中亚水泥熟料产能增加 或将反噬新疆水泥市场?

2023-10-16 09:17:51

新疆水泥市场这种较为稳定的格局是否将会被打破呢?有业内人士表示,中亚水泥熟料项目的不断投放或为新疆水泥市场增添不稳定因素。

近日,新疆建材行业协会在分析新疆当前的水泥态势中指出,受房地产投资的改善、重大基建项目的带动以及省内趋于平衡的供需关系等影响,预计2023年水泥需求稳中趋增,价格有望恢复性上涨,行业效益水平比2022年将有所改善。

事实上,由于新疆独特的位置,限制了区域内水泥的流动,也增加了外部水泥流入的难度,加之当地错峰执行力度较好,近年来,新疆的水泥价格基本高于全国不少地区。

尤其是今年,全国水泥需求下行压力非常,水泥价格大幅下滑的情况下,新疆水泥价格依然能维持相对稳定。

“今年行业错峰执行情况不错,市场行情也比较稳定,目前,我们这边的水泥价格为480元/吨。”伊犁一水泥企业负责人表示。

北疆水泥市场相比,南疆水泥市场稍弱。据阿克苏一水泥企业人士透露,该地水泥需求量同比下滑13%,不过由于成本降低,价格较去年提升,预计企业整体效益与去年基本持平。

新疆水泥市场这种较为稳定的格局是否将会被打破呢?有业内人士表示,中亚水泥熟料项目的不断投放或为新疆水泥市场增添不稳定因素。

中亚有5个国家,近年来,国内不少水泥企业在中亚布局熟料生产线,目前已在哈萨克斯坦、塔吉克斯坦、乌兹别克斯坦、吉尔吉斯斯坦4个国家投建了生产线。

华新水泥为例,截至2022年底,华新水泥已在塔吉克斯坦、乌兹别克斯坦、吉尔吉斯斯坦等地投建了水泥熟料项目,年产能分别为186万吨、124万吨和77.5万吨。

与此同时,随着“一带一路”的大力推进,中哈、中乌等地铁路运输日益便利。若中亚熟料产能出现过剩,且新疆水泥价格上升到回销有利可图时,确有可能“反噬”新疆水泥市场。

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Correlation

The rising price of cement makes the cost of coagulation enterprises increase and the profit is constantly compressed. Most enterprises require cash payment for cement purchases, while concrete sales are mostly on credit, and the concrete merchants caught in the middle suffer at both ends. How can concrete enterprises go through this difficult cycle? One concrete business expresses with respect to two words, hold to, cross cycle with firm belief, up to be good.

2024-10-21 15:41:58

In the long run, the core factor restricting the rise of cement price lies in the serious overcapacity. At present, the real utilization rate of clinker production capacity has reached a new low level in recent years, and the problem of excess contradiction is extremely acute. Only by taking effective measures to resolutely reduce production capacity and solve the persistent illness, can cement price be guided to return to the normal level.

2024-09-20 11:03:39

The way out for the cement industry needs to be constantly explored and summarized in practice. The market school and the synergy school have different views, but the common goal is to promote the healthy development of the cement industry. At present, the insufficient demand for cement is the general trend of the economic cycle, which is irreversible in the short term. As a participant in the development of the industry, we should not only have the keen insight of the market school, but also have the overall outlook of the synergy school, maintain strategic strength and firm confidence in development.

2024-08-15 11:09:46

We need to establish the core values of "others earn more, I can earn more" to guide production and operation. In the short run, only by actively limiting production and restoring the balance of supply and demand in the weak market, can the cement industry achieve a recovery in efficiency. Without enough initiative and consistency to limit production, all those who talk about the price of cement are cheaters and hooligans, and they can not succeed.

2024-08-13 15:12:11

High temperature and rainy weather are frequent, and the market demand is weak. At the same time, some enterprises grab the volume at a low price, and the market competition is fierce, resulting in a fall in prices. In the first half of this year, some enterprises "involution" vicious competition, the cement industry has repeatedly encountered a wave of price cuts, the peak season is not prosperous, the off-season is weaker. In the Yangtze River Delta, Pearl River Delta and other domestic hot markets, the price of cement has been less than 200 yuan/ton.

2024-08-09 15:33:51

The vicious competition of "involution" is a game without winners.

2024-08-08 10:38:47

Promote large-scale and intensive management, improve the relationship between supply and demand, and prevent involution competition.

2024-08-06 11:40:39

"There are two leading enterprises fighting in Guanzhong.".

2024-07-31 17:32:22

The cumulative consumption has been unable to support the further demand for cement in the future.

2024-07-19 14:27:26

European cement prices may exceed 250 euros/ton.

2024-07-17 16:03:36

In such a cold winter, should we narrow the battle line.

2024-07-16 14:11:29

According to the data center of China Cement Market, the price of cement in Guangdong and Guangxi markets has been stable this week, and the price in Hainan has fallen sharply. Prices in Hubei are mainly stable, while prices in Changsha-Zhuzhou-Xiangtan are falling.

2024-07-12 17:23:24

Cement and aggregate are "grasshoppers on a rope".

2024-07-05 11:41:59

It is estimated that the profit of the cement industry in the first half of the year will be about 3.5 billion yuan (about 16.5 billion yuan last year), down about 76% from the same period last year.

2024-06-18 14:30:41

How is the cement industry in Hubei? Faced with the current situation, what are the views of cement enterprises in the region?

2024-05-23 13:38:17

In Zhou Shanjian's view, as a resource-intensive product, cement's consumption of natural resources and energy should be transformed into equivalent economic and social values to maximize the value of resource utilization.

2024-05-17 13:55:14

In the future, Huaxin Cement will continue to take green development as the core, continue to increase investment in pollution reduction, carbon reduction, energy saving and consumption reduction, promote the national "double carbon" work with practical actions, and provide Huaxin samples for traditional industrial enterprises to practice the road of green sustainable development.

2024-05-16 10:58:59

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

Layoffs reduce costs, but can they really increase efficiency?

2024-05-15 14:41:02

At present, it is an important opportunity for the cement industry to reshape its pattern and open a new chapter of high-quality development.

2024-05-15 14:16:10

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

It is about 13 times the price of cement in China, which is 4283 yuan/ton higher than that in China.

2024-05-11 14:22:59

"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

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

How serious is the overproduction situation in the cement industry?

2024-05-07 17:16:26

The voice of cement price is not decided by small enterprises, nor in the hands of large enterprises.

2024-05-07 13:59:52

Asia Cement (China) has favorable conditions to fully participate in the market competition along the Yangtze River.

2024-05-06 09:33:35

Some manufacturers hold a pessimistic attitude, believing that the low-cost cement in Guangdong and Guangxi is already a "major threat" to the Hainan market.

2024-04-26 11:59:40

The first task is to establish a strong pricing strategy to ensure that the rise in the cost side can be transmitted to the price in time to ensure corporate profits.

2024-04-24 15:28:09

Which side do you prefer?

2024-04-23 13:56:04

As the junction of Henan and Hebei, the cement enterprises in Anyang and Xinghan have maintained a fierce market competition.

2024-04-18 13:32:24

The cement market along the Yangtze River has always been the core market of the cement industry, which plays an important role in stabilizing the national cement market.

2024-04-17 17:40:05

According to the feedback from the market, since the end of the off-peak production in the heating season, the overall demand for cement in the northern region has been low, and the clinker inventory has continued to rise. In this regard, the four provinces of Shanxi, Hebei, Shandong and Henan began to promote the cement industry to stop kilns in April this year.

2024-04-15 16:17:43

Cement prices have remained relatively stable since 2000.

2024-04-15 16:06:10

Define the capacity quota that enterprises need to reduce and introduce monetary subsidy measures.

2024-04-12 10:13:05

As of April 9, Daqing Train Depot has completed the unloading of 172 vehicles, 344 standard boxes and a total of 11000 tons of cement clinker, and quickly put them into the Daqing construction market through road freight vehicles, seizing the market opportunities.

2024-04-10 13:06:56

The person in charge of a core cement enterprise in eastern Guangdong predicts that the annual decline in cement sales in 2024 will be greater than that in the previous year.

2024-04-08 17:20:15

Why can Xinjiang stabilize the market and achieve counter-trend growth in 2023?

2024-04-08 10:48:21

The leader of a cement enterprise in Dalian, Liaoning Province, said frankly that in the face of this situation, the company now does not know what to do, very helpless.

2024-04-03 16:18:15

At present, the cement industry is facing serious internal and external troubles, which can be said to be "the autumn of life and death".

2024-04-02 17:13:02

In the first two months of this year, cement demand in Guizhou fell by about 14% year on year.

2024-04-02 13:20:46

In 2024, the setting of Xinjiang's economic development target indicates that the cement market demand will continue to grow, and the market is expected to remain stable.

2024-03-26 14:06:11

It is highly probable that demand will fall to less than 1 billion tons in 10 years!

2024-03-25 09:31:24

It is understood that the price rise is mainly due to the gradual and slight recovery of market demand in Tibet, while in the first quarter, Tibet is in the off-peak kiln shutdown, cement clinker inventory is low, coupled with the increase in electricity costs of enterprises.

2024-03-22 16:01:43

Although the price of cement in Wuhai area of Inner Mongolia has been raised, in fact, the market demand has not recovered, and the price still has a downward trend. As Inner Mongolia is classified as a high-risk debt province, a large number of projects have been suspended and the demand for cement has dropped sharply. It is estimated that the demand may shrink by about 40%. At present, the daily shipment volume of each cement plant is more than 1,000 tons, and it is expected to resume normal operation in the middle and late April.

2024-03-22 13:13:15

In the context of declining demand, Conch Cement will also increase sales, and will definitely need to expand market share and increase market competition.

2024-03-20 09:53:15

Enterprises with strong competitiveness and rapid response to the external environment can win the future.

2024-03-19 15:10:10

Western Cement expects that the price of Shaanxi cement will remain stable in 2024.

2024-03-19 14:45:45

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.