[水泥大数据研究院]水泥产业链指数运行周报(2023.3.3)

2023-03-03 17:19:31

[水泥大数据研究院]水泥产业链指数运行周报(2023.3.3)

一、本周水泥产业链指数表现

本周五,全国水泥价格指数为138.10点,环比上涨0.36%,同比下跌18.87%;熟料价格指数为146.59点,环比上涨1.71%,同比下跌12.75%;水泥煤价差指数为119.36点,环比上涨0.44%,同比下跌23.12%;玻璃价格指数为115.23点,环比下跌0.49%,同比下跌28.63%;混凝土指数为139.76点,环比持平,同比下跌8.08%;螺纹钢价格指数为168.19点,环比下跌0.74%,同比下跌12.33%;碎石价格指数为86.21点,环比上涨0.55%,同比下跌9.88%;机制砂价格指数为92.89点,环比上涨0.10%,同比下跌7.80%;矿粉价格指数为72.84点,环比上涨1.85%,同比下跌16.62%;砂浆价格指数为95.19点,环比持平,同比下跌5.29%。

二、水泥行业本周动态

1、上峰水泥一条4000t/d熟料生产线预计上半年投产!

上峰水泥近日表示,公司新建的广西都安日产5000吨新型干法水泥熟料生产线已于去年下半年点火投产运营,贵州都匀日产4000吨新型干法水泥熟料生产线预计会在今年上半年建成投产,今年水泥和熟料产量相比去年会有一定幅度增加。

2、国家统计局公报:2022年全国水泥产量21.3亿吨,同比降低10.5%!

2月28日,国家统计局发布《中华人民共和国2022年国民经济和社会发展统计公报》,《公报》内容显示2022年全年水泥产量21.3亿吨,比上年降低10.5%。

3、3612万元成交!南方水泥2500t/d闲置生产线资产交易成功!

近日,中国水泥网从某产权平台获悉,湖南韶峰南方水泥有限公司2500t/d闲置生产线资产以3612万元交易成功,成交日期为2023年2月21日。此前该交易披露转让底价为2000万元。

三、砂石骨料行业本周动态

1、20.1亿元!浙江交通集团下属公司竞得广东1.61方大矿

2月27日,浙江交通集团下属公司浙江交通资源投资集团有限公司以20.1亿元成功竞得广东省肇庆市松树窝矿花岗岩矿采矿权。该矿权拥有建筑用花岗岩矿石控制资源量16108.8万立方米,出让年限21年,生产规模800万方/年。此外,该矿毗邻西江黄金水道,投产后可供应于粤港澳大湾区。

2、年产1000万吨!总投资2亿元!湖南年产1000万吨机制砂石项目环评获批

近日,湖南蠡山年产1000万吨机制砂石(一期)项目环评获批。该项目位于沅江市南嘴镇百家沟村,由湖南蠡山新材料科技有限公司投资建设,总投资2亿元,主要建设2条生产线,其中一条年产200.9万吨机制砂,另一条年产约533.3万吨机制砂和约266.7万吨碎石。

3、年产300万吨!陕西交控集团骨料项目投产

2月26日,汉中年产300万吨建筑石料矿生产线试运行仪式顺利启动。该项目位于汉中市南郑区新集镇二门村,总投资7.3亿元,由陕西交控集团投资建设,石料矿生产线主要产品规格为石粉、机制砂(0-5mm)和骨料产品(5-10mm、10-20mm、20-31.5mm),产能约1000吨/小时。2021年8月,陕西交控集团竞得该项目矿山采矿权,矿权年生产规模300万吨,开采年限15年。

四、混凝土行业本周动态点评

1、海砂混凝土复合筋成功应用

近日,在海南乐东莺歌海一级渔港道路工程项目施工过程中,由铁建重工电气物资有限公司、中铁建港航局和湖南大学合力打造的复合筋,代替钢筋成功应用于海砂混凝土中。相较于普通钢筋,该复合筋密度仅为其四分之一,却具有其2-3倍的抗拉强度。因复合筋绝缘、耐氯盐腐蚀的特性,应用在海砂混凝土中既不存在锈蚀问题,也不存在电化学腐蚀等问题,在满足混凝土强度、耐久性能的同时,该项目减少了河砂的使用、降低了原材料成本、有效解决了海砂混凝土道面钢筋易腐蚀的难题,获得了较好的应用效果。

2、青海公路桥梁第一高墩首节墩身完成浇筑

青海省交控集团3月1日发布消息,历时19小时浇筑,青海省公路桥梁第一高墩——同赛高速公路扎毛河特大桥最高墩10号墩首节墩身已顺利浇筑完成。本次浇筑首节墩身高6m,使用C50混凝土558立方米,为单箱三室矩形空心墩,其结构复杂,施工难度极大,寒冷季节施工风险高。首模墩身的顺利浇筑为后续墩身施工积累了经验,推进了控制性工程的施工进度。

3、“世界最大跨径1800型波形钢腹板连续刚构桥”飞龙大桥开始悬臂浇筑施工

“世界最大跨径1800型波形钢腹板连续刚构桥”飞龙大桥首个0号块近日顺利浇筑完成,正式进入悬臂浇筑阶段。飞龙大桥0号块总长19.4米,顶宽13米,翼板悬臂长3米,分为0-1节段和0-2节段。其中,0-1节段采用广西路建集团发明专利预应力牛腿托架法辅助顺利施工完成,0-2节段采用广西路建集团飞龙大桥技术团队创新提出的“前吊后支”施工方法。本次最先施工完成的是飞龙大桥6号主墩0号块。经过测算,与传统施工方法相比,本施工方法可以为大桥三个主墩悬挑端施工节省近46万元成本,钢材总量需求减少27.8%,充分践行了绿色、智能、品质、快速“四个建造”目标。

五、混凝土本周行情

本周全国混凝土价格指数报收139.76点,环比上周持平,同比下跌8.08%。分地区来看,国内各省市混凝土价格均以维持稳定为主。

未来十天内,除了西南部分地区、江南中西部及广西西北部等地的累计降水量有10~25毫米,局地可达30毫米以上外,我国其余大部降水仍持续偏少,华北、黄淮及广东南部等地基本无降水。气温方面,我国中东部气温有起伏,前期气温显著偏高,其中新疆西部、华北、东北地区、黄淮、江汉等地平均气温偏高4~7℃,11日后气温下降,偏高幅度有所下降。

综上所述,下周国内降水偏少,北方地区气温回升,施工条件有所改善。下游基建项目资金到位率高,施工较为活跃,支撑市场混凝土需求。房地产局部销售改善,但开发资金仍然偏紧,项目施工进度仍偏缓慢。整体而言,下周随着北方复工复产,混凝土出货量仍呈现回升趋势。成本方面,上游原材料价格均呈现上行趋势,对混凝土价格的支撑力度走强。综合来看,下周混凝土市场供需进一步改善,价格行情稳中有涨的可能性较大。


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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