天冷 水泥行情更“冷”?部分地区企业上调水泥价格40元/吨!

2023-12-24 13:11:10

多地施工基本结束,需求接近停滞,预计下周(12.25-12.29)水泥价格仍将震荡偏弱运行。

北方市场多处于错峰停窑状态,加之天气等因素影响,需求处于传统淡季,水泥价格持稳为主;

南方地区受天气影响,市场需求低迷,销量不佳。

总的来看,需求淡季下市场供需双弱,全国水泥价格行情偏稳运行。

图1:水泥价格指数走势(点)

数据来源:水泥大数据(https://data.ccement.com/)

图2:熟料价格指数走势(点)

数据来源:水泥大数据(https://data.ccement.com/)

具体而言:

华东地区

浙江地区受天气影响,市场需求低迷,销量不佳,金华、衢州地区水泥实际成交价格松动下滑10-20元/吨,甬温台地区部分企业出现暗降10-15元/吨迹象,具体情况待观察;

安徽地区由于低温天气持续,终端需求疲软,出货量减少,各地企业报价弱稳运行;

江苏地区低温天气影响,出货量降低,徐州地区实际成交价格已回落10-15元/吨,其余地区稳价为主;

福建地区市场需求较前期略有好转,加之气温适中,一些工地出现赶工期,各地报价暂稳运行;

山东地区气温较低,市场需求低迷,各地主导企业报价暂稳运行。

中南地区

河南地区天气转好,但温度较低,大部分工地都处于停工状态,部分地区暗降20-30元/吨,多地主导企业报价弱稳运行;

湖南多地雨雪天气增多,工地施工受限,水泥价格偏稳运行;

前期湖北武汉及鄂东市场水泥价格回落后,近期整体市场价格暂稳;

上旬广东珠三角地区水泥成交价下调10-30元/吨,企业利润减少,经营压力增大,16日起广州南、中山、珠海、江门、深圳、东莞、佛山等地区复价上调散装水泥价格10元/吨,个别5元/吨;

广西地区水泥价格较为平稳,暂无明显变化。

西南地区

中旬重庆主城区上调水泥价格50元/吨,降温降雨影响下,市场需求下滑,推涨落实幅度略有收窄;

四川地区市场需求表现不佳,多地水泥报价暂无明显变化;

近期云贵地区原燃材料价格上涨,企业生产成本上升,加之周边市场涨价带动,企业涨价意愿强烈,16-18日云南大理、丽江、迪庆、临沧等地上调水泥价格30元/吨,实际执行待观察;

18日起贵州毕节、六盘水地区上调水泥价格40元/吨,具体情况待观察。

东北地区

极端低温天气,加之局部降雪影响下,东三省本地市场基本停滞,除辽宁地区尚有少数窑线在运转,各地基本已执行停窑,水泥价格维持稳定。

西北地区

受停窑带动,12日起陕西关中地区上调水泥价格30-40元/吨,但多地降温明显,工地施工受限,企业出货量有所下滑,区域内价格推涨难度较大,主要企业多以稳价为主;

宁夏、甘肃、青海、新疆市场多处于错峰停窑状态,加之天气等因素影响,需求处于传统淡季,水泥价格持稳为主。

华北地区

山西地区错峰停窑执行情况较好,库存普遍不高,18日起太原、吕梁、阳泉、晋中地区上调水泥价格30元/吨,具体落实待观察;

京津冀、内蒙古地区水泥价格平稳。

后市预测:多地施工基本结束,需求接近停滞,预计下周(12.25-12.29)水泥价格仍将震荡偏弱运行。

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Correlation

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.

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2024-06-14 17:35:49

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2024-01-02 15:02:03

国内气温普遍回升,南方局部需求略有改善,但混凝土价格易跌难涨,实际成交继续稳中有降。12月25日至12月29日,全国混凝土价格指数报收124.79点,环比下跌0.26%,同比跌幅为11.58%……

2023-12-29 17:22:21

多地施工基本结束,需求接近停滞,预计下周(12.25-12.29)水泥价格仍将震荡偏弱运行。

2023-12-24 13:11:10

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2023-10-01 15:08:35

本周五,全国水泥价格指数(CEMPI)报收109.83点,环比下跌0.86%,同比下跌23.11%。

2023-08-05 09:30:32

后市预测:多地气温仍偏高,部分地区强降雨明显,下游需求弱势,预计下周水泥价格仍将延续跌势。

2023-07-24 09:38:15

近期国内高温雨水天气持续,下游施工活跃度不高,混凝土市场行情维持弱势运行。本周全国混凝土价格指数报收132.38点,环比下跌0.25%,同比跌幅为9.39%……

2023-07-07 17:05:04

南方受到雨热天气影响,市场处于淡季状态,混凝土需求多有下滑,混凝土价格以跌为主。本周全国混凝土价格指数报收132.71点,环比下跌0.92%,同比跌幅为9.52%……

2023-06-30 17:13:43

本周全国多地受雨水天气以及中高考因素影响,施工进度放缓,混凝土需求呈现下滑趋势,局部价格仍有下调。本周全国混凝土价格指数报收135.59点,环比下跌0.46%,同比跌幅为8.59%……

2023-06-09 17:08:27

2023年春节较早,同时疫情因素消退,下游复工情况较好,众多重大项目开工建设,一季度整体需求好于同期,水泥产量增加,价格出现一定幅度反弹,但由于本期水泥价格较低,加之煤炭降幅有限,成本仍在高位,预计水泥行业利润同比出现大幅萎缩。展望二季度,随着基建项目的持续发力、地产逐步探底企稳,二季度需求有望继续释放,但也应该警惕随着雨季及农忙时节的到来,需求好转程度存在变数,同时新投产线压力下水泥价格上涨空间受到压制,预计效益虽有好转但绝对利润水平可能仍较低。

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2023-01-16 09:17:21

本周五,全国水泥价格指数(CEMPI)报收137.44点,环比下跌1.74%,同比下跌21.63%。

2023-01-14 13:22:42

本周五,全国水泥价格指数(CEMPI)报收139.88点,环比下跌1.24%,同比下跌22.3%。

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2023-01-03 16:53:33

华东地区继续大跌,12月以来累计熟料累计降幅达80元/吨左右。

2023-01-03 09:31:46

本周五,全国水泥价格指数(CEMPI)报收141.64点,环比下跌2.97%,同比下跌23.46%。

2022-12-30 18:13:51

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2022-12-30 16:47:43

后市预测:市场进入传统淡季,需求接近尾声,预计下周水泥价格仍将偏弱运行。

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本周五,全国水泥价格指数(CEMPI)报收145.98点,环比下跌0.99%,同比下跌22.45%。

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本周五,全国水泥价格指数(CEMPI)报收147.44点,环比下跌1.01%,同比下跌22.88%。

2022-12-16 18:40:01

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2022-12-16 17:30:16

本周国内部分施工项目进度放缓,混凝土市场需求延续下滑趋势,多数地区混凝土价格保持稳定,局部松动下行。本周全国混凝土价格指数报收141.18点,环比下跌0.49%,同比下跌11.17%……

2022-12-16 17:15:11

本周五,全国水泥价格指数(CEMPI)报收151.94点,环比下跌1.18%,同比下跌23.98%。

2022-12-03 13:33:28

本周五,全国水泥价格指数(CEMPI)报收153.76点,环比下跌0.35%,同比下跌24.86%。

2022-11-25 18:27:08

受疫情影响,甘肃地区大部分工地搅拌站陆续停工,企业出货量仅在2成左右,库存高位承压。

2022-11-25 17:32:06

中国水泥网消息,近期北方地区错峰生产陆续开启,加之原材料价格高企,国内十余省份水泥价格喊涨20-50元/吨,落实情况有待观察。

2022-11-21 09:40:50

In this context, the 26th International Cement Technology and Equipment Exhibition will become an important platform to promote industry innovation, bringing together the world's top suppliers, displaying cutting-edge technology and equipment, and many conference activities will be carried out simultaneously during the exhibition, building a one-stop communication bridge for exhibitors and professional audiences, not only promoting domestic brands. It also helps overseas brands to enter China, thus building a more diversified and specialized global cement industry exchange platform.