天气转冷 需求走弱 水泥价格逐渐趋稳

2023-11-19 11:45:24

多地气温继续下降,局部地区雨雪天气明显,市场需求持续走弱,预计下周水泥价格弱稳运行。

北方地区气温下降较快,局部地区雨雪水天气干扰明显,水泥需求进一步走弱;南方地区开始转冷,施工进度减慢,企业出货量下降。总的来看,淡季特征愈发明显,全国水泥价格行情趋稳运行。

本周五,全国水泥价格指数(CEMPI)报收110.94点,环比上涨0.11%,同比下跌28.18%;全国熟料价格指数(CLKPI)报收114.6点,环比上周下跌0.11%。本周熟料价格小幅下跌。

图1:水泥价格指数走势(点)

数据来源:水泥大数据(https://data.ccement.com/)

图2:熟料价格指数走势(点)

数据来源:水泥大数据(https://data.ccement.com/)

分区域看,本周六大区域北方稳定,南方涨跌互现。中南地区生产成本增加,水泥价格走高2.14%;西南地区销量下滑,水泥价格下跌0.86%;华东地区需求疲软,水泥价格下行0.48%;华北、西北和东北地区进入淡季,水泥价格较上周没有变化。

六大区域水泥价格指数变化

数据来源:水泥大数据(https://data.ccement.com/)

具体而言:

华东地区

江苏:天气逐渐转冷,市场需求疲软受长三角地区熟料价格下滑影响,水泥价格周内弱稳运行,部分地区水泥价格持续回落,苏中南地区实际成交价格实际成交价格有松动下滑10-20元/吨迹象。15日起徐州、宿迁地区一些主要厂家再次尝试推动上调水泥价格10-20元/吨,是否能落实有待观察。

浙江:水泥价格弱稳运行,终端市场需求较往年同期仍不理想,且信心不足,销量不佳。水泥价格周内整体市场有暗降情况,浙北地区一些企业实际成交价格有松动下滑10元/吨的迹象,具体情况有待继续跟踪。

安徽:天气逐渐转冷,市场需求疲软,受原材料熟料价格下滑影响,水泥价格方面周内弱稳运行,市场仍存价格战现象,部分地区企业实际成交价格松动下滑5-10元/吨,目前来看没有继续上涨的迹象。

福建:阴雨天气较多,终端市场需求疲软,出货量不佳,不达往年同期水平。水泥价格周内暂时弱稳运行。原定于11月中旬再次尝试错峰停窑推涨水泥价格计划已无执行可能,省内一些企业实际成交价格松动下滑10-20元/吨,具体情况待观察。

山东:晴好居多,全省熟料线已开启大面积停窑,加之原材料价格上涨,9日部分地区推涨水泥价格20-30元/吨后,周内市场价格暂稳运行。聊城、德州一些主要厂家通知上调水泥价格30元/吨,具体落实待观察。

中南地区

湖北:雨水天气减少,加之河南方向涨价带动,16日-17日起襄阳地区主导企业通知上调水泥价格30元/吨,十堰地区主导企业通知上调水泥价格50元/吨。目前市场需求销量一般,本轮调涨落实情况有待观察。

湖南:终端市场需求较为疲软,企业销量五成上下。周内各地企业报价整体平稳为主,个别有暗降迹象。

广东:外来水泥进入持续减少,加之前期亏损经营,继10日上调水泥价格20元/吨后,17日起部分主导企业继续通知对江门、中山、珠海、广州(南沙、番禺)等地区上调散装水泥价格10元/吨,执行情况有待观察。

广西:本地市场需求低迷,加之西江限航影响,水泥外发受限,企业销售压力较大。前期水泥价格上调后,本周暂无明显波动。

河南:市场需求一般,受原材料价格推涨和环保停窑影响,14日起一些主要厂家继续通知上调高标水泥价格50元/吨低标水泥价格20元/吨。此次推涨前省内一些企业实际成交价格有松动下滑20-30元/吨迹象,本轮价格上调落实情况有待观望。

西南地区

四川:市场需求略有好转,加之错峰停窑,部分企业库存下降至中位且限量销售,14日-17日宜宾、泸州、资自内、攀枝花等地区主导企业通知上调水泥价格30-50元/吨,实际执行有待观察。

重庆:近期阴雨天气为主,市场需求销量下滑。目前企业执行错峰停窑,库存压力减缓。水泥价格前期上调后,总体保持平稳。

贵州:错峰停窑,加之周边市场涨价带动,周内贵州黔西南、遵义、六盘水等地区主导企业通知上调水泥价格10-30元/吨。目前市场需求销量不佳,此番涨价能否落实有待观察。

云南:企业错峰减产,上周省内多数地区上调水泥价格30元/吨后,周内暂时持稳,但月底前仍有继续推涨的预期。

华北地区

京津冀:由于环保管控、原材料价格上涨等因素影响,生产成本走高。加之周边市场涨价带动,14日起天津和河北沧州、衡水等地主要企业通知上调水泥价格30元/吨。周边邢邯地区也计划推涨,一些主导企业已发出调涨通知,部分企业仍处观望状态,实际执行情况有待观察。

山西:错峰停窑执行情况较好,库存压力有所减轻。加之前期水泥价格处于相对低位,12日起长治、晋城地区一些主要企业通知上调水泥价格20元/吨。目前整体市场需求疲软,销量一般,此前两轮推涨都未落实到位,本轮价格是否如期上调,有待观察。

西北地区

陕甘青宁:陕北地区需求持续疲软。受降温及局部雨雪天气影响,工程结束加快,市场进入尾声阶段,价格维持稳定。陕南地区十月以来价格有下浮迹象,部分企业因有供货工程项目,对外报价以稳为主。宁夏地区市场需求淡季缓慢下滑状态,由于整体需求疲软,降价促销意义不大,且调整空间较小,企业报价低稳运行。青海地区主要企业对外报价暂无明显变动。

新疆:据市场反馈,新疆伊犁、博州地区地区停窑执行力度较好,企业库存普遍偏低。受此带动,15日起区域内一些主要企业继续通知上调水泥价格20元/吨。目前来看,实际成交并未有明显上涨迹象,具体落实有待观察。

东北地区

进入11月后东北气温下降更加明显,尤其黑吉地区雨雪天气加速了水泥需求的下滑。水泥价格整体大稳小动。

后市预测:多地气温继续下降,局部地区雨雪天气明显,市场需求持续走弱,预计下周水泥价格弱稳运行。

随着水泥需求的下滑以及产能顶峰的到来,市场竞争日益白热化,一轮周期性的行业洗牌不可避免。依托数字化、智能化技术手段,实现技术和管理升级,持续降低能耗、污染物排放和碳排放,提升企业综合竞争力是水泥企业应对挑战的关键。

为此,中国水泥网将于2023年11月29日,在杭州举办以“数据驱动决策 智能引领未来”为主题的“第五届中国水泥智能化高峰论坛”,诚邀行业专家学者及相关企业代表,共同探讨和推动水泥行业的智能化进程。

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Correlation

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 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

China Cement Net Market Data Center News: Raw Materials Rise, Concrete Prices in Southwest China May Be Raised

2024-11-08 17:11:43

China Cement Net Market Data Center News: The market demand has weakened, and the price of commercial mixing in the northwest region has stabilized.

2024-11-08 17:02:18

The demand for concrete in North China is weak.

2024-11-08 16:18:52

Driven by the rising price of raw materials, the price of concrete in central and southern China has risen slightly..

2024-11-08 15:49:01

On the 6th, leading enterprises in Shijiazhuang, Xingtai, Handan and other places in Hebei notified an increase in cement prices by 50 yuan/ton.

2024-11-07 15:19:04

On the 5th, some major manufacturers in the province pushed up the price of cement by 50 yuan/ton.

2024-11-06 17:29:51

On the 4th, Changsha-Zhuzhou-Xiangtan, Hengyang, Yongzhou, Chenzhou and other places once again tried to push up cement prices by 20-30 yuan/ton..

2024-11-06 15:40:33

At the beginning of October, the national cement price index (CEMPI) was 124.84 points, closing at 131.3 points at the end of the month, up 5.63% annually and 19.73% year-on-year.

2024-11-06 15:05:16

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

From 3 to 4 days, major enterprises in Guangxi have been notified to raise the price of various kinds of cement by about 30-70 yuan/ton.

2024-11-04 15:06:13

According to China Cement Market Data Center News, in the central and southern regions, this week, Guangdong Pearl River Delta and Hainan regions continue to push up the cement price by 30-60 yuan/ton, and the implementation will wait and see; Guangxi region is planning to push up the cement price by 30-50 yuan/ton. After the two lakes region experienced many times of pushing up, the price was temporarily stable this week.

2024-11-01 17:35:36

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

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

The concrete market in North China is relatively stable.

2024-11-01 17:02:53

The Northeast concrete market is weakening.

2024-11-01 16:52:08

China Cement Net Market Data Center News: This week, the northwest market is mainly stable.

2024-11-01 16:50:09

Cement prices in central and southern China are generally rising, and concrete prices may rise..

2024-11-01 15:49:36

Prices in some parts of East China have been raised this week, but the overall price has been stable.

2024-11-01 15:14:55

On November 1, major enterprises in Hainan Island again notified an increase of 60 yuan/ton in the price of various types of cement.

2024-11-01 10:09:33

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2024-11-01 01:06:33

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2024-10-31 13:40:09

Based on the market situation of the cement industry and the demand for high-quality and low-carbon development of Conch Cement, Conch will strengthen the research and development of technologies such as energy saving and carbon reduction, green environmental protection, clean energy and low-carbon cement. The main research directions of Conch's scientific and technological innovation in the future are as follows: 1. Research and development project of raw material and fuel substitution in the cement industry; 2. Research and development project of cement clinker quality improvement; 3. Energy-saving and carbon-reducing technical equipment R & D project; 4. Clean and green energy R & D and manufacturing project; 5. Future carbon technology industry exploration project.

2024-10-29 16:34:25

The price of cement in Yunnan region has risen sharply since the 27th.

2024-10-28 11:30:23

Since the 26th, enterprises in various regions in Jiangxi have again notified an increase in cement prices by 30 yuan/ton..

2024-10-28 09:44:51

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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

China Cement Net Market Data Center News: The overall demand has weakened, and the price of concrete in the northwest region is mainly stable.

2024-10-25 16:30:17

The concrete market in Northeast China is stable, the demand is weak and the price is stable.

2024-10-25 16:14:15

The price of concrete in North China is affected by the rise of raw materials, and there are signs of price increase.

2024-10-25 16:09:22

Prices of raw materials in central and southern China continue to rise, and the concrete market has not yet fluctuated significantly..

2024-10-25 15:28:18

Southwest raw material cement prices push up, or push up the concrete market..

2024-10-25 14:53:28

Since the 23rd, enterprises in Wuhan and surrounding eastern Hubei have once again notified an increase in the price of bulk cement by 50 yuan/ton and bagged cement by 30 yuan/ton.

2024-10-24 14:00:21

On the 23rd, cement enterprises in some areas of Beijing, Tianjin and Hebei notified an increase in cement prices by 50 yuan/ton.

2024-10-23 14:22:38

On the 23rd, the recovery notice of leading enterprises in Hainan Island raised the price of various kinds of cement by about 60 yuan/ton.

2024-10-23 10:04:08

Recently, the price of cement in Taiyuan, Jinzhong and other places in Shanxi has been raised by 30 yuan/ton.

2024-10-22 14:16:36

Since the 20th, enterprises in Yichang, Jingzhou and other places have again notified the price of cement to rise by 50 yuan/ton..

2024-10-21 14:52:57

Since the 18th, enterprises in Changsha-Zhuzhou-Xiangtan, Changde and other places in Hunan have again notified an increase in cement prices by 30 yuan/ton, and the implementation remains to be observed..

2024-10-21 14:48:17

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

With the improvement of weather conditions, the domestic market demand has improved as a whole in the near future, but it is still difficult to reach the peak season level in previous years. Concrete enterprises mainly ship at stable prices, and there are still some downward adjustments. From October 10 to October 16, the national concrete price index closed at 112.16 points, down 0.59% annually and 10.64% year-on-year.

2024-10-18 17:28:46

China Cement Net Market Data Center News: Concrete Prices in Northwest China Remain Stable

2024-10-18 17:17:47

Raw material prices continued to rise, and concrete prices in the central and southern markets were mixed..

2024-10-18 17:14:14

The price of raw materials in Sichuan and Chongqing is pushed up, the implementation is relatively positive, and the price of concrete is mainly stable.

2024-10-18 17:03:45

The activity of the concrete market in Northeast China has declined.

2024-10-18 16:33:27

Weak and stable operation of concrete market in North China..

2024-10-18 16:21:12

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.