福建春驰集团董事长邱景河:去产能刻不容缓 节能降耗是主流发展方向

2023-03-13 13:39:23

邱景河认为,当前水泥行业面临的最严重问题依然是产能过剩,去产能已是刻不容缓,全行业需共同努力推进水泥产业的结构性调整。同时,在产能过剩的背景下,部分企业崇尚丛林法则,采取低价倾销,恶意扩张的市场策略,破坏了区域市场竞合关系,对水泥行业发展造成了不利影响。

2022年以来,受房地产下行、疫情多点散发等因素影响,水泥行业面临着极其严峻的挑战。而在诸多行情低迷的省份中,福建显得尤为严重。

从中国水泥网长期跟踪的华东地区市场来看,目前福建省的水泥价格远低于周边的浙江、江西、广东等省,已然是华东地区水泥价格洼地。

 

水泥行业如何摆脱当前困境?福建水泥行业又该何去何从?福建春驰集团董事长邱景河向中国水泥网分享了他的看法。

邱景河认为,当前水泥行业面临的最严重问题依然是产能过剩,去产能已是刻不容缓,全行业需共同努力推进水泥产业的结构性调整。同时,在产能过剩的背景下,部分企业崇尚丛林法则,采取低价倾销,恶意扩张的市场策略,破坏了区域市场竞合关系,对水泥行业发展造成了不利影响。

除此外,煤价也是制约福建水泥行业稳健发展的重要因素之一,2022年煤价最高时甚至占到了水泥生产成本的三分之二。在如此高企的能源成本面前,邱景河认为节能降耗、绿色发展会是水泥行业的主流发展方向。

资料显示,福建春驰集团创建于1993年,拥有建材、房地产等多家子公司。春驰集团拥有的新丰水泥有限公司、国产实业水泥有限公司、长汀鑫港商品混凝土有限公司、龙岩紫金山体育公园投资开发有限公司,水泥年产量达到1000万吨。生产的“春驰”、“新丰”、“福龙”、“十大”、“路达”水泥深得消费者信赖,连年实现了“出厂水泥合格率、富裕强度合格率、袋重合格率、一等品率”四个百分之百。为加强生态环保建设、践行绿色发展理念,春驰集团持续强化绿色先进工艺技术创新和改造,建设花园式工厂。

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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

According to China Cement Market Data Center News, in the central and southern regions, this week, Guangdong Pearl River Delta and Hainan regions continue to push up the cement price by 30-60 yuan/ton, and the implementation will wait and see; Guangxi region is planning to push up the cement price by 30-50 yuan/ton. After the two lakes region experienced many times of pushing up, the price was temporarily stable this week.

2024-11-01 17:35:36

According to China Cement Market Data Center, the demand in Sichuan and Chongqing in Southwest China has improved, and the cement price has been steadily promoted; the price increase in Yunnan and Guizhou may be blocked. It is understood that the fourth quarter of Yunnan plans to implement peak staggering production for 51-60 days, affected by the policy, the output of enterprises in the region has declined, and the inventory has declined slightly.

2024-10-18 17:38:28

According to the data center of China Cement Market, cement prices in many places in East China continue to rise, and prices in some areas show signs of falling, and the specific situation needs to be tracked. For example, cement prices in Jiangxi are basically stable this week. Since the 8th, all parts of Jiangxi have been notified to push up the cement price by 20-30 yuan/ton. At present, the market is generally in a stable state after the price increase, and the price has not fluctuated significantly.

2024-10-18 17:33:36

Vietnam is the largest exporter of cement and clinker, with an annual export of 30 million tons of cement and clinker. China, the Philippines and Bangladesh are the main export countries of Vietnam in Asia. With the decrease of China's demand, the export of cement and clinker from Vietnam to China has also declined. Vietnam is now increasing the export of cement and clinker to the Philippines and Bangladesh. To make up for the loss of market share of cement and clinker exported to China.

2024-10-15 13:07:56

Affected by typhoon weather, demand is weakening, and concrete prices are mainly stable.

2024-09-20 16:46:57

Most regions in China are affected by capital factors, lack of construction increment downstream, no improvement in concrete market demand, and downward pressure on local quotations. From August 22 to August 28, the national concrete price index closed at 113.68 points, down 0.42% annually and 11.12% year-on-year.

2024-08-30 17:31:27

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

Due to the continuous high temperature weather in Jiangsu and Zhejiang, the demand of construction industry has weakened, resulting in a general decline in cement sales, and the price of cement in some areas has dropped by 20-35 yuan/ton, among which Yangzhou, Taizhou, Huaian, Nanjing, Zhenjiang and other places in Jiangsu have been greatly affected. Due to the high temperature weather in Anhui, the construction site slowed down, the demand was weak, and the cement price in Ma'anshan, Chuzhou, Hefei and other areas was reduced by 10-20 yuan/ton. Cement prices in Zaozhuang, Linyi, Jining, Tai'an and other places fell by 10-30 yuan/ton due to cloudy weather and the resumption of clinker production in Shandong.

2024-08-09 16:18:24

Demand is declining, supply is increasing, and the price of sand and gravel industry is adjusted in an all-round way.

2024-07-31 15:56:20

According to the China Cement Network Market Data Center news, many off-peak production, in order to reduce inventory pressure, cement prices slightly declined signs.

2024-07-19 15:20:00

According to the market data of China Cement Network, the cement industry in Beijing-Tianjin-Tangshan region is facing double pressures of raw material contraction and off-season demand.

2024-07-05 16:18:06

According to the cement network market data center news, the overall market is stable and weak, some enterprises in Hanzhong area of Shaanxi Province notified an increase in cement prices by 50 yuan/ton, the implementation remains to be observed.

2024-07-05 16:15:11

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-07-05 16:08:54

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-06-28 15:27:41

According to China Cement Network Market Data Center, after entering the Meiyu season, with the continuous rainfall causing many construction sites to be blocked, the demand for cement has decreased significantly, the market has entered a downturn, and cement prices in many places have fallen this week.

2024-06-21 15:20:15

According to the data center of China Cement Market, the high temperature weather continues, the demand is flat, and the price has stabilized in many places.

2024-06-14 19:37:39

According to the data center of China Cement Market, in the traditional off-season of June, demand has declined, and cement prices around the country have fallen.

2024-06-07 13:59:27

According to the data center of China Cement Market, the new national standard will be launched soon, and enterprises all over the country are expected to push up in the week.

2024-05-31 16:25:59

Taiwan's cement industry has experienced a complete life cycle from germination, growth, prosperity to recession. Study Taiwan cement industry from the development since demand drops period, have draw lessons from a meaning very much to market of current mainland cement.

2024-05-28 11:53:23

Affected by insufficient infrastructure support and the continuous downturn of real estate, the demand of cement industry continued to be weak throughout the year. In 2023, the national cement output was 2.023 billion tons, down 5% from the same period last year. Under the influence of the decline in demand, the contradiction of excess capacity was further intensified, the market competition was extremely fierce, the price of cement dropped significantly, the industry profit shrank sharply again, the annual profit dropped by more than 50%, the development of the cement industry entered an unprecedented difficult period, and many companies suffered heavy losses.

2024-05-23 14:01:48

According to incomplete statistics, there are about 34 listed companies developing commercial mixing business in A-share motherboard, Hong Kong stock and Taiwan stock, of which 8 companies take commercial mixing as their main business.

2024-05-21 17:09:01

Sales of cement, clinker, concrete and aggregate in the first quarter of China Resources Building Materials Technology increased. Among them, the total sales volume of cement clinker is about 1303 The sales volume of concrete was 2.3 million cubic meters, representing a year-on-year increase of 50.16%, and the sales volume of aggregate was 14.16 million tons, representing a year-on-year increase of 169.5%.

2024-05-07 14:53:43

Enterprises with strong competitiveness and rapid response to the external environment can win the future.

2024-03-19 15:10:10

Generally speaking, the main reason for the decline in volume and price in Fujian Province in 2023 is the sharp contradiction between supply and demand.

2024-03-06 15:16:32

By the end of February, the National Gravel Price Index (CSPI) closed at 83.51 points, down 0.98% annually and 2.60% year-on-year. The National Machine-made Sand Price Index (MSPI) closed at 87.33 points, down 1.14% annually and 5.89% year-on-year.

2024-03-06 09:51:50

Qiu Jinghe pointed out that in recent years, cement sales in Fujian Province have basically stabilized at a scale of 100 million tons, but affected by the adjustment of the real estate market, cement sales in Fujian Province declined significantly last year, with a decrease of about 30 million tons, of which Chunchi Group's cement clinker sales were about 2.4 million tons.

2024-03-01 13:18:23

The industry should not continue to rely on off-peak production as a shelter, but should take the initiative to adopt market-oriented means to eliminate backward production capacity with high energy consumption and low efficiency through market competition, so as to fundamentally solve the persistent problem of overcapacity.

2024-02-28 22:09:21

According to the data center of China Cement Market, this week, the provinces in East China began to gradually enter the peak period of kiln shutdown. Prices in Jiangsu, Zhejiang, Shanghai and Anhui showed signs of decline in the week, while quotations in Fujian and Shandong were temporarily stable in the week.

2024-01-12 16:42:37

CNBM is a comprehensive building materials enterprise, and the aggregate business is an extension of the cement business of the company's basic building materials sector.

2024-01-03 11:33:34

[水泥大数据研究院]水泥产业链指数运行周报(2023.12.15)

2023-12-15 17:18:06

截至11月底,全国碎石价格指数(CSPI)报收84.54点,环比上涨0.45%,同比下跌6.09%。全国机制砂价格指数(MSPI)报收88.96点,环比上涨0.82%,同比下跌7.26%。

2023-12-04 11:54:11

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

据中国水泥网行情数据中心消息,

2023-09-22 17:50:12

2023年上半年,福建水泥实现营业收入10.26亿元,同比下降13.96%,归属于母公司净利润-1.33亿元,同比减少50.01%。

2023-08-30 11:33:35

2023年上半年,华润水泥实现营业收入121.73亿港元,同比减少24.5%,归属于母公司净利润6.21亿港元,同比下降65.6%,毛利率15.63%,比去年同期下降4.86个百分点。

2023-08-23 11:35:40

2023年上半年度国内砂石价格整体弱势运行。截至6月底,全国碎石价格指数报收85.49点,同比下跌8.37%。全国机制砂价格指数报收90.98点,同比下跌6.72%。一季度砂石价格呈下降趋势,随后砂石价格在短时间内回升,但二季度砂石价格跌幅加大。

2023-08-08 09:07:52

吉林地区受间接性雨水天气影响,工地及搅拌站等开工有所受限,市场需求表现不佳,企业出货量低迷,库存有所回升。

2023-08-04 17:14:04

本周五,全国水泥价格指数(CEMPI)报收112.87点,环比下跌2.15%,同比下跌21.1%。

2023-07-15 09:19:02

据中国水泥网行情数据消息,海南地区市场需求略有好转,本周岛内主导企业通知上调水泥价格30元/吨,两广及两湖局部市场水泥价格继续小幅下调10-20元/吨。

2023-07-14 18:19:44

据中国水泥网行情数据中心消息,高温及雨水等天气影响,终端市场需求表现疲软,企业库存高位承压。为维护市场淡季份额,周内华东长三角多地一些企业水泥价格继续弱势下行10-40元/吨,其中部分袋装降幅较大。

2023-07-14 18:14:21

四川地区限电、减产部分市场复价上调水泥价格30元/吨。

2023-07-14 18:03:15

[水泥大数据研究院]水泥产业链指数运行周报(2023.7.14)

2023-07-14 17:36:17

国内普遍处于高温多雨的淡季状态,下游施工强度偏低,混凝土出货量多有下滑,混凝土价格稳中有降。本周全国混凝土价格指数报收132.11点,环比下跌0.20%,同比跌幅为8.75%……

2023-07-14 17:17:52

“新老企业矛盾将加剧,未来市场竞争不可避免。”

2023-07-14 16:46:16

6月进入传统淡季,全国砂石需求趋弱运行,整体价格继续小幅下行

2023-07-10 15:05:44

7月7日,全国玻璃价格指数报收127.27点,环比下跌1.76%……

2023-07-10 15:05:39

本周五,全国水泥价格指数(CEMPI)报收115.35点,环比下跌1.92%,同比下跌19.71%。

2023-07-07 18:24:55

面对处于“寒冬”的行情态势,一些企业撑不住退出了水泥的历史舞台。

2023-07-05 15:33:49

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.