中国水泥网:需求同比下滑30%—35%!2023年陕西水泥市场不容乐观

2023-01-06 10:46:36

综合陕西各市水泥企业的观点,大家普遍对2023年的水泥市场持悲观态度。

日前,中国水泥网在调研陕西省水泥市场情况时获悉,今年以来,面对多轮疫情冲击和经济下行压力,加之受煤炭价格上涨、市场需求不足等因素影响,陕西省水泥企业生产成本上升,产品利润空间被压缩,全省水泥行业稳定运行承压明显。

量价双降 2022年陕西水泥行业利润下滑明显

“2022年陕西全省水泥需求同比下滑了30%—35%左右。”陕西榆林市一水泥企业负责人对中国水泥网表示,该企业2022年水泥销量同比略低,熟料销量与往年持平,但产量相对稳定的原因在于企业产能小,覆盖市场面也小,而这并不代表全省的普遍情况。

从陕西各市的调研情况来看,产量大幅下滑才是诸多水泥企业2022年的真实写照。

“今年情况很惨,去年熟料卖了150多万吨,今年才卖了100万吨左右,去年水泥卖了百万吨,今年仅卖了60多万吨。”在2022年底调研时,铜川市一民营水泥企业生产负责人向中国水泥网无奈反映。

铜川市另一水泥企业则表示,该企业的粉磨能力和熟料生产能力不匹配,企业生产的熟料还要供给本集团在周边市县的粉磨站,尽管企业2022年水泥产量与往年持平,但熟料产量少生产了80多万吨。“从熟料产量来看,我们整个集团的产量都是下降的。”

渭南市一水泥企业透露,受房地产下行和疫情反复影响下,企业2022年水泥、熟料产量比往年都少了几十万吨。

“2022年产量跟往年同期相比下降5%—10%左右,水泥价格下滑更多。”宝鸡市一水泥企业表示。

产量下降的同时,陕西水泥价格也表现欠佳。

从中国水泥网跟踪的陕西水泥价格走势图可以看出,陕西省上半年水泥价格相对稳定,但进入下半年,水泥价格逐步下滑,全年均价表现一般。

“水泥销量、价格都下跌,但是煤价却一直都在高位,煤价高的时候1600元/吨左右,全年煤炭均价在1200元/吨左右,利润被拖垮了。”榆林市一水泥企业负责人反馈道。

2023年陕西水泥市场不容乐观

“我预计2023年价格、需求都还会下降,房地产情况不乐观,重点项目发力又不明显”、“三年之内,能够保持目前的水泥需求和价格现状,就已经是很不错了”、“2023年会比2022年更惨,需求还会下降,水泥价格能维持住就很不容易”……综合陕西各市水泥企业的观点,大家普遍对2023年的水泥市场持悲观态度。

即便是竞争力强劲的新投产生产线企业对2023年看法也十分谨慎,“我们虽然是新投产的生产线,生产成本优势很大,但是作为老牌国企,人力成本、社会责任等方面的成本加起来,综合成本压力并不小。”铜川当地一水泥大企认为,按照目前各项推进重大项目的宏观政策来看,2023年水泥需求预计会有一个缓慢上升的情况,但是水泥价格能否维持不好说,因为影响价格的因素太多。

“2023年我是非常悲观的,2022年加起来总共就生产了半年左右时间,现在库里的熟料,估计到3月错峰生产结束都卖不完。”铜川另一水泥企业无奈表示。

2022年11月底,陕西省水泥协会印发了《陕西水泥行业2022-2023年冬季错峰生产方案》,要求全省所有水泥熟料生产线2022年12月1日0时-2023年3月10日24时,期间错峰停产100天。

从陕西各企业的反馈来看,目前陕西并未有延长错峰时间或其他有效措施来缓解当前的困境。

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Correlation

Looking forward to the fourth quarter, we believe that the demand for cement will continue to weaken, but under the background of the rising voice of "anti-involution" and the increasing awareness of self-help in the industry, enterprises will intensify their efforts to limit production, cement prices are expected to rise, and industry benefits will continue to be restored. Throughout the year, cement demand will face greater downward pressure, and the industry's profit decline is still large.

2024-10-30 17:15:19

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

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

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

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

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

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 network market data center news, the Xinjiang market has started, but the overall demand recovery is not up to expectations.

2024-04-12 17:22:10

Looking forward to the second quarter, with the gradual stabilization of real estate and the accelerated issuance of special bonds, demand is expected to continue to release, but we should also be alert to the adverse factors such as insufficient funds, the arrival of rainy season and busy farming season, the amount of project start-up may be variable, the overall demand may still be less than the same period, and the space for cement price to rise under high inventory pressure. It is expected that the profit level may be at a low level in recent years.

2024-04-12 16:16:19

The general aggregate market is already fighting in the Red Sea, while the high-end fine aggregate market is still the blue sea market.

2024-04-03 14:16:17

The two carriages of real estate and infrastructure construction work together to drive the demand for cement to pick up.

2024-03-07 13:20:30

On March 28-29, China Cement Network will hold the "13th China Cement Industry Summit and TOP100 Award Ceremony" in Hangzhou. During the conference, awards will be given to the top 100 cement and supplier enterprises. At the same time, experts and scholars, China Railway and other construction units will be invited to discuss the new development trend of the cement industry in the future, and work together to create the future!

2024-02-27 09:41:58

"The sales volume, price and benefit of our enterprises in 2023 are all lower than those in 2022." Recently, a cement enterprise in Lanzhou said that the average price of cement dropped by 100 yuan/ton compared with the same period last year.

2024-01-15 13:46:05

难关未过,未来已来。接下来,让我们一起回顾2023年水泥行业热点事件,总结过往,戮力前行。

2023-12-28 11:49:29

2023年,下游终端市场仍然面临资金偏紧的局面,多数区域施工增量不及预期,加之上游企业竞争加剧,成本端支撑乏力,混凝土行业易跌难涨,效益进一步走弱……

2023-12-21 09:21:01

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2023-11-01 16:35:31

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2023-08-25 13:23:45

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2023-07-14 17:17:52

6月初全国水泥价格指数(CEMPI)为126.23点,月末报收117.61点,环比下跌7.06%,同比下跌19.09%。

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6月,全国玻璃价格下跌,月末全国玻璃价格指数报收129.55点,环比下跌8.26%……

2023-07-04 10:12:44

多地水泥价格已跌回5月涨前水平。

2023-06-30 17:16:56

[水泥大数据研究院]水泥产业链指数运行周报(2023.6.30)

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2023-05-26 17:12:09

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2023-05-19 17:20:22

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2023-05-15 09:47:38

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2023-05-13 10:41:33

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2023-05-12 15:12:09

“我们现阶段就是以保市场为主。”

2023-05-10 15:31:31

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2023-05-05 17:39:12

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2023-04-14 22:22:49

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2023-04-04 09:16:13

The Net Zero Industrial Awards recognize and celebrate outstanding innovation in industrial decarbonization, focusing on people and projects that are revolutionizing energy-intensive industries and dramatically reducing greenhouse gas emissions. Cemex 's Solar clinker project is in partnership with cleantech company Synhelion, which developed the high-temperature solar thermal technology it uses