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。

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