[原创]广东:经济腾飞促行业 巨头齐聚谋发展

2014-03-03 13:22:16

广东省是我国的经济第一大省,经济总量占全国的1/10。2013年第四季度以来,广东水泥价格连番上涨,涨速全国领先。本文在分析广东省水泥行业现状的基础之上,来探讨未来广东水泥行业的市场供需变化,最后就广东水泥市场的企业竞争格局作一分析。

  广东省地处中国南部,北依南岭山脉、东北为武夷山脉,南临南海,是中国海洋面积第二大的省份。同时,广东省也是我国的经济第一大省,2012年经济总量占全国的1/10。广东省夏天炎热多雨,冬天温和干燥,这使得每年的7月份成为水泥的销售惨淡季节,10~12月成为广东水泥市场的销售旺季。2013年第四季度以来,广东水泥价格连番上涨,涨速全国领先。本文在分析广东省水泥行业现状的基础之上,来探讨未来广东水泥行业的市场供需变化,最后就广东水泥市场的企业竞争格局作一分析。

  一、广东水泥行业的发展现状

  1.1 经济增速企稳回升,但放慢姿态不减

  与全国其他省市相比,自2008年以来,广东省经济增速及在全国的排名双双大幅下滑或落后,2012年GDP增速8.2%,位列全国第28位,经济增长的脚步已经明显放缓。2013年GDP增速达到8.5%,增速有所回升,但放慢的姿态不减。

图1:2013年经济增速企稳回升,但放慢姿态不减

数据来源:国家统计局、中国水泥研究院

  1.2投资拉动水泥需求,产量重回两位数增长

  近年来广东省自2008年金融危机之后全省扩大投资,呈现良好的增长态势,但在2010年投资增速达到阶段性的高点23.20%之后,区域内的投资力度逐渐放缓,至2012年投资增速已下滑至11%。2013年,全省省固定资产投资21794.98亿元,同比增长18.30%,较2012年的11%大幅度提高了7.3个百分点,抑制了连续两年增速回落的趋势。

图2:投资拉动经济增长,2013年固投增速现反弹

数据来源:国家统计局、中国水泥研究院

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