市场旺季不旺!全国水泥价格跌幅扩大!个别地区价格推涨

2023-05-15 09:47:38

当前下游需求羸弱,加之阴雨天气频发,预计本周水泥价格将延续弱势运行态势。

周五(5月12日),全国水泥价格指数(CEMPI)报收132.55点,环比下跌1.81%,同比下跌19.89%。

五一小长假后全国市场需求表现仍不理想,企业库存高位承压,市场竞争加剧,全国水泥价格跌幅扩大;南方地区项目开工较差,市场需求走弱,区域竞争激烈;北方地区需求比较一般,市场偏稳运行。

分区域看,本周六大区域南跌北稳。华东地区库存高位承压,水泥价格下跌3.15%;中南地区需求疲软,水泥价格较上周下跌1.74%;西南地区雨水天气较多,价格下跌1.25%;华北、东北和西北地区平稳运行,水泥价格较上周没有变化。

表1:六大区域水泥价格指数变化

数据来源:水泥大数据(https://data.ccement.com/)

华东地区

上海:需求表现一般,外来低价水泥冲击不断,8日下调各品种水泥价格20元/吨左右。

江苏:五一小长假加之雨水天气影响,终端市场需求偏弱运行,3-9日江苏南京、镇江、南通及苏锡常等地下调水泥价格15-30元/吨,苏中地区高标散装小幅暗降10元/吨左右,其余品种下调20-40元/吨

浙江:市场需求偏弱运行,库存高位承压,月初以来水泥价格连降两轮,累计降幅30-40元/吨。

安徽:市场需求旺季不旺,马鞍山、芜湖、黄山、宣城以及淮北等地区下调水泥价格10-20元/吨,宣城地区连续下调两轮,累计降幅30-35元/吨

福建:终端市场需求疲软,一些企业停窑执行不到位,月初福州、宁德、三明等地水泥价格下滑10-20元/吨,10日前后闽南地区跟进下调10-15元/吨

山东:受错峰带动,10日山东地区上调水泥及熟料价格20-30元/吨,目前仅鲁南地区小幅上调10元/吨左右。

江西:整体市场需求偏弱,近期九江及周边南昌、赣州市场走低15-20元/吨

中南地区

湖南、湖北:两湖地区阴雨天气较多,市场需求销量低迷,湖南岳阳、娄邵、长株潭等地水泥价格走低20-30元/吨,湖北武汉及鄂东地区小幅下调水泥价格10-20元/吨

广东、广西:两广地区市场需求疲软,销量较差,8-9日粤东及珠三角地区下调水泥价格15-20元/吨,广西北防钦、桂林等市场水泥价格松动下滑20元/吨左右。

河南:多地工地及搅拌站开工受限,市场需求表现疲软,4月底一些主要厂家推动上调水泥价格30元/吨后本月陆续出现回落。

西南地区

四川、重庆:阴雨天气影响,川渝地区市场需求下滑,企业出货减少,库位上升,上旬四川成德绵、南充、遂宁、广安等地水泥价格下调20元/吨左右,重庆主城及渝西地区下调水泥价格20-30元/吨。

贵州:二季度错峰停窑,市场供应减少,上旬贵州地区上调水泥价格30元/吨,多数企业落实在10-20元/吨

云南:能耗双控及限电等因素影响,水泥生产受限,10-11日云南普洱、西双版纳上调水泥价格20元/吨,落实情况有待观察。

华北地区

河北:中南地区停窑执行情况不达预期,一些企业库存仍在高位,月初企业尝试推动上调水泥价格30元/吨以失败告终,市场弱势运行。

北京、天津:京津两地市场目前保持平稳,水泥需求环比无明显变动,价格继续低位走稳。

山西:房地产市场需求较差,加之区域一些企业停窑已结束,库存高位运行,月初太原、晋中等地下调水泥价格20-30元/吨。

内蒙古:市场需求不佳,近期内蒙古赤峰、呼和浩特等地下调水泥价格20-40元/吨不等。

西北地区

陕西:受资金、天气等因素影响,陕西地区市场需求疲软,关中地区下调低标袋装水泥价格30元/吨左右。

甘肃:近期雨水天气多发,甘肃市场需求恢复受限,上旬以来嘉峪关、酒泉地区下调水泥价格30元/吨左右,平凉地区实际成交价格下滑10-20元/吨不等。

新疆:节后需求一般,新疆乌鲁木齐小幅回落10-20元/吨

青海、宁夏:水泥市场起伏不大,价格以稳为主。

东北地区

辽宁大连、辽中地区市场需求走弱,区域内水泥成交价下行,吉林和黑龙江整体需求销量环比基本持稳,水泥价格平稳运行。

后市预测:当前下游需求羸弱,加之阴雨天气频发,预计本周水泥价格将延续弱势运行态势。

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Correlation

Recently, the overall domestic demand has declined steadily, coupled with the weakening of local cost support, and the price of concrete has been stable and small. From November 14 to November 20, the national concrete price index closed at 112.35 points, down 0.13% annually and 10.08% year-on-year.

2024-11-22 18:03:03

According to the China Cement Network Market Data Center news, the implementation of the early push up in the central and southern regions is not up to expectations. During the week, cement prices in many places in Guangdong generally began a new round of increase, and the quotation in Guangxi was stable and small. This week, the implementation of the push up in Hunan and Hubei is not ideal.

2024-11-22 17:30:12

According to the China Cement Market Data Center News, the price of cement in Sichuan, southwest China, is mixed; Yunnan is stable as a whole. Chongqing area has been pushing up since November, according to the feedback from leading enterprises, the price is relatively stable after the rise, and the enterprises that did not rise in place in the early stage have also increased by 20-30 yuan/ton in the near future.

2024-11-22 17:27:34

China Cement Network Market Data Center News: Southwest Market Demand Performance in general, mainly stable.

2024-11-22 17:26:33

In the first three quarters of 2024, the overall performance of 18 listed companies continued to be poor, with almost all revenues declining, all profits of profitable enterprises declining, and nearly half of them falling into a loss state.

2024-11-22 16:15:43

Concrete prices in central and southern China are mainly stable, and some regions are trying to rise..

2024-11-22 16:11:29

While seeing the success of the current price rise, the industry should also think about how to make a good start next year and how to develop steadily in the future. The author believes that in the current situation, active production control is the key to maintain a good situation in the cement industry. If production control can not be effectively implemented, even if the cement price is maintained at a relatively reasonable position at the end of this year, the cement price will still be difficult to maintain in the face of severe supply and demand situation after the beginning of next year.

2024-11-20 09:45:47

According to China Cement Network Market Data Center news, Fujian cement prices in East China once again pushed up, while the rest of the region was mainly stable in the week. This week, the Yangtze River Delta region is dominated by rainy weather, and the overall market demand is relatively stable, but some leading enterprises in the region still insist on selling at high prices, resulting in sales hovering at a low level.

2024-11-15 17:43:44

Recently, the concrete market demand has weakened, coupled with the cost-side support has not been further strengthened, enterprises are mainly shipping at stable prices, with a slight increase in individual regions. From November 7 to November 13, the national concrete price index closed at 112.50 points, up 0.03% annually and down 10.07% year-on-year.

2024-11-15 17:37:41

According to the China Cement Network Market Data Center, cement prices in central and southern China rose by about 20-30 yuan/ton in a large area this week, while those in Guangxi were temporarily stable after the rise. This week, the price of cement in Hunan was pushed up again, and the price of cement in eastern Hubei was planned to be raised again by about 30 yuan/ton in order to restore the previous target.

2024-11-15 17:36:48

According to the information from China Cement Market Data Center, the price in Chongqing and Northeast Chongqing in the southwest region has risen by 30 yuan/ton, and the implementation remains to be observed; the price in Changdu, the Xizang, has risen by 50 yuan/ton, and the implementation remains to be observed; Sichuan and Yunnan maintain stable operation.

2024-11-15 17:34:42

China Cement Network Market Data Center News: raw materials rose, the southwest region to promote a small increase in concrete prices.

2024-11-15 16:53:10

This week, the demand is insufficient, and the price of concrete is stable.

2024-11-15 16:48:55

There is no big change in the price of concrete in central and southern China.

2024-11-15 16:22:55

On the 13th, some major enterprises in Ningxia took the lead in notifying the increase of cement price by 10 yuan/ton, and the implementation remains to be observed.

2024-11-13 15:18:11

Some major enterprises in Fujian plan to raise cement prices by about 20 yuan/ton in Xiamen, Zhangzhou and Longyan from the 13th.

2024-11-12 16:38:20

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.

2024-11-08 17:41:17

According to China Cement Market Data Center, cement prices in central and southern China rose steadily this week, pushing up 30-50 yuan/ton in Guangxi, and some low-priced enterprises reported an increase of 70 yuan/ton. This week, cement prices in eastern Hubei have gradually fallen back to the level before the last round of rise, and cement prices in many places in Hunan continue to rise.

2024-11-08 17:23:08

According to the information from China Cement Market Data Center, the price of cement in Chongqing in the southwest region is pushed up by 50-100 yuan/ton, and the implementation is to be observed; the price in Zhaotong in Yunnan is pushed up by 50 yuan/ton, and the implementation is to be observed; the price in Nanchong, Guang'an and Suining in Sichuan is pushed up by 50 yuan/ton, and the price in Yibin and Luzhou is partially dropped.

2024-11-08 17:19:35

China Cement Net Market Data Center News: Raw Materials Rise, Concrete Prices in Southwest China May Be Raised

2024-11-08 17:11:43

The weather is fine, the demand has recovered slightly, and the price of concrete is stable.

2024-11-08 15:25:26

On the 4th, Changsha-Zhuzhou-Xiangtan, Hengyang, Yongzhou, Chenzhou and other places once again tried to push up cement prices by 20-30 yuan/ton..

2024-11-06 15:40:33

In October, with the gradual decline of the national temperature, the northern project came to an end, and there was a small-scale rush to work in some areas, while the southern construction activities increased, the demand warmed up, and the shipment volume increased slightly. On the supply side, a number of sand and gravel aggregate projects have been successfully put into operation, production capacity has been released rapidly, sand and gravel prices have stopped falling slightly, and have entered a narrow range of volatility.

2024-11-05 11:42:36

According to China Cement Market Data Center News, in the central and southern regions, this week, Guangdong Pearl River Delta and Hainan regions continue to push up the cement price by 30-60 yuan/ton, and the implementation will wait and see; Guangxi region is planning to push up the cement price by 30-50 yuan/ton. After the two lakes region experienced many times of pushing up, the price was temporarily stable this week.

2024-11-01 17:35:36

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

China Cement Net Market Data Center News: The price of raw material cement in southwest China is pushed up, or the concrete market is pushed up.

2024-11-01 17:04:42

The concrete market in North China is relatively stable.

2024-11-01 17:02:53

Cement prices in central and southern China are generally rising, and concrete prices may rise..

2024-11-01 15:49:36

Prices in some parts of East China have been raised this week, but the overall price has been stable.

2024-11-01 15:14:55

On November 1, major enterprises in Hainan Island again notified an increase of 60 yuan/ton in the price of various types of cement.

2024-11-01 10:09:33

Recently, the domestic temperature has dropped, local demand has dropped compared with the previous period, and the price of concrete market is mainly in a narrow range. From October 24 to October 30, the national concrete price index closed at 112.12 points, down 0.02% annually and 10.33% year-on-year.

2024-11-01 01:06:33

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

Since October, the price of cement in the eastern Guangdong market has been relatively stable and has not risen yet. At present, the 4600t/d production line of the local cement industry has been ignited recently, which is expected to have a certain impact on the eastern Guangdong market in the short term. However, the increase in the price of cement in the Pearl River Delta and Fujian can lay a certain foundation for the increase in the price of cement in the eastern Guangdong market.

2024-10-29 09:40:30

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 the China Cement Network Market Data Center, the Pearl River Delta in central and southern Guangdong is planning to continue to push up cement prices by 30-50 yuan/ton around the end of the month, and the Guangxi region is temporarily stable. Cement prices in Hunan and Hubei continued to rise by 30-50 yuan/ton.

2024-10-25 17:23:23

The pressure of market competition in East China is greater, and the rise in concrete prices is fatigue..

2024-10-25 16:49:34

The price of concrete in North China is affected by the rise of raw materials, and there are signs of price increase.

2024-10-25 16:09:22

Prices of raw materials in central and southern China continue to rise, and the concrete market has not yet fluctuated significantly..

2024-10-25 15:28:18

Southwest raw material cement prices push up, or push up the concrete market..

2024-10-25 14:53:28

On the 23rd, cement enterprises in some areas of Beijing, Tianjin and Hebei notified an increase in cement prices by 50 yuan/ton.

2024-10-23 14:22:38

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