[水泥大数据研究院]水泥产业链指数运行周报(2023.10.20)

2023-10-20 17:17:49

[水泥大数据研究院]水泥产业链指数运行周报(2023.10.20)

一、本周水泥产业链指数表现

本周五,全国水泥价格指数为107.30点,环比上涨1.05%,同比下跌30.62%;熟料价格指数为114.89点,环比上涨0.62%,同比下跌23.41%;水泥煤价差指数为87.65点,环比上涨2.2%,同比下跌28.21%;玻璃价格指数为143.35点,环比下跌0.03%,同比上涨23.03%;混凝土指数为125.50点,环比下跌0.01%,同比下跌11.19%;螺纹钢价格指数为148.64点,环比上涨0.74%,同比下跌5.9%;碎石价格指数为84.16点,环比持平,同比下跌6.45%;机制砂价格指数为88.24点,环比下跌0.08%,同比下跌7.45%;矿粉价格指数为67.26点,环比上涨0.33%,同比下跌10.4%;砂浆价格指数为91.34点,环比下跌0.22%,同比下跌3.47%。

二、水泥行业本周动态

1、中国建材股份:预期前三季度利润同比下降70%左右

中国建材股份10月16日发布盈利警告,公告称,经初步审阅公司及其附属公司根据中国会计准则编制的有关财务报表,预期集团截至2023年9月30日止9个月未经审核的权益持有人应占利润将较2022年同期下降70%左右。据悉,中国建材股份2022年前三季度归属于母公司所有者的净利润69.89亿元。

2、减少6756万吨!1-9月水泥产量全口径对比继续下降

10月18日,国家统计局发布了2023年9月经济数据。其中,今年9月份全国水泥产量18887万吨,同比下跌7.2%;1-9月全国水泥产量149521万吨,去年1-9月水泥产量为156277万吨,同比下跌0.7%,全口径减少6756万吨,跌幅4.32%。

3、宁夏水泥企业11月1日起错峰停产150天

10月19日,宁夏自治区工业和信息化厅自治区生态环境厅联合发布了《关于2023-2024年冬春季部分重点工业行业开展错峰生产的通知》。其中,全区所有水泥熟料生产企业均要错峰生产150天,时限内未完成错峰生产的天数在2024年底前补足。错峰生产时间为:2023年11月1日-2024年3月31日。

三、混凝土行业本周动态点评

1、西部建设:前三季度净利润同比预降36.14%-47.21%

近期,中建西部建设股份有限公司发布了2023年前三季度业绩报告。截止于2023年9月30日,归属于上市公司股东的净利润盈利了31000万元-37500万元,比上年同期下降了36.14%-47.21%;中建西部建设第三季度预计归属于上市公司股东的净利润有14504.17万元–21004.17万元,比上年同期变动了-29.30%-2.38%。报告期内,西部建设受宏观环境影响,竞争压力增大,主要产品销售量和价格同比下降,预计销售收入、净利润较上年同比下降。

2、“可弯曲混凝土”成功研发

镇江建科建设科技有限公司自主研发出一种超高韧性混凝土材料,具有强度高、韧性大、耐久性好、抗变形和裂缝性能优异等特点,被称为“可弯曲的混凝土”。超高韧性混凝土是一种纤维增强水泥基复合材料,它有着普通混凝土的刚性,又具备了所含纤维材料的韧性,因而在加固领域有着广泛的应用前景。目前,该产品已在镇江城乡危旧房屋加固工程中应用,可大幅提高危旧房抗震抗裂能力。。

3、济滨高铁全线最大跨混凝土结构矮塔斜拉桥0#块完成浇筑

10月16日,济滨高铁全线最大跨200米混凝土结构矮塔斜拉桥0#块顺利完成浇筑。标志着济南东特大桥取得突破性进展,该项目连续梁施工正式步入攻坚阶段。本次浇筑的145#主墩0#块墩位于济南东特大桥上跨遥墙机场高速处,为单箱四室机构,连续梁(含暗柱)梁段长12m,高10.91m,顶板宽17.6m,底板宽17.6m,梁段体积1619.25m³,采用C55型高标号混凝土并结合悬臂浇筑法一次成型浇筑,浇筑方量约1600立方。

四、混凝土本周行情

本周全国混凝土价格指数报收125.50点,环比下跌0.01%,同比跌幅为11.19%。分地区来看,江苏局部混凝土价格环比下调5元/方,广西部分企业混凝土价格略微上调5元/方,国内其他省市混凝土价格均保持平稳运行。

未来十天内,江南西部和南部、两广及西南地区东部等地累计降水量有40~80毫米,其中广西东南部、广东西南部、海南岛等地部分地区有100~250毫米,局地300毫米左右;上述大部地区累计降水量较常年同期偏多8成~2倍,局地偏多3倍以上,我国其余大部降水偏少或接近常年。气温方面,青藏高原、两广南部等地平均气温较常年同期偏低1~2℃,新疆、华北、东北地区、黄淮、江淮、江南西部等地气温偏高1~3℃,我国其余地区气温基本接近常年。

综上所述,下周国内降水略有增多,但对下游施工影响不大。尽管北方局部进入赶工阶段,但国内其他大部分区域施工增量仍较为有限,混凝土市场需求量继续保持在往年同期偏低位置。成本方面,上游水泥企业继续推动涨价,落实程度有限,成本支撑基本触底持稳。整体来看,下周国内混凝土市场需求环比小幅增加,市场价格以稳为主,局部跟随原料小幅上调。

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Correlation

North China market supply and demand is weak, price callback transaction is light..

2025-04-03 17:07:31

Northwest China's Commercial Mixed Market Demand Is Stable and Weak..

2025-04-03 17:02:53

Southwest concrete market is weak and stable

2025-04-03 16:36:44

The concrete market in East China has risen slightly.

2025-04-03 16:36:12

Weak Concrete Market in Northeast China

2025-04-03 16:32:13

The price of mixed commodities in central and southern China fluctuates slightly..

2025-04-03 16:25:45

According to China Cement Market Data Center, the northwest cement market has recovered weakly, the market in Shaanxi has stabilized in stages, and the price of Gansu, Qinghai and Ningxia has stabilized under the new rising fatigue.

2025-03-31 15:34:56

According to the China Cement Network Market Data Center news, the price of cement in Guangxi started the second round of 20 yuan/ton increase, and the price in Guangdong was mixed. The price of cement in many places in the two lakes has risen by about 30 yuan/ton.

2025-03-31 15:04:34

According to China Cement Market Data Center, with the increase of clinker supply in Northeast China, the price of Liaozhong Cement has dropped by nearly 50 yuan/ton. Under the background of unsolved inventory pressure and weak demand, the short-term market will remain weak.

2025-03-31 14:44:41

Domestic concrete demand improved slightly this week, but the overall concrete price index slowed down due to the mixed rise and fall of raw material prices. From March 24 to March 28, the national concrete price index closed at 100.56 points, up 0.07% annually and 17.83% year-on-year.

2025-03-28 18:04:44

The concrete market in East China is stable and small.

2025-03-28 16:37:08

North China market supply and demand are both weak, prices are weak and stable, and transactions are light..

2025-03-28 16:28:57

Southwest concrete market is temporarily stable

2025-03-28 16:26:21

Northeast concrete market under pressure

2025-03-28 16:21:27

Weak Recovery of Commercial Mixed Market Demand in Northwest China..

2025-03-28 16:17:56

There is no big change in the price of commercial mixing in central and southern China.

2025-03-28 16:13:52

According to the China Cement Network Market Data Center news, last week, Guangdong Pearl River Delta, Western Guangdong and Hainan and other market notifications rose 20-30 yuan/ton, Guangxi region rose after the temporary stable operation. Last week, cement prices in the two lakes region were temporarily stable, and some regions in eastern Hubei began to notice a rise.

2025-03-24 14:33:03

According to the data center of China Cement Network, the cement market in Northeast China was stable as a whole last week, and the price did not fluctuate significantly.

2025-03-24 14:17:15

This week, the demand for concrete market further recovered, the cost increase narrowed, the price of concrete in most regions was mainly stable, and some parts followed the slight adjustment of raw materials. From March 17 to March 21, the national concrete price index closed at 100.49 points, up 0.09% annually and down 17.99% year-on-year.

2025-03-23 23:59:23

Weak and stable operation of concrete market in southwest China

2025-03-21 17:09:38

The concrete market in East China is stable and small.

2025-03-21 17:08:50

Weak Recovery of Commercial Mixed Market Demand in Northwest China..

2025-03-21 17:06:43

The market demand for concrete in Northeast China is recovering

2025-03-21 17:05:24

North China market supply and demand are both weak, prices are weak and stable, and transactions are light..

2025-03-21 16:59:53

The price of commercial mixing in central and southern China is stable and small.

2025-03-21 16:09:27

This week, the domestic concrete market demand continued to improve, the upstream raw material cost continued to push up, the concrete price was mainly stable, followed by the partial increase in raw materials. From March 10 to March 14, the national concrete price index closed at 100.40 points, up 0.29% annually and down 18.40% year-on-year.

2025-03-14 18:26:29

According to the data center of China Cement Market, the implementation of cement price promotion in North China is slow. Shanxi Province, supported by the policy of extending the peak staggering and stopping kilns to the end of the month, has generally pushed up 50 yuan/ton in central and northern Shanxi, but the recovery of market demand is fatigue, the current inventory is maintained at about 60%, and the actual transaction is still mainly wait-and-see.

2025-03-14 18:19:37

According to the data center of China Cement Market, the cement market in Northeast China is gradually recovering.

2025-03-14 17:32:00

According to the data center of China Cement Market, the cement market in southwest China is mixed. With the gradual recovery of market demand, Yunnan's demand is currently at a normal level of about 50%, the overall inventory level is not high, and prices remain basically stable.

2025-03-14 17:31:47

North China market supply and demand are both weak, prices are weak and stable, and transactions are light..

2025-03-14 17:00:22

Weak Recovery of Commercial Mixed Market Demand in Northwest China..

2025-03-14 16:53:48

Weak and stable concrete market in southwest China

2025-03-14 16:49:32

Northeast concrete market is stable

2025-03-14 16:36:25

The market price of concrete in East China is stable and strong.

2025-03-14 16:34:48

The price of commercial mixing in central and southern China is stable and small.

2025-03-14 16:28:56

Domestic market demand continued to pick up slowly this week, and upstream raw materials tried to push up, but it was difficult for concrete enterprises to transmit downstream, mostly to wait and see. From March 4 to March 7, the national concrete price index closed at 100.11 points, up 0.01% annually and 18.99% year-on-year.

2025-03-07 18:07:16

According to the data center of China Cement Network, the overall price of cement in Northwest China is stable, the demand is weak, and the supporting factors for price increase are insufficient.

2025-03-07 17:55:06

According to the data center of China Cement Market, the cement market in southwest China is mixed. This week, the price of cement in Guizhou is basically stable, pushing up the price of cement by 60 yuan/ton in the early stage, but most enterprises have not yet implemented the rise, coupled with the dark drop in the transaction price of enterprises in the early stage, the overall implementation is not good.

2025-03-07 17:46:36

Weak Recovery of Commercial Mixed Market Demand in Northwest China..

2025-03-07 17:00:03

The market of concrete in southwest China is recovering slowly, and the price is weakening.

2025-03-07 16:53:37

North China concrete market off-season..

2025-03-07 16:47:12

The price of commercial mixing in central and southern China is mainly stable.

2025-03-07 16:35:12

The northeast concrete market has not yet recovered.

2025-03-07 16:31:55

China Cement Net Market Data Center News: The Commercial Mixed Market in Northwest China Is Stable

2025-02-28 16:58:07

North China concrete market off-season..

2025-02-28 16:56:23

Concrete prices in East China are temporarily stable

2025-02-28 16:36:03

Slow Recovery of Concrete Market in Southwest China

2025-02-28 16:30:31

Northeast concrete market downturn

2025-02-28 16:23:02

The price of commercial mixing in central and southern China is weak.

2025-02-28 16:22:09

This week, domestic demand in some regions has improved, but most of the market demand performance is still relatively weak, concrete prices are mainly stable, with small fluctuations in local raw materials. From February 24 to February 28, the national concrete price index closed at 100.10 points, down 0.17% annually and 19.13% year-on-year.

2025-02-28 15:07:34