Since last year, the sand and gravel market has been in a situation of weak supply and demand for a long time. At the beginning of the Spring Festival, the "good start" expected by the industry did not appear. The price of sand and gravel continues to be weak, and some areas have even fallen, Fujian is an example.
Fujian is rich in sand and gravel resources, which is a typical export-oriented sand and gravel market. In addition to supplying local engineering projects, a large number of Fujian sand and gravel are shipped to the Yangtze River Delta, Pearl River Delta and other places.
Digital Building Materials DataBM. Com surveyed some sand and gravel enterprises in Fujian and found that although the demand for sand and gravel has warmed up recently, especially in Ningbo, Wenzhou and other places, the overall market is still in the fundamentals of oversupply, the recove ry of real estate is not as good as expected, the competition for sand and gravel supply is fierce, and the price of sand and gravel is weak. The recovery of the
real estate market is still on the way
. Real estate is the major consumer of sand and gravel, and the real estate with low prosperity is difficult to effectively support the demand for sand and gravel.
With the joint efforts of various policies, the real estate market is gradually warming up, but the more obvious warming trend only appears in some cities. At present, the differentiation of the real estate market is still obvious, and the recovery of the real estate market is still on the way.
Taking Fujian as an example, according to the Digital Building Materials DataBM. Com, in 2022, the investment in real estate development in Fujian Province was 551.545 billion yuan, a decrease of 11.0% annually. The housing construction area of real estate development enterprises was 31734 9800 square meters, down 8.5% from the previous month. Commercial housing sales area of 60 million 543 thousand and 300 square meters, down 13.2%.
On February 16, the National Bureau of Statistics announced the changes in the sales prices of commercial housing in 70 large and medium-sized cities in January. Among them, the price of newly built commercial housing in Fuzhou, a hot city in Fujian, rose by 0.2% annually, while that in Xiamen fell by 0.3% annually.
For non-hot cities, the real estate market situation is more severe. Population spillover, high inventory, combined with residents'lack of confidence in housing consumption and other factors, the low prosperity of the real estate market directly affects the market demand for sand and gravel aggregates. The trading of
sand and gravel mining rights is active
and the trading of sand and gravel is weakening, while the trading of mining rights is still hot. According to incomplete statistics from the Digital Building Materials DataBM. Com, in 2022, Fujian Province successfully sold seven sand and gravel mines (including two sea sand mines) through bidding and auction, with a total reserve of about 148.4 million square meters and a turnover of 1.55 billion yuan.
These seven mining rights will be gradually put into operation in recent years. With the gradual accumulation of production capacity to be released, the risk of overcapacity of sand and gravel has gradually emerged.
In the medium and long term, the General Plan for Mineral Resources of Fujian Province (2021-2025), issued and implemented in December 2022, points out that during the planning period, Fujian Province will strengthen the connection between the machine-made sand and gravel mines and the areas with large demand for sand and gravel, and lay out a number of machine-made sand and gravel concentrated mining areas with an annual output of more than 1 million cubic meters, so as to form a new type of sand and gravel. High-quality construction of large and medium-sized mechanism sand and gravel mines to strengthen supply security. The production capacity of sea sand in
Fujian will also be gradually released. According to the General Plan for Mineral Resources in Fujian Province (2021-2025), Fujian will designate 10 concentrated sea sand mining areas to promote geological exploration and marine environmental background investigation in the preferred target areas of sea sand in an orderly manner.
Aggregate prices are facing downward pressure
in the bleak market, and the risk of overcapacity is gradually aggravated by the hot mining rights transactions. With the increasingly fierce market competition, the price of sand and gravel tends to decline. A sand and stone dealer
in Fujian told the digital building materials DataBM. Com that because of poor demand and fierce competition, the stone has dropped by 2 yuan/ton since the beginning of the year.
According to the digital building materials DataBM. Com, at present, the average ex-factory price of 13-20mm and 20-28mm gravel in Ningde, Fujian is about 55 yuan/ton, and the average ex-factory price of machine-made sand is about 65 yuan/ton.
For the next market this year, some sand and gravel merchants expressed a more cautious attitude. A sand and gravel dealer told the Digital Building Materials DataBM. Com that real estate is the major consumer of sand and gravel, and it is difficult to increase the demand for sand and gravel on the premise that the new construction area is difficult to improve.
However, some people in the industry are more optimistic about their expectations. "Projects are gradually starting," said a sand and gravel merchant, "the market as a whole is getting better and better."
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