需求下滑 四川水泥企业提升价格维持工厂运转

2023-11-24 11:59:57

中国水泥网信息中心调研了四川东南部水泥市场,问询本轮11月中旬上调水泥价格的落实情况。

据中国水泥网行情中心消息,14日宜宾、泸州上调50元/吨,16日资自内上调30元/吨。为此中国水泥网信息中心调研了四川东南部水泥市场,问询本轮11月中旬上调水泥价格的落实情况。

 

“基本落实了”四川当地一水泥经销商反馈。他还表示本轮水泥涨价有受川渝地区环保政策的影响,水泥企业需要实行错峰生产计划,11月、12月各停窑半个月,目前大部分水泥企业库存降至中位以下,已处于限量销售的情况。

“其实目前市场需求并不好,11月的销售量还没有10月高”泸州一水泥销售人员透露道,下游需求同样受环保政策影响,工地、商混站大部分都处于停工状态,水泥销售量十分受限,企业通过提高水泥价格来维持工厂的运转。

自贡一水泥厂工作人员表示他们也面临着同样的情况,该厂11月的水泥销售量在600-800吨/天左右,相较于10月下降了20%左右。

内江一大型水泥熟料生产基地的销售人员则表示水泥销售量变化不大,但他为当地水泥企业诉苦:“我们大厂也是只能勉强稳住,周边的小厂就比较难了。”

总的来看,四川东南部此轮水泥价格上调落实情况良好,但是受环保政策影响,11月市场需求较前段时间有所下滑。

虽然11月的市场需求下滑程度不同,但是他们对于今年后期的水泥市场都保持了同样的悲观看法,“12月也不会好起来了”,“有涨价的想法,但是市场需求太差了”......

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已经成为水泥企业应对挑战、走向未来的必然选择。

为此,中国水泥网将于2023年11月29日,在杭州举办“第五届中国水泥智能化高峰论坛”。大会以“数据驱动决策 智能引领未来”为主题,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。

主要议题包括:

1、水泥行业工业互联网平台、双碳平台解决方案

2、水泥企业智能安全生产、智能消防监管解决方案探讨

3、窑磨专家优化控制系统在水泥智能操作中应用

4、水泥企业能源管控系统解决方案实践

5、数字化智慧矿山的方案探讨

6、新能源矿卡、无人驾驶技术在水泥矿山的应用

7、设备状态监测与智能诊断系统和设备全生命周期管理平台应用方案解析

8、智能化实验室在水泥工厂的实践应用

9、在线粒度分析仪对智能操作的支持和对水泥性能质量的保障介绍

10、水泥自动插袋、自动装车、熟料(骨料)智能发运技术解决方案

11、智慧物流系统在水泥行业的发展与案例

12、3D扫描仪盘库系统在水泥行业的应用

13、智能化无人堆场系统和智能抓斗上料系统在水泥行业的案例介绍

14、清库机器人在水泥行业的发展和应用

15、智能巡检机器人在水泥行业中的应用

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Correlation

It is said that one of the main reasons for the instability of the market and the decline of cement prices is the large difference in kiln shutdown time, the imbalance of production capacity, the change of market share and the imbalance of business mentality among enterprises. China Cement Network data show that the price trend of Henan in 2024 is consistent with the national trend, but from the performance point of view, it is always lower than national level in the same period.

2024-12-19 16:09:54

Li Yeqing, president of Huaxin Cement, mentioned in an investor relations event in the first half of this year that Huaxin Cement does not have too many restrictions on overseas development in the region, and the company will expand along a region, such as Africa in the recent stage, Asia is still looking for opportunities, and South America will go in the future. If Huaxin is committed to becoming a global multinational company, it will not stick to or be confined to a certain country or region.

2024-12-18 13:20:19

As soon as the news came out, people in the industry and the financial market reacted strongly. Such a large-scale repurchase and cancellation of shares is not common in the field of building materials and even in the whole market. What kind of signal does China's building materials release to the market? The author will focus on the following points.

2024-12-13 09:46:22

On December 1, Huaxin Cement announced that it intends to acquire Holley Nigeria Caricement B. V and Davis Peak Holding for US $838 million (RMB 6.082 billion). 100% equity interest in Limited. Huaxin Cement's overseas business has become an important business pillar of the company, and this acquisition is expected to open up a new pattern of Huaxin's overseas market, which is an important fulcrum for the company to expand the West African cement market.

2024-12-03 09:27:50

According to the tracking situation of China Cement Network, the situation of cement industry in 2024 will be more severe, and the utilization rate of production capacity will further decline. Especially in Henan and Tianjin, the utilization rate of clinker production capacity has been less than 50% in 2023, and this situation will probably continue in 2024.

2024-11-26 09:22:37

In the long run, the core factor restricting the rise of cement price lies in the serious overcapacity. At present, the real utilization rate of clinker production capacity has reached a new low level in recent years, and the problem of excess contradiction is extremely acute. Only by taking effective measures to resolutely reduce production capacity and solve the persistent illness, can cement price be guided to return to the normal level.

2024-09-20 11:03:39

We need to establish the core values of "others earn more, I can earn more" to guide production and operation. In the short run, only by actively limiting production and restoring the balance of supply and demand in the weak market, can the cement industry achieve a recovery in efficiency. Without enough initiative and consistency to limit production, all those who talk about the price of cement are cheaters and hooligans, and they can not succeed.

2024-08-13 15:12:11

China's urbanization rate has increased by 1 percentage point, which can stimulate the new investment demand of trillion yuan scale.

2024-08-07 15:47:16

In August, the market outlook was weak, inventory pressure increased, demand was low..

2024-08-07 14:09:46

"There are two leading enterprises fighting in Guanzhong.".

2024-07-31 17:32:22

The industry must rationally face the current situation of insufficient demand.

2024-07-29 15:09:40

The cumulative consumption has been unable to support the further demand for cement in the future.

2024-07-19 14:27:26

In such a cold winter, should we narrow the battle line.

2024-07-16 14:11:29

According to the data center of China Cement Market, the price of cement in Guangdong and Guangxi markets has been stable this week, and the price in Hainan has fallen sharply. Prices in Hubei are mainly stable, while prices in Changsha-Zhuzhou-Xiangtan are falling.

2024-07-12 17:23:24

With frequent high temperature and rain weather, the building materials market has entered the off-season of traditional demand.

2024-07-08 16:16:39

Cement and aggregate are "grasshoppers on a rope".

2024-07-05 11:41:59

The largest monthly output of clinker is Anhui Chizhou Conch Cement Co., Ltd., which produces 1.2399 million tons of clinker, accounting for 11.24% of the total output of Anhui Province.

2024-07-02 11:22:10

Following the increase of cement price by 50 yuan/ton at the end of May, leading enterprises in Dali and Lijiang areas of Yunnan continued to notify the increase of cement price by 50 yuan/ton from June 25.

2024-06-26 16:51:15

Looking forward to June, many regions will increase the intensity of kiln shutdown in the off-season. It is expected that the supply will shrink, the inventory will decline, and the cement price will fluctuate slightly.

2024-06-05 15:52:55

Traditional investment in infrastructure construction is difficult to support strong demand for cement.

2024-05-30 16:02:02

Cement manufacturers are facing the embarrassing situation of "opening one day, losing one day".

2024-05-28 15:13:17

On the morning of May 20, the cargo ship "Guiping Wanhua 8689" berthed at the special wharf of Huarun Cement (Guigang) Co., Ltd., after loading 2149.88 tons of cement produced by the enterprise, went all the way east to Shenzhen, the city of Dawan District, Guangdong, Hong Kong and Macao.

2024-05-24 15:58:39

The implementation of the new national standard may become an important opportunity for cement prices to rise.

2024-05-23 15:19:32

How is the cement industry in Hubei? Faced with the current situation, what are the views of cement enterprises in the region?

2024-05-23 13:38:17

The reduction of new construction projects and the weakness of infrastructure have a direct impact on cement demand.

2024-05-21 09:52:34

Fujian's new measure of peak staggering is a positive attempt to alleviate the competitive pressure of local cement enterprises, but the complexity of implementation and the actual effect need to be carefully considered.

2024-05-16 17:05:59

In the future, Huaxin Cement will continue to take green development as the core, continue to increase investment in pollution reduction, carbon reduction, energy saving and consumption reduction, promote the national "double carbon" work with practical actions, and provide Huaxin samples for traditional industrial enterprises to practice the road of green sustainable development.

2024-05-16 10:58:59

In the market with low concentration, we need to adopt the price competition strategy boldly, fight on the fight, but also thoroughly hurt, forcing the production capacity with weak competitiveness to be completely eliminated.

2024-05-16 09:26:05

Layoffs reduce costs, but can they really increase efficiency?

2024-05-15 14:41:02

At present, it is an important opportunity for the cement industry to reshape its pattern and open a new chapter of high-quality development.

2024-05-15 14:16:10

Even from the above four aspects, it is still difficult to fundamentally solve the problem of excess cement production capacity in Henan. If orderly competition and cooperation can not be achieved, the competition between "advanced production capacity and relatively advanced production capacity" will eventually change into the confrontation between "advanced production capacity and advanced production capacity".

2024-05-13 15:30:38

It is about 13 times the price of cement in China, which is 4283 yuan/ton higher than that in China.

2024-05-11 14:22:59

Faced with the impact of low price cement, how will Qinghai cement deal with it? "Give up that market." Relevant person in charge of a large cement enterprise in Haidong said that even if the price is reduced, it will not increase much, so it is better to do more projects or commercial concrete stations, and the price is still high.

2024-05-10 17:01:55

Enterprises are under great pressure to operate and actively raise the price of cement, but the foundation of price increase is not stable.

2024-05-09 13:05:55

The voice of cement price is not decided by small enterprises, nor in the hands of large enterprises.

2024-05-07 13:59:52

Asia Cement (China) has favorable conditions to fully participate in the market competition along the Yangtze River.

2024-05-06 09:33:35

Can this push up be implemented? According to the communication between China Cement Network and local cement enterprises, the difficulty of price implementation in Beijing-Tianjin-Hebei region is quite different.

2024-04-29 17:45:49

"Now the main reason for the price increase is that we can't afford it!" An industry insider in Liaoning said bluntly.

2024-04-26 11:34:38

Data show that from January to March 2024, Ningxia's cement output was 1.0661 million tons, a year-on-year decline of 46.9%, making it the province with the largest decline in cement production in China.

2024-04-25 13:47:41

Not only in Hunan, but also in the whole Yangtze River Basin, the prospect of this round of price increases is worrying. According to the analysis of China Cement Network Cement Big Data Research Institute, the current supply and demand situation is still poor, the foundation of price increase is not solid, and the serious shortage of demand may be the main factor that makes this round of price increase difficult to implement.

2024-04-19 09:17:10

As the junction of Henan and Hebei, the cement enterprises in Anyang and Xinghan have maintained a fierce market competition.

2024-04-18 13:32:24

During the exchange, it was learned that the loosening of cement prices in Hexi area of Gansu Province was mainly due to the obvious decline in local cement demand and the impact of foreign cement.

2024-04-18 09:19:14

The cement market along the Yangtze River has always been the core market of the cement industry, which plays an important role in stabilizing the national cement market.

2024-04-17 17:40:05

According to all kinds of information, the situation is not optimistic about how long Hubei can be "stable" after this round of cement price increase.

2024-04-17 10:51:00

According to the feedback from the market, since the end of the off-peak production in the heating season, the overall demand for cement in the northern region has been low, and the clinker inventory has continued to rise. In this regard, the four provinces of Shanxi, Hebei, Shandong and Henan began to promote the cement industry to stop kilns in April this year.

2024-04-15 16:17:43

Cement prices have remained relatively stable since 2000.

2024-04-15 16:06:10

Cement enterprises are almost faced with the situation that prices can not fall, only rise.

2024-04-12 16:38:44

The cement network APP is an all-round industry assistant integrating audio-visual information, real-time quotations from all parts of the country, production line distribution at home and abroad, global cement clinker ranking, industry leadership resume, project dynamics and industry reports. With its powerful functions and convenient operation, it helps you navigate accurately in the ocean of the cement industry and enjoy the commercial dividends of the information age.

2024-04-12 11:04:59

As of April 9, Daqing Train Depot has completed the unloading of 172 vehicles, 344 standard boxes and a total of 11000 tons of cement clinker, and quickly put them into the Daqing construction market through road freight vehicles, seizing the market opportunities.

2024-04-10 13:06:56

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.