贵州水泥市场的今天就是全国水泥市场的明天?

2023-07-23 13:49:18

贵州水泥市场近几年的行情变动可以说是为当下全国水泥市场充当了“斥候”,面对困境,全行业更要树立以行业利益为优先的共识,否则迎来的只有无止境的亏损。

据中国水泥网·水泥大数据研究院不完全统计,在各省公布的水泥熟料企业能耗水平名单中,贵州省水泥熟料企业中能耗优于标杆水平的企业占比48.1%,这一比例为全国最高。

为什么贵州水泥行业在节能降耗方面做到了全国领先水平呢?

“去年贵州全省的水泥产能大约在1.5亿吨左右,但水泥需求只有不到5000万吨,仅仅是个零头。”近日,黔东南一水泥企业负责人与中国水泥网交流时说道。

该黔东南水泥企业负责人认为,贵州省错峰生产天数一再增加,贵州的水泥产能发挥严重受限,加之产销矛盾激烈,提高产量已经不在贵州水泥企业技改的考虑范畴内,

因此节能降耗成为了贵州水泥企业技改的主流,这也是贵州水泥企业能耗水平优秀的原因之一。

据了解,由于水泥需求不振、产能严重过剩,贵州水泥行业错峰生产天数不断加码。

近期,贵州省水泥工业协会发布了《关于延长三季度错峰生产时间的通知》,要求三季度各水泥企业按照精准错峰、刚性停窑55天/条执行。

而此前的一、二季度,贵州水泥企业已经各执行了60天的停窑。

“今年上半年,贵州水泥产量大约在2100万吨,比去年同期下降了200万吨左右。”贵阳一水泥企业表示,贵州水泥市场现状基本上是“产多少、卖多少”,产量比销量不会高太多。

需求不足的情况下,提高产量反而会加大库存压力导致库满停产,企业错峰天数进一步延长。

需求不振、产能过剩,这不仅仅是贵州水泥市场所面临的问题,更是全国范围的普遍现象。

与其他地区价格战硝烟不断的现况不同,贵州水泥行业采取延长错峰、维持价格的方式共同应对难题。

“我们贵州的水泥人常说,‘贵州市场的今天就是全国市场的明天’。”贵阳另一水泥企业负责人表示,当前在长江流域及两广等地出现的价格无序的情况,贵州早在前几年便经历过。

受西部大开发等政策扶持,贵州在前十几年的发展速度异常迅速,各类重大项目不断“登台”,仰赖众多的基建工程,贵州水泥需求持续旺盛,新建生产线不断。

然而到了2020年左右,各类重大项目逐次“落幕”,贵州基本失去了基础设施建设的空间。

新老项目青黄不接,水泥需求一落千丈,前期不断扩张的水泥产能变成了累赘,贵州水泥市场产需矛盾日益突出。

在需求大幅下滑的初期,贵州各水泥企业也曾借助短暂的错峰停窑即时调节供需,来缓解激烈的产需矛盾,但由于产能过剩过于严重,最终无济于事。

于是各水泥企业将精力放在抢夺市场存量上,贵州水泥价格也一度暴跌。经过残酷的市场竞争,贵州水泥企业普遍认识到,无序竞争只会使萎靡的市场雪上加霜,共同维护行业利益才是长久之计,贵州水泥行业由此开启了长期错峰。

即便如此,今年以来的贵州水泥市场形势愈加严峻。进入6月,受频繁降雨天气及中高考等因素影响,各企业出货量进一步下滑,库存也普遍处于高位;

周边湖南、广西等地的低价水泥输入也对贵州当地的水泥价格造成了冲击。“从年初到现在,水泥价格已经累计下跌了差不多80元/吨。”上述黔东南企业负责人表示,贵州也没能免受全国行情急转直下的影响,今年上半年,贵州大部分企业应当都是亏损状态。

多家贵州水泥企业均表示,贵州不是一个封闭的市场,仅仅靠贵州的高度自律不能改善水泥行情下行的大势。

贵州水泥市场近几年的行情变动可以说是为当下全国水泥市场充当了“斥候”,面对困境,全行业更要树立以行业利益为优先的共识,否则迎来的只有无止境的亏损。

多家贵州水泥企业认为,要改善当前水泥行情,错峰生产必须要做到全国范围的联动,至少也应该是关联地区的联动,单打独斗各自为战最终也只能落得“竹篮打水一场空”;

产能过剩严重是造成水泥行业当下困境的主因,去产能迫在眉睫,下行行情下许多规模不大的水泥企业由于亏损严重急于离场,大型水泥集团可以收购这些企业将其强制关停,切实做到产能退出。

谈到即将纳入水泥行业的碳市场,贵州水泥企业普遍不置可否。

“水泥行业即将纳入碳市场,这对优化水泥行业资源、淘汰落后产能等都有积极帮助,但其对改善整个水泥市场环境能起到多大作用我们还是要谨慎乐观。”上述贵阳水泥企业表示,在产能严重过剩的当下,水泥企业的产量必定会受限。既然产能无法完全发挥,大部分水泥企业可能根本不需要去外购碳排放指标,碳交易市场或许并不会像大家想象的那般火热,其具体实施效果还有待观察。

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Correlation

This week, the pace of downstream resumption of work in most regions of China is still relatively slow, coupled with the unstable support of the cost side, the price of concrete has declined steadily. From February 17 to February 21, the national concrete price index closed at 100.27 points, down 1.76% annually and 19.23% year-on-year.

2025-02-21 18:06:59

According to the data center of China Cement Market, the cement market in southwest China is weak. Leading enterprises in Chongqing raised the price of cement by 50 yuan/ton last week, but the current market demand recovery is not good, the actual transaction price has not increased significantly, the specific situation remains to be further tracked and confirmed.

2025-02-21 17:31:38

China Cement Network Market Data Center News: The slow recovery of the concrete market in the southwest region, the price is weakening.

2025-02-21 17:28:34

On the 20th, some major manufacturers in Guizhou began to notify the increase of cement prices of various varieties by about 60 yuan/ton, and the specific implementation remains to be observed..

2025-02-20 13:15:47

After the Spring Festival, the pace of recovery of downstream terminal demand is slow, the concrete market is still relatively depressed, and the focus of transactions is stable and weak. From February 10 to February 14, the national concrete price index closed at 102.07 points, down 1.39% annually and 17.78% year-on-year.

2025-02-16 23:15:36

According to the information from China Cement Market Data Center, the price of cement in the main city of Chongqing and the west of Chongqing in the southwest region has recovered by 50 yuan/ton, and the implementation remains to be observed; the cement market in the southwest region is weak.

2025-02-14 17:21:13

According to the data center of China Cement Market, the cement market in southwest China is weak. At present, the market demand in Yunnan has been greatly reduced, most of the clinker production lines have been shut down, and the market activities have entered the off-season.

2025-01-17 17:37:03

According to China Cement Market Data Center, The cement market in southwest China is weak. The cement market in Chongqing is weak, and the current demand shows a weakening trend. However, the policy of staggering peak and stopping kilns is implemented in the region, the inventory of manufacturers is not high, and most enterprises mainly stabilize prices.

2025-01-10 17:13:20

Recently, the scope of domestic projects has gradually expanded, the market demand has continued to weaken, the concrete market has been flat, and the quotation of enterprises has been stable and small. From December 26 to January 1, the national concrete price index closed at 111.39 points, and the ring ratio remained stable, with a year-on-year decline of 10.74%.

2025-01-03 18:19:46

According to the data center of China Cement Market, the cement market in southwest China is weak. In January, Chongqing continued to implement the policy of peak staggering and kiln shutdown for 25 days, which led to a decline in the inventory of enterprises in the region. Recently, some clinker production lines in Yunnan have been stopped at off-peak, and near the end of the year, leading enterprises intend to stabilize prices, and there is no significant change in the quotation of leading enterprises in many places in the week.

2025-01-03 17:36:40

Looking forward to 2025, we believe that the demand for cement will continue to decline under the background that the real estate has not yet stabilized and the infrastructure is limited, but the industry's awareness of "anti-involution" will continue to increase, coupled with the current good start, it is expected that the average price of cement will rise slightly, and the industry's profits will be restored to a certain extent.

2024-12-31 16:06:01

From the sharp decline in production to the fierce competition in the market, from the imbalance between supply and demand to the continuous shrinkage of benefits, every event has a profound impact on the future direction of the industry. Let's use these key words to review the cement industry in 2024. They not only record the hard journey of the industry, but also indicate the dawn of future development.

2024-12-31 09:15:34

Near the end of the year, the domestic concrete market demand continued to weaken, the cost support declined compared with the previous period, and the price of concrete in many places declined steadily. From December 19 to December 25, the national concrete price index closed at 111.39 points, down 0.80% annually and 10.97% year-on-year.

2024-12-27 17:40:19

According to the China Cement Market Data Center, the southwest regions of Sichuan and Yunnan are running weakly; the cement market in Chongqing is weak and stable, and the attempt to push up has not caused price fluctuations; Recently, the price of cement in some areas of Guizhou has been slightly loosened, the overall market is mainly weak, and the demand is still poor, only about 2-3% of the normal level. At present, most of the clinker lines in the province are basically in a state of shutdown, and the inventory is high.

2024-12-27 17:13:46

Under the influence of low temperature weather, the market demand in Jiangsu and Shanghai is not ideal, and concrete shipments have declined compared with the previous period. In addition, the price of local raw material cement and sand has fallen, and the concrete market is weak and stable. The weather in Zhejiang is mostly fine, the demand has not changed significantly compared with last week, and the overall price is temporarily stable in the week. Affected by the cold weather and weak demand in Anhui, the price of raw materials has declined, and the price of concrete has also remained weak and stable.

2024-12-23 11:35:18

Off-season construction conditions are gradually weakening, concrete market demand is weak, and enterprise quotations are mainly stable, with a slight decline in some areas. From December 12 to December 18, the national concrete price index closed at 112.29 points, down 0.03% annually and 10.35% year-on-year.

2024-12-22 20:17:53

According to the information from China Cement Market Data Center, the price of cement in many places of Sichuan in the southwest region declined slightly; the price of cement in the main urban area of Chongqing continued to rise by 50 yuan/ton after falling; the price of cement in Kunming area of Yunnan continued to rise by 50 yuan/ton, and the implementation remains to be observed.

2024-12-20 17:56:57

Affected by the cooling and rainy weather, the construction progress slowed down, the market demand in Jiangsu, Zhejiang and Shanghai weakened, and the shipment of concrete decreased. At the same time, the price of raw materials such as cement and sand has fallen, and the cost of concrete production is difficult to increase. In terms of price, the quotation of major manufacturers was weak and stable during the week. At present, prices have been stabilized everywhere, but the overall market situation is not optimistic.

2024-12-16 09:47:22

With the decline of temperature, the demand of concrete market in most regions of the country has further weakened, and enterprises mainly focus on stabilizing prices. From December 5 to December 11, the national concrete price index closed at 112.32 points, with a stable ring-to-ring ratio and a year-on-year decline of 10.24%.

2024-12-15 11:02:18

According to the China Cement Market Data Center, the southwest region of Sichuan is mixed; the demand performance in Chongqing is not good; the cement price in Kunming, Yunnan is pushed up by 50 yuan/ton, and the implementation remains to be observed.

2024-12-13 18:22:00

The concrete market in southwest China is mainly stable.

2024-12-13 16:43:51

In order to improve business conditions, commercial mixing enterprises may try to push up prices to cope with cost pressures and improve profitability.

2024-12-09 10:57:49

Recently, the domestic concrete market demand has weakened seasonally, coupled with the slowdown of raw material prices, concrete prices have been stable and small. From November 28 to December 4, the national concrete price index closed at 112.32 points, down 0.03% annually and 10.12% year-on-year.

2024-12-06 17:54:48

According to China Cement Market Data Center, the price of cement in Sichuan in southwest China is mixed; the demand in Chongqing is not good, leading enterprises are self-disciplined to make up for the increase, and the implementation remains to be observed.

2024-12-06 17:47:45

The market demand for concrete in southwest China is generally stable.

2024-12-06 16:22:57

With the decline of temperature, the demand for terminal construction is weakening, the demand for concrete market is weakening, and the quotation of enterprises is mainly stable. From November 21 to November 27, the national concrete price index closed at 112.35 points, with a stable ring-to-ring ratio and a year-on-year decline of 10.13%.

2024-11-29 17:29:42

According to China Cement Market Data Center News, the southwest region of Sichuan is mixed; Chongqing cement prices are down, rain and high inventory affect the market; Yunnan and Guizhou are temporarily stable as a whole.

2024-11-29 17:29:25

China Cement Net Market Data Center News: The market demand in the southwest region is general, and the concrete price is temporarily stable.

2024-11-29 17:17:14

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

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

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

This week, the pace of downstream resumption of work in most regions of China is still relatively slow, coupled with the unstable support of the cost side, the price of concrete has declined steadily. From February 17 to February 21, the national concrete price index closed at 100.27 points, down 1.76% annually and 19.23% year-on-year.