爆发!超30万亿投资公布!水泥企业抓住机会

2023-01-31 09:14:44

中央经济工作会议强调扩内需、稳增长,预计基建投资在2023年上半年仍将是稳增长的重要抓手之一,基建投资高景气有望延续。

据中国水泥网行情中心消息,市场反馈,春节期间环巢湖等市场一些企业执行错峰停窑,库存小幅走低,加之前期熟料价格已降至相对低位。1月29日起安徽沿江地区一些主要企业尝试性通知上调熟料价格10元/吨。调后沿江熟料离岸挂牌出厂报价290-300元/吨左右。

此外,广西方面,市场反馈,水泥生产成本仍在高位,春节长假及错峰停窑时间延长,企业库存压力不大。1月29日-30日起广西南宁、崇左、百色、玉林、贵港、桂林等区域一些厂家通知上调袋装水泥价格20元/吨。目前多数工地及搅拌站尚未开工,仅少量袋装需求,本轮调涨落实情况有待观察。

与此同时,河北唐山地区部分水泥企业发布涨价通知,落实有待继续观察。

业内人士表示,目前市场需求尚未恢复,预计元宵后开始逐步复苏。

各地密集开工 新一轮水泥需求即将开启

兔年伊始,重大项目建设发起“春季攻势”。河南省、陕西省、四川省、湖南省、广东省等多地在春节复工后密集举行重大项目开工仪式,或是发布2023年重大项目计划,力争实现“开门红”。

去年末召开的中央经济工作会议提出,要通过政府投资和政策激励有效带动全社会投资,加快实施“十四五”重大工程,加强区域间基础设施联通。

据不完全统计,近期各地集中开工项目加上计划投资项目共涉及金额超30亿元。随着重大项目的陆续落地,新一轮的水泥需求也将形成。

河南省

河南省人民政府印发《大力提振市场信心促进经济稳定向好政策措施》。梳理出1万个左右重大项目,力争2023年全年完成投资2万亿元以上。

1月28日,河南省第七期“三个一批”项目建设活动举行。各省辖市、济源示范区、航空港区和各县(市、区)同步举行“三个一批”项目建设活动。据统计,全省集中签约项目611个,总投资7069亿元;开工项目1271个,总投资1.6万亿元;投产项目1443个,总投资8792亿元。

陕西省

陕西2023年一季度重点项目集中开工仪式28日在西安举行。全省一季度集中开工795个省市重点项目,总投资5646亿元,年度投资2285亿元。此次集中开工的项目包括493个关中协同创新发展项目、146个陕北转型持续发展项目、156个陕南绿色循环发展项目。

据介绍,陕西今年谋划省级重点项目643个,项目总投资约2万亿元,年度投资4818亿元。下一步,陕西将建立和完善项目谋划、储备、开工、投产“四张清单”滚动更新机制,加快构建竞争优势突出的现代化产业体系。

四川省

1月28日,成都市政府发布2023年1号文件《成都市2023年重点项目计划》,全市拟编列重点项目共900个,总投资24425.1亿元,年度计划投资3511.8亿元。其中,年度计划投资较2022年增加36.9亿元。

湖南省

长沙:1月29日,长沙举行“全面贯彻党的二十大精神 奋力实施‘强省会’战略”加快推进长沙高质量发展重大项目集中开工活动。投资5000万元以上重大项目340个,计划总投资1951亿元,年度计划投资640亿元。

株洲:1月30日上午,株洲市举行2023年“项目攻坚年”活动重大项目一季度开工活动,本次共有103个项目集中开工,总投资达227.6亿元,年度投资达125.7亿元。

邵阳:1月29日,邵阳市举行2023年重点项目集中开工活动,总投资超331亿元的106个重点项目集中开工,掀起了新春项目建设热潮。

广东省

1月28日,广东“新春第一会”——全省高质量发展大会如期召开。2023年,广东争取社会融资规模增长10%以上;确保省重点项目完成投资1万亿元;全省工业投资增长10%以上……随着会上一个个数字的公开,广东2023年的重大项目发展蓝图也逐渐被勾勒清晰。

重点工业项目建设是稳投资促增长的“强引擎”与“压舱石”。今年,广东全年将安排省重点项目1530个,总投资约8.4万亿元,年度计划投资1万亿元。其中,100亿元以上规模的项目达205个,50亿元至100亿元规模的项目有152个,囊括基础设施工程、产业工程、民生保障工程共三大行业。

江苏省

江苏2023年度省级重大项目清单确定了220个项目,年度计划总投资5666亿元,较上一年增加76亿元。

浙江省

浙江省政府办公厅近日印发《浙江省扩大有效投资“千项万亿”工程2023年重大项目实施计划》。《实施计划》提出,2023年推进省重大项目1000个左右,计划完成投资1万亿元以上。第一批安排省重大项目791个,年度计划投资8337亿元。力争新建项目开工率达到100%,投资完成率超过100%。

福建省

1月28日下午,福建省发展和改革委员会网站发布的《福建省发展和改革委员会关于印发2023年度省重点项目名单的通知》(简称“《通知》”)显示,经省政府同意,确定2023年度省重点项目1580个,总投资4.09万亿元,年度计划投资6480亿元。

云南省

1月28日云南召开2023年一季度重大产业项目调度暨开工推进会,据云南日报报道,今年一季度,云南全省计划开工项目675个、总投资1973亿元、年度计划投资764亿元。

江西省

2023年江西将充分发挥投资的关键作用,持续打好六大领域“项目大会战”,强力推进项目建设“四大攻坚行动”,2023年初步计划实施3527个省大中型项目,总投资4.42万亿元左右,年度计划完成投资1.56万亿元左右。

湖北省

1月28日从武汉市发改委获悉,2023年武汉市1154个10亿元以上重大项目清单出炉,总投资4.5万亿元,年度投资4600亿元以上。按照2023年武汉市政府工作报告要求,该市将实施“项目投资攻坚年”行动,千方百计扩大有效投资,更好发挥投资“压舱石”作用。

清单中,10亿元以上的重大项目分为竣工、续建、新开工、前期、策划等五大类,10亿元至50亿元项目926个,50亿元至100亿元项目148个,100亿元以上项目80个,预计105个重大项目将于今年竣工。

山东省

1月28日,济南市2023年“项目突破年”工作动员大会上印发了《济南市深化新旧动能转换推动绿色低碳高质量发展三年行动计划(2023—2025年)》,明确了未来三年济南十大领域第一批1301个重点项目,总投资超过2.4万亿元。《行动计划》对年度工作任务进行了细化,其中2023年新开工项目545个,总投资超6600亿元。

贵州省

近日召开的贵州全省发展和改革工作会议透露:2023年,贵州计划推进实施省重大项目4000个以上、完成投资8000亿元以上,坚定不移扩大有效投资、优化投资结构、保持投资合理增长。

安徽省

1月28日,安徽省人民政府官网发布《安徽省人民政府办公厅关于印发进一步盘活存量资产扩大有效投资实施方案的通知》。明确将加快推进市县平台公司整合,原则上每个市打造一个总资产500亿元级以上综合性国有资本运营集团。

此外,近日安徽省召开一季度全省投资和重点项目工作推进会,吹响了今年加快项目建设、扩大有效投资的“号角”。

据悉,今年一季度,全省开工项目1017个,总投资7069.1亿元,年度计划投资1956.7亿元。各地各部门将增强“拼”和“抢”的紧迫感,聚焦重点领域,强化项目支撑,突出招大引强,推动项目快建设、快竣工、快投产,力争首季“开门红”。

2023年基建投资有望保持较快增长

展望2023年,业内人士认为中央经济工作会议强调扩内需、稳增长,预计基建投资在2023年上半年仍将是稳增长的重要抓手之一,基建投资高景气有望延续。

中国银行研究院研报预计,2023年政府将继续加强基建项目储备,通过加大财政支持力度、运用准财政工具等方式拓展资金来源,推动基建项目早开工、专项债等资金早使用,基建投资有望保持较快增长。

在资金方面,国盛证券认为,政策性金融工具有望再加力。预计2023年专项债新增额度上升空间有限,2023年政策性金融工具及政策性贷款规模会较2022年继续明显提升,是决定2023年基建投资弹性的主要资金来源之一。

业内人士表示,大规模的项目投资势必将带动水泥需求,利好区域产能释放,刺激水泥价格上扬。

All can be viewed after purchase
Correlation

With the continuation of the positive orientation of macro-policy in 2025, as well as the combination of fiscal power and real estate "stop falling and stabilize" policy, it will effectively support the recovery of infrastructure and cement industry. The company will seize the key window period of improving quality and efficiency, reforming and innovating, realize value increment under the new normal situation of reducing development, tap potential and increase efficiency inward, firmly promote the upgrading of "high-end, intelligent and green" and the three major transformations of "cement +, internationalization and double carbon", constantly cultivate and develop new momentum and new advantages, and comprehensively consolidate the core. Return investors with better performance.

2025-04-03 16:10:08

According to China Cement Market Data Center, the northwest cement market has recovered weakly, the market in Shaanxi has stabilized in stages, and the price of Gansu, Qinghai and Ningxia has stabilized under the new rising fatigue.

2025-03-31 15:34:56

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou.

2025-03-14 16:25:27

In 2024, the market scale of ready-mixed concrete industry in Guizhou Province contracted seriously, hovering in the low market demand area. The ready-mixed concrete industry in Guizhou Province has shown the characteristics of regional competition, and the disorderly competition continues to intensify. Major enterprises have competed for market share by shrinking production capacity, reducing labor and production costs, improving product service quality and technological innovation. Some enterprises have begun to explore the integration of upstream and downstream industrial chains (sand and gravel materials, prefabricated components, outsourcing business) to speed up mergers and acquisitions. In order to reduce costs and improve competitiveness. Industry consolidation will accelerate in 2024, and some small and medium-sized enterprises will face elimination or acquisition, thus improving the overall situation.

2025-03-04 10:36:26

According to the data center of China Cement Network, the market in the Pearl River Delta, western Guangdong and northern Guangdong in central and southern China notified the price of cement to be raised by about 20-40 yuan/ton, while the price in Guangxi remained stable. Hunan Changsha-Zhuzhou-Xiangtan and other places began to push up the price of cement by about 10-20 yuan/ton, while the price of cement in eastern Hubei went down slightly.

2025-02-28 16:16:39

2025 is not only the acceptance time of the phased goal, but also the connecting year for basically building a strong socialist modernization country. With the continuous release of reform dividends and the precise implementation of macro-control policies, China's economy is expected to achieve a qualitative and effective improvement in the dynamic balance. For the cement industry, grasping the strategic opportunities of new urbanization and the construction of a strong transportation country and deepening the structural reform of the supply side will be the key to breaking the situation.

2025-02-25 11:42:31

At the end of the Spring Festival, the market is highly concerned about the trend of sand and gravel in the new year. 2024 is an indisputable year of sand and gravel shrinkage. Demand is fatigue, supply is excessive, sand and gravel prices continue to decline in depth, profits are reduced, and labor pains are difficult to stop. In the new year of 2025, will we continue to struggle in the cold winter or break the ice?

2025-02-21 10:48:43

In this context, cement enterprises are facing unprecedented pressure to survive, and the transformation and upgrading of the industry is imminent. Only through technological innovation, management optimization and business transformation, can we find new development opportunities in this industry transformation.

2025-02-18 10:40:02

In 2024, due to the downturn of real estate and the slowdown of infrastructure growth, the demand of domestic cement industry continued to shrink, the profits of the industry declined sharply, and enterprises generally faced the dilemma of overcapacity and intensified price war. In this context, leading enterprises such as Conch Cement, Jidong Cement and Huaxin Cement have listed overseas development as the core strategic direction in 2025.

2025-02-17 13:23:10

Cement enterprises actively open up supply and demand channels, for both sides, is a mutually beneficial and win-win move, but also the key to promote the steady development of the entire construction industry.

2025-02-14 09:30:57

In the new cycle, let us use the power of the summit to break the shackles of "involution", explore the way to break through, and work together to promote the cement industry towards a new journey of high-quality development. See you in Hangzhou!

2025-02-10 15:38:26

China Cement Network will hold the 14th China Cement Industry Summit and TOP100 Award Ceremony in Hangzhou on March 13-14, 2025, and the C50 Market Forum at the same time.

2025-02-10 09:15:28

The middle and lower reaches of the Yangtze River are the main demand market for sand and gravel aggregates, with a total annual demand of nearly 5 billion tons. Hubei is located in the middle reaches of the Yangtze River, with natural geographical advantages, while relying on the advantages of water transportation, the production of sand and gravel will be transported to the downstream Yangtze River Delta hot sand and gravel market.

2025-01-14 15:21:52

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. The market demand of Gansu, Qinghai and Ningxia continued to weaken, the shipments of most cement manufacturers dropped to a low point, and the overall price of cement remained stable.

2025-01-03 17:43:04

According to the China Cement Network Market Data Center, cement prices in the central and southern regions of Guangdong and northern Guangdong were lowered by about 20 yuan/ton this week, while the Pearl River Delta market was temporarily stable after falling. Cement prices in many places in Guangxi began to decline by 20-30 yuan/ton. Cement prices in the two lakes region are mainly stable, and cement prices in some areas have begun to pull back.

2025-01-03 17:39:32

According to the data center of China Cement Market, the cement market in southwest China is weak. In January, Chongqing continued to implement the policy of peak staggering and kiln shutdown for 25 days, which led to a decline in the inventory of enterprises in the region. Recently, some clinker production lines in Yunnan have been stopped at off-peak, and near the end of the year, leading enterprises intend to stabilize prices, and there is no significant change in the quotation of leading enterprises in many places in the week.

2025-01-03 17:36:40

Looking forward to 2025, we believe that the demand for cement will continue to decline under the background that the real estate has not yet stabilized and the infrastructure is limited, but the industry's awareness of "anti-involution" will continue to increase, coupled with the current good start, it is expected that the average price of cement will rise slightly, and the industry's profits will be restored to a certain extent.

2024-12-31 16:06:01

In this context, the 26th International Cement Technology and Equipment Exhibition will become an important platform to promote industry innovation, bringing together the world's top suppliers, displaying cutting-edge technology and equipment, and many conference activities will be carried out simultaneously during the exhibition, building a one-stop communication bridge for exhibitors and professional audiences, not only promoting domestic brands. It also helps overseas brands to enter China, thus building a more diversified and specialized global cement industry exchange platform.

2024-12-27 09:27:20

According to the total data, in 2024, the main business income of Industrial Enterprises above the scale of concrete and cement products industry is expected to reach about 1.3 trillion yuan, with a year-on-year decline of about 16%, and the total profit of the industry is expected to be about 32 billion yuan, with a year-on-year decline of more than 40%.

2024-12-23 09:46:32

According to the data center of China Cement Market, the price of cement market in Northeast China is stable in the off-season.

2024-12-20 17:48:30

According to the data center of China Cement Market, the overall cement price in Northwest China is mainly stable. At the beginning of the month, some major enterprises in Ningxia notified an increase of 100 yuan/ton in cement price. At present, most enterprises have not followed up. In addition, the market is in the traditional off-season, and there are basically no new orders, so there is no actual transaction.

2024-12-13 18:31:41

According to the China Cement Network Market Data Center, the price increase in the Pearl River Delta market in central and southern Guangdong has not been implemented, and the market in Guangxi has fallen steadily. Cement prices in some core markets in Hunan and Hubei have been adjusted back in the early stage, and are brewing to push up again in recent days.

2024-12-13 18:28:28

According to the China Cement Market Data Center, the southwest region of Sichuan is mixed; the demand performance in Chongqing is not good; the cement price in Kunming, Yunnan is pushed up by 50 yuan/ton, and the implementation remains to be observed.

2024-12-13 18:22:00

According to the data center of China Cement Market, under the influence of the arrival of winter and the decrease of temperature, the construction activities in the Northeast market are reduced and the market demand is low.

2024-12-06 17:33:46

Looking forward to the future, the basic trend of economic recovery and long-term improvement has not changed. China's huge market scale will continue to guarantee a relatively considerable demand for cement. Cement enterprises should enhance their confidence and confidence, meet every challenge with a positive attitude, and jointly promote the sustainable and healthy development of the industry.

2024-12-05 13:46:50

Since 2022, cement consumption has deviated from the growth trend of infrastructure investment. Through the analysis of infrastructure investment, this paper finds that the main reasons for this phenomenon are the financial constraints of local governments and the structural changes of investment flow. According to the existing data, before 2035, the average annual decline of cement demand in highway construction is about 2% -4%.

2024-11-28 09:18:37

"Flood is not blocked by dredging", peak staggering production has helped the cement industry to create brilliance, but also delayed the window period of the industry to capacity, so that the problem of overcapacity is becoming more and more serious. At present, all kinds of disadvantages accumulated in the industry, in the final analysis, are overcapacity, it is imperative to go to capacity, and the cement industry is also the time for strong men to break their wrists.

2024-11-27 10:25:41

According to the data center of China Cement Market, the price of cement in Northwest China is mainly stable. In the middle of November, the temperature in Gansu, Qinghai, Ningxia and Xinjiang has dropped significantly, the market demand in some areas has come to an end, the impact of price changes on the market is limited, and there is no significant change in the external quotation of leading enterprises this week.

2024-11-22 17:32:34

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

According to the data of the National Bureau of Statistics, the cement output from January to September in 2024 is 1326.7 million tons, with a year-on-year decrease of 10.7%; the industry expects that the profit of the whole industry in the first three quarters is only about 3.1 billion yuan, setting the worst record in decades. With the increasingly fierce competition among cement enterprises and the continuous decline of industry efficiency, how can enterprises adjust their development strategies, cross the industry cycle and usher in a new rise in performance? Only when you know yourself and your enemy can you fight a hundred battles with no danger of defeat. If we can accurately grasp the data of industry production and operation demand in real time, it will be the key factor for enterprises to achieve market breakthroughs.

2024-11-12 10:13:04

According to the data center of China Cement Market, the overall market demand in Northwest China has declined, some kilns have been shut down, and most prices are stable. For example, the cement market demand in Gansu is weak at present, especially in Lanzhou and its surrounding areas, the inventory of some manufacturers is not high.

2024-11-08 17:27:44

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

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