[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

This article is selected from Song Zhiping's book "Reform Heart Road", which describes his motivation and effect of restructuring cement in those years, and has been published by China Cement Network. Recently, there has been a call for restructuring and mergers and acquisitions in the cement industry. Reviewing this old article may have the effect of reviewing the old and learning the new, encouraging the industry to promote a new round of restructuring, and solving the persistent problems of the industry.

2024-09-16 10:19:30

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

China Cement Net Market Data Center News: There is no significant change in the commercial mixed market in Northwest China.

2024-09-14 13:46:16

Recently, the price of raw materials has shown an upward trend again, but due to the lack of new orders in the concrete market and the fierce competition among enterprises, the focus of transactions continues to decline steadily. From August 29 to September 4, the national concrete price index closed at 113.17 points, down 0.45% annually and 11.09% year-on-year.

2024-09-06 17:22:16

Recently, leading enterprises in Guanzhong area of Shaanxi have pushed up the price of cement by 30-50 yuan/ton.

2024-09-04 14:02:20

Most regions in China are affected by capital factors, lack of construction increment downstream, no improvement in concrete market demand, and downward pressure on local quotations. From August 22 to August 28, the national concrete price index closed at 113.68 points, down 0.42% annually and 11.12% year-on-year.

2024-08-30 17:31:27

Domestic high temperature rain weather has not yet subsided, downstream construction activity is still low, the concrete market is relatively flat, and the market price is stable. From August 15 to August 21, the national concrete price index closed at 114.16 points, down 0.28% annually and 11.40% year-on-year.

2024-08-23 17:35:52

Domestic construction conditions have not improved significantly, coupled with the small number of new key projects, the market demand is still relatively low, and the price of concrete has fallen more or risen less. From August 8 to August 14, the national concrete price index closed at 114.48 points, down 0.33% annually and 11.69% year-on-year.

2024-08-17 10:46:53

Market, according to the China Cement Network Market Data Center news: August 12 or so, Hunan cement enterprises generally push up the price of cement 50 yuan/ton; August 13, Shaanxi cement enterprises push up the price of cement 60 yuan/ton. Hubei market has recently spread the rumor of price increases, but whether it can take place remains to be seen.

2024-08-13 11:22:30

The domestic market continued to be controlled by the hot and rainy weather, the market demand was weak, the price of concrete continued to fall steadily, and the decline in Sichuan and Chongqing was relatively large. From August 1st to August 7th, the national concrete price index closed at 114.86 points, down 0.43% from the previous month.

2024-08-09 18:09:08

Shaanxi Guanzhong cement prices have reached the bottom and stabilized, the price war has eased, the market adjustment, the full recovery still needs time. Ningxia enterprises plan to raise prices by taking the opportunity of off-peak kiln shutdown, and the specific effect remains to be tested. Gansu, Qinghai and Xinjiang markets are stable, Xinjiang prices are stable, Gansu is partially fine-tuned and overall stable, Gansu will implement peak staggering and kiln shutdown, and market trends are concerned. The price of cement in Qinghai maintains the status quo without significant fluctuation.

2024-08-09 16:37:18

Domestic construction conditions have not been significantly improved, coupled with insufficient new projects in most regions, the concrete market is still flat. From July 25th to July 31st, the national concrete price index closed at 115.36 points, down 0.59% from the previous month.

2024-08-02 17:29:53

According to the cement network market data center news, Ningxia prices continue to decline; Shaanxi region recently due to the contradiction between supply and demand and price competition led to a larger price reduction.

2024-08-02 16:39:35

Looking forward to the second half of 2024, we believe that the demand for cement will improve compared with the first half of the year, and the price will continue to rebound. However, under the constraints of weak demand and serious overcapacity, the repair of cement price is limited. Throughout the year, cement demand will face

2024-08-01 09:19:52

"There are two leading enterprises fighting in Guanzhong.".

2024-07-31 17:32:22

Rainfall continued in many parts of the country, local typhoons invaded, downstream construction was slow, and concrete prices fell steadily. From July 18th to July 24th, the national concrete price index closed at 116.05 points, down 0.58%.

2024-07-26 20:17:51

China Cement Net Market Data Center News: The market demand is not good, and the concrete market is stable and weak.

2024-07-26 17:27:16

Shaanxi Guanzhong and Ningxia markets continued to fall.

2024-07-26 15:34:14

Some regions in China are affected by high temperature and rain weather, coupled with insufficient new projects, the price of concrete is weakening. From July 11th to July 17th, the national concrete price index closed at 116.73 points, down 0.47% from the previous month.

2024-07-19 17:35:12

Recently, some leading enterprises in Guanzhong area have lowered the cement price by about 40-50 yuan/ton.

2024-07-19 15:53:49

According to the cement network market data center news, the market in Guanzhong area of Shaanxi Province is affected by multiple factors, with a price decline of 40-50 yuan/ton.

2024-07-19 15:25:30

Recently, the domestic rain belt has moved northward, the market demand in most regions is still weak, and the price of concrete is stable and weak. From July 4th to July 10th, the national concrete price index closed at 117.28 points, down 0.54% from the previous month.

2024-07-12 17:29:18

According to the cement network market data center news, thanks to the staggered peak kiln, most of the market is relatively stable.

2024-07-12 15:50:01

Rainwater in the south has decreased recently, but the growth rate of downstream construction demand is limited, and the price of concrete is mainly stable. From June 27th to July 3rd, the national concrete price index closed at 117.92 points, and the ring ratio remained stable.

2024-07-05 17:34:54

The recent rainy weather is still continuing, the downstream construction progress is slow, local shutdown occurs, and the price of concrete is stable and small. From June 20th to June 26th, the national concrete price index closed at 117.92 points, down 0.19% from the previous month.

2024-06-28 18:10:43

According to the cement network market data center news, the Ningxia region failed to push up on the 14th, and the overall performance of the rest of the market was relatively stable.

2024-06-28 15:33:36

Cement prices in Gansu and Qinghai were temporarily stable after rising this week, while the actual implementation range in Ningxia was narrowed, according to the cement market data center. The overall performance of Shaanxi market is stable.

2024-06-21 15:30:08

After the festival, the market demand in most regions tends to be weak, and the focus of concrete transactions is mainly stable. As of June 12, the national concrete price index closed at 118.39 points, down 0.03% annually and 12.69% year-on-year.

2024-06-14 17:35:49

According to China Cement Market Data Center, cement prices in Northwest China continue to rise under the influence of the new national standard and the policy of staggering peak and stopping kilns.

2024-06-14 17:35:49

China Cement Net Market Data Center News: The market demand is not good, and the concrete price is mainly stable.

2024-06-14 16:44:58

Recently, domestic demand is still relatively flat, the cost pressure of mixing stations is increasing, and the Northeast continues to rise. As of June 7, the national concrete price index closed at 118.42 points, down 0.11% annually and 13.07% year-on-year.

2024-06-07 00:41:49

Recently, there is still too much rain in some regions of China, and the demand for concrete market is running at a low level, but the overall price decline has narrowed due to the impact of cost support. From May 27 to May 31, the national concrete price index closed at 118.55 points, down 0.31% annually and 13.61% year-on-year.

2024-05-31 17:14:10

According to the cement network market data center news, the implementation of the new national standard, the cost of cement increased, many major enterprises in Northwest China notified an increase in cement prices ranging from 15-50 yuan/ton, the implementation remains to be observed.

2024-05-31 16:19:13

China Cement Net Market Data Center News: The price of raw material cement in the northwest region has risen, and the commercial mixing market is temporarily stable.

2024-05-31 16:09:15

China Cement Net Market Data Center News: The market demand is weak, and the commercial mixed market is weak.

2024-05-24 17:36:58

According to the cement network market data center news, the implementation of the new national standard, the cost of cement increased, 24-26 Gansu Qingyang, Qinghai leading enterprises notice to raise the price of cement 10-30, the implementation remains to be observed.

2024-05-24 15:41:09

From 15th to 17th, the price of cement in Yinchuan area of Ningxia was pushed up again by 20-25 yuan/ton, and the implementation remains to be observed. Prices in the rest of the market have not changed significantly this week.

2024-05-17 17:30:48

Gansu Province has invested about 546 billion yuan to start the construction of three new expressway corridors, aiming at upgrading the transportation network, promoting regional economic development and strengthening interconnection.

2024-05-15 09:26:49

Generally speaking, the regional trend shows the characteristics of "rising in the north and falling in the south", and the national market shocks downward.

2024-05-13 11:37:00

At the beginning of April, the National Cement Price Index (CEMPI) was 104.8 points, closing at 108.1 points at the end of the month, up 2.51% annually and down 20.36% year-on-year.

2024-05-07 16:54:23

Rainwater in some regions of China is still on the high side, coupled with tight market funds, limited actual demand increment, coupled with weak cost-side support, concrete prices continue to fall. By the end of April, the National Concrete Price Index (CONCPI) had closed at 120.21 points, down 1.77% from the end of March and 13.35% from the same period last year.

2024-05-06 18:10:56

According to the cement network market data center news, in the first ten days of Ningxia, some enterprises pushed up the price of cement 10-20 yuan/ton, the implementation of the situation is not clear. On the whole, the market demand in Northwest China is general, and the cement price is weak.

2024-04-26 15:12:56

Looking forward to the future, with the increasing development of the northwest region, Xinjiang cement industry will usher in new development opportunities. It is expected that the cement market demand in Xinjiang will maintain a steady growth trend in 2024. In this regard, the parties indicated that they would further strengthen cooperation, jointly respond to market changes, and promote the development of Xinjiang's cement industry to achieve higher quality.

2024-04-23 14:35:48

Generally speaking, the national cement price continues to rise, but the foundation is not solid, and the risk of falling back is high.

2024-04-22 12:35:11

In the first quarter of 2024, the demand for infrastructure fell short of expectations, housing projects continued to shrink, and the concrete industry continued to weaken. By the end of March, the National Concrete Price Index (CONCPI) closed at 122.38 points, down 1.8% from the beginning of the year. Compared with the same period in 2023, the concrete price index fell by 12.8%.

2024-04-22 10:18:23

According to the cement market data center news, the overall market demand is weak, and the cement market is weak.

2024-04-19 15:41:42

The downstream construction in the northern region is still general, the demand recovery is less than expected, and the cement price is weak and stable; the shipment in some parts of the southern region has improved, coupled with the long-term low price operation, the enterprise has a strong willingness to raise prices. Generally speaking, the recovery of demand is limited, but driven by the general rise in the Yangtze River Delta region, the national cement price has stopped falling and turned to rise.

2024-04-15 15:30:35

In order to survive and develop in the fierce market competition, cement enterprises must abandon the illusion of relying on others to "give" opportunities, and win the recognition and respect of the market through self-innovation and promotion.