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。

All can be viewed after purchase
Correlation

According to the information from China Cement Market Data Center, the demand in Northwest China is weak, the demand in Guanzhong of Shaanxi has reached the peak, but the enterprises have stabilized the price to support the market, and the pressure of dark drop is looming; the price depression in Ningxia continues to impact the market in Gansu and Shaanxi; the situation of maintaining stability in Xinjiang is remarkable.

2025-04-25 17:28:03

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

According to China Cement Network Market Data Center, driven by the policy of stopping kilns in the cement market in Northeast China, cement prices in Liaoning and Jilin have risen, while in Heilongjiang, due to the small price impact in the early stage, they have not followed the rise this time.

2025-04-25 16:44:28

According to the China Cement Market Data Center news, the Beijing-Tianjin-Hebei cement market is weakening, prices in southern Hebei are falling back; Shanxi and Inner Mongolia markets are light, and prices are temporarily stable.

2025-04-25 16:32:04

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

Since April 23, cement enterprises in Guiyang, Anshun, Tongren and other areas have been notified to raise the price of cement by about 30-60 yuan/ton, and the implementation remains to be observed..

2025-04-24 15:39:11

Recently, affected by the market situation, coupled with the poor implementation of the policy of staggering peak and stopping kilns, cement prices in Wuhan have fallen again, with a cumulative decline of about 30 yuan/ton..

2025-04-23 16:45:10

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

In recent days, some major manufacturers in the Pearl River Delta region have once again lowered the price of cement by 10-20 yuan/ton.

2025-04-22 11:36:23

Recently, cement prices in Changsha-Zhuzhou-Xiangtan and other places continue to decline, with a general decline of about 20 yuan/ton..

2025-04-21 15:09:17

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 data center of China Cement Network, under the current stable price situation in the cement market in Northeast China, the upcoming kiln shutdown plan may have an impact on the relationship between supply and demand in the market, thus pushing up the price.

2025-04-18 16:42:43

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

Since April 11, the whole province of Henan has notified the rise of cement prices. According to the current understanding, the current round of push up has basically all withdrawn..

2025-04-18 15:39:50

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

In order to cope with the depressed market environment, some cement enterprises in the main urban area of Chongqing have recently lowered the price of cement by 10-40 yuan/ton.

2025-04-17 09:32:56

Gansu Jiuquan, Jiayuguan cement prices again notice up 30 yuan/ton

2025-04-16 17:09:00

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

Yunnan: Recently, the mainstream cement enterprises in Lijiang, Dali, Kunming and other places have notified to raise the cement price by 40-70 yuan/ton, and the landing remains to be observed.

2025-04-15 10:57:04

According to China Cement Net Market Data Center, the northwest cement market as a whole recovered weakly last week, Gansu and Gannan regions had doubts about the landing, Shaanxi Guanzhong was stable, Xinjiang market started price repair adjustment, but the actual transaction price did not fluctuate, and the pattern of weak supply and demand was obvious.

2025-04-14 16:10:13

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 Net Market Data Center, the price of cement in Liaozhong area ended the previous decline, manufacturers tentatively raised the quotation by 20-50 yuan/ton, and Huludao rose by 30 yuan/ton synchronously. However, due to the lack of terminal demand and the problem of kiln shutdown, the mainstream transaction price is still at a low level.

2025-04-14 14:45:50

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, some major manufacturers in Huai'an, Jiangsu, have notified an increase in cement prices by about 10 yuan/ton.

2025-04-10 16:08:38

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

Cement prices in central Liaoning showed signs of recovery in recent days after a sharp correction in the early stage. Manufacturers raised their quotations by 20-50 yuan/ton. The surrounding Huludao and other places also notified an increase of 30 yuan/ton in cement prices on April 8. The specific situation needs further follow-up and confirmation.

2025-04-08 15:07:28

Recently, cement prices in many places in Hunan have been adjusted back one after another, and the decline is generally around 20-30 yuan/ton..

2025-04-08 13:53:49

According to the data center of China Cement Network, in the early stage of the recovery of the northwest cement market, the market in Shaanxi has stabilized in stages, Gansu and Ningxia have been driven by many factors, and the overall stability of Xinjiang has pushed up partially.

2025-04-07 16:34:54

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

Since March 23, the price of cement in Ji'an area has risen by about 20 yuan/ton. Recently, the price has fallen back one after another..

2025-04-07 15:41:47

Since March 25, the price of cement in Henan Province has been notified to rise by 30-50 yuan/ton. Recently, the price has fallen again after rising.

2025-04-07 15:38:49

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

According to China Cement Market Data Center, cement prices in Beijing-Tianjin-Hebei region showed a weak and stable trend, leading enterprises in northern Hebei still stabilized prices, and prices in southern Hebei fell back to the level before the rise; price stabilization strategies in Shanxi and Inner Mongolia markets continued.

2025-04-07 14:26:20

Around April 5, some major manufacturers in coastal Ningbo, Wenzhou, Taizhou, Zhoushan and other places again notified an increase in the price of bulk cement by about 20 yuan/ton.

2025-04-07 10:22:36

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

Influenced by weather and holiday factors, the domestic concrete market demand is generally weak this week, coupled with the loosening of local cost support, concrete prices have declined steadily. From March 31 to April 4, the national concrete price index closed at 100.52 points, down 0.04% annually and 17.85% year-on-year.

2025-04-04 10:50:50

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

2025-04-03 17:07:31

Northwest China's Commercial Mixed Market Demand Is Stable and Weak..

2025-04-03 17:02:53