需求不及预期!多地水泥价格下滑!全年行情展望

2023-04-21 09:07:53

预计四季度国内水泥价格同比有望转正。

据湖南省工信厅发布,第16周(4月10-16日)全省水泥销售均价407.11元/吨,下跌2.9%,同比下跌5.3%。

全省水泥市场价格结束连续两周上涨后呈下跌态势,成交较好。水泥价格下跌的主要原因,一是水泥库存压力增大。全省自一季度结束错峰生产后,水泥产量上升。调研全省5家水泥生产企业,水泥熟料产能利用率周环比上升0.23%;

二是市场资金压力较大。部分项目资金回款较慢,多数下游企业不愿垫资做项目,水泥需求持续增长动力不足。调研全省5家水泥生产企业,水泥企业出库量周环比上升3.05%,出库量虽有所回升,但呈下降趋势;

三是成本支撑力度持续减弱。今年以来煤炭价格持续下跌,销售均价自1月1日的最高点1248.11元/吨回落至1160.08元/吨,跌幅7.05%。由于煤炭占水泥生产成本的50%,因此水泥生产成本持续下降,对价格的支撑力度减弱;

四是市场竞争加剧。为抢占市场份额,水泥市场价格竞争激烈。

综上所述,当前水泥需求主要依靠基建拉动,房地产拉动较小。全省水泥需求总体呈回暖态势,但仍不及预期。

受供应增加、资金压力、成本下降、竞争加剧等因素影响,预计近期湖南水泥市场价格将继续呈震荡偏弱态势运行。

另据中国水泥网行情数据中心消息,近期多地市场需求表现一般,企业出货量不高,安徽沿江地区熟料价格及多地水泥价格出现下调。

安徽

据市场反馈,目前安徽地区市场需求偏弱运行,下游粉磨企业熟料采购积极性不高,加之外来低价水泥不断进入,本地企业销售压力加大,库存回升较快。15日起安徽沿江地区一些主要厂家开始通知下调熟料价格20元/吨左右,周边江浙地区同步跟降。调后沿江地区大厂熟料离岸出厂报价345-355元/吨左右。

水泥方面,16日-18日前后安徽合肥、巢湖、滁州、宣城等地一些企业实际成交价格松动下滑10-20元/吨左右,部分企业挂牌报价暂稳。

江苏

据市场反馈,近期江苏多地市场需求表现一般,企业出货量不高,加之一些外来水泥价格持续下跌影响,本地企业销售压力加大。

为维护市场份额,11日前后江苏淮安地区一些企业对苏北及本地市场成交价格下滑30-40元/吨后,近几日盐城、连云港、宿迁、徐州等地一些企业跟进下调水泥价格10-30元/吨左右。

此外,据悉18日起苏锡常地区个别企业再次通知下调水泥价格15-20元/吨左右,累计降幅已达30-40元/吨左右,区域部分大厂挂牌报价仍未调整。

浙江

据市场反馈,近期浙江沿海地区市场需求尚可,但受外来低价水泥冲击,企业出货量不高,本地销售压力较大。

为提升出货量,20日起宁波、温州等地一些主要厂家开始通知下调水泥价格15-20元/吨左右,周边台州地区报价暂稳,预计稍晚几日跟进下调。

此外,近几日浙北杭嘉湖绍及金衢等多地一些企业成交价格继续下调15-20元/吨,部分企业累计降幅达30元/吨左右,区域其余同业将随后跟降。

湖北

据市场反馈,近期雨水天气较多,市场需求下滑,加之外来低价水泥冲击等因素影响,湖北武汉地区企业销售压力较大,一些企业出货不足常态一半,库存偏高运行。

为提升销量,近日区域部分主导企业下调水泥价格10-20元/吨左右,其余同业暂时观望,跟进下调预期较大。

辽宁

据市场反馈,近期辽宁大连地区市场需求偏弱运行,企业出货量不佳,库存压力较大。为抢占市场份额,中旬以来大连地区部分厂家下调水泥价格20-30元/吨左右,成交价已基本跌回三月涨前水平。

对于今年的水泥价格走势,水泥大数据研究院负责人、资深分析师郑建辉认为,受投资落地尚需时间,项目启动缓慢,加之房地产行业的影响,开年水泥需求低迷,一季度水泥价格同比跌幅较大;二季度开始,随着项目开工量的增加,水泥需求回暖,水泥价格同比降幅预计逐步缩窄;另外,预计四季度国内水泥价格同比有望转正。

全年来看,均价可能低于2022年水平。

为进一步推动水泥行业绿色化、数字化、智能化发展,中国水泥网将于2023年4月24-25日,在湖南长沙举办“中国水泥行业绿色发展高峰论坛暨超洁净排放技术交流大会”“第四届中国水泥智能化高峰论坛”,诚邀行业专家、水泥及相关企业,共同助力水泥行业高质量发展!会后将参观中材株洲水泥有限责任公司和国际首套“尘硝一箱化SCR脱硝项目”。

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Correlation

Demand is low, and cement prices of some enterprises in Guangxi have been lowered by 25-30 yuan/ton recently.

2024-12-25 15:50:51

On October 28, 2024, General Secretary Xi Jinping, presiding over the 17th collective study of the Political Bureau of the CPC Central Committee on building a strong cultural country, stressed that we should anchor the strategic goal of building a strong cultural country in 2035, adhere to the fundamental guiding ideology of Marxism, root in the broad and profound Chinese civilization, and conform to the trend of information technology development. The socialist culture with Chinese characteristics in the new era with strong ideological leadership, spiritual cohesion, value appeal and international influence will constantly strengthen the people's spiritual strength and lay a solid cultural foundation for the construction of a strong country and national rejuvenation. China Cement Association Corporate Culture Seminar 2024

2024-11-28 13:24:22

Recently, the overall domestic demand has declined steadily, coupled with the weakening of local cost support, and the price of concrete has been stable and small. From November 14 to November 20, the national concrete price index closed at 112.35 points, down 0.13% annually and 10.08% year-on-year.

2024-11-22 18:03:03

According to the China Cement Network Market Data Center news, the implementation of the early push up in the central and southern regions is not up to expectations. During the week, cement prices in many places in Guangdong generally began a new round of increase, and the quotation in Guangxi was stable and small. This week, the implementation of the push up in Hunan and Hubei is not ideal.

2024-11-22 17:30:12

According to the China Cement Market Data Center News, the price of cement in Sichuan, southwest China, is mixed; Yunnan is stable as a whole. Chongqing area has been pushing up since November, according to the feedback from leading enterprises, the price is relatively stable after the rise, and the enterprises that did not rise in place in the early stage have also increased by 20-30 yuan/ton in the near future.

2024-11-22 17:27:34

While seeing the success of the current price rise, the industry should also think about how to make a good start next year and how to develop steadily in the future. The author believes that in the current situation, active production control is the key to maintain a good situation in the cement industry. If production control can not be effectively implemented, even if the cement price is maintained at a relatively reasonable position at the end of this year, the cement price will still be difficult to maintain in the face of severe supply and demand situation after the beginning of next year.

2024-11-20 09:45:47

Recently, the concrete market demand has weakened, coupled with the cost-side support has not been further strengthened, enterprises are mainly shipping at stable prices, with a slight increase in individual regions. From November 7 to November 13, the national concrete price index closed at 112.50 points, up 0.03% annually and down 10.07% year-on-year.

2024-11-15 17:37:41

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.

2024-11-08 17:41:17

Asia Cement said in the third quarter report that looking forward to the fourth quarter, the demand for cement will pick up to a certain extent. With the support of increasing peak staggering efforts, the contradiction between supply and demand of cement will be alleviated in stages. It is expected that the results of the increase in cement prices in the third quarter will be maintained until the end of the year, and the benefits of cement enterprises are expected to usher in marginal improvement.

2024-11-06 10:05:59

From the recent market situation, the overall cement industry in the fourth quarter has a better expectation, the company has certain advantages in cost control and other aspects, will better benefit from the current round of price recovery and the impact of the rising boom stage.

2024-11-05 11:03:06

Based on the market situation of the cement industry and the demand for high-quality and low-carbon development of Conch Cement, Conch will strengthen the research and development of technologies such as energy saving and carbon reduction, green environmental protection, clean energy and low-carbon cement. The main research directions of Conch's scientific and technological innovation in the future are as follows: 1. Research and development project of raw material and fuel substitution in the cement industry; 2. Research and development project of cement clinker quality improvement; 3. Energy-saving and carbon-reducing technical equipment R & D project; 4. Clean and green energy R & D and manufacturing project; 5. Future carbon technology industry exploration project.

2024-11-02 16:34:25

Recently, the domestic temperature has dropped, local demand has dropped compared with the previous period, and the price of concrete market is mainly in a narrow range. From October 24 to October 30, the national concrete price index closed at 112.12 points, down 0.02% annually and 10.33% year-on-year.

2024-11-01 01:06:33

Looking forward to the fourth quarter, we believe that the demand for cement will continue to weaken, but under the background of the rising voice of "anti-involution" and the increasing awareness of self-help in the industry, enterprises will intensify their efforts to limit production, cement prices are expected to rise, and industry benefits will continue to be restored. Throughout the year, cement demand will face greater downward pressure, and the industry's profit decline is still large.

2024-10-30 17:15:19

Recently, the construction in the south is relatively active, the local market demand is warming up, coupled with the increasing pressure on the cost side, the market price trend is stable and small. From October 17 to October 23, the national concrete price index closed at 112.14 points, down 0.02% annually and 10.65% year-on-year.

2024-10-25 17:29:24

With the improvement of weather conditions, the domestic market demand has improved as a whole in the near future, but it is still difficult to reach the peak season level in previous years. Concrete enterprises mainly ship at stable prices, and there are still some downward adjustments. From October 10 to October 16, the national concrete price index closed at 112.16 points, down 0.59% annually and 10.64% year-on-year.

2024-10-18 17:28:46

According to China Cement Market Data Center, cement prices in central and southern Guangdong, western Guangdong and the Pearl River Delta region will be raised by 20-30 yuan/ton this week, and cement prices in Guangxi will also be raised. The Hubei region continued to push up 30-50 yuan/ton, the overall market in Hunan was stable and small, and the Yueyang region was notified to rise.

2024-10-12 17:23:19

In September, real estate investment continued to decline, infrastructure funds in place were insufficient, and some areas were greatly affected by typhoons and heavy rainfall, terminal demand was still relatively low, Jinjiu market expectations failed, but at the end of the month, affected by peak staggering and production reduction, the Yangtze River Delta region sharply pushed up cement and clinker prices, and the national cement prices rose. In October, on the supply side, it is expected that the supply side will be relatively stable, the terminal demand will continue to improve, and the overall cement price in October will show a strong trend of volatility.

2024-10-11 15:31:54

Recently, the domestic market demand in some areas has improved slightly compared with the previous period, but the overall situation is still weaker than same period in history, and the price of concrete remains stable and weak. From September 19 to September 25, the national concrete price index closed at 112.82 points, down 0.10% annually and 10.45% year-on-year.

2024-09-27 17:57:56

Demand declined, the contradiction between supply and demand intensified, and the domestic cement market as a whole was depressed in the first half of the year. However, from a regional perspective, the price situation in the northern region is relatively good, especially in Xinjiang, the three eastern provinces, eastern Mongolia and Hebei, where cement prices are at a relatively high level. Taking Hebei as an example, the big data of China Cement Network show that the overall cement market in Hebei has shown a steady upward trend since this year, and the development trend of the industry is relatively stable. Local cement enterprises said that at present, the bulk ex-factory price of Hebei P.O42.5 cement is basically maintained at 310-330 yuan/ton. "Although it can not be compared with the peak period, in the current industry environment, it has been

2024-09-27 17:30:26

In order to increase profits, major enterprises in Tianshui and Longnan Chengxian notified an increase in cement prices by 30 yuan/ton around the 23rd.

2024-09-25 16:05:55

Recently, the local weather conditions in China are not good, the recovery of market demand is insufficient, the price of concrete is mainly stable, and the local pressure is falling. From September 12 to September 18, the national concrete price index closed at 112.93 points, down 0.21% annually and 10.83% year-on-year.

2024-09-20 17:55:34

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

The price of raw materials has been pushed up, and the price of concrete in the central and southern markets has been temporarily stable.

2024-09-20 16:36:23

The price of raw material cement in Chongqing and Sichuan continues to rise, and the price of concrete may rise slightly..

2024-09-20 15:11:23

China Cement Net Market Data Center News: The market demand in East China continues to be depressed, and the concrete price is weak and stable.

2024-09-14 13:54:51

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.

2024-09-10 13:14:43

Recently, the price of raw materials has shown an upward trend again, but due to the lack of new orders in the concrete market and the fierce competition among enterprises, the focus of transactions continues to decline steadily. From August 29 to September 4, the national concrete price index closed at 113.17 points, down 0.45% annually and 11.09% year-on-year.

2024-09-06 17:22:16

On September 1, some leading enterprises in Guangxi notified many places to reduce the price of cement by about 20-30 yuan/ton.

2024-09-02 15:30:59

According to the report, in the second half of 2024, the external environment is still complex and severe, and the operation and development still face many risks and challenges. From the perspective of the industry, in the second half of the year, the marginal demand for cement improved, the supply compression continued to increase, and the contradiction between supply and demand in the industry was prominent. From the company's point of view, strategic opportunities and risks coexist, uncertainties increase, the complexity and severity of the business situation, the heavy and arduous tasks continue to intensify.

2024-08-27 11:20:44

Since the 26th, enterprises in Northeast Jiangxi, Nanchang, Yichun, Ji'an and other places have again notified an increase in cement prices by 20 yuan/ton..

2024-08-26 13:49:21

Domestic high temperature rain weather has not yet subsided, downstream construction activity is still low, the concrete market is relatively flat, and the market price is stable. From August 15 to August 21, the national concrete price index closed at 114.16 points, down 0.28% annually and 11.40% year-on-year.

2024-08-23 17:35:52

Recently, cement prices of some enterprises in Fujian have generally fallen back to the level before August.

2024-08-19 11:59:06

The domestic market continued to be controlled by the hot and rainy weather, the market demand was weak, the price of concrete continued to fall steadily, and the decline in Sichuan and Chongqing was relatively large. From August 1st to August 7th, the national concrete price index closed at 114.86 points, down 0.43% from the previous month.

2024-08-09 18:09:08

According to China Cement Network Market Data Center, the market demand in southwest Sichuan and Chongqing continued to be weak, cement prices in some regions fell by 10-20 yuan/ton, and Yunnan-Guizhou region was mixed. The market demand continued to be weak due to the high temperature off-season in Sichuan and Chongqing, and some enterprises in Sichuan lowered the cement price to increase the shipment volume, while the original plan to raise the price in Chengdu was not implemented. The demand for cement in Chongqing is declining and the price is stable. Rainy weather in Yunnan is frequent, market demand is low, and prices in some areas have fallen after pushing up. Cement prices in Guizhou are generally stable.

2024-08-09 17:19:44

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

In the traditional off-season, concrete demand continues to weaken..

2024-08-09 15:44:53

Rainy weather is frequent, concrete market demand is insufficient..

2024-08-02 16:50:42

According to the data center of China Cement Market, due to the low ex-factory prices in various regions, some regions began to resume pricing this week.

2024-08-02 16:30:32

Looking forward to the second half of 2024, we believe that the demand for cement will improve compared with the first half of the year, and the price will continue to rebound. However, under the constraints of weak demand and serious overcapacity, the repair of cement price is limited. Throughout the year, cement demand will face

2024-08-01 09:19:52

Rainfall continued in many parts of the country, local typhoons invaded, downstream construction was slow, and concrete prices fell steadily. From July 18th to July 24th, the national concrete price index closed at 116.05 points, down 0.58%.

2024-07-26 20:17:51

China Cement Net Market Data Center News: The market demand is not good, and the concrete market is stable and weak.

2024-07-26 17:27:16

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

According to the data center of China Cement Market, the intensity of peak staggering has been increased, and the price of cement in Yunnan-Guizhou region has been raised by 30-100 yuan/ton, and the implementation remains to be observed. Cement prices in some markets in Sichuan and Chongqing have dropped by 30-50 yuan/ton.

2024-07-26 16:56:03

Demand is low, and cement prices of some enterprises in Guangxi have been lowered by 25-30 yuan/ton recently.