[周评]华东:水泥价格迎“小阳春”

2014-04-14 13:59:51

作为全国水泥行业风向标的华东地区,四月迎来了价格上调的“小阳春”。其中尤以浙江、江西等地涨幅最为明显。而个别地区,因三月底四月初水泥价格持续上调,上周暂时维稳。

  作为全国水泥行业风向标的华东地区,四月迎来了价格上调的“小阳春”。其中尤以浙江、江西等地涨幅最为明显。而个别地区,因三月底四月初水泥价格持续上调,上周暂时维稳。

  江苏:南通受外来低价水泥影响较大。自四月初江苏南京地区中联、海螺高标散装水泥报价上涨后,南京信宁建材、镇江鹤林等本地或外来水泥价格相继跟进调整。目前信宁P.O42.5散装出厂345-350元/吨,鹤林P.O42.5散装到位价360-370元/吨。而南通地区受外来低价水泥冲击影响较大,为稳定市场,南通华新对搅拌站等大客户实施一户一策,实际成交价有所走低。

  浙江:海螺南方熟料价格上涨。随着市场需求上升,4月9日-10日起安徽宁宣海螺外销熟料价格上涨10元/吨,同时浙江杭州富阳山亚南方、桐庐南方熟料价格上涨20元/吨。此外,根据《浙江省建德市人民政府办公室关于下达建德市节能减排限电方案的通知》相关精神,建德市决定启动第二季度水泥生产企业节能降耗工作限电方案。全市所有水泥生产企业都将纳入限电范围。水泥熟料生产企业第二季度集中停产检修20天,水泥粉磨企业(含海螺水泥分厂)按时段性限电方式停产40天(即只允许晚上22:00至凌晨8:00开机,其余时间不得生产。)受此影响,预计区域内二季度水泥价格将上涨。

  江西:赣北市场需求小幅回升。区域内水泥价格已出现小幅上涨,上周九江部分熟料价格上涨10-15元/吨,主流熟料出厂在270-280元/吨。

  山东:外来熟料冲击本地市场。自三月下旬山东沿海烟台、蓬莱、威海一带主要熟料企业对熟料出厂上调30元/吨后,虽然出厂价格稳定在300-310元/吨,但区域粉磨企业采购量明显下降,成交极少。同时为降低成本,粉磨企业积极寻找外来货源,目前河北唐山冀东熟料积极进入区域市场,与辽宁大连熟料共同抢占市场份额。唐山、大连熟料对烟台熟料靠岸低于地产熟料近15-20元/吨,具备较强的价格优势。

  福建:行情好转,销量提升。进入四月后,福建龙岩、大田等地市场行情有所好转,地产水泥及粉磨企业水泥销量缓步提升。为提升经营效益,清明节期间福建华润外销熟料价格普遍上涨10-15元/吨。目前华润熟料对泉州、莆田等沿海一带到位价格350-360元/吨。

  安徽:合肥水泥价格平稳。自四月初安徽润基、润德、大江、海螺等水泥企业对销往合肥市场42.5级散装出厂下调20元/吨后,目前合肥市场水泥价格趋于平稳,区域P.O42.5散装主流到位350-370元/吨。此外,宁宣海螺将对销往广德、郎溪一带熟料出厂价格上调10元/吨左右。

  上海:水泥报价走稳。近期受江西低价水泥进入影响较大,短期内区域水泥价格或将难以出现明显上涨。

  相关产业信息一览:

  1、煤炭行业落后产能今年拟淘汰过亿吨

  国家能源局在官网挂出通知,我国将把淘汰煤炭落后产能作为调整优化煤炭产业结构的重要手段,今年全国将淘汰煤矿1725处,淘汰落后产能11748万吨。

  2、2014年铁路固定资产投资增加到7200亿

  中国铁路总公司党组书记、总经理盛光祖4月8日在接受人民日报专访时透露,铁路总公司调整增加了2014年铁路建设的目标:一是新开工项目由44项增加到48项;二是全国铁路固定资产投资由7000亿元增加到7200亿元;三是新线投产里程由6600公里增加到7000公里以上;四是33个开展前期工作项目,必保10个项目在年内完成可研批复。

  3、我国首个绿色经济区域规划进入实施阶段

  我国首个以绿色经济为主题的区域规划——《普洱市建设国家绿色经济试验示范区发展规划》(以下简称“规划”)获国家发改委批准。

  4、高铁“盛宴”开启 工程将惠及混凝土行业

  今年两会期间,全国人大代表、中国工程院院士、中国中铁隧道集团副总工程师王梦恕透露,我国正在构建全国8小时高铁圈,除乌鲁木齐、拉萨外,从全国任何一个省会城市到另外一个省会城市,都不会超过8小时。

  5、发改委:成品油调价今年第三次搁浅

  国家发改委宣布,4月10日国内成品油价格不作调整,未调金额纳入下次调价时累加或冲抵。

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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

Adani is also a big man in the Indian cement industry and is the second largest cement producer in India. He entered the industry in 2022 with the acquisition of Holcim's cement business in India, which acquired about 70 million tons of cement per year for $10.5 billion. Adani plans to expand its annual cement production capacity to 140 million tons by 2028. Adani has previously invested $1.6 billion to acquire Sanchi Cement and Penna Cement, and is expected to acquire an additional 21 million tons of production capacity.