高成本时代已经来临!行情低迷时期,水泥企业出路在哪?

2023-04-17 17:00:48

未来煤炭价格难以回到“廉价时代”。

2022年的“寒冬”暴露出了水泥行业诸多问题!从已公布的水泥上市企业2022年年报可以看出,企业的净利润跌幅远高于营业收入跌幅。天山股份在内的多家水泥企业均在年报中直言“能源成本大幅增长”。高成本压力成为水泥企业无法承受之痛!

面对当前高成本时代,塔牌集团曾在互动平台表示,一方面,公司会适当对煤炭价格走势进行预判,进行合理采购规划。另一方面,公司通过各种节能降耗措施严格控制成本。

煤炭作为水泥行业的主要燃料。据了解,煤炭价格每吨上涨100元,每吨水泥成本预计增加8.8元左右。去年国内煤炭价格一度超过千元/吨。中国水泥网·水泥大数据研究院负责人、资深分析师郑建辉表示2020年至今,煤炭价格波动加剧。吨煤炭价格一度是吨水泥价格的三倍;同时,2016年后煤矿大量关闭,未来煤炭价格难以回到“廉价时代”。

最新数据显示,2022年,全国规模以上煤炭企业营业收入4万亿元,同比增长20%;利润总额1万亿元,同比增长44%,再创历史新高;反观水泥企业,全国规模以上水泥企业营业收入约9500亿,同比下滑超10%;利润总额不足700亿,同比下滑近60%,创6年新低。

随着“双碳”目标的推进,水泥行业作为工业能源消耗和碳排放的重点领域,除煤炭、电力等“显性成本”外,节能降耗、碳排放等“隐性成本”也在持续增加。

2022年,《工业领域碳达峰实施方案》、《建材行业碳达峰实施方案》等政策先后出台,无疑是再次对水泥企业敲响“警钟”,节能降耗、碳减排已刻不容缓。

郑建辉表示单位能耗和碳排放量控制要求不断提升,随着“双碳目标”的推进,水泥企业不仅需要投入大量的改造资金,还会面临碳交易带来的可能的成本增加。 

近年来,各大水泥企业纷纷加大了相关研发投入。2022年,海螺水泥研发费用同比上升51.54%。对此,海螺水泥方面表示,研发费用的增加主要由于下属子公司用于超低排放及节能提效技术研发项目费用同比增加所致。冀东水泥年度报告显示,2022年,公司的研发费用为1.13亿元,同比增长13.29%。冀东水泥在增加能效以及提升环保性能方面加大了投入。

本周三,在“分享汇·建材一周谈”水泥网APP视频号线上直播中,郑建辉将深入探讨水泥行业当前的高成本时代所带来的影响。

此外,中国水泥网·水泥大数据研究院水泥分析师李坤明和砂石分析师祝萧芸也将在直播中,分别针对水泥行业和砂石行业近期行情进行深入分析,并探讨接下来的行情走势。

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Correlation

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 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

According to the China Cement Market Data Center, the price of cement in Lanzhou-Baiyin area of Gansu Province has risen by 10 yuan/ton; the prices in Qinghai, Ningxia, Xinjiang and Shaanxi are stable. Affected by the big drop in temperature, rain and snow before the festival, the market demand in Qinghai has declined significantly. As the weather cleared up, cement sales in the region rebounded, and the market showed signs of warming up.

2024-10-12 17:29:56

According to the China Cement Network Market Data Center news, the implementation of cement prices in the Pearl River Delta region of Guangdong in the central and southern regions is general, while the Guangxi region is stable and declining. Eastern Hubei and other regions plan to push up the price of cement by 30 yuan/ton again. Driven by the price increase in eastern Hubei, individual market prices in Hunan have been notified to rise again.

2024-09-27 16:48:15

According to the China Cement Network Market Data Center, cement prices in the Pearl River Delta market in central and southern Guangdong are planned to stop falling and rise again, while prices in individual markets in Guangxi have experienced a second round of decline. During the Mid-Autumn Festival, the range of price increases in the two lakes areas has been extended to the whole province, pushing up by about 30 yuan/ton. Since the 10th, some major manufacturers in Henan have pushed up the price of cement by 30 yuan/ton, but the actual implementation is not ideal, some enterprises have not implemented in place, and the quotation remains at the level before the rise.

2024-09-20 17:10:16

In practice, on the contrary, it is often found by the supervision team of ecological environment protection that in some places, the "two high" projects are blindly launched and not strictly controlled, and the production capacity is increased in violation of regulations. What should have been seen by the "expert" in charge was seen by the "layman" in environmental protection. Aren't you ashamed?

2024-09-20 10:57:46

In order to survive and develop in the fierce market competition, cement enterprises must abandon the illusion of relying on others to "give" opportunities, and win the recognition and respect of the market through self-innovation and promotion.

2024-09-19 16:33:33

At the beginning of August, the National Cement Price Index (CEMPI) was 116.45 points, closing at 113.19 points at the end of the month, down 3.21% annually and up 3.8% year-on-year.

2024-09-12 10:41:53

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

This week, the Beijing-Tianjin-Hebei building materials market continued to be depressed due to adverse weather and environmental control demand. Cement prices in the Beijing-Tianjin-Tangshan region were generally stable, but some brands showed signs of decline, and the market operation showed a weak and stable trend. The central and southern areas of Hebei tried to raise the price by 30-50 yuan/ton, but the actual implementation effect was not good. At the same time, the market demand in Shanxi and Inner Mongolia is weak and the market remains relatively stable due to the off-peak shutdown.

2024-08-09 16:21:01

Due to the continuous high temperature weather in Jiangsu and Zhejiang, the demand of construction industry has weakened, resulting in a general decline in cement sales, and the price of cement in some areas has dropped by 20-35 yuan/ton, among which Yangzhou, Taizhou, Huaian, Nanjing, Zhenjiang and other places in Jiangsu have been greatly affected. Due to the high temperature weather in Anhui, the construction site slowed down, the demand was weak, and the cement price in Ma'anshan, Chuzhou, Hefei and other areas was reduced by 10-20 yuan/ton. Cement prices in Zaozhuang, Linyi, Jining, Tai'an and other places fell by 10-30 yuan/ton due to cloudy weather and the resumption of clinker production in Shandong.

2024-08-09 16:18:24

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, the Northeast region shut down the kiln again for 15 days in August, which played a supporting role in cement prices.

2024-07-26 17:06:09

Now is an opportunity for mergers and acquisitions, but the opportunity may not yet come.

2024-07-26 16:52:18

Market demand is weak and prices are stable and weak.

2024-07-26 14:32:16

We will jointly discuss and analyze the practice path of ultra-low emission in the cement industry, and promote the industry to move towards a more energy-efficient and environmentally friendly future.

2024-07-23 18:02:53

According to the China Cement Network Market Data Center news, the northeast region continued to implement the staggered peak kiln shutdown, clinker supply shortage, 5-10 days to push up 50-60 yuan/ton.

2024-07-12 17:29:19

Tapai Group issued a performance forecast for the first half of 2024. The net profit attributable to shareholders of the listed company during the reporting period was RMB218,586,600 to RMB242,874,000, representing a decrease of 55% to 50% as compared with the same period of last year.

2024-07-09 09:30:18

According to China Cement Network Market Data Center, Liaoning cement market sales are stable, and the price of cement has been raised by 60 yuan/ton since the 5th. The price increase is expected to be good, and the price fluctuation in Heiji area needs attention.

2024-07-05 17:21:53

According to the market data of China Cement Net, the price of cement in Beijing, Tianjin and Hebei is facing pressure in summer, and the implementation of the plan to shut down kilns in Hebei in July is to be observed; the demand in Shanxi is weak, and the implementation of pushing up is to be observed; the market in Inner Mongolia is relatively stable.

2024-06-28 15:38:08

According to the cement network market data center news, the Ningxia region failed to push up on the 14th, and the overall performance of the rest of the market was relatively stable.

2024-06-28 15:33:36

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-06-28 15:27:41

Improve the position and look at the steady growth with the interests of the whole industry as the most important.

2024-06-26 15:44:51

According to China Cement Market Data Center, this week, the current round of kiln shutdown in Northeast China is coming to an end. Since April, leading enterprises have repeatedly pushed up prices, making cement prices in the region currently at the leading level in the country.

2024-06-14 17:27:12

Large distributors began to use their extensive sales network and market sensitivity to exert pressure on cement companies to adjust prices to maintain their profit margins.

2024-05-24 15:44:56

According to the market data of China Cement Network, the sales volume of cement market in Northeast China is relatively stable, and the price is facing further increase.

2024-05-24 15:42:36

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

China Cement Network Market Data Center News, Northeast China stopped kilns to boost the implementation of price increases, 13-17 leading enterprises in Northeast China have notified to promote cement price increases of 30-50 yuan/ton again, the actual implementation range is about 30 yuan/ton.

2024-05-17 17:32:33

China Cement Network Market Data Center News, Southwest China last week, some leading enterprises in Chongqing notified the main city to raise cement prices by 30 yuan/ton, the current implementation is not up to expectations. The weekly quotation of some markets in Sichuan was slightly reduced by 10 yuan/ton, and the overall market in Yunnan-Guizhou region was relatively stable.

2024-05-17 17:25:50

China Cement Network Market Data Center News, the recent rise in raw material prices in central and southern China, the rise in cement production costs, the local market in Guangdong and Guangxi cement prices increased by 15 yuan/ton, the implementation remains to be observed. Prices in the two lakes, Henan and other markets fluctuated little during the week.

2024-05-17 17:17:38

At the beginning of April, the National Cement Price Index (CEMPI) was 104.8 points, closing at 108.1 points at the end of the month, up 2.51% annually and down 20.36% year-on-year.

2024-05-07 16:54:23

According to China Cement Network Cement Big Data Research Institute, more than 90% of cement enterprises will fall into losses in the first quarter.

2024-04-23 14:31:56

In the first quarter of 2024, the demand for infrastructure fell short of expectations, housing projects continued to shrink, and the concrete industry continued to weaken. By the end of March, the National Concrete Price Index (CONCPI) closed at 122.38 points, down 1.8% from the beginning of the year. Compared with the same period in 2023, the concrete price index fell by 12.8%.

2024-04-22 10:18:23

According to the China Cement Network Market Data Center News, Northeast China: Northeast market demand is weak and stable, cement prices have loosened.

2024-04-19 16:57:31

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

Should Conch Cement grab the share? What is your point of view? Feel free to leave a comment.

2024-04-15 16:50:08

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

Why can Xinjiang stabilize the market and achieve counter-trend growth in 2023?

2024-04-08 10:48:21

According to the data center of China Cement Market, the demand in many places is not good, and the price of cement is under pressure.

2024-04-08 10:15:54

The cement industry must wake up quickly, abandon unrealistic illusions contrary to the law of market development, and take a more positive attitude to deal with the reality of overcapacity and intensified market competition.

2024-04-08 09:33:02

Yang Shuiping pointed out that energy conservation and carbon reduction are not contradictory to the benefits of enterprises, but can promote each other and develop together. Cement industry can start from two aspects to ensure enterprise efficiency in the process of promoting carbon reduction.

2024-04-07 10:40:53

The general aggregate market is already fighting in the Red Sea, while the high-end fine aggregate market is still the blue sea market.

2024-04-03 14:16:17

According to the data center of China Cement Market, the market in Northeast China has started initially, and the demand for cement has recovered poorly. The price of cement in Heilongjiang is stable for the time being, but the quotation of leading enterprises is different. There are few construction sites in Jilin area, and the price of cement is low. In Liaoning, the demand for cement in central Liaoning is insufficient and the price is running at a low level.

2024-03-30 12:55:26

Shao Jun believes that the industry should analyze its internal and external causes, take the initiative to solve the problems of overcapacity, the elimination of the elimination, the merger of the merger, the volume of the volume, the development of the development.

2024-03-29 11:12:17

Under the background of such a complex and severe cement market, how can the cement industry survive and develop next? The participants had a heated discussion.

2024-03-28 21:39:54

In 2024, the setting of Xinjiang's economic development target indicates that the cement market demand will continue to grow, and the market is expected to remain stable.

2024-03-26 14:06:11

According to the data center of China Cement Market, the market demand in East China is bleak this week, and the cement quotations of enterprises all over the country have declined.

2024-03-22 17:40:09

According to China Cement Net Market Data Center, the Northeast market is gradually warming up, and the market price dropped to a low level at the end of last year. In order to improve the business situation, the leading enterprises in Harbin notified the implementation of the new ex-factory price on the 14th, releasing the price increase signal, followed by Jilin and Liaoning. At present, the market demand has not yet fully recovered, and the price is stable.

2024-03-15 16:24:31

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.