安徽水泥市场“四面楚歌” 长江流域价格战已经打响?

2023-06-05 09:14:56

安徽水泥市场可谓是“四面楚歌”。

进入二季度以来,安徽地区水泥价格已经过多轮下调。近日,中国水泥网调研安徽市场了解到,安徽沿江地区的水泥出厂价目前普遍在每吨二百五六十元左右。

“安徽水泥市场现在是腹背受敌!”安徽沿江一水泥企业感慨道。

上述沿江水泥企业一负责人表示,该企业生产的水泥仅有10%左右会用于安徽本地市场,大部分水泥都流向了下游的上海、浙江等地。因此,安徽沿江的水泥价格受到长江下游水泥企业的极大牵制。

“下游的部分企业把水泥价格定到每吨二百五十元左右,我们不得不降价。”该沿江水泥企业负责人表示,江浙一带的水泥企业距目标市场近,在运输成本上占据优势;而上游湖北等地的水泥企业又具有生产成本低的优势,安徽水泥企业“腹背受敌”,夹在中间被迫降价。

除此之外,近日山东也有低价水泥打入皖北市场,本来处于高位的皖北水泥价格也受到了不小冲击。据中国水泥网行情数据中心消息,近期安徽北部地区的水泥价格普遍产生了20-35元/吨的下浮。

价格上的激烈竞争反映出的是需求的羸弱。

安徽一季度水泥需求比较旺盛,主要是由于疫情管控放松再加上年初复工产生的赶工期引发的,且当时大部分企业都在停窑检修,水泥需求一度“火热”;

然而三月下旬,各水泥企业结束停窑恢复生产,赶工项目基本完工且没有新项目动工,突然大量增加的产能和陡然转冷的需求激烈“摩擦”致使安徽水泥价格震荡下跌。

“房地产占到需求的50%,但是没有工程动工。今年上半年的销量还比不过去年,创下了历史新低,下半年恐怕希望渺茫。”安徽芜湖一水泥企业负责人说道。

由于需求过差,当前安徽许多企业不堪高库存的压力而进行自主停窑调整。

马鞍山一水泥企业负责人认为,造成当前产需矛盾激烈的一个重要原因便是产能置换政策。许多早应该被淘汰掉的多余、落后产能,置换后新建的生产线反而实际产能大大增加,这无疑是加重了早已产能过剩的水泥行业的负担。

成本方面,近期煤炭价格下滑对于水泥企业来说似乎是个好消息,但事实并非如此。更低的煤炭价格并没有为水泥企业带来更多的利润,反而为水泥造就了更多的降价空间。

煤炭价格尚在每吨一千元左右时,安徽大多数企业还能将水泥价格维持在每吨三百元以上。据中国水泥网了解,当前安徽某些企业使用的煤炭价格每吨已不到八百元,其水泥价格也跌破了每吨三百元这层“窗户纸”。

上述芜湖水泥企业负责人认为,目前看来,煤炭价格还有下降的可能,水泥价格仍然有下降空间。

疫情的负面影响已经不复存在,销量却创下新低;需求过差导致被迫停窑,产量也普遍下滑;水泥价格过低、利润空间小,企业效益大打折扣……安徽水泥市场可谓是“四面楚歌”。

六月是各企业进行年中总结的时间。今年上半年,安徽大部分水泥企业处于“要销量没销量、要产量没产量、要利润没利润”的尴尬境地,下半年各企业的经营方略应该会做出重大调整。惨淡的行情下,争市场份额可能会成为不同企业的相同选择。

上述安徽沿江水泥企业负责人表示,现在长江沿江地区的价格战可以说是已经打响,下半年恐怕会变本加厉。

在水泥行业的竞争中,降低成本的重要性不言而喻。水泥企业通常在能耗等方面节约成本,然而经过多年的发展,水泥熟料生产线的节能技术已经十分成熟,量变再难引起质变,而“大势所趋”的替代燃料也存在着没有形成完整供应链的致命缺陷。

“大企业还好,小企业在节能技改等方面投入偏少。现在行情不好,小企业收益差,就更不愿进行投入,就陷入了越不投入、越不挣钱的恶性循环。”上述芜湖水泥企业负责人表示,小企业在惨烈的价格战中很难生存下去。

恶性竞争不会产生赢家。安徽多家水泥企业呼吁,加强行业自律是重中之重。各企业要认清行业利益大于企业利益、企业利益蕴含在行业利益之中的道理,切忌“鼠目寸光”。

一安徽水泥行业业内人士认为,要想改善水泥行业的供需问题,就要认识到需求的羸弱已经不能改变,那么就应当从控制供给中下功夫。错峰生产绝对不能厚此薄彼,要严格做到“一刀切”,并且错峰生产不能够各地区各省份独立进行,相关的区域市场要有协同性。

“最有效的方式就是将水泥行业纳入碳交易体系。”该业内人士表示,通过产能大小核定碳排放指标,超出指标后企业必须停产或者从其他企业购买相应指标。

合理制订碳排放指标分配方案,碳排放的计量、核算及碳交易规则,形成科学规范兼顾公平和效率的的碳管理、碳交易政策和机制能够有效改善水泥行业产能过剩问题,更能激励水泥企业开展节能降碳改造,推动行业高质量发展。

中国水泥网将于2023年7月6-7日,在重庆举行“2023中国水泥节能与新能源发展大会”, 从节能改造,光伏、储能等技术应用,绿电、替代燃料替代传统能源转型等方面出发,共同探讨水泥行业节能降耗新途径。  

会后将参观东方希望重庆水泥

All can be viewed after purchase
Correlation

The weather is fine, the demand has recovered slightly, and the price of concrete is stable.

2024-11-08 15:25:26

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

For companies like Conch Cement, the next step in entering the national carbon market is to reduce carbon emissions, which means that more carbon quotas can be sold in the carbon emissions trading market and get economic incentives.

2024-11-05 09:51:49

At the meeting, Yan Haochun brought the theme report "Dream of Blue Sky: Exploring the Green Footprint of Cement Industry in the Context of Carbon Market". She pointed out that the cement industry faced the risk of rising costs in the context of the carbon market.

2024-11-01 16:10:56

Prices in some parts of East China have been raised this week, but the overall price has been stable.

2024-11-01 15:14:55

Recently, the domestic temperature has dropped, local demand has dropped compared with the previous period, and the price of concrete market is mainly in a narrow range. From October 24 to October 30, the national concrete price index closed at 112.12 points, down 0.02% annually and 10.33% year-on-year.

2024-11-01 01:06:33

In this journey of green transformation, the cement industry is firmly moving towards a low-carbon future, from technological innovation to management optimization, from the application of clean energy to the promotion of alternative fuels, each initiative is depicting a new journey for the industry. Let us work hand in hand to lead the wave of emission reduction with innovation, fulfill the green mission with practical actions, write a brilliant chapter of green and low-carbon development of the cement industry, and contribute to the construction of a beautiful earth.

2024-10-31 09:43:57

The Implementation Measures adhere to systematic thinking and problem orientation, encourage the advanced and eliminate the backward, implement differentiated policies for different regions and varieties, optimize the industrial layout, and enhance the green and low-carbon level.

2024-10-31 09:15:54

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

Li Jian suggested that from the perspective of overall planning of ultra-low emission and pollution reduction and carbon reduction transformation, through multi-dimensional analysis, overall planning of the whole process, diagnosis of all factors, optimization of the whole process, intelligent control and digital management and control, the optimal fit point of carbon emission reduction under ultra-low emission should be explored.

2024-10-30 16:20:00

Based on the market situation of the cement industry and the demand for high-quality and low-carbon development of Conch Cement, Conch will strengthen the research and development of technologies such as energy saving and carbon reduction, green environmental protection, clean energy and low-carbon cement. The main research directions of Conch's scientific and technological innovation in the future are as follows: 1. Research and development project of raw material and fuel substitution in the cement industry; 2. Research and development project of cement clinker quality improvement; 3. Energy-saving and carbon-reducing technical equipment R & D project; 4. Clean and green energy R & D and manufacturing project; 5. Future carbon technology industry exploration project.

2024-10-29 16:34:25

Looking forward to the future, we still need to continue our efforts in breaking through the existing clinker system, innovating the design of new low-carbon clinker (new clinker), breaking through the time lag and multi-scale barriers, building a digital system without "gap" in the whole process, maximizing the value of data, and supporting low-carbon in the whole process (time-sharing power consumption, coal consumption, low-carbon ratio, etc.).

2024-10-29 14:07:23

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

On October 24, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was held in Wuhu, Anhui Province. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Materials Co., Ltd., Li Jian, Associate Researcher of Chinese Academy of Environmental Sciences, Fan Yueming, Professor of South China University of Technology, Zhuge Wenda, Chairman of Leishan Cement Co., Ltd., Century Xinfeng, Hubei, Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center.

2024-10-24 16:55:38

According to the statistics of China Cement Network, the annual carbon emissions of the cement industry exceed 1.2 billion tons of standard coal, second only to the power and steel industries, including more than 100 cement enterprise groups with annual carbon emissions exceeding one million tons. In the next stage, with the establishment of the carbon trading market, the cement industry will face unprecedented opportunities and challenges. The introduction of carbon trading mechanism will encourage enterprises to take the initiative to reduce emissions, transform the cost of carbon emissions into economic benefits, and promote the industry to develop in a more environmentally friendly and efficient direction. "Double carbon" is not only a responsibility, but also a cost and benefit.

2024-10-24 09:22:35

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

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

The mobilization meeting for the fourth batch of major projects in Anhui was held in Hefei this morning. The fourth batch of mobilization projects totaled 551, with a total investment of 426.81 billion yuan and an annual planned investment of 42.61 billion yuan. There are 22 projects with more than 3 billion yuan. Among them, there are 15 projects with more than 5 billion yuan.

2024-10-12 10:14:09

The ultra-low emission transformation of cement industry should be carried out from the perspective of the whole process. According to the characteristics of production and pollutant emission, enterprises should carry out all-factor and all-round upgrading and transformation of organized emission, unorganized emission, material and product transportation, monitoring and control, environmental management, pollution reduction and carbon reduction, each of which is very important.

2024-10-09 10:17:40

Since this year, the competition for share among cement enterprises in the market along the Yangtze River has intensified, resulting in a sustained downturn in cement prices, even falling below 200 yuan/ton, and serious losses for regional enterprises. According to market news, from September 27, the price of clinker along the Yangtze River Delta will rise, and from September 28, the price of cement will follow up. In order to implement the national call of "strengthening industry self-discipline, preventing" involution "vicious competition" and "promoting the normalization of peak staggering and production restriction", enterprises along the Yangtze River plan to spare no effort to maintain the industry ecology, increase peak staggering production and strive for reasonable profits of the industry. The specific measures are planned from September 27 to October 31.

2024-09-29 09:55:01

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

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

Affected by typhoon weather, demand is weakening, and concrete prices are mainly stable.

2024-09-20 16:46:57

All regions of China's cement industry will enter the new normal in which the production days are less than days of kiln shutdown. The industry should assess the market demand, reasonably determine the production time, and achieve a balance between production and marketing. It is suggested that the relevant departments of the state should implement the anti-involution measures to the production days of the traditional industries in different regions, and adjust the production days according to the real market price, that is, when the market price breaks through the price ceiling, the production days should be increased appropriately, and when the market price breaks through the price floor, the production days should be reduced appropriately, so as to achieve the relative stability of the market price.

2024-09-19 17:31:23

Looking forward to the future, Anhui Province will implement the special action of upgrading the energy level of the comprehensive hub to create a strategic link of domestic and international double circulation. It is mainly to build a comprehensive transportation hub city with Hefei, Wuhu and Bengbu as the core and linkage support, to build an airport system of "two wings flying together" for civil and general airports, to build a coordinated and efficient port group of "two hubs and one center", and to vigorously develop low-altitude economy and port-vicinity economy.

2024-09-19 14:59:12

This article is selected from Song Zhiping's book "Reform Heart Road", which describes his motivation and effect of restructuring cement in those years, and has been published by China Cement Network. Recently, there has been a call for restructuring and mergers and acquisitions in the cement industry. Reviewing this old article may have the effect of reviewing the old and learning the new, encouraging the industry to promote a new round of restructuring, and solving the persistent problems of the industry.

2024-09-16 10:19:30

Recently, the domestic market demand has recovered slightly compared with the previous period, but the overall level is still significantly lower than same period in previous years, and the price of concrete before the Mid-Autumn Festival is mainly a smooth transition. From September 5th to September 11th, the national concrete price index closed at 113.17 points, and the ring ratio remained stable, with a year-on-year decline of 10.81%.

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

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

The cement industry will soon be incorporated into the carbon trading market, and the importance of green low-carbon transformation has become increasingly apparent. In response to the policy guidance, China Cement Network will hold the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" in Wuhu Conch International Hotel on October 24-25. The conference will focus on the core issues of low-carbon development and green upgrading in the cement industry, discuss the application of energy efficiency improvement and energy-saving and carbon reduction technologies, and how the cement industry can use the carbon trading mechanism to promote its low-carbon transformation.

2024-09-04 15:34:06

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.