多省水泥价格上调;吴国强分析称市场需求低迷原因;水泥行业上市公司三季报综评

2023-11-13 15:20:48

北方错峰停窑导致多省水泥价格上调;吴国强分析称市场需求低迷原因有三:房地产低迷、外来水泥侵占市场、产能过剩严峻,建议叫停产能置换政策。前三季度全国水泥产量14.95亿吨,同比下降4.32%,行业效益大幅萎缩。海螺水泥转让一宗土地使用权,底价仅1.8万元。河南查出5批次水泥产品不合格。

<行情一览>

1.全国P.O42.5散装水泥均价一览(11.4-11.10)(点击标题,查看全文)

据中国水泥网行情数据消息,上周全国P.O42.5散装水泥均价为336.43元/吨,环比上涨0.25%。其中,重庆、广东水泥价格领涨。(点击查看更多水泥价格信息)

2.全国多省水泥价格上调 北方错峰陆续开始

近期,北方地区已经或即将进入错峰停窑阶段。11月初以来,包括新疆、河北、内蒙古、浙江、江西、山东、广东、云南、贵州、重庆等在内,水泥价格不同幅度上调。

3.[水泥价格指数第40周]:天气逐渐转冷,行情涨势放缓!

后市预测:多地气温普遍下降,市场需求整体有所走弱,预计下周水泥价格偏稳运行。

<今日聚焦>

1.水泥冷暖大佬谈 | 吴国强:产能过剩严峻 应叫停产能置换

吴国强分析,市场需求低迷的原因,主要有三。一是房地产态势低迷。目前广东地区新开工项目非常少,大部分都是保交楼项目,水泥消费量有限。二是外来水泥侵占广东市场。今年以来,广西一大批新建产能为保证现金流,抢占市场份额,加大了产能发挥力度,对广东市场造成了较大的冲击。三是产能过剩问题越发严峻。部分地区的新增产能还在投放,部分企业通过产能置换,使得许多“僵尸产能”死灰复燃。吴国强建议,应叫停产能置换政策。

2.2023年水泥行业上市公司三季报综评

前三季度,全国水泥产量14.95亿吨,全口径同比下降4.32%,产量创下近13年来新低。效益方面,受水泥价格跌幅较深和需求下滑影响,行业效益大幅萎缩,水泥企业亏损面超一半。

3.底价仅1.8万 海螺水泥转让一宗土地使用权

梁平海螺水泥有限责任公司计划以1.8万元的价格公开转让其持有的一宗工业用地土地使用权,总面积为93.66平方米,使用期限至2063年3月10日。该宗地尚未分割单独办理不动产权证,目前已完成“五通一平”的开发程度。

4.河南查出5批次水泥产品不合格

近日,河南省信阳市市场监督管理局发布2023年产品质量监督抽查结果公示。

其中包括5批次水泥产品不合格,生产单位分别为确山县华龙建材实业有限公司、湖北力磊建材有限公司、确山县汇鑫水泥粉磨有限公司、湖北力磊建材有限公司、巩义市米河宏达白水泥厂。

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Correlation

Zhejiang: Construction is expected to start in March, which may lead to a rise in cement prices; 6 billion investment, annual production capacity of 30 million tons of projects put into operation! Huarun's "next success"; Jidong Cement: will promote related acquisition projects according to the annual investment plan; the latest market research on cement and concrete

2024-02-23 13:30:10

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

The price of cement in Guangdong Pearl River Delta rises; the price of cement in Nigeria soars; CNBM, Conch and Huaxin actively expand outward; the energy consumption data of the cement industry in 2023 is introduced

2024-02-21 13:13:16

The price of cement in Jiangsu declined and the price of bagged cement in Guangxi increased; Conch Cement participated in the establishment of a 15 billion fund to invest in the new material industry; CNBM's 40 million tons of aggregate project was put into operation this year; Shandong Linyi and Kangding Paomashan cement assets were auctioned.

2024-02-20 14:52:09

In 2023, Hunan Province was a bit "good"; Deng Wei proposed an ultra-low emission scheme for the cement industry; Taiwan Cement will develop a pure oxygen carbon capture technology; 35 cities across the country received a special loan of 800 billion yuan for urban village reconstruction; Hubei university canteens collapsed due to snow.

2024-02-06 13:35:21

Shijiazhuang vs. Zhengzhou: highland and lowland of cement price; The Interim Regulations on the Management of Carbon Emission Trading came into effect in May; the cement industry has removed the label of high pollution industry; Taiwan Cement has promoted carbon capture projects; the update of cement price information has been suspended during the Spring Festival.

2024-02-05 14:07:11

How did Ningxia become a "price depression" in Northwest China? Conch Cement won the mining right of limestone mine in Guangxi with 730 million yuan. Bahrain Cement consumed about 1 million tons. Nanning Hongshi Cement won the mining right of limestone mine in Guangxi with 300 million yuan. Several cement production line projects in Guizhou are in progress.

2024-02-02 12:28:12

In 2024, three new clinker production lines will be put into operation in Hunan; the construction of the western region will accelerate the development of new markets; the listed concrete companies will have mixed profits and losses in 2023; the performance of many cement enterprises will decline; and the cement products produced by seven enterprises in Hainan are not up to standard.

2024-02-01 14:26:38

Anhui and Zhejiang cement index prices rose on a month-on-month basis; cement enterprises suffered losses! How to Break Through; Jinyuan, Fujian, Jidong, Jianfeng, etc. Release 2023 Performance Forecast

2024-01-31 13:03:23

In 2024, Xinjiang's fixed investment increased by 10%; Conch Cement's losses expanded; Jiangsu Jinfeng Cement Group's "trench spirit" continued; Maanshan Masteel Jiahua's commercial concrete equity was auctioned again with a price reduction of 37.01 million yuan.

2024-01-30 15:32:02

The price of cement in Jiangsu and Guangdong has dropped; the production capacity of cement clinker has dropped by 8% during the "14th Five-Year Plan" period; Jiangxi has publicized the list of several cement limestone mines; Shandong has publicized the list of completed cement grinding devices above φ3.2m

2024-01-26 15:27:34

Reasons for the rise and fall of cement prices in Guangxi and Shijiazhuang; Ma Zhifeng: In the era of high cost and low demand, cement enterprises are playing a game between small profits; Conch Cement plans to invest 560 million yuan to build a photovoltaic power generation project; Shanshui Cement is expected to lose 850 million yuan in 2023; the central bank's reduction of reserve requirement ratio and interest rate will help improve the economic and real estate recovery expectations.

2024-01-25 13:05:17

Declining cement prices in Hunan and Yunnan; How to resolve overcapacity in the cement industry; Tapai Group expects net profit growth of 150% -200% in 2023; Announcement of heavy pollution weather performance rating results of Hunan cement enterprises

2024-01-24 13:21:29

Fluctuation of cement price in Sichuan and Hebei: lower in Sichuan and higher in Hebei; the new standard of GB175-2023 "General Portland Cement" will be implemented soon; ten predictions of cement industry in 2024

2024-01-23 14:30:40

The price of cement in many places in Yunnan increased by 30 yuan/ton, and the price of cement in Zhejiang dropped by more than 6%; the forecast profit of Asia Cement (China) and China Resources Building Materials Technology decreased; the State Council approved large projects in 18 provinces; Conch Cement planned to co-ordinate coal procurement resources to reduce costs.

2024-01-22 14:26:33

The price of Yueyang Cement in Hunan and Chengdu-Deyang-Mianyang Cement in Sichuan has dropped; recognizing the situation is the first barrier for Henan Cement in the new year; 28 production lines will be put into production in 2024.

2024-01-19 13:11:00

Featured | The cement situation in 2024 is grim; the kiln in Yunnan will be shut down from now on; Huaxin Cement is put into production in Tanzania; China National Building Material Group has been listed in the Top 500 Global Brand Value List for six consecutive years

2024-01-18 13:39:04

The price of cement in Kunming and Chongqing of Yunnan Province declined; Wang Aizhen said that the cement enterprises in the whole province suffered large losses and the pressure in 2024 was even worse; the national cement output dropped to the lowest level in 13 years.

2024-01-17 14:03:46

The average price of the Yangtze River Delta fell to the lowest level in five years; Gao Dengbang: drastically cut production capacity and take a clear-cut stand to stabilize expectations; industry associations are not allowed to make decisions on operators to reduce production and stop production.

2024-01-16 13:54:31

The price difference of cement in different regions of Gansu is large; Xu Mingxia: the industry capacity is getting bigger and bigger; Hainan Kunlun Group has built a new cement project with an annual output of 6 million tons

2024-01-15 13:41:51

The price of cement in Chongqing has dropped; the cement industry will be in a difficult period in the next ten years; "rigid capacity reduction" is the feasible solution to resolve overcapacity.

2024-01-12 14:45:33

Guangdong up 10 yuan/ton, Hainan down 50 yuan/ton; cement industry missed the good opportunity to cut production capacity; Shanxi 2023 second batch of A-level, B-level, leading enterprises list announced

2024-01-11 15:08:22

Cement price in East China decreased by 1.02%; national cement output in 2023; Western International Group invested US $1 billion to build a factory in Zimbabwe

2024-01-10 13:05:08

Shandong cement market price falls; Li Rongshan: cement off-peak production is a win-win policy; Liaoning plans to shut down kilns for 151 days in 2024

2024-01-09 14:12:31

East China, Yunnan, Chongqing and Sichuan cement prices slide; Zou Weibin: The cement industry has experienced winter, can spring be far behind?

2024-01-08 15:11:59

Cement, Concrete, Sandstone Monitoring Report Released; Cement Industry's "Darkest Hour" Has Not Yet Arrived; Three People Fined 1.29 Million yuan for Illegal Mining

2024-01-05 13:23:10

Cement market price shocks; Zhang Xiaohua: "Rational capacity reduction" is an important strategy for the cement industry to get out of the predicament; the Ministry of Industry and Information Technology released the list of typical application scenarios and cases of industrial green microgrid in 2023.

2024-01-04 13:09:03

Bright Future of Cement Industry in 2024; Tu Shunzu: There Is No Winner in "Price War"

2024-01-03 14:09:40

The market is stable, Henan fell more than 5%; "2023 Top 100 List of China's Cement Clinker Production Capacity" was released; the Ministry of Industry and Information Technology announced 27 industry standards related to cement, sand and concrete!

2024-01-02 15:02:03

湖北宜昌水泥价格下滑;水泥巨头纷纷“出招破局”; 薄克刚:维护行业正常秩序是第一要务

2023-12-29 15:33:05

2023年水泥价格低位收官;多地对水泥企业、施工工地进一步管控;塔牌集团2024年争取实现净利润6亿元以上

2023-12-28 13:39:27

陕西、四川水泥价格涨、湖南下调;2023年全国共投产16条水泥熟料线,明年还有27条待投产;工信部拟将多个水泥企业应用案例列入新一代信息技术典型产品名单

2023-12-27 13:44:39

青海、江苏、浙江水泥价格上调;海螺、上峰、南方等入选安徽散装水泥10强企业;中国电建签署一重大合同

2023-12-26 13:59:19

水泥价格持续走低;水泥企业多个光伏项目迎新进展;天瑞集团“水泥生产工业大脑”入选2023年先进计算典型应用案例名单

2023-12-25 14:17:13

陕西关中、贵州、西藏水泥价格回涨;封开县联峰水泥制造有限公司进入破产清算;甘肃京兰水泥向灾区捐款100万元

2023-12-22 14:05:06

精选|2024年混凝土需求预计下滑;超3.5亿元!国家给水泥厂“发钱”;国务院印发《空气质量持续改善行动计划》

2023-12-21 13:29:50

湖北、浙江水泥价格再度下滑;贵州发布2024年度水泥行业错峰生产通知;多家水泥股权出售中

2023-12-20 14:50:45

广东珠三角、云南多地及贵州毕节地区水泥价格上调;四川等地公布2024年错峰生产计划;福建五家水泥企业获得中央大气污染防治资金;华润水泥福州公司股权成功拍出;甘肃积石山县发生6.2级地震对当地水泥企业影响不大。

2023-12-19 14:49:50

贵州水泥价格大幅上调60-100元/吨;亚泰集团拟以近10亿收购公司;四川计划2024年一季度每条熟料生产线错峰生产50-60天

2023-12-18 13:14:07

陕西关中、安徽多地水泥价格上涨;国家统计局:2023年1-11月全国水泥产量下降0.9%;温州预计年进口水泥量将达到100万吨

2023-12-15 14:44:41

广东珠三角水泥价格下滑,贵州黔中大幅上调;湖南郴州市调整水泥企业错峰生产停窑时间;海螺环保高层人事变动;葛洲坝、冀东等四家水泥企业拟入围湖南能效“头雁”企业名单。

2023-12-13 15:21:49

新疆、江苏水泥价格下跌;水泥大数据预测中心正式上线;中国天瑞水泥完成企业重组;混凝土反垄断罚单警示建材行业合规;三家贵州水泥企业入选绿色工厂名单。

2023-12-12 14:35:28

市场供需双弱,行情偏稳运行;水泥企业影响力评选重磅来袭;应急管理部发文!有限空间作业出新规定!

2023-12-11 14:21:41

广东、江西水泥价格上涨;中材建设海外新签一熟料生产线项目;阎晓峰:水泥行业已实现碳达峰,进入碳中和阶段

2023-12-08 13:44:15

安徽、云南水泥价格小幅波动;新版通用硅酸盐水泥标准发布提高质量安全性;中国建材出售四川彭州1000t/d熟料生产线资产;华润水泥、南方水泥生产线成功拍出

2023-12-07 14:31:56

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

水泥市场震荡上涨;水泥行业专属对话大模型ChatCEM即将上线;撤销!海螺水泥多个新建熟料线项目何去何从

2023-12-05 15:44:14

水泥市场分化明显;商混小幅涨跌调整。

2023-12-04 14:26:37

水泥市场强弱分化凸显;李坤明:2025水泥需求或将打破平台期;海螺水泥矿山资源盘点与骨料业务发展分析;投资5亿!南通海螺年产240万方混凝土项目一期顺利通过竣工验收!

2023-12-01 16:16:05

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