[水泥大数据研究院]水泥产业链指数运行周报(2023.12.15)

2023-12-15 17:18:06

[水泥大数据研究院]水泥产业链指数运行周报(2023.12.15)

一、水泥产业链指数表现

2023年12月15日,全国水泥价格指数报收113.03点,环比下跌0.59%,同比下跌23.56%;熟料价格指数报收114.64点,环比下跌0.25%,同比下跌20.14%;水泥煤价差指数报收97.29点,环比下跌1.9%,同比下跌21.95%;玻璃价格指数报收137.60点,环比上涨1.08%,同比上涨26.68%;混凝土指数报收125.26点,环比上涨0.10%,同比下跌11.71%;螺纹钢价格指数报收159.44点,环比下跌0.32%,同比上涨1.13%;碎石价格指数报收85.17点,环比上涨0.15%,同比下跌5.09%;机制砂价格指数报收89.07点,环比上涨0.01%,同比下跌7.42%;矿粉价格指数报收63.72点,环比下跌0.65%,同比下跌11.35%;砂浆价格指数报收92.78点,环比持平,同比下跌4.23%。

二、水泥行业动态

1、生态环境部:新版水泥行业环评审批原则发布

近日,生态环境部发布了《关于印发集成电路制造、锂离子电池及相关电池材料制造、电解铝、水泥制造四个行业建设项目环境影响评价文件审批原则的通知》。内容显示,大气污染防治重点区域严禁新增水泥熟料产能,新建水泥熟料制造项目宜配套设计开采年限不低于 30 年的石灰岩资源,利用非碳酸盐原料替代石灰岩资源项目应说明替代资源的可行性、可靠性。

2、天山股份副总裁出任海螺环保非执行董事

海螺环保(00587)发布公告,自2023年12月11日起,肖家祥辞任非执行董事以及战略、可持续发展及风险管理委员会成员;及蒋德洪获委任为非执行董事以及战略、可持续发展及风险管理委员会成员。

3、减少8275万吨!1-11月水泥产量全口径对比继续下降

12月15日,国家统计局发布了11月份经济数据。其中,11月份,全国水泥产量18979万吨,同比增长1.6%;2023年1-11月份,全国水泥产量186735万吨,同比下降0.9%。而2022年1-11月份全国水泥产量195010万吨,全口径减少8275万吨,跌幅4.24%。

三、砂石行业动态

1、【华南规模最大】中电建投资超174亿元、5420万吨/年砂石大矿即将开工!

近日,中电建广东云浮郁南冲旺岭矿山项目《安全设施设计》顺利通过国家矿山安全监察局审查,具备正式开工条件。

据了解,冲旺岭项目是由中电建(云浮)新材料有限公司负责“投建营一体化”管理的绿色砂石骨料项目,总投资174.6亿元,资源储量近13亿吨,主产品设计生产能力5420万吨/年,为全国规模第二大、华南第一大的单体矿山,主要产品可供应粤港澳大湾区市场。

2、【360万吨/年】明年6月完工 雷鸣科化湖南靖州砂石项目水土保持方案获批

日前,雷鸣科化旗下湖南省靖州县八姑岩矿区建筑石料用灰岩矿建设项目(年生产砂石360万吨)水土保持方案获批。据了解,该工程总投资56000万元(5.6亿元),工程基建期于2023年9月动工,计划2024年6月完工,总工期10个月。

四、混凝土行业动态

1、崇启公铁长江大桥即将进入主墩承台施工阶段

近日,崇启公铁长江大桥4号主墩钢围堰水下混凝土五次封底全部完成,项目建设将进入主墩承台施工阶段。崇启公铁长江大桥4号主墩设计为双壁钢围堰结构,平面尺寸为72.7米×47.45米,高24.68米,面积相当于8个标准篮球场大小。设计封底混凝土厚4米,混凝土设计总方量为10240立方米,共分五次灌注,具有封底面积大、连续作业时间长等施工特点。施工现场采用“平底锅”作业模式,通过运用将河床扫平后插管施工等新工艺,减小混凝土底面的不平整,提高封底质量,为后期出水施工打下了坚实的基础。

2、广湛高铁佛山特大桥跨佛清从高速连续梁主墩0号块顺利浇筑完成

近日,由铁投集团所属广湛铁路公司投资建设的广湛高铁佛山特大桥跨佛清从高速连续梁26号主墩0号块顺利浇筑完成,为后续大跨度连续梁的施工提供了有力的保障。佛山特大桥与佛清从高速相交于广东省佛山市南海区境内,设计采用(67+136+67)米双线连续箱梁跨越。此次浇筑的佛山特大桥跨佛清从高速连续梁26号主墩0号块长14米,梁顶宽12.6米,墩顶梁高10米,总混凝土677.1方,节段重量约1625.04吨,采用落地钢管立柱支架现浇方式施工。

3、国内在建最大水电站主体工程开工

日前,雅砻江流域在建装机规模最大水电站孟底沟项目主体工程正式开工建设,该电站总装机容量2400兆瓦,是目前国内在建最大的水电工程之一。孟底沟水电站项目位于四川省甘孜州与凉山州交界的雅砻江干流上,是雅砻江中游两河口至卡拉河段水电规划的第五级水电站。电站由挡水建筑物、泄洪建筑物及引水发电系统组成,采用混凝土双曲拱坝,最大坝高198米,工程筹建期18个月,准备期22个月,主体工程施工期74个月,总工期108个月。

五、混凝土本周行情

12月11日至12月15日,全国混凝土价格指数报收125.26点,环比上涨0.10%,同比跌幅为11.71%。分地区来看,福建地区混凝土价格上调5-10元/方,浙江局部混凝土价格上调5元/方,国内其他省市混凝土价格继续保持平稳运行。

未来十天内,新疆西北部、东北地区东部、江淮、江南、两广及重庆、贵州、云南南部等地累计降水量有3-15毫米,江南东部局地超过25毫米。19日之后,全国大部地区降水将明显减弱。气温方面,受强寒潮及补充冷空气影响,除青藏高原和云南等地气温偏高外,我国大部地区平均气温较常年同期偏低2-4℃,其中华北、东北地区、黄淮、江淮、江汉、江南等地偏低6℃以上。

综上所述,下周受冷空气活动影响,国内迎来新一轮降温过程,总体施工条件进一步转弱。近期下游存量需求呈现下滑趋势,新开工项目数量不足,混凝土采购刚需持续走低。与此同时,搅拌站回款压力较大,供货积极性有限。成本方面,上游水泥价格逐步回落,支撑力度趋弱运行。整体来看,下周国内混凝土市场淡季气氛逐渐浓厚,价格走势稳中偏弱的可能性较大。


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Correlation

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

China Cement Net Market Data Center News: The commercial mixed market in Northwest China is running steadily.

2024-09-20 16:41:28

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 market demand for concrete in North China is weak, and the price is under pressure.

2024-09-20 16:25:22

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

Recently, the domestic market demand has recovered slightly compared with the previous period, but the overall level is still significantly lower than same period in previous years, and the price of concrete before the Mid-Autumn Festival is mainly a smooth transition. From September 5th to September 11th, the national concrete price index closed at 113.17 points, and the ring ratio remained stable, with a year-on-year decline of 10.81%.

2024-09-14 19:27:38

The concrete market in North China is stable, with a slight increase in shipments, but demand remains weak..

2024-09-14 16:59:31

Demand is still not ideal, and the price of concrete in southwest China is mainly weak and stable.

2024-09-14 14:49:44