最高70元/吨!多地尝试推涨水泥价格 能否成功落实?

2023-09-11 09:22:31

终端需求恢复有限,市场情绪较为低迷,价格上涨难度较大,预计本周水泥价格或仍将延续弱势。

上周五,全国水泥价格指数(CEMPI)报收105.45点,环比下跌2.42%,同比下跌27.54%。

九月上旬,多地需求虽较8月底有所向好,但恢复程度极为有限,尚未达到同期水平,整体仍较疲弱,北方跌幅明显扩大。整体来看,市场情绪较为低迷,行情仍在探底。

分区域看,上周六大区域多数收跌。华北地区需求疲软,水泥价格下行7.72%;西北地区销量不佳,水泥价格走低2.45%;中南地区库存偏高,水泥价格下跌1.84%;西南地区出货低迷,价格较上周下跌1.72%;华东地区下游施工偏慢,水泥价格走弱0.87%;东北地区价格平稳,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

江苏整体市场需求相对平稳,水泥价格基本无明显波动;

浙江地区9月以来天气好转,市场需求较前期有所恢复,各企业报价基本持稳运行;

安徽地区近期天气尚可,需求较前期有所好转,但仍未达到往年同期旺季水平,月初蚌埠、阜阳、淮南等地水泥价格推涨20元/吨后,目前报价维稳运行;

福建地区多数工地施工受限,市场需求低迷,3日起上调水泥及熟料价格30元/吨,整体落实难度较大;

山东地区9月以来市场需求仍未有明显起色,且多数熟料线正常生产,库存压力较大,鲁南地区水泥价格回落20-30元/吨,其余地区基本跌回8月涨前水平;

江西终端市场需求疲软,企业出货量较差,近日南昌、九江地区下调水泥价格10-20元/吨,赣州地区下跌15-35元/吨

中南地区

湖北地区市场需求销量疲软,企业出货在5-7成上下,武汉市场部分企业报价小幅下调5-10元/吨

湖南长株潭地区上周价格持稳,周边局部市场有暗降迹象;

广西地区市场需求未见好转,企业出货仍在五成上下,周内玉林地区小幅下调水泥价格10元/吨

广东方面,月初珠三角及粤西部分市场下调水泥价格15-30元/吨后,上周暂未见继续下调,整体行情弱稳运行;

河南地区终端市场需求疲软,加之周边市场水泥价格下跌影响,近日水泥成交价格继续松动下调20-30元/吨

华北地区

河北石家庄地区一些主导企业月初曾尝试推涨水泥价格30-40元/吨,终端需求表现疲软,实际落实有待观察;

北京、天津地区需求弱势,水泥价格跌幅较大;山西地区市场总体稳定,企业报价大稳小动;

内蒙古中部地区民用市场形势较为严峻,水泥价格小幅松动下滑20-30元/吨

西南地区

四川地区近期阴雨天气较多,市场需求销量疲软,月初广元、巴中、广安等地下调水泥价格20-30元/吨,凉山州下调30-50元/吨

重庆本地市场整体变化不大,主城区域部分企业报价小幅下调10-20元/吨

云南地区水泥价格相对较低,企业经营压力较大,加之省内周边市场涨价带动,企业涨价意愿强烈,月初大理、丽江、昆明、普洱、曲靖、昭通等地上调水泥价格30-50元/吨,实际执行不一;

贵州市场需求依旧低迷,水泥价格较前一周变化不大。

西北地区

陕西关中地区受周边市场低价水泥冲击影响,企业销售压力加大,月初西安、咸阳、铜川等关中地区水泥价格继续走低20-30元/吨

1日起,甘肃兰州、白银、临夏、甘南等多地水泥价格通知上涨10元/吨,兰州地区落实情况较好,临夏、甘南等地尚未见落实;

宁夏地区水泥价格前期持续下跌至成本线,为改善运营质量,7日起区域上调水泥价格10-20元/吨,本轮推涨实际落实情况有待观察;青海、新疆地区水泥价格大稳小动。

东北地区

黑吉地区受部分原材料价格恢复性上调带动,加之前期区域水泥价格已跌至相对低位,企业经营压力较大,7日起黑龙江哈尔滨和吉林长春、吉林、白山等多地尝试通知上调水泥价格40-70元/吨,执行待观察;

辽宁地区本地市场需求不足,价格低位维稳。

后市预测:终端需求恢复有限,市场情绪较为低迷,价格上涨难度较大,预计本周水泥价格或仍将延续弱势。

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Correlation

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

The demand and price of concrete in North China are relatively stable.

2024-11-15 16:45:50

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

The demand for concrete in North China is weak.

2024-11-08 16:18:52

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

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

2024-11-01 16:50:09

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

2024-11-01 15:49:36

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

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

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

Raw material prices continued to rise, and concrete prices in the central and southern markets were mixed..

2024-10-18 17:14:14

According to the information from China Cement Market Data Center, the market price of Sichuan and Chongqing in the southwest region continues to rise; Yunnan region is weak and stable; Zunyi, Guizhou has notified to raise the cement price by 10 yuan/ton, and the implementation remains to be observed.

2024-10-12 17:26:43

After the National Day, the domestic concrete market demand rebounded slightly, but the total amount is still relatively weak, concrete enterprises are mainly shipping at stable prices, and have not yet followed the rise of raw materials. From October 3 to October 9, the national concrete price index closed at 112.82 points, in line with the National Day holiday, with a year-on-year decline of 10.21%.

2024-10-12 17:25:54

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

Market demand has not improved, although the price of raw materials has been pushed up, the price of concrete is mainly stable.

2024-09-27 15:20:26

Since the 22nd, major manufacturers in Fujian have begun to notify the increase of the price of all kinds of cement by 20 yuan/ton.

2024-09-23 13:15:11

Recently, the local weather conditions in China are not good, the recovery of market demand is insufficient, the price of concrete is mainly stable, and the local pressure is falling. From September 12 to September 18, the national concrete price index closed at 112.93 points, down 0.21% annually and 10.83% year-on-year.

2024-09-20 17:55:34

According to the China Cement Network Market Data Center, cement prices in the Pearl River Delta market in central and southern Guangdong are planned to stop falling and rise again, while prices in individual markets in Guangxi have experienced a second round of decline. During the Mid-Autumn Festival, the range of price increases in the two lakes areas has been extended to the whole province, pushing up by about 30 yuan/ton. Since the 10th, some major manufacturers in Henan have pushed up the price of cement by 30 yuan/ton, but the actual implementation is not ideal, some enterprises have not implemented in place, and the quotation remains at the level before the rise.

2024-09-20 17:10:16

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

2024-09-20 16:41:28

Major enterprises in Guangdong plan to raise the price of cement by about 30 yuan/ton from the Pearl River Delta market on the 21st.

2024-09-20 16:23:10

In order to survive and develop in the fierce market competition, cement enterprises must abandon the illusion of relying on others to "give" opportunities, and win the recognition and respect of the market through self-innovation and promotion.

2024-09-19 16:33:33

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

China Cement Net Market Data Center News: The market demand in East China continues to be depressed, and the concrete price is weak and stable.

2024-09-14 13:54:51

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

However, in the semi-annual reports issued by major cement listed companies, despite the sharp decline in profits of the cement sector, the development of the aggregate sector is still steady. China Cement Network data show that in the first half of 2024, the demand for aggregate for concrete fell 10.8% year-on-year, with a total demand of 6.25 billion tons, dragged down by both downstream infrastructure and real estate. Therefore, how long the aggregate can support cement enterprises is indeed a pessimistic unknown.

2024-09-04 09:39:36

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2024-08-30 17:31:27

Market demand in central and southern China is general, and concrete prices are weak..

2024-08-30 16:41:14

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2024-08-23 17:35:52

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

In the traditional off-season, concrete demand continues to weaken..

2024-08-09 15:44:53

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

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

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, cement prices in Sichuan, Chongqing and parts of Yunnan fell by 20-50 yuan/ton this week, and Guizhou continued to push up by 60 yuan/ton. Whether it can be implemented remains to be seen.

2024-07-19 17:19:24

According to the China Cement Network Market Data Center news, many off-peak production, in order to reduce inventory pressure, cement prices slightly declined signs.

2024-07-19 15:20:00

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

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 cement network market data center news, the overall market is stable and weak, some enterprises in Hanzhong area of Shaanxi Province notified an increase in cement prices by 50 yuan/ton, the implementation remains to be observed.

2024-07-05 16:15:11

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

The market demand is light and the concrete market is stable.

2024-06-28 16:12:52

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

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

On the 9th, some major manufacturers in Zhanjiang, Maoming, Yangjiang and other places in Guangdong tried to raise the price of bulk cement by 10-20 yuan/ton.

2024-06-12 15:18:54

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

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

Slowing down of construction progress and weakening of concrete market

2024-05-24 15:36:43