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

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

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

2025-04-02 14:33:24

According to Yang Dan, if calculated according to the annual demand decline of 5%, the national cement demand will be reduced to about 1.3 billion tons by 2030. In this context, the number of off-peak production days needs to increase by about 15 days per year to maintain the current supply and demand situation, which is very difficult. This is a relatively optimistic estimate. In fact, the domestic demand for cement may fall by 7%. It is expected that the demand for cement in Hubei will fall by about 7% in 2025. This is the current demand situation that the industry needs to face for a long time in the future.

2025-04-01 12:27:25

According to the China Cement Network Market Data Center news, the price of cement in Guangxi started the second round of 20 yuan/ton increase, and the price in Guangdong was mixed. The price of cement in many places in the two lakes has risen by about 30 yuan/ton.

2025-03-31 15:04:34

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

Since March 29, Fuyang, Suzhou, Bengbu, Huainan and other regions have raised the price of bulk cement by 20-30 yuan/ton.

2025-03-31 13:33:52

On March 28, OCC Chairman Ma Weiping and his delegation visited China Gezhouba Group Cement Co., Ltd. and were warmly received by Yang Dan, Deputy Secretary of the Party Committee and General Manager of the company. The two sides conducted in-depth exchanges on the situation of Hubei cement industry and the future development direction of the industry.

2025-03-28 17:37:50

On March 27, OCC Chairman Ma Weiping and his delegation visited Huaxin Cement (Huangshi) Co., Ltd. and were warmly welcomed by Qi Liang, the general manager of the company. The two sides had a detailed exchange on the situation and future trend of the cement industry in Hubei Province.

2025-03-27 14:02:57

On March 27, Chairman Shao Jun of China Cement Network and his delegation visited Huaxin Cement (Huangshi) Co., Ltd. and were warmly welcomed by Qi Liang, the general manager of the company. The two sides exchanged in detail on the situation and future trend of the cement industry in Hubei Province.

2025-03-27 13:44:01

On March 3, 2025, the 2024 Supplier Conference and 2025 Regional Material Demand Conference held by China Railway Material Trade Chengdu Branch was held in Chengdu Zhonghang Mingyu Shangya Hotel. Li Kunming, a cement industry analyst at the Cement Big Data Research Institute of China Cement Network, was invited to attend and deliver a keynote report entitled "Analysis and Judgment of Cement Price Trend in 2025".

2025-03-26 15:22:21

On March 26, OCC Chairman Ma Weiping visited Jiangxi Yinshantai Cement Co., Ltd. and was warmly received by General Manager Li Saiming and Vice General Manager Xu Liang. The two sides exchanged views on the development trend of the industry and the direction of future breakthroughs.

2025-03-26 14:32:35

On March 26, Chairman Shao Jun of China Cement Network and his delegation visited Jiangxi Yinshantai Cement Co., Ltd. and were warmly received by General Manager Li Saiming and Vice General Manager Xu Liang. The two sides exchanged views on the development trend of the industry and the direction of future breakthroughs.

2025-03-26 14:11:25

The purpose of OCC is to prevent involution, adhere to peak-shifting production and capacity reduction on demand, maintain the prosperity and stability of the Yangtze River cement industry, and achieve high-quality development. At present, the biggest problem is how to make small and medium-sized enterprises cooperate.

2025-03-25 14:15:46

From a policy point of view, it is quite beneficial for enterprises to supplement their production capacity to the industry. If the policy is strictly implemented, the effective production capacity of Jiangxi Province will be reduced by nearly 10 million tons. In the implementation of off-peak production, it is necessary to accurately predict the market demand, comprehensively consider the inventory situation of enterprises, and then determine a reasonable off-peak time, the inventory level should not be higher than 50%.

2025-03-25 13:48:46

From the 25th, the price of high-standard cement in Henan will be increased by 50 yuan/ton; the price of high-standard cement in Zhoukou, Shangqiu and Anhui will be increased by 30 yuan.

2025-03-25 11:02:59

On March 24, OCC Chairman Ma Weiping and his delegation visited Red Lion Holding Group Co., Ltd. and were warmly received by Zhang Xiaohua, Chairman and General Manager of Red Lion Holding Group. The two sides had in-depth exchanges on the future development trend of the cement industry and how cement enterprises should deal with the industry dilemma.

2025-03-24 21:21:36

On March 24, OCC Chairman Ma Weiping and his delegation visited Zhejiang Jianfeng Group Co., Ltd. and were warmly received by Jiang Xiaomeng, Party Secretary and Chairman of Jianfeng Group, and Yu Jianhong, General Manager of Jianfeng Group. The two sides had in-depth exchanges on the development trend of the cement industry.

2025-03-24 21:09:39

On March 24, Chairman Shao Jun of China Cement Network and Chairman Ma Weiping of OCC visited Hongshi Holding Group Co., Ltd. and were warmly received by Chairman and General Manager Zhang Xiaohua of Hongshi Holding Group. The two sides had in-depth exchanges on the future development trend of the cement industry and how cement enterprises should deal with it.

2025-03-24 17:12:31

Looking forward to the future, with the joint efforts of the government, associations and enterprises, relying on the unswerving belief and the spirit of continuous innovation, the cement industry will break through the haze, successfully achieve transformation and upgrading, stride forward on the broad road of high-quality development with a brand-new attitude, and write its own brilliant chapter.

2025-03-24 17:09:55

According to the data center of China Cement Market, the cement market in southwest China is weak. Prices in Sichuan are mainly stable, while cement prices in Chongqing and Yunnan are weak this week.

2025-03-24 13:26:12

According to the document of Guangdong Cement Industry Association, in 2025, all clinker production lines in Guangdong Province are planned to stop kilns for 95 days per kiln, which will be implemented in two stages.

2025-03-21 17:02:11

President Yang Hongming pointed out that 2025 is a critical period for the transformation and upgrading of China's cement industry. The downward trend of cement demand is unavoidable, and the association will work with member enterprises to build up confidence and work together to promote industry self-discipline and create an orderly production and operation environment. Enterprises should be guided to adhere to technological innovation and equipment upgrading, product development and market expansion, environmental protection management and green development. Actively introduce AI advanced technology, improve management and production efficiency, achieve the "double carbon target" as soon as possible, and promote the green transformation and intelligent development of the industry.

2025-03-21 16:17:34

Wang Jianxin, Vice President of Queshi Cement Group Co., Ltd., pointed out that in the face of industry difficulties, consensus should be reached first. The first three quarters of last year was a low period, and the benefits mainly came from the fourth quarter. In view of this situation, enterprises need to come up with feasible plans.

2025-03-20 14:46:26

At present, the decline in profits of the cement industry is far greater than decline in demand, but the cement industry has invested a lot, including mines, electricity, coal and so on. If the industry faces difficulties and reduces staff and salaries, then the stability of the industry will be impossible to talk about.

2025-03-20 14:43:27

Xiao Yongsheng suggested: First, we should implement rigid peak staggering to ensure the strict implementation of peak staggering production; second, we should formulate a unified rigid peak staggering plan among regions; third, we should strengthen industry communication, especially inter-provincial communication, such as exchanges between Fujian and Jiangxi, Zhejiang and Fujian, and Zhejiang and Jiangxi, to eliminate misunderstandings and enhance mutual trust.

2025-03-18 13:37:48

Zhuge Wenda, chairman of Hubei Century Xinfeng Science and Technology Group Co., Ltd., believes that the current cooperation in the industry is forced and reluctant, and that the overall demand of enterprises is expected to decline, and the difficulty of competition and cooperation is increasing.

2025-03-18 11:57:39

Ma Weiping, chairman of OCC, said that the 50-person Forum on Cement Economy has become an influential platform for the industry, bringing together the leaders of large and medium-sized enterprises and associations in the industry, so that everyone can freely discuss the industry trend and make suggestions.

2025-03-17 13:10:41

In order to actively explore the new path of high-quality development of Xinjiang cement industry, further strengthen exchanges and cooperation with mainland counterparts, and learn from advanced experience, from February 24 to March 3, 2025, Xinjiang Building Materials Industry Association organized some cement enterprises in Xinjiang to study and exchange in Henan, Shandong and Beijing.

2025-03-17 10:10:14

This week, the domestic concrete market demand continued to improve, the upstream raw material cost continued to push up, the concrete price was mainly stable, followed by the partial increase in raw materials. From March 10 to March 14, the national concrete price index closed at 100.40 points, up 0.29% annually and down 18.40% year-on-year.

2025-03-14 18:26:29

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

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

2025-03-14 17:32:00

According to the data center of China Cement Market, the cement market in southwest China is mixed. With the gradual recovery of market demand, Yunnan's demand is currently at a normal level of about 50%, the overall inventory level is not high, and prices remain basically stable.

2025-03-14 17:31:47

North China market supply and demand are both weak, prices are weak and stable, and transactions are light..

2025-03-14 17:00:22

Weak and stable concrete market in southwest China

2025-03-14 16:49:32

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

First, strengthen the consensus of "anti-involution" to transmit positive energy for the development of the industry; second, strengthen the "double control" of daily output and off-peak days to promote the rebalancing of production and sales; third, strengthen cross-market coordination to promote cross-regional linkage, off-peak linkage and re-pricing; fourth, improve the transparency of price policy to reduce the misjudgment of decision-making; fifth, innovate the cooperation mode to accelerate the promotion of concentration and capacity reduction.

2025-03-14 08:36:51