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

According to the data center of China Cement Market, the overall market demand in Northwest China has declined, some kilns have been shut down, and most prices are stable. For example, the cement market demand in Gansu is weak at present, especially in Lanzhou and its surrounding areas, the inventory of some manufacturers is not high.

2024-11-08 17:27:44

According to the information from China Cement Market Data Center, the price of cement in many places in Yunnan in southwest China has risen by 100 yuan/ton, and the implementation remains to be observed; Liangshan and Panzhihua in Sichuan have also begun to push up by 50 yuan/ton. In Guizhou, some major manufacturers in Qiannan, Qianxinan, Zunyi, Tongren and other regions have recently raised the cement price by 10-40 yuan/ton, while the quotation in other regions has been stable for the time being.

2024-11-01 17:32:29

At the meeting, Yan Haochun brought the theme report "Dream of Blue Sky: Exploring the Green Footprint of Cement Industry in the Context of Carbon Market". She pointed out that the cement industry faced the risk of rising costs in the context of the carbon market.

2024-11-01 16:10:56

Let us work together to practice the concept of green development with practical actions and contribute our strength to the realization of the country's "double carbon" goal. Look forward to your participation and jointly create a bright future for the cement industry!

2024-10-18 13:57:30

According to the China Cement Market Data Center, the price of cement in Lanzhou-Baiyin area of Gansu Province has risen by 10 yuan/ton; the prices in Qinghai, Ningxia, Xinjiang and Shaanxi are stable. Affected by the big drop in temperature, rain and snow before the festival, the market demand in Qinghai has declined significantly. As the weather cleared up, cement sales in the region rebounded, and the market showed signs of warming up.

2024-10-12 17:29:56

According to the China Cement Network Market Data Center news, the implementation of cement prices in the Pearl River Delta region of Guangdong in the central and southern regions is general, while the Guangxi region is stable and declining. Eastern Hubei and other regions plan to push up the price of cement by 30 yuan/ton again. Driven by the price increase in eastern Hubei, individual market prices in Hunan have been notified to rise again.

2024-09-27 16:48:15

As of September 2024, the proportion of healthy enterprises in the ready-mixed concrete industry has decreased by 1.3 percentage points to 92.9% compared with 2022; the proportion of dishonest enterprises has increased from 5.0% to 6.1%; the proportion of bankruptcy reorganization enterprises has increased from 0.8% to 1.0%..

2024-09-25 09:21:01

According to the China Cement Network Market Data Center, cement prices in the Pearl River Delta market in central and southern Guangdong are planned to stop falling and rise again, while prices in individual markets in Guangxi have experienced a second round of decline. During the Mid-Autumn Festival, the range of price increases in the two lakes areas has been extended to the whole province, pushing up by about 30 yuan/ton. Since the 10th, some major manufacturers in Henan have pushed up the price of cement by 30 yuan/ton, but the actual implementation is not ideal, some enterprises have not implemented in place, and the quotation remains at the level before the rise.

2024-09-20 17:10:16

In the first half of the year, China's cement output fell by 10% year-on-year, the price of P.O42.5 bulk cement fell by 18% year-on-year, both volume and price fell, and the whole industry lost money in the first half of the year, which was rare in history. Similar to the decline in domestic cement demand, cement demand in neighboring South Korea has also fallen sharply this year, but the price performance has been unusually strong. Facing the same decline in demand and overcapacity, why are the prices of the two countries different?

2024-09-18 11:46:02

At the beginning of August, the National Cement Price Index (CEMPI) was 116.45 points, closing at 113.19 points at the end of the month, down 3.21% annually and up 3.8% year-on-year.

2024-09-12 10:41:53

In view of the problems of declining profits of cement enterprises hindering green transformation and narrowing the space for energy saving and carbon reduction, Ye Jiayuan proposed that cement enterprises should not forget to innovate no matter how difficult it is. Innovation should not only be limited to low-carbon areas, but also open up ideas and plan digital upgrading and intelligent transformation as early as possible according to their own conditions. In the implementation of digital and intelligent transformation, it should be linked with low-carbon as far as possible. If digital intelligence leaves the foothold of low carbon, digital intelligence is likely to be hollow, and it is likely to become a castle in the air, which is not useful, but a burden for enterprises.

2024-09-05 11:04:53

However, in the semi-annual reports issued by major cement listed companies, despite the sharp decline in profits of the cement sector, the development of the aggregate sector is still steady. China Cement Network data show that in the first half of 2024, the demand for aggregate for concrete fell 10.8% year-on-year, with a total demand of 6.25 billion tons, dragged down by both downstream infrastructure and real estate. Therefore, how long the aggregate can support cement enterprises is indeed a pessimistic unknown.

2024-09-04 09:39:36

In the first half of 2024, Conch Cement realized an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit attributable to parent company of RMB3.326 billion, representing a year-on-year decrease of 48.56%.

2024-08-30 14:56:13

The key reason is that even if companies want to shut down now, it is difficult to find buyers willing to take over. The essence of capital is the pursuit of profit, no enterprise is willing to "self-sacrifice" for no reason, they all hope to get better returns when they exit the market as far as possible.

2024-08-15 17:10:12

The way out for the cement industry needs to be constantly explored and summarized in practice. The market school and the synergy school have different views, but the common goal is to promote the healthy development of the cement industry. At present, the insufficient demand for cement is the general trend of the economic cycle, which is irreversible in the short term. As a participant in the development of the industry, we should not only have the keen insight of the market school, but also have the overall outlook of the synergy school, maintain strategic strength and firm confidence in development.

2024-08-15 11:09:46

We need to establish the core values of "others earn more, I can earn more" to guide production and operation. In the short run, only by actively limiting production and restoring the balance of supply and demand in the weak market, can the cement industry achieve a recovery in efficiency. Without enough initiative and consistency to limit production, all those who talk about the price of cement are cheaters and hooligans, and they can not succeed.

2024-08-13 15:12:11

Due to the sharp decline in cement demand and imbalance between supply and demand, industry profits have fallen sharply, and market competition has become increasingly fierce, resulting in the survival and development of many grinding enterprises facing enormous challenges. In particular, independent grinding stations without the background of large enterprise groups are at a disadvantage in the competition for market share, vulnerable to the constraints of large enterprises, and may face the risk of shutdown at any time.

2024-08-12 16:37:29

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

This week, the Beijing-Tianjin-Hebei building materials market continued to be depressed due to adverse weather and environmental control demand. Cement prices in the Beijing-Tianjin-Tangshan region were generally stable, but some brands showed signs of decline, and the market operation showed a weak and stable trend. The central and southern areas of Hebei tried to raise the price by 30-50 yuan/ton, but the actual implementation effect was not good. At the same time, the market demand in Shanxi and Inner Mongolia is weak and the market remains relatively stable due to the off-peak shutdown.

2024-08-09 16:21:01

Due to the continuous high temperature weather in Jiangsu and Zhejiang, the demand of construction industry has weakened, resulting in a general decline in cement sales, and the price of cement in some areas has dropped by 20-35 yuan/ton, among which Yangzhou, Taizhou, Huaian, Nanjing, Zhenjiang and other places in Jiangsu have been greatly affected. Due to the high temperature weather in Anhui, the construction site slowed down, the demand was weak, and the cement price in Ma'anshan, Chuzhou, Hefei and other areas was reduced by 10-20 yuan/ton. Cement prices in Zaozhuang, Linyi, Jining, Tai'an and other places fell by 10-30 yuan/ton due to cloudy weather and the resumption of clinker production in Shandong.

2024-08-09 16:18:24

For an industry, it is very important to maintain a reasonable profit level. Reasonable profit is not only an important basis for the survival and development of enterprises, but also a source of power to promote technological innovation and high-quality development of the industry. The current "involution" competition in the cement industry is more like a farce of "one loss, all losses". When the farce will end depends on the actions and efforts of all cement enterprises. The first is to strengthen industry self-discipline, the second is to advocate rational competition, the third is to promote industry integration, and the fourth is to guide and supervise the government.

2024-08-09 10:05:39

The vicious competition of "involution" is a game without winners.

2024-08-08 10:38:47

In August, the market outlook was weak, inventory pressure increased, demand was low..

2024-08-07 14:09:46

Promote large-scale and intensive management, improve the relationship between supply and demand, and prevent involution competition.

2024-08-06 11:40:39

Demand is declining, supply is increasing, and the price of sand and gravel industry is adjusted in an all-round way.

2024-07-31 15:56:20

Under the background of green and high-quality development, ultra-low emission is gradually becoming the standard of domestic cement enterprises.

2024-07-30 11:33:08

According to the China Cement Network Market Data Center, the Northeast region shut down the kiln again for 15 days in August, which played a supporting role in cement prices.

2024-07-26 17:06:09

Market demand is weak and prices are stable and weak.

2024-07-26 14:32:16

We will jointly discuss and analyze the practice path of ultra-low emission in the cement industry, and promote the industry to move towards a more energy-efficient and environmentally friendly future.

2024-07-23 18:02:53

In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).

2024-07-23 16:45:00

Ultra-low emission has become the legal responsibility of every cement enterprise in Zhejiang, rather than the encouragement orientation like other regions in China.

2024-07-23 14:43:18

The cumulative consumption has been unable to support the further demand for cement in the future.

2024-07-19 14:27:26

European cement prices may exceed 250 euros/ton.

2024-07-17 16:03:36

In such a cold winter, should we narrow the battle line.

2024-07-16 14:11:29

According to the China Cement Network Market Data Center news, the northeast region continued to implement the staggered peak kiln shutdown, clinker supply shortage, 5-10 days to push up 50-60 yuan/ton.

2024-07-12 17:29:19

In the first half of this year, due to the continuous decline in real estate investment, the slowdown in infrastructure investment and the impact of rainy weather, the downstream demand of the cement industry was insufficient, the contradiction between supply and demand intensified, and the sales volume and price of the company's products declined year on year, resulting in a decline in operating income and profits.

2024-07-11 14:22:17

Although merger and reorganization is the trend of the times, in practice, due to the existence of various complex factors, it is not easy to advance smoothly.

2024-07-09 15:55:36

Tapai Group issued a performance forecast for the first half of 2024. The net profit attributable to shareholders of the listed company during the reporting period was RMB218,586,600 to RMB242,874,000, representing a decrease of 55% to 50% as compared with the same period of last year.

2024-07-09 09:30:18

According to China Cement Network Market Data Center, Liaoning cement market sales are stable, and the price of cement has been raised by 60 yuan/ton since the 5th. The price increase is expected to be good, and the price fluctuation in Heiji area needs attention.

2024-07-05 17:21:53

Cement and aggregate are "grasshoppers on a rope".

2024-07-05 11:41:59

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

2024-07-02 10:27:00

According to the market data of China Cement Net, the price of cement in Beijing, Tianjin and Hebei is facing pressure in summer, and the implementation of the plan to shut down kilns in Hebei in July is to be observed; the demand in Shanxi is weak, and the implementation of pushing up is to be observed; the market in Inner Mongolia is relatively stable.

2024-06-28 15:38:08

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

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-06-28 15:27:41

"Reasonable efficiency is the basis and prerequisite for the high-quality development of the industry, and it is necessary to promote the return of industry value." So, what is the reasonable profit of the cement industry?

2024-06-28 09:36:54

Improve the position and look at the steady growth with the interests of the whole industry as the most important.

2024-06-26 15:44:51

Gao Dengbang believes that in the face of the current industry situation, the industry must objectively analyze the current situation, sum up the development experience in recent years, and find out the way forward.

2024-06-26 09:17:42

It is estimated that the profit of the cement industry in the first half of the year will be about 3.5 billion yuan (about 16.5 billion yuan last year), down about 76% from the same period last year.

2024-06-18 14:30:41

According to China Cement Market Data Center, this week, the current round of kiln shutdown in Northeast China is coming to an end. Since April, leading enterprises have repeatedly pushed up prices, making cement prices in the region currently at the leading level in the country.

2024-06-14 17:27:12

The serious decline in demand, coupled with the fierce market competition, the low opening and low going of cement prices, continued to bottom out, and the loss of the industry expanded. The loss of the industry in the first quarter exceeded that of 2016, and the pressure of enterprise operation was unprecedented.

2024-05-31 14:35:19

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.