即日起!一大批水泥企业进入停窑状态

2023-07-06 09:06:20

随着市场步入淡季,水泥需求持续走弱,全国多个省份为缓解库存压力、改善市场供需关系,同时为应对夏季用电高峰,相继发布新一轮水泥错峰生产计划。

随着市场步入淡季,水泥需求持续走弱,全国多个省份为缓解库存压力、改善市场供需关系,同时为应对夏季用电高峰,相继发布新一轮水泥错峰生产计划。

(图与本文无关)

江西省水泥协会发布《关于开展2023年7-8月份错峰生产及落实上半年补停有关工作要求的通知》,通知内容显示,7-8月份全省在产48条熟料生产线统一错峰生产计划暂按不少于13天开展,所有错峰计划须在8月31日之前全部落实。同时,对上半年错峰计划少停且仍未补停完的单位持续落实补停工作,确保各单位年度累计错峰生产计划停足停满。

山东省水泥协会发布《关于山东省水泥熟料企业开展7月份错峰生产的通知》要求2023年7月1日0:00—7月31日24:00期间,各水泥熟料企业每条熟料生产线错峰停窑15天,由企业确定具体方案报协会备案后实施;5月份错峰生产未停足时间的熟料生产线,须在本次错峰生产期间将欠停时间予以补齐。

重庆市经济和信息化委员会发布“关于印发水泥等行业迎峰度夏电力错峰生产工作方案的通知”。依据行业特点,在2023年7月1日00:00时至2023年8月31日24:00时期间,要求水泥熟料企业:31家企业46条熟料生产线平均错峰不低于30天(重庆海螺水泥有限责任公司协同处置垃圾生产线不参与错峰,东方希望重庆水泥有限公司采取不并网独立方式运行),水泥磨机错峰生产。

福建省工信厅要求各企业应结合实际,在春节、酷暑伏天、雨季和重大活动等时间段开展错峰生产,每条生产线全年错峰生产时间不少于65天。据市场反馈,在需求持续弱势情况下,今年福建省水泥企业错峰力度将有所增强,预计在120天左右。

四川省水泥协会要求全省89家全能线水泥企业109条水泥熟料生产线全部实行错峰生产。每条水泥熟料生产线年度错峰生产基准天数130天+X天(X为根据环保、能耗、减碳、环境敏感时期等因素在每季度临时调整停窑天数)。其中,三季度停窑40天。

云南省工信厅、生态环境厅联合发文表示,全省所有水泥熟料生产线,在春节、酷暑伏天、雨季、重大活动期间都应全面谋划有序开展错峰生产。对结构性矛盾相对突出的区域将采取重点错峰生产管理。全年计划100-150天左右,其中昭通、西双版纳、迪庆州停窑100天;怒江停窑130天;其余地区停窑150天。三季度计划完成60天。

与此同时,市场反馈,贵州三季度计划错峰停窑60天;

河北7月冀中南地区企业增加错峰生产10天;

陕西5-7月启动夏季错峰生产,停窑30天;

广东地区5月至8月,每个月停产15天左右...

此外,日前水泥行业大型企业领导人高质量发展峰会在北京金隅集团召开。中国建材、海螺集团、华润水泥、红狮集团、台泥等领导人均表示要强化行业自律,坚决执行常态化错峰生产政策,推动形成需求牵引供给、供给创造需求的高水平动态平衡。

业内表示,近期多地水泥企业陆续停窑,主要还是受需求因素影响。事实上,由于目前房地产开工情况较差,叠加前期基建项目陆续竣工且新开工项目较少,水泥需求释放收窄,水泥价格始终处于低位。预计到9月份,随着下游开工旺季的到来,水泥才会迎来供需两旺态势。

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Correlation

As a "veteran" of the industry, Li Wenxiu has personally experienced the ups and downs of the cement industry for decades. Faced with the current difficulties, Li Wenxiu believes that solidifying the market and share is the key to stabilizing the development trend of the industry, steadily promoting capacity removal and realizing the "soft landing" of the industry under the background of a sharp decline in demand. "The more the economic downturn, the more stable employment, stable income, capacity is inevitable, but how to go to capacity is the way we can choose, the current solidification of the market, solidification of share, to maintain the basic efficiency of the industry is very critical.".

2024-09-18 11:20:28

The Yangtze River Economic Zone is one of the most dynamic economic regions in China. There are 168 enterprises and 608 production lines in ten provinces and cities in the Yangtze River Basin, with a total clinker production capacity of 720 million tons. If we can take the lead in realizing the high-quality and healthy development of the cement industry in the Yangtze River Basin, the cement industry in other regions can also embark on the road of sound development.

2024-09-10 10:03:17

It is necessary to prevent and correct the vicious competition of "involution" and create a clean and healthy environment for the development of cement industry. Cement industry can not engage in "involution" vicious competition, "volume" can not afford to "volume" can not win. To respect the market, technology and talents, today's cement industry should maintain a rational and scientific attitude than ever before.

2024-09-09 15:42:19

Recently, leading enterprises in Chongqing's main urban area and western Chongqing have pushed up cement prices by 30-60 yuan/ton.

2024-09-03 17:09:57

Relevant data show that the industry lost about 1.2 billion yuan in the first half of the year, with sales falling by 11%. Conch Cement: In the first half of the year, the Company achieved an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit of RMB3.326 billion, representing a year-on-year decrease of 48.56%. Tapai Group: achieved operating income of RMB1.976 billion, representing a year-on-year decrease of 31.17%; net profit attributable to shareholders of the listed company was RMB226 million, representing a year-on-year decrease of 53.43%. It is expected that with the arrival of the traditional peak season of cement sales, the demand side will be better in the second half of the year than in the first half, and the price side is expected to continue to repair.

2024-08-30 10:06:24

According to the big data of China Cement Network, the price of cement in central Hebei has almost always been the highland of Hebei since this year, among which Baoding ranks first in Hebei. At the same time, the special terrain and the relatively high price make Jizhong become the coveted cement enterprises of the surrounding parties. Although there are six cement clinker enterprises in Baoding, which are mainly concentrated in three brands, it is difficult to control the price trend. Local cement enterprises in Tangshan have also said that Baoding and other Jizhong markets account for a large proportion of enterprise sales.

2024-08-29 16:09:34

From a supply perspective. In 2024, the cement industry still showed a trend of "serious overcapacity". Although the expectation of environmental protection and low carbon still maintains the trend of "continuous overweight", "normalization of staggered peak production" and "carbon peak" have some constraints on the compression of cement supply in most regions, due to the overall weakening of market demand, the original production intensity of compressed cement has been difficult to reverse the current contradiction between supply and demand in a large scale, and the market. The effect of regulation and control on the supply side of superimposed peak staggering production is weakened, and the market competition is further intensified.

2024-08-28 11:34:46

The company will pay close attention to the macroeconomic situation and industrial policies, optimize the strategic layout, promote the "vertical integration" expansion of the industrial chain, and build the ecological chain of the building materials industry. The company will deepen its main business, widely use digital intelligence technology and green technology, and promote the optimization and upgrading of the cement industry chain; Expand the industrial layout to promote the healthy development of the industry from the strategic height, expand the layout of the commercial concrete industry around the core areas, and further enhance the market influence and discourse power; precisely supplement the chain, combine the company's resource endowment, Industrial base, cultivate related diversified industries, and cultivate the second growth curve.

2024-08-28 11:00:03

Influenced by factors such as the continuous bottoming of real estate investment, the slowdown of infrastructure investment and the increase of seasonal rainfall in Jiangxi and the surrounding areas, the demand for cement in the market areas covered by Evergreen continued to be weak, the contradiction between supply and demand intensified competition, and the low price led to the continuous decline of industry efficiency. According to the Evergreen Announcement, through the organic combination of resource orientation and market regional characteristics, the company has achieved the integration of upstream and downstream development of the industrial chain.

2024-08-28 10:46:16

Jilin Provincial Building Materials Association advocates that enterprises in the industry should establish a sense of fair competition, abide by market rules, maintain good order in the industry, and resolutely resist unfair competition. At the same time, enterprises in the industry should strengthen their own construction, pay attention to technological innovation and brand building, and improve the quality of products and services, so as to improve the core competitiveness of enterprises.

2024-08-19 15:32:16

This lack of demand is the general trend of the economic cycle, which is irreversible in the short term. It is determined by the economic development cycle and is a problem in the process of development and transformation. The disorderly competition among enterprises leads to the meager profits of the whole industry. Therefore, we need to take the initiative to respond, maintain strategic strength, strengthen confidence in development, advocate the concept of fair competition and win-win cooperation, and jointly promote the healthy and orderly development of the industry.

2024-08-16 09:09:17

We should strengthen industry communication and enterprise dialogue, abandon the Cold War mentality, not vicious competition, not "cheap" products, not "involution" marketing, consciously resist the use of low-price dumping, loss-making sales and other improper means, jointly create a fair and stable market environment and competition order, build a good industry ecology, and reduce waste of resources and environmental pressure.

2024-08-12 11:33:12

According to China Cement Network Market Data Center, the market demand in southwest Sichuan and Chongqing continued to be weak, cement prices in some regions fell by 10-20 yuan/ton, and Yunnan-Guizhou region was mixed. The market demand continued to be weak due to the high temperature off-season in Sichuan and Chongqing, and some enterprises in Sichuan lowered the cement price to increase the shipment volume, while the original plan to raise the price in Chengdu was not implemented. The demand for cement in Chongqing is declining and the price is stable. Rainy weather in Yunnan is frequent, market demand is low, and prices in some areas have fallen after pushing up. Cement prices in Guizhou are generally stable.

2024-08-09 17:19:44

According to the China Cement Network Market Data Center news, the implementation of the rebound in cement prices in the Pearl River Delta region of central and southern Guangdong is not optimistic, and the Guangxi region is tepid. The market prices of the two lakes are basically stable, and there is a decline in some areas. Leading enterprises in Guangdong try to restore the price of cement, but under the influence of high temperature weather, the actual effect is not good. The rain weather in Guangxi is decreasing, the market demand is limited, the price is stable, and the local market is falling. Cement prices in Hubei are stable, and high temperatures affect demand. The Hunan area continues the high temperature, the demand is weak, the partial price falls. Affected by rainfall, the market demand in Henan is not good, and the price is stable.

2024-08-09 17:12:17

Shaanxi Guanzhong cement prices have reached the bottom and stabilized, the price war has eased, the market adjustment, the full recovery still needs time. Ningxia enterprises plan to raise prices by taking the opportunity of off-peak kiln shutdown, and the specific effect remains to be tested. Gansu, Qinghai and Xinjiang markets are stable, Xinjiang prices are stable, Gansu is partially fine-tuned and overall stable, Gansu will implement peak staggering and kiln shutdown, and market trends are concerned. The price of cement in Qinghai maintains the status quo without significant fluctuation.

2024-08-09 16:37:18

Guangxi and Fujian implement the "monthly settlement and monthly clearance" method for peak-staggering production, that is, at the end of this month, the number of peak-staggering production days for the next month is formulated. In the middle and last ten days of June, there were two rounds of price increases totaling 40 yuan, and in July, there was a pullback of 10-15 yuan yuan. At present, the implementation of peak-staggering production in Guangxi has alleviated the situation of oversupply and played a positive role in stabilizing the price of cement in the Pearl River Delta market.

2024-08-08 13:34:06

The introduction of the policy is a signal, which reveals the government's determination, but the real implementation still needs the joint efforts of all parties. Enterprises should respond positively, build self-discipline mechanism, start from themselves, and reduce excessive competition.

2024-08-07 10:54:49

Since the beginning of this year, enterprises around the country have generally increased their efforts to stagger the peak, but it is still not enough to reverse the imbalance between supply and demand. In the future, the cement industry may face a severe test.

2024-08-05 13:48:41

According to China Cement Market Data Center, the demand and sales in southwest China are sluggish, cement prices in Sichuan and Chongqing continue to fall, and some regions have fallen back to the level before the price increase in June. Some markets in the surrounding Yunnan-Guizhou region are still pushing up in the week, and the implementation remains to be observed.

2024-08-02 17:25:15

According to the China Cement Network Market Data Center, the price of cement in the Pearl River Delta region of Guangdong in central and southern China has recovered by 10-15 yuan/ton, and the quotation in Guangxi is temporarily stable. Prices in some areas of the two lakes have fallen in the early stage, and the overall market is mainly stable this week.

2024-08-02 17:16:26

According to the cement network market data center news, Ningxia prices continue to decline; Shaanxi region recently due to the contradiction between supply and demand and price competition led to a larger price reduction.

2024-08-02 16:39:35

At present, the cement industry needs to accumulate strength through "peak staggering to output", so as to be able to achieve "rational capacity removal" in the future.

2024-07-31 18:27:21

"There are two leading enterprises fighting in Guanzhong.".

2024-07-31 17:32:22

The implementation of the sharp increase in cement prices in Yunnan Province is worrying, and enterprises are also reducing the price increase in the actual implementation, and the final implementation has not reached an increase of 100 yuan/ton.

2024-07-31 11:41:20

On July 20, 2021, the Ministry of Industry and Information Technology issued a notice on the implementation measures of capacity replacement in the cement and glass industry. The revised Measures for the Implementation of Capacity Replacement in the Cement and Glass Industry will come into effect on August 1, 2021.

2024-07-24 12:08:35

In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).

2024-07-23 16:45:00

In the first half of 2024, affected by multiple factors such as the slowdown of national macroeconomic growth, the deep adjustment of real estate and the slowdown of capital construction, the company's operation was under deep pressure, and the three major businesses were facing an unprecedentedly severe and complex situation.

2024-07-19 13:19:57

According to the China Cement Network Market Data Center news, the northeast region continued to implement the staggered peak kiln shutdown, clinker supply shortage, 5-10 days to push up 50-60 yuan/ton.

2024-07-12 17:29:19

According to the cement network market data center news, thanks to the staggered peak kiln, most of the market is relatively stable.

2024-07-12 15:50:01

In the second quarter, especially since June, the cement market demand is gradually recovering, the cement price in some regions has improved significantly, and the performance of Jidong Cement is expected to be restored with the recovery of the industry.

2024-07-09 11:06:30

From 2015 to 2022, the whole seven-year window period, the industry did not think about how to put the capacity into practice, but continued to increase the actual capacity through various means.

2024-07-04 09:19:12

Shandong Province issued the Action Plan for Upgrading the Building Materials Industry (2024-2026), which aims to promote the green, low-carbon and high-quality development of the building materials industry. The action plan focuses on the cement industry and puts forward the tasks of stable growth, structural adjustment, digital transformation, green manufacturing and safety improvement.

2024-07-01 17:05:09

According to the data center of China Cement Market, the price of cement in Northeast China is generally stable, the demand is stable, and the expectation of off-peak kiln shutdown is good.

2024-06-28 17:09:41

According to the data center of China Cement Network, the cost of cement production has risen, and the price of cement in Dali and Lijiang areas of Yunnan has risen again by 30 yuan/ton. The market demand in Sichuan and Chongqing is weak, and local cement prices have fallen.

2024-06-28 17:06:31

Improve the position and look at the steady growth with the interests of the whole industry as the most important.

2024-06-26 15:44:51

Wang Jianchao believes that there are objective and subjective reasons for the current predicament of the cement industry.

2024-06-26 10:23:37

According to the cement network market data center news, this week, the price of cement in Northeast China is stable, the peak is over, and the kiln lines resume operation.

2024-06-21 16:28:46

Cement prices in Gansu and Qinghai were temporarily stable after rising this week, while the actual implementation range in Ningxia was narrowed, according to the cement market data center. The overall performance of Shaanxi market is stable.

2024-06-21 15:30:08

Strict implementation of off-peak production is an important reason for the rise of local cement prices.

2024-06-18 09:51:24

Strictly implement rigid and precise peak-staggering production, support the abolition of the peak-staggering production exemption policy, and contribute to the steady growth of regional industry benefits, energy conservation and carbon reduction, and the continuous improvement of atmospheric quality.

2024-06-17 10:16:53

According to the China Cement Network Market Data Center, the price of cement in some markets in Sichuan and Chongqing has been raised by 50-130 yuan/ton, which is a large increase, and the actual implementation remains to be observed.

2024-06-14 20:06:50

According to the China Cement Network Market Data Center, this week, the second round of cement prices in Guangxi began to rise by 30-40 yuan/ton in a month, while cement prices in Guangdong were mixed.

2024-06-14 19:47:39

According to China Cement Market Data Center, cement prices in Northwest China continue to rise under the influence of the new national standard and the policy of staggering peak and stopping kilns.

2024-06-14 17:35:49

According to the data center of China Cement Market, the price increase of cement in Northeast China has been well implemented, and the new national standard and peak staggering production support the market.

2024-06-07 17:05:38

According to the industry, the main reasons for the rise in cement prices in many places in this round are as follows: 1. Cement prices have been at the cost line in the early stage, and cement enterprises have a strong willingness to raise prices and reduce losses; 2. Most regions continue to carry out peak-shifting production measures, and the relationship between supply and demand in the market has improved; 3. The new national standard for cement will be implemented on June 1, and the implementation of the new national standard will increase the cost of cement production.

2024-05-31 09:52:50