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

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