement industry and enterprises should rationally and objectively understand the current situation of the industry, firmly establish the common values of the supremacy of industry interests, strengthen industry self-discipline, resist "involution" vicious competition, build industry ecology, reshape industry value, and jointly promote the healthy development of the industry.

2024-11-06 11:08:14

Asia Cement said in the third quarter report that looking forward to the fourth quarter, the demand for cement will pick up to a certain extent. With the support of increasing peak staggering efforts, the contradiction between supply and demand of cement will be alleviated in stages. It is expected that the results of the increase in cement prices in the third quarter will be maintained until the end of the year, and the benefits of cement enterprises are expected to usher in marginal improvement.

2024-11-06 10:05:59

In October, with the gradual decline of the national temperature, the northern project came to an end, and there was a small-scale rush to work in some areas, while the southern construction activities increased, the demand warmed up, and the shipment volume increased slightly. On the supply side, a number of sand and gravel aggregate projects have been successfully put into operation, production capacity has been released rapidly, sand and gravel prices have stopped falling slightly, and have entered a narrow range of volatility.

2024-11-05 11:42:36

From the recent market situation, the overall cement industry in the fourth quarter has a better expectation, the company has certain advantages in cost control and other aspects, will better benefit from the current round of price recovery and the impact of the rising boom stage.

2024-11-05 11:03:06

"Strengthening industry self-discipline and coordination is to survive, not to get rich." A person in charge of a cement enterprise said frankly that if the enterprise is unsustainable, how can we talk about high-quality development? Industry self-discipline and synergy are not only the way to survive, but also the cornerstone of development.