[专题]2023年上半年陕西水泥市场回顾及下半年展望

2023-08-25 13:23:45

2023年上半年,陕西省的固定资产投资和基础建设投资的增速均下降,省市重点建设项目有所增长,陕西省暂无新增熟料生产线投产,供给方面保持稳定。

一、行业政策简析:注重水泥行业节能减排 实现碳达峰碳中和目标

(一)加快推进水泥超低排放改造 打好污染防治攻坚战

2022年12月31日,陕西省人民政府印发《“十四五”节能减排综合工作实施方案》(以下简称《实施方案》)的通知。为了大力推动节能减排,深入打好污染防治攻坚战,加快建立健全绿色低碳循环发展经济体系,推进经济社会发展全面绿色转型,助力实现碳达峰、碳中和目标。

《实施方案》提出,实施传统产业节能降碳改造升级。以钢铁、有色金属、建材、石化化工等行业为重点,扎实推进节能降碳改造和污染物深度治理。依法依规淘汰落后产能、落后工艺、落后产品,持续化解过剩产能,鼓励重点行业和重点企业通过多种措施提高能效水平。加强绿色低碳工艺技术装备推广应用,加快推进水泥、钢铁、焦化行业及燃煤锅炉超低排放改造,到2025年,全面完成钢铁行业超低排放改造,关中地区燃煤机组、燃煤锅炉全面完成超低排放改造。

《实施方案》表明,到2025年,通过实施节能降碳行动,钢铁、电解铝、水泥、平板玻璃、炼油、乙烯、合成氨、电石等重点行业产能和数据中心达到能效标杆水平的比例超过30%。

评析:《实施方案》发布的一系列政策,可以规范陕西省水泥企业非法行为,促进水泥企业绿色转型,减少污水污气的排放,进一步推动全省节能减排,加快行业的产能升级,化解产能过剩的问题。

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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 information from China Cement Market Data Center, the cement market in North China has shown a trend of regional differentiation. The price in Beijing, Tianjin and Hebei has stabilized at a high level, and the recovery of downstream demand has promoted the improvement of supply and demand. The recovery in Shanxi and Inner Mongolia is slow due to the weak demand, and the implementation of price adjustment measures by enterprises still needs to be observed.

2025-03-24 15:19:07

According to China Cement Market Data Center, cement prices in the Yangtze River Delta region of East China have stabilized after rising as a whole, and cement prices in Fujian are brewing to continue to rise. The implementation in Shandong is not good enough, and some of them have fallen back to the level before the rise.

2025-03-24 14:57:35

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

What is happening in the cement industry?

2025-03-24 07:01:33

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

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

Wang Rui, Vice Chairman and Secretary of the General Party Branch of Yaobai Special Cement Group Co., Ltd., said that at present, the demand for cement in Shaanxi has been basically the same as last year, and the price has rebounded.

2025-03-13 14:33:37

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

According to China Cement Market Data Center, cement prices in central and southern Guangdong, Pearl River Delta and western Guangdong have narrowed compared with the notification range, while market quotations in Guangxi have not changed significantly. At present, there has been a callback in Hunan's previous price increase area, and there has been no major change in Hubei.

2025-03-07 17:36:55

On the afternoon of March 5, Shaanxi Building Material Science and Technology Group Fuping Company, Mount Hua Marketing Company and Zhiyin Company integrated resources in an all-round way, strengthened overall coordination, consolidated the development keynote of "synergy, synergy", and conducted in-depth discussions on deepening cooperation and seeking common development.

2025-03-06 16:07:00

According to Xinhua News Agency, when referring to the in-depth promotion of the construction of a unified national market, Report on the Work of the Government said that we should speed up the establishment and improvement of basic institutional rules, break down local protection and market segmentation, break through the blockages that restrict the economic cycle in terms of market access, exit and factor allocation, and comprehensively rectify the "involution" competition.

2025-03-05 13:09:22

According to the data center of China Cement Market, the cement market in southwest China is mixed. Cement prices in Guizhou are mainly stable this week. According to market feedback, the weather in Guizhou has improved, the temperature has risen slightly, and the demand for cement has increased slightly.

2025-02-28 16:20:08

According to the data center of China Cement Network, the market in the Pearl River Delta, western Guangdong and northern Guangdong in central and southern China notified the price of cement to be raised by about 20-40 yuan/ton, while the price in Guangxi remained stable. Hunan Changsha-Zhuzhou-Xiangtan and other places began to push up the price of cement by about 10-20 yuan/ton, while the price of cement in eastern Hubei went down slightly.

2025-02-28 16:16:39

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

Despite the strong willingness of enterprises to raise prices, the recovery of market demand is relatively slow, and in some areas, even due to problems such as capital repayment, the construction site start-up rate is low, and the actual implementation remains to be further observed.

2025-02-26 09:27:50

After the Spring Festival, the pace of recovery of downstream terminal demand is slow, the concrete market is still relatively depressed, and the focus of transactions is stable and weak. From February 10 to February 14, the national concrete price index closed at 102.07 points, down 1.39% annually and 17.78% year-on-year.

2025-02-16 23:15:36

Near the Spring Festival holiday, the downstream generally shut down for holidays, the concrete market is basically at a standstill, and the quotation of enterprises is steadily declining. From January 13 to January 17, the national concrete price index closed at 106.63 points, down 1.95% annually and 14.26% year-on-year.

2025-01-17 17:17:59

Wang Luyan, chairman of Xinjiang Tianshan Cement Co., Ltd., was elected president of the association by secret ballot. Li Jingmei is the Secretary-General of the association.

2025-01-14 10:06:06

Near the Spring Festival travel rush, and the temperature dropped significantly, most construction sites and mixing stations in Jiangsu have been shut down one after another, the demand for seasonal decline, coupled with the continuous decline in raw material cement prices. Affected by this, it is expected that the concrete market will continue to decline. In Shanghai, the market demand declined. In addition, the price of raw materials has fallen, and the market is mainly weak and stable. This week, the overall market demand in Zhejiang has not changed much, and the overall market price is mainly stable.

2025-01-13 13:06:22

Recently, the shutdown of construction sites in various parts of the country has increased, the market demand has further declined, and the cost has supported the fatigue, so the price of concrete has weakened. From January 2 to January 8, the national concrete price index closed at 109.20 points, down 1.97% annually and 12.34% year-on-year.

2025-01-10 18:24:51

This week, the overall market demand in Jiangsu and Zhejiang has not changed much, but the cost of raw materials continues to decline, and the price of concrete has been lowered accordingly. Shanghai, near the Spring Festival, the market demand has declined significantly. In addition, the price of raw materials has fallen, and the market is mainly weak and stable.

2025-01-06 14:31:06

Recently, the scope of domestic projects has gradually expanded, the market demand has continued to weaken, the concrete market has been flat, and the quotation of enterprises has been stable and small. From December 26 to January 1, the national concrete price index closed at 111.39 points, and the ring ratio remained stable, with a year-on-year decline of 10.74%.

2025-01-03 18:19:46

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. The market demand of Gansu, Qinghai and Ningxia continued to weaken, the shipments of most cement manufacturers dropped to a low point, and the overall price of cement remained stable.

2025-01-03 17:43:04

China Cement Net Market Data Center News: Weak and Stable Operation of Commercial Mixed Prices in Northwest China

2025-01-03 17:35:54

From the sharp decline in production to the fierce competition in the market, from the imbalance between supply and demand to the continuous shrinkage of benefits, every event has a profound impact on the future direction of the industry. Let's use these key words to review the cement industry in 2024. They not only record the hard journey of the industry, but also indicate the dawn of future development.

2024-12-31 09:15:34

The overall market of concrete in Jiangsu, Zhejiang, Shanghai and Anhui is weak. Although the price of raw materials in some markets in Zhejiang has been notified to rise, the mainstream implementation is not clear, coupled with the end of the year, demand will weaken, and concrete prices will be weak and stable. The market performance in Jiangsu is not good, the price of raw materials is not strong enough, the cost of mixing stations has been reduced, and the concrete market is stable and weak. At present, the mainstream price of C30 non-pumping tax in some areas of southern Jiangsu is about 310-340 yuan per square meter.

2024-12-30 13:19:40

Near the end of the year, the domestic concrete market demand continued to weaken, the cost support declined compared with the previous period, and the price of concrete in many places declined steadily. From December 19 to December 25, the national concrete price index closed at 111.39 points, down 0.80% annually and 10.97% year-on-year.

2024-12-27 17:40:19

China Cement Net Market Data Center News: Weak and Stable Operation of Commercial Mixed Prices in Northwest China

2024-12-27 17:25:59

It is understood that during the period of heavy pollution weather, construction sites and industrial enterprises need to cooperate with the implementation of heavy pollution emergency measures to reduce pollutant emissions and minimize the impact of heavy pollution weather. The production and transportation of cement, steel, sand and other industries will be restricted.

2024-12-25 09:35:20

Under the influence of low temperature weather, the market demand in Jiangsu and Shanghai is not ideal, and concrete shipments have declined compared with the previous period. In addition, the price of local raw material cement and sand has fallen, and the concrete market is weak and stable. The weather in Zhejiang is mostly fine, the demand has not changed significantly compared with last week, and the overall price is temporarily stable in the week. Affected by the cold weather and weak demand in Anhui, the price of raw materials has declined, and the price of concrete has also remained weak and stable.

2024-12-23 11:35:18

Off-season construction conditions are gradually weakening, concrete market demand is weak, and enterprise quotations are mainly stable, with a slight decline in some areas. From December 12 to December 18, the national concrete price index closed at 112.29 points, down 0.03% annually and 10.35% year-on-year.

2024-12-22 20:17:53

According to the China Cement Network Market Data Center, prices in the Pearl River Delta and western Guangdong markets in central and southern China have loosened and declined, while prices in Guangxi remain stable. Cement prices in many places in Hunan have risen again, and prices in Hubei are mainly stable.

2024-12-20 17:55:11

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. Prices in Shaanxi have remained stable in the near future.

2024-12-20 17:49:52

Affected by the cooling and rainy weather, the construction progress slowed down, the market demand in Jiangsu, Zhejiang and Shanghai weakened, and the shipment of concrete decreased. At the same time, the price of raw materials such as cement and sand has fallen, and the cost of concrete production is difficult to increase. In terms of price, the quotation of major manufacturers was weak and stable during the week. At present, prices have been stabilized everywhere, but the overall market situation is not optimistic.

2024-12-16 09:47:22

According to the data center of China Cement Market, the overall cement price in Northwest China is mainly stable. At the beginning of the month, some major enterprises in Ningxia notified an increase of 100 yuan/ton in cement price. At present, most enterprises have not followed up. In addition, the market is in the traditional off-season, and there are basically no new orders, so there is no actual transaction.

2024-12-13 18:31:41

In order to improve business conditions, commercial mixing enterprises may try to push up prices to cope with cost pressures and improve profitability.

2024-12-09 10:57:49

Recently, the domestic concrete market demand has weakened seasonally, coupled with the slowdown of raw material prices, concrete prices have been stable and small. From November 28 to December 4, the national concrete price index closed at 112.32 points, down 0.03% annually and 10.12% year-on-year.

2024-12-06 17:54:48

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. At present, the area south of Guanzhong in Shaanxi Province still maintains a relatively suitable construction environment, but the upcoming cooling weather has prompted an urgent need for rush work in this area. Some manufacturers in Ningxia have entered the holiday mode, and the cement sales of each manufacturer are light.

2024-12-06 17:37:48

China Cement Net Market Data Center News: Concrete Price Stability in Northwest China

2024-12-06 16:06:16

With the decline of temperature, the demand for terminal construction is weakening, the demand for concrete market is weakening, and the quotation of enterprises is mainly stable. From November 21 to November 27, the national concrete price index closed at 112.35 points, with a stable ring-to-ring ratio and a year-on-year decline of 10.13%.

2024-11-29 17:29:42

According to the China Cement Network Market Data Center, the northwest region is mainly stable as a whole, and the price of cement in some areas of Bazhou, Xinjiang, has been raised by about 30 yuan/ton. At present, Shaanxi is actively implementing the strategy of staggering the peak and shutting down the kilns. Meanwhile, some projects under construction continue to maintain the demand for cement, which maintains the stability of market demand.

2024-11-29 17:21:15

A 1000t/d new dry process cement clinker production line used by Hebei Wushan Cement Co., Ltd. for capacity utilization of 3000t/d new dry process cement clinker production line has been completely dismantled in place, and the production capacity can not be restored.