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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Correlation

The cement industry must have a clear understanding that only by resolutely reducing production capacity and maintaining a reasonable operation rate of the industry, can disorderly competition in the industry be eliminated and the reasonable profits of the industry be guaranteed.

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2025-04-25 17:28:03

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2025-04-25 17:12:37

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2025-04-25 16:56:49

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2025-04-25 16:53:38

According to China Cement Network Market Data Center, driven by the policy of stopping kilns in the cement market in Northeast China, cement prices in Liaoning and Jilin have risen, while in Heilongjiang, due to the small price impact in the early stage, they have not followed the rise this time.

2025-04-25 16:44:28

According to the China Cement Market Data Center news, the Beijing-Tianjin-Hebei cement market is weakening, prices in southern Hebei are falling back; Shanxi and Inner Mongolia markets are light, and prices are temporarily stable.

2025-04-25 16:32:04

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2025-04-23 16:45:10

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2025-04-22 13:34:08

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

Due to job changes, Li Yingke, former Vice President of the Provincial Building Materials Association and President of the Cement Branch, and Tan Qiang, Secretary-General, resigned from their posts respectively. After extensive consultation before the meeting, Shao Jun, Deputy General Manager of Northeast Operating Area of Shanshui Group and Executive Vice President of Provincial Building Materials Industry Association, was elected as President of Cement Branch (concurrently), and Fu Zongli, General Manager of Yatai Building Materials Liaoning Sales Company, was elected as Secretary-General of Cement Branch.

2025-04-21 09:49:53

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2025-04-18 17:17:30

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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

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2025-04-18 16:42:43

According to the China Cement Market Data Center, cement prices in Beijing, Tianjin and Hebei are under pressure, with insufficient demand and high inventory; the price stabilization strategy in Shanxi and Inner Mongolia markets continues.

2025-04-18 16:32:37

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

In Li Kunming's view, with the strengthening of self-discipline and off-peak production of cement enterprises, it is expected that the market will return to normalization in 2025, and the fluctuation space will be narrowed, showing the operation characteristics of "rising with a top and falling with a limit".

2025-04-18 10:47:57

Recently, cement enterprises around the country have also disclosed their local peak-staggering production plans. Tapai Group said that in 2025, all clinker production lines in Guangdong Province will be shut down for 95 days per kiln, which will be implemented in two stages.

2025-04-16 09:59:06

Huaxin has always adhered to the concept of "profit is the goal, income is the foundation". When the market demand increases, it is understandable to pursue share, but when the market demand declines, we should pursue income and price, otherwise the loss of both volume and price will be more.

2025-04-15 15:14:38

The national cement market continues the pattern of "regional differentiation and mixed rise and fall". From the perspective of sub-regions, the six regions fell more or rose less on April 11, and the situation of cement price reduction areas is as follows.

2025-04-15 15:11:35

In the first three quarters of 2024, the operation of the industry declined sharply. In the second half of the year, the whole industry gradually changed its concept, the price of cement was gradually restored, and the profits of the industry and enterprises were improved. The company expects that demand will continue to decline in the first half of 2025, but the decline in demand will gradually narrow in the second half of the year. At present, the consensus of the industry against "involution" competition is stronger, the mechanism and methods of peak staggering production are becoming more and more mature, and the foundation of the industry's ecological construction is more solid. The company will earnestly implement the relevant policy requirements against industry involution, inject confidence into the recovery of the industry, and help to achieve a balanced development of social and economic benefits.

2025-04-14 16:38:17

According to China Cement Net Market Data Center, the northwest cement market as a whole recovered weakly last week, Gansu and Gannan regions had doubts about the landing, Shaanxi Guanzhong was stable, Xinjiang market started price repair adjustment, but the actual transaction price did not fluctuate, and the pattern of weak supply and demand was obvious.

2025-04-14 16:10:13

According to the data center of China Cement Market, many places in Yunnan have tried to push up again recently, and prices in some parts of Sichuan have fallen.

2025-04-14 15:55:31

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

At present, the company has taken Liaoning Jinzhong Company as a platform to promote integration in the Northeast cement market, and has successively acquired Shuangyashan New Age Company and Liaoning Hengwei Cement Group, which has achieved initial results. It has completed the integration of the management and control system of the whole business chain of Shuangyashan New Age Cement, and the integration of Liaoning Hengwei Cement Group is steadily advancing. The next step is to continue to play the role of Liaoning Jinzhong Company.

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2025-04-14 13:43:05

The company's overall sales volume in the first quarter was basically the same as the same period last year, the comprehensive price of cement clinker increased by more than 20 yuan/ton, the cost decreased year on year, and the gross profit rate increased significantly. Thank you for your interest.

2025-04-14 10:05:58

Taking the highest profit in history in 2019 as an example, the total profit of the industry in that year was 186.7 billion yuan, the total revenue was 10126 500 million yuan, and the profit margin was as high as 18.44%, which was unique in the industrial field. Taking steel with high "building material attribute" as an example, the profit of steel industry in 2019 is basically the same as that of cement industry, which is 188.994 billion yuan, but the revenue is as high as 4.27 trillion yuan, and the profit margin is only 4.43%, which is 14 percentage points lower than that of cement industry.

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On April 7, Ningxia Building Materials held its annual performance presentation in 2024 by means of video combined with online text interaction. Wang Yulin, Chairman of the Company, Luo Libang, Independent Director and Chairman of the Audit Committee of the Board of Directors, Liang Yan, Chief Financial Officer, and Lin Fengping, Secretary of the Board of Directors and General Counsel, attended the results presentation and communicated with investors.

2025-04-09 14:44:10

On the basis of the sharp decline in demand in the second half of last year, the company expects that demand will continue to decline in the first half of 2025 due to insufficient rolling of stock projects and the reduction of new start-up projects. However, as the country continues to push the real estate market to stop falling and stabilize, and the capital situation is expected to improve, some infrastructure projects have been launched, and the demand decline is expected to gradually narrow in the second half of the year.

2025-04-09 10:16:20

From April to May, the north entered the normal peak staggering production stage, stopping production for 10-15 days every month, and during the rainy season from June to August, precise peak staggering will be carried out to ensure the balance between supply and demand.

2025-04-08 09:55:22

In the future, the government may introduce relevant support policies to promote industry integration. In 1999, there were about 10,000 cement enterprises with different legal persons in China. At present, there are about 300 enterprises with cement clinker production lines under the same legal person. In the future, the number of enterprises with cement clinker production lines in China may be merged to about 30, or even less.

2025-04-08 09:44:47

According to the data center of China Cement Network, in the early stage of the recovery of the northwest cement market, the market in Shaanxi has stabilized in stages, Gansu and Ningxia have been driven by many factors, and the overall stability of Xinjiang has pushed up partially.

2025-04-07 16:34:54

According to the data center of China Cement Network, the cement market in southwest China lacks momentum, the market in Sichuan and Yunnan is weak and stable, and the cement price in Chongqing is temporarily stable after rising.

2025-04-07 15:53:05

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

In the first three quarters of 2024, the business situation of the industry declined sharply, and the price reduction was not conducive to the transformation and upgrading of the industry towards high-quality development. Since the second half of the year, the concept has been gradually changed, and the spirit of the Politburo meeting of "strengthening industry self-discipline and preventing vicious competition of involution" has been implemented. The price has been gradually restored, and the decline in sales of leading enterprises has been expanded, but the profits of the industry and enterprises have been improved. At present, the consensus of the industry against "involution" competition is stronger, the mechanism and methods of peak staggering production are becoming more and more mature, and the foundation of the industry's ecological construction is more solid.

2025-04-03 16:02:17

Affected by the impact of off-season demand, the price of cement in January-February this year dropped compared with the end of 2024, but in March, many places began to carry out re-pricing, the price of cement maintained overall stability in periodic and regional fluctuations, and the price level of cement in the first quarter of the country was slightly higher than that of last year. The company will earnestly implement the relevant policy requirements against the industry volume, earnestly implement the peak staggering scheme of local regulators and industry associations, and inject confidence into the recovery of the industry.

2025-04-03 15:59:55

At the end of the meeting, President Gong Leihai once again called on the whole industry to be "highly self-disciplined" in behavior and "rapidly changing" in concept. In such a fragile environment of the whole cement market, it is necessary to establish a "anti-involution" normalization working mechanism of "associations set up platforms, large enterprises take the lead, and small enterprises cooperate".

2025-04-03 15:50:08

On April 28, Fujian Cement announced the first quarter report of 2025, the company realized operating income of 360 million yuan, an increase of 5.40% over the same period last year; the net profit attributable to shareholders of listed companies was -19.9188 million yuan, and the loss was reduced by 76.54%. The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses is -24.4998 million yuan.