贵阳:对水泥行业纳入碳市场谨慎乐观

2023-07-11 17:26:33

既然产能无法完全发挥,大部分水泥企业可能根本不需要去外购碳排放指标,碳交易市场或许并不会像大家想像的那般火热。

据中国水泥网行情数据消息,近期贵州黔中地区水泥价格继续下调20-30元/吨左右。黔中水泥市场是全贵州水泥市场的风向标,黔中地区水泥价格下调反映的是全贵州水泥行情的窘境。

“今年年初水泥价格还在四字头,但现在三字头也基本保不住了。”近日,贵阳一水泥企业负责人透露道,当地P.O 42.5水泥散装价格最低已经不到300元/吨。

该水泥企业负责人表示,从销量上看,今年的水泥需求比去年少了15%左右。房地产市场萎缩,其提供的水泥需求已经不同往日;贵州的“县县通”、“村村通”、“组组通”等铁路公路基建项目基本到了收尾阶段,但又几乎没有新的重大工程项目,基建方面的水泥用量也有所下滑。

据了解,今年上半年,贵州水泥行业的错峰生产计划为每条生产线停产120天,且落实到位。然而实际操作下来,停产天数却是比120天有过之而无不及。上述水泥企业负责人表示,贵州产能过剩情况严重,即便大部分企业产能发挥率仅30%左右,但水泥需求下滑导致各企业基本是库满状态,各企业只能再自行增加停产天数。

“水泥行业即将纳入碳市场,这对优化水泥行业资源、淘汰落后产能等都有积极帮助,但其对改善整个水泥市场环境能起到多大作用我们还是要谨慎乐观。”该水泥企业负责人认为,在产能严重过剩的当下,水泥企业的产量必定会受限。既然产能无法完全发挥,大部分水泥企业可能根本不需要去外购碳排放指标,碳交易市场或许并不会像大家想像的那般火热。

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Correlation

According to China Cement Network Market Data Center, the market demand in southwest Sichuan and Chongqing continued to be weak, cement prices in some regions fell by 10-20 yuan/ton, and Yunnan-Guizhou region was mixed. The market demand continued to be weak due to the high temperature off-season in Sichuan and Chongqing, and some enterprises in Sichuan lowered the cement price to increase the shipment volume, while the original plan to raise the price in Chengdu was not implemented. The demand for cement in Chongqing is declining and the price is stable. Rainy weather in Yunnan is frequent, market demand is low, and prices in some areas have fallen after pushing up. Cement prices in Guizhou are generally stable.

2024-08-09 17:19:44

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

On July 20, 2021, the Ministry of Industry and Information Technology issued a notice on the implementation measures of capacity replacement in the cement and glass industry. The revised Measures for the Implementation of Capacity Replacement in the Cement and Glass Industry will come into effect on August 1, 2021.

2024-07-24 12:08:35

Shangfeng Cement has unique advantages in cost control, operational efficiency and industrial structure. Through efforts to improve its own capabilities and competitiveness, Shangfeng Cement has won the recognition of investors and shareholders through a series of practical actions to improve quality and efficiency, and promoted the comprehensive value of the company.

2024-07-19 09:35:56

According to the China Cement Network Market Data Center, the overall market demand and sales in southwest China are weak due to the off-season market and the impact of rainy weather. The price of cement in some markets of Sichuan, Chongqing and Yunnan has been loosened and declined, ranging from 20-50 yuan/ton.

2024-07-12 17:26:00

To formulate and promulgate policies and measures to resolve excess capacity in the cement industry, and gradually establish a market-oriented and legalized working mechanism to resolve excess capacity.

2024-06-27 09:44:22

According to the China Cement Network Market Data Center, the price of cement in some markets in Sichuan and Chongqing has been raised by 50-130 yuan/ton, which is a large increase, and the actual implementation remains to be observed.

2024-06-14 20:06:50

Industry insiders said that the merger and reorganization of the cement industry is the only way to transform and upgrade the industry and achieve high-quality development.

2024-06-13 09:59:17

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

China Cement Network Market Data Center News, Southwest China last week, some leading enterprises in Chongqing notified the main city to raise cement prices by 30 yuan/ton, the current implementation is not up to expectations. The weekly quotation of some markets in Sichuan was slightly reduced by 10 yuan/ton, and the overall market in Yunnan-Guizhou region was relatively stable.

2024-05-17 17:25:50

China Cement Network Market Data Center News, Chongqing continues to stagger the peak kiln, the enterprise notice to raise the price of cement 30 yuan/ton, the implementation is not yet clear. The overall market in Sichuan and Yunnan is weak, and the price of cement in some markets has dropped by 10-30 yuan/ton.

2024-05-11 16:46:29

Although the second quarter has always been the usual period of the peak season of cement market demand, the actual demand this year has not shown the expected strong trend and appears to be relatively depressed. In view of this, in order to effectively cope with the pressure of excess supply caused by weak market demand, the cement industry in many provinces has taken the initiative to extend peak staggering production.

2024-05-07 09:15:30

In 2023, Jianfeng Group achieved a total of 5.96 million tons of cement and clinker sales, an increase over the same period last year. 1.9%。 In 2023, the cement production was 5.6338 million tons, a year-on-year decrease of 1.22%, and the cement sales volume was 5.6344 million tons, a year-on-year decrease of 1.27%.

2024-04-29 17:47:56

In the downward cycle of demand, price is the basis of share and sales volume. The price of sacrifice can be compared with the cost reduction. If the cost is reduced by 20 yuan and the price is reduced by 100 yuan, can the benefit recover?

2024-04-16 09:26:17

The key to determine the efficiency of the industry is the supply structure and enterprise behavior.

2024-04-07 16:00:37

Zheng Jianhui expects cement demand to decline by at least 3% in 2024.

2024-04-03 15:12:49

Xinjiang Tianfeng Investment Co., Ltd., a wholly-owned subsidiary of Shangfeng Building Materials, intends to acquire 100% equity of Xinjiang Bohai Cement Co., Ltd.

2024-04-03 10:07:10

Liu Yan, Deputy Secretary of the Party Committee of China National Building Material Co., Ltd. and Chairman of New Tianshan Cement, and his delegation went to Guizhou Cement for investigation, affirmed its achievements in management, upgrading and team building, and proposed that we should adhere to the concept of "price, cost and profit", meet market challenges, optimize product structure, promote the sale of "Jucaitong", deepen material substitution and "double carbon" work, and revitalize idle assets.

2024-03-27 10:38:33

On March 13, Lei Zhenbin, Party Secretary and Chairman of Yufeng Group, led a team to Zunyi Saide Cement Co., Ltd., affiliated to Guizhou Tianshan Cement Co., Ltd. for investigation and exchange, accompanied by Wu Qiuyi, Deputy Secretary of the Party Committee, Chairman of the Trade Union and Employee Director of Yufeng Group, and Luo Huan, Member of the Party Committee, Deputy General Manager and General Counsel.

2024-03-18 09:18:01

In 2024, the contradiction between supply and demand in the cement industry is becoming more and more serious, and the battle of "grabbing share" among major cement enterprises is imminent, and the national situation is more complex and pessimistic.

2024-03-13 09:15:24

How about the performance of cement market after the festival? The Ministry of Industry and Information Technology issued the Guidelines for the Construction of Carbon Neutralization Standard System in the Industrial Field; Hunan assessed 6 A-level cement enterprises; Jidong Cement 3 million tons of aggregate project was officially put into production and shipped; Duyun Shangfeng Southwest Cement signed the intention of 300000 tons of cement production and marketing order; Guangzhou Lixinsha Bridge was broken.

2024-02-22 13:45:03

Up to now, the State Council has successively approved the Territorial Spatial Planning (2021-2035) of 18 provinces, including Jiangsu, Guangdong, Shandong, Fujian, Hunan, Anhui, Jiangxi, Hebei, Shanxi, Jilin, Ningxia, Hainan, Zhejiang, Guangxi, Inner Mongolia, Guizhou, Qinghai and Heilongjiang.

2024-01-19 09:16:40

According to China Cement Market Data Center, near the end of the year, the market demand and sales were weak, and the price of cement in some markets of Sichuan, Chongqing and Guizhou fell by about 20-30 yuan/ton in the week, while there was no significant change in Yunnan market.

2024-01-12 17:01:53

Recently, the Guizhou Provincial Department of Industry and Information Technology released the performance of ecological environment protection of the Guizhou Provincial Department of Industry and Information Technology in 2023.

2024-01-01 10:29:33

据中国水泥网行情数据中心消息,成本增加,云贵地区企业涨价意愿强烈,本周部分市场主要企业通知上调水泥价格30-40元/吨。其余市场水泥价格暂稳。

2023-12-22 16:13:42

[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

据中国水泥网行情数据消息,京津、内蒙古地区市场无明显变化。

2023-12-08 18:05:08

据中国水泥网行情数据中心消息,限电停窑,云南地区水泥价格持续上调,周内多数地区主导企业继续通知上调水泥价格30-50元/吨。川渝及贵州局部市场水泥价格松动下调10-20元/吨左右。

2023-12-08 16:11:29

云南、贵州、河北水泥市场动态;海螺集团与隆基绿能签约;华润水泥控股改名

2023-12-06 14:45:27

贵州、重庆、广东水泥价格上调;水泥企业最新调研纪要;并购、股权合作、新建...海螺水泥加快商混布局

2023-11-30 14:11:31

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,云南、贵州地区企业减产错峰,上旬以来多地企业通知上调水泥价格20-30元/吨,川渝地区周内报价整体平稳。

2023-11-10 16:55:53

据中国水泥网行情数据中心消息,本周西南川渝及贵州部分地区主导企业通知上调水泥价格30元/吨,落实待观察。此外,云南地区市场需求销量不佳,大理、丽江地区企业下调水泥价格20-60元/吨。

2023-11-03 16:22:01

接下来,在水泥行业需求下滑明显,供需矛盾日益加剧,全国“价格战”再度硝烟四起的情况下,尖峰集团又将如何面对?

2023-11-02 09:34:09

由上峰阳光新能源公司投资建设的内蒙古上峰光伏项目、贵州都匀上峰西南水泥光伏项目顺利并网,颍上上峰光伏项目也完成建设即将投运。

2023-10-31 10:30:13

今年前三季度市场总体偏弱低迷,公司注重练内功夯实竞争力,总体仍取得了一定成效,对四季度和明年依然抱有信心,有相对乐观的预期。

2023-10-30 13:40:00

据中国水泥网行情数据中心消息,周内四川多数地区企业通知上调水泥价格30-60元/吨,而周边云南方向部分市场水泥价格大幅下跌50元/吨左右。

2023-10-27 17:40:05

近日,记者走进位于红花岗区深溪镇的遵义赛德水泥有限公司,干净的厂房、智能化的操作展示现代工厂的新貌,也体现出“生态优先 向绿而行”的实效。

2023-10-23 09:26:18

虽然水泥需求总体是趋于大幅下降,但是水泥作为主要的基础建筑材料,在我们工业化、城镇化、现代化建设中发挥了重要作用,社会需要它,百姓需要它。我们应该对行业发展抱有正面的看法和态度,只要积极推进转型升级和创新发展,就一定可以更好融入和推动经济社会发展。

2023-10-09 16:01:14

据中国水泥网行情数据中心消息,西南地区整体市场需求销量一般,企业库存高位承压。四川德绵等部分区域水泥价格下跌20元/吨,其余市场周内相对平稳运行。

2023-09-28 16:24:18

据中国水泥网行情数据中心消息,西南地区市场需求疲软,整体行情弱稳运行。川渝局部市场水泥价格下调10-20元/吨左右,云南滇西地区前期涨价落实欠佳。

2023-09-15 17:17:55

水泥或将是建材行业纳入全国碳市场的首个领域。水泥行业绿色、低碳的高质量可持续发展之路,究竟该怎么走?

2023-09-13 09:28:45

终端需求恢复有限,市场情绪较为低迷,价格上涨难度较大,预计本周水泥价格或仍将延续弱势。

2023-09-11 09:22:31

据了解,近期多省三季度错峰停窑计划逐步启动,使得企业库存压力有所减缓。

2023-09-01 09:24:12

尖峰集团8月30日发布2023年半年度报告,上半年实现营业收入13.81亿元,同比下降21.65%,其中水泥的营业收入为6.98亿元,同比下降14.41%;归属于上市公司股东的净利润1.12亿元,同比下降22.74%;基本每股收益0.3244元。上半年公司实现水泥销售量250.73万吨,同比下降5.26%。

2023-08-30 16:45:17

围绕三大区域具有协同优势和资源等条件的地方开展战略布局,适当增加水泥熟料产能,以提升总体规模和市场竞争力。

2023-08-28 11:42:22

现在要靠企业理性对待,“打价格战”只会让水泥企业生存更加困难。

2023-08-23 09:23:46

上涨势头能够持续多久?后市行业利润表现又将如何?

2023-08-21 11:25:39

According to the environmental impact report of the project, the overall relocation and technical transformation project of Fenyi Conch 4500 t/d cement clinker production line from the city to the park is located in the digital building materials industrial park of Fenyi Industrial Park, Xinyu City. It is a relocation project to build a 4500 t/d new dry process cement clinker production line and a 7.5MW waste heat power generation system. Supporting construction of cement grinding production line and material storage and transportation projects.