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

According to the data center of China Cement Network, the price of cement in central and southern Zhejiang has dropped by about 20 yuan/ton, the scope of price reduction in the Yangtze River Delta market has expanded, and the overall market price has changed from dark to bright around the end of the month.

2025-04-25 16:53:38

As the cement industry enters the peak season, the investment in infrastructure construction and the construction progress of key projects are accelerating, and some mixing stations will also increase the purchase of cement to cope with the upcoming peak season of cement, which will become the main driving force for cement demand. The further downward space of cement prices is limited, and it is expected that the cement market prices in the province will stop falling and stabilize in April.

2025-04-21 10:00:44

Cement prices in Henan and the Pearl River Delta region of Guangdong fell after rising this week, while the rest of the market was temporarily stable, according to the China Cement Market Data Center.

2025-04-18 17:05:19

According to the China Cement Network Market Data Center news, inventory has rebounded slightly, coupled with the impact of low prices of some enterprises, cement prices in many markets in the Yangtze River Delta in East China have fallen steadily. Cement prices in Fujian fell slightly by about 10 yuan/ton.

2025-04-18 16:51:01

On April 18, the National Cement Price Index (CEMPI) closed at 125.83 points, down 0.24% annually and up 16.43% year-on-year.

2025-04-18 15:09:05

According to the China Cement Network Market Data Center news, cement prices in the two lakes region have been fully withdrawn after the recent rise, and cement prices in Guangdong and Guangxi have been stable and small as a whole.

2025-04-14 15:14:00

According to the China Cement Network Market Data Center, cement prices in the Yangtze River Delta region of East China have stabilized after rising as a whole, and local markets may rise or fall slightly. Northeast Jiangxi continues to raise the price of cement by 30 yuan/ton.

2025-04-14 14:57:02

According to China Cement Market Data Center, cement prices in the Pearl River Delta and western Guangdong continued to rise by 20-30 yuan/ton, and Guangxi continued to implement after the rise. The price of cement in many places in the two lakes has risen by about 30 yuan/ton.

2025-04-07 15:42:49

From the end of March to the beginning of April, cement prices in Jiangsu, Zhejiang, Shanghai, Anhui and other places in the Yangtze River Delta rose again by 20-30 yuan/ton, and the implementation remains to be observed.

2025-04-07 15:26:20

According to China Cement Market Data Center, cement prices in Northeast China continue to decline, while cement prices in Liaozhong continue to fall sharply. Under the background of unsolved inventory pressure and weak demand, the short-term market will remain weak.

2025-04-07 14:44:42

To sum up, the cement market demand continued to improve in April, but the supply pressure increased synchronously, and the cement price is expected to remain volatile.

2025-04-07 09:30:55

North China market supply and demand is weak, price callback transaction is light..

2025-04-03 17:07:31

The concrete market in East China has risen slightly.

2025-04-03 16:36:12

According to the China Cement Network Market Data Center news, the price of cement in Guangxi started the second round of 20 yuan/ton increase, and the price in Guangdong was mixed. The price of cement in many places in the two lakes has risen by about 30 yuan/ton.

2025-03-31 15:04:34

According to China Cement Market Data Center, the Yangtze River Delta region in East China is planning to continue to push up cement prices by 20-30 yuan/ton around the end of the month, and the implementation is to be tracked. The implementation in Shandong is not good enough, and some of them have fallen back to the level before the rise.

2025-03-31 14:52:47

Since the 30th, major manufacturers in central and southern Jiangsu have continued to raise the price of bulk cement by 20 yuan/ton.

2025-03-31 13:32:44

North China market supply and demand are both weak, prices are weak and stable, and transactions are light..

2025-03-28 16:28:57

In the near future, the downstream start-up has gradually increased, coupled with the better shutdown of kilns by enterprises, and the national price has continued to rise.

2025-03-25 09:32:19

Since the 24th, some major enterprises in many places in Guangxi have continued to raise the price of cement by about 20 yuan/ton. Some markets are still in the wait-and-see stage, and the implementation of this round of price increase remains to be observed.

2025-03-24 17:02:50

According to China Cement Market Data Center, cement prices in the Yangtze River Delta region of East China have stabilized after rising as a whole, and cement prices in Fujian are brewing to continue to rise. The implementation in Shandong is not good enough, and some of them have fallen back to the level before the rise.

2025-03-24 14:57:35

According to the China Cement Network Market Data Center news, last week, Guangdong Pearl River Delta, Western Guangdong and Hainan and other market notifications rose 20-30 yuan/ton, Guangxi region rose after the temporary stable operation. Last week, cement prices in the two lakes region were temporarily stable, and some regions in eastern Hubei began to notice a rise.

2025-03-24 14:33:03

According to China Cement Market Data Center, cement prices in central and southern Guangdong, Pearl River Delta and western Guangdong have narrowed compared with the notification range, while market quotations in Guangxi have not changed significantly. At present, there has been a callback in Hunan's previous price increase area, and there has been no major change in Hubei.

2025-03-07 17:36:55

China Cement Network Market Link shows that since March, the domestic cement market has continued to rise, and the price of cement and clinker has been raised in the three eastern provinces, Yangtze River Delta and Hebei.

2025-03-05 15:00:24

Since March 5, some major manufacturers along the Yangtze River in Anhui have again notified an increase in the price of clinker by about 20 yuan/ton.

2025-03-05 10:57:07

Overall, the contradiction between supply and demand in the domestic concrete market is still prominent in March, but with the strengthening of cost support, it is expected that the actual transaction focus will gradually stabilize.

2025-03-05 09:19:59

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

Despite the strong willingness of enterprises to raise prices, the recovery of market demand is relatively slow, and in some areas, even due to problems such as capital repayment, the construction site start-up rate is low, and the actual implementation remains to be further observed.

2025-02-26 09:27:50

According to China Cement Market Data Center, cement prices in the Pearl River Delta region of Guangdong in central and southern China have continued to fall by 10-20 yuan/ton in recent days. It is expected that the price of enterprises will rise by 30 yuan in a few days, and the market in Guangxi will be weak and stable. Demand recovered slowly, and the price of cement in the two lakes area dropped by 10-20 yuan/ton.

2025-02-21 17:26:13

Recently, cement transaction prices of some major enterprises in the Pearl River Delta region have declined by about 10-20 yuan/ton.

2025-02-18 15:31:18

According to the information from China Cement Market Data Center, the price of cement in the main city of Chongqing and the west of Chongqing in the southwest region has recovered by 50 yuan/ton, and the implementation remains to be observed; the cement market in the southwest region is weak.

2025-02-14 17:21:13

According to China Cement Network Market Data Center, some enterprises in the Pearl River Delta region of Guangdong in central and southern China tried to push up the price of cement by 30 yuan/ton this week, and the implementation remains to be observed. After the cement prices in various markets in Guangxi have declined to varying degrees, the market has gradually stabilized. The market of the two lakes has not changed much this week, and prices are mainly stable.

2025-01-17 17:39:15

Near the Spring Festival travel rush, and the temperature dropped significantly, most construction sites and mixing stations in Jiangsu have been shut down one after another, the demand for seasonal decline, coupled with the continuous decline in raw material cement prices. Affected by this, it is expected that the concrete market will continue to decline. In Shanghai, the market demand declined. In addition, the price of raw materials has fallen, and the market is mainly weak and stable. This week, the overall market demand in Zhejiang has not changed much, and the overall market price is mainly stable.

2025-01-13 13:06:22

Recently, the shutdown of construction sites in various parts of the country has increased, the market demand has further declined, and the cost has supported the fatigue, so the price of concrete has weakened. From January 2 to January 8, the national concrete price index closed at 109.20 points, down 1.97% annually and 12.34% year-on-year.

2025-01-10 18:24:51

According to the China Cement Market Data Center, the prices of some enterprises in the Pearl River Delta region in the central and southern regions have continued to decline by 10-20 yuan recently, but the leading enterprises plan to try to raise prices around the 12th; cement prices in most parts of Guangxi have fallen. Cement prices in many places in Hunan have begun to drop by about 20-30 yuan/ton, while the market in Hubei has not changed much, mainly to stabilize prices.

2025-01-10 17:15:41

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

Around the 28th, some major manufacturers in Nanjing continued to lower the price of high-standard cement by about 15 yuan/ton.

2024-12-30 16:43:48

According to the China Cement Network Market Data Center, cement prices in the central and southern regions of Guangdong and Guangxi have generally declined this week, and cement prices in the two lakes regions are mainly stable. Recently, the temperature in Henan has dropped significantly, the main core market is affected by heavy pollution weather, the construction progress is limited, the market demand is weak, coupled with the poor implementation of some enterprises, the market competition is intensified.

2024-12-27 17:17:01

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 Network Market Data Center, cement prices in the Pearl River Delta of Guangdong in central and southern China rose after falling, while Guangxi remained stable and small. There is a slight loosening in eastern Hubei, and there is no big change in Hunan this week.

2024-12-06 17:44:35

According to the information from China Cement Market Data Center, the demand in Northwest China is weak, the demand in Guanzhong of Shaanxi has reached the peak, but the enterprises have stabilized the price to support the market, and the pressure of dark drop is looming; the price depression in Ningxia continues to impact the market in Gansu and Shaanxi; the situation of maintaining stability in Xinjiang is remarkable.