中国水泥网:2022多数水泥企业亏损!低迷的湖南水泥行业何时回暖?

2023-02-17 09:45:36

低迷的市场氛围持续蔓延,即便近日长株潭地区水泥价格有所上调,但这似乎并没有给当地水泥企业带去更多信心。

据中国水泥网行情中心消息,目前湖南长株潭地区水泥价格普遍偏低,为提升盈利,11日-12日起长株潭地区主导企业通知上调P.O42.5散装水泥价格20-30元/吨。

在2022年调研中反复提及的“需求惨淡”是否已经是湖南的过去时?此次价格上调又能否给当地水泥市场带来信心?

“这次涨价没有全部落实到位。”长沙一水泥企业生产负责人表示,目前湖南水泥需求尚未有明显复苏,此次涨价目的更多是为了以涨促稳。

长沙另一水泥企业负责人也表达了相似的看法,“这次涨价很多企业没有落实到位,试探行情的目的偏多。”

过去的2022年,对于湖南多数水泥企业来说是特别难熬的一年,持续走低的需求和价格,叠加高企的煤价,让很多企业都面临亏损局面。

“2022年湖南水泥企业几乎全部亏损,只有几家是赚钱的,我们销量下滑不多,但价格跌的太厉害。”“2022年大多数企业亏损,我们企业也只是保本状态,主要还是价格下滑太猛。”湖南多家水泥企业向中国水泥网反馈道。

水泥价格有多低?从中国水泥网长期跟踪的湖南水泥价格走势来看,2022年开年以后,湖南地区水泥价格一路走低,尽管在9、10月份有所上涨,但全年水泥价格走势依然不乐观。

需求方面,湖南省商务厅曾指出,水泥行业总体还处于疲弱状态,2022年旺季行业景气度虽有所回暖但仍不及往年。房地产占到水泥需求一半以上,当前水泥市场需求主要来自基建拉动,房地产投资低迷没有明显改善,水泥市场需求全面恢复还有待时日。

低迷的市场氛围持续蔓延,即便近日长株潭地区水泥价格有所上调,但这似乎并没有给当地水泥企业带去更多信心。

“今年情况还不明朗,无法预测后续的发展。”“上半年就不指望了,就看看下半年能不能好点。”从水泥企业的反馈来看,对于2023年的湖南水泥行情,大多数持悲观态度,“今年湖南长株潭地区水泥需求预计会恢复性增长,但水泥价格影响因素太多,情况不乐观。”当地水泥企业表示。

不过,“冷淡”了一年的水泥需求,近日有好消息传来。1月29日,长沙举行重大项目集中开工活动,全市340个重大项目集中开工,计划总投资1951亿元,年度计划投资640亿元。与2022年同期相比集中开工项目增加74个,年度计划投资增加134亿元,分别增长28%和26%。

春节后重点项目的迅速启动也给水泥需求带来利好,一定程度上提振市场信心。

关注:中国水泥网将于3月15-16日在杭州举办“2023中国水泥产业峰会暨TOP100颁奖典礼”,届时全国水泥及相关行业同仁将共聚一堂,探讨未来水泥市场走势,敬请关注。

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2024-11-01 17:35:36

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2024-10-25 17:29:24

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2024-10-25 17:23:23

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2024-10-25 15:28:18

Since the 18th, enterprises in Changsha-Zhuzhou-Xiangtan, Changde and other places in Hunan have again notified an increase in cement prices by 30 yuan/ton, and the implementation remains to be observed..

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2024-10-18 17:14:14

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2024-10-12 17:23:19

Raw material prices pushed up, and concrete prices in the central and southern markets were mixed..

2024-10-12 15:45:27

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2024-09-27 16:48:15

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2024-09-27 16:04:01

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2024-09-20 16:36:23

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2024-09-06 17:22:16

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2024-08-30 17:31:27

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2024-08-09 16:05:25

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2024-08-05 14:56:59

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2024-08-02 16:44:53

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2024-08-01 14:17:16

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