[周评]中南:整体行情低迷 两广价格继续下跌

2014-04-08 10:04:42

近段时间,国内水泥市场逐步呈现回暖趋势,但中南地区整体行情却并不乐观。上周,两广水泥价格继续下跌,其中广东韶关乐昌南方价格跌幅最大,达到25元/吨。与此同时,中南部地区价格下跌压力依旧存在,两湖市场起色不大。

  近段时间,国内水泥市场逐步呈现回暖趋势,但中南地区整体行情却并不乐观。上周,两广水泥价格继续下跌,其中广东韶关乐昌南方价格跌幅最大,达到25元/吨。与此同时,中南部地区价格下跌压力依旧存在,两湖市场起色不大。

  两广:水泥价格继续下跌。从市场走势来看,前段时间的价格下跌并未能止住行情的整体持续走低,上周,两广市场水泥价格再次下调。

  据中国水泥网行情数据中心得到的消息,近期广东多雨水,水泥销量有所下滑,加之受三月中旬江门华润袋装水泥下调20元/吨影响,近日江门地区江山水泥、经纶水泥等中小厂家为保持差价优势相继下调P.C32.5袋装水泥20元/吨,出厂价维持在300-310元/吨左右,远低于主流企业40-50元/吨左右。

  此外,受湖南低价水泥和自身库存压力影响,韶关乐昌南方对32.5级水泥出厂价下调25元/吨,调后袋装水泥出厂320元/吨,散装水泥305元/吨。经过本次调价后,基本与翁源中源、昌泥建材相当,预计近期区域内粉磨企业将相继下调,以保持差价优势。

  广西方面,近期湖南低价水泥在广西贺州市场的影响逐渐扩大,加之江华海螺加大对贺州市场拓展力度,4月3日起富川华润对32.5和42.5级袋装水泥出厂价下调15元/吨,目前主流出厂P.C32.5袋装水泥280元/吨,P.O42.5袋装水泥315元/吨左右。

  两湖:市场未见明显起色。上周,湖南市场水泥价格涨跌互现,中南部地区雨水天气影响较大,市场需求明显不足,导致当地价格再度下跌。相比之下,北部地区水泥行情有所回暖,岳阳临湘海螺水泥价格小幅上调。湖北市场总体表现平稳,后期来看,短时间内价格出现大幅波动的可能性较低。

  从市场反馈来看,湖南长株潭一带水泥价格继续低价运行。衡阳一带库存积压情况较为严重,熟料生产企业及粉磨企业熟料库存基本处于库满外堆状态。3月31日起湖南金山水泥及衡阳红狮因库满停窑,具体开窑时间将据销售情况而定。同时,红狮下调各规格袋装水泥及42.5级散装水泥20-30元/吨。目前来看,受产能过剩,需求不足,库存高满等因素影响,短期内湖南中南部地区销量提升较难,价格行情有继续下滑的压力。

  此外,湖南北部地区天气情况有所好转,企业经营状况改善,岳阳临湘海螺自3月13日下调各规格水泥30元/吨后,4月2日起各规格袋装价格上调15元/吨 。

  湖北省上周水泥市场行情相对稳定,当地企业报价总体平稳,但湖北华新熟料为加大外销力度,趁江苏熟料上涨之际加大对苏北的熟料输出,目前主流到位290元/吨,低于产地熟料近10元/吨左右。

  河南:价格暂无变化。上周,河南水泥行情整体表现稳定,从市场得到的消息来看,主要厂家报价暂无明显变化。

  海南:各别企业报价上调。据中国水泥网行情数据中心了解到,进入四月以后,海口、三亚水泥个别水泥企业报价出现小幅上涨,目前海口主要企业P.O 42.5散装出厂保持在440-450元/吨左右的高位。

  视频:[03.30-04.04]水泥行情快报

  相关产业信息一览:

  一季度GDP增速或跌破7.5% 二季度下滑将控制

  目前,多家机构的预测一季度GDP增速数据集中在7.2%-7.4%之间。第一季度宏观经济数据总体处于弱势状态,但当季数据对全年经济影响并不是很大。随着各项改革措施落地,业界普遍认为未来我国经济增长将企稳回升。

  煤价企稳信号实现,连跌11期后止跌

  环渤海动力煤价格指数在经历了11期下跌后,企稳。在3月中旬,根据研究判断,尽管当时煤价依然跌跌不休,但沿海煤炭运价已经连续7周上涨,煤炭价格企稳信号已开始释放。

  央行:我国经济运行仍处在合理区间

  4月3日,央行官方网站发布新闻稿称,央行货币政策委员会2014年第一季度例会在北京召开,会议分析了当前国内外经济金融形势。

  12部门携手化解水泥等行业产能严重过剩矛盾

  工业和信息化部原材料工业司副司长潘爱华4月1日透露,面对水泥项目核准权下放、平板玻璃项目核准权取消的新形势,为建立防止产能盲目扩张、化解过剩产能的长效机制,工信部正指导制定各地区水泥、平板玻璃工业结构调整方案(2013-2017年)。

  环境保护税立法推进 水泥行业或受影响

  4月2日据权威渠道获悉,环境保护税立法工作已经正式启动,正加紧推进,目前国务院法制办已经完成对送审稿的修改。专家表示,钢铁、水泥、平板玻璃、电解铝、煤化工等产能严重过剩行业在开征环境税后,将受到影响。

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Correlation

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

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

Market demand in central and southern China is general, and concrete prices are weak..

2024-08-30 16:41:14

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

Driven by the rising price of raw materials, the price of concrete in the central and southern markets is stable and small..

2024-08-16 17:03:31

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

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2024-08-09 16:25:44

This week, the Beijing-Tianjin-Hebei building materials market continued to be depressed due to adverse weather and environmental control demand. Cement prices in the Beijing-Tianjin-Tangshan region were generally stable, but some brands showed signs of decline, and the market operation showed a weak and stable trend. The central and southern areas of Hebei tried to raise the price by 30-50 yuan/ton, but the actual implementation effect was not good. At the same time, the market demand in Shanxi and Inner Mongolia is weak and the market remains relatively stable due to the off-peak shutdown.

2024-08-09 16:21:01

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2024-08-09 16:18:24

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

2024-08-09 16:05:25

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

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2024-08-02 17:12:52

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2024-08-02 16:44:53

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

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2024-07-26 16:56:03

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2024-07-26 16:42:59

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2024-07-26 15:35:59

The main areas of central and southern Hebei have been notified to raise the price of cement by 30-50 yuan/ton. At present, the demand is general, and the implementation remains to be observed.

2024-07-26 15:29:35

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2024-07-19 17:14:59

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2024-07-19 15:20:00

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2024-07-19 14:44:42

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2024-07-12 15:53:15

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2024-06-28 17:04:10

Demand is weak, concrete market is stable and falling..

2024-06-28 16:46:54

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2024-06-21 16:03:50

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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

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2024-06-07 16:54:49

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

2024-06-07 14:16:56

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2024-05-31 16:25:59

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2024-05-31 16:12:40

Demand and sales are weak, and concrete prices are mainly weak and stable.

2024-05-31 14:07:41

Raw materials are mixed, demand is poor, concrete prices are weak..

2024-05-24 16:13:45

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

According to the market data of China Cement Network, the rise in raw materials has led to an increase in production costs, and enterprises in eastern Hubei and Changde have notified an increase in cement prices by 20-30 yuan/ton.

2024-05-24 15:29:42

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

China Cement Network Market Data Center News, the recent rise in raw material prices in central and southern China, the rise in cement production costs, the local market in Guangdong and Guangxi cement prices increased by 15 yuan/ton, the implementation remains to be observed. Prices in the two lakes, Henan and other markets fluctuated little during the week.

2024-05-17 17:17:38

The market demand is not good, and the price of concrete in some areas is loose and declining.

2024-05-17 16:23:51

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

The market demand is not good, and the price of concrete in some areas is loose and declining.

2024-05-11 16:26:46

According to the market data of China Cement Network, the Beijing-Tianjin-Hebei region has once again tried to push up prices, and major enterprises in Baotou and Tongliao regions of Inner Mongolia have also tried to push up prices, and the implementation remains to be observed.

2024-05-11 16:05:21