产业峰会|祝萧芸:2023砂石需求偏稳运行,价格中枢或仍将小幅下移

2023-03-16 17:59:56

中国水泥网·水泥大数据研究院高级分析师祝萧芸为峰会带来了2022年砂石行业运行分析及后市展望的精彩分享。

3月16日,在中国水泥网主办的“2023中国水泥产业峰会”上,中国水泥网·水泥大数据研究院高级分析师祝萧芸为峰会带来了2022年砂石行业运行分析及后市展望的精彩分享。

砂石需求方面,祝萧芸表示2022年全年砂石需求降幅明显。北方重点市场表现一般,沿江沿海以跌为主,长江中下游下滑比较明显,2022年上海市建设砂石用量同比下降超20%。

单个矿权平均资源储量增加,广东成出让总储量最大的省份。2022年广东成交矿权的资源储量同比增长超300%,达到50亿吨以上。

对于砂石行业后市展望,祝萧芸预期2023年需求同比偏稳运行,价格中枢或仍将小幅下移。对此,她提出了三点建议:

1、产能过剩问题日益严峻,对于沿江沿海的热门地区,企业拿矿更应谨慎。

2、价格进入下行区间,高毛利时代或将过去,成本端控制应得到更多重视。

3、尽管基建端砂石需求仍保持较强势头,但诸多基建项目采用自有砂石,该部分需求对市场难有提振作用,砂石生产企业应冷静看待砂石需求的恢复。

All can be viewed after purchase
Correlation

Recently, the domestic market demand has recovered slightly compared with the previous period, but the overall level is still significantly lower than same period in previous years, and the price of concrete before the Mid-Autumn Festival is mainly a smooth transition. From September 5th to September 11th, the national concrete price index closed at 113.17 points, and the ring ratio remained stable, with a year-on-year decline of 10.81%.

2024-09-14 19:27:38

Recently, the price of raw materials has shown an upward trend again, but due to the lack of new orders in the concrete market and the fierce competition among enterprises, the focus of transactions continues to decline steadily. From August 29 to September 4, the national concrete price index closed at 113.17 points, down 0.45% annually and 11.09% year-on-year.

2024-09-06 17:22:16

However, in the semi-annual reports issued by major cement listed companies, despite the sharp decline in profits of the cement sector, the development of the aggregate sector is still steady. China Cement Network data show that in the first half of 2024, the demand for aggregate for concrete fell 10.8% year-on-year, with a total demand of 6.25 billion tons, dragged down by both downstream infrastructure and real estate. Therefore, how long the aggregate can support cement enterprises is indeed a pessimistic unknown.

2024-09-04 09:39:36

In August, the market outlook was weak, inventory pressure increased, demand was low..

2024-08-07 14:09:46

Domestic construction conditions have not been significantly improved, coupled with insufficient new projects in most regions, the concrete market is still flat. From July 25th to July 31st, the national concrete price index closed at 115.36 points, down 0.59% from the previous month.

2024-08-02 17:29:53

According to the China Cement Network Market Data Center, the shutdown of kilns in Liaoning, Northeast China, was extended to 20 days in August, the overall price was high and stable, the demand performance was not good, and the momentum to push up again was insufficient.

2024-08-02 17:28:08

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 market data of China Cement Network, affected by the high temperature weather and rainy season, the demand performance of Beijing-Tianjin-Hebei region is flat and the price is weak.

2024-08-02 17:12:52

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

According to the data center of China Cement Market, due to the low ex-factory prices in various regions, some regions began to resume pricing this week.

2024-08-02 16:30:32

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

Rainfall continued in many parts of the country, local typhoons invaded, downstream construction was slow, and concrete prices fell steadily. From July 18th to July 24th, the national concrete price index closed at 116.05 points, down 0.58%.

2024-07-26 20:17:51

According to China Cement Network Market Data Center news, Guangdong, Hubei individual market notice to raise cement prices by 30-50 yuan/ton, the implementation remains to be observed. Cement quotations in other areas are basically stable and small.

2024-07-26 16:42:59

In order to reduce inventory pressure, cement prices showed signs of a slight decline.

2024-07-26 15:37:00

Shaanxi Guanzhong and Ningxia markets continued to fall.

2024-07-26 15:34:14

The main areas of central and southern Hebei have been notified to raise the price of cement by 30-50 yuan/ton. At present, the demand is general, and the implementation remains to be observed.

2024-07-26 15:29:35

Market demand is weak and prices are stable and weak.

2024-07-26 14:32:16

Some regions in China are affected by high temperature and rain weather, coupled with insufficient new projects, the price of concrete is weakening. From July 11th to July 17th, the national concrete price index closed at 116.73 points, down 0.47% from the previous month.

2024-07-19 17:35:12

Recently, the domestic rain belt has moved northward, the market demand in most regions is still weak, and the price of concrete is stable and weak. From July 4th to July 10th, the national concrete price index closed at 117.28 points, down 0.54% from the previous month.

2024-07-12 17:29:18

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

Raw material prices are rising, and concrete prices are mainly stable..

2024-07-12 14:42:11

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".

2024-07-05 11:41:59

The contradiction between supply and demand intensifies, and the price prospect of natural sand is worrying.

2024-06-26 15:22:12

Cement Big Data Research Institute of China Cement Network has recently conducted online research on some sand and gravel enterprises.

2024-06-25 16:50:21

Many places in China reported that the rain weather increased, the market demand was weak, and the price of concrete was weak. From June 13th to June 19th, the national concrete price index closed at 118.15 points, down 0.20% from the previous month.

2024-06-21 17:53:57

What is the driving force for the development of the next curve of the cement industry? Through the transformation and development of new quality productivity, the second curve of cement industry will be created to achieve a new leap forward in economic and social benefits.

2024-06-19 09:24:26

After the festival, the market demand in most regions tends to be weak, and the focus of concrete transactions is mainly stable. As of June 12, the national concrete price index closed at 118.39 points, down 0.03% annually and 12.69% year-on-year.

2024-06-14 17:35:49

Driven by the rising price of raw materials, the price of concrete in some markets has risen.

2024-06-14 16:10:12

Hebei concrete market is stable and needs to be changed, while weak demand in Shanxi and Inner Mongolia restrains prices.

2024-06-14 15:32:24

Recently, domestic demand is still relatively flat, the cost pressure of mixing stations is increasing, and the Northeast continues to rise. As of June 7, the national concrete price index closed at 118.42 points, down 0.11% annually and 13.07% year-on-year.

2024-06-07 00:41:49

Looking forward to June, many regions will increase the intensity of kiln shutdown in the off-season. It is expected that the supply will shrink, the inventory will decline, and the cement price will fluctuate slightly.

2024-06-05 15:52:55

What impact will the new standard bring to the production of cement industry? What changes should cement enterprises focus on?

2024-06-01 10:12:06

Recently, there is still too much rain in some regions of China, and the demand for concrete market is running at a low level, but the overall price decline has narrowed due to the impact of cost support. From May 27 to May 31, the national concrete price index closed at 118.55 points, down 0.31% annually and 13.61% year-on-year.

2024-05-31 17:14:10

Cement Big Data Research Institute of China Cement Network has recently conducted online research on some sand and gravel enterprises.

2024-05-30 17:03:14

According to the incomplete statistics of China Cement Network, there are about 24 companies with aggregate business in A-share motherboard and Hong Kong listed companies, of which 16 listed companies disclose specific aggregate income..

2024-05-28 16:59:57

Illegal Sand Mining Incident in Dongting Lake Reserve Caused More than 2000 Mu of Mengjiang Beach to Be Hollowed Out..

2024-05-28 13:41:21

The market demand performance is general, and the commercial mixed market is expected to decline.

2024-05-17 15:40:53

Recently, the price of natural sand along the Yangtze River has dropped slightly, and the Cement Big Data Research Institute of China Cement Network has conducted online research on some sand and gravel enterprises..

2024-05-14 16:18:11

Enterprises are under great pressure to operate and actively raise the price of cement, but the foundation of price increase is not stable.

2024-05-09 13:05:55

By the end of April 2024, the National Gravel Price Index (CSPI) closed at 82.95 points, down 0.73% annually and 4.24% year-on-year. The National Machine-Made Sand Price Index (MSPI) closed at 85.95 points, down 1.34% month-on-month and 7.87% year-on-year..

2024-05-08 16:53:52

Rainwater in some regions of China is still on the high side, coupled with tight market funds, limited actual demand increment, coupled with weak cost-side support, concrete prices continue to fall. By the end of April, the National Concrete Price Index (CONCPI) had closed at 120.21 points, down 1.77% from the end of March and 13.35% from the same period last year.

2024-05-06 18:10:56

In the first quarter of 2024, the demand for infrastructure fell short of expectations, housing projects continued to shrink, and the concrete industry continued to weaken. By the end of March, the National Concrete Price Index (CONCPI) closed at 122.38 points, down 1.8% from the beginning of the year. Compared with the same period in 2023, the concrete price index fell by 12.8%.

2024-04-22 10:18:23

According to the data center of China Cement Market, or driven by the rising prices in the peripheral market, the price of cement in some areas of the two lakes has been raised by 30 yuan/ton since the middle of the year, and the implementation remains to be observed. The price of bulk cement of some enterprises in the Pearl River Delta of Guangdong has been slightly reduced by about 20 yuan/ton, while the quotation of other enterprises in the same industry is temporarily stable.

2024-04-19 16:32:07

We will make every effort to promote the development of aggregate industry and the development of production capacity, promote the layout of commercial and mixed industries, and create new profit growth points.

2024-04-16 17:29:01

In 2024, our goal is very clear. Huaxin never takes sales volume as our assessment and pursuit. We will adhere to the concept of "profit is the goal, price (income) is the foundation", and strive to achieve positive growth in operating income, EBITDA and operating cash flow.

2024-04-15 16:34:59

As of April 9, Daqing Train Depot has completed the unloading of 172 vehicles, 344 standard boxes and a total of 11000 tons of cement clinker, and quickly put them into the Daqing construction market through road freight vehicles, seizing the market opportunities.

2024-04-10 13:06:56

The profit situation of the cement industry may improve in March.

2024-04-07 09:17:51

The general aggregate market is already fighting in the Red Sea, while the high-end fine aggregate market is still the blue sea market.

2024-04-03 14:16:17

She emphasized that the price war in the sand and gravel industry would be carried out in the future, and even there would be a dangerous situation of "1 yuan decides life and death".

2024-03-29 18:34:52

In order to survive and develop in the fierce market competition, cement enterprises must abandon the illusion of relying on others to "give" opportunities, and win the recognition and respect of the market through self-innovation and promotion.