上半年云南水泥行业企业亏损面较大 为近五年来之最!全年行情如何挽救?

2022-08-02 09:44:52

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。

7月26日,中国水泥网总经理江勋一行前往云南调研当地市场,与云南西南水泥党委副书记、副总裁张木林进行了交流。

在交流中获悉,今年上半年云南水泥供需失衡较为严重,云南水泥企业开机率仅在50%左右,水泥均价同比下降38%,云南水泥行业企业亏损面较大,为近五年来之最。

云南西南水泥党委副书记、副总裁张木林与中国水泥网总经理江勋围绕云南水泥企业的分布进行交流。

具体来看:

供需失衡,上半年水泥企业开机率50%

供给端,当前云南水泥产能在1.5-1.6亿吨,而水泥需求量维持在1亿吨左右,产能过剩40%以上,形势严峻。尤其是位于滇中的玉溪水泥产能大于当地需求,三分之二的水泥外溢至周边,属于典型的输出型市场。

需求方面,2022年上半年云南水泥产量4592.06万吨,同比下降24.75%。据了解,今年上半年云南水泥需求较差的原因除了受疫情影响,主要还是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。据了解,部分企业水泥需求量同比下滑了超50%。

由于产能过剩严重加之上半年云南水泥需求疲弱,当地水泥企业开始加大错峰生产力度。去年年底,云南省工信厅和云南省生态环境厅联合发文,要求每条水泥熟料生产线年均错峰生产天数基数100天。根据交流得知,上半年云南全省每条熟料线平均停产天数为93天。

其中,华新水泥每条窑平均停产83天,红狮水泥每条窑平均停91天,云南西南水泥、云南水泥建材集团熟料生产线停窑时长达到了117天,海螺水泥停窑118天。整个上半年开机率甚至不到50%。且当前水泥库存依然处于高位。根据中国水泥网长期监测的数据来看,截止到7月22日,云南水泥库容比为75%。

价格下滑加之成本上升,水泥企业亏损面较大

价格行情方面,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。在交流中得知,今年上半年除了位于滇东北的昭通、滇西北的迪庆等地水泥价格韧性较强外,滇中昆明等地市场竞争激烈,价格下滑幅度更大。

与此同时,高企的煤炭价格更增加了水泥企业的生产成本。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。

故而,上半年云南水泥行业虽然增加了错峰时间减少了供给量,但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。

对于下半年市场情况,当地业内人士认为下半年水泥需求肯定会好于上半年,不过全年来看全省水泥需求量或同比下降超两位数。

张木林表示,在需求下行压力加大的境况下,化解过剩产能、改善供给端或是当前行业的主要出路。据了解,云南接下来的三、四季度或将延长错峰停窑时间,下半年要求停窑70天。按照该要求,部分水泥企业全年停窑时长将超过180天。

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Correlation

Recently, the overall domestic demand has declined steadily, coupled with the weakening of local cost support, and the price of concrete has been stable and small. From November 14 to November 20, the national concrete price index closed at 112.35 points, down 0.13% annually and 10.08% year-on-year.

2024-11-22 18:03:03

According to the China Cement Market Data Center News, the price of cement in Sichuan, southwest China, is mixed; Yunnan is stable as a whole. Chongqing area has been pushing up since November, according to the feedback from leading enterprises, the price is relatively stable after the rise, and the enterprises that did not rise in place in the early stage have also increased by 20-30 yuan/ton in the near future.

2024-11-22 17:27:34

China Cement Network Market Data Center News: Southwest Market Demand Performance in general, mainly stable.

2024-11-22 17:26:33

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 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

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 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

According to the information from China Cement Market Data Center, the price of cement in many places in Yunnan in southwest China has risen by 100 yuan/ton, and the implementation remains to be observed; Liangshan and Panzhihua in Sichuan have also begun to push up by 50 yuan/ton. In Guizhou, some major manufacturers in Qiannan, Qianxinan, Zunyi, Tongren and other regions have recently raised the cement price by 10-40 yuan/ton, while the quotation in other regions has been stable for the time being.

2024-11-01 17:32:29

China Cement Net Market Data Center News: The price of raw material cement in southwest China is pushed up, or the concrete market is pushed up.

2024-11-01 17:04:42

Recently, the domestic temperature has dropped, local demand has dropped compared with the previous period, and the price of concrete market is mainly in a narrow range. From October 24 to October 30, the national concrete price index closed at 112.12 points, down 0.02% annually and 10.33% year-on-year.

2024-11-01 01:06:33

Recently, the construction in the south is relatively active, the local market demand is warming up, coupled with the increasing pressure on the cost side, the market price trend is stable and small. From October 17 to October 23, the national concrete price index closed at 112.14 points, down 0.02% annually and 10.65% year-on-year.

2024-10-25 17:29:24

Southwest raw material cement prices push up, or push up the concrete market..

2024-10-25 14:53:28

According to China Cement Market Data Center, the demand in Sichuan and Chongqing in Southwest China has improved, and the cement price has been steadily promoted; the price increase in Yunnan and Guizhou may be blocked. It is understood that the fourth quarter of Yunnan plans to implement peak staggering production for 51-60 days, affected by the policy, the output of enterprises in the region has declined, and the inventory has declined slightly.

2024-10-18 17:38:28

With the improvement of weather conditions, the domestic market demand has improved as a whole in the near future, but it is still difficult to reach the peak season level in previous years. Concrete enterprises mainly ship at stable prices, and there are still some downward adjustments. From October 10 to October 16, the national concrete price index closed at 112.16 points, down 0.59% annually and 10.64% year-on-year.

2024-10-18 17:28:46

The price of raw materials in Sichuan and Chongqing is pushed up, the implementation is relatively positive, and the price of concrete is mainly stable.

2024-10-18 17:03:45

According to the information from China Cement Market Data Center, the market price of Sichuan and Chongqing in the southwest region continues to rise; Yunnan region is weak and stable; Zunyi, Guizhou has notified to raise the cement price by 10 yuan/ton, and the implementation remains to be observed.

2024-10-12 17:26:43

After the National Day, the domestic concrete market demand rebounded slightly, but the total amount is still relatively weak, concrete enterprises are mainly shipping at stable prices, and have not yet followed the rise of raw materials. From October 3 to October 9, the national concrete price index closed at 112.82 points, in line with the National Day holiday, with a year-on-year decline of 10.21%.

2024-10-12 17:25:54

The price of raw materials is pushed up, and the price of concrete in southwest China is mainly stable temporarily.

2024-10-12 15:13:04

Recently, the domestic market demand in some areas has improved slightly compared with the previous period, but the overall situation is still weaker than same period in history, and the price of concrete remains stable and weak. From September 19 to September 25, the national concrete price index closed at 112.82 points, down 0.10% annually and 10.45% year-on-year.

2024-09-27 17:57:56

The price of raw material cement in many places in southwest China continues to rise, or will affect the price of concrete..

2024-09-27 15:42:03

Recently, the local weather conditions in China are not good, the recovery of market demand is insufficient, the price of concrete is mainly stable, and the local pressure is falling. From September 12 to September 18, the national concrete price index closed at 112.93 points, down 0.21% annually and 10.83% year-on-year.

2024-09-20 17:55:34

The price of raw material cement in Chongqing and Sichuan continues to rise, and the price of concrete may rise slightly..

2024-09-20 15:11:23

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

Demand is still not ideal, and the price of concrete in southwest China is mainly weak and stable.

2024-09-14 14:49:44

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

The demand for concrete in southwest China is still not ideal, and the price is mainly weak and stable.

2024-09-06 17:02:17

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

Demand in the southwest region is sluggish, and concrete prices are running weakly..

2024-08-30 17:01:21

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

Demand is still not ideal, and the price of concrete in southwest China is mainly weak and stable.

2024-08-16 17:17:41

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

According to China Cement Network Market Data Center, the market demand in southwest Sichuan and Chongqing continued to be weak, cement prices in some regions fell by 10-20 yuan/ton, and Yunnan-Guizhou region was mixed. The market demand continued to be weak due to the high temperature off-season in Sichuan and Chongqing, and some enterprises in Sichuan lowered the cement price to increase the shipment volume, while the original plan to raise the price in Chengdu was not implemented. The demand for cement in Chongqing is declining and the price is stable. Rainy weather in Yunnan is frequent, market demand is low, and prices in some areas have fallen after pushing up. Cement prices in Guizhou are generally stable.

2024-08-09 17:19:44

The rainy weather is still the same, and the price of concrete in southwest China is slightly loose.

2024-08-09 17:03:25

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

According to China Cement Market Data Center, the demand and sales in southwest China are sluggish, cement prices in Sichuan and Chongqing continue to fall, and some regions have fallen back to the level before the price increase in June. Some markets in the surrounding Yunnan-Guizhou region are still pushing up in the week, and the implementation remains to be observed.

2024-08-02 17:25:15

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

The market demand continues to be weak and the price of concrete is weak and stable.

2024-07-26 16:59:19

According to the data center of China Cement Market, the intensity of peak staggering has been increased, and the price of cement in Yunnan-Guizhou region has been raised by 30-100 yuan/ton, and the implementation remains to be observed. Cement prices in some markets in Sichuan and Chongqing have dropped by 30-50 yuan/ton.

2024-07-26 16:56:03

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

According to China Cement Market Data Center, cement prices in Sichuan, Chongqing and parts of Yunnan fell by 20-50 yuan/ton this week, and Guizhou continued to push up by 60 yuan/ton. Whether it can be implemented remains to be seen.

2024-07-19 17:19:24

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

According to the China Cement Network Market Data Center, the overall market demand and sales in southwest China are weak due to the off-season market and the impact of rainy weather. The price of cement in some markets of Sichuan, Chongqing and Yunnan has been loosened and declined, ranging from 20-50 yuan/ton.

2024-07-12 17:26:00

The market demand and sales are both weak, and the price of concrete in some markets shows signs of loosening.

2024-07-12 16:11:16