[周评]华东:水泥价格普遍上调

2014-03-31 14:57:23

3月下旬,华东水泥市场需求旺季开启,记者从中国水泥网行情数据中心了解到,上周江苏、安徽、山东水泥价格上调,少则上调10元/吨,多则上调20元/吨。

  3月下旬,华东水泥市场需求旺季开启,记者从中国水泥网行情数据中心了解到,上周江苏、安徽、山东水泥价格上调,少则上调10元/吨,多则上调20元/吨。

  江苏:价格分化,各地有涨有跌。三月中旬以来,江苏天气好转,水泥需求有定上升。近日,江苏镇江区域海螺、鹤林相继对32.5级散装价格上调10元/吨。目前鹤林P.C32.5袋装挂牌出厂270元/吨,散装挂牌出厂250元/吨,长稳客户可低5-10元/吨。而南通地区受外来低价低标水泥出厂影响,华新低标散装价格走低10元/吨左右。此外,近期湖北武穴华新熟料开始以240元/吨离岸价进入苏南市场,主流到位价格290-300元/吨,低于苏南地产熟料到位价10元/吨左右,对区域熟料市场造成一定影响。

  浙江:整体报价显平稳。其中金华地区南方、金圆、红狮等主要品牌P.O42.5散装对外报价依旧保持在390元/吨左右,然实际执行普遍在360-370元/吨。此外,安徽沿江铜陵一带熟料对浙北杭州、湖州区域汽运价格上涨10元/吨。目前铜陵上峰熟料出厂270元/吨左右。

  江西:红狮水泥价格走低。为提升销量,26日起江西抚州红狮下调各规格水泥出厂20元/吨。目前主流出厂降至P.C32.5袋装240元/吨,P.O42.5散装285元/吨左右,实际成交可低10-15元/吨。虽然目前抚州南方报价远高于红狮50-60元/吨,但近日也有增加月返利15元/吨,实际返利已达30-50元/吨不等。到三月底,今年江西地区基本完成了两轮降价,价格陆续止跌走稳,等待天气好转价格反弹。

  安徽:市场需求稍有好转。安徽铜陵海螺、上峰相继对P.C32.5袋装上调15元/吨,其余规格暂稳。调整后目前铜陵上峰主流出厂P.C32.5袋装285元/吨,P.O42.5袋装315元/吨,熟料出厂270元/吨,海螺价格高20-30元/吨。上峰熟料目前主要销往江苏、皖北、浙江、福建、江西等地,水泥则省内自销为主。

  山东:市场复苏,多地价格走高。进入三月中下旬,山东市场缓慢复苏,淄博、潍坊、青岛、烟台、济南、临沂等多地主导企业普遍存在拉高当前水泥价格的意愿,报价纷纷走高10-20元/吨。当前市场反馈来看,涨后区域成交量仍显不足,但整体价格水泥实现小幅提升,为后期市场做了准备。现济南地区P.O42.5散装出基本在310-330元/吨。同时鲁南地区中联、申丰、山水等主要企业又纷纷加强对苏北区域市场抢占力度,对下游搅拌站,水泥制品等客户优惠力度增大。目前P.O42.5散装对徐州、宿迁区域送到价普遍在290-320元/吨。

  上海:水泥报价走稳。3月地产水泥对外报价持续走稳,水泥销量呈现缓步上升。而前期浙北苏南水泥价格下行目前也趋于平稳。短期来看上海自涨动力不足,行情走稳为主。

  福建:水泥库存高位,价格暗中走低。市场从反馈来看,福建市场需求除沿海一带,基本恢复不足七成。从岩山华润、漳平红狮、春驰等企业反馈来看,水泥库存也保持七成或以上的高位。而近期市场总体表现也是水泥挂牌稳定,价格或有暗中走低。目前厦门地区P.O42.5散装到位基本在340-350元/吨,且部分品牌有松动下行倾向。

  视频:[3.24-3.30]水泥行情快报

  相关产业信息一览:

  1、1-2月我国交通固定资产投资1508亿 同比增17.4%

  1至2月份,铁路、公路、水路固定资产投资1508亿元,同比增长17.4%,交通投资规模和增速维持高位。分行业来看,铁路建设完成投资427亿元,同比增长13.6%。公路建设完成投资1004亿元,增长28.8%。水运建设完成投资70亿元,下降42.0%。

  2、发改委:将提出一批拟建重大水利工程

  3月26日,从国家发改委农经司司长高俊才处了解到,现在发改委和水利部正在调查研究,将提出一批今后几年要建设的重大水利工程。

  3、江苏今年将建成23万套保障房

  根据江苏省部署,2014年全省将建成保障性住房23万套,新开工26万套,其中城市棚户区(危旧房)改造16万套,发放廉租住房租赁补贴2.2万户。此前,江苏省政府已发文将该目标任务分解下达各地。而在2013年底之前,江苏省已累计形成住房保障能力204万套(间)。

  4、动力煤消费旺季来临 煤价下调可能性不大 

  截止3月24日,秦皇岛港Q5500动力末煤山西产平仓价525元/吨,澳大利亚BJ动力煤现货价格为74.90美元/吨,较上期上涨2.96%。秦皇岛港Q5500动力煤现货较近月合约升水12.4元/吨,较远月合约升水5.0元/吨,近月基差走弱,远月基差走强,但仍可对期价形成一定支撑。

  5、多地争建“亿吨大港” 2014年投资或达900亿 

  产能过剩、结构失衡正困扰着港口行业。在此背景下,仍有地方“大干快上”新项目,今年港口建设投资或仍将高达900亿元。专家表示,港口行业产能过剩严重,未来港口集装箱产能利用率或不足50%,要严格港口的审批程序,加强统一规划,防止港口产能过剩进一步加剧。


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Correlation

China Cement Net Market Data Center News: The market demand in East China continues to be depressed, and the concrete price is weak and stable.

2024-09-14 13:54:51

The price of raw materials in the Yangtze River Delta region of East China has been rising, and the price of concrete is weak and stable.

2024-09-06 12:01:33

Affected by the environment in East China, demand has not improved, and prices in some areas have fallen this week.

2024-08-23 17:17:05

Due to the rainy weather in Zhejiang, the market demand is general, and the shipment volume is about 6-7%. In order to promote sales, some manufacturers reduce the price of cement, and try to push up the price to enhance market confidence, but the actual implementation remains to be observed. The overall market demand in Jiangsu has not improved significantly, with shipments hovering at 4-6% of normal production capacity. Manufacturers in southern Jiangsu have reduced prices for promotion, while the markets in northern and central Jiangsu are expected to face a downward trend.

2024-08-16 16:37:36

Due to the continuous high temperature weather in Jiangsu and Zhejiang, the demand of construction industry has weakened, resulting in a general decline in cement sales, and the price of cement in some areas has dropped by 20-35 yuan/ton, among which Yangzhou, Taizhou, Huaian, Nanjing, Zhenjiang and other places in Jiangsu have been greatly affected. Due to the high temperature weather in Anhui, the construction site slowed down, the demand was weak, and the cement price in Ma'anshan, Chuzhou, Hefei and other areas was reduced by 10-20 yuan/ton. Cement prices in Zaozhuang, Linyi, Jining, Tai'an and other places fell by 10-30 yuan/ton due to cloudy weather and the resumption of clinker production in Shandong.

2024-08-09 16:18:24

Rainy weather is frequent, concrete market demand is insufficient..

2024-08-02 16:50:42

According to the data center of China Cement Market, due to the low ex-factory prices in various regions, some regions began to resume pricing this week.

2024-08-02 16:30:32

In order to reduce inventory pressure, cement prices showed signs of a slight decline.

2024-07-26 15:37:00

Affected by the typhoon weather, the price of concrete was under great pressure during the week.

2024-07-26 14:38:38

According to the China Cement Network Market Data Center news, many off-peak production, in order to reduce inventory pressure, cement prices slightly declined signs.

2024-07-19 15:20:00

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-07-12 15:40:36

The terminal market demand is bleak, and the concrete price is weak and stable.

2024-07-05 16:46:41

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-07-05 16:08:54

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-06-28 15:27:41

According to China Cement Network Market Data Center, after entering the Meiyu season, with the continuous rainfall causing many construction sites to be blocked, the demand for cement has decreased significantly, the market has entered a downturn, and cement prices in many places have fallen this week.

2024-06-21 15:20:15

According to the data center of China Cement Market, the high temperature weather continues, the demand is flat, and the price has stabilized in many places.

2024-06-14 19:37:39

According to the data center of China Cement Market, in the traditional off-season of June, demand has declined, and cement prices around the country have fallen.

2024-06-07 13:59:27

According to the data center of China Cement Market, the new national standard will be launched soon, and enterprises all over the country are expected to push up in the week.

2024-05-31 16:25:59

The overall demand is flat, and the price of concrete is weak and stable.

2024-05-31 14:00:33

China Cement Network Market Data Center news, driven by raw materials in East China, Jiangsu, Zhejiang, Shanghai, Anhui and other places in the week notified an increase in cement prices of about 10-50 yuan/ton.

2024-05-24 15:36:57

Demand is poor, and concrete prices in some regions have begun to decline..

2024-05-24 14:36:22

According to the data center of China Cement Market, the overall demand for cement in East China has been bleak in recent years, and cement prices in many places have been lowered to varying degrees.

2024-05-17 17:31:09

The market demand performance is general, and the commercial mixed market is expected to decline.

2024-05-17 15:40:53

According to the data center of China Cement Market, prices in some parts of East China have declined this week, but many places have stabilized prices.

2024-05-11 16:48:37

Because the price is at a relatively low level, the price has been stabilized in various regions.

2024-05-11 15:34:47

Affected by the decline in raw material prices in East China, concrete prices also fell slightly this week.

2024-04-26 15:23:49

According to the China Cement Network Market Data Center news, the recent rainy weather in East China is more, the market demand performance is not good, the implementation of cement prices after the downturn. Cement prices in the Yangtze River Delta market are expected to fall sharply from the end of April to the beginning of May.

2024-04-26 14:49:24

Driven by the rising price of raw materials, the price of concrete may be stable and strong.

2024-04-19 17:30:21

According to the China Cement Network Market Data Center news, this week, all regions basically completed a round of general rise, but the implementation of individual regions is not good.

2024-04-19 15:53:19

According to the data center of China Cement Market, major manufacturers in some areas of Jiangsu, Zhejiang, Shanghai and Anhui notified a general rise within a week.

2024-04-12 17:25:59

East China: Concrete demand picks up (4.08-4.12)

2024-04-12 17:10:11

According to the data center of China Cement Market, the demand in many places is not good, and the price of cement is under pressure.

2024-04-08 10:15:54

On April 7, the National Cement Price Index (CEMPI) closed at 104.94 points, down 0.48% annually and 25.37% year-on-year.

2024-04-07 21:18:28

According to the China Cement Network Market Data Center news, during the Qingming period, Jiangsu and Zhejiang regions continued to rain, demand was low, and enterprise shipments were general.

2024-04-07 17:31:22

Rainy weather, weak demand, weak and stable concrete prices..

2024-04-07 15:23:06

According to the China Cement Network Market Data Center news, 25 major manufacturers in Nanjing notice to raise the price of bulk cement 20 yuan/ton, the implementation remains to be observed. The market demand in other regions is general, and the cement market is stable and weak.

2024-03-30 13:06:23

Rainy weather, demand weakened, the overall price of concrete is mainly weak..

2024-03-29 14:46:19

According to the data center of China Cement Market, the market demand in East China is bleak this week, and the cement quotations of enterprises all over the country have declined.

2024-03-22 17:40:09

Raw material prices are falling, concrete prices are stable and falling..

2024-03-22 14:59:16

According to China Cement Network Market Data Center, the market demand in Jiangsu has recovered recently, and some major manufacturers in Yancheng have pushed up the price of cement by 10 yuan/ton since the 14th.

2024-03-15 16:03:55

The weather improves, the demand picks up, and the price of concrete is stable.

2024-03-15 15:13:23

According to the China Cement Network Market Data Center news, this week, the Yangtze River Delta region is dominated by stable prices, and the decline in cement prices in some areas still exists. Although the Shandong region has pushed up, the implementation is not good enough.

2024-03-08 11:32:59

The price of raw materials has fallen, and the price of concrete in some areas has loosened..

2024-03-08 11:00:55

According to the China Cement Network Market Data Center, after the Lantern Festival, there are more rainy weather in East China, the market demand has not recovered, and cement prices have declined everywhere.

2024-03-01 16:41:16

According to China Cement Market Data Center, the actual transaction price of leading enterprises in some parts of East China fell by about 10-40 yuan/ton this week, and it is expected that the first round of price increase in 2024 will be ushered in next week.

2024-02-23 16:27:20

According to the data center of China Cement Market, the quotations in East China were temporarily stable this week, and the actual transaction prices in some areas declined slightly.

2024-02-02 16:22:38

According to China Cement Market Data Center, the Spring Festival holiday is approaching, and markets around the country have begun to enter the state of shutdown and vacation, and demand has decreased. During the week, cement prices in East China are weak and stable, and there is a slight dark drop in some areas.

2024-01-26 17:44:39

According to China Cement Market Data Center, this week, Jiangsu, Zhejiang, Shanghai and Anhui regions were affected by the decline in clinker prices along the Yangtze River and around Chaohu Lake, and the quotations in all regions showed signs of falling during the week, while the quotations in other regions were temporarily stable during the week.

2024-01-19 16:45:54

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.