水泥市场竞争激烈,强弱分化逐渐凸显

2023-12-01 15:44:53

根据不少企业反馈,由于房地产萎缩严重,当地水泥需求主要是靠重大项目支撑。

近期,中国水泥网调研了甘肃今年的水泥市场情况。根据不少企业反馈,由于房地产萎缩严重,当地水泥需求主要是靠重大项目支撑。

其中,河西地区受重点工程项目支撑,水泥需求相对可以。武威市一水泥企业相关负责人表示,金武片区受重点工程高速、高铁支撑今年水泥需求还相对可以,企业截至目前的水泥销量已经与去年持平。

“市场需求有所下降,但下降幅度不大。企业水泥销量和去年同期相比变化不大。”一位长期负责嘉峪关和酒泉市场的业内人士表示。

“受重大项目支撑,今年水泥需求基本与去年持平。”白银一水泥企业人士表示,去年由于疫情影响,一些重大项目进度缓慢,今年是将之前挤压的需求释放了出来。

“房地产需求不到去年一半,重点项目需求同期持平,整体市场需求下滑明显。”兰州一业内人士称,不过我们企业竞争力较强,企业积极开拓市场,所以水泥销量和去年基本持平。

陇南一企业相关负责人称,今年整体市场需求都不太好,不过公司受重大项目支撑水泥销量仅比去年下滑了5%左右。

负责平凉、庆阳市场的一行业人士表示,今年公司水泥销量同比下滑10%左右。

值得注意的是,上述皆为当地竞争力强的大型水泥企业相关负责任的表述,而对于一些拥有老旧生产线而言的企业来说,情况不太乐观。尤其是今年,市场竞争激烈,价格战四起的情况下,由于时间较长的熟料线生产成本高,基本上无法与竞争力强的企业进行“武力”抗衡。

“今年受宁夏水泥冲击,企业水泥销量同比下降20%。”金昌一水泥企业人士表示,宁夏去年年底屯了很多水泥熟料,为了消化库存向周边市场冲击,由于兰州等地属于熟料产能更多,便瞄准金昌市场,而企业由于设备旧,水泥制造成本相对高,单论价格而言很难拼得过。

而位于武威、平凉、兰州的一些大型水泥企业表示,今年宁夏水泥需求很差,本地市场难以消纳只能向周边市场输送,不过由于企业生产线竞争力比较强,外来水泥基本上不会影响所在市场。

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However, in the semi-annual reports issued by major cement listed companies, despite the sharp decline in profits of the cement sector, the development of the aggregate sector is still steady. China Cement Network data show that in the first half of 2024, the demand for aggregate for concrete fell 10.8% year-on-year, with a total demand of 6.25 billion tons, dragged down by both downstream infrastructure and real estate. Therefore, how long the aggregate can support cement enterprises is indeed a pessimistic unknown.

2024-09-04 09:39:36

Demand is declining, supply is increasing, and the price of sand and gravel industry is adjusted in an all-round way.

2024-07-31 15:56:20

According to the China Cement Network Market Data Center news, many off-peak production, in order to reduce inventory pressure, cement prices slightly declined signs.

2024-07-19 15:20:00

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

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

"In the first quarter of this year, the demand for cement was the worst season in my career for so many years, except for the year of epidemic prevention and control," said the sales director of a cement enterprise in western Henan.

2024-05-10 18:12:59

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

In the first quarter of 2024, the industry as a whole showed the operational characteristics of "shrinking demand, fierce competition, high inventory and low price".

2024-05-07 09:20:19

Recently, a number of cement listed companies have been surveyed by institutions and expressed their views and judgments on the market trend this year.

2024-04-18 11:15:12

Although Shanshui Cement can not fully represent the situation of other enterprises in Shandong region, the situation of falling volume and price makes Shandong cement industry face severe challenges in the first quarter of 2024.

2024-04-12 10:53:41

Several years later, the capacity was effectively removed through market shuffling, and the capacity utilization rate of the cement industry returned reasonably. Perhaps it is the golden sentence of the cement industry, the world cement looks at China, China cement looks at conch!

2024-04-11 14:04:43

Cement demand in 2024 is expected to continue the trend of the previous two years and continue to decrease. The downstream of cement is mainly divided into three parts: infrastructure, real estate and new rural construction. It is expected that the demand for infrastructure and rural market will remain stable. The key is whether the growth rate of real estate investment can stabilize and rebound, thus supporting the demand for cement.

2024-03-18 13:43:28

In terms of the overall supply-demand relationship, the thermal coal market may continue to be in a state of excess, and the market price focus is expected to further move down, such as the price of 5500 kcal water coal around the Bohai Sea may fluctuate in the range of 800-950 yuan/ton.

2024-03-15 15:35:01

In 2024, the contradiction between supply and demand in the cement industry is becoming more and more serious, and the battle of "grabbing share" among major cement enterprises is imminent, and the national situation is more complex and pessimistic.

2024-03-13 09:15:24

In the Yangtze River Delta region in 2023, Shanghai performed best in terms of demand, while the annual average price of cement was Zhejiang > Shanghai > Anhui > Jiangsu, but both fell to the lowest level in five years.

2024-01-16 09:14:58

According to the market data of China Cement Network, affected by the temperature, the market in Beijing, Tianjin and Hebei has not improved this week, the environmental warning in Baoding and its surrounding areas has not been lifted, and the construction site continues to be shut down.

2024-01-05 17:01:27

水泥市场分化明显;商混小幅涨跌调整。

2023-12-04 14:26:37

根据不少企业反馈,由于房地产萎缩严重,当地水泥需求主要是靠重大项目支撑。

2023-12-01 15:44:53

目前,西藏自治区仍处在基础设施建设的高峰期,水泥需求端支撑力度尚可,但考虑到前期产能增长,行业供应压力仍存,市场行情取决于实际产能释放情况……

2023-11-13 14:11:28

前三季度全国累计水泥产量创近13年以来同期最低,预计行业利润同比降幅仍达60%左右,企业亏损面扩大。

2023-11-08 09:20:21

新疆水泥市场这种较为稳定的格局是否将会被打破呢?有业内人士表示,中亚水泥熟料项目的不断投放或为新疆水泥市场增添不稳定因素。

2023-10-16 09:17:51

市场行情下行的情况下,区域内各大企业‘主战’情绪浓烈,水泥价格上涨的阻力很大。

2023-10-15 11:21:32

华润水泥已经率先降价20元/吨,海螺水泥将跟进下调,双方的“血拼”即将上演。

2023-09-25 08:55:27

浙江、河南水泥价格上调; 1.[专题]2023年水泥行业上市公司中报综评 2.水泥冷暖大家谈|徐贵生:跟着海螺走 围着海螺转 3.再不抓紧节能降碳技改,两年后贵州33条熟料生产线将面临淘汰! 4.海螺、华新、红狮向外“突围”! 5.总投资约5亿!海螺水泥拟建220万吨/年绿色建材项目

2023-09-20 13:15:38

2023年上半年,国内经济呈现弱复苏态势,恢复乏力。基建投资为水泥需求提供了重要支撑但增长空间有限,房地产主要经济指标均较上年同期出现大幅下降,水泥市场呈现“需求疲软、市场收缩、库存高企、存量竞争加剧、效益下滑”的运行特征。

2023-08-29 15:04:00

2023年上半年,陕西省的固定资产投资和基础建设投资的增速均下降,省市重点建设项目有所增长,陕西省暂无新增熟料生产线投产,供给方面保持稳定。

2023-08-25 13:23:45

想要水泥行业走出困境,就必须要重视市场以外的人为因素的作用,创新性的理论和政策非常重要。不仅企业需要积极主动,各级协会在去产能等工作的推进上也还有很大的作为空间。

2023-08-21 13:23:13

广西水泥行业多以大型生产线为主,全区75条生产线,2500t/d以下的仅11条,多数都是5000吨及以上生产线,实际水泥产能超过1.7亿吨,但全区2022年水泥需求量才7000多万吨,加上外销水泥也就9000多万吨,产能严重过剩。

2023-08-17 15:41:45

下半年水泥市场主要看市场需求复苏情况、错峰生产执行情况及各企业成本管控水平。

2023-08-09 14:02:52

“寻寻觅觅,冷冷清清,凄凄惨惨戚戚。”

2023-07-30 11:07:37

中国水泥网消息,受需求不足影响,今年以来,河南水泥价格整体低迷,虽经历几轮上调,但很快又跌回原有水平。进入5月之后,河南地区水泥价格更是一路下行,最新反馈,新乡、南阳、三门峡等地部分水泥价格已经低至190元/吨,企业亏损严重。

2023-07-26 09:16:23

7月24日晚间,广西壮族自治区统计局网站发布广西今年上半年经济数据。上半年,全区固定资产投资(不含农户)同比下降21.1%,主要是受房地产开发投资(下降43.4%)影响,全区商品房销售面积下降28.8%。

2023-07-25 15:55:54

据中国水泥网行情数据中心消息,高温及雨水等天气影响,终端市场需求表现疲软,企业库存高位承压。为维护市场淡季份额,周内华东长三角多地一些企业水泥价格继续弱势下行10-40元/吨,其中部分袋装降幅较大。

2023-07-14 18:14:21

国内普遍处于高温多雨的淡季状态,下游施工强度偏低,混凝土出货量多有下滑,混凝土价格稳中有降。本周全国混凝土价格指数报收132.11点,环比下跌0.20%,同比跌幅为8.75%……

2023-07-14 17:17:52

中国水泥网行情数据中心消息,近期,河南地区市场天气异常,高温和雨水等不利因素导致市场需求低迷,各水泥企业出货量降至5-6成左右,库存持续居高不下。豫北郑州、新乡、焦作等地水泥价格继续下滑,跌幅达到10-20元/吨左右。

2023-07-12 17:03:05

6月进入传统淡季,全国砂石需求趋弱运行,整体价格继续小幅下行

2023-07-10 15:05:44

面对处于“寒冬”的行情态势,一些企业撑不住退出了水泥的历史舞台。

2023-07-05 15:33:49

6月份,螺纹钢库存延续下滑趋势,市场开始交易政策预期,螺纹钢期现货价格触底反弹。截至6月底,全国螺纹钢价格指数报收149.46点,环比上涨5.03%,与去年同期相比,价格跌幅为12.72%……

2023-07-04 15:47:50

6月,全国玻璃价格下跌,月末全国玻璃价格指数报收129.55点,环比下跌8.26%……

2023-07-04 10:12:44

市场消息显示,广西水泥价格4月以来下行态势明显,多数跌幅在70-80/吨,部分地区跌幅更是达到90元/吨。

2023-06-26 17:53:19

据中国水泥网行情数据中心消息,六月传统淡季,市场需求季节性下滑,企业出货量继续走弱,加之熟料、煤炭等原材料价格持续走低,企业竞争较为激烈。周内华东多地市场延缓跌势,水泥价格继续探底下行。

2023-06-16 17:34:01

大型企业在行业之中占主导地位,一举一动都会对行业格局产生影响,大型企业应当正确决策,让资源充分发挥价值、主导行业有序发展。

2023-06-12 15:18:51

海螺水泥6月6日晚间公告称,公司拟与海通开元投资有限公司、芜湖产业投资基金有限公司等6位合伙人共同投资设立安徽海螺海通工业互联网母基金合伙企业(有限合伙)(下称“合伙企业”),基金总规模为50亿元。

2023-06-08 16:24:30

安徽水泥市场可谓是“四面楚歌”。

2023-06-05 09:14:56

5月份,南方阴雨天气持续,混凝土市场需求仍有所下滑,加之成本回落明显,国内商混价格出现普跌。截至5月底,全国混凝土价格指数(CONCPI)报收136.22点,较4月底下跌1.81%,与去年同期相比,价格跌幅为8.22%……

2023-06-01 16:40:45

小企业恐怕都要在这场‘仗’里淘汰掉了。

2023-05-30 17:57:32

本周北方局部需求略有增加,但整体仍处于偏低水平,而南方市场雨水偏多,混凝土需求稳中有降,市场价格以跌为主,本周全国混凝土价格指数报收137.22点,环比下跌0.36%,同比跌幅为7.86%……

2023-05-26 17:12:09

进入5月,市场旺季不旺,水泥价格阴跌不止,这种现象较为罕见,为近距离接触市场,中国水泥网水泥大数据研究院对广东、福建以及河南部分水泥企业进行了随机调研,了解最新情况……

2023-05-25 16:01:24

2023年5月,中国水泥网大数据研究院对部分混凝土企业进行了电话调研,企业反馈混凝土市场需求普遍偏弱,价格存在下行压力,局部亏损较为明显……

2023-05-23 16:21:09

[水泥大数据研究院]水泥产业链指数运行周报(2023.5.12)

2023-05-12 17:29:19

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.