大河没水小河干,河南水泥价格遭遇“倒春寒”

2023-02-16 14:44:55

谈及价格不振的原因,该水泥企业负责人认为,市场需求不足、产能严重过剩是关键。

“去年一整年,河南水泥市场都不景气。6月以来价格一直上不去,大部分企业处于亏损状态或亏损边缘。”近日,河南新乡一水泥企业负责人在接受中国水泥网采访时说道。

据中国水泥网了解,每年春节过后,特别是在元宵节之后,水泥价格都会迎来一波上涨。

然而,上述水泥企业负责人表示,河南水泥价格至今都没有起色,基本维持着去年年底的价格低位运行。河南水泥价格还未摆脱去年的“凛冬”,现在仍是“春寒料峭”。

谈及价格不振的原因,该水泥企业负责人认为,市场需求不足、产能严重过剩是关键。

去年受疫情反复的强烈冲击,许多工程及房地产项目的工地都被封停,水泥陷入“没人要”的窘境,需求一落千丈。

此外,中国水泥网近日调研河南水泥市场时了解到,2022年是河南省水泥行业错峰停窑实行得最好的一年,全省停窑时间近180天,比2021年增加30天。即便如此,河南水泥产能仍然是处于严重过剩状态。

对于错峰生产,该水泥企业负责人表示,虽然去年河南平均停窑时间长,但是各企业停窑时长的差距却很大,有些水泥企业的停窑时间可达200多天,而部分企业的停窑时间可能只有五六十天。

其次,部分粉磨站出售低价水泥也是河南水泥价格难有起色的重要原因。该水泥企业负责人透露道,部分粉磨站购入大水泥企业的高标准水泥进行勾兑,再将勾兑后的水泥低价卖出,使得水泥一直被压在比较低的价位。

该水泥企业负责人认为,稳定河南水泥市场还是要靠错峰生产,这需要河南的水泥企业加强沟通、做好协同。如果河南省水泥企业不能保持团结,行业态势将比2022年更为严峻。

“大河没水小河干。部分水泥企业只考虑自身利益,不顾全大局,这是河南水泥市场面临的最大困难,”该水泥企业负责人表示,“如果无法达成共识,或许就只能打‘价格战’了。

另悉,中国水泥网定于2023年3月15-16日在浙江杭州举办 “2023中国水泥产业峰会暨TOP100颁奖典礼” ,深入探讨宏观经济走势与水泥行业发展方向,凝聚星火之力,推动行业高质量发展,共创美好未来。

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Jiang Xun also said that according to the current forecast situation of various institutions, the forecast center of real estate development investment in 2025 is about-9%, and the forecast center of new construction area is about-17%. According to the model prediction of China Concrete Network, the output of ready-mixed concrete in 2025 will be the same as that of The ratio interval was -5% ~ -10%, and the prediction center was biased to the lower edge of the interval.

2025-02-21 10:33:51

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

2025-02-18 15:00:01

China Cement Industry Summit is not only a hub for industry information exchange, but also an important bridge to promote policy landing, technological innovation and business cooperation. The evolution of its previous themes and issues reflects the track of the cement industry from high-speed growth to high-quality development, especially in the green transformation and intelligent upgrading. If you want to know the latest conference developments, you can pay attention to the official release of China Cement Network.

2025-02-17 14:23:52

In 2024, due to the downturn of real estate and the slowdown of infrastructure growth, the demand of domestic cement industry continued to shrink, the profits of the industry declined sharply, and enterprises generally faced the dilemma of overcapacity and intensified price war. In this context, leading enterprises such as Conch Cement, Jidong Cement and Huaxin Cement have listed overseas development as the core strategic direction in 2025.

2025-02-17 13:23:10

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 Market Data Center, after the Spring Festival in central and southern China, the transaction price of some enterprises in western Guangdong fell by 20-30 yuan/ton, while the overall quotation of the rest of the market stabilized. Prices in Nanning, Guangxi, continue to decline, and the rest of the market may have sporadic follow-up downward expectations. The overall market in Hunan and Hubei is stable and small, and there are signs of price reduction in some markets.

2025-02-14 17:11:15

Around the Spring Festival of 2025, the new order index of the downstream construction industry and the operation rate of cement mills dropped to a record low, the terminal demand performance was sluggish, and the industry was under great pressure to start. At the same time, cement enterprises control the inventory level at the low level of the same period in previous years by increasing the intensity of peak staggering production, which provides a realistic basis for price stabilization and recovery. At this stage, cement enterprises need to focus on maintaining market competition order, insisting on maintaining price stability, and avoiding further losses in the industry.

2025-02-14 17:06:06

At the same time, with the "involution" vicious competition in the industry in 2023 and 2024, resulting in a continuous sharp decline in efficiency, it is expected that in 2025, the industry's awareness of normalization, self-discipline and peak staggering will be further enhanced, and the contradiction between supply and demand is expected to gradually improve.

2025-02-13 10:05:35

Since this year, Jiangsu Leida Co., Ltd. Jiangsu Leida 1 # (2000 tons/day), Jiangsu Leida Co., Ltd. Jiangsu Leida 2 # (2000 tons/day), Jiangsu Helin Cement Co., Ltd. Gaozi Helin 2 # (4500t/d), Jiangsu Helin Cement Co., Ltd. Gaozi Helin 3 # (4500 tons/day), four production lines have not stopped for one day. Considering that there are only 50 days left in the first quarter, it is difficult for the above-mentioned enterprises to complete the task of stopping kilns in the first quarter.

2025-02-13 09:59:38

Specifically, after the completion of the construction in the northern region, the enterprise entered the winter heating season to stagger the peak, and the kiln was shut down for a long time; the workers in the southern region returned home one after another, the shipment of the enterprise decreased, and the intensity of staggering the peak increased.

2025-02-13 09:43:42

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

To sum up, the cement market in February is affected by the Spring Festival, Glutinous Rice Balls for Lantern Festival and other factors, and it will take time for demand to recover. It is expected that the cement price will show a trend of first restraining, then rising and overall weakening.

2025-02-08 09:44:34

On January 22, Fujian Jinniu Cement Group held a business meeting in 2025. Review and summarize the work in 2024, analyze the situation, deploy work objectives and measures, unify ideas and clear objectives, and make every effort to do a good job in 2025.

2025-01-26 08:36:34

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2025-01-23 14:10:23

According to the data center of China Cement Market, the cement market in southwest China is weak. At present, the market demand in Yunnan has been greatly reduced, most of the clinker production lines have been shut down, and the market activities have entered the off-season.

2025-01-17 17:37:03

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 China Cement Market Data Center, The cement market in southwest China is weak. The cement market in Chongqing is weak, and the current demand shows a weakening trend. However, the policy of staggering peak and stopping kilns is implemented in the region, the inventory of manufacturers is not high, and most enterprises mainly stabilize prices.

2025-01-10 17:13:20

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. The market demand of Gansu, Qinghai and Ningxia continued to weaken, the shipments of most cement manufacturers dropped to a low point, and the overall price of cement remained stable.

2025-01-03 17:43:04

According to the China Cement Network Market Data Center, cement prices in the central and southern regions of Guangdong and northern Guangdong were lowered by about 20 yuan/ton this week, while the Pearl River Delta market was temporarily stable after falling. Cement prices in many places in Guangxi began to decline by 20-30 yuan/ton. Cement prices in the two lakes region are mainly stable, and cement prices in some areas have begun to pull back.

2025-01-03 17:39:32

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

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2024-12-31 16:06:01

2024 is the key year to achieve the objectives and tasks of the 14th Five-Year Plan. Over the past year, in the face of the complex and severe situation of increasing external pressure and internal difficulties, the Party Central Committee, with Comrade Xi Jinping as its core, has calmly responded to the situation and taken comprehensive measures. The overall economic operation has been stable, steady and progressive, high-quality development has been steadily promoted, new quality productive forces have been steadily developed, reform and opening-up have been continuously deepened, and risks in key areas have been resolved in an orderly and effective manner. New and solid steps have been taken in Chinese-style modernization.

2024-12-31 14:01:02

According to the China Cement Market Data Center, the southwest regions of Sichuan and Yunnan are running weakly; the cement market in Chongqing is weak and stable, and the attempt to push up has not caused price fluctuations; Recently, the price of cement in some areas of Guizhou has been slightly loosened, the overall market is mainly weak, and the demand is still poor, only about 2-3% of the normal level. At present, most of the clinker lines in the province are basically in a state of shutdown, and the inventory is high.

2024-12-27 17:13:46

Although there is no obvious improvement signal in the demand of cement industry next year, the basic demand is still there, and the decline of cement demand next year will be narrower than that of this year. With the continuous strengthening of self-discipline awareness of the industry and the increase of peak staggering, it is expected that the price of cement will continue to rise this year.

2024-12-23 15:55:58

There is no doubt that the document of double control of production capacity has come into effect. The cement industry in Sichuan Province is in line with the cement industry in Chongqing, working together to stagger the peak. Starting from 2025, the peak staggering production situation will be reported quarterly, and the government departments will carry out supervision.

2024-12-23 11:31:33

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

According to China Cement Net Market Data Center, the price notice in central and southern Zhejiang and coastal markets in East China was raised by 10-20 yuan/ton this week, and the implementation remains to be observed, while the rest of the market is running steadily and weakly as a whole.

2024-12-20 17:53:03

According to the China Cement Market Data Center, the cement market in North China, Beijing, Tianjin and Hebei is weak, pushing up the implementation of fatigue; the cement market in Shanxi is weak, and Inner Mongolia maintains stable operation.

2024-12-20 17:51:19

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. Prices in Shaanxi have remained stable in the near future.

2024-12-20 17:49:52

It is said that one of the main reasons for the instability of the market and the decline of cement prices is the large difference in kiln shutdown time, the imbalance of production capacity, the change of market share and the imbalance of business mentality among enterprises. China Cement Network data show that the price trend of Henan in 2024 is consistent with the national trend, but from the performance point of view, it is always lower than national level in the same period.

2024-12-19 16:09:54