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

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2025-02-28 16:16:39

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2025-02-18 15:00:01

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2025-02-14 17:21:13

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2025-02-12 16:43:40

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2024-12-20 17:55:11

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2024-12-20 17:49:52

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Sincerely hope that colleagues, the future of the cement industry where to go, carry out a big discussion within the industry, brainstorm, and work together to break the situation!

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2024-11-08 17:23:08

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2024-11-01 09:52:46

Faced with the complex and severe new cycle of the current cement market, how should the cement industry fight against involution and seek breakthroughs in the future? This topic triggered a heated discussion among the participants.