[水泥大数据研究院]水泥产业链指数运行周报(2023.4.21)

2023-04-21 17:27:56

[水泥大数据研究院]水泥产业链指数运行周报(2023.4.21)

一、本周水泥产业链指数表现

本周五,全国水泥价格指数为136.99点,环比下跌1.67%,同比下跌19.97%;熟料价格指数为148.19点,环比下跌1.42%,同比下跌13.41%;水泥煤价差指数为124.70点,环比下跌2.2%,同比下跌21.68%;玻璃价格指数为135.68点,环比上涨8.64%,同比下跌0.21%;混凝土指数为138.73点,环比下跌0.52%,同比下跌7.24%;螺纹钢价格指数为158.85点,环比下跌0.49%,同比下跌20.92%;碎石价格指数为87.50点,环比上涨0.46%,同比下跌8.18%;机制砂价格指数为94.31点,环比上涨0.21%,同比下跌6.22%;矿粉价格指数为77.14点,环比上涨0.13%,同比下跌10.92%;砂浆价格指数为95.69点,环比持平,同比下跌3.55%。

二、水泥行业本周动态

1、海螺项目撤销!葛洲坝公司转让!广西水泥市场产能置换不热了?

近日,全国产权行业信息化综合服务平台披露,葛洲坝崇左建材有限公司预挂牌转让100%股权,转让方为中国葛洲坝集团水泥有限公司。该项目拟建设两条5000t/d熟料水泥生产线,配套骨料(含原材料)矿山及廊道、专用码头和供水工程等,计划总投资50亿元。

2、华润水泥委任景世青为总裁及执行董事

华润水泥控股(01313.HK)宣布,自2023年4月18日起,纪友红不再担任总裁,景世青获委任为总裁、执行董事及战略与投资委员会成员。纪友红仍继续担任董事局主席、执行董事等职务。

3、《浙江省水泥工业高质量发展暨碳达峰行动计划(2022-2025年)》正式发布

4月18日,浙江省经济和信息化厅等部门发布关于印发《浙江省水泥工业高质量发展暨碳达峰行动计划(2022-2025年)》的通知。到2025年底,力争实现水泥总产量控制在1.2亿吨/年以下;熟料产能下降8%,从5200万吨/年降至4800万吨/年以下;熟料单位产品综合能耗下降5%,从106.9公斤标煤/吨下降至101.5公斤标煤/吨以下;达到国家1级(标杆)标准熟料产能占比从13%提高到50%以上。

三、砂石骨料行业本周动态

1、年产200万吨!河北砂石骨料项目环评受理

近日,河北平泉市通赢建材销售有限公司年产200万吨砂石骨料项目环评受理。该项目位于河北省承德市平泉市平泉镇四合园村,属于新建项目,总投资超5000万,项目施工工期为8个月。

2、投资15亿!年产1500万吨!日昌升骨料项目环评公示

近日,昆明日昌升新材料有限公司年产1500万吨骨料项目环评公示。该项目总投资15亿元,该项目位于云南省昆明市晋宁工业园区二街基地,每年可生产石粉、机制砂、瓜子石、寸子石1500万吨。

3、112万方/年!广东汕尾出让储量近2000万方砂石矿!

4月14日,广东省汕尾市公共资源交易中心发布海丰县平东镇坑口村尖笔山(虎地脚)石场建筑用凝灰岩矿采矿权挂牌出让公告。该矿位于平东镇坑口村尖笔山(虎地脚),资源储量1985.5万方,设计生产规模112万方/年,出让年限17年,起始价3.6亿元。

四、混凝土行业本周动态点评

1、玛尔挡水电站:大坝面板首仓混凝土开仓浇筑

4月16日,玛尔挡水电站传来好消息——大坝面板首仓混凝土顺利开仓浇筑,标志着玛尔挡水电站迎来继大坝填筑后的又一工程节点,为今年10月底下闸蓄水奠定坚实基础。玛尔挡水电站采用高寒高海拔地区的特高面板堆石坝,坝高211米,大坝面板共37块,分三期浇筑完成,混凝土浇筑总方量约3.88万立方米。此次浇筑的一期23号面板斜长163.3米、宽12米,底高程至施工平台,高差超过180米,坡面距离超过300米,创下同类工程施工新纪录。

2、西部建设:第一季度签约量1943.26万方,同比下降了13.35%

中建西部建设发布了2023年第一季度经营情况的简报。报告显示,中建西部建设第一季度混凝土签约量1943.26万方,同比下降了13.35%;混凝土销售量992.64万方,同比下降了0.58%。

3、山东:2022年生产商混2.27亿m³,下降13.6%

2022年山东省规模以上企业生产商品混凝土2.27亿立方米,同比减少13.6%;生产水泥排水管1638千米,同比减少4.5%;生产水泥压力管1043千米,同比减少11.7%;生产水泥电杆37万根,同比减少5.2%;生产水泥混凝土桩1432万米,同比减少8.8%。

五、混凝土本周行情

本周全国混凝土价格指数报收138.73点,环比下跌0.52%,同比下跌7.24%。分地区来看,黑龙江、吉林、辽宁、山东以及浙江市场局部混凝土价格下调10-30元/方不等,江苏市场局部混凝土价格下调5元/方,国内其他省市混凝土价格持稳运行。

未来十天内,江汉南部、江南、中南南部多数区域以及四川东部、重庆、贵州等地累计降水量有50~110毫米,部分地区有130~180毫米;西北地区东部、华北、黄淮、东北地区等地累计降水量有10~30毫米,局地超过40毫米。上述地区降水量较常年同期偏多4~8成,局地偏多1倍以上。气温方面,新疆北部、西北地区东部、华北、内蒙古、东北地区、黄淮、江淮、江汉、江南西北部等地平均气温较常年同期偏低1~3℃,部分地区偏低4℃以上;中南南部及云南较常年同期偏高1~2℃;我国其余大部分地区气温基本接近常年。

综上所述,下周南方地区降水频繁,国内施工指数将有所下滑。近期下游需求主要依靠基建项目支撑,但新增订单存在边际减少的趋势。同时,房地产项目依然受制于资金问题,开工情况仍然偏弱,难以拉动混凝土需求。成本方面,由于需求恢复不及预期,上游水泥以及砂石骨料价格进入回落调整阶段,对混凝土价格的支撑力度偏弱。整体来看,下周混凝土市场保持弱势运行,价格仍将有所下行。

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Correlation

According to China Cement Network Market Data Center news, Fujian cement prices in East China once again pushed up, while the rest of the region was mainly stable in the week. This week, the Yangtze River Delta region is dominated by rainy weather, and the overall market demand is relatively stable, but some leading enterprises in the region still insist on selling at high prices, resulting in sales hovering at a low level.

2024-11-15 17:43:44

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

China Cement Network Market Data Center News: raw materials rose, the southwest region to promote a small increase in concrete prices.

2024-11-15 16:53:10

The demand and price of concrete in North China are relatively stable.

2024-11-15 16:45:50

China Cement Net Market Data Center News: This week, the market in the northwest region is mainly stable.

2024-11-15 16:34:22

The demand in Northeast China is coming to an end, and the winter construction cost will be increased.

2024-11-15 16:31:48

There is no big change in the price of concrete in central and southern China.

2024-11-15 16:22:55

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

China Cement Net Market Data Center News: Raw Materials Rise, Concrete Prices in Southwest China May Be Raised

2024-11-08 17:11:43

China Cement Net Market Data Center News: The market demand has weakened, and the price of commercial mixing in the northwest region has stabilized.

2024-11-08 17:02:18

The Northeast concrete market is weakening.

2024-11-08 16:28:02

The demand for concrete in North China is weak.

2024-11-08 16:18:52

Driven by the rising price of raw materials, the price of concrete in central and southern China has risen slightly..

2024-11-08 15:49:01

China Cement Net Market Data Center News: The price of raw material cement in southwest China is pushed up, or the concrete market is pushed up.

2024-11-01 17:04:42

The concrete market in North China is relatively stable.

2024-11-01 17:02:53

The Northeast concrete market is weakening.

2024-11-01 16:52:08

China Cement Net Market Data Center News: This week, the northwest market is mainly stable.

2024-11-01 16:50:09

Cement prices in central and southern China are generally rising, and concrete prices may rise..

2024-11-01 15:49:36

Prices in some parts of East China have been raised this week, but the overall price has been stable.

2024-11-01 15:14:55

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

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

The pressure of market competition in East China is greater, and the rise in concrete prices is fatigue..

2024-10-25 16:49:34

China Cement Net Market Data Center News: The overall demand has weakened, and the price of concrete in the northwest region is mainly stable.

2024-10-25 16:30:17

The concrete market in Northeast China is stable, the demand is weak and the price is stable.

2024-10-25 16:14:15

The price of concrete in North China is affected by the rise of raw materials, and there are signs of price increase.

2024-10-25 16:09:22

Prices of raw materials in central and southern China continue to rise, and the concrete market has not yet fluctuated significantly..

2024-10-25 15:28:18

Southwest raw material cement prices push up, or push up the concrete market..

2024-10-25 14:53:28

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

China Cement Net Market Data Center News: Concrete Prices in Northwest China Remain Stable

2024-10-18 17:17:47

Raw material prices continued to rise, and concrete prices in the central and southern markets were mixed..

2024-10-18 17:14:14

The price of raw materials in Sichuan and Chongqing is pushed up, the implementation is relatively positive, and the price of concrete is mainly stable.

2024-10-18 17:03:45

The activity of the concrete market in Northeast China has declined.

2024-10-18 16:33:27

Weak and stable operation of concrete market in North China..

2024-10-18 16:21:12

After the National Day, the domestic concrete market demand rebounded slightly, but the total amount is still relatively weak, concrete enterprises are mainly shipping at stable prices, and have not yet followed the rise of raw materials. From October 3 to October 9, the national concrete price index closed at 112.82 points, in line with the National Day holiday, with a year-on-year decline of 10.21%.

2024-10-12 17:25:54

The mixed market in the northwest region is mainly stable.

2024-10-12 15:53:01

The shipment of concrete in Northeast China has increased, and the market demand has recovered slightly.

2024-10-12 15:51:09

Concrete raw materials in parts of North China try to push up..

2024-10-12 15:40:02

The price of raw materials is pushed up, and the price of concrete in southwest China is mainly stable temporarily.

2024-10-12 15:13:04

The price of raw materials in East China has been pushed up, and the implementation is relatively positive. This week, the price of concrete is mainly stable..

2024-10-12 15:03:04

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

China Cement Net Market Data Center News: The market demand in the northwest region has not changed much, and the price of concrete is stable.

2024-09-27 16:56:30

The demand for concrete in Northeast China is weak, and the implementation of raw materials is not good.

2024-09-27 16:55:43

The price of concrete market in North China is weak and stable, and the demand is moderate and warmer.

2024-09-27 16:51:44

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

Market demand has not improved, and concrete prices in some parts of central and southern China have declined slightly..

2024-09-27 16:04:01

The price of raw material cement in many places in southwest China continues to rise, or will affect the price of concrete..

2024-09-27 15:42:03

Market demand has not improved, although the price of raw materials has been pushed up, the price of concrete is mainly stable.

2024-09-27 15:20:26

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 concrete market in Northeast China is depressed and the overall demand is weak.

2024-09-20 16:49:34

Adani is also a big man in the Indian cement industry and is the second largest cement producer in India. He entered the industry in 2022 with the acquisition of Holcim's cement business in India, which acquired about 70 million tons of cement per year for $10.5 billion. Adani plans to expand its annual cement production capacity to 140 million tons by 2028. Adani has previously invested $1.6 billion to acquire Sanchi Cement and Penna Cement, and is expected to acquire an additional 21 million tons of production capacity.