广西政府资金支持水泥外运对广东市场影响几何?

2023-10-11 15:07:26

此举将对广东水泥市场产生多大影响呢?

近日,广西对经长洲船闸水运和北部湾港海运向区外市场销售水泥熟料广西水泥企业给予物流补贴和减免过闸费用,每月每家企业最多享受水运补贴100万元。此举将对广东水泥市场产生多大影响呢?对此中国水泥网与两广水泥企业及协会进行了交流。

在与多位行业人士交流中了解到,此次行动对两广水泥市场影响有限。主要原因有两个方面:

一是补贴杯水车薪,难以带动广西水泥企业外运的积极性。广西一行业人士表示,广西的各种港口、码头、铁路费用比其他地方高出许多,此次广西出台政策给广西水泥企业外运提供运费补贴费用并不高,基本影响不了什么。

据了解,目前,广西(以从南宁出发为例)到广东的水运+转泊费用大概在40元/吨,而此次吨水泥的物流补贴费用才5元/吨。且全额减免的过闸费用更是水运费用中较低的一环,目前的收费标准在0.6元/总吨·次。

“况且,当前两广水泥市场价格相差并不是很大,每吨5块钱的补贴很难带动广西水泥企业外运的积极性。”广西一水泥企业表示。

另一方面而言,当前广东水泥市场也不是很乐观,本地企业竞争激烈,广西水泥进入广东更加困难。“此次运费补贴是针对水泥产品的增量部分,当前广东水泥需求下滑较大,水泥外运量能维持稳定就已是难得,抢占新的市场份额提升销量难上加难。”广西一水泥企业直言,企业目前为止还没有增量。

据了解,广东房地产行业的水泥需求超过5000万吨,占广东水泥总需求的40%以上。近年来,房地产行业发展态势下滑,市场需求萎缩,对广东水泥市场造成较大冲击。

值得注意的是,今年广东市场竞争激烈,近期海螺水泥、华润水泥等当地巨头大打价格战,市场行情低迷。故而笔者认为在水泥需求不断下滑的情况下广西水泥企业想要从广东水泥企业手里分一杯羹并不容易。

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此举将对广东水泥市场产生多大影响呢?

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