吉林:水泥需求“命系”基建投资,市场未动企业直呼难

2023-02-28 15:51:36

房地产不成气候已经无法为水泥需求作出贡献,如今吉林水泥需求的主要来源是基建,但基建项目由于天气寒冷基本停工,也使得水泥需求“遇冷”。

近日,多家吉林省水泥企业在与中国水泥网交流时均表示,当前吉林市场尚未启动。由于天气寒冷,不宜施工,工程项目都处于停工状态,最近吉林水泥市场几乎没有需求。

吉林一水泥企业负责人表示,迫于严寒天气,当前吉林水泥企业基本都处于停工状态。“预计到三月中旬以后,市场可能会启动。”

价格方面,吉林某水泥企业销售人员反馈,当前水泥价格比去年同期下降了大约100元/吨。由于需求销量没有起色,吉林水泥价格基本维持在去年的价格低位。

“现在甚至连维持去年的价格低位都很困难。”上述水泥企业销售人员苦涩地表示。

吉林水泥市场可谓萧条。当地企业认为,需求严重不足是造成当前情况的重要原因。

据统计,2022年全年吉林省房地产开发商品住宅的开发投资为1014.8亿元,同比下降34.1%;新开工面积869.50万平方米,同比下降72.10%;商品住宅竣工面积516.97万平方米,同比下降18.60%。

多家吉林水泥企业负责人表示,房地产不成气候已经无法为水泥需求作出贡献,如今吉林水泥需求的主要来源是基建,但基建项目由于天气寒冷基本停工,也使得水泥需求“遇冷”。

各水泥企业都认为,基建投资关乎水泥需求的“命脉”,但对于市场的未来发展情况,吉林的水泥企业看法不一。

部分水泥企业对今后市场不看好。

“今年虽然有新的基建项目规划,但资金尚未到位,恐怕难以产生新的需求。”近几年的疫情对各地经济造成了不小的冲击,新规划的基建工程也很有可能因为资金问题而不能真正开工。有企业认为,今年的水泥需求恐怕还要依靠去年未完工的项目支撑。

更多的企业对今后的水泥市场持乐观态度。

一水泥企业负责人表示,2023年相较去年最大的改善就是没有了疫情的影响。没有了疫情这个不稳定因素,生产将会顺利进行、工程不会意外停工、物流运输也会畅通。

“疫情放开之后,基建投资一定会增加,部分项目也将启动,”另一水泥企业对中国水泥网说道,“今年的工作重点在于稳经济,两会之后,基建端将会发力,水泥需求一定会回暖。”

另悉,3月15-16日,中国水泥网将在杭州举办“2023中国水泥产业峰会”,届时全国水泥及相关行业同仁将共聚一堂,探讨未来水泥市场走势,敬请关注。

更多会议详情,请致电18958090092

All can be viewed after purchase
Correlation

On April 7, Ningxia Building Materials held its annual performance presentation in 2024 by means of video combined with online text interaction. Wang Yulin, Chairman of the Company, Luo Libang, Independent Director and Chairman of the Audit Committee of the Board of Directors, Liang Yan, Chief Financial Officer, and Lin Fengping, Secretary of the Board of Directors and General Counsel, attended the results presentation and communicated with investors.

2025-04-09 14:44:10

On the basis of the sharp decline in demand in the second half of last year, the company expects that demand will continue to decline in the first half of 2025 due to insufficient rolling of stock projects and the reduction of new start-up projects. However, as the country continues to push the real estate market to stop falling and stabilize, and the capital situation is expected to improve, some infrastructure projects have been launched, and the demand decline is expected to gradually narrow in the second half of the year.

2025-04-09 10:16:20

According to the data center of China Cement Network, in the early stage of the recovery of the northwest cement market, the market in Shaanxi has stabilized in stages, Gansu and Ningxia have been driven by many factors, and the overall stability of Xinjiang has pushed up partially.

2025-04-07 16:34:54

With the continuation of the positive orientation of macro-policy in 2025, as well as the combination of fiscal power and real estate "stop falling and stabilize" policy, it will effectively support the recovery of infrastructure and cement industry. The company will seize the key window period of improving quality and efficiency, reforming and innovating, realize value increment under the new normal situation of reducing development, tap potential and increase efficiency inward, firmly promote the upgrading of "high-end, intelligent and green" and the three major transformations of "cement +, internationalization and double carbon", constantly cultivate and develop new momentum and new advantages, and comprehensively consolidate the core. Return investors with better performance.

2025-04-03 16:10:08

According to the data center of China Cement Network, the cement market in southwest China has changed frequently. Prices in Sichuan and Yunnan have fluctuated and fluctuated recently. Cement prices in Chongqing have been stable after rising.

2025-03-31 15:24:35

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou. Lin Jiayi, an analyst at the Cement Big Data Research Institute, brought an analysis report entitled "Long Night, Who Holds the Fire-Prospects for the Operation of China's Concrete Market in 2025".

2025-03-19 11:13:31

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou.

2025-03-14 16:25:27

In 2024, the market scale of ready-mixed concrete industry in Guizhou Province contracted seriously, hovering in the low market demand area. The ready-mixed concrete industry in Guizhou Province has shown the characteristics of regional competition, and the disorderly competition continues to intensify. Major enterprises have competed for market share by shrinking production capacity, reducing labor and production costs, improving product service quality and technological innovation. Some enterprises have begun to explore the integration of upstream and downstream industrial chains (sand and gravel materials, prefabricated components, outsourcing business) to speed up mergers and acquisitions. In order to reduce costs and improve competitiveness. Industry consolidation will accelerate in 2024, and some small and medium-sized enterprises will face elimination or acquisition, thus improving the overall situation.

2025-03-04 10:36:26

According to the data center of China Cement Network, the market in the Pearl River Delta, western Guangdong and northern Guangdong in central and southern China notified the price of cement to be raised by about 20-40 yuan/ton, while the price in Guangxi remained stable. Hunan Changsha-Zhuzhou-Xiangtan and other places began to push up the price of cement by about 10-20 yuan/ton, while the price of cement in eastern Hubei went down slightly.

2025-02-28 16:16:39

2025 is not only the acceptance time of the phased goal, but also the connecting year for basically building a strong socialist modernization country. With the continuous release of reform dividends and the precise implementation of macro-control policies, China's economy is expected to achieve a qualitative and effective improvement in the dynamic balance. For the cement industry, grasping the strategic opportunities of new urbanization and the construction of a strong transportation country and deepening the structural reform of the supply side will be the key to breaking the situation.

2025-02-25 11:42:31

At the end of the Spring Festival, the market is highly concerned about the trend of sand and gravel in the new year. 2024 is an indisputable year of sand and gravel shrinkage. Demand is fatigue, supply is excessive, sand and gravel prices continue to decline in depth, profits are reduced, and labor pains are difficult to stop. In the new year of 2025, will we continue to struggle in the cold winter or break the ice?

2025-02-21 10:48:43

In this context, cement enterprises are facing unprecedented pressure to survive, and the transformation and upgrading of the industry is imminent. Only through technological innovation, management optimization and business transformation, can we find new development opportunities in this industry transformation.

2025-02-18 10:40:02

In 2024, due to the downturn of real estate and the slowdown of infrastructure growth, the demand of domestic cement industry continued to shrink, the profits of the industry declined sharply, and enterprises generally faced the dilemma of overcapacity and intensified price war. In this context, leading enterprises such as Conch Cement, Jidong Cement and Huaxin Cement have listed overseas development as the core strategic direction in 2025.

2025-02-17 13:23:10

Cement enterprises actively open up supply and demand channels, for both sides, is a mutually beneficial and win-win move, but also the key to promote the steady development of the entire construction industry.

2025-02-14 09:30:57

In the new cycle, let us use the power of the summit to break the shackles of "involution", explore the way to break through, and work together to promote the cement industry towards a new journey of high-quality development. See you in Hangzhou!

2025-02-10 15:38:26

The middle and lower reaches of the Yangtze River are the main demand market for sand and gravel aggregates, with a total annual demand of nearly 5 billion tons. Hubei is located in the middle reaches of the Yangtze River, with natural geographical advantages, while relying on the advantages of water transportation, the production of sand and gravel will be transported to the downstream Yangtze River Delta hot sand and gravel market.

2025-01-14 15:21:52

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. The market demand of Gansu, Qinghai and Ningxia continued to weaken, the shipments of most cement manufacturers dropped to a low point, and the overall price of cement remained stable.

2025-01-03 17:43:04

According to the China Cement Network Market Data Center, cement prices in the central and southern regions of Guangdong and northern Guangdong were lowered by about 20 yuan/ton this week, while the Pearl River Delta market was temporarily stable after falling. Cement prices in many places in Guangxi began to decline by 20-30 yuan/ton. Cement prices in the two lakes region are mainly stable, and cement prices in some areas have begun to pull back.

2025-01-03 17:39:32

Looking forward to 2025, we believe that the demand for cement will continue to decline under the background that the real estate has not yet stabilized and the infrastructure is limited, but the industry's awareness of "anti-involution" will continue to increase, coupled with the current good start, it is expected that the average price of cement will rise slightly, and the industry's profits will be restored to a certain extent.

2024-12-31 16:06:01

In this context, the 26th International Cement Technology and Equipment Exhibition will become an important platform to promote industry innovation, bringing together the world's top suppliers, displaying cutting-edge technology and equipment, and many conference activities will be carried out simultaneously during the exhibition, building a one-stop communication bridge for exhibitors and professional audiences, not only promoting domestic brands. It also helps overseas brands to enter China, thus building a more diversified and specialized global cement industry exchange platform.

2024-12-27 09:27:20

Although there is no obvious improvement signal in the demand of cement industry next year, the basic demand is still there, and the decline of cement demand next year will be narrower than that of this year. With the continuous strengthening of self-discipline awareness of the industry and the increase of peak staggering, it is expected that the price of cement will continue to rise this year.

2024-12-23 15:55:58

According to the data center of China Cement Market, the overall cement price in Northwest China is mainly stable. At the beginning of the month, some major enterprises in Ningxia notified an increase of 100 yuan/ton in cement price. At present, most enterprises have not followed up. In addition, the market is in the traditional off-season, and there are basically no new orders, so there is no actual transaction.

2024-12-13 18:31:41

According to the China Cement Network Market Data Center, the price increase in the Pearl River Delta market in central and southern Guangdong has not been implemented, and the market in Guangxi has fallen steadily. Cement prices in some core markets in Hunan and Hubei have been adjusted back in the early stage, and are brewing to push up again in recent days.

2024-12-13 18:28:28

According to the China Cement Market Data Center, the southwest region of Sichuan is mixed; the demand performance in Chongqing is not good; the cement price in Kunming, Yunnan is pushed up by 50 yuan/ton, and the implementation remains to be observed.

2024-12-13 18:22:00

According to the data center of China Cement Market, under the influence of the arrival of winter and the decrease of temperature, the construction activities in the Northeast market are reduced and the market demand is low.

2024-12-06 17:33:46

Looking forward to the future, the basic trend of economic recovery and long-term improvement has not changed. China's huge market scale will continue to guarantee a relatively considerable demand for cement. Cement enterprises should enhance their confidence and confidence, meet every challenge with a positive attitude, and jointly promote the sustainable and healthy development of the industry.

2024-12-05 13:46:50

Since 2022, cement consumption has deviated from the growth trend of infrastructure investment. Through the analysis of infrastructure investment, this paper finds that the main reasons for this phenomenon are the financial constraints of local governments and the structural changes of investment flow. According to the existing data, before 2035, the average annual decline of cement demand in highway construction is about 2% -4%.

2024-11-28 09:18:37

"Flood is not blocked by dredging", peak staggering production has helped the cement industry to create brilliance, but also delayed the window period of the industry to capacity, so that the problem of overcapacity is becoming more and more serious. At present, all kinds of disadvantages accumulated in the industry, in the final analysis, are overcapacity, it is imperative to go to capacity, and the cement industry is also the time for strong men to break their wrists.

2024-11-27 10:25:41

According to the data center of China Cement Market, the price of cement in Northwest China is mainly stable. In the middle of November, the temperature in Gansu, Qinghai, Ningxia and Xinjiang has dropped significantly, the market demand in some areas has come to an end, the impact of price changes on the market is limited, and there is no significant change in the external quotation of leading enterprises this week.

2024-11-22 17:32:34

According to the China Cement Market Data Center News, the price of cement in Sichuan, southwest China, is mixed; Yunnan is stable as a whole. Chongqing area has been pushing up since November, according to the feedback from leading enterprises, the price is relatively stable after the rise, and the enterprises that did not rise in place in the early stage have also increased by 20-30 yuan/ton in the near future.

2024-11-22 17:27:34

In the first three quarters of 2024, the overall performance of 18 listed companies continued to be poor, with almost all revenues declining, all profits of profitable enterprises declining, and nearly half of them falling into a loss state.

2024-11-22 16:15:43

According to the data of the National Bureau of Statistics, the cement output from January to September in 2024 is 1326.7 million tons, with a year-on-year decrease of 10.7%; the industry expects that the profit of the whole industry in the first three quarters is only about 3.1 billion yuan, setting the worst record in decades. With the increasingly fierce competition among cement enterprises and the continuous decline of industry efficiency, how can enterprises adjust their development strategies, cross the industry cycle and usher in a new rise in performance? Only when you know yourself and your enemy can you fight a hundred battles with no danger of defeat. If we can accurately grasp the data of industry production and operation demand in real time, it will be the key factor for enterprises to achieve market breakthroughs.

2024-11-12 10:13:04

According to the data center of China Cement Market, the overall market demand in Northwest China has declined, some kilns have been shut down, and most prices are stable. For example, the cement market demand in Gansu is weak at present, especially in Lanzhou and its surrounding areas, the inventory of some manufacturers is not high.

2024-11-08 17:27:44

Asia Cement said in the third quarter report that looking forward to the fourth quarter, the demand for cement will pick up to a certain extent. With the support of increasing peak staggering efforts, the contradiction between supply and demand of cement will be alleviated in stages. It is expected that the results of the increase in cement prices in the third quarter will be maintained until the end of the year, and the benefits of cement enterprises are expected to usher in marginal improvement.

2024-11-06 10:05:59

In response to investors'questions on the interactive platform on April 10, Evergreen said that the company actively implemented the national carbon trading work programme, and that the company was at a good level in energy saving and carbon reduction, which would not have a significant impact on the company's production and operation in the short term; The impact on the cement industry, with the gradual tightening of carbon emission quotas, will help to control cement production, thereby improving the relationship between supply and demand, and help to maintain cement prices in the long run.