[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

According to China Cement Network Market Data Center news, Fujian cement prices in East China once again pushed up, while the rest of the region was mainly stable in the week. This week, the Yangtze River Delta region is dominated by rainy weather, and the overall market demand is relatively stable, but some leading enterprises in the region still insist on selling at high prices, resulting in sales hovering at a low level.

2024-11-15 17:43:44

Recently, the concrete market demand has weakened, coupled with the cost-side support has not been further strengthened, enterprises are mainly shipping at stable prices, with a slight increase in individual regions. From November 7 to November 13, the national concrete price index closed at 112.50 points, up 0.03% annually and down 10.07% year-on-year.

2024-11-15 17:37:41

China Cement Network Market Data Center News: raw materials rose, the southwest region to promote a small increase in concrete prices.

2024-11-15 16:53:10

The demand and price of concrete in North China are relatively stable.

2024-11-15 16:45:50

China Cement Net Market Data Center News: This week, the market in the northwest region is mainly stable.

2024-11-15 16:34:22

The demand in Northeast China is coming to an end, and the winter construction cost will be increased.

2024-11-15 16:31:48

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

2024-11-15 16:22:55

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

China Cement Net Market Data Center News: Raw Materials Rise, Concrete Prices in Southwest China May Be Raised

2024-11-08 17:11:43

China Cement Net Market Data Center News: The market demand has weakened, and the price of commercial mixing in the northwest region has stabilized.

2024-11-08 17:02:18

The Northeast concrete market is weakening.

2024-11-08 16:28:02

The demand for concrete in North China is weak.

2024-11-08 16:18:52

Driven by the rising price of raw materials, the price of concrete in central and southern China has risen slightly..

2024-11-08 15:49:01

China Cement Net Market Data Center News: The price of raw material cement in southwest China is pushed up, or the concrete market is pushed up.

2024-11-01 17:04:42

The concrete market in North China is relatively stable.

2024-11-01 17:02:53

The Northeast concrete market is weakening.

2024-11-01 16:52:08

China Cement Net Market Data Center News: This week, the northwest market is mainly stable.

2024-11-01 16:50:09

Cement prices in central and southern China are generally rising, and concrete prices may rise..

2024-11-01 15:49:36

Prices in some parts of East China have been raised this week, but the overall price has been stable.

2024-11-01 15:14:55

Recently, the domestic temperature has dropped, local demand has dropped compared with the previous period, and the price of concrete market is mainly in a narrow range. From October 24 to October 30, the national concrete price index closed at 112.12 points, down 0.02% annually and 10.33% year-on-year.

2024-11-01 01:06:33

Recently, the construction in the south is relatively active, the local market demand is warming up, coupled with the increasing pressure on the cost side, the market price trend is stable and small. From October 17 to October 23, the national concrete price index closed at 112.14 points, down 0.02% annually and 10.65% year-on-year.

2024-10-25 17:29:24

The pressure of market competition in East China is greater, and the rise in concrete prices is fatigue..

2024-10-25 16:49:34

China Cement Net Market Data Center News: The overall demand has weakened, and the price of concrete in the northwest region is mainly stable.

2024-10-25 16:30:17

The concrete market in Northeast China is stable, the demand is weak and the price is stable.

2024-10-25 16:14:15

The price of concrete in North China is affected by the rise of raw materials, and there are signs of price increase.

2024-10-25 16:09:22

Prices of raw materials in central and southern China continue to rise, and the concrete market has not yet fluctuated significantly..

2024-10-25 15:28:18

Southwest raw material cement prices push up, or push up the concrete market..

2024-10-25 14:53:28

With the improvement of weather conditions, the domestic market demand has improved as a whole in the near future, but it is still difficult to reach the peak season level in previous years. Concrete enterprises mainly ship at stable prices, and there are still some downward adjustments. From October 10 to October 16, the national concrete price index closed at 112.16 points, down 0.59% annually and 10.64% year-on-year.

2024-10-18 17:28:46

China Cement Net Market Data Center News: Concrete Prices in Northwest China Remain Stable

2024-10-18 17:17:47

Raw material prices continued to rise, and concrete prices in the central and southern markets were mixed..

2024-10-18 17:14:14

The price of raw materials in Sichuan and Chongqing is pushed up, the implementation is relatively positive, and the price of concrete is mainly stable.

2024-10-18 17:03:45

The activity of the concrete market in Northeast China has declined.

2024-10-18 16:33:27

Weak and stable operation of concrete market in North China..

2024-10-18 16:21:12

After the National Day, the domestic concrete market demand rebounded slightly, but the total amount is still relatively weak, concrete enterprises are mainly shipping at stable prices, and have not yet followed the rise of raw materials. From October 3 to October 9, the national concrete price index closed at 112.82 points, in line with the National Day holiday, with a year-on-year decline of 10.21%.

2024-10-12 17:25:54

The mixed market in the northwest region is mainly stable.

2024-10-12 15:53:01

The shipment of concrete in Northeast China has increased, and the market demand has recovered slightly.

2024-10-12 15:51:09

Concrete raw materials in parts of North China try to push up..

2024-10-12 15:40:02

The price of raw materials is pushed up, and the price of concrete in southwest China is mainly stable temporarily.

2024-10-12 15:13:04

The price of raw materials in East China has been pushed up, and the implementation is relatively positive. This week, the price of concrete is mainly stable..

2024-10-12 15:03:04

Recently, the domestic market demand in some areas has improved slightly compared with the previous period, but the overall situation is still weaker than same period in history, and the price of concrete remains stable and weak. From September 19 to September 25, the national concrete price index closed at 112.82 points, down 0.10% annually and 10.45% year-on-year.

2024-09-27 17:57:56

China Cement Net Market Data Center News: The market demand in the northwest region has not changed much, and the price of concrete is stable.

2024-09-27 16:56:30

The demand for concrete in Northeast China is weak, and the implementation of raw materials is not good.

2024-09-27 16:55:43

The price of concrete market in North China is weak and stable, and the demand is moderate and warmer.

2024-09-27 16:51:44

According to the China Cement Network Market Data Center news, the implementation of cement prices in the Pearl River Delta region of Guangdong in the central and southern regions is general, while the Guangxi region is stable and declining. Eastern Hubei and other regions plan to push up the price of cement by 30 yuan/ton again. Driven by the price increase in eastern Hubei, individual market prices in Hunan have been notified to rise again.

2024-09-27 16:48:15

Market demand has not improved, and concrete prices in some parts of central and southern China have declined slightly..

2024-09-27 16:04:01

The price of raw material cement in many places in southwest China continues to rise, or will affect the price of concrete..

2024-09-27 15:42:03

Market demand has not improved, although the price of raw materials has been pushed up, the price of concrete is mainly stable.

2024-09-27 15:20:26

Recently, the local weather conditions in China are not good, the recovery of market demand is insufficient, the price of concrete is mainly stable, and the local pressure is falling. From September 12 to September 18, the national concrete price index closed at 112.93 points, down 0.21% annually and 10.83% year-on-year.

2024-09-20 17:55:34

According to the China Cement Network Market Data Center, cement prices in the Pearl River Delta market in central and southern Guangdong are planned to stop falling and rise again, while prices in individual markets in Guangxi have experienced a second round of decline. During the Mid-Autumn Festival, the range of price increases in the two lakes areas has been extended to the whole province, pushing up by about 30 yuan/ton. Since the 10th, some major manufacturers in Henan have pushed up the price of cement by 30 yuan/ton, but the actual implementation is not ideal, some enterprises have not implemented in place, and the quotation remains at the level before the rise.

2024-09-20 17:10:16

The concrete market in Northeast China is depressed and the overall demand is weak.

2024-09-20 16:49:34

Adani is also a big man in the Indian cement industry and is the second largest cement producer in India. He entered the industry in 2022 with the acquisition of Holcim's cement business in India, which acquired about 70 million tons of cement per year for $10.5 billion. Adani plans to expand its annual cement production capacity to 140 million tons by 2028. Adani has previously invested $1.6 billion to acquire Sanchi Cement and Penna Cement, and is expected to acquire an additional 21 million tons of production capacity.