2022年量稳价跌 2023年浙江水泥行业不确定因素多

2023-02-05 11:15:49

尽管水泥需求“跑赢”大多数省份,但水泥价格的持续下跌,以及煤炭等成本的高企,吞噬了浙江水泥企业的利润,“颤颤巍巍”“勉勉强强”“走一步看一步”成了多数水泥企业对2022年的总结。

水泥产量回落至近11年最低值,水泥价格持续下跌,全行业利润预计同比大幅缩水……对水泥行业而言,过去的2022年注定是心酸、无奈的一年,“滑铁卢”般的市场态势也让许多水泥企业走到了“生死边缘”。

一直以来,长三角都是水泥市场的风向标,而身处风向标中心的浙江在2022年又是什么样的状况呢?

需求相对平稳 价格跌幅较大

“量增价降,效益是2021年的三分之一。”杭州一水泥大企负责人告诉中国水泥网,2022年虽然水泥价格不尽人意,但是企业的各项指标还是比较优秀的。

嘉兴一水泥企业在2021年也是类似情况。“2022年水泥销售超750万吨,比2021年增加了20万吨左右。”该企业生产负责人透露,由于市场不景气,水泥价格表现欠佳。

即便有水泥企业销量下滑,但与全国多数省份的水泥企业比较,下滑幅度较小。“2022年水泥销量同比下降约10%。”、“2022年全年水泥销量650多万吨,比2021年的700万吨少,情况勉勉强强。”衢州、湖州的两家水泥企业对中国水泥网表示。

综合调研情况来看,2022年浙江水泥需求依旧保持了相对稳定的态势,但水泥价格却是大幅下跌。

从国家统计局的数据就可见一斑,数据显示,2022年1-11月浙江省水泥产量为1.19亿吨,同比下降3.46%,需求情况优于全国多数地区。

中国水泥网跟踪的浙江水泥价格走势图显示,2022年开年以来,浙江水泥价格“跌跌不休”,年末水泥价格相较年初已下滑超过150元/吨,全年均价下降幅度大。

尽管水泥需求“跑赢”大多数省份,但水泥价格的持续下跌,以及煤炭等成本的高企,吞噬了浙江水泥企业的利润,“颤颤巍巍”“勉勉强强”“走一步看一步”成了多数水泥企业对2022年的总结。

2023年不确定因素多

“2023年总体不容乐观。”杭州一水泥大企负责人认为,市场总需求量下降,华东地区重点工程和房地产投资项目不明朗,这都是“不容乐观”的原因。

嘉兴一水泥企业生产主管表示,2023年不确定因素很多,如国际形势变化、基建投资落地情况等,所以很难预测全年的市场态势,即便本企业产能大,竞争力较强,但行情的波动对企业来说同样“杀伤力”巨大,未来只能“走一步看一步。”

“2023年上半年压力应该会很大,下半年的话得看重点项目等的落地情况。”衢州、湖州两家水泥企业负责人表达了类似的看法。

面对2023年略显悲观的预期,浙江水泥企业应该如何应对?“降本”成了水泥企业多次提及的字眼。

“一是降本增效,加强内部管理。二是转型升级优化技术指标。三是避免价格的恶性竞争。”杭州一水泥大企负责人对中国水泥网表示,“此外,需要注意的是,今后没矿山资源的工厂都将难以生存。”

就在日前,浙江省政府办公厅印发了《浙江省扩大有效投资“千项万亿”工程实施方案(2023—2027年)》。其中提到,每年滚动谋划推进省重大项目1000个以上,每年完成投资1万亿元以上,为全省推进“两个先行”提供强劲支撑。

相信随着“千项万亿”工程的推进,也将很大程度上提振浙江水泥企业的信心。

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Correlation

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"Integrated transformation and development, overseas development, new building materials business development, traditional industry + digital innovation".

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