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, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.

2024-11-08 17:41:17

According to China Cement Market Data Center, cement prices in central and southern China rose steadily this week, pushing up 30-50 yuan/ton in Guangxi, and some low-priced enterprises reported an increase of 70 yuan/ton. This week, cement prices in eastern Hubei have gradually fallen back to the level before the last round of rise, and cement prices in many places in Hunan continue to rise.

2024-11-08 17:23:08

Comrade Liao Yi pointed out that Xingxiang Group, as the only provincial state-owned capital operation platform in Hunan Province, has always strongly supported the strengthening and refinement of highway materials in the new journey of building a first-class state-owned capital company. As the witness of this contract, he sincerely hopes that Zhongnan Cement will develop vigorously and that the cooperation with highway materials will bear fruitful results.

2024-11-08 10:08:49

In October, with the gradual decline of the national temperature, the northern project came to an end, and there was a small-scale rush to work in some areas, while the southern construction activities increased, the demand warmed up, and the shipment volume increased slightly. On the supply side, a number of sand and gravel aggregate projects have been successfully put into operation, production capacity has been released rapidly, sand and gravel prices have stopped falling slightly, and have entered a narrow range of volatility.

2024-11-05 11:42:36

According to China Cement Market Data Center News, in the central and southern regions, this week, Guangdong Pearl River Delta and Hainan regions continue to push up the cement price by 30-60 yuan/ton, and the implementation will wait and see; Guangxi region is planning to push up the cement price by 30-50 yuan/ton. After the two lakes region experienced many times of pushing up, the price was temporarily stable this week.

2024-11-01 17:35:36

Cement prices in central and southern China are generally rising, and concrete prices may rise..

2024-11-01 15:49:36

Recently, the domestic temperature has dropped, local demand has dropped compared with the previous period, and the price of concrete market is mainly in a narrow range. From October 24 to October 30, the national concrete price index closed at 112.12 points, down 0.02% annually and 10.33% year-on-year.

2024-11-01 01:06:33

Looking forward to the fourth quarter, we believe that the demand for cement will continue to weaken, but under the background of the rising voice of "anti-involution" and the increasing awareness of self-help in the industry, enterprises will intensify their efforts to limit production, cement prices are expected to rise, and industry benefits will continue to be restored. Throughout the year, cement demand will face greater downward pressure, and the industry's profit decline is still large.

2024-10-30 17:15:19

Recently, the construction in the south is relatively active, the local market demand is warming up, coupled with the increasing pressure on the cost side, the market price trend is stable and small. From October 17 to October 23, the national concrete price index closed at 112.14 points, down 0.02% annually and 10.65% year-on-year.

2024-10-25 17:29:24

According to the China Cement Network Market Data Center, the Pearl River Delta in central and southern Guangdong is planning to continue to push up cement prices by 30-50 yuan/ton around the end of the month, and the Guangxi region is temporarily stable. Cement prices in Hunan and Hubei continued to rise by 30-50 yuan/ton.

2024-10-25 17:23:23

With the improvement of weather conditions, the domestic market demand has improved as a whole in the near future, but it is still difficult to reach the peak season level in previous years. Concrete enterprises mainly ship at stable prices, and there are still some downward adjustments. From October 10 to October 16, the national concrete price index closed at 112.16 points, down 0.59% annually and 10.64% year-on-year.

2024-10-18 17:28:46

Raw material prices continued to rise, and concrete prices in the central and southern markets were mixed..

2024-10-18 17:14:14

After the National Day, the domestic concrete market demand rebounded slightly, but the total amount is still relatively weak, concrete enterprises are mainly shipping at stable prices, and have not yet followed the rise of raw materials. From October 3 to October 9, the national concrete price index closed at 112.82 points, in line with the National Day holiday, with a year-on-year decline of 10.21%.

2024-10-12 17:25:54

Raw material prices pushed up, and concrete prices in the central and southern markets were mixed..

2024-10-12 15:45:27

Recently, the domestic market demand in some areas has improved slightly compared with the previous period, but the overall situation is still weaker than same period in history, and the price of concrete remains stable and weak. From September 19 to September 25, the national concrete price index closed at 112.82 points, down 0.10% annually and 10.45% year-on-year.

2024-09-27 17:57:56

According to the China Cement Network Market Data Center news, the implementation of cement prices in the Pearl River Delta region of Guangdong in the central and southern regions is general, while the Guangxi region is stable and declining. Eastern Hubei and other regions plan to push up the price of cement by 30 yuan/ton again. Driven by the price increase in eastern Hubei, individual market prices in Hunan have been notified to rise again.

2024-09-27 16:48:15

Market demand has not improved, and concrete prices in some parts of central and southern China have declined slightly..

2024-09-27 16:04:01

Recently, the local weather conditions in China are not good, the recovery of market demand is insufficient, the price of concrete is mainly stable, and the local pressure is falling. From September 12 to September 18, the national concrete price index closed at 112.93 points, down 0.21% annually and 10.83% year-on-year.

2024-09-20 17:55:34

According to the China Cement Network Market Data Center, cement prices in the Pearl River Delta market in central and southern Guangdong are planned to stop falling and rise again, while prices in individual markets in Guangxi have experienced a second round of decline. During the Mid-Autumn Festival, the range of price increases in the two lakes areas has been extended to the whole province, pushing up by about 30 yuan/ton. Since the 10th, some major manufacturers in Henan have pushed up the price of cement by 30 yuan/ton, but the actual implementation is not ideal, some enterprises have not implemented in place, and the quotation remains at the level before the rise.

2024-09-20 17:10:16

The price of raw materials has been pushed up, and the price of concrete in the central and southern markets has been temporarily stable.

2024-09-20 16:36:23

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

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.