[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 Market Data Center, the northwest cement market has recovered weakly, the market in Shaanxi has stabilized in stages, and the price of Gansu, Qinghai and Ningxia has stabilized under the new rising fatigue.

2025-03-31 15:34:56

According to the China Cement Network Market Data Center news, the price of cement in Guangxi started the second round of 20 yuan/ton increase, and the price in Guangdong was mixed. The price of cement in many places in the two lakes has risen by about 30 yuan/ton.

2025-03-31 15:04:34

According to China Cement Market Data Center, with the increase of clinker supply in Northeast China, the price of Liaozhong Cement has dropped by nearly 50 yuan/ton. Under the background of unsolved inventory pressure and weak demand, the short-term market will remain weak.

2025-03-31 14:44:41

Domestic concrete demand improved slightly this week, but the overall concrete price index slowed down due to the mixed rise and fall of raw material prices. From March 24 to March 28, the national concrete price index closed at 100.56 points, up 0.07% annually and 17.83% year-on-year.

2025-03-28 18:04:44

The concrete market in East China is stable and small.

2025-03-28 16:37:08

North China market supply and demand are both weak, prices are weak and stable, and transactions are light..

2025-03-28 16:28:57

Southwest concrete market is temporarily stable

2025-03-28 16:26:21

Northeast concrete market under pressure

2025-03-28 16:21:27

Weak Recovery of Commercial Mixed Market Demand in Northwest China..

2025-03-28 16:17:56

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

2025-03-28 16:13:52

According to the China Cement Network Market Data Center news, last week, Guangdong Pearl River Delta, Western Guangdong and Hainan and other market notifications rose 20-30 yuan/ton, Guangxi region rose after the temporary stable operation. Last week, cement prices in the two lakes region were temporarily stable, and some regions in eastern Hubei began to notice a rise.

2025-03-24 14:33:03

According to the data center of China Cement Network, the cement market in Northeast China was stable as a whole last week, and the price did not fluctuate significantly.

2025-03-24 14:17:15

This week, the demand for concrete market further recovered, the cost increase narrowed, the price of concrete in most regions was mainly stable, and some parts followed the slight adjustment of raw materials. From March 17 to March 21, the national concrete price index closed at 100.49 points, up 0.09% annually and down 17.99% year-on-year.

2025-03-23 23:59:23

Weak and stable operation of concrete market in southwest China

2025-03-21 17:09:38

The concrete market in East China is stable and small.

2025-03-21 17:08:50

Weak Recovery of Commercial Mixed Market Demand in Northwest China..

2025-03-21 17:06:43

The market demand for concrete in Northeast China is recovering

2025-03-21 17:05:24

North China market supply and demand are both weak, prices are weak and stable, and transactions are light..

2025-03-21 16:59:53

The price of commercial mixing in central and southern China is stable and small.

2025-03-21 16:09:27

This week, the domestic concrete market demand continued to improve, the upstream raw material cost continued to push up, the concrete price was mainly stable, followed by the partial increase in raw materials. From March 10 to March 14, the national concrete price index closed at 100.40 points, up 0.29% annually and down 18.40% year-on-year.

2025-03-14 18:26:29

According to the data center of China Cement Market, the implementation of cement price promotion in North China is slow. Shanxi Province, supported by the policy of extending the peak staggering and stopping kilns to the end of the month, has generally pushed up 50 yuan/ton in central and northern Shanxi, but the recovery of market demand is fatigue, the current inventory is maintained at about 60%, and the actual transaction is still mainly wait-and-see.

2025-03-14 18:19:37

According to the data center of China Cement Market, the cement market in Northeast China is gradually recovering.

2025-03-14 17:32:00

According to the data center of China Cement Market, the cement market in southwest China is mixed. With the gradual recovery of market demand, Yunnan's demand is currently at a normal level of about 50%, the overall inventory level is not high, and prices remain basically stable.

2025-03-14 17:31:47

North China market supply and demand are both weak, prices are weak and stable, and transactions are light..

2025-03-14 17:00:22

Weak Recovery of Commercial Mixed Market Demand in Northwest China..

2025-03-14 16:53:48

Weak and stable concrete market in southwest China

2025-03-14 16:49:32

Northeast concrete market is stable

2025-03-14 16:36:25

The market price of concrete in East China is stable and strong.

2025-03-14 16:34:48

The price of commercial mixing in central and southern China is stable and small.

2025-03-14 16:28:56

Domestic market demand continued to pick up slowly this week, and upstream raw materials tried to push up, but it was difficult for concrete enterprises to transmit downstream, mostly to wait and see. From March 4 to March 7, the national concrete price index closed at 100.11 points, up 0.01% annually and 18.99% year-on-year.

2025-03-07 18:07:16

According to the data center of China Cement Network, the overall price of cement in Northwest China is stable, the demand is weak, and the supporting factors for price increase are insufficient.

2025-03-07 17:55:06

According to the data center of China Cement Market, the cement market in southwest China is mixed. This week, the price of cement in Guizhou is basically stable, pushing up the price of cement by 60 yuan/ton in the early stage, but most enterprises have not yet implemented the rise, coupled with the dark drop in the transaction price of enterprises in the early stage, the overall implementation is not good.

2025-03-07 17:46:36

Weak Recovery of Commercial Mixed Market Demand in Northwest China..

2025-03-07 17:00:03

The market of concrete in southwest China is recovering slowly, and the price is weakening.

2025-03-07 16:53:37

North China concrete market off-season..

2025-03-07 16:47:12

The price of commercial mixing in central and southern China is mainly stable.

2025-03-07 16:35:12

The northeast concrete market has not yet recovered.

2025-03-07 16:31:55

China Cement Net Market Data Center News: The Commercial Mixed Market in Northwest China Is Stable

2025-02-28 16:58:07

North China concrete market off-season..

2025-02-28 16:56:23

Concrete prices in East China are temporarily stable

2025-02-28 16:36:03

Slow Recovery of Concrete Market in Southwest China

2025-02-28 16:30:31

Northeast concrete market downturn

2025-02-28 16:23:02

The price of commercial mixing in central and southern China is weak.

2025-02-28 16:22:09

This week, domestic demand in some regions has improved, but most of the market demand performance is still relatively weak, concrete prices are mainly stable, with small fluctuations in local raw materials. From February 24 to February 28, the national concrete price index closed at 100.10 points, down 0.17% annually and 19.13% year-on-year.

2025-02-28 15:07:34

This week, the pace of downstream resumption of work in most regions of China is still relatively slow, coupled with the unstable support of the cost side, the price of concrete has declined steadily. From February 17 to February 21, the national concrete price index closed at 100.27 points, down 1.76% annually and 19.23% year-on-year.

2025-02-21 18:06:59

China Cement Net Market Data Center News: The price of raw materials in some parts of East China has been pushed up, and the power of concrete adjustment is slightly insufficient.

2025-02-21 17:46:36

There is no obvious start of the commercial mixed market in Northwest China.

2025-02-21 17:33:44

China Cement Network Market Data Center News: The slow recovery of the concrete market in the southwest region, the price is weakening.

2025-02-21 17:28:34

North China concrete market off-season..

2025-02-21 17:25:34

According to China Cement Network Market Data Center, cement prices in East China, Yangtze River Delta, Shanghai, Southern Jiangsu and other places began to increase by 20 yuan/ton this week, and the rest of the market will follow up. The price of cement in Fujian has risen by 10 yuan/ton, and the implementation remains to be observed.

2025-02-21 17:22:06

On April 1, 2025, the Second Session of the Fifth Council of Sichuan Cement Association and the 2025 Working Conference were successfully held in Chengdu. The meeting was presided over by Du Yunlong, Secretary-General of Sichuan Cement Association, and invited Qing Jiasheng, Director of Material Industry Department of Sichuan Economic and Information Department, Chen Qiang, Head of Atmospheric Department of Sichuan Ecological Environment Department, Yan Songlin, a first-level researcher, to give guidance. Heads and key personnel of the Party Branch, Secretariat, Board of Supervisors, Executive Group and Supervisory Group of Sichuan Cement Association, heads of major cement enterprises in Sichuan Province and their sales leaders,