前三季度水泥产量约930万吨 西藏水泥形势表现不错

2023-10-31 13:04:33

谈及未来水泥市场情况,一些当地水泥企业人士对未来三年西藏的水泥需求都持谨慎乐观态度。

近日,中国水泥网在与西藏多位水泥企业人士交流中获悉,不同于国内其他省市的需求断崖式下滑、“价格战”四起,西藏今年整体市场好于以往两年。

“截至目前我们企业水泥销量明显高于去年。”拉萨一水泥企业表示,不只我们一家企业,今年西藏不少水泥厂情况都好于前两年。昌都地区一水泥企业负责人在交流中称,今年市场需求表现不错。

据中国水泥网了解,近几年,西藏的水泥产量通常维持在一千万吨左右,2022年由于疫情影响,工程项目和水泥企业都停工,所以水泥产量下滑较多。数据显示,今年前三季度的水泥产量已经有928.65万吨。

“全年来看今年西藏水泥产量将达1200多万吨,但不会突破1300万吨。”一位长期跟踪调研当地市场的业内人士表示。

为何今年西藏水泥形势出现好转?西藏多位受访人士主要给出了两点原因。

一是供给端的限制。据了解,西藏熟料年实际年产能在1440万吨,从历史数据来看当地水泥需求保持在1200万吨,西藏整体熟料产能处于过剩状态。不过,去年以来,西藏地区开始执行错峰生产,客观上缓解了产能过剩问题。

二是水泥需求增加。在去年积压的水泥需求在今年得到释放的同时,今年公路、水电站、川藏铁路线等重大项目对水泥的需求带动较大。

“虽然水泥需求不错,但企业效益表现一般。”藏东一企业人士称,主要还是水泥生产成本高,西藏有的企业水泥生产成本达到了500元/吨,更有一些旧的生产线吨水泥成本在550元以上,所以整个利润空间并不是很大。

谈及未来水泥市场情况,一些当地水泥企业人士对未来三年西藏的水泥需求都持谨慎乐观态度。

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Correlation

With the support of special debt, the local capital situation has been improving and the downstream construction has been accelerated. In addition, the self-discipline awareness of enterprises has been strengthened, the intensity of peak staggering and production restriction has been strengthened, and the national cement prices continued to rise in October due to the favorable macro and real estate policies.

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The rising price of cement makes the cost of coagulation enterprises increase and the profit is constantly compressed. Most enterprises require cash payment for cement purchases, while concrete sales are mostly on credit, and the concrete merchants caught in the middle suffer at both ends. How can concrete enterprises go through this difficult cycle? One concrete business expresses with respect to two words, hold to, cross cycle with firm belief, up to be good.

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In September, real estate investment continued to decline, infrastructure funds in place were insufficient, and some areas were greatly affected by typhoons and heavy rainfall, terminal demand was still relatively low, Jinjiu market expectations failed, but at the end of the month, affected by peak staggering and production reduction, the Yangtze River Delta region sharply pushed up cement and clinker prices, and the national cement prices rose. In October, on the supply side, it is expected that the supply side will be relatively stable, the terminal demand will continue to improve, and the overall cement price in October will show a strong trend of volatility.

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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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The industry must rationally face the current situation of insufficient demand.

2024-07-29 15:09:40

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2024-07-16 14:11:29

According to the data center of China Cement Market, the price of cement in Guangdong and Guangxi markets has been stable this week, and the price in Hainan has fallen sharply. Prices in Hubei are mainly stable, while prices in Changsha-Zhuzhou-Xiangtan are falling.

2024-07-12 17:23:24

With frequent high temperature and rain weather, the building materials market has entered the off-season of traditional demand.

2024-07-08 16:16:39

Cement and aggregate are "grasshoppers on a rope".

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2024-06-05 15:52:55

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2024-05-30 16:02:02

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2024-05-28 15:13:17

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2024-05-21 09:52:34

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2024-05-16 09:26:05

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2024-05-13 15:30:38

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