[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

North China market supply and demand is weak, price callback transaction is light..

2025-04-03 17:07:31

Northwest China's Commercial Mixed Market Demand Is Stable and Weak..

2025-04-03 17:02:53

Southwest concrete market is weak and stable

2025-04-03 16:36:44

The concrete market in East China has risen slightly.

2025-04-03 16:36:12

Weak Concrete Market in Northeast China

2025-04-03 16:32:13

The price of mixed commodities in central and southern China fluctuates slightly..

2025-04-03 16:25:45

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

Recently, the Hubei Provincial Economic and Credit Office issued the Announcement on the List of Cement Clinker Production Lines and Enterprises with Production Time Calculated by 330 Days and 270 Days, which shows that the annual production days of the 4500t/d new dry cement clinker production line (second line) of Huaxin Cement (Daye) Co., Ltd. are 330 days, and the annual production days of the second line of Huaxin Cement (Daye) Co., Ltd. It is also the only clinker line in Hubei Province whose annual production days are calculated according to 330 days.