东北、陕西关中、河南水泥价格喊涨;广西政府资金支持水泥外运对广东市场影响几何?

2023-10-11 15:05:15

东北、陕西关中、河南水泥价格喊涨 1.广西政府资金支持水泥外运对广东市场影响几何? 2.连涨连跌,水泥涨价咋这么难 3.天山股份高层人事变动 4.水泥价格跌幅超过50% 新的时代已经开启

<行情一览>

1.东北地区水泥价格继续通知上涨(点击标题,查看全文)

11日起黑龙江、吉林地区一些主要厂家再次通知上调水泥及熟料价格50-70元/吨左右,具体落实有待观察。此外,11日起辽宁部分地区一些主要厂家也开始通知上调水泥价格30-50元/吨,其余市场暂观望待跟进。

2.陕西关中地区水泥价格通知上调

10日起西安、咸阳、铜川等关中地区一些主要企业通知上调水泥价格20元/吨,目前部分企业已发布调涨通知,具体落实待观察。

3.错峰时间延长 河南水泥价格累计喊涨80-90元/吨

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。

<今日聚焦>

1.广西政府资金支持水泥外运对广东市场影响几何?

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的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。

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。

2.连涨连跌,水泥涨价咋这么难

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。

3.天山股份高层人事变动

经股东推荐并经第八届董事会提名委员会提名,同意补选王兵先生、印志松先生为公司第八届董事会非独立董事候选人,任期自股东大会审议通过之日起至第八届董事会任期届满之日止。与此同时, 天山股份董事会审议通过了《关于调整第八届董事会专门委员会委员的议案》,同意调整赵新军先生为公司第八届董事会战略委员会委员,任期自本次董事会审议通过之日起至第八届董事会任期届满之日止。

4.水泥价格跌幅超过50% 新的时代已经开启

中国水泥网全国水泥价格指数(CEMPI)显示,当前指数较2021年高点已经下跌105点,跌幅49.42%。水泥价格来到5年最低点,而对于市场态势的变化,相关业者的感受无疑是最明显的。

夏海良指出,当市场步入下行期之后,滥竽充数的从业者会逐步淘汰出局,只有真正为用户着想,不团提升服务水平的企业才能在这场“大浪淘沙”中成为最后的幸存者。同时,由于房地产行业态势下行,下游回款难度加大,企业应收款不断增长,融资能力成为影响企业竞争力的关键。

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Correlation

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2024-02-22 13:45:03

The price of cement in Guangdong Pearl River Delta rises; the price of cement in Nigeria soars; CNBM, Conch and Huaxin actively expand outward; the energy consumption data of the cement industry in 2023 is introduced

2024-02-21 13:13:16

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2024-02-20 14:52:09

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2024-02-06 13:35:21

Shijiazhuang vs. Zhengzhou: highland and lowland of cement price; The Interim Regulations on the Management of Carbon Emission Trading came into effect in May; the cement industry has removed the label of high pollution industry; Taiwan Cement has promoted carbon capture projects; the update of cement price information has been suspended during the Spring Festival.

2024-02-05 14:07:11

How did Ningxia become a "price depression" in Northwest China? Conch Cement won the mining right of limestone mine in Guangxi with 730 million yuan. Bahrain Cement consumed about 1 million tons. Nanning Hongshi Cement won the mining right of limestone mine in Guangxi with 300 million yuan. Several cement production line projects in Guizhou are in progress.

2024-02-02 12:28:12

In 2024, three new clinker production lines will be put into operation in Hunan; the construction of the western region will accelerate the development of new markets; the listed concrete companies will have mixed profits and losses in 2023; the performance of many cement enterprises will decline; and the cement products produced by seven enterprises in Hainan are not up to standard.

2024-02-01 14:26:38

Anhui and Zhejiang cement index prices rose on a month-on-month basis; cement enterprises suffered losses! How to Break Through; Jinyuan, Fujian, Jidong, Jianfeng, etc. Release 2023 Performance Forecast

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In 2024, Xinjiang's fixed investment increased by 10%; Conch Cement's losses expanded; Jiangsu Jinfeng Cement Group's "trench spirit" continued; Maanshan Masteel Jiahua's commercial concrete equity was auctioned again with a price reduction of 37.01 million yuan.

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The price of cement in Jiangsu and Guangdong has dropped; the production capacity of cement clinker has dropped by 8% during the "14th Five-Year Plan" period; Jiangxi has publicized the list of several cement limestone mines; Shandong has publicized the list of completed cement grinding devices above φ3.2m

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Reasons for the rise and fall of cement prices in Guangxi and Shijiazhuang; Ma Zhifeng: In the era of high cost and low demand, cement enterprises are playing a game between small profits; Conch Cement plans to invest 560 million yuan to build a photovoltaic power generation project; Shanshui Cement is expected to lose 850 million yuan in 2023; the central bank's reduction of reserve requirement ratio and interest rate will help improve the economic and real estate recovery expectations.

2024-01-25 13:05:17

Declining cement prices in Hunan and Yunnan; How to resolve overcapacity in the cement industry; Tapai Group expects net profit growth of 150% -200% in 2023; Announcement of heavy pollution weather performance rating results of Hunan cement enterprises

2024-01-24 13:21:29

Fluctuation of cement price in Sichuan and Hebei: lower in Sichuan and higher in Hebei; the new standard of GB175-2023 "General Portland Cement" will be implemented soon; ten predictions of cement industry in 2024

2024-01-23 14:30:40

The price of cement in many places in Yunnan increased by 30 yuan/ton, and the price of cement in Zhejiang dropped by more than 6%; the forecast profit of Asia Cement (China) and China Resources Building Materials Technology decreased; the State Council approved large projects in 18 provinces; Conch Cement planned to co-ordinate coal procurement resources to reduce costs.

2024-01-22 14:26:33

The price of Yueyang Cement in Hunan and Chengdu-Deyang-Mianyang Cement in Sichuan has dropped; recognizing the situation is the first barrier for Henan Cement in the new year; 28 production lines will be put into production in 2024.

2024-01-19 13:11:00

Featured | The cement situation in 2024 is grim; the kiln in Yunnan will be shut down from now on; Huaxin Cement is put into production in Tanzania; China National Building Material Group has been listed in the Top 500 Global Brand Value List for six consecutive years

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The price of cement in Kunming and Chongqing of Yunnan Province declined; Wang Aizhen said that the cement enterprises in the whole province suffered large losses and the pressure in 2024 was even worse; the national cement output dropped to the lowest level in 13 years.

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The average price of the Yangtze River Delta fell to the lowest level in five years; Gao Dengbang: drastically cut production capacity and take a clear-cut stand to stabilize expectations; industry associations are not allowed to make decisions on operators to reduce production and stop production.

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Guangdong up 10 yuan/ton, Hainan down 50 yuan/ton; cement industry missed the good opportunity to cut production capacity; Shanxi 2023 second batch of A-level, B-level, leading enterprises list announced

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2024-01-10 13:05:08

Shandong cement market price falls; Li Rongshan: cement off-peak production is a win-win policy; Liaoning plans to shut down kilns for 151 days in 2024

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East China, Yunnan, Chongqing and Sichuan cement prices slide; Zou Weibin: The cement industry has experienced winter, can spring be far behind?

2024-01-08 15:11:59

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2024-01-04 13:09:03

Bright Future of Cement Industry in 2024; Tu Shunzu: There Is No Winner in "Price War"

2024-01-03 14:09:40

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Etuoke Banner Yongheng Cement Co., Ltd. was established on July 29, 2009, with its registered address located in the south of Jinghua Oxygen Plant, Qipanjing Industrial Park, Qipanjing Town, Etuoke Banner, Ordos City, Inner Mongolia Autonomous Region, and its legal representative is Wu Yongping. Its business scope includes licensed business items: production and sales of cement. General business items: sales of coal gangue, fly ash, clinker, limestone, granulated slag and gypsum.