湖南:预计全省水泥市场价格将继续稳中有涨

2023-03-13 13:21:21

展望后市,3月以后水泥行业旺季来临,下游行业复工复产情况良好,水泥市场逐步回暖,出货量将保持上升态势,已开工项目将陆续产生较多实物量。

2023年第9周(2月20日-26日),据湖南省商务厅对全省生产资料流通市场监测数据显示,与前一周比(以下皆同),所监测的品种样本销售均价以涨为主。监测样本大类呈现4涨2跌1平的态势,其中钢材、煤炭、成品油、有色金属市场价格上涨;化肥、化工产品价格下跌;水泥价格持平。具体监测情况如下:

一、钢材市场价格上涨1.3%

全省钢材销售均价4668.37元/吨,上涨1.3%,同比下跌12.7%。分品种看,建筑钢材销售均价4589.95元/吨,上涨1.1%,同比下跌11.2%;板材销售均价4666.84元/吨,上涨1.8%,同比下跌12.6%;管材销售均价5020元/吨,上涨1%,同比下跌11.5%;大中型材销售均价4553.27元/吨,上涨1%,同比下跌14.8%。

全省钢材市场价格上涨,市场成交基本恢复正常状态,部分建筑钢材、中厚板经销商日均出货量分别约650吨和750吨。市场库存普遍下降,据对长沙市场钢材库存量跟踪调查显示,建筑钢材市场库存总量约35.1万吨,下降0.3万吨,其中螺纹钢和线材库存量分别约23.8万吨和11.3万吨,分别下降0.2万吨和0.1万吨;热轧板卷库存量约11.2万吨,冷轧板卷约1.9万吨,分别下降1.1万吨和0.1万吨;中厚板库存量约4.5万吨,下降0.5万吨。

全省钢材市场价格上涨的主要原因,一是钢材市场成交活跃度上升。随着下游行业需求逐步启动,钢材成交量持续上升,钢厂库存向市场转移加快,市场拿货积极性较高,市场心态普遍较谨慎乐观;二是市场新到资源成本较高,对钢材价格有较强支撑。铁矿石、钢坯、废钢、焦煤价格震荡上涨,本周涟钢对湖南地区冷、热轧板卷出厂价格分别上调50元/吨和60元/吨,说明成本上升。

对后期钢材市场价格走势的研判重点关注两个方面,一是钢材市场库存以及成交量的变化情况;二是钢厂产能回升受制于盈利的情况。

综上所述,当前全省钢材市场总体呈现“产能回升、成交好转、库存下降”的特征。预计下周全省钢材市场价格将继续以震荡上涨为主。

二、煤炭市场价格上涨1.6%

全省煤炭销售均价1221.08元/吨,上涨1.6%,同比上涨3.5%。分品种看,无烟煤销售均价1634元/吨,上涨0.7%,同比上涨3.2%;烟煤销售均价1014.63元/吨,上涨2.3%,同比上涨3.8%。

全省煤炭价格结束连续两周下降后呈上涨态势,市场库存下降。煤价上涨的主要原因,一是受某地煤矿事故影响,煤炭行业安监力度趋严,后期煤炭供应收紧的预期增强,对煤炭价格起到推升作用。湖南省煤炭资源禀赋不足,对外依存度偏高,煤炭保供稳价压力长期存在;二是工业用煤需求稳步回升。近期钢铁、化工、水泥等行业逐步复苏,随着工业企业产能开工率持续上升以及市场部分抄底需求释放,用煤量增加。

对后期煤炭市场价格走势的研判,一是当前全省稳增长政策延续,流动性保持宽松,煤炭需求总体保持高位水平;二是在煤矿安监趋严、市场需求预期偏好等因素的影响下,市场心态普遍谨慎乐观。但煤炭市场价格上涨后下游接受程度提升缓慢,市场成交量有限,后市不确定性因素增加。预计下周全省煤炭市场价格将继续呈震荡偏强态势运行,涨幅趋缓。

三、成品油批零价格分别上涨1.1%和持平

全省成品油批发销售均价9222.91元/吨,上涨1.1%,同比下跌3.1%,零售销售均价7.87元/吨,持平,同比下跌0.8%。分品种看,汽油批零均价分别为9451.47元/吨和7.97元/升,分别上涨1.4%和持平,同比分别下跌3.9%和0.7%;柴油批零均价分别为8308.7元/吨和7.5元/升,分别下跌0.1%和持平,同比分别上涨1.1%和下跌0.5%。

全省成品油批零价格稳中有涨,其中成品油批发价格上涨,零售价格继续持平。受季节性成品油装置检修影响,炼厂开工率有所下滑,主营炼厂挺价意愿较浓。展望后市,全省春耕用油需求有支撑,但美联储加息幅度以及俄乌局势对成品油价格走势具有不确定性,预计下周全省成品油批零价格将呈震荡偏弱的态势。

四、化肥市场价格下跌1%

全省化肥销售均价3374.4元/吨,下跌1%,同比上涨5.6%。分品种看,氮肥销售均价2900.66元/吨,下跌0.5%,同比上涨3.5%;磷肥销售均价3263.6元/吨,下跌1.6%,同比上涨4.6%;钾肥销售均价3690.38元/吨,下跌1.2%,同比上涨6.2%;三元复合肥销售均价3326.99元/吨,下跌0.4%,同比上涨7.3%。

全省化肥市场价格结束连续两周上涨后呈下跌态势,供应面充裕,市场库存逐步增加。保供稳价政策落到实处、优惠措施出台是化肥价格下跌的主要原因。展望后市,一方面原材料价格基本箱体波动,大幅上涨或下跌的可能性均不大,成本压力尚存;另一方面,目前春耕备耕进入关键时期,化肥正值消费旺季,需求逐步升温;再者,国储肥释放在即,后期化肥供应量增加趋势不减。预计下周全省化肥市场价格将呈稳中小幅震荡的态势。

五、水泥市场价格持平

全省水泥销售均价398.18元/吨,基本持平,同比下跌13.8%。分品种看,普通硅酸盐水泥销售均价为390.69元/吨,下跌0.1%,同比下跌13.7%;复合硅酸盐水泥销售均价为405.67元/吨,持平,同比下跌13.8%。

全省水泥市场价格结束连续两周上涨后呈平稳态势,市场需求继续恢复。目前全省新型干法水泥熟料生产线2023年一季度错峰生产安排已出台,59家水泥生产企业一季度错峰生产停窑应停天数最长的为51天,累计应停1443天。由此可见,今年一季度全省水泥错峰生产力度有所加强,市场库存压力不大,全省水泥供应可控。

展望后市,3月以后水泥行业旺季来临,下游行业复工复产情况良好,水泥市场逐步回暖,出货量将保持上升态势,已开工项目将陆续产生较多实物量。叠加水泥供应可控,成本高企,预计全省水泥市场价格将继续稳中有涨。

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Correlation

On October 24, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was held in Wuhu, Anhui Province. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Materials Co., Ltd., Li Jian, Associate Researcher of Chinese Academy of Environmental Sciences, Fan Yueming, Professor of South China University of Technology, Zhuge Wenda, Chairman of Leishan Cement Co., Ltd., Century Xinfeng, Hubei, Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center.

2024-10-24 16:55:38

The cement industry has been clearly included in the carbon emissions trading market in 2024. Cement enterprises need to comprehensively and accurately understand the relevant regulations and guidelines. According to the actual situation of the enterprises themselves, they should seek advantages and avoid disadvantages, turn inward, practice hard, continuously reduce their carbon emissions per ton of clinker, reduce the production cost of clinker, and win in the current industry trend. So that their enterprises can survive and develop better.

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Many contents in the Plan are closely related to the cement industry, such as continuously promoting the reduction of excess capacity and capacity replacement, transformation and upgrading of the cement industry; promoting new energy medium and heavy trucks in the cement industry and developing zero-emission freight fleets; striving to complete the treatment of ultra-low emission transformation projects of cement clinker and coking enterprises in key cities by 2025; To study the multi-source and whole-process control and monitoring and supervision technology of volatile organic compounds, and to carry out research on key technologies of pollution reduction and carbon reduction in key industries such as parks, cement and steel.

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In the first half of 2024, Conch Cement realized an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit attributable to parent company of RMB3.326 billion, representing a year-on-year decrease of 48.56%.

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We need to establish the core values of "others earn more, I can earn more" to guide production and operation. In the short run, only by actively limiting production and restoring the balance of supply and demand in the weak market, can the cement industry achieve a recovery in efficiency. Without enough initiative and consistency to limit production, all those who talk about the price of cement are cheaters and hooligans, and they can not succeed.

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Promote large-scale and intensive management, improve the relationship between supply and demand, and prevent involution competition.

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Cement Network officially released the National Water Slag Price Index.

2024-08-01 15:54:02

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On June 13, the 11th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference and Equipment Renewal Forum, sponsored by China Cement Network, was held in Nanjing, Jiangsu Province.

2024-06-13 16:36:33

According to the market data of China Cement Net, the cement price in Beijing-Tianjin-Hebei region and Shanxi region has been raised by 30-50 yuan/ton, and the price implementation of demand weakening remains to be observed; the western region of Inner Mongolia has also been notified to raise the cement price by 20-50 yuan/ton, which has been implemented steadily and steadily.

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It is pointed out in the plan that the standard of carbon footprint accounting rules for key products will be issued. Priority should be given to key products such as iron and steel, electrolytic aluminium and cement, and accounting rules and standards should be formulated and issued.

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By the end of 2025, the proportion of production capacity above the benchmark level of energy efficiency in cement and ceramics industries will reach 30%, that of production capacity above the benchmark level of energy efficiency in flat glass industry will reach 20%, and that of production capacity below the benchmark level of energy efficiency in building materials industry will be completed or eliminated.

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By the end of 2025, 50% of the cement clinker production capacity in the whole region will be transformed; by the end of 2028, the cement clinker production enterprises in the whole region will be basically transformed.

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In 2023, the company achieved an output value of 5.6 billion yuan and a profit of 400 million yuan, an increase of 5.6% and 3.1% respectively over the previous year.

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Building a beautiful China is an important goal of building a socialist modern country in an all-round way and an important part of realizing the great rejuvenation of the Chinese nation.

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Recently, Xingtai, Handan, Baoding, Langfang, Hengshui, Cangzhou and Dingzhou issued notices to launch emergency response to heavily polluted weather.

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Over the past ten years, Conch Cement has adhered to the new development concept, constructed a new development pattern, closely followed the pulse of the times, seized strategic opportunities, and firmly sailed to the vast new blue sea as a pioneer, drawing a magnificent picture of the high-quality development of the "one belt and one road".

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以建材等特色行业为重点,引导企业对标国际先进水平实施绿色化改造。

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2023-05-05 14:32:38