最多涨100!多地水泥价格上涨!但实际需求……

2023-02-12 13:11:31

各地市场启动较为缓慢,预计下周水泥价格将偏稳运行。

元宵节过后,北方地区市场启动缓慢,东北等地仍在错峰生产阶段,目前价格暂稳;南方地区市场需求开始缓慢恢复,但销量仍不理想。全国整体价格行情偏稳,其中湖北跌幅明显。

本周全国熟料价格指数(CLKPI)报收141.41点,环比上周上涨0.53%。本周熟料价格小幅上涨。

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:

东北地区

春节长假之后,市场尚未启动。目前大多数企业仍在错峰生产阶段,加之受低温天气影响,工地复工相对缓慢,水泥价格暂稳。

西北地区

市场需求刚刚启动。目前陕西关中仍在错峰停窑期间,且环保管控严峻,原材料价格高位运行,加之前期价格降至相对低位,

8日起西安、咸阳、铜川、渭南等关中地区通知上调水泥价格10-50元/吨不等,目前市场需求刚刚启动,实际执行待观察;

由于新疆2022年-2023年冬季错峰力度加大,加之去年受电石渣水泥冲击及疫情等因素影响,

为增强市场信心,近日乌鲁木齐、塔城等地通知上调水泥价格20-50元/吨,部分袋装上调近100元/吨,目前大多数工地、搅拌站尚未开工,实际执行待观察;

受低温及雨雪天气影响,甘肃、宁夏、青海等地工地、搅拌站开工受限,市场恢复进度延缓,水泥价格暂稳。

华北地区

市场启动缓慢。元宵后京津冀地区一些工地、搅拌站等陆续开工,但整体恢复有限,企业日出货仅2成左右。

与此同时,受原料价格下跌影响,加之外围唐山低价水泥冲击,周内北京、天津及河北冀南地区一些企业对局部市场成交价下滑20-40元/吨不等;

山西、内蒙古气温仍在零下,受间接性雨雪天气影响,市场启动较缓慢,需求销量不高,价格暂稳。

华东地区

元宵后市场需求缓慢回升,加之熟料价格上调带动,企业调价意愿强烈。

元宵节后江苏一些工地逐步恢复施工,需求缓慢回升,加之熟料价格上调,

4-8日盐城、淮安、扬州、泰州、连云港、宿迁等地陆续通知上调水泥价格20元/吨左右,周边南京、镇江及苏南等地近日也有上调可能,近日雨水天气居多,企业出货量仍在2-4成,本轮上调落实情况尚待观望;

浙江近期阴雨天气居多,需求恢复缓慢,企业出货量仅正常水平2-3成,本周报价稳中趋弱,随着熟料价回涨及周边涨价带动,中下旬不排除推涨可能;

安徽近期需求有所回升,加之沿江熟料价格上调30元/吨,10日起芜湖、铜陵、池州等地试探性推动上调各品种水泥价格10元/吨,目前需求尚未完全恢复,落实待跟踪;

2月以来受持续雨水天气影响,福建复工情况较往年有所下滑,企业出货量低迷,目前多数熟料线仍在错峰停窑阶段,市场产销双弱,元宵节后各企业水泥报价较节前无明显波动;

元宵后山东市场需求虽有回升,但企业出货量在2-3成。尽管一些主要厂家曾有意尝试推涨水泥价格,但由于出货欠佳,且多数企业仍在观望,涨价信心不足,周内报价暂稳,局部市场存在小幅暗降迹象。

中南地区

市场需求开始缓慢恢复。正月十五过后,湖南湖北市场需求较前期缓慢恢复,但水泥销量仍不理想,月初湖南常德通知上调水泥价格20元/吨后,落实欠佳;

湖北鄂中部分企业小幅下调水泥价格10-20元/吨,其余企业维持年前报价,目前湖北大部分企业仍在停窑,部分区域有意近期上调水泥价格,具体待跟进;

广东元宵节后工人陆续返岗,部分工地开工,但出货量仍较少,大部分企业库存在6成左右,加之成本仍在高位,9日一些主导企业通知对珠三角及粤西部分市场上调水泥价格10-20元/吨,熟料价格同步上调10元/吨,执行情况待观察;

广西近期阴雨天气较多,需求恢复较缓,企业出货近2-3成,由于生产成本处高位,且错峰停窑下企业库存压力不大,1月底主导企业上调袋装价格20元/吨后,2月10日起部分企业通知上调散装水泥价格20元/吨,其余同业近日跟进的预期较大;

元宵节后河南多数工地、搅拌站开工率仍不高,出货量低迷,目前市场产销双弱,基本处于半停滞状态,由于节前各地水泥已普遍跌至相对低位,短期价格或不会有明显变动。

西南地区

元宵节后各地市场开始启动,但需求恢复有限,销量低迷。川渝近期雨水天气较多,需求销量低迷,月初成都地区袋装水泥下调40元/吨后,近日周边乐山、雅安、眉山等地区主导企业陆续跟进下调水泥价格20-40元/吨,其中雅安降幅在20元/吨;

重庆部分工地陆续恢复施工,需求略有上升,主城市场水泥价格本周暂稳;

贵州元宵节后市场需求缓慢恢复,企业出货量与节前变化不大,7日黔西南州通知上调水泥价格30元/吨,目前企业库存高位运行,销售压力较大,落实情况待观察。

此外,安顺部分企业成交价小幅走低10-20元/吨;云南一季度错峰停窑60天,前期德宏州水泥价格下跌40-50元/吨,企业经营压力较大,周内部分企业通知复价上调水泥价格30-40元/吨,目前水泥销量较差,执行情况待跟踪。

后市预测:各地市场启动较为缓慢,预计下周水泥价格将偏稳运行。

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Correlation

Gansu Lanzhou, Baiyin cement price notice rose 30 yuan/ton

2025-04-02 14:33:24

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

According to the data center of China Cement Market, the implementation of cement price promotion in North China is slow. Shanxi Province, supported by the policy of extending the peak staggering and stopping kilns to the end of the month, has generally pushed up 50 yuan/ton in central and northern Shanxi, but the recovery of market demand is fatigue, the current inventory is maintained at about 60%, and the actual transaction is still mainly wait-and-see.

2025-03-14 18:19:37

According to the China Cement Network Market Data Center, this week, major enterprises in the central and southern regions of Guangxi notified an increase in cement prices by 30 yuan/ton, and the Guangdong market is running steadily and strongly. This week, cement prices in the two lakes region are mainly stable temporarily, and enterprises have a strong willingness to raise prices.

2025-03-14 17:37:56

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

Mainstream enterprises in Chengdu, Deyang, Mianyang, Leshan, Meishan, Ya'an and Ganzi raised the price of cement by 40 yuan/ton.

2025-03-14 15:29:23

According to the data center of China Cement Market, the cement market in southwest China is mixed. This week, the price of cement in Guizhou is basically stable, pushing up the price of cement by 60 yuan/ton in the early stage, but most enterprises have not yet implemented the rise, coupled with the dark drop in the transaction price of enterprises in the early stage, the overall implementation is not good.

2025-03-07 17:46:36

The market of concrete in southwest China is recovering slowly, and the price is weakening.

2025-03-07 16:53:37

According to the market data of China Cement Network, the cement market in Northeast China is gradually recovering.

2025-03-07 16:16:56

According to the data center of China Cement Market, the cement market in southwest China is mixed. Cement prices in Guizhou are mainly stable this week. According to market feedback, the weather in Guizhou has improved, the temperature has risen slightly, and the demand for cement has increased slightly.

2025-02-28 16:20:08

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

On the 25th, leading enterprises in Kunming, Yuxi and Qujing notified an increase in cement prices by 50 yuan/ton.

2025-02-25 10:39:25

On the 17th, leading enterprises in Zhaotong, Yunnan, notified an increase in cement prices by 50 yuan/ton.

2025-02-18 15:00:01

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

On the 13th, leading enterprises in Chongqing notified an increase in cement prices by 50 yuan/ton.

2025-02-12 16:43:40

At present, the cement market in Jiangxi is still in the state of off-peak production, with weak supply and demand. In the short term, the market is not expected to fluctuate too much, but with the end of peak staggering production in the first quarter of mid-March, the imbalance between supply and demand will gradually emerge, and the market may face new challenges.

2025-02-11 15:24:10

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

According to the information from China Cement Market Data Center, the price of cement in many places of Sichuan in the southwest region declined slightly; the price of cement in the main urban area of Chongqing continued to rise by 50 yuan/ton after falling; the price of cement in Kunming area of Yunnan continued to rise by 50 yuan/ton, and the implementation remains to be observed.

2024-12-20 17:56:57

According to the China Cement Network Market Data Center, prices in the Pearl River Delta and western Guangdong markets in central and southern China have loosened and declined, while prices in Guangxi remain stable. Cement prices in many places in Hunan have risen again, and prices in Hubei are mainly stable.

2024-12-20 17:55:11

The price of cement in Taiyuan, Shanxi and other places was raised by 50 yuan/ton.

2024-12-10 15:18:10

According to the China Cement Market Data Center, the cement market demand in North China, Beijing, Tianjin and Hebei fluctuated, and the price tried to push up; the market in Shanxi and Inner Mongolia was stable and weak.

2024-12-06 17:38:59

According to China Cement Market Data Center News, the southwest region of Sichuan is mixed; Chongqing cement prices are down, rain and high inventory affect the market; Yunnan and Guizhou are temporarily stable as a whole.

2024-11-29 17:29:25

According to the China Cement Network Market Data Center, the northwest region is mainly stable as a whole, and the price of cement in some areas of Bazhou, Xinjiang, has been raised by about 30 yuan/ton. At present, Shaanxi is actively implementing the strategy of staggering the peak and shutting down the kilns. Meanwhile, some projects under construction continue to maintain the demand for cement, which maintains the stability of market demand.

2024-11-29 17:21:15

While seeing the success of the current price rise, the industry should also think about how to make a good start next year and how to develop steadily in the future. The author believes that in the current situation, active production control is the key to maintain a good situation in the cement industry. If production control can not be effectively implemented, even if the cement price is maintained at a relatively reasonable position at the end of this year, the cement price will still be difficult to maintain in the face of severe supply and demand situation after the beginning of next year.

2024-11-20 09:45:47

According to China Cement Network Market Data Center news, Fujian cement prices in East China once again pushed up, while the rest of the region was mainly stable in the week. This week, the Yangtze River Delta region is dominated by rainy weather, and the overall market demand is relatively stable, but some leading enterprises in the region still insist on selling at high prices, resulting in sales hovering at a low level.

2024-11-15 17:43:44

According to the China Cement Network Market Data Center, cement prices in central and southern China rose by about 20-30 yuan/ton in a large area this week, while those in Guangxi were temporarily stable after the rise. This week, the price of cement in Hunan was pushed up again, and the price of cement in eastern Hubei was planned to be raised again by about 30 yuan/ton in order to restore the previous target.

2024-11-15 17:36:48

According to the information from China Cement Market Data Center, the price in Chongqing and Northeast Chongqing in the southwest region has risen by 30 yuan/ton, and the implementation remains to be observed; the price in Changdu, the Xizang, has risen by 50 yuan/ton, and the implementation remains to be observed; Sichuan and Yunnan maintain stable operation.

2024-11-15 17:34:42

China Cement Net Market Data Center News: This week, the market in the northwest region is mainly stable.

2024-11-15 16:34:22

Shaanxi Shangluo cement price notice up 30 yuan/ton..

2024-11-14 14:30:46

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 China Cement Market Data Center, cement prices in central and southern China rose steadily this week, pushing up 30-50 yuan/ton in Guangxi, and some low-priced enterprises reported an increase of 70 yuan/ton. This week, cement prices in eastern Hubei have gradually fallen back to the level before the last round of rise, and cement prices in many places in Hunan continue to rise.

2024-11-08 17:23:08

According to the information from China Cement Market Data Center, the price of cement in Chongqing in the southwest region is pushed up by 50-100 yuan/ton, and the implementation is to be observed; the price in Zhaotong in Yunnan is pushed up by 50 yuan/ton, and the implementation is to be observed; the price in Nanchong, Guang'an and Suining in Sichuan is pushed up by 50 yuan/ton, and the price in Yibin and Luzhou is partially dropped.

2024-11-08 17:19:35

On the 6th, leading enterprises in Shijiazhuang, Xingtai, Handan and other places in Hebei notified an increase in cement prices by 50 yuan/ton.

2024-11-07 15:19:04

Recently, the Hubei Provincial Economic and Credit Office issued the Announcement on the List of Cement Clinker Production Lines and Enterprises with Production Time Calculated by 330 Days and 270 Days, which shows that the annual production days of the 4500t/d new dry cement clinker production line (second line) of Huaxin Cement (Daye) Co., Ltd. are 330 days, and the annual production days of the second line of Huaxin Cement (Daye) Co., Ltd. It is also the only clinker line in Hubei Province whose annual production days are calculated according to 330 days.