东北三省为何辽宁水泥价格最低?

2023-12-08 16:57:32

据中国水泥网行情数据中心消息,当前辽宁沈阳的水泥价格大概在220-250元/吨,黑龙江哈尔滨和吉林长春的水泥价格大概在330元/吨。

时至12月,东北地区水泥市场基本结束,自10月中旬开始停窑后,近期行情平静如水,几乎泛不起一丝波澜。

今年全年水泥行情惨淡,为保来年开春能有一个好“起点”,停窑前东北短期内多次推涨水泥价格据中国水泥网行情数据中心消息,当前辽宁沈阳的水泥价格大概在220-250元/吨,黑龙江哈尔滨和吉林长春的水泥价格大概在330元/吨。

同样都是东北三省,辽宁为何水泥价格远低于黑吉?

据2022中国水泥熟料产能百强榜显示,东北三省中,黑龙江熟料产能排名第一的是北方水泥,其产能在全省占比56.24%;吉林熟料产能排名第一的是亚泰集团,其产能在全省占比41.2%;而辽宁熟料产能排名第一的是天瑞水泥,其产能在全省占比仅17.15%。

由上图数据可知,亚泰集团与北方水泥在黑吉市场各有千秋,两者在黑龙江和吉林这两个省份的合计产能分别都能占到近七成,可见黑吉市场的产能集中度较高,并且黑龙江和吉林的水泥企业数量相对辽宁更少,亚泰集团和北方水泥作为市场的主导者,对市场的掌控力度更强,水泥价格相对更容易维持。

而辽宁省产能占比第一的天瑞水泥产能占比仅17.15%,紧随其后的山水集团、大鹰水泥和亚泰集团等企业均与天瑞水泥势力旗鼓相当,并且占有一定市场份额的小企业数量众多,大企业“话语权”明显不够。

在整体需求快速收紧、产能过剩日益严峻的背景下,辽宁省水泥行业产能集中度低、市场分散导致其市场竞争更加激烈,水泥价格不断走低、相比黑吉地区更难维持。这是辽宁水泥价格远低于黑龙江和吉林的一个重要原因。

All can be viewed after purchase
Correlation

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