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

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%.

2024-09-14 19:27:38

The price of raw materials has been pushed up one after another, and the price of concrete in the central and southern markets may rise slightly..

2024-09-14 14:43:45

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.

2024-09-06 17:22:16

The price of raw materials is declining, and the price of concrete in the central and southern markets is running steadily and weakly.

2024-09-06 15:58:01

Most regions in China are affected by capital factors, lack of construction increment downstream, no improvement in concrete market demand, and downward pressure on local quotations. From August 22 to August 28, the national concrete price index closed at 113.68 points, down 0.42% annually and 11.12% year-on-year.

2024-08-30 17:31:27

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

Affected by the price of raw materials, the price of concrete in the central and southern markets is mixed..

2024-08-23 15:33:03

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.

2024-08-17 10:46:53

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

According to the China Cement Network Market Data Center news, the implementation of the rebound in cement prices in the Pearl River Delta region of central and southern Guangdong is not optimistic, and the Guangxi region is tepid. The market prices of the two lakes are basically stable, and there is a decline in some areas. Leading enterprises in Guangdong try to restore the price of cement, but under the influence of high temperature weather, the actual effect is not good. The rain weather in Guangxi is decreasing, the market demand is limited, the price is stable, and the local market is falling. Cement prices in Hubei are stable, and high temperatures affect demand. The Hunan area continues the high temperature, the demand is weak, the partial price falls. Affected by rainfall, the market demand in Henan is not good, and the price is stable.

2024-08-09 17:12:17

High temperature and rainy weather are frequent, and the market demand is weak. At the same time, some enterprises grab the volume at a low price, and the market competition is fierce, resulting in a fall in prices. In the first half of this year, some enterprises "involution" vicious competition, the cement industry has repeatedly encountered a wave of price cuts, the peak season is not prosperous, the off-season is weaker. In the Yangtze River Delta, Pearl River Delta and other domestic hot markets, the price of cement has been less than 200 yuan/ton.

2024-08-09 15:33:51

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

According to the China Cement Network Market Data Center, the price of cement in the Pearl River Delta region of Guangdong in central and southern China has recovered by 10-15 yuan/ton, and the quotation in Guangxi is temporarily stable. Prices in some areas of the two lakes have fallen in the early stage, and the overall market is mainly stable this week.

2024-08-02 17:16:26

High temperature off-season, the price of concrete in the central and southern market is mainly weak and stable..

2024-08-02 16:44:53

Looking forward to the second half of 2024, we believe that the demand for cement will improve compared with the first half of the year, and the price will continue to rebound. However, under the constraints of weak demand and serious overcapacity, the repair of cement price is limited. Throughout the year, cement demand will face

2024-08-01 09:19:52

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

Rainfall continued in many parts of the country, local typhoons invaded, downstream construction was slow, and concrete prices fell steadily. From July 18th to July 24th, the national concrete price index closed at 116.05 points, down 0.58%.

2024-07-26 20:17:51

According to China Cement Network Market Data Center news, Guangdong, Hubei individual market notice to raise cement prices by 30-50 yuan/ton, the implementation remains to be observed. Cement quotations in other areas are basically stable and small.

2024-07-26 16:42:59

Affected by the traditional off-season, the overall price of concrete in the central and southern market is weak and stable.

2024-07-26 15:35:59

Some regions in China are affected by high temperature and rain weather, coupled with insufficient new projects, the price of concrete is weakening. From July 11th to July 17th, the national concrete price index closed at 116.73 points, down 0.47% from the previous month.

2024-07-19 17:35:12

According to China Cement Market Data Center, the actual turnover of cement in Guangdong and Guangxi local markets fell slightly by 10-20 yuan/ton this week, but the overall quotation of large factories stabilized. Cement prices in many places in the two lakes have fallen back to the level before the rise.

2024-07-19 17:14:59

Recently, the domestic rain belt has moved northward, the market demand in most regions is still weak, and the price of concrete is stable and weak. From July 4th to July 10th, the national concrete price index closed at 117.28 points, down 0.54% from the previous month.

2024-07-12 17:29:18

According to the data center of China Cement Market, the price of cement in Guangdong and Guangxi markets has been stable this week, and the price in Hainan has fallen sharply. Prices in Hubei are mainly stable, while prices in Changsha-Zhuzhou-Xiangtan are falling.

2024-07-12 17:23:24

The market demand is insufficient, and the price of concrete is mainly weak and stable.

2024-07-12 15:31:00

In the second quarter, the domestic rainwater was on the high side, coupled with the tight market funds, the supply and demand of the concrete industry were weak, and the National Commodity Concrete Price Index (CONCPI) fell by 3.35% annually, which was wider than the previous value.

2024-07-08 14:17:39

Rainwater in the south has decreased recently, but the growth rate of downstream construction demand is limited, and the price of concrete is mainly stable. From June 27th to July 3rd, the national concrete price index closed at 117.92 points, and the ring ratio remained stable.

2024-07-05 17:34:54

According to the data center of China Cement Market, the price of cement in Guangdong and Guangxi markets has been stable after rising in the week. At present, the overall price of the two lakes region is mainly stable, and there is a decline in some areas.

2024-07-05 17:16:30

The recent rainy weather is still continuing, the downstream construction progress is slow, local shutdown occurs, and the price of concrete is stable and small. From June 20th to June 26th, the national concrete price index closed at 117.92 points, down 0.19% from the previous month.

2024-06-28 18:10:43

Cement prices in the Pearl River Delta region of Guangdong rose by 20-30 yuan/ton in the second round of the month, and Guangxi may also have price expectations, according to the China Cement Market Data Center. Affected by the continuous rain weather in the two lakes area, sales in some areas stagnated.

2024-06-28 17:04:10

De-inventory has become an important task for the real estate industry at this stage, and the scale of land supply is expected to shrink further, putting pressure on domestic cement demand.

2024-06-28 09:38:56

The contradiction between supply and demand intensifies, and the price prospect of natural sand is worrying.

2024-06-26 15:22:12

How can the cement industry solve the problem and step out of the deep mud?

2024-06-26 10:19:01

Many places in China reported that the rain weather increased, the market demand was weak, and the price of concrete was weak. From June 13th to June 19th, the national concrete price index closed at 118.15 points, down 0.20% from the previous month.

2024-06-21 17:53:57

According to the cement network market data center news, this week, cement prices in Guangxi have stabilized after rising, and the actual implementation range in Guangdong and Hainan has narrowed.

2024-06-21 16:03:50

According to the China Cement Network Market Data Center, this week, the second round of cement prices in Guangxi began to rise by 30-40 yuan/ton in a month, while cement prices in Guangdong were mixed.

2024-06-14 19:47:39

After the festival, the market demand in most regions tends to be weak, and the focus of concrete transactions is mainly stable. As of June 12, the national concrete price index closed at 118.39 points, down 0.03% annually and 12.69% year-on-year.

2024-06-14 17:35:49

According to China Cement Network Market Data Center, driven by factors such as kiln shutdown and the implementation of the new national standard, the price of cement in Guangxi Province has risen by 30 yuan/ton, and the implementation remains to be observed. The Guangdong market is tepid, and the quotation is temporarily stable. After the market of the two lakes rose, the implementation was not good.

2024-06-07 16:54:49

Demand is poor, concrete prices are stable and falling..

2024-06-07 14:16:56

Since June 6, enterprises in Zhangjiajie have notified an increase of 50 yuan/ton in cement prices and 20 yuan/ton in some areas.

2024-06-07 10:43:23

Recently, domestic demand is still relatively flat, the cost pressure of mixing stations is increasing, and the Northeast continues to rise. As of June 7, the national concrete price index closed at 118.42 points, down 0.11% annually and 13.07% year-on-year.

2024-06-07 00:41:49

Cement prices in Changsha-Zhuzhou-Xiangtan and Hengyang have fallen.

2024-06-06 14:20:41

Recently, there is still too much rain in some regions of China, and the demand for concrete market is running at a low level, but the overall price decline has narrowed due to the impact of cost support. From May 27 to May 31, the national concrete price index closed at 118.55 points, down 0.31% annually and 13.61% year-on-year.

2024-05-31 17:14:10

Cement Big Data Research Institute of China Cement Network has recently conducted online research on some sand and gravel enterprises.

2024-05-30 17:03:14

According to the incomplete statistics of China Cement Network, there are about 24 companies with aggregate business in A-share motherboard and Hong Kong listed companies, of which 16 listed companies disclose specific aggregate income..

2024-05-28 16:59:57

According to the environmental impact report of the project, the overall relocation and technical transformation project of Fenyi Conch 4500 t/d cement clinker production line from the city to the park is located in the digital building materials industrial park of Fenyi Industrial Park, Xinyu City. It is a relocation project to build a 4500 t/d new dry process cement clinker production line and a 7.5MW waste heat power generation system. Supporting construction of cement grinding production line and material storage and transportation projects.