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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China Cement Net Market Data Center News: This week, the market in the northwest region is mainly stable.

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Shaanxi Shangluo cement price notice up 30 yuan/ton..

2024-11-14 14:30:46

Shaanxi Hanzhong area cement price notice up 50 yuan/ton..

2024-11-12 15:47:48

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

2024-11-12 15:39:16

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.

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2024-11-08 17:27:44

China Cement Net Market Data Center News: The market demand has weakened, and the price of commercial mixing in the northwest region has stabilized.

2024-11-08 17:02:18

Looking forward to the fourth quarter, we believe that the demand for cement will continue to weaken, but under the background of the rising voice of "anti-involution" and the increasing awareness of self-help in the industry, enterprises will intensify their efforts to limit production, cement prices are expected to rise, and industry benefits will continue to be restored. Throughout the year, cement demand will face greater downward pressure, and the industry's profit decline is still large.

2024-10-30 17:15:19

Based on the market situation of the cement industry and the demand for high-quality and low-carbon development of Conch Cement, Conch will strengthen the research and development of technologies such as energy saving and carbon reduction, green environmental protection, clean energy and low-carbon cement. The main research directions of Conch's scientific and technological innovation in the future are as follows: 1. Research and development project of raw material and fuel substitution in the cement industry; 2. Research and development project of cement clinker quality improvement; 3. Energy-saving and carbon-reducing technical equipment R & D project; 4. Clean and green energy R & D and manufacturing project; 5. Future carbon technology industry exploration project.

2024-10-29 16:34:25

Recently, the construction in the south is relatively active, the local market demand is warming up, coupled with the increasing pressure on the cost side, the market price trend is stable and small. From October 17 to October 23, the national concrete price index closed at 112.14 points, down 0.02% annually and 10.65% year-on-year.

2024-10-25 17:29:24

According to China Cement Market Data Center, the demand in Sichuan and Chongqing in Southwest China has improved, and the cement price has been steadily promoted; the price increase in Yunnan and Guizhou may be blocked. It is understood that the fourth quarter of Yunnan plans to implement peak staggering production for 51-60 days, affected by the policy, the output of enterprises in the region has declined, and the inventory has declined slightly.

2024-10-18 17:38:28

With the improvement of weather conditions, the domestic market demand has improved as a whole in the near future, but it is still difficult to reach the peak season level in previous years. Concrete enterprises mainly ship at stable prices, and there are still some downward adjustments. From October 10 to October 16, the national concrete price index closed at 112.16 points, down 0.59% annually and 10.64% year-on-year.

2024-10-18 17:28:46

China Cement Net Market Data Center News: Concrete Prices in Northwest China Remain Stable

2024-10-18 17:17:47

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

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2024-10-12 17:25:54

The mixed market in the northwest region is mainly stable.

2024-10-12 15:53:01

Recently, the domestic market demand in some areas has improved slightly compared with the previous period, but the overall situation is still weaker than same period in history, and the price of concrete remains stable and weak. From September 19 to September 25, the national concrete price index closed at 112.82 points, down 0.10% annually and 10.45% year-on-year.

2024-09-27 17:57:56

China Cement Net Market Data Center News: The market demand in the northwest region has not changed much, and the price of concrete is stable.

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China Cement Net Market Data Center News: The commercial mixed market in Northwest China is running steadily.

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Recently, the domestic market demand has recovered slightly compared with the previous period, but the overall level is still significantly lower than same period in previous years, and the price of concrete before the Mid-Autumn Festival is mainly a smooth transition. From September 5th to September 11th, the national concrete price index closed at 113.17 points, and the ring ratio remained stable, with a year-on-year decline of 10.81%.

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China Cement Net Market Data Center News: There is no significant change in the commercial mixed market in Northwest China.

2024-09-14 13:46:16

Recently, the price of raw materials has shown an upward trend again, but due to the lack of new orders in the concrete market and the fierce competition among enterprises, the focus of transactions continues to decline steadily. From August 29 to September 4, the national concrete price index closed at 113.17 points, down 0.45% annually and 11.09% year-on-year.

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Recently, leading enterprises in Guanzhong area of Shaanxi have pushed up the price of cement by 30-50 yuan/ton.

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The commercial mixed market in Northwest China is stable and small.

2024-08-30 17:09:51

Domestic high temperature rain weather has not yet subsided, downstream construction activity is still low, the concrete market is relatively flat, and the market price is stable. From August 15 to August 21, the national concrete price index closed at 114.16 points, down 0.28% annually and 11.40% year-on-year.

2024-08-23 17:35:52

China Cement Net Market Data Center News: The Commercial Mixed Market in Northwest China Is Steady and Small

2024-08-23 17:24:44

Domestic construction conditions have not improved significantly, coupled with the small number of new key projects, the market demand is still relatively low, and the price of concrete has fallen more or risen less. From August 8 to August 14, the national concrete price index closed at 114.48 points, down 0.33% annually and 11.69% year-on-year.

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

2024-08-16 17:21:16

On the 13th, major enterprises in Guanzhong area of Shaanxi notified an increase in cement prices by 60 yuan/ton.

2024-08-13 16:49:38

Market, according to the China Cement Network Market Data Center news: August 12 or so, Hunan cement enterprises generally push up the price of cement 50 yuan/ton; August 13, Shaanxi cement enterprises push up the price of cement 60 yuan/ton. Hubei market has recently spread the rumor of price increases, but whether it can take place remains to be seen.

2024-08-13 11:22:30

The domestic market continued to be controlled by the hot and rainy weather, the market demand was weak, the price of concrete continued to fall steadily, and the decline in Sichuan and Chongqing was relatively large. From August 1st to August 7th, the national concrete price index closed at 114.86 points, down 0.43% from the previous month.

2024-08-09 18:09:08

The commercial mixed market in Northwest China is temporarily stable.

2024-08-09 17:20:56

Domestic construction conditions have not been significantly improved, coupled with insufficient new projects in most regions, the concrete market is still flat. From July 25th to July 31st, the national concrete price index closed at 115.36 points, down 0.59% from the previous month.

2024-08-02 17:29:53

China Cement Net Market Data Center News: Northwest market demand growth is limited, the concrete market is temporarily stable.

2024-08-02 17:15:21

According to the cement network market data center news, Ningxia prices continue to decline; Shaanxi region recently due to the contradiction between supply and demand and price competition led to a larger price reduction.

2024-08-02 16:39:35

Cement prices in Guanzhong area of Shaanxi Province dropped significantly, with a drop of about 100 yuan/ton from the beginning to the end of July.

2024-08-02 11:20:00

Adani is also a big man in the Indian cement industry and is the second largest cement producer in India. He entered the industry in 2022 with the acquisition of Holcim's cement business in India, which acquired about 70 million tons of cement per year for $10.5 billion. Adani plans to expand its annual cement production capacity to 140 million tons by 2028. Adani has previously invested $1.6 billion to acquire Sanchi Cement and Penna Cement, and is expected to acquire an additional 21 million tons of production capacity.