连涨连跌,水泥涨价咋这么难

2023-10-11 09:47:57

总的来看,市场涨价氛围浓厚。对于价格上涨原因,多位水泥行业人士表示,受煤炭等原材料价格上涨影响,水泥生产成本增加,而水泥价格已降至较低水平,水泥企业推动价格回升意愿较强。

中国水泥网行情数据中心消息,河南地区熟料线企业停窑时间延长至10月15日结束。受此带动,10月9日起省内一些主要厂家再次尝试推动上调水泥价格30元/吨。

据市场反馈来看,9月中下旬河南地区累计通知上调水泥价格60元/吨左右,实际主流落实仅在20-30元/吨左右。同时国庆长假后终端市场需求依旧偏差,企业出货量并不理想,本轮价格继续推涨能否落实尚待观望。

据中国水泥网此前消息,9月26日起,河南地区一些熟料线企业开始陆续错峰停窑15天。河南水泥价格在9月19日,9月28日,先后两次推涨,叠加此次累计推涨幅度在80-90元/吨,不过由于需求不足,落实情况并不理想,涨后价格陆续回落。

据了解,9月中旬以来,安徽、江苏、浙江、辽宁、湖南等多个地区密集上调水泥价格,上调幅度在每吨15元到50元之间。

9月28日,湖南市场主要品牌企业上调各规格品种水泥价格20元-30元/吨。该地区一家水泥企业销售人员告诉记者,“这是湖南区域第二轮涨价,9月20日已经上调了一轮”。

据该人士介绍,湖南地区9月起执行新的错峰生产计划,平均每个月错峰生产10-15天不等,库存压力开始有所减轻。两轮累计每吨上调40元到50元,有些库存较低的企业门口又出现了排队的场景。

价格上涨情绪蔓延到多个地区,其中,华北地区水泥价格大幅推涨。该地区一家水泥企业销售人员向记者介绍,节前唐山地区水泥企业公布熟料价格上调50元/吨,水泥价格也同幅度上涨,京津地区跟进上调。“目前,北京地区企业出货在六七成,个别达到八成”。

总的来看,市场涨价氛围浓厚。对于价格上涨原因,多位水泥行业人士表示,受煤炭等原材料价格上涨影响,水泥生产成本增加,而水泥价格已降至较低水平,水泥企业推动价格回升意愿较强。此外,需求端仍然疲软,但是环比呈现缓慢提升态势,加之多地执行错峰生产,供需矛盾有所缓解。

10月8日,国家统计局发布9月下旬重要生产资料市场价格变化情况,监测到全国煤炭产品价格相比9月中旬普遍大涨。比如焦煤本期价格为2216.7元/吨,较上期涨9.0%,山西大混、山西优混、大同混煤价格涨幅均超8%,普通混煤涨7.1%,焦炭涨6.0%,无烟煤涨5.4%。

水泥大数据研究院水泥分析师李坤明表示,9月本该用煤淡季,然而煤价却出现“淡季偏强”特征。一方面是煤炭产区供应阶段性偏紧,另一方面国际原油价格持续上涨,带动国内化工品利润修复,化工用煤采购增加。部分企业反馈,即使当前水泥价格上调20元/吨,也难以抵消煤价上涨带来的成本增加压力,本轮水泥价格上涨的主要驱动力在于煤价上涨。

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Correlation

Recently, the domestic market demand has recovered slightly compared with the previous period, but the overall level is still significantly lower than same period in previous years, and the price of concrete before the Mid-Autumn Festival is mainly a smooth transition. From September 5th to September 11th, the national concrete price index closed at 113.17 points, and the ring ratio remained stable, with a year-on-year decline of 10.81%.

2024-09-14 19:27:38

China Cement Net Market Data Center News: The market demand in East China continues to be depressed, and the concrete price is weak and stable.

2024-09-14 13:54:51

Recently, the price of raw materials has shown an upward trend again, but due to the lack of new orders in the concrete market and the fierce competition among enterprises, the focus of transactions continues to decline steadily. From August 29 to September 4, the national concrete price index closed at 113.17 points, down 0.45% annually and 11.09% year-on-year.

2024-09-06 17:22:16

However, in the semi-annual reports issued by major cement listed companies, despite the sharp decline in profits of the cement sector, the development of the aggregate sector is still steady. China Cement Network data show that in the first half of 2024, the demand for aggregate for concrete fell 10.8% year-on-year, with a total demand of 6.25 billion tons, dragged down by both downstream infrastructure and real estate. Therefore, how long the aggregate can support cement enterprises is indeed a pessimistic unknown.

2024-09-04 09:39:36

Most regions in China are affected by capital factors, lack of construction increment downstream, no improvement in concrete market demand, and downward pressure on local quotations. From August 22 to August 28, the national concrete price index closed at 113.68 points, down 0.42% annually and 11.12% year-on-year.

2024-08-30 17:31:27

Market demand in central and southern China is general, and concrete prices are weak..

2024-08-30 16:41:14

Domestic high temperature rain weather has not yet subsided, downstream construction activity is still low, the concrete market is relatively flat, and the market price is stable. From August 15 to August 21, the national concrete price index closed at 114.16 points, down 0.28% annually and 11.40% year-on-year.

2024-08-23 17:35:52

Affected by the environment in East China, demand has not improved, and prices in some areas have fallen this week.

2024-08-23 17:17:05

Domestic construction conditions have not improved significantly, coupled with the small number of new key projects, the market demand is still relatively low, and the price of concrete has fallen more or risen less. From August 8 to August 14, the national concrete price index closed at 114.48 points, down 0.33% annually and 11.69% year-on-year.

2024-08-17 10:46:53

The domestic market continued to be controlled by the hot and rainy weather, the market demand was weak, the price of concrete continued to fall steadily, and the decline in Sichuan and Chongqing was relatively large. From August 1st to August 7th, the national concrete price index closed at 114.86 points, down 0.43% from the previous month.

2024-08-09 18:09:08

According to the China Cement Network Market Data Center news, the implementation of the rebound in cement prices in the Pearl River Delta region of central and southern Guangdong is not optimistic, and the Guangxi region is tepid. The market prices of the two lakes are basically stable, and there is a decline in some areas. Leading enterprises in Guangdong try to restore the price of cement, but under the influence of high temperature weather, the actual effect is not good. The rain weather in Guangxi is decreasing, the market demand is limited, the price is stable, and the local market is falling. Cement prices in Hubei are stable, and high temperatures affect demand. The Hunan area continues the high temperature, the demand is weak, the partial price falls. Affected by rainfall, the market demand in Henan is not good, and the price is stable.

2024-08-09 17:12:17

In the traditional off-season, concrete demand continues to weaken..

2024-08-09 15:44:53

Domestic construction conditions have not been significantly improved, coupled with insufficient new projects in most regions, the concrete market is still flat. From July 25th to July 31st, the national concrete price index closed at 115.36 points, down 0.59% from the previous month.

2024-08-02 17:29:53

Demand is declining, supply is increasing, and the price of sand and gravel industry is adjusted in an all-round way.

2024-07-31 15:56:20

Rainfall continued in many parts of the country, local typhoons invaded, downstream construction was slow, and concrete prices fell steadily. From July 18th to July 24th, the national concrete price index closed at 116.05 points, down 0.58%.

2024-07-26 20:17:51

Some regions in China are affected by high temperature and rain weather, coupled with insufficient new projects, the price of concrete is weakening. From July 11th to July 17th, the national concrete price index closed at 116.73 points, down 0.47% from the previous month.

2024-07-19 17:35:12

According to China Cement Market Data Center, cement prices in Sichuan, Chongqing and parts of Yunnan fell by 20-50 yuan/ton this week, and Guizhou continued to push up by 60 yuan/ton. Whether it can be implemented remains to be seen.

2024-07-19 17:19:24

According to the China Cement Network Market Data Center news, many off-peak production, in order to reduce inventory pressure, cement prices slightly declined signs.

2024-07-19 15:20:00

Recently, the domestic rain belt has moved northward, the market demand in most regions is still weak, and the price of concrete is stable and weak. From July 4th to July 10th, the national concrete price index closed at 117.28 points, down 0.54% from the previous month.

2024-07-12 17:29:18

Rainwater in the south has decreased recently, but the growth rate of downstream construction demand is limited, and the price of concrete is mainly stable. From June 27th to July 3rd, the national concrete price index closed at 117.92 points, and the ring ratio remained stable.

2024-07-05 17:34:54

According to the cement network market data center news, the overall market is stable and weak, some enterprises in Hanzhong area of Shaanxi Province notified an increase in cement prices by 50 yuan/ton, the implementation remains to be observed.

2024-07-05 16:15:11

The recent rainy weather is still continuing, the downstream construction progress is slow, local shutdown occurs, and the price of concrete is stable and small. From June 20th to June 26th, the national concrete price index closed at 117.92 points, down 0.19% from the previous month.

2024-06-28 18:10:43

The market demand is light and the concrete market is stable.

2024-06-28 16:12:52

Many places in China reported that the rain weather increased, the market demand was weak, and the price of concrete was weak. From June 13th to June 19th, the national concrete price index closed at 118.15 points, down 0.20% from the previous month.

2024-06-21 17:53:57

After the festival, the market demand in most regions tends to be weak, and the focus of concrete transactions is mainly stable. As of June 12, the national concrete price index closed at 118.39 points, down 0.03% annually and 12.69% year-on-year.

2024-06-14 17:35:49

On the 9th, some major manufacturers in Zhanjiang, Maoming, Yangjiang and other places in Guangdong tried to raise the price of bulk cement by 10-20 yuan/ton.

2024-06-12 15:18:54

Recently, domestic demand is still relatively flat, the cost pressure of mixing stations is increasing, and the Northeast continues to rise. As of June 7, the national concrete price index closed at 118.42 points, down 0.11% annually and 13.07% year-on-year.

2024-06-07 00:41:49

Recently, there is still too much rain in some regions of China, and the demand for concrete market is running at a low level, but the overall price decline has narrowed due to the impact of cost support. From May 27 to May 31, the national concrete price index closed at 118.55 points, down 0.31% annually and 13.61% year-on-year.

2024-05-31 17:14:10

According to the cement network market data center news, the implementation of the new national standard, the cost of cement increased, 24-26 Gansu Qingyang, Qinghai leading enterprises notice to raise the price of cement 10-30, the implementation remains to be observed.

2024-05-24 15:41:09

China Cement Network Market Data Center news, driven by raw materials in East China, Jiangsu, Zhejiang, Shanghai, Anhui and other places in the week notified an increase in cement prices of about 10-50 yuan/ton.

2024-05-24 15:36:57

Slowing down of construction progress and weakening of concrete market

2024-05-24 15:36:43

According to the market data of China Cement Network, the demand for cement in Beijing, Tianjin and Hebei is weak, the price is blocked, and the new national standard may lead to price increases.

2024-05-24 14:40:10

Under the background of the current downturn in the cement market and the tightening of the mine transfer policy, it is extremely difficult to solve the mine problem in the short term, and ultimately waiting for such enterprises, I am afraid they will withdraw from the market.

2024-05-22 09:17:44

The cost of purchased limestone is basically more than 40 yuan/ton, and the cost of limestone purchased by some enterprises is even 50-60 yuan/ton, which is more than 30 yuan/ton higher than the cost of limestone per ton of self-owned mining enterprises. Converted to clinker, the cost of raw materials per ton of clinker is almost 40 yuan/ton higher.

2024-05-21 17:34:42

China Cement Network Market Data Center News, Southwest China last week, some leading enterprises in Chongqing notified the main city to raise cement prices by 30 yuan/ton, the current implementation is not up to expectations. The weekly quotation of some markets in Sichuan was slightly reduced by 10 yuan/ton, and the overall market in Yunnan-Guizhou region was relatively stable.

2024-05-17 17:25:50

Since the middle of the year, some leading enterprises in Leyamei area have lowered the price of bulk cement by 10 yuan/ton.

2024-05-17 13:32:41

In the market with low concentration, we need to adopt the price competition strategy boldly, fight on the fight, but also thoroughly hurt, forcing the production capacity with weak competitiveness to be completely eliminated.

2024-05-16 09:26:05

Even from the above four aspects, it is still difficult to fundamentally solve the problem of excess cement production capacity in Henan. If orderly competition and cooperation can not be achieved, the competition between "advanced production capacity and relatively advanced production capacity" will eventually change into the confrontation between "advanced production capacity and advanced production capacity".

2024-05-13 15:30:38

"In the first quarter of this year, the demand for cement was the worst season in my career for so many years, except for the year of epidemic prevention and control," said the sales director of a cement enterprise in western Henan.

2024-05-10 18:12:59

At the end of April, the leading enterprises in Pu'er region notified an increase of 30 yuan/ton in cement prices, which gradually fell back to the pre-rise level in early May.

2024-05-10 17:04:04

Faced with the impact of low price cement, how will Qinghai cement deal with it? "Give up that market." Relevant person in charge of a large cement enterprise in Haidong said that even if the price is reduced, it will not increase much, so it is better to do more projects or commercial concrete stations, and the price is still high.

2024-05-10 17:01:55

By the end of April 2024, the National Gravel Price Index (CSPI) closed at 82.95 points, down 0.73% annually and 4.24% year-on-year. The National Machine-Made Sand Price Index (MSPI) closed at 85.95 points, down 1.34% month-on-month and 7.87% year-on-year..

2024-05-08 16:53:52

In the first quarter of 2024, the industry as a whole showed the operational characteristics of "shrinking demand, fierce competition, high inventory and low price".

2024-05-07 09:20:19

Rainwater in some regions of China is still on the high side, coupled with tight market funds, limited actual demand increment, coupled with weak cost-side support, concrete prices continue to fall. By the end of April, the National Concrete Price Index (CONCPI) had closed at 120.21 points, down 1.77% from the end of March and 13.35% from the same period last year.

2024-05-06 18:10:56

"Now the main reason for the price increase is that we can't afford it!" An industry insider in Liaoning said bluntly.

2024-04-26 11:34:38

Since the middle of the year, some leading enterprises in Kunming have lowered the price of cement by 10-20 yuan/ton.

2024-04-18 15:41:48

Recently, a number of cement listed companies have been surveyed by institutions and expressed their views and judgments on the market trend this year.

2024-04-18 11:15:12

During the exchange, it was learned that the loosening of cement prices in Hexi area of Gansu Province was mainly due to the obvious decline in local cement demand and the impact of foreign cement.

2024-04-18 09:19:14

In order to survive and develop in the fierce market competition, cement enterprises must abandon the illusion of relying on others to "give" opportunities, and win the recognition and respect of the market through self-innovation and promotion.