需求萎缩 成本增加 云南上半年近8成水泥企业亏损

2022-07-28 14:45:36

今年上半年云南整个市场由于需求不好、水泥生产成本增加、价格下跌严重,全省70%-80%的水泥企业都处于亏损状态。

近日,中国水泥网在云南调研期间了解到,今年上半年云南整个市场由于需求不好、水泥生产成本增加、价格下跌严重,全省大部分水泥企业效益都不太乐观,70%-80%的水泥企业都处于亏损状态。

需求方面,由于当地房地产和民用市场需求大幅萎缩,一些重点工程项目资金运转不到位,今年上半年部分水泥企业水泥需求同比下滑了超50%。

价格行情方面,云南一大型水泥企业相关负责人称,今年上半年云南水泥均价同比下降38%左右。据中国水泥网行情大数据长期跟踪,今年以来,云南水泥价格除了4月份由于供给短时受限,加之成本上涨,水泥价格短暂小幅上调,其余皆为下跌。

与此同时,高企的煤炭价格更增加了水泥企业的生产成本。据云南多位企业负责人表示,当前云南水泥企业的煤价大概在1300-1400元/吨,虽然最高位已经过去,但煤炭价格将很难降下来。

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Correlation

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

Recently, the price of raw materials has shown an upward trend again, but due to the lack of new orders in the concrete market and the fierce competition among enterprises, the focus of transactions continues to decline steadily. From August 29 to September 4, the national concrete price index closed at 113.17 points, down 0.45% annually and 11.09% year-on-year.

2024-09-06 17:22:16

Most regions in China are affected by capital factors, lack of construction increment downstream, no improvement in concrete market demand, and downward pressure on local quotations. From August 22 to August 28, the national concrete price index closed at 113.68 points, down 0.42% annually and 11.12% year-on-year.

2024-08-30 17:31:27

Domestic high temperature rain weather has not yet subsided, downstream construction activity is still low, the concrete market is relatively flat, and the market price is stable. From August 15 to August 21, the national concrete price index closed at 114.16 points, down 0.28% annually and 11.40% year-on-year.

2024-08-23 17:35:52

The price of raw materials in many places has fallen, and the price of concrete in southwest China is running weakly.

2024-08-23 15:45:37

Domestic construction conditions have not improved significantly, coupled with the small number of new key projects, the market demand is still relatively low, and the price of concrete has fallen more or risen less. From August 8 to August 14, the national concrete price index closed at 114.48 points, down 0.33% annually and 11.69% year-on-year.

2024-08-17 10:46:53

The domestic market continued to be controlled by the hot and rainy weather, the market demand was weak, the price of concrete continued to fall steadily, and the decline in Sichuan and Chongqing was relatively large. From August 1st to August 7th, the national concrete price index closed at 114.86 points, down 0.43% from the previous month.

2024-08-09 18:09:08

Domestic construction conditions have not been significantly improved, coupled with insufficient new projects in most regions, the concrete market is still flat. From July 25th to July 31st, the national concrete price index closed at 115.36 points, down 0.59% from the previous month.

2024-08-02 17:29:53

Looking forward to the second half of 2024, we believe that the demand for cement will improve compared with the first half of the year, and the price will continue to rebound. However, under the constraints of weak demand and serious overcapacity, the repair of cement price is limited. Throughout the year, cement demand will face

2024-08-01 09:19:52

Demand is declining, supply is increasing, and the price of sand and gravel industry is adjusted in an all-round way.

2024-07-31 15:56:20

Rainfall continued in many parts of the country, local typhoons invaded, downstream construction was slow, and concrete prices fell steadily. From July 18th to July 24th, the national concrete price index closed at 116.05 points, down 0.58%.

2024-07-26 20:17:51

Some regions in China are affected by high temperature and rain weather, coupled with insufficient new projects, the price of concrete is weakening. From July 11th to July 17th, the national concrete price index closed at 116.73 points, down 0.47% from the previous month.

2024-07-19 17:35:12

Recently, the domestic rain belt has moved northward, the market demand in most regions is still weak, and the price of concrete is stable and weak. From July 4th to July 10th, the national concrete price index closed at 117.28 points, down 0.54% from the previous month.

2024-07-12 17:29:18

With frequent high temperature and rain weather, the building materials market has entered the off-season of traditional demand.

2024-07-08 16:16:39

In the second quarter, the domestic rainwater was on the high side, coupled with the tight market funds, the supply and demand of the concrete industry were weak, and the National Commodity Concrete Price Index (CONCPI) fell by 3.35% annually, which was wider than the previous value.

2024-07-08 14:17:39

Rainwater in the south has decreased recently, but the growth rate of downstream construction demand is limited, and the price of concrete is mainly stable. From June 27th to July 3rd, the national concrete price index closed at 117.92 points, and the ring ratio remained stable.

2024-07-05 17:34:54

According to the data center of China Cement Market, the southwest region has been frequently attacked by rain recently, which has hindered the construction of some construction sites and led to a decline in market demand and sales. Cement prices in some areas fell during the week, and the overall market showed a weak downward trend.

2024-07-05 17:18:44

The recent rainy weather is still continuing, the downstream construction progress is slow, local shutdown occurs, and the price of concrete is stable and small. From June 20th to June 26th, the national concrete price index closed at 117.92 points, down 0.19% from the previous month.

2024-06-28 18:10:43

According to the data center of China Cement Network, the cost of cement production has risen, and the price of cement in Dali and Lijiang areas of Yunnan has risen again by 30 yuan/ton. The market demand in Sichuan and Chongqing is weak, and local cement prices have fallen.

2024-06-28 17:06:31

Following the increase of cement price by 50 yuan/ton at the end of May, leading enterprises in Dali and Lijiang areas of Yunnan continued to notify the increase of cement price by 50 yuan/ton from June 25.

2024-06-26 16:51:15

Leading enterprises in Dali and Lijiang will continue to raise the price of cement by 50 yuan/ton on the 25th.

2024-06-25 15:22:19

Many places in China reported that the rain weather increased, the market demand was weak, and the price of concrete was weak. From June 13th to June 19th, the national concrete price index closed at 118.15 points, down 0.20% from the previous month.

2024-06-21 17:53:57

Rainy weather increases, concrete price maintains stable operation

2024-06-21 16:46:51

According to the cement network market data center news, cement production costs continue to rise, the southwest part of the market cement price notice increased by 30-50 yuan/ton, the implementation remains to be observed.

2024-06-21 16:16:33

In recent days, cement prices in Pu'er area have generally fallen back to the level before the rise.

2024-06-19 11:24:24

According to the China Cement Network Market Data Center, the price of cement in some markets in Sichuan and Chongqing has been raised by 50-130 yuan/ton, which is a large increase, and the actual implementation remains to be observed.

2024-06-14 20:06:50

After the festival, the market demand in most regions tends to be weak, and the focus of concrete transactions is mainly stable. As of June 12, the national concrete price index closed at 118.39 points, down 0.03% annually and 12.69% year-on-year.

2024-06-14 17:35:49

Driven by the rising price of raw materials, the price of concrete in some markets has risen.

2024-06-14 16:10:12

In the first ten days, leading enterprises in Dehong and Baoshan areas notified an increase in cement prices by about 50 yuan/ton.

2024-06-13 17:33:54

According to the data center of China Cement Market, the implementation of the new national standard has increased the cost of cement production. Leading enterprises in most areas have notified to raise the price of cement by 30-50 yuan/ton. Enterprises in Chongqing plan to raise 100-130 yuan/ton on the 8th.

2024-06-07 16:54:53

Raw materials pushed up, but the market demand was not good, and the price of concrete was mixed.

2024-06-07 14:30:17

Recently, domestic demand is still relatively flat, the cost pressure of mixing stations is increasing, and the Northeast continues to rise. As of June 7, the national concrete price index closed at 118.42 points, down 0.11% annually and 13.07% year-on-year.

2024-06-07 00:41:49

Recently, cement prices in Sichuan, Fujian, Guangxi, Yunnan, Ningxia, Jiangxi and other provinces have risen by 20-50 yuan/ton due to the implementation of the new national standard for cement and rising production costs.

2024-06-03 17:42:01

Recently, there is still too much rain in some regions of China, and the demand for concrete market is running at a low level, but the overall price decline has narrowed due to the impact of cost support. From May 27 to May 31, the national concrete price index closed at 118.55 points, down 0.31% annually and 13.61% year-on-year.

2024-05-31 17:14:10

Concrete market demand is weak, and some regional prices are driven by rising costs.

2024-05-31 16:11:10

According to the market data of China Cement Network, the recent rise in the price of raw materials such as coal and the implementation of the new national standard have led to an increase in the cost of cement production.

2024-05-31 16:05:18

According to the industry, the main reasons for the rise in cement prices in many places in this round are as follows: 1. Cement prices have been at the cost line in the early stage, and cement enterprises have a strong willingness to raise prices and reduce losses; 2. Most regions continue to carry out peak-shifting production measures, and the relationship between supply and demand in the market has improved; 3. The new national standard for cement will be implemented on June 1, and the implementation of the new national standard will increase the cost of cement production.

2024-05-31 09:52:50

Since the 28th, leading enterprises in most parts of the province have notified an increase in cement prices of about 30-50 yuan/ton.

2024-05-28 15:59:24

China Cement Network Market Data Center news, driven by raw materials in East China, Jiangsu, Zhejiang, Shanghai, Anhui and other places in the week notified an increase in cement prices of about 10-50 yuan/ton.

2024-05-24 15:36:57

According to the market data of China Cement Net, the price of cement in Guizhou has bottomed out and rebounded. Around the 20th, enterprises in most parts of the province notified the price of cement to be raised by 20-50 yuan/ton, and the implementation remains to be observed.

2024-05-24 15:36:32

According to the market data of China Cement Network, the rise in raw materials has led to an increase in production costs, and enterprises in eastern Hubei and Changde have notified an increase in cement prices by 20-30 yuan/ton.

2024-05-24 15:29:42

Generally speaking, the regional trend shows the characteristics of "rising in the north and falling in the south", and the national market shocks downward.

2024-05-13 11:37:00

At the beginning of April, the National Cement Price Index (CEMPI) was 104.8 points, closing at 108.1 points at the end of the month, up 2.51% annually and down 20.36% year-on-year.

2024-05-07 16:54:23

Rainwater in some regions of China is still on the high side, coupled with tight market funds, limited actual demand increment, coupled with weak cost-side support, concrete prices continue to fall. By the end of April, the National Concrete Price Index (CONCPI) had closed at 120.21 points, down 1.77% from the end of March and 13.35% from the same period last year.

2024-05-06 18:10:56

According to the China Cement Network Market Data Center news, the overall market demand performance is general, Chongqing and Guizhou parts of the week pushed up 30 yuan/ton, the implementation is not yet clear. Cement prices in some markets in Sichuan and Yunnan have dropped by about 20-30 yuan/ton.

2024-04-28 09:42:11

The downstream construction in the northern region is still general, the demand recovery is less than expected, and the cement price is weak and stable; the shipment in some parts of the southern region has improved, coupled with the long-term low price operation, the enterprise has a strong willingness to raise prices. Generally speaking, the recovery of demand is limited, but driven by the general rise in the Yangtze River Delta region, the national cement price has stopped falling and turned to rise.

2024-04-15 15:30:35

According to China Cement Market Data Center, the overall market demand and sales in southwest China are still weak, cement prices in Chongqing have bottomed out and rebounded, and enterprises in Yunnan Pu'er and Xishuangbanna have once again tried to raise cement prices by 20-30 yuan/ton, and the implementation remains to be observed.

2024-04-12 17:22:16

Looking forward to the second quarter, with the gradual stabilization of real estate and the accelerated issuance of special bonds, demand is expected to continue to release, but we should also be alert to the adverse factors such as insufficient funds, the arrival of rainy season and busy farming season, the amount of project start-up may be variable, the overall demand may still be less than the same period, and the space for cement price to rise under high inventory pressure. It is expected that the profit level may be at a low level in recent years.

2024-04-12 16:16:19

According to China Cement Market Data Center, cement prices in Sichuan were mixed this week, cement prices in Chongqing continued to fall by about 10-20 yuan/ton, and the Yunnan-Guizhou market was relatively stable.

2024-04-08 10:25:16