需求弱 出货差 价格跌 水泥市场竞争激烈!

2023-06-04 13:12:23

后市预测:需求延续弱势,库存高位承压,预计下周水泥价格仍将下跌,但跌幅或有收窄。

6月前后全国市场需求仍较疲弱,企业出货较差,市场竞争激烈,水泥价格延续跌势,或受前期跌幅较深影响,本周价格跌幅有所收窄;

南方地区雨水天气仍多,需求表现清淡;北方部分地区受错峰支撑价格稍强,但整体平稳。

本周全国熟料价格指数(CLKPI)报收136.39点,环比上周下跌2.37%。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

江苏地区市场需求表现一般,企业出货量偏弱,苏锡常及徐州等地下调水泥价格5-10元/吨,苏中扬州、泰州等地下调10-20元/吨;

浙江地区市场需求相对平稳,受原材料及外围市场价格继续下调影响,月初沿海宁温台下调水泥价格10元/吨左右;

间接性雨水天气影响,安徽沿江地区市场需求仍不理想,27日起芜湖、铜陵、池州等地下调水泥价格10-20元/吨;

福建地区需求依旧表现清淡,企业发货在4-6成,月初前后福州、宁德等地下调10-15元/吨;

山东地区阴雨天气影响,加之社会资金紧张,工地开工情况都不理想,月初前后多地水泥价格下滑10-30元/吨;

江西地区阴雨天气较多,市场需求疲软,5月26日-31日赣西新余、宜春、萍乡等地下调水泥价格30元/吨。

中南地区

雨水天气影响,两湖地区需求表现清淡,5月底6月初湖北武汉及鄂东黄石、黄冈、鄂州等地下调水泥价格10元/吨左右;

湖南娄底地区自5月中旬下调水泥价格30元/吨后,5月底继续下调水泥价格10-20元/吨;

广东地区市场需求表现一般,加之外来低价水泥冲击,5月28日前后继续下调散装水泥价格20-30元/吨,粤北地区同步下调散装水泥价格20元/吨;

广西地区市场需求疲软,企业出货基本在5-6成,5月底柳州、来宾、河池等地区下调水泥价格10-20元/吨,主流降幅在20元/吨;

市场需求持续低迷,库存普遍高位运行,6月1-2日河南郑州、新乡、平顶山、焦作等地成交价格下滑10-20元/吨。

西南地区

四川泸州、宜宾地区雨水天气较多,加之资金紧张等因素,工地开工率不足,近日两地下调水泥价格20-30元/吨;

近期重庆雨水天气频繁,一些搅拌站及工地开工受阻,市场需求偏弱,水泥价格较上周暂无明显变化;

云贵地区市场需求依旧低迷,一些企业出货不足常态一半,5月下旬大理、丽江地区下调水泥价格30-50元/吨;

持续阴雨天气,贵州市场需求较差,5月下旬贵阳、安顺地区小幅下调水泥价格10-20元/吨。

东北地区

辽宁地区整体行情继续向下,辽中地区停窑结束后实际成交价走低10-20元/吨;

黑龙江、吉林报价虽高,但实际成交价并不同步,哈尔滨地区水泥价格松动下滑20-30元/吨;

长春地区大厂受一些重点项目支撑,出货有所起色,价格维持稳定。

西北地区

5月16日起甘肃地区错峰停窑15到30天,5月26日至30日临夏、甘南、兰州、白银、平凉上调水泥价格20元/吨,市场需求小幅下滑,落实有待继续跟踪;

青海西宁地区工程项目施工情况较好,企业出货量稳步上升,6月1日上调水泥价格30元/吨左右,具体落实情况待观望;

5月31日新疆伊犁地区上调水泥价格50-60元/吨,其余同业预计近日同步跟涨;

5月中旬宁夏推涨后行情暂稳,但一些订单成交价格仍在涨前水平,陕西地区水泥价格大稳小动。

华北地区

河北市场需求疲软,近期石家庄、保定等地市场成交价小幅松动下滑,整体大稳小动;

内蒙古赤峰地区市场需求低迷,加之外来低价水泥冲击,5月底以来水泥价格继续下滑30元/吨左右,部分报价跌破300元/吨;

受环保投入持续加大、能耗双控及错峰生产等因素影响,5月28日起山西大同、朔州上调水泥价格50元/吨左右,市场需求疲软,实际落实幅度在30元/吨左右;

京津地区水泥价格本周价格暂稳。

后市预测:需求延续弱势,库存高位承压,预计下周水泥价格仍将下跌,但跌幅或有收窄。

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Correlation

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 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

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

According to China Cement Market Data Center, the demand in Sichuan and Chongqing in Southwest China has improved, and the cement price has been steadily promoted; the price increase in Yunnan and Guizhou may be blocked. It is understood that the fourth quarter of Yunnan plans to implement peak staggering production for 51-60 days, affected by the policy, the output of enterprises in the region has declined, and the inventory has declined slightly.

2024-10-18 17:38:28

According to the data center of China Cement Market, cement prices in many places in East China continue to rise, and prices in some areas show signs of falling, and the specific situation needs to be tracked. For example, cement prices in Jiangxi are basically stable this week. Since the 8th, all parts of Jiangxi have been notified to push up the cement price by 20-30 yuan/ton. At present, the market is generally in a stable state after the price increase, and the price has not fluctuated significantly.

2024-10-18 17:33:36

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

According to China Cement Market Data Center, cement prices in central and southern Guangdong, western Guangdong and the Pearl River Delta region will be raised by 20-30 yuan/ton this week, and cement prices in Guangxi will also be raised. The Hubei region continued to push up 30-50 yuan/ton, the overall market in Hunan was stable and small, and the Yueyang region was notified to rise.

2024-10-12 17:23:19

Limited improvement in demand in October, coupled with excessive price increases in some areas around the National Day, it is difficult to maintain the follow-up, and it is expected that cement prices will show a slightly stronger trend in October.

2024-10-12 09:57:40

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

According to the China Cement Network Market Data Center news, the implementation of cement prices in the Pearl River Delta region of Guangdong in the central and southern regions is general, while the Guangxi region is stable and declining. Eastern Hubei and other regions plan to push up the price of cement by 30 yuan/ton again. Driven by the price increase in eastern Hubei, individual market prices in Hunan have been notified to rise again.

2024-09-27 16:48:15

The price of raw material cement in many places in southwest China continues to rise, or will affect the price of concrete..

2024-09-27 15:42:03

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

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

The price of raw material cement in Chongqing and Sichuan continues to rise, and the price of concrete may rise slightly..

2024-09-20 15:11:23

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

The price of raw materials in the Yangtze River Delta region of East China has been rising, and the price of concrete is weak and stable.

2024-09-06 12:01:33

On September 1, some leading enterprises in Guangxi notified many places to reduce the price of cement by about 20-30 yuan/ton.

2024-09-02 15:30:59

Most regions in China are affected by capital factors, lack of construction increment downstream, no improvement in concrete market demand, and downward pressure on local quotations. From August 22 to August 28, the national concrete price index closed at 113.68 points, down 0.42% annually and 11.12% year-on-year.

2024-08-30 17:31:27

Affected by the environment in East China, demand has not improved, and prices in some areas have fallen this week.

2024-08-23 17:17:05

Due to the rainy weather in Zhejiang, the market demand is general, and the shipment volume is about 6-7%. In order to promote sales, some manufacturers reduce the price of cement, and try to push up the price to enhance market confidence, but the actual implementation remains to be observed. The overall market demand in Jiangsu has not improved significantly, with shipments hovering at 4-6% of normal production capacity. Manufacturers in southern Jiangsu have reduced prices for promotion, while the markets in northern and central Jiangsu are expected to face a downward trend.

2024-08-16 16:37:36

According to China Cement Network Market Data Center, the market demand in southwest Sichuan and Chongqing continued to be weak, cement prices in some regions fell by 10-20 yuan/ton, and Yunnan-Guizhou region was mixed. The market demand continued to be weak due to the high temperature off-season in Sichuan and Chongqing, and some enterprises in Sichuan lowered the cement price to increase the shipment volume, while the original plan to raise the price in Chengdu was not implemented. The demand for cement in Chongqing is declining and the price is stable. Rainy weather in Yunnan is frequent, market demand is low, and prices in some areas have fallen after pushing up. Cement prices in Guizhou are generally stable.

2024-08-09 17:19:44

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

Due to the continuous high temperature weather in Jiangsu and Zhejiang, the demand of construction industry has weakened, resulting in a general decline in cement sales, and the price of cement in some areas has dropped by 20-35 yuan/ton, among which Yangzhou, Taizhou, Huaian, Nanjing, Zhenjiang and other places in Jiangsu have been greatly affected. Due to the high temperature weather in Anhui, the construction site slowed down, the demand was weak, and the cement price in Ma'anshan, Chuzhou, Hefei and other areas was reduced by 10-20 yuan/ton. Cement prices in Zaozhuang, Linyi, Jining, Tai'an and other places fell by 10-30 yuan/ton due to cloudy weather and the resumption of clinker production in Shandong.

2024-08-09 16:18:24

According to China Cement Market Data Center, the demand and sales in southwest China are sluggish, cement prices in Sichuan and Chongqing continue to fall, and some regions have fallen back to the level before the price increase in June. Some markets in the surrounding Yunnan-Guizhou region are still pushing up in the week, and the implementation remains to be observed.

2024-08-02 17:25:15

According to the China Cement Network Market Data Center, the price of cement in the Pearl River Delta region of Guangdong in central and southern China has recovered by 10-15 yuan/ton, and the quotation in Guangxi is temporarily stable. Prices in some areas of the two lakes have fallen in the early stage, and the overall market is mainly stable this week.

2024-08-02 17:16:26

According to the cement network market data center news, Ningxia prices continue to decline; Shaanxi region recently due to the contradiction between supply and demand and price competition led to a larger price reduction.

2024-08-02 16:39:35

According to the data center of China Cement Market, due to the low ex-factory prices in various regions, some regions began to resume pricing this week.

2024-08-02 16:30:32

In order to reduce inventory pressure, cement prices showed signs of a slight decline.

2024-07-26 15:37:00

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 China Cement Market Data Center, the actual turnover of cement in Guangdong and Guangxi local markets fell slightly by 10-20 yuan/ton this week, but the overall quotation of large factories stabilized. Cement prices in many places in the two lakes have fallen back to the level before the rise.

2024-07-19 17:14:59

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

According to the data center of China Cement Market, the price of cement in Guangdong and Guangxi markets has been stable this week, and the price in Hainan has fallen sharply. Prices in Hubei are mainly stable, while prices in Changsha-Zhuzhou-Xiangtan are falling.

2024-07-12 17:23:24

According to the data center of China Cement Market, the southwest region has been frequently attacked by rain recently, which has hindered the construction of some construction sites and led to a decline in market demand and sales. Cement prices in some areas fell during the week, and the overall market showed a weak downward trend.

2024-07-05 17:18:44

According to the data center of China Cement Market, the price of cement in Guangdong and Guangxi markets has been stable after rising in the week. At present, the overall price of the two lakes region is mainly stable, and there is a decline in some areas.

2024-07-05 17:16:30

The terminal market demand is bleak, and the concrete price is weak and stable.

2024-07-05 16:46:41

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-07-05 16:08:54

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

Demand is weak, concrete market is stable and falling..

2024-06-28 16:46:54

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-06-28 15:27:41

Following the increase of cement price by 50 yuan/ton at the end of May, leading enterprises in Dali and Lijiang areas of Yunnan continued to notify the increase of cement price by 50 yuan/ton from June 25.

2024-06-26 16:51:15

According to the cement network market data center news, cement production costs continue to rise, the southwest part of the market cement price notice increased by 30-50 yuan/ton, the implementation remains to be observed.

2024-06-21 16:16:33

According to the cement network market data center news, this week, cement prices in Guangxi have stabilized after rising, and the actual implementation range in Guangdong and Hainan has narrowed.

2024-06-21 16:03:50

According to China Cement Network Market Data Center, after entering the Meiyu season, with the continuous rainfall causing many construction sites to be blocked, the demand for cement has decreased significantly, the market has entered a downturn, and cement prices in many places have fallen this week.

2024-06-21 15:20:15

Affected by continuous rainfall, the price of concrete is weak.

2024-06-21 14:50:11

According to the China Cement Network Market Data Center, the price of cement in some markets in Sichuan and Chongqing has been raised by 50-130 yuan/ton, which is a large increase, and the actual implementation remains to be observed.

2024-06-14 20:06:50