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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会议同期将举行“2023水泥行业‘双碳’先进企业”颁奖仪式以及“双碳”装备展,会后还将组织参观济源中联水泥有限公司“全球首条钢渣捕集水泥窑烟气CO2制备固碳辅助性胶凝材料与低碳水泥生产线”。

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Correlation

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

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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

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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

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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.

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2024-10-12 17:25:54

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2024-09-27 17:57:56

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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

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2024-09-20 16:23:10

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2024-09-19 16:33:33

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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

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2024-08-09 17:12:17

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2024-08-09 15:44:53

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2024-07-05 17:34:54

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2024-07-05 16:15:11

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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

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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

The cost of purchased limestone is basically more than 40 yuan/ton, and the cost of limestone purchased by some enterprises is even 50-60 yuan/ton, which is more than 30 yuan/ton higher than the cost of limestone per ton of self-owned mining enterprises. Converted to clinker, the cost of raw materials per ton of clinker is almost 40 yuan/ton higher.

2024-05-21 17:34:42

China Cement Network Market Data Center News, Southwest China last week, some leading enterprises in Chongqing notified the main city to raise cement prices by 30 yuan/ton, the current implementation is not up to expectations. The weekly quotation of some markets in Sichuan was slightly reduced by 10 yuan/ton, and the overall market in Yunnan-Guizhou region was relatively stable.

2024-05-17 17:25:50

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.