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

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

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Southwest concrete market is weak and stable

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The concrete market in East China has risen slightly.

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Weak Concrete Market in Northeast China

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The price of mixed commodities in central and southern China fluctuates slightly..

2025-04-03 16:25:45

Gansu Lanzhou, Baiyin cement price notice rose 30 yuan/ton

2025-04-02 14:33:24

Around March 30, leading enterprises in Guangdong notified Zhanjiang, Maoming and other places to raise the price of bulk cement by 30-40 yuan/ton.

2025-04-02 11:22:18

Recently, major enterprises in Hangzhou-Jiaxing-Huzhou-Shaoxing in northern Zhejiang and Jinhua and Lishui in central and southern Zhejiang notified that the price of high-standard bulk cement would be raised by about 20 yuan/ton.

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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.

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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.

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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.

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Since March 29, Fuyang, Suzhou, Bengbu, Huainan and other regions have raised the price of bulk cement by 20-30 yuan/ton.

2025-03-31 13:33:52

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

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2025-03-24 14:17:15

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2025-03-24 13:26:12

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2025-03-24 11:45:42

Since the 22nd, regional leading enterprises have notified many places in eastern Guangdong to raise the price of various kinds of cement by about 20 yuan/ton, and the specific implementation remains to be seen.

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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

This week, the demand for concrete market further recovered, the cost increase narrowed, the price of concrete in most regions was mainly stable, and some parts followed the slight adjustment of raw materials. From March 17 to March 21, the national concrete price index closed at 100.49 points, up 0.09% annually and down 17.99% year-on-year.

2025-03-23 23:59:23

Weak and stable operation of concrete market in southwest China

2025-03-21 17:09:38

The concrete market in East China is stable and small.

2025-03-21 17:08:50

Weak Recovery of Commercial Mixed Market Demand in Northwest China..

2025-03-21 17:06:43

The market demand for concrete in Northeast China is recovering

2025-03-21 17:05:24

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

2025-03-21 16:59:53

The price of commercial mixing in central and southern China is stable and small.

2025-03-21 16:09:27

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2025-03-21 15:03:41

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2025-03-17 16:52:54

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

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