中国水泥网:东三省错峰停窑30天!部分企业大幅上调水泥价格!

2022-08-03 16:09:19

8月2日中国水泥网在调研黑吉辽部分水泥企业时了解到,东三省水泥企业由于区域内价格基本筑底,且生产成本大幅上涨,辽宁、吉林一些企业已借机推涨价格,不过黑龙江地区据多位业内人士回复称虽有涨价意愿但并未落实。

近日,东三省发布通知称8月份水泥企业要停窑30天。为何东北会选择此时展开区域性错峰停产呢?当前东北水泥行业发展情况如何?对此,中国水泥网调研了黑吉辽一些水泥企业。

多家企业相关负责人在交流中透露,上半年东三省整体行情惨淡。据国家统计局数据,上半年辽宁水泥产量同比下滑26.19%,黑龙江水泥产量同比下滑了32.65%,吉林同比下滑了45.68%。价格方面,从下图中国水泥网跟踪的价格来看东北水泥价格也基本一路下滑。“当前水泥价格250-280元/吨,而生产成本高企,企业业绩不太乐观。”辽宁一水泥企业称。 

由于需求、价格下滑严重,加之水泥生产成本高企,大量水泥企业处于亏损状态。如亚泰集团曾发布2022年半年度经营业绩情况称预亏5亿元--5.8亿元,原因主要是上半年吉林暴发新冠疫情,3-4 月份建筑施工项目停工致使建材产品产销量大幅下降。

“况且值得注意的是,东北原本在8月要到来的小旺季至今还没有任何迹象,整体处于旺季不旺,淡季更淡的态势,且水泥企业又处于高库位。”辽宁一水泥企业直言。从中国水泥网长期跟踪的东北库容变化也能看出,截止7月29日,东北水泥库容比为76.67%。在此境况下企业为了自保从改善供给端入手,开展8月错峰停窑。

8月2日中国水泥网在调研黑吉辽部分水泥企业时了解到,东三省水泥企业由于区域内价格基本筑底,且生产成本大幅上涨,辽宁、吉林一些企业已借机推涨价格,不过黑龙江地区据多位业内人士回复称虽有涨价意愿但并未落实。

吉林一大型水泥企业表示,由于价格已处于生产即亏本的情况,此番东三省停窑加之水泥需求稍有好转,企业计划8月3日起上调水泥价格50-80元/吨。“当前我们企业的煤碳进厂价在1300元/吨,不上调水泥价格企业就没有盈利空间。”该人士直言。据其透露企业所在市场需求正在好转,涨价前夕厂内发货量为平时的120%。

辽宁也有部分水泥企业反馈称上调水泥价格90-100元/吨。

黑龙江一行业负责人称,由于原燃材料价格上涨,当前黑龙江水泥生产吨成本较同期上涨100元,而当前水泥价格才维持在200多元/吨。“黑龙江水泥价格是否能推涨主要还是看辽宁地区的水泥价格是否可以涨到位。”该人士透露,不过随着加下来蒙东地区也要开展错峰停窑,水泥供给端受限,黑龙江预计接下来涨价的可能性很大。

值得关注的是,在调研时了解到,由于疫情、南方市场行情多不如以往,今年以来东北水泥南下的量也大幅下滑。不过,如今江浙、安徽等地已开始恢复上调水泥价格,接下来是否会影响东北水泥企业加大南下的输出量,此次东北涨价又是否会落实到位中国水泥网将持续关注。

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Correlation

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

According to the data center of China Cement Market, the price of cement in Northeast China is generally stable, the demand is stable, and the expectation of off-peak kiln shutdown is good.

2024-06-28 17:09:41

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

According to the China Cement Network Market Data Center, this week, the second round of cement prices in Guangxi began to rise by 30-40 yuan/ton in a month, while cement prices in Guangdong were mixed.

2024-06-14 19:47:39

According to the data center of China Cement Market, the high temperature weather continues, the demand is flat, and the price has stabilized in many places.

2024-06-14 19:37:39

According to the data center of China Cement Market, the price increase of cement in Northeast China has been well implemented, and the new national standard and peak staggering production support the market.

2024-06-07 17:05:38

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

China Cement Network Market Data Center News, around May 1, leading enterprises in many places in Northeast China notified an increase in cement prices of about 50 yuan/ton. After the shutdown of the kiln, clinker stocks declined. At present, the implementation of the price increase is better.

2024-05-11 16:51:41

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

According to China Cement Network Market Data Center, since the middle of the year, many enterprises in Sichuan and Chongqing have notified the price of cement to be raised by 15-30 yuan/ton. At present, the implementation is mostly around 10-20 yuan/ton. The market demand and sales volume in Yunnan-Guizhou region is low, and the price of cement in some markets has dropped by 10-20 yuan/ton in the week, and the range in some regions is about 40 yuan/ton.

2024-04-19 16:50:45

Some enterprises in Shijiazhuang, Hebei notified that the cement price was increased by 30 yuan/ton, mainly due to the increase in clinker price caused by off-peak production in winter. At present, most cement plants have stopped production for maintenance, and the downstream market has recovered slowly. It is expected that production will be gradually resumed in mid-March.

2024-03-04 10:05:08

Staggered peak production of cement, only reduce the output, not reduce production capacity.

2024-01-08 15:12:46

The national cement price index (CEMPI) was 113.53 points at the beginning of December and closed at 113.37 points at the end of the month, up 0.21% from the previous month and down 19.96% from the previous year.

2024-01-03 14:34:56

The number of days of off-peak kiln shutdown is increasing rapidly year by year, but the effect of off-peak production is weakening year by year. Especially this year, with the further sharpening of the contradiction between supply and demand, the impact of off-peak kiln shutdown on the cement market has been greatly weakened.

2024-01-02 09:06:26

据中国水泥网行情数据中心消息,本周极端低温天气,加之局部降雪影响下,东三省本地市场基本停滞,价格维持稳定。

2023-12-22 17:31:26

2023年,受房地产持续调整等影响,水泥行业发展景气度继续下降。一季度下游复工情况尚佳,整体需求好于同期;二、三季度“旺季不旺、淡季更淡”,需求减弱明显,加之市场竞争激烈,水泥价格持续走低;四季度需求弱势恢复,水泥价格小幅上涨。总体来看,2023年水泥产量创下近13年新低,尽管煤价重心有所下移,但水泥价格降幅较深,行业利润大幅萎缩。展望2024年,我们认为地产对水泥需求拖累减弱,水泥产量或将小幅下降,产能过剩压力下水泥价格中枢下移,行业效益难言乐观。

2023-12-22 17:20:42

12月8日,全国水泥价格指数(CEMPI)报收113.7点,环比上涨0.15%,同比下跌23.72%。

2023-12-08 18:25:52

据中国水泥网行情数据中心消息,进入十二月,东三省多数企业已进入错峰停窑阶段。

2023-12-08 17:23:14

11月初全国水泥价格指数(CEMPI)为109.69点,月末报收113.13点,环比上涨3.16%,同比下跌25.74%。

2023-12-01 17:06:06

总的来看,仅有少数地区仍在推涨,全国水泥价格行情止涨转跌。

2023-11-27 13:33:51

河南、海南水泥价格迎涨,内蒙古部分水泥企业停产。2023年前三季度,全国水泥产量同比下降4.32%,行业效益大幅萎缩。水泥行业产能过剩问题并非只因为“产能过剩”,大企业之间的恶性竞争才是更大原因。水泥企业通过卖股权、撤销熟料项目等方式寻求“自救”。河北发布2023-2024年水泥行业错峰安排。

2023-11-16 13:20:42

日前,河北省建筑材料工业协会发布《2023-2024年度河北省水泥行业自律自救错峰生产安排的通知》。

2023-11-15 17:22:41

据了解,今年内蒙古地区水泥需求表现一般,部分区域由于需求下滑严重,市场竞争激烈,水泥价格较低,一些企业早都自主停窑了。

2023-11-15 15:44:14

10月初全国水泥价格指数(CEMPI)为106.53点,月末报收109.66点,环比上涨2.88%,同比下跌28.91%。

2023-11-01 16:29:16

总的来看,国庆节后,水泥市场存在需求改善预期,加之成本端压力较大,水泥企业普遍存在涨价意愿。各地需求实际恢复情况高低不一,水泥涨价存在差异,但整体价格指数仍呈现小幅回升趋势。

2023-10-19 09:16:41

本周五,全国水泥价格指数(CEMPI)报收109.83点,环比下跌0.86%,同比下跌23.11%。

2023-08-05 09:30:32

7月中下旬,多地气温仍较高,部分地区受强降雨影响较为明显,下游需求疲软,企业出货量偏低。整体来看,全国水泥价格行情延续跌势。

2023-07-27 09:30:49

持续高温之下,多省市用电负荷创下新高。据报道,当前四川、广东、广西、云南、贵州、海南六省区用电负荷已创历史新高。

2023-07-13 09:26:29

2023年二季度,行业需求疲软,厂家库存高企,多个省份错峰时间明显延长。

2023-07-12 16:05:07

本周五,全国水泥价格指数(CEMPI)报收115.35点,环比下跌1.92%,同比下跌19.71%。

2023-07-07 18:24:55

东北黑龙江、吉林地区企业计划执行错峰生产15天。

2023-07-07 16:29:51

6月初全国水泥价格指数(CEMPI)为126.23点,月末报收117.61点,环比下跌7.06%,同比下跌19.09%。

2023-07-04 15:22:40

[水泥大数据研究院]水泥产业链指数运行周报(2023.6.30)

2023-06-30 17:16:52

后市预测:行业正式进入淡季,市场竞争激烈,企业库存普遍高位承压,预计近期水泥价格仍将延续跌势。

2023-06-12 09:47:15

合理的利润才是行业发展的动力根本。水泥这锅粥,还得自己来熬,只是别烧糊了。

2023-05-24 09:16:05

[水泥大数据研究院]水泥产业链指数运行周报(2023.4.28)

2023-04-28 17:22:29

晴好天气居多,下游施工条件转好,预计下周水泥价格将偏稳运行。

2023-04-16 11:09:17

本周五,全国水泥价格指数(CEMPI)报收139.32点,环比下跌0.92%,同比下跌18.75%。

2023-04-15 12:13:56

2月初全国水泥价格指数(CEMPI)为136.63点,月末报收137.62点,环比上涨0.64%;由于同期绝对价格较高,本期水泥价格同比下跌18.13%。

2023-03-01 16:29:38

[水泥大数据研究院]水泥产业链指数运行周报(2023.2.17)

2023-02-17 17:23:30

各地市场启动较为缓慢,预计下周水泥价格将偏稳运行。

2023-02-12 13:11:31

本周五,长江流域水泥价格指数(YRCEMPI)报收126.19点,环比上周下跌0.09%。

2023-02-03 18:11:38

后市预测:市场进入传统淡季,需求接近尾声,预计下周水泥价格仍将偏弱运行。

2022-12-25 14:13:03

北方地区进入需求淡季,施工量较少;南方地区阴雨天气频发,需求进一步走弱,全国整体价格行情继续下行,其中北方地区平稳为主,南方多地持续下跌。

2022-12-12 09:20:00

本周五,全国水泥价格指数(CEMPI)报收148.95点,环比下跌1.97%,同比下跌23.97%。

2022-12-10 11:05:00

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.