对今年市场恢复情况，上峰水泥总体预期相对谨慎乐观。
上峰水泥(000672)近日接受机构调研时表示，公司新建的广西都安日产5000吨新型干法水泥熟料生产线已于去年下半年点火投产运营，贵州都匀日产4000吨新型干法水泥熟料生产线预计会在今年上半年建成投产，今年水泥和熟料产量相比去年会有一定幅度增加。目前公司仍有部分熟料外销，继续优化产品结构，解决窑磨匹配等问题也将是公司近年工作重点之一。
此外上峰水泥还表示，对今年市场恢复情况，公司总体预期相对谨慎乐观。政策端，乙类乙管疫情已结束，随着计划内投资和专项债逐步落地，基建项目会形成实物工作量；需求端，结合公司华东区域近期发货量稳步提升，水泥和熟料价格略有一定幅度上涨，景气度正在逐步回暖；供给端，除产能减量置换政策外，双碳背景下的能耗管控、环保排放等政策仍在持续加强，去年以来，各区域的错峰生产政策执行也比较到位。
据中国水泥网行情数据中心消息，本周西南市场价格行情继续上扬，川渝水泥价格继续走高，云南部分低价地区大幅通知回涨。
2021-04-02 17:00:13
CEMPI
133.85
+0.08 +0.06%
CONCPI
112.35
-0.15 -0.13%
CLKPI
141.95
+0.38 +0.27%
SPPI
50.58
-0.05 -0.10%
MORPI
80.53
+0.10 +0.12%
On November 22, the 4th International New Material Industry Conference was held in Bengbu, Anhui Province, jointly sponsored by the People's Government of Anhui Province, the International Glass Association, China Building Material Group Co., Ltd. and China Baowu Iron and Steel Group Co., Ltd. The theme of this conference is "New Technology". New materials New Future. Li Zhong, Vice Governor of Anhui Province, delivered a speech and announced the opening ceremony. Zhou Yuxian, Secretary of the Party Committee and Chairman of China Building Material Group, and Alicia Duran, Chairman of the 26th International Glass Association and Chairman of the Organizing Committee of the United Nations International Year of Glass, attended the conference and delivered speeches. Seventeen academicians, including Gan Yong and Peng Shou, as well as relevant leaders and guests from provinces, cities, universities and enterprises, attended the meeting.
