水泥价格跌至5年最低水平!湖南提前错峰作用有限!

2023-09-07 15:08:43

综合湖南地区调研情况来看,今年以来,湖南地区水泥行业一直“寒意”弥漫,即便从9月1日起提前开始错峰生产,区域内水泥企业对后市发展都持悲观态度。

提前一个半月就开始错峰生产的湖南水泥市场,依然没有复苏的迹象。

8月16日,为有效应对秋季臭氧污染突出问题,进一步改善环境空气质量,湖南省工业和信息化厅和省生态环境厅组织省水泥协会及17家水泥企业召开了水泥错峰座谈会,经过充分讨论,最终达成了提前实施错峰生产的一致意见,及时印发了《关于做好2023-2024年大气污染防治特护期水泥行业错峰生产工作的通知》(湘工信原材料〔2023〕324号),提前一个半月开展水泥错峰生产工作。

而从中国水泥网调研的情况来看,错峰生产尚未缓解湖南地区的供需矛盾,价格和需求依旧呈现出双弱的景象。

“没错峰的时间里,生产线也开不满。”湖南长沙一水泥大企生产负责人表示,今年需求差,区域内5000t/d以下的生产线基本属于停产状态,水泥企业普遍都亏损,即便提前开始错峰生产,也无法缓解当下局势。

多家水泥企业都表达了类似的观点。“现在库存都高,需求起不来,价格又降了。”“今年销量同比去年减少40%,只有2021年的30%左右。”“最低价格都跌到200以下了,一直都是亏”……

综合湖南地区调研情况来看,今年以来,湖南地区水泥行业一直“寒意”弥漫,即便从9月1日起提前开始错峰生产,区域内水泥企业对后市发展都持悲观态度。

从中国水泥网跟踪的湖南地区水泥价格K线图也可看出,进入2023年,湖南水泥价格持续下滑,目前已经是最近5年的最低水平。

此外,还需要引起注意的是,即便在如此“寒意逼人”的情况下,湖南地区仍有部分水泥企业亏本降价出售,以此稳定自己的市场份额。

“需求在下滑,我们销量同比2022年、2021年都是大幅下滑,但有些水泥企业销量一直保持稳定。”郴州市一水泥企业反馈称。

在传统意义上的旺季提前错峰,湖南地区水泥企业也可谓无奈至极,而这背后反映出的,是水泥需求大幅下滑、区域内供需矛盾不断加剧的现实和心酸。

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Correlation

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