需求持续走弱 全国水泥价格再度下滑!

2023-05-28 10:24:11

多地雨水天气增多,需求持续转弱,预计下周水泥价格仍将延续弱势运行态势。

本周五,全国水泥价格指数(CEMPI)报收127.76点,环比下跌1.98%,同比下跌21.29%;

五月下旬全国市场需求没有好转,企业出货量偏低,库存持续走高,市场竞争愈发激烈,全国水泥价格继续下行;

南方地区雨水天气增多,市场需求低迷,企业销售压力增大;北方地区市场成交一般,整体偏弱运行。

本周全国熟料价格指数(CLKPI)报收139.7点,环比上周下跌3.05%。本周熟料价格降幅较大。

图1:水泥价格指数走势(点)

数据来源:水泥大数据(https://data.ccement.com/)

图2:熟料价格指数走势(点)

数据来源:水泥大数据(https://data.ccement.com/)

具体而言:

华东地区

上海地区市场需求一般,加之外来水泥价格持续下跌,22日下调散装水泥价格20元/吨左右;

间接性雨水天气影响,江苏地区市场需求依旧偏弱,企业出货量有所减少,20-26日多地大面积下调水泥价格10-35元/吨不等;

浙江地区市场需求弱稳运行,企业出货量一般,周内水泥价格暂无明显波动;

安徽地区市场需求仍未见好转,企业出货不温不火,20-26日马鞍山以及皖北淮南、阜阳、蚌埠等地下调水泥价格20-35元/吨

福建地区市场需求持续低迷,企业库存普遍高位运行,福州、龙岩及闽南厦泉漳等地水泥价格小幅下滑10-20元/吨

错峰无力,20-24日前后山东济宁、枣庄、淄博等地水泥价格下行10-20元/吨

雨水天气较多,市场供需双弱,加之外围低价水泥冲击,九江地区自上旬以来两轮下调水泥价格,累计下调20-30元/吨,部分市场降幅较大。

华北地区

河北张家口地区市场需求偏弱,企业出货量低迷,水泥价格下滑20-30元/吨,24日邢台地区推涨水泥价格20元/吨左右,落实有待观察;

京津地区水泥价格保持低位稳定;25日山西地区开启错峰20天,部分企业有意推动上调水泥价格,执行情况有待观望。

中南地区

阴雨天气影响,两湖地区市场需求表现疲弱,湖南长株潭及岳阳地区下调水泥价格10-20元/吨,湖北武汉及鄂东地区前期水泥价格持续下跌后,本周价格暂无明显变动;

两广地区雨水天气增多,工地及搅拌站等开工率不足,企业出货较差,中下旬广东粤西、珠三角陆续下调水泥价格20-30元/吨,粤东散装水泥价格月内累计下调45-50元/吨

河南整体市场需求疲软,企业库存压力较大,市场竞争激烈,多地水泥价格下探10-20元/吨

西南地区

持续阴雨天气影响,川渝市场需求低迷,重庆主城及渝西区域继续小幅下调水泥价格10元/吨,中下旬以来四川广元、巴中、广安、南充等地下调水泥价格20-30元/吨

贵州地区市场需求销量较上周变化不大,黔中局部市场水泥价格暗中走低10-20元/吨

云南玉溪、昆明地区市场需求持续低迷,周内部分企业小幅下调水泥价格10-20元/吨,大理地区月内累计降幅达百元每吨左右。

西北地区

受错峰带动,26日起甘肃临夏、甘南地区上调散装水泥价格20元/吨左右,具体落实有待观望;

错峰利好,17日起宁夏地区上调水泥价格50元/吨,实际主流落实幅度在30元/吨左右,目前仍在积极推进落实中;

陕西地区需求平淡,4月中下旬以来延安地区水泥价格松动下滑20元/吨

青海地区虽然重点工程启动较好,但整体行情一般;新疆地区水泥价格暂无明显变动。

东北地区

辽宁大连本地市场需求仍未见好转,加之船运外发减少,5月以来水泥价格下浮20-30元/吨,辽中地区市场需求不足,前期停窑推涨价格基本宣告失败,实际成交价未变;黑吉地区水泥价格暂稳运行。

后市预测:多地雨水天气增多,需求持续转弱,预计下周水泥价格仍将延续弱势运行态势。

关注:中国水泥网将于2023年7月6-7日,在重庆举行重庆水泥

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Correlation

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Adani is also a big man in the Indian cement industry and is the second largest cement producer in India. He entered the industry in 2022 with the acquisition of Holcim's cement business in India, which acquired about 70 million tons of cement per year for $10.5 billion. Adani plans to expand its annual cement production capacity to 140 million tons by 2028. Adani has previously invested $1.6 billion to acquire Sanchi Cement and Penna Cement, and is expected to acquire an additional 21 million tons of production capacity.