市场行情逐步平稳 部分地区水泥价格开始反弹!

2023-08-13 10:43:41

尽管当前需求无明显改善,但各地价格跌至低位,企业涨价意愿强烈,预计下周水泥价格或将逐步企稳。

本周五,全国水泥价格指数(CEMPI)报收109.44点,环比下跌0.36%,同比下跌23.25%。本周五,长江流域水泥价格指数(YRCEMPI)报收100.55点,环比上周下跌0.34%。

全国气温仍偏高,部分地区雨水天气较多,当前市场需求整体疲弱,但有些地区价格跌至低位,加之错峰带动,涨价意愿强烈。

整体来看,尽管全国水泥价格行情延续淡季跌势,但跌幅继续收窄,不少地区逐步开始企稳。

本周全国熟料价格指数(CLKPI)报收119.75点,环比上周下跌1.84%。本周熟料价格继续下降。

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/)

具体而言

华东地区

高温天气影响,江苏地区市场需求淡季维稳运行,企业出货量不高,主要厂家水泥报价基本稳定

近期浙江地区雨水天气减少,需求较7月有所好转,水泥报价暂稳

高温及雨水天气影响,安徽地区工地及搅拌站施工进度放缓,整体市场需求偏弱运行,行情偏稳运行

福建地区仍有雨水天气影响,终端市场需求表现低迷,但价格跌至低位,继续下调可能性不大;

山东地区雨水天气较少,天气相对适宜,但除个别重点工程外,整体市场需求表现依旧不佳,局部市场水泥价格小幅下滑10元/吨左右;

高温阴雨天气影响,江西南昌地区市场需求表现疲软,上旬下调水泥价格10-30元/吨不等。

华北地区

近期受台风影响雨水天气增加,水泥市场需求下降,或受错峰带动,河北地区有意推涨水泥价格,主要起到喊涨止跌的效果;

京津地区水泥需求仍偏弱运行,本周报价暂稳

河南地区价格上调后对山西的冲击减弱,近日临汾、运城地区尝试通知上调水泥价格30元/吨,具体落实待观察。

西南地区

雨水天气较多,市场需求疲软,加之限电结束,企业陆续恢复生产,10日起四川广元、巴中地区下调水泥价格30元/吨,月初南充地区小幅下调水泥价格10元/吨

阴雨天气影响,市场需求表现欠佳,上旬以来重庆渝西北地区下调水泥价格10-20元/吨;

前期贵州地区水泥价格普遍跌至低位,企业经营压力较大,9-10日起黔西南地区上调水泥价格30元/吨,调涨落实情况待观察;

近期云南雨水天气较多,加之资金紧张等因素影响,工地及搅拌站开工率不足,上旬大理、丽江地区下调水泥价格20-30元/吨,周边玉溪、昆明地区小幅下调水泥价格10元/吨

中南地区

高温、阴雨天气影响,湖南地区整体市场需求销量疲软,企业出货情况较差,7日前后长株潭、益阳、常德、娄底等地下调水泥价格10-20元/吨

随着河南方向涨价带动,湖北地区企业涨价意愿强烈,襄阳地区上调水泥价格30元/吨,落实情况有待观察;

两广地区市场需求依旧偏弱,企业库存普遍高位运行,但前期水泥价格跌至低位,主导企业有意复价上调水泥价格,目前西江通航恢复,广西地区水泥进入广东增多,两地涨价难度较大,整体价格企稳为主

为提升盈利,加之20日起错峰停窑带动,11日起河南第二轮推动上调高标水泥价格30元/吨,低标10元/吨,本轮推涨能否继续落实有待观望。

西北地区

大多数市场处于年中淡季,企业出货量不佳,库存普遍中高位运行。陕甘宁地区行情弱势运行,大厂报价稳定,市场价格较不明朗;

青海地区行情平稳为主,水泥报价暂无明显变动

新疆伊犁地区项目开工情况相对较好,加之原材成本仍在高位,区域内厂家涨价意愿强烈,10日起上调水泥价格10-20元/吨,具体落实待观察。此外,市场竞争较为激烈,近期克州地区水泥价格下跌30元/吨

东北地区

受台风影响,黑吉辽地区多地出现强降雨天气,施工活动有所减少,水泥需求表现低迷,厂家发货量不佳。企业报价以稳为主,水泥行情稳中弱势下行。

后市预测:尽管当前需求无明显改善,但各地价格跌至低位,企业涨价意愿强烈,预计下周水泥价格或将逐步企稳。

为积极响应国家环保政策,贯彻绿色低碳发展理念,2023年9月12-13日,中国水泥网将在河南郑州举办“2023水泥‘双碳’大会暨第十届中国水泥节能环保技术交流大会”,助力水泥行业向更低碳、更节能、更绿色的高质量发展迈进。

会议同期将举行“2023水泥行业‘双碳’先进企业”颁奖仪式以及“双碳”装备展,会后还将组织参观济源中联水泥有限公司“全球首条钢渣捕集水泥窑烟气CO2制备固碳辅助性胶凝材料与低碳水泥生产线”

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Correlation

In September, on the supply side, the current storage level is relatively high, enterprises in many places continue to carry out self-discipline self-help activities, continue to carry out off-peak shutdown, and it is expected that the pressure on the supply side is relatively small; on the demand side, the high temperature weather gradually exits, coupled with the acceleration of the issuance of special bond funds, downstream construction activities will be strengthened, and it is expected that the terminal demand will usher in a turning point; in summary, the supply-demand relationship may improve in September. In addition, after two months of decline in cement prices in July-August, the market has a strong willingness to raise prices, and it is expected that cement prices will show a strong trend of volatility in September.

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2023-12-22 17:20:42

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2023-12-01 17:06:06

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2023-11-08 09:20:21

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尽管当前需求无明显改善,但各地价格跌至低位,企业涨价意愿强烈,预计下周水泥价格或将逐步企稳。

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后市预测:多地气温仍偏高,部分地区强降雨明显,下游需求弱势,预计下周水泥价格仍将延续跌势。

2023-07-24 09:38:15

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