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 demand for cement in southwest China is weak, the price of cement in Chongqing is weak and stable, and the fatigue in Yunnan is pushed up.

2025-04-25 17:20:00

According to the China Cement Market Data Center, cement prices in the Pearl River Delta region of Guangdong continue to decline, and Guangxi is weak and stable. Cement prices in the two lakes region generally fell.

2025-04-25 17:12:37

According to the data center of China Cement Network, the price of cement in central and southern Zhejiang has dropped by about 20 yuan/ton, the scope of price reduction in the Yangtze River Delta market has expanded, and the overall market price has changed from dark to bright around the end of the month.

2025-04-25 16:53:38

China Cement Network Market Data Center News, April 24, the Henan region again notified an increase in cement prices of about 20 yuan/ton. However, the current sales volume is 4-5% of the normal, and the demand is still low. After the opening of the kiln in early April, the cement clinker inventory of the enterprise has increased, and the implementation of the price increase remains to be observed.

2025-04-25 09:25:57

Since April 24, Henan has again notified the increase of cement price by about 20 yuan/ton, and the implementation remains to be observed..

2025-04-24 15:49:18

Recently, the transaction price of some enterprises in many markets in Jiangsu has generally fallen by 10-20 yuan/ton.

2025-04-22 16:21:57

Cement prices in Jinhua, Quzhou, Lishui and other places in central and southern Zhejiang were generally lowered by 15-20 yuan/ton.

2025-04-22 15:40:02

As the cement industry enters the peak season, the investment in infrastructure construction and the construction progress of key projects are accelerating, and some mixing stations will also increase the purchase of cement to cope with the upcoming peak season of cement, which will become the main driving force for cement demand. The further downward space of cement prices is limited, and it is expected that the cement market prices in the province will stop falling and stabilize in April.

2025-04-21 10:00:44

According to the data center of China Cement Network, the demand in Northwest China is weak, the price system is disordered, the sales in Gansu are shrinking after the market is pushed up, the periphery is falling, the low price in Ningxia is seeping out, and the low price in Shaanxi is stable due to the shutdown of kilns.

2025-04-18 17:24:35

According to China Cement Market Data Center, the demand for cement in southwest China is weak, the price of cement in Chongqing's main urban area has fallen, and Yunnan has pushed up the fatigue.

2025-04-18 17:17:30

Cement prices in Henan and the Pearl River Delta region of Guangdong fell after rising this week, while the rest of the market was temporarily stable, according to the China Cement Market Data Center.

2025-04-18 17:05:19

According to the China Cement Network Market Data Center news, inventory has rebounded slightly, coupled with the impact of low prices of some enterprises, cement prices in many markets in the Yangtze River Delta in East China have fallen steadily. Cement prices in Fujian fell slightly by about 10 yuan/ton.

2025-04-18 16:51:01

According to the China Cement Market Data Center, cement prices in Beijing, Tianjin and Hebei are under pressure, with insufficient demand and high inventory; the price stabilization strategy in Shanxi and Inner Mongolia markets continues.

2025-04-18 16:32:37

On April 18, the National Cement Price Index (CEMPI) closed at 125.83 points, down 0.24% annually and up 16.43% year-on-year.

2025-04-18 15:09:05

The national cement market continues the pattern of "regional differentiation and mixed rise and fall". From the perspective of sub-regions, the six regions fell more or rose less on April 11, and the situation of cement price reduction areas is as follows.

2025-04-15 15:11:35

According to the data center of China Cement Market, many places in Yunnan have tried to push up again recently, and prices in some parts of Sichuan have fallen.

2025-04-14 15:55:31

According to the China Cement Network Market Data Center news, cement prices in the two lakes region have been fully withdrawn after the recent rise, and cement prices in Guangdong and Guangxi have been stable and small as a whole.

2025-04-14 15:14:00

According to the China Cement Network Market Data Center, cement prices in the Yangtze River Delta region of East China have stabilized after rising as a whole, and local markets may rise or fall slightly. Northeast Jiangxi continues to raise the price of cement by 30 yuan/ton.

2025-04-14 14:57:02

According to China Cement Market Data Center, the transaction price of cement in Beijing-Tianjin-Hebei region has declined, and there is no plan to stop the kiln in the region, so the cement price continues to be under pressure; the price stabilization strategy in Shanxi and Inner Mongolia markets continues.

2025-04-14 14:27:49

Since April 11, Henan will continue to raise the price of high-standard cement by about 50 yuan/ton, and some areas crossing with Anhui will raise the price by about 20 yuan/ton. The implementation remains to be observed.

2025-04-11 13:20:15

Since April 10, cement enterprises in Bijie area have notified to raise the price of cement by about 30 yuan/ton. At present, the market demand is still poor, and it is difficult to implement the price increase.

2025-04-10 14:08:05

According to the data center of China Cement Network, the cement market in southwest China lacks momentum, the market in Sichuan and Yunnan is weak and stable, and the cement price in Chongqing is temporarily stable after rising.

2025-04-07 15:53:05

According to China Cement Market Data Center, cement prices in the Pearl River Delta and western Guangdong continued to rise by 20-30 yuan/ton, and Guangxi continued to implement after the rise. The price of cement in many places in the two lakes has risen by about 30 yuan/ton.

2025-04-07 15:42:49

From the end of March to the beginning of April, cement prices in Jiangsu, Zhejiang, Shanghai, Anhui and other places in the Yangtze River Delta rose again by 20-30 yuan/ton, and the implementation remains to be observed.

2025-04-07 15:26:20

According to China Cement Market Data Center, cement prices in Northeast China continue to decline, while cement prices in Liaozhong continue to fall sharply. Under the background of unsolved inventory pressure and weak demand, the short-term market will remain weak.

2025-04-07 14:44:42

To sum up, the cement market demand continued to improve in April, but the supply pressure increased synchronously, and the cement price is expected to remain volatile.

2025-04-07 09:30:55

North China market supply and demand is weak, price callback transaction is light..

2025-04-03 17:07:31

The concrete market in East China has risen slightly.

2025-04-03 16:36:12

According to the data center of China Cement Network, the cement market in southwest China has changed frequently. Prices in Sichuan and Yunnan have fluctuated and fluctuated recently. Cement prices in Chongqing have been stable after rising.

2025-03-31 15:24:35

According to the China Cement Network Market Data Center news, the price of cement in Guangxi started the second round of 20 yuan/ton increase, and the price in Guangdong was mixed. The price of cement in many places in the two lakes has risen by about 30 yuan/ton.

2025-03-31 15:04:34

According to China Cement Market Data Center, the Yangtze River Delta region in East China is planning to continue to push up cement prices by 20-30 yuan/ton around the end of the month, and the implementation is to be tracked. The implementation in Shandong is not good enough, and some of them have fallen back to the level before the rise.

2025-03-31 14:52:47

According to China Cement Market Data Center, with the increase of clinker supply in Northeast China, the price of Liaozhong Cement has dropped by nearly 50 yuan/ton. Under the background of unsolved inventory pressure and weak demand, the short-term market will remain weak.

2025-03-31 14:44:41

According to China Cement Market Data Center News, the Beijing-Tianjin-Hebei region was impacted by foreign low-price cement, the price of cement in central and southern Hebei was adjusted back to the level before the rise, and the leading enterprises in northern Hebei were still stable; the market in Shanxi and Inner Mongolia maintained a state of false rise due to weak supply and demand, the actual transaction was low, and the enterprises were on the sidelines.

2025-03-31 14:27:44

Since the 30th, major manufacturers in central and southern Jiangsu have continued to raise the price of bulk cement by 20 yuan/ton.

2025-03-31 13:32:44

Since the 30th, major manufacturers in Shanghai have again notified an increase in the price of high-standard cement by 20 yuan/ton, and the extent of implementation remains to be observed.

2025-03-31 10:56:07

The concrete market in East China is stable and small.

2025-03-28 16:37:08

North China market supply and demand are both weak, prices are weak and stable, and transactions are light..

2025-03-28 16:28:57

Northeast concrete market under pressure

2025-03-28 16:21:27

Recently, the cement price in Liaozhong area has continued to decline, with a cumulative decline of nearly 50 yuan/ton. It is expected that the market price will remain weak in the short term, and the specific situation needs further follow-up and observation.

2025-03-28 10:16:55

From the 25th, the price of high-standard cement in Henan will be increased by 50 yuan/ton; the price of high-standard cement in Zhoukou, Shangqiu and Anhui will be increased by 30 yuan.

2025-03-25 11:02:59

In the near future, the downstream start-up has gradually increased, coupled with the better shutdown of kilns by enterprises, and the national price has continued to rise.

2025-03-25 09:32:19

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Su Tao, general manager of Wuxi Jinhua, made the theme report of "Intelligent Digital Wear-resistant Surfacing of Roller Press Vertical Mill".

2025-03-24 17:50:23

Since the 24th, some major enterprises in many places in Guangxi have continued to raise the price of cement by about 20 yuan/ton. Some markets are still in the wait-and-see stage, and the implementation of this round of price increase remains to be observed.

2025-03-24 17:02:50

According to China Cement Market Data Center, cement prices in the Yangtze River Delta region of East China have stabilized after rising as a whole, and cement prices in Fujian are brewing to continue to rise. The implementation in Shandong is not good enough, and some of them have fallen back to the level before the rise.

2025-03-24 14:57:35