需求不及预期,二三季度陕西水泥市场不乐观

2023-05-10 15:31:31

“我们现阶段就是以保市场为主。”

“大家一开始信心感十足,各方面预期都很高,但是没想到3月份后情况发生了变化。”陕西一水泥企业负责人表示。  

今年一季度,疫情因素消退,下游复工情况良好,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。陕西多家水泥企业均表示对于一季度的市场行情充满信心,但3月份过后,陕西地区的市场变化却令人措手不及。  

市场不及预期,销量下滑严重  

对于一季度陕西地区水泥市场运行情况,中国水泥网在与当地多家水泥企业交流中了解,一季度陕西关中地区多数工程开工情况较好,主要企业出货量相对稳中有升,整体市场需求在6成左右。  

而价格方面,三月推涨后,各厂实际执行幅度不一,近期市场价格稳定为主,各企业报价暂无明显变化。  

“现在大家定价都十分谨慎,市场需求太疲软了,生怕价格太高,把客户吓跑了!”  

“从3月份开始价格就没有怎么变过了,期间试着涨过两次价,但都没涨起来,依旧维持原来价格。”  

“我们现阶段就是以保市场为主。”  

……  

据了解,今年3-4月份陕西地区水泥需求出现下滑,企业出货量下降。“我们4月份销量下滑了15%左右,5月份可能会更惨。”当地一水泥企业负责人告诉中国水泥网。  

数据显示,今年3月份陕西省房地产新开工面积累计同比下降7.99%。“房地产下滑太严重了。目前只有西安市场在西北五省中有一定的‘虹吸效应’,但感觉也维持不久。”业内人士表示。  

除此之外,今年4月底,陕西省政府介绍了2023年一季度陕西省国民经济运行情况。其中,基础设施投资同比增长了8.5%。基础建设工程具有体量大、工期周期长的特点,尽管基建投资增加,但落实周期长,目前对于水泥需求的拉动作用有限。  

关于接下来陕西地区市场发展态势,业内人士预测:“陕西地区二季度水泥市场希望不大,三季度感觉也不会特别好,大概到8月份会出现一个小的恢复期。”  

高集中度,弱协同的陕西市场  

近日,四川、内蒙古、新疆、河北等地水泥协会相继发布错峰生产相关通知。例如,四川省水泥协会发布《四川省水泥行业常态化错峰生产管理办法》提出,全省89家全能线水泥企业109条水泥熟料生产线全部实行错峰生产。  

据中国水泥网了解,陕西地区除采暖季外,其余时间的错峰停窑主要是企业自主错峰。“预计今年关中地区水泥企业错峰停窑时间在160天左右。”当地一水泥企业表示。对于错峰停窑,陕西多家水泥企业持积极的态度,尤其在市场行情低迷时期,错峰停窑成为企业度过当前难关的方法之一。  

中国水泥网大数据中心数据显示,陕西地区熟料年产能排名前五的企业占比达到87.5%,市场集中度较高,但产能依旧过剩严重。据了解,陕西市场主要分为陕南、陕北、关中三个地区。三个地区因经济发展不平衡,导致其产能过剩程度也不平衡。陕南地区产能利用率相对较高,达到70%多;关东地区产能利用率相对较低,只有50%-60%;陕北地区产能利用率最低。 

 

面对当前严峻的市场需求和产能过剩情况,当地水泥企业也是叫苦连天。“我们3月10日错峰结束,开始正式生产,但到4月24日就因为库满,被迫停窑了。”一水泥企业负责人无奈道。  

当前陕西地区多数企业根据自家企业当前情况和往年经验安排错峰停窑。据中国水泥网了解,5月-7月期间,陕西地区企业生产线停窑时间在20-40天不等。  

面对当前恶劣的市场环境,当地水泥企业呼吁,希望大家可以“抱团取暖”,加强自律意识,不要恶意低价竞争,扰乱市场秩序。  


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Correlation

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2025-03-24 14:33:03

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2025-03-24 14:17:15

What is happening in the cement industry?

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2025-03-23 23:59:23

Weak Recovery of Commercial Mixed Market Demand in Northwest China..

2025-03-21 17:06:43

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2025-03-14 18:26:29

Weak Recovery of Commercial Mixed Market Demand in Northwest China..

2025-03-14 16:53:48

Wang Rui, Vice Chairman and Secretary of the General Party Branch of Yaobai Special Cement Group Co., Ltd., said that at present, the demand for cement in Shaanxi has been basically the same as last year, and the price has rebounded.

2025-03-13 14:33:37

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2025-03-07 17:55:06

According to the data center of China Cement Market, the cement market in southwest China is mixed. This week, the price of cement in Guizhou is basically stable, pushing up the price of cement by 60 yuan/ton in the early stage, but most enterprises have not yet implemented the rise, coupled with the dark drop in the transaction price of enterprises in the early stage, the overall implementation is not good.

2025-03-07 17:46:36

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2025-03-07 17:36:55

China Cement Net Market Data Center News: The Commercial Mixed Market in Northwest China Is Stable

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Shaanxi Guanzhong area cement price notice up 30 yuan/ton..

2025-02-25 17:20:33

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The central and southern regions are stable and small. As the Spring Festival is approaching, the construction sites and mixing stations in Guangdong and Guangxi are basically shut down, and the market demand is flat. Despite the local cement price increase notice, the actual price is not in the market, and the concrete price is mainly stable. The market demand in the two lakes region declined seasonally, and the price of concrete was weak and stable.

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Near the Spring Festival travel rush, and the temperature dropped significantly, most construction sites and mixing stations in Jiangsu have been shut down one after another, the demand for seasonal decline, coupled with the continuous decline in raw material cement prices. Affected by this, it is expected that the concrete market will continue to decline. In Shanghai, the market demand declined. In addition, the price of raw materials has fallen, and the market is mainly weak and stable. This week, the overall market demand in Zhejiang has not changed much, and the overall market price is mainly stable.

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2025-01-10 18:24:51

China Cement Net Market Data Center News: The price of commercial mixing in Northwest China is weak.

2025-01-10 17:19:22

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. Market demand in Gansu, Qinghai, Ningxia and Xinjiang continued to weaken, and the shipments of most cement manufacturers dropped to a low point.

2025-01-10 17:17:43

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2025-01-03 18:19:46

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. The market demand of Gansu, Qinghai and Ningxia continued to weaken, the shipments of most cement manufacturers dropped to a low point, and the overall price of cement remained stable.

2025-01-03 17:43:04

China Cement Net Market Data Center News: Weak and Stable Operation of Commercial Mixed Prices in Northwest China

2025-01-03 17:35:54

From the sharp decline in production to the fierce competition in the market, from the imbalance between supply and demand to the continuous shrinkage of benefits, every event has a profound impact on the future direction of the industry. Let's use these key words to review the cement industry in 2024. They not only record the hard journey of the industry, but also indicate the dawn of future development.

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Near the end of the year, the domestic concrete market demand continued to weaken, the cost support declined compared with the previous period, and the price of concrete in many places declined steadily. From December 19 to December 25, the national concrete price index closed at 111.39 points, down 0.80% annually and 10.97% year-on-year.

2024-12-27 17:40:19

China Cement Net Market Data Center News: Weak and Stable Operation of Commercial Mixed Prices in Northwest China

2024-12-27 17:25:59

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. Prices in Shaanxi have remained stable in the near future.

2024-12-27 17:23:41

Under the influence of low temperature weather, the market demand in Jiangsu and Shanghai is not ideal, and concrete shipments have declined compared with the previous period. In addition, the price of local raw material cement and sand has fallen, and the concrete market is weak and stable. The weather in Zhejiang is mostly fine, the demand has not changed significantly compared with last week, and the overall price is temporarily stable in the week. Affected by the cold weather and weak demand in Anhui, the price of raw materials has declined, and the price of concrete has also remained weak and stable.

2024-12-23 11:35:18

Off-season construction conditions are gradually weakening, concrete market demand is weak, and enterprise quotations are mainly stable, with a slight decline in some areas. From December 12 to December 18, the national concrete price index closed at 112.29 points, down 0.03% annually and 10.35% year-on-year.

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According to the China Cement Network Market Data Center, prices in the Pearl River Delta and western Guangdong markets in central and southern China have loosened and declined, while prices in Guangxi remain stable. Cement prices in many places in Hunan have risen again, and prices in Hubei are mainly stable.

2024-12-20 17:55:11

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2024-12-20 17:53:03

Recently, the Hubei Provincial Economic and Credit Office issued the Announcement on the List of Cement Clinker Production Lines and Enterprises with Production Time Calculated by 330 Days and 270 Days, which shows that the annual production days of the 4500t/d new dry cement clinker production line (second line) of Huaxin Cement (Daye) Co., Ltd. are 330 days, and the annual production days of the second line of Huaxin Cement (Daye) Co., Ltd. It is also the only clinker line in Hubei Province whose annual production days are calculated according to 330 days.