窑线停产 熟料外购 湖南水泥企业挣扎求生!

2023-07-20 15:28:43

在错峰生产之外,湖南水泥企业亟需找到更有效的化解产能过剩、稳定市场发展态势的路径和方法。

低迷行情弥漫许久的湖南水泥行业,在2023年并没有迎来明显转机。

中国水泥网跟踪数据显示,今年以来,湖南地区水泥价格一直“跌跌不休”,目前已是近5年的最低值,并且依然未有任何好转迹象。

中国水泥网行情数据中心消息称,受高温、阴雨天气影响,湖南地区市场需求销量疲软,企业出货在5-6成左右,库存高位运行。为缓解库存压力,上周局部市场水泥价格小幅下跌10-20元/吨,整体行情已趋于平稳。

“玩不下去了”、“价格又降了”、“需求没有好转”、“都在血拼”……在中国水泥网调研湖南水泥企业期间,各水泥企业的反馈普遍是信心不足,对后续市场持悲观态度。

综合各企业情况来看,湖南水泥企业P.O42.5水泥价格出厂价在230-270元之间,并且随时有下调的可能性。“窑运转率只有40%,价格随时都在变。”张家界一水泥企业表示。

价格的低迷背后,也是需求不足的表现。湖南省商务厅报告显示,7月是水泥行业传统消费淡季,受基建投资趋缓、房地产开工不足影响,水泥市场需求持续低迷,水泥价格不断下跌。

如何改善当前现状?有水泥企业提出了“停产保价、行业自律”的建议。但更多水泥企业对停产保价抱有怀疑态度。

“都不需要错峰了,需求差,库满自然就停了。”浏阳市一水泥企业表示,企业上半年已经停产107天,正常生产天数寥寥无几。

张家界一水泥企业观点类似,“都不需要错峰,窑都开不了”。

“我们今年都没开窑,熟料都是外购的。”长沙当地一水泥企业直言,“据我了解,今年湖南5000t/d以下的窑基本都没开,5000t/d的窑开一次都开不到20天。”

综合来看,需求欠佳、产能严重过剩的背景下,错峰停产在湖南区域的效果越来越弱,在错峰生产之外,湖南水泥企业亟需找到更有效的化解产能过剩、稳定市场发展态势的路径和方法。

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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

The price of raw materials has been pushed up one after another, and the price of concrete in the central and southern markets may rise slightly..

2024-09-14 14:43:45

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

The price of raw materials is declining, and the price of concrete in the central and southern markets is running steadily and weakly.

2024-09-06 15:58:01

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

Domestic high temperature rain weather has not yet subsided, downstream construction activity is still low, the concrete market is relatively flat, and the market price is stable. From August 15 to August 21, the national concrete price index closed at 114.16 points, down 0.28% annually and 11.40% year-on-year.

2024-08-23 17:35:52

Affected by the price of raw materials, the price of concrete in the central and southern markets is mixed..

2024-08-23 15:33:03

Domestic construction conditions have not improved significantly, coupled with the small number of new key projects, the market demand is still relatively low, and the price of concrete has fallen more or risen less. From August 8 to August 14, the national concrete price index closed at 114.48 points, down 0.33% annually and 11.69% year-on-year.

2024-08-17 10:46:53

The domestic market continued to be controlled by the hot and rainy weather, the market demand was weak, the price of concrete continued to fall steadily, and the decline in Sichuan and Chongqing was relatively large. From August 1st to August 7th, the national concrete price index closed at 114.86 points, down 0.43% from the previous month.

2024-08-09 18:09:08

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

High temperature and rainy weather are frequent, and the market demand is weak. At the same time, some enterprises grab the volume at a low price, and the market competition is fierce, resulting in a fall in prices. In the first half of this year, some enterprises "involution" vicious competition, the cement industry has repeatedly encountered a wave of price cuts, the peak season is not prosperous, the off-season is weaker. In the Yangtze River Delta, Pearl River Delta and other domestic hot markets, the price of cement has been less than 200 yuan/ton.

2024-08-09 15:33:51

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 price of cement in the Pearl River Delta region of Guangdong in central and southern China has recovered by 10-15 yuan/ton, and the quotation in Guangxi is temporarily stable. Prices in some areas of the two lakes have fallen in the early stage, and the overall market is mainly stable this week.

2024-08-02 17:16:26

High temperature off-season, the price of concrete in the central and southern market is mainly weak and stable..

2024-08-02 16:44:53

Looking forward to the second half of 2024, we believe that the demand for cement will improve compared with the first half of the year, and the price will continue to rebound. However, under the constraints of weak demand and serious overcapacity, the repair of cement price is limited. Throughout the year, cement demand will face

2024-08-01 09:19:52

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

Affected by the traditional off-season, the overall price of concrete in the central and southern market is weak and stable.

2024-07-26 15:35:59

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

According to China Cement Market Data Center, the actual turnover of cement in Guangdong and Guangxi local markets fell slightly by 10-20 yuan/ton this week, but the overall quotation of large factories stabilized. Cement prices in many places in the two lakes have fallen back to the level before the rise.

2024-07-19 17:14:59

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

The market demand is insufficient, and the price of concrete is mainly weak and stable.

2024-07-12 15:31:00

In the second quarter, the domestic rainwater was on the high side, coupled with the tight market funds, the supply and demand of the concrete industry were weak, and the National Commodity Concrete Price Index (CONCPI) fell by 3.35% annually, which was wider than the previous value.

2024-07-08 14:17:39

Rainwater in the south has decreased recently, but the growth rate of downstream construction demand is limited, and the price of concrete is mainly stable. From June 27th to July 3rd, the national concrete price index closed at 117.92 points, and the ring ratio remained stable.

2024-07-05 17:34:54

According to the data center of China Cement Market, the price of cement in Guangdong and Guangxi markets has been stable after rising in the week. At present, the overall price of the two lakes region is mainly stable, and there is a decline in some areas.

2024-07-05 17:16:30

The recent rainy weather is still continuing, the downstream construction progress is slow, local shutdown occurs, and the price of concrete is stable and small. From June 20th to June 26th, the national concrete price index closed at 117.92 points, down 0.19% from the previous month.

2024-06-28 18:10:43

Cement prices in the Pearl River Delta region of Guangdong rose by 20-30 yuan/ton in the second round of the month, and Guangxi may also have price expectations, according to the China Cement Market Data Center. Affected by the continuous rain weather in the two lakes area, sales in some areas stagnated.

2024-06-28 17:04:10

De-inventory has become an important task for the real estate industry at this stage, and the scale of land supply is expected to shrink further, putting pressure on domestic cement demand.

2024-06-28 09:38:56

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

2024-06-26 15:22:12

How can the cement industry solve the problem and step out of the deep mud?

2024-06-26 10:19:01

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

According to the cement network market data center news, this week, cement prices in Guangxi have stabilized after rising, and the actual implementation range in Guangdong and Hainan has narrowed.

2024-06-21 16:03:50

According to the China Cement Network Market Data Center, this week, the second round of cement prices in Guangxi began to rise by 30-40 yuan/ton in a month, while cement prices in Guangdong were mixed.

2024-06-14 19:47:39

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

According to China Cement Network Market Data Center, driven by factors such as kiln shutdown and the implementation of the new national standard, the price of cement in Guangxi Province has risen by 30 yuan/ton, and the implementation remains to be observed. The Guangdong market is tepid, and the quotation is temporarily stable. After the market of the two lakes rose, the implementation was not good.

2024-06-07 16:54:49

Demand is poor, concrete prices are stable and falling..

2024-06-07 14:16:56

Since June 6, enterprises in Zhangjiajie have notified an increase of 50 yuan/ton in cement prices and 20 yuan/ton in some areas.

2024-06-07 10:43:23

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

Cement prices in Changsha-Zhuzhou-Xiangtan and Hengyang have fallen.

2024-06-06 14:20:41

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

Municipal ecological environment departments timely publicize and interpret the requirements of inefficient and ineffective pollution control facilities and monitoring and control systems for enterprises within their jurisdiction, and organize enterprises to complete self-examination by the end of October 2024. In view of the problems found in the self-examination, enterprises should formulate rectification measures and actively promote rectification.