亏损面持续扩大!水泥最低卖到190元/吨!听听企业怎么说

2023-07-22 14:51:29

进入下半年,目前水泥市场淡季特征明显,高温天气影响,工地施工进度放缓,市场需求减弱,尽管部分地区加强停窑力度,实际效果并不理想。

受需求整体疲软和库存高企等影响,今年上半年水泥企业经营较为困难,亏损面持续加大,行业加大错峰停窑力度,特别是二季度以来,水泥旺季需求预期落空,不少地区加大自主停产力度。

进入下半年,目前水泥市场淡季特征明显,高温天气影响,工地施工进度放缓,市场需求减弱,尽管部分地区加强停窑力度,实际效果并不理想。

以下为中国水泥网各地市场调研情况:

湖南:

价格跌至近5年新低 生产线“开不起来”

今年以来,湖南地区水泥价格一直“跌跌不休”,目前已是近5年的最低值,并且依然未有任何好转迹象。

“玩不下去了”、“价格又降了”、“需求没有好转”、“都在血拼”……在中国水泥网调研湖南水泥企业期间,各水泥企业的反馈普遍是信心不足,对后续市场持悲观态度。

综合各企业情况来看,湖南水泥企业P.O42.5水泥价格出厂价在230-270元之间,并且随时有下调的可能性。“窑运转率只有40%,价格随时都在变。”张家界一水泥企业表示。

“我们今年都没开窑,熟料都是外购的。”长沙当地一水泥企业直言,“据我了解,今年湖南5000t/d以下的窑基本都没开,5000t/d的窑开一次都开不到20天。”

河南:

市场面临巨大压力 价格低至190元/吨

近期,河南地区市场天气异常,高温和雨水等不利因素导致市场需求低迷,各水泥企业出货量降至5-6成左右,库存持续居高不下。

当地企业表示,目前豫北和郑州部分P.O42.5散装水泥价格已经跌至205元/吨左右,而企业成本却达220元/吨,企业基本上都在亏本销售,预计上半年,河南水泥行业将面临大面积亏损的局面。

另外,据最新反馈,新乡、南阳等地区水泥价格最低已到190元/吨,企业亏损严重。

河北:

价格降无可降!水泥企业选择“躺平”

近日,中国水泥网调研河北地区市场发现,当地水泥价格基本处于低位,再加上现在处于市场淡季,多数水泥企业处于“躺平”状态。

“市场需求不好,就算降价了,水泥也不可能多卖,竞争也没什么用。”邯郸一水泥企业负责人表示,现在水泥价格基本已经到了降无可降的程度。

在调研中,中国水泥网发现今年上半年,河北地区水泥企业经营状况不佳,大多处于亏损状态,仅有个别企业因为成本控制良好,基本保持不亏。

浙江:

部分项目停滞 水泥磨“峰电停,谷电开”

相关报道显示,浙江电网用电负荷7月3日突破1亿千瓦,较去年提早8天,破亿93分钟后,又上升至1.02亿千瓦,创历史新高,这是浙江电网历史上迎峰度夏最早进入负荷破亿阶段。

浙江一大型水泥粉磨企业反馈称,目前尚未收到有关限电停产的通知,企业生产遵循“峰电停,谷电开”的原则,以此来减轻企业用电成本。由于杭州亚运会临近,部分重点项目停滞,该企业产能发挥率仅在三分之一左右,谷电时生产的水泥已经足够满足出货量。

安徽:

需求欠佳 企业3条生产线自主停1条

“行情一直低迷,企业出货量在六七成。”安徽马鞍山一水泥企业向中国水泥网反馈,高温天气影响下,安徽当地水泥企业尚未收到限电停产的通知,但气温超过35度,峰电价格会上涨,这也倒逼水泥企业在峰电时少生产(粉磨系统),以此降低生产成本。“目前都是只开谷电,需求欠佳,发货量上不来。”该企业表示,企业有3条5000t/d熟料生产线,其中一条已经自主停产一个月了。

贵州:

生产时间还没有停产时间长 产销矛盾突出

近期贵州地区终端市场需求持续低迷,企业出货情况较差。

“三、四、五月份的需求情况还算凑合,但从六月开始,频繁的降雨导致需求急剧下降,出货量较前几个月减少了30%左右。”贵州贵阳一水泥企业透露,与去年同期相比,今年上半年的需求量下降了大约15%以上。无独有偶,另一家黔南州水泥企业负责人也表示,今年上半年的需求量下跌了大约20%。

该黔南州水泥企业负责人表示,房地产市场低迷、基建项目资金不足,水泥需求过差应该是贵州各地都普遍面临的问题。

“现在已经又停窑十几天了,生产时间还没有停产时间长,但库存基本是满的。”上述黔南州水泥企业负责人无奈表示,当前局面下或许只能走一步看一步。

对于下半年走势,水泥大数据研究院分析师李坤明表示,上半年土拍成交量达到近年低位,这对下半年新开工形成较大掣肘;

基建由于受同期高基数影响,若无增量政策出台则增速可能回落,下半年水泥需求或不及同期,全年面临较大下降压力;

煤价下降能在一定程度上缓解水泥企业生产成本压力,下半年行业利润降幅有望收窄,但难以回正。

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Correlation

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

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

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

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

Some major manufacturers in Fujian plan to raise the price of various types of cement by about 30 yuan/ton again from November 1, and the implementation situation remains to be seen.

2024-10-31 13:40:09

Looking forward to the fourth quarter, we believe that the demand for cement will continue to weaken, but under the background of the rising voice of "anti-involution" and the increasing awareness of self-help in the industry, enterprises will intensify their efforts to limit production, cement prices are expected to rise, and industry benefits will continue to be restored. Throughout the year, cement demand will face greater downward pressure, and the industry's profit decline is still large.

2024-10-30 17:15:19

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

According to the China Cement Network Market Data Center, the Pearl River Delta in central and southern Guangdong is planning to continue to push up cement prices by 30-50 yuan/ton around the end of the month, and the Guangxi region is temporarily stable. Cement prices in Hunan and Hubei continued to rise by 30-50 yuan/ton.

2024-10-25 17:23:23

The pressure of market competition in East China is greater, and the rise in concrete prices is fatigue..

2024-10-25 16:49:34

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

According to the data center of China Cement Market, cement prices in many places in East China continue to rise, and prices in some areas show signs of falling, and the specific situation needs to be tracked. For example, cement prices in Jiangxi are basically stable this week. Since the 8th, all parts of Jiangxi have been notified to push up the cement price by 20-30 yuan/ton. At present, the market is generally in a stable state after the price increase, and the price has not fluctuated significantly.

2024-10-18 17:33:36

On the 16th, Chengdu-Deyang-Mianyang, Leyamei, Ganzi and other regions again notified an increase in cement prices by 50 yuan/ton.

2024-10-16 10:31:50

According to the China Cement Market Data Center, the price of cement in Lanzhou-Baiyin area of Gansu Province has risen by 10 yuan/ton; the prices in Qinghai, Ningxia, Xinjiang and Shaanxi are stable. Affected by the big drop in temperature, rain and snow before the festival, the market demand in Qinghai has declined significantly. As the weather cleared up, cement sales in the region rebounded, and the market showed signs of warming up.

2024-10-12 17:29:56

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

According to China Cement Market Data Center, cement prices in central and southern Guangdong, western Guangdong and the Pearl River Delta region will be raised by 20-30 yuan/ton this week, and cement prices in Guangxi will also be raised. The Hubei region continued to push up 30-50 yuan/ton, the overall market in Hunan was stable and small, and the Yueyang region was notified to rise.

2024-10-12 17:23:19

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

Limited improvement in demand in October, coupled with excessive price increases in some areas around the National Day, it is difficult to maintain the follow-up, and it is expected that cement prices will show a slightly stronger trend in October.

2024-10-12 09:57:40

From November 11 to December 12, some major enterprises in Lanzhou, Dingxi, Gannan, Linxia and other places in Gansu Province successively notified an increase in cement prices by 10 yuan/ton.

2024-10-11 17:38:55

After the National Day holiday, the actual transaction price of some major manufacturers in the province dropped by about 30 yuan..

2024-10-10 17:07:43

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

According to the China Cement Network Market Data Center news, the implementation of cement prices in the Pearl River Delta region of Guangdong in the central and southern regions is general, while the Guangxi region is stable and declining. Eastern Hubei and other regions plan to push up the price of cement by 30 yuan/ton again. Driven by the price increase in eastern Hubei, individual market prices in Hunan have been notified to rise again.

2024-09-27 16:48:15

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

Market demand has not improved, although the price of raw materials has been pushed up, the price of concrete is mainly stable.

2024-09-27 15:20:26

In order to increase profits, major enterprises in Tianshui and Longnan Chengxian notified an increase in cement prices by 30 yuan/ton around the 23rd.

2024-09-25 16:05:55

Since September 21, the manufacturers in the main urban area of Chongqing have notified the cement price to be raised by 50 yuan/ton, and the western Chongqing area has notified the cement price to be raised by 30 yuan/ton.

2024-09-24 13:47:20

Since the 22nd, major manufacturers in Fujian have begun to notify the increase of the price of all kinds of cement by 20 yuan/ton.

2024-09-23 13:15:11

According to the China Cement Network Market Data Center, cement prices in the Pearl River Delta market in central and southern Guangdong are planned to stop falling and rise again, while prices in individual markets in Guangxi have experienced a second round of decline. During the Mid-Autumn Festival, the range of price increases in the two lakes areas has been extended to the whole province, pushing up by about 30 yuan/ton. Since the 10th, some major manufacturers in Henan have pushed up the price of cement by 30 yuan/ton, but the actual implementation is not ideal, some enterprises have not implemented in place, and the quotation remains at the level before the rise.

2024-09-20 17:10:16

Major enterprises in Guangdong plan to raise the price of cement by about 30 yuan/ton from the Pearl River Delta market on the 21st.

2024-09-20 16:23:10

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 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 price of raw materials in the Yangtze River Delta region of East China has been rising, and the price of concrete is weak and stable.

2024-09-06 12:01:33

Since June 6, the leading enterprises in the region have again notified an increase in cement prices by 20 yuan/ton, and the implementation remains to be observed.

2024-09-06 09:28:19

Leading enterprises in Chengdu, Deyang, Mianyang, Leshan, Ya'an and other places in the province plan to raise cement prices by about 40 yuan/ton from September 6.

2024-09-05 15:38:53

On September 1, some leading enterprises in Guangxi notified many places to reduce the price of cement by about 20-30 yuan/ton.

2024-09-02 15:30:59

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

According to the report, in the second half of 2024, the external environment is still complex and severe, and the operation and development still face many risks and challenges. From the perspective of the industry, in the second half of the year, the marginal demand for cement improved, the supply compression continued to increase, and the contradiction between supply and demand in the industry was prominent. From the company's point of view, strategic opportunities and risks coexist, uncertainties increase, the complexity and severity of the business situation, the heavy and arduous tasks continue to intensify.

2024-08-27 11:20:44

Since the 26th, enterprises in Northeast Jiangxi, Nanchang, Yichun, Ji'an and other places have again notified an increase in cement prices by 20 yuan/ton..

2024-08-26 13:49:21