发运量回升!安徽、江苏、河南等多地再次通知水泥涨价!

2023-03-08 09:04:17

水泥大数据研究院预计,各地需求继续恢复,企业涨价意愿强烈,近期水泥价格仍将稳中偏强运行。

春节以来,随着基建投资力度的持续加大,各地项目的逐渐开复工,水泥需求逐渐改善,全国水泥发运率也在稳步回升。

全国来看,其中华东地区发运率恢复较快,以安徽为例,据水泥大数据显示,3月3日安徽全省水泥发运率为75%,而上月同期仅为20%。

上峰水泥近日接受调研机构时也表示,春节过后开始,公司华东区域发货量稳步提升,目前已恢复到正常水平的八成以上,西南区域发货量也已恢复到正常水平的六成,西北宁夏等基地本月初已开始销售逐渐上量。 

据中国水泥网行情中心消息,市场需求向好,带动市场价格有所回升,多区域水泥价格环比改善。其中广东、安徽等地多次上调水泥、熟料价格。

3月3起多地水泥企业再次通知上调价格。

安徽

据市场反馈,近期安徽地区天气晴好,市场需求恢复至正常水平8成上下,加之沿江熟料价格第四轮上调带动,企业调价意愿强烈。4-6日起合肥、芜湖、铜陵、池州、安庆、六安、滁州、马鞍山、宣城、黄山等多地一些主要厂家再次通知上调高标水泥价格10-30元/吨不等,低标20-30元/吨左右。

江苏

据市场反馈,3月以来江苏地区天气晴好居多,一些工地施工进度加快,企业出货量能达正常水平7-8成上下,加之熟料价格第四轮上调带动,水泥生产成本增加。4-6日起江苏南京、镇江、南通、扬州、泰州及苏锡常等多地一些主要厂家继续通知上调高标水泥价格25-30元/吨,低标20-30元左右。周边苏北淮安、盐城等其余市场价格近日也有上调的可能。

上海

据市场反馈,3月以来上海地区市场需求恢复较好,企业发货量能达8成上下,加之熟料及周边市场价格持续上调带动。3月4日前后上海地区一些主要厂家再次通知上调水泥价格20-35元/吨左右,其中高标散装以30-35元/吨为主。

江西

据市场反馈,2月中旬江西南昌地区主导企业曾通知上调水泥价格20元/吨,但落实欠佳。3月3日起区域主导企业再次通知上调水泥价格20-30元/吨,周边九江、吉安、抚州等地区部分企业同步通知上调水泥价格15-20元/吨左右,省内其他市场或于近几日陆续跟进上调,具体落实情况有待进一步跟踪。

河南

据市场反馈,2月下旬河南地区一些主要厂家通知上调高标水泥价格30元/吨后,目前来看整体落实情况较好。进入3月后市场需求缓慢回升,企业发货量在4-5成上下,且多数企业仍在错峰停窑阶段,熟料库存中位偏低运行。为提升盈利,6日起河南地区一些主要厂家再次尝试通知上调各品种水泥价格30元/吨左右,具体落实待观望。

水泥大数据研究院预计,各地需求继续恢复,企业涨价意愿强烈,近期水泥价格仍将稳中偏强运行。

关注:中国水泥网将于3月15-16日在杭州举办“2023中国水泥产业峰会”,届时全国水泥及相关行业同仁将共聚一堂,探讨未来水泥市场走势,敬请关注。

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Correlation

In October, with the gradual decline of the national temperature, the northern project came to an end, and there was a small-scale rush to work in some areas, while the southern construction activities increased, the demand warmed up, and the shipment volume increased slightly. On the supply side, a number of sand and gravel aggregate projects have been successfully put into operation, production capacity has been released rapidly, sand and gravel prices have stopped falling slightly, and have entered a narrow range of volatility.

2024-11-05 11:42:36

The number of off-peak days in Hebei and Shanxi in the third quarter was significantly longer than that in the same period. Although Inner Mongolia has not yet announced the specific time of kiln shutdown in the third quarter of 2023, according to the regional cement production, the time of kiln shutdown in the same period is less than that in the third quarter of 2024. On the whole, the peak staggering time in North China is prolonged.

2024-11-05 09:33:00

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

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

Recently, the price of raw materials has shown an upward trend again, but due to the lack of new orders in the concrete market and the fierce competition among enterprises, the focus of transactions continues to decline steadily. From August 29 to September 4, the national concrete price index closed at 113.17 points, down 0.45% annually and 11.09% year-on-year.

2024-09-06 17:22:16

Domestic high temperature rain weather has not yet subsided, downstream construction activity is still low, the concrete market is relatively flat, and the market price is stable. From August 15 to August 21, the national concrete price index closed at 114.16 points, down 0.28% annually and 11.40% year-on-year.

2024-08-23 17:35:52

The domestic market continued to be controlled by the hot and rainy weather, the market demand was weak, the price of concrete continued to fall steadily, and the decline in Sichuan and Chongqing was relatively large. From August 1st to August 7th, the national concrete price index closed at 114.86 points, down 0.43% from the previous month.

2024-08-09 18:09:08

Domestic construction conditions have not been significantly improved, coupled with insufficient new projects in most regions, the concrete market is still flat. From July 25th to July 31st, the national concrete price index closed at 115.36 points, down 0.59% from the previous month.

2024-08-02 17:29:53

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

Some regions in China are affected by high temperature and rain weather, coupled with insufficient new projects, the price of concrete is weakening. From July 11th to July 17th, the national concrete price index closed at 116.73 points, down 0.47% from the previous month.

2024-07-19 17:35:12

In the second quarter, the domestic rainwater was on the high side, coupled with the tight market funds, the supply and demand of the concrete industry were weak, and the National Commodity Concrete Price Index (CONCPI) fell by 3.35% annually, which was wider than the previous value.

2024-07-08 14:17:39

Rainwater in the south has decreased recently, but the growth rate of downstream construction demand is limited, and the price of concrete is mainly stable. From June 27th to July 3rd, the national concrete price index closed at 117.92 points, and the ring ratio remained stable.

2024-07-05 17:34:54

Many places in China reported that the rain weather increased, the market demand was weak, and the price of concrete was weak. From June 13th to June 19th, the national concrete price index closed at 118.15 points, down 0.20% from the previous month.

2024-06-21 17:53:57

Recently, domestic demand is still relatively flat, the cost pressure of mixing stations is increasing, and the Northeast continues to rise. As of June 7, the national concrete price index closed at 118.42 points, down 0.11% annually and 13.07% year-on-year.

2024-06-07 00:41:49

China Cement Network Market Data Center news, driven by raw materials in East China, Jiangsu, Zhejiang, Shanghai, Anhui and other places in the week notified an increase in cement prices of about 10-50 yuan/ton.

2024-05-24 15:36:57

Generally speaking, the regional trend shows the characteristics of "rising in the north and falling in the south", and the national market shocks downward.

2024-05-13 11:37:00

By the end of April 2024, the National Gravel Price Index (CSPI) closed at 82.95 points, down 0.73% annually and 4.24% year-on-year. The National Machine-Made Sand Price Index (MSPI) closed at 85.95 points, down 1.34% month-on-month and 7.87% year-on-year..

2024-05-08 16:53:52

At the beginning of April, the National Cement Price Index (CEMPI) was 104.8 points, closing at 108.1 points at the end of the month, up 2.51% annually and down 20.36% year-on-year.

2024-05-07 16:54:23

Rainwater in some regions of China is still on the high side, coupled with tight market funds, limited actual demand increment, coupled with weak cost-side support, concrete prices continue to fall. By the end of April, the National Concrete Price Index (CONCPI) had closed at 120.21 points, down 1.77% from the end of March and 13.35% from the same period last year.

2024-05-06 18:10:56

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

According to the data center of China Cement Market, major manufacturers in some areas of Jiangsu, Zhejiang, Shanghai and Anhui notified a general rise within a week.

2024-04-12 17:25:59

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

On April 7, the National Cement Price Index (CEMPI) closed at 104.94 points, down 0.48% annually and 25.37% year-on-year.

2024-04-07 21:18:28

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

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

国内受强寒潮天气影响,降温幅度较大,多数区域施工活动减弱,混凝土价格稳中有降。12月18日至12月22日,全国混凝土价格指数报收125.11点,环比下跌0.12%,同比跌幅为11.38%……

2023-12-22 15:53:42

2023年,下游终端市场仍然面临资金偏紧的局面,多数区域施工增量不及预期,加之上游企业竞争加剧,成本端支撑乏力,混凝土行业易跌难涨,效益进一步走弱……

2023-12-21 09:21:01

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

水泥市场震荡上涨;水泥行业专属对话大模型ChatCEM即将上线;撤销!海螺水泥多个新建熟料线项目何去何从

2023-12-05 15:44:14

11月初全国水泥价格指数(CEMPI)为109.69点,月末报收113.13点,环比上涨3.16%,同比下跌25.74%。

2023-12-01 17:06:06

水泥市场强弱分化凸显;李坤明:2025水泥需求或将打破平台期;海螺水泥矿山资源盘点与骨料业务发展分析;投资5亿!南通海螺年产240万方混凝土项目一期顺利通过竣工验收!

2023-12-01 16:16:05

中国水泥网水泥大数据研究院对近期江苏、安徽部分调涨水泥价格企业进行电话调研,了解实际情况,主要观点如下......

2023-11-30 11:00:36

总的来看,仅有少数地区仍在推涨,全国水泥价格行情止涨转跌。

2023-11-27 13:33:51

多地气温继续下降,局部地区雨雪天气明显,市场需求持续走弱,预计下周水泥价格弱稳运行。

2023-11-19 11:45:24

11月初以来,包括新疆、河北、内蒙古、浙江、江西、山东、广东、云南、贵州、重庆等在内,水泥价格不同幅度上调。

2023-11-13 09:42:48

本周五,全国水泥价格指数(CEMPI)报收110.82点,环比上涨0.25%,同比下跌28.09%。

2023-11-12 12:39:47

10月份,国内施工条件尚可,加之基建资金到位率提升,局部施工有所加快,但总体需求仍不及往年同期水平,混凝土价格涨跌幅度较小。截至10月底,全国混凝土价格指数(CONCPI)报收125.04点,较9月底下跌0.49%,与去年同期相比,价格跌幅为12.02%……

2023-11-01 16:35:31

10月初全国水泥价格指数(CEMPI)为106.53点,月末报收109.66点,环比上涨2.88%,同比下跌28.91%。

2023-11-01 16:29:16

但总的来看,全国水泥价格继续反弹。

2023-10-30 09:42:25

9月份,部分地区受成本驱动推涨水泥价格,但需求疲弱下涨价基础不牢。10月至今,多地需求恢复有限,水泥价格小幅上涨。各地企业继续通知上调水泥价格,但落实情况不一。市场需求销量一般,企业库存高位,涨价落实待观察。

2023-10-27 09:39:05

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

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.