多地连续推涨水泥价格,涨上去了吗

2023-10-19 09:16:41

总的来看,国庆节后,水泥市场存在需求改善预期,加之成本端压力较大,水泥企业普遍存在涨价意愿。各地需求实际恢复情况高低不一,水泥涨价存在差异,但整体价格指数仍呈现小幅回升趋势。

据了解,近期原材料价格持续上调,水泥成本增加,加之气温条件适宜,各地工程项目进入密集赶工期,多地企业涨价意愿强烈。各地市场情况如何?水泥价格有没有涨上去?近期中国水泥网与多地水泥企业进行了交流。

受东北水泥价格带动 蒙东水泥价格迎涨

据中国水泥网行情数据消息,日前,黑龙江、吉林地区一些主要厂家通知上调水泥及熟料价格50-70元/吨。辽宁部分地区一些主要厂家通知上调水泥价格30-50元/吨。具体落实情况如何?又是否会带动蒙东水泥市场价格呢?对此,中国水泥网与东北及蒙东一些水泥企业进行了交流。

在与多位行业人士交流中得知,此次东北地区价格推涨主要由于工程项目进入冬前赶工期,整体市场需求有所提升,发货量增长,加之煤炭等原材料价格上涨,水泥成本增加,区域内企业涨价意愿强烈。

“辽宁这边价格第一次涨50元/吨,实际落实20元/吨。第二次推涨没有成功。”辽宁一水泥企业负责人透露,价格上涨的主要原因还是成本上升。水泥需求国庆之后一直不佳,与去年相比下降了一半以上。

受辽宁水泥价格的带动,内蒙古赤峰地区水泥价格也迎来了小幅上涨。据赤峰地区一行业人士表示,近期企业水泥价格略有上调,不过由于天气原因,水泥销量一直在下滑,到11月份基本都卖不动了。

“由于需求下滑严重,市场竞争激烈,我们企业水泥价格没有变化,到位价255-260元/吨。”通辽一水泥企业人士直言,今年一直都处于亏损状态,进入11月份之后工地停工企业也要停产。

根据市场反馈,受黑吉地区水泥价格的推动,呼伦贝尔地区水泥价格也出现小幅上涨。“我们企业水泥价格上涨了10-20元/吨”呼伦贝尔一水泥企业人士表示,不过水泥需求一直起不来,与去年同期相比下滑了20%。

总的来看,虽然东北和蒙东不少地区此次水泥价格推涨了水泥价格,但整个市场需求仍不乐观。

需求回暖 贵州水泥价格有望持续上涨

14-17日贵州贵阳、毕节、黔南、黔东南等地区主导企业通知上调水泥价格30元/吨,黔中一水泥企业对中国水泥网表示,此轮涨价落实情况较好。双节过后,各工地工期进度加快,同时天气晴好适合施工,需求有所回暖;同时周边省份都在涨价,拉动了水泥价格回升。

近期煤炭价格上涨,水泥生产成本上升,而贵州水泥价格普遍长期低位运行,水泥企业经营压力较大,涨价意愿强烈。上述水泥企业认为,当前市场需求较好,在水泥价格长期低位、水泥企业成本承压的情况下,后续水泥价格有望持续走高。

市场信心不足 山东水泥价格推涨难

据中国水泥网行情数据中心消息,10月14日起山东省内一些主要厂家尝试推涨水泥价格30元/吨左右。

山东一水泥企业表示,此次调价是由于近期一些工地进入赶工期,市场需求较之前略有好转,加之煤炭价格上调,且停窑后企业熟料库存压力减小。但产能过剩、需求不足,加之前期价格推涨屡次失败,市场信心不足,部分企业仍在观望,本轮价格最终能否落实仍有待观察。

此外,产能过剩也是导致行情不景气的一大原因。“以前产能过剩大概是40%,现在几乎达到了60%。”山东一水泥企业负责人表示,虽然近期需求有所回暖,但市场信心严重不足、情绪低迷,11、12月份行情很有可能会再次下行。

华东、西南地区继续推涨水泥价格

与此同时,据中国水泥网行情中心消息,10月14日起,福建、浙江、云南等地企业也相继尝试推动水泥价格上涨。

福建

据市场反馈,近日福建地区天气晴好居多,厂家出货量较前期有所好转,加之10月错峰停窑执行情况较好,企业库存压力减小。同时随着煤炭价格上涨,水泥生产成本增加,企业涨价意愿强烈。为提升盈利,18日起省内一些主要厂家再次尝试推涨全品种水泥价格20元/吨左右,本轮价格能否落实有待观察。

浙江

近期浙江地区天气尚可,国庆节后市场需求逐步开始恢复,企业出货量较前期有所提高。为提升盈利,15日起省内一些主要厂家对金华、衢州、丽水再次尝试推动全品种水泥价格20元/吨,具体落实待观察。

此外,据悉9月中旬浙江地区水泥价格普涨15-20元/吨后,多地市场实际落实幅度或有5-10元/吨的政策调整,大厂对外报价涨后趋稳运行。

江西

据市场反馈,近期原材料价格上涨,水泥生产成本上升,加之周边涨价带动,企业涨价意愿强烈。为提升盈利,15日江西南昌、上饶、景德镇、宜春、赣州等地区主导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,实际执行待观察。

云南

据市场反馈,近期原材料价格上涨,水泥生产成本上升,加之错峰停窑及周边市场涨价带动,云南地区企业涨价意愿强烈。为提升盈利,16-17日起昆明、普洱、西双版纳等地区部分主导企业通知上调水泥价格30元/吨。目前市场需求销量一般,多数企业库仍在高位,此次调涨落实待观察。

四川

据市场反馈,近期原材料价格上涨,水泥生产成本上升,加之周边市场涨价带动,企业涨价意愿强烈。为提升盈利,16日起四川宜宾、泸州地区主导企业通知上调水泥价格30-50元/吨。目前市场需求销量一般,本轮调涨落实情况有待观察。

总的来看,国庆节后,水泥市场存在需求改善预期,加之成本端压力较大,水泥企业普遍存在涨价意愿。各地需求实际恢复情况高低不一,水泥涨价存在差异,但整体价格指数仍呈现小幅回升趋势。

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Correlation

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.

2024-11-08 17:41:17

Looking forward to the fourth quarter, we believe that the demand for cement will continue to weaken, but under the background of the rising voice of "anti-involution" and the increasing awareness of self-help in the industry, enterprises will intensify their efforts to limit production, cement prices are expected to rise, and industry benefits will continue to be restored. Throughout the year, cement demand will face greater downward pressure, and the industry's profit decline is still large.

2024-10-30 17:15:19

Recently, the domestic market demand has recovered slightly compared with the previous period, but the overall level is still significantly lower than same period in previous years, and the price of concrete before the Mid-Autumn Festival is mainly a smooth transition. From September 5th to September 11th, the national concrete price index closed at 113.17 points, and the ring ratio remained stable, with a year-on-year decline of 10.81%.

2024-09-14 19:27:38

The price of raw materials in the Yangtze River Delta region of East China has been rising, and the price of concrete is weak and stable.

2024-09-06 12:01:33

Looking forward to the second half of 2024, we believe that the demand for cement will improve compared with the first half of the year, and the price will continue to rebound. However, under the constraints of weak demand and serious overcapacity, the repair of cement price is limited. Throughout the year, cement demand will face

2024-08-01 09:19:52

From the perspective of various factors, the cement industry was flat in the first half of the year, and in the second half of the year, under the stimulation of the steady growth policy, the physical workload of the project landing was expected to increase.

2024-07-25 10:00:09

The recent rainy weather is still continuing, the downstream construction progress is slow, local shutdown occurs, and the price of concrete is stable and small. From June 20th to June 26th, the national concrete price index closed at 117.92 points, down 0.19% from the previous month.

2024-06-28 18:10:43

According to the China Cement Network Market Data Center, the price of cement in some markets in Sichuan and Chongqing has been raised by 50-130 yuan/ton, which is a large increase, and the actual implementation remains to be observed.

2024-06-14 20:06:50

According to the China Cement Network Market Data Center, this week, the second round of cement prices in Guangxi began to rise by 30-40 yuan/ton in a month, while cement prices in Guangdong were mixed.

2024-06-14 19:47:39

According to China Cement Market Data Center, cement prices in Northwest China continue to rise under the influence of the new national standard and the policy of staggering peak and stopping kilns.

2024-06-14 17:35:49

Cement manufacturers are facing the embarrassing situation of "opening one day, losing one day".

2024-05-28 15:13:17

In the first quarter of 2024, the demand for infrastructure fell short of expectations, housing projects continued to shrink, and the concrete industry continued to weaken. By the end of March, the National Concrete Price Index (CONCPI) closed at 122.38 points, down 1.8% from the beginning of the year. Compared with the same period in 2023, the concrete price index fell by 12.8%.

2024-04-22 10:18:23

During the exchange, it was learned that the loosening of cement prices in Hexi area of Gansu Province was mainly due to the obvious decline in local cement demand and the impact of foreign cement.

2024-04-18 09:19:14

Looking forward to the second quarter, with the gradual stabilization of real estate and the accelerated issuance of special bonds, demand is expected to continue to release, but we should also be alert to the adverse factors such as insufficient funds, the arrival of rainy season and busy farming season, the amount of project start-up may be variable, the overall demand may still be less than the same period, and the space for cement price to rise under high inventory pressure. It is expected that the profit level may be at a low level in recent years.

2024-04-12 16:16:19

According to the cement network market data center news, the leading enterprises in Guanzhong area of Shaanxi Province pushed the cement price up by 30 yuan/ton at the end of February, and the current reports are stable.

2024-03-08 11:34:15

Recently, the price of cement in many places in Gansu has been raised, but whether it can be implemented remains to be seen. Rising costs and falling demand have led to increased market pressure, and some projects have been shut down, resulting in a downturn in the market. China Cement Network will hold an industry summit to discuss the new development of the cement industry.

2024-03-04 16:07:14

In March, as the temperature in the southern region warms up, demand is expected to take the lead in recovering, but the northern region is still lagging behind, coupled with the convening of the "two sessions" and the time needed for project deployment and capital landing, the market is expected to be under great pressure in the first quarter of this year.

2024-02-22 09:09:46

In January 2024, the sales price of cement in Hunan Province fell by 1.4% on a month-on-month basis and 12% on a year-on-year basis, mainly due to overcapacity, declining demand and lower production costs. Cement market prices are expected to remain volatile and weak in February, but in the long run, the boost from infrastructure and real estate investment will support demand.

2024-02-19 10:09:06

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

Generally speaking, the national cement price continues to be weak.

2024-01-29 11:53:54

According to the cement network market data center news, affected by the low temperature weather, the market demand in Shaanxi has further weakened.

2024-01-26 17:48:05

Can the supply and demand of cement industry improve in 2024? Can prices be boosted? How will enterprises break the situation?

2024-01-23 09:30:22

The national cement price index (CEMPI) was 113.53 points at the beginning of December and closed at 113.37 points at the end of the month, up 0.21% from the previous month and down 19.96% from the previous year.

2024-01-03 14:34:56

国内气温普遍回升,南方局部需求略有改善,但混凝土价格易跌难涨,实际成交继续稳中有降。12月25日至12月29日,全国混凝土价格指数报收124.79点,环比下跌0.26%,同比跌幅为11.58%……

2023-12-29 17:22:21

多地施工基本结束,需求接近停滞,预计下周(12.25-12.29)水泥价格仍将震荡偏弱运行。

2023-12-24 13:11:10

2023年,受房地产持续调整等影响,水泥行业发展景气度继续下降。一季度下游复工情况尚佳,整体需求好于同期;二、三季度“旺季不旺、淡季更淡”,需求减弱明显,加之市场竞争激烈,水泥价格持续走低;四季度需求弱势恢复,水泥价格小幅上涨。总体来看,2023年水泥产量创下近13年新低,尽管煤价重心有所下移,但水泥价格降幅较深,行业利润大幅萎缩。展望2024年,我们认为地产对水泥需求拖累减弱,水泥产量或将小幅下降,产能过剩压力下水泥价格中枢下移,行业效益难言乐观。

2023-12-22 17:20:42

据中国水泥网行情数据中心消息,近期原材料价格上涨,水泥生产成本上升,两广局部市场水泥价格上调15元/吨,落实待观察。两湖、河南等市场周内价格波动不大。

2023-12-15 16:20:07

12月8日,全国水泥价格指数(CEMPI)报收113.7点,环比上涨0.15%,同比下跌23.72%。

2023-12-08 18:25:52

截至11月底,全国碎石价格指数(CSPI)报收84.54点,环比上涨0.45%,同比下跌6.09%。全国机制砂价格指数(MSPI)报收88.96点,环比上涨0.82%,同比下跌7.26%。

2023-12-04 11:54:11

河南水泥价格领涨;市场低迷谁之“祸”;塔牌集团投资2900万元建设储能项目;兰州甘草环保建材有限责任公司将进行重整。中国水泥网将于11月29日在杭州举办第五届中国水泥智能化高峰论坛,参观海康威视助力水泥企业数字化转型。

2023-11-20 15:22:21

目前,西藏自治区仍处在基础设施建设的高峰期,水泥需求端支撑力度尚可,但考虑到前期产能增长,行业供应压力仍存,市场行情取决于实际产能释放情况……

2023-11-13 14:11:28

2023年前三季度,受房地产持续调整等影响,水泥需求疲软,行业低迷运行。一季度下游复工情况尚佳,整体需求好于同期,二、三季度“旺季不旺、淡季更淡”,需求减弱明显,加之市场竞争激烈,水泥价格持续走低。前三季度水泥产量创下近13年来新低,尽管煤价重心有所下移,但水泥行业利润仍出现大幅萎缩。展望四季度,我们认为水泥行业需求可能不及同期,由于需求弱势,加之企业库位较高,价格上涨阻力重重,均价或仍将下降。全年来看,水泥需求将面临较大下行压力,行业效益降幅仍大。

2023-10-24 17:06:00

总的来看,国庆节后,水泥市场存在需求改善预期,加之成本端压力较大,水泥企业普遍存在涨价意愿。各地需求实际恢复情况高低不一,水泥涨价存在差异,但整体价格指数仍呈现小幅回升趋势。

2023-10-19 09:16:41

总的来看,虽然东北和蒙东不少地区此次水泥价格推涨了水泥价格,但整个市场需求仍不乐观。

2023-10-17 16:19:47

据中国水泥网行情数据中心消息,东北地区工程项目进入冬前赶工期,整体市场需求有所提升,发货量增长,加之煤炭等原材料价格上涨,水泥成本增加,区域内企业涨价意愿强烈。为提升盈利,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。

2023-10-13 11:09:13

本周五,全国水泥价格指数(CEMPI)报收106.59点,环比上涨1.16%,同比下跌28.78%。

2023-10-01 15:08:35

据中国水泥网行情数据中心消息,中秋国庆小长假在即,加之浙江地区重要赛事召开,区域一些工地及搅拌站等处于停工状态,市场需求较前期略有下滑。水泥价格方面,上周江浙皖沪等大面积地区水泥价格推涨15-20元/吨,周内局部市场跟进上调20元/吨,华东整体市场报价涨后趋稳运行。

2023-09-28 13:54:12

2023年上半年度国内砂石价格整体弱势运行。截至6月底,全国碎石价格指数报收85.49点,同比下跌8.37%。全国机制砂价格指数报收90.98点,同比下跌6.72%。一季度砂石价格呈下降趋势,随后砂石价格在短时间内回升,但二季度砂石价格跌幅加大。

2023-08-08 09:07:52

2023年上半年,受宏观经济下行和市场需求不足影响,水泥行业延续2022年以来低迷态势。一季度下游复工情况较好,整体需求好于同期,进入二季度后旺季不旺,需求减弱明显,加之市场竞争激烈,水泥价格跌跌不止。上半年,水泥产量创下2012年来新低,尽管煤价有所走低,但水泥行业利润仍出现大幅萎缩。展望2023年下半年,我们认为水泥行业需求相较于上半年会有一定程度好转,价格将会出现季节性反弹,由于需求恢复有限,企业库位较高,价格反弹力度或将有限。全年来看,水泥需求将面临下行压力,行业效益降幅仍大。

2023-08-02 09:43:33

后市预测:多地气温仍偏高,部分地区强降雨明显,下游需求弱势,预计下周水泥价格仍将延续跌势。

2023-07-24 09:38:15

近期国内高温雨水天气持续,下游施工活跃度不高,混凝土市场行情维持弱势运行。本周全国混凝土价格指数报收132.38点,环比下跌0.25%,同比跌幅为9.39%……

2023-07-07 17:05:04

当前水泥行业处于淡季,水泥价格整体处于低位,部分地区水泥价格逼近成本线。

2023-07-06 09:23:39

日前,江西省水泥协会发布关于开展2023年7-8月份错峰生产及落实上半年补停有关工作要求的通知

2023-07-04 13:33:04

南方受到雨热天气影响,市场处于淡季状态,混凝土需求多有下滑,混凝土价格以跌为主。本周全国混凝土价格指数报收132.71点,环比下跌0.92%,同比跌幅为9.52%……

2023-06-30 17:13:43

为深入贯彻落实党中央、国务院和省委、省政府关于碳达峰碳中和的重大战略决策和总体部署,扎实推进青海省工业领域碳达峰工作,6月15日,青海省发布《青海省工业领域碳达峰实施方案》。

2023-06-28 11:47:39

本周全国多地受雨水天气以及中高考因素影响,施工进度放缓,混凝土需求呈现下滑趋势,局部价格仍有下调。本周全国混凝土价格指数报收135.59点,环比下跌0.46%,同比跌幅为8.59%……

2023-06-09 17:08:27

2023年春节较早,同时疫情因素消退,下游复工情况较好,众多重大项目开工建设,一季度整体需求好于同期,水泥产量增加,价格出现一定幅度反弹,但由于本期水泥价格较低,加之煤炭降幅有限,成本仍在高位,预计水泥行业利润同比出现大幅萎缩。展望二季度,随着基建项目的持续发力、地产逐步探底企稳,二季度需求有望继续释放,但也应该警惕随着雨季及农忙时节的到来,需求好转程度存在变数,同时新投产线压力下水泥价格上涨空间受到压制,预计效益虽有好转但绝对利润水平可能仍较低。

2023-04-28 15:54:25

2023年一季度基建端需求表现较好,但由于房建市场开工仍偏弱,混凝土行业效益同比继续下滑。截至3月底,全国混凝土价格指数(CONCPI)报收140.28点,相较于年初下跌0.24%,同比下跌6.63%,规模以上企业商混产量预计同比下滑6.2%左右……

2023-04-26 17:22:17

4月15日,万年青披露了2022年年报,公司2022年实现营业总收入112.82亿元,同比下降20.6%;实现归母净利润3.88亿元,同比下降75.6%。

2023-04-16 10:24:09

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.