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。

Correlation

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

According to the China Cement Network Market Data Center news, last week, Guangdong Pearl River Delta, Western Guangdong and Hainan and other market notifications rose 20-30 yuan/ton, Guangxi region rose after the temporary stable operation. Last week, cement prices in the two lakes region were temporarily stable, and some regions in eastern Hubei began to notice a rise.

2025-03-24 14:33:03

According to the data center of China Cement Network, the cement market in Northeast China was stable as a whole last week, and the price did not fluctuate significantly.

2025-03-24 14:17:15

According to the data center of China Cement Market, the cement market in southwest China is weak. Prices in Sichuan are mainly stable, while cement prices in Chongqing and Yunnan are weak this week.

2025-03-24 13:26:12

Since the 22nd, some major enterprises in the province have notified Xiamen, Zhangzhou, Longyan and other places to raise the price of various types of cement by 20 yuan/ton, and the specific implementation remains to be observed.

2025-03-24 11:06:11

On the 15th, some major enterprises in the Pearl River Delta, northern Guangdong and western Guangdong tried again to raise the cement price by 20-30 yuan/ton, and the implementation remains to be observed.

2025-03-17 14:34:26

According to the data center of China Cement Market, the implementation of cement price promotion in North China is slow. Shanxi Province, supported by the policy of extending the peak staggering and stopping kilns to the end of the month, has generally pushed up 50 yuan/ton in central and northern Shanxi, but the recovery of market demand is fatigue, the current inventory is maintained at about 60%, and the actual transaction is still mainly wait-and-see.

2025-03-14 18:19:37

According to the China Cement Network Market Data Center, this week, major enterprises in the central and southern regions of Guangxi notified an increase in cement prices by 30 yuan/ton, and the Guangdong market is running steadily and strongly. This week, cement prices in the two lakes region are mainly stable temporarily, and enterprises have a strong willingness to raise prices.

2025-03-14 17:37:56

According to the data center of China Cement Market, the cement market in southwest China is mixed. With the gradual recovery of market demand, Yunnan's demand is currently at a normal level of about 50%, the overall inventory level is not high, and prices remain basically stable.

2025-03-14 17:31:47

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

2025-03-14 17:00:22

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou.

2025-03-14 16:25:27

Mainstream enterprises in Chengdu, Deyang, Mianyang, Leshan, Meishan, Ya'an and Ganzi raised the price of cement by 40 yuan/ton.

2025-03-14 15:29:23

Some major enterprises in Guangxi plan to raise the price of various types of cement by about 30 yuan/ton from March 12, and the specific implementation remains to be observed.

2025-03-11 16:37:50

According to China Cement Market Data Center, cement prices in central and southern Guangdong, Pearl River Delta and western Guangdong have narrowed compared with the notification range, while market quotations in Guangxi have not changed significantly. At present, there has been a callback in Hunan's previous price increase area, and there has been no major change in Hubei.

2025-03-07 17:36:55

Around 5-6 days, some major enterprises in Hangzhou, Jiaxing, Huzhou, Shaoxing and other places in northern Zhejiang have notified to raise the price of various kinds of cement by about 30 yuan/ton.

2025-03-07 14:20:58

On the 7th, the Henan regional notice raised the price of high-standard cement by about 50 yuan/ton and the price of low-standard cement by about 30 yuan/ton, and the implementation remains to be observed.

2025-03-07 14:05:09

At the end of February, major enterprises in the Pearl River Delta region of Guangdong pushed up the price of cement by 30 yuan/ton, and the implementation range is expected to be about 15-20 yuan/ton.

2025-03-07 13:54:06

Notice of cement price increase by 50 yuan/ton in Wuhai area of Inner Mongolia

2025-03-06 16:58:37

China Cement Network Market Link shows that since March, the domestic cement market has continued to rise, and the price of cement and clinker has been raised in the three eastern provinces, Yangtze River Delta and Hebei.

2025-03-05 15:00:24

Since March 5, some major manufacturers along the Yangtze River in Anhui have again notified an increase in the price of clinker by about 20 yuan/ton.

2025-03-05 10:57:07

Overall, the contradiction between supply and demand in the domestic concrete market is still prominent in March, but with the strengthening of cost support, it is expected that the actual transaction focus will gradually stabilize.

2025-03-05 09:19:59

According to the data center of China Cement Network, the market in the Pearl River Delta, western Guangdong and northern Guangdong in central and southern China notified the price of cement to be raised by about 20-40 yuan/ton, while the price in Guangxi remained stable. Hunan Changsha-Zhuzhou-Xiangtan and other places began to push up the price of cement by about 10-20 yuan/ton, while the price of cement in eastern Hubei went down slightly.

2025-02-28 16:16:39

Despite the strong willingness of enterprises to raise prices, the recovery of market demand is relatively slow, and in some areas, even due to problems such as capital repayment, the construction site start-up rate is low, and the actual implementation remains to be further observed.

2025-02-26 09:27:50

Shaanxi Guanzhong area cement price notice up 30 yuan/ton..

2025-02-25 17:20:33

Is it normal for cement prices to fall in a wide range after the beginning of the year? Judging from the law over the years, the price callback at the beginning of spring is the norm of the industry.

2025-02-24 13:19:27