10月开涨!福建水泥行业情况如何?

2023-10-19 13:09:59

中国水泥网行情数据中心消息,10月18日起福建地区水泥价格再次上调20元/吨。

据中国水泥网行情数据中心消息,10月18日起福建地区水泥价格再次上调20元/吨。

此前,在9月初,福建地区就已上调水泥价格30元/吨,但受下游段需求不足影响,最终落实情况为15-20元/吨。

而此次福建水泥价格上调的主要原因是煤价高位,当地水泥厂家表示近期福建的煤炭到位价在1200元/吨左右。煤价上涨,使得水泥企业的成本压力增大,企业的涨价意愿强烈。

那么此次水泥价格上调,落实情况如何?

从中国水泥网跟踪情况来看,当地水泥企业信心欠佳。福建当地一水泥企业表示,“如果有的企业不怕亏损,价格不上调,那市场情况就不明朗了”。另一水泥企业则直言,“现在才第一天,后面走势不清楚。”

从供给端来看,福建近期天气晴好,利好施工,水泥厂家出货量有所提升,加之10月错峰停窑执行情况较好,水泥库存压力减小,且煤价高企造成水泥成本上涨,种种因素叠加,当地水泥价格具有上涨基础。

但从需求端来看,今年以来,需求的持续低迷让区域内企业普遍信心不足,部分企业仍在观望。信心欠佳的情况下,区域水泥价格上涨空间有限,具体落实情况仍待观察。

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Correlation

At the beginning of this month, the Fujian market just spread the news of price increase, and since August 6, the price of all kinds of cement has been raised by about 30 yuan/ton. Only 10 days or so, Fujian cement prices fell rapidly. On the one hand, the weak demand for cement, frequent high temperature and rainy weather, and the downturn of the real estate market make it difficult to form a strong support for the demand for cement. It is understood that in the first half of 2024, the investment in real estate development in Fujian Province decreased by 15.8% year-on-year, and the sales area of new commercial housing decreased by 22.7% year-on-year.

2024-08-19 16:00:23

Fujian's new measure of peak staggering is a positive attempt to alleviate the competitive pressure of local cement enterprises, but the complexity of implementation and the actual effect need to be carefully considered.

2024-05-16 17:05:59

The downstream construction in the northern region is still general, the demand recovery is less than expected, and the cement price is weak and stable; the shipment in some parts of the southern region has improved, coupled with the long-term low price operation, the enterprise has a strong willingness to raise prices. Generally speaking, the recovery of demand is limited, but driven by the general rise in the Yangtze River Delta region, the national cement price has stopped falling and turned to rise.

2024-04-15 15:30:35

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

2024-03-19 15:10:10

Guangdong, Guangxi and Fujian will certainly become the strategic places for China Resources to compete for this share.

2024-03-13 11:08:55

The industry should not continue to rely on off-peak production as a shelter, but should take the initiative to adopt market-oriented means to eliminate backward production capacity with high energy consumption and low efficiency through market competition, so as to fundamentally solve the persistent problem of overcapacity.

2024-02-28 22:09:21

中国水泥网行情数据中心消息,10月18日起福建地区水泥价格再次上调20元/吨。

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