[原创]福建水泥市场:面朝海西 春暖有待花开

2014-05-04 13:17:33

福建处于长三角和珠三角的连接处,拥有良好的地理优势;省内闽西北地区拥有丰富的石灰石资源;此外,以福建为主体的海峡西岸经济区建设上升为国家战略后,获得巨大的政策支持。多年来福建省水泥工业在拥有“地利、资源、政策”三大优势下,取得了巨大的发展。但今后在全省经济增长方式逐渐转变以及水泥产业结构面临重大调整的情形下,区域水泥市场将如何演绎?当地龙头企业又将如何顺势而为?本文在此作一简要分析,以供鉴飨。

  福建省位于中国东南沿海,处于长三角和珠三角的连接处,拥有良好的地理优势;闽西北地区拥有丰富的石灰石资源,具有天然的资源禀赋;此外,自2006年以来以福建为主体的海峡西岸经济区建设快速推进,随后上升为国家战略,成为国家经济发展的一个新经济增长极。福建省水泥工业在拥有“地利、资源、政策”三大优势下,获得了巨大的发展。在全省经济增长方式逐渐转变以及水泥产业结构面临重大调整的情形下,区域水泥市场将如何演绎?当地龙头企业又将如何顺势而为?本文在此作一简要分析,以供鉴飨。

一、福建水泥行业运行现状

1.1、自“十一五”起,全省经济增长开始发力

  福建省位于东南沿海,处于全国东部经济快速发展的地区,尤其是位于长三角和珠三角的连接处,全省经济发展拥有众多有利条件。但在长三角和珠三角的经济发展领跑全国经济的时候,福建在“十一五”之前的经济增长却步履姗姗,与周边地区形成了明显差距。通过全省多年的坚持和努力,2006年国家“十一五”规划明确指出支持海峡西岸经济区发展,2009年海西战略由地方战略全面升级为国家战略。这为以福建为主体的海峡西岸经济区建设的全面推进提供有力支持和保障。

  在2006年以前,福建的GDP增速不及周边三省,最高增速为2004年的10.8%;而自2006年起,全省加快发展步伐,尤其在“十一五”期间,GDP增速上升一个台阶,年均增速提升至13.84%,较“十五”期间的10.76%高出3.08个百分点。在2006年以后,福建省的经济增速高于周边的浙江、江西和广东等省份,显示其强大的经济发展动力和巨大的增长空间。2011至2013年,全省GDP增速分别为12.30%、11.10%和11.00%,呈现下行走势,但依然处于较高位。地区经济经过多年的快速发展使得全省综合实力明显增强,全省人均GDP快速增长,在2010年福建仅为40025元/人,与广东的44736元/人,尚有一定的距离,但至2013年,两省的人均GDP差距已缩小至1000元/人,福建省大有迎头赶上之势。

图1:自“十一五”起,福建省GDP增速居周边各省之首 

数据来源:国家统计局,中国水泥研究院

1.2、多年来区域内的基建、房地产投资保持高位

  随着2009年海峡西岸经济区在全国发展大局中地区作用的提升,福建全省开始进入全面建设,经济一体化、投资贸易自由化、产业高级化、区域城镇化等发展目标清晰明确,由此促使全省加快固定资产投资,为实现未来经济的腾飞打下坚实基础。2010年全省固定资产投资增速为33.10%,一改2008和2009年投资增长乏力的态势。随后由于受国家宏观经济大环境的影响,福建全省的固定资产投资增速有所减缓,由2011年的27.80%下降至2013年的23.50%。2013年的固定资产投资增速为近四年来的新低,但依然整体表现较为稳健,且此增速居2013年华东各省之首,较周边的江西、浙江分别高出3.5和5.4个百分点。

…………



会员单位:请登录继续阅读!

非会员单位:请进入中国水泥网网上商城公共资源库购买继续阅读!


All can be viewed after purchase
Correlation

The concrete market in East China has risen slightly.

2025-04-03 16:36:12

According to China Cement Market Data Center, the northwest cement market has recovered weakly, the market in Shaanxi has stabilized in stages, and the price of Gansu, Qinghai and Ningxia has stabilized under the new rising fatigue.

2025-03-31 15:34:56

According to the data center of China Cement Network, the cement market in southwest China has changed frequently. Prices in Sichuan and Yunnan have fluctuated and fluctuated recently. Cement prices in Chongqing have been stable after rising.

2025-03-31 15:24:35

According to the China Cement Network Market Data Center news, the price of cement in Guangxi started the second round of 20 yuan/ton increase, and the price in Guangdong was mixed. The price of cement in many places in the two lakes has risen by about 30 yuan/ton.

2025-03-31 15:04:34

Domestic concrete demand improved slightly this week, but the overall concrete price index slowed down due to the mixed rise and fall of raw material prices. From March 24 to March 28, the national concrete price index closed at 100.56 points, up 0.07% annually and 17.83% year-on-year.

2025-03-28 18:04:44

The concrete market in East China is stable and small.

2025-03-28 16:37:08

Under the overall goal of green and high-quality development of cement industry, ultra-low emission is gradually becoming the "standard" of cement enterprises, and enterprises that fail to meet the standards will face the risk of stopping production, limiting production or even withdrawing from the market, and environmental compliance will become the "admission ticket". Enterprises that do not meet the requirements of green development or are unable to promote their own environmental upgrading may be eliminated in this round of industry shuffling.

2025-03-26 15:28:14

In the near future, the downstream start-up has gradually increased, coupled with the better shutdown of kilns by enterprises, and the national price has continued to rise.

2025-03-25 09:32:19

Looking forward to the future, with the joint efforts of the government, associations and enterprises, relying on the unswerving belief and the spirit of continuous innovation, the cement industry will break through the haze, successfully achieve transformation and upgrading, stride forward on the broad road of high-quality development with a brand-new attitude, and write its own brilliant chapter.

2025-03-24 17:09:55

According to China Cement Market Data Center, cement prices in the Yangtze River Delta region of East China have stabilized after rising as a whole, and cement prices in Fujian are brewing to continue to rise. The implementation in Shandong is not good enough, and some of them have fallen back to the level before the rise.

2025-03-24 14:57:35

According to the data center of China Cement Network, the cement market in Northeast China was stable as a whole last week, and the price did not fluctuate significantly.

2025-03-24 14:17:15

Since the 22nd, regional leading enterprises have notified many places in eastern Guangdong to raise the price of various kinds of cement by about 20 yuan/ton, and the specific implementation remains to be seen.

2025-03-24 11:29:15

This week, the demand for concrete market further recovered, the cost increase narrowed, the price of concrete in most regions was mainly stable, and some parts followed the slight adjustment of raw materials. From March 17 to March 21, the national concrete price index closed at 100.49 points, up 0.09% annually and down 17.99% year-on-year.

2025-03-23 23:59:23

The concrete market in East China is stable and small.

2025-03-21 17:08:50

This week, the domestic concrete market demand continued to improve, the upstream raw material cost continued to push up, the concrete price was mainly stable, followed by the partial increase in raw materials. From March 10 to March 14, the national concrete price index closed at 100.40 points, up 0.29% annually and down 18.40% year-on-year.

2025-03-14 18:26:29

According to China Cement Market Data Center, cement prices in some markets in East China, such as Fujian and Zhejiang coastal areas, rose by 20 yuan/ton this week, while the rest of the market stabilized after rising. The price of cement in Shandong has risen sharply by 50 yuan/ton, and the implementation remains to be observed.

2025-03-14 17:47:50

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou.

2025-03-14 16:25:27

Faced with the complex and severe new cycle of the current cement market, how should the cement industry fight against involution and seek breakthroughs in the future? This topic triggered a heated discussion among the participants.

2025-03-13 18:40:31

Domestic market demand continued to pick up slowly this week, and upstream raw materials tried to push up, but it was difficult for concrete enterprises to transmit downstream, mostly to wait and see. From March 4 to March 7, the national concrete price index closed at 100.11 points, up 0.01% annually and 18.99% year-on-year.

2025-03-07 18:07:16

According to the data center of China Cement Market, the cement market in southwest China is mixed. This week, the price of cement in Guizhou is basically stable, pushing up the price of cement by 60 yuan/ton in the early stage, but most enterprises have not yet implemented the rise, coupled with the dark drop in the transaction price of enterprises in the early stage, the overall implementation is not good.

2025-03-07 17:46:36

According to China Cement Market Data Center, cement prices in central and southern Guangdong, Pearl River Delta and western Guangdong have narrowed compared with the notification range, while market quotations in Guangxi have not changed significantly. At present, there has been a callback in Hunan's previous price increase area, and there has been no major change in Hubei.

2025-03-07 17:36:55

According to the data center of China Cement Market, the cement market in southwest China is mixed. Cement prices in Guizhou are mainly stable this week. According to market feedback, the weather in Guizhou has improved, the temperature has risen slightly, and the demand for cement has increased slightly.

2025-02-28 16:20:08

According to the data center of China Cement Network, the market in the Pearl River Delta, western Guangdong and northern Guangdong in central and southern China notified the price of cement to be raised by about 20-40 yuan/ton, while the price in Guangxi remained stable. Hunan Changsha-Zhuzhou-Xiangtan and other places began to push up the price of cement by about 10-20 yuan/ton, while the price of cement in eastern Hubei went down slightly.

2025-02-28 16:16:39

This week, domestic demand in some regions has improved, but most of the market demand performance is still relatively weak, concrete prices are mainly stable, with small fluctuations in local raw materials. From February 24 to February 28, the national concrete price index closed at 100.10 points, down 0.17% annually and 19.13% year-on-year.

2025-02-28 15:07:34

Despite the strong willingness of enterprises to raise prices, the recovery of market demand is relatively slow, and in some areas, even due to problems such as capital repayment, the construction site start-up rate is low, and the actual implementation remains to be further observed.

2025-02-26 09:27:50

This week, the pace of downstream resumption of work in most regions of China is still relatively slow, coupled with the unstable support of the cost side, the price of concrete has declined steadily. From February 17 to February 21, the national concrete price index closed at 100.27 points, down 1.76% annually and 19.23% year-on-year.

2025-02-21 18:06:59

China Cement Net Market Data Center News: The price of raw materials in some parts of East China has been pushed up, and the power of concrete adjustment is slightly insufficient.

2025-02-21 17:46:36

According to China Cement Network Market Data Center, cement prices in East China, Yangtze River Delta, Shanghai, Southern Jiangsu and other places began to increase by 20 yuan/ton this week, and the rest of the market will follow up. The price of cement in Fujian has risen by 10 yuan/ton, and the implementation remains to be observed.

2025-02-21 17:22:06

After the Spring Festival, the pace of recovery of downstream terminal demand is slow, the concrete market is still relatively depressed, and the focus of transactions is stable and weak. From February 10 to February 14, the national concrete price index closed at 102.07 points, down 1.39% annually and 17.78% year-on-year.

2025-02-16 23:15:36

China Cement Net Market Data Center News: Raw material prices continue to decline, the East China concrete market is weak.

2025-02-14 16:19:41

On January 22, Fujian Jinniu Cement Group held a business meeting in 2025. Review and summarize the work in 2024, analyze the situation, deploy work objectives and measures, unify ideas and clear objectives, and make every effort to do a good job in 2025.

2025-01-26 08:36:34

Near the Spring Festival holiday, the downstream generally shut down for holidays, the concrete market is basically at a standstill, and the quotation of enterprises is steadily declining. From January 13 to January 17, the national concrete price index closed at 106.63 points, down 1.95% annually and 14.26% year-on-year.

2025-01-17 17:17:59

The significance of the promulgation of the Discretionary Benchmark is mainly reflected in the "three benefits". First of all, it is conducive to further strengthening the rule of law in emergency management in the new era. In recent years, a series of laws, regulations and rules in the field of administrative punishment law, safety production law and emergency management have been amended one after another. Benchmarking is the need of the current practice of emergency management and safety production law enforcement, and it will play an important role in ensuring the correct and effective implementation of laws and regulations.

2025-01-16 15:19:37

Near the Spring Festival travel rush, and the temperature dropped significantly, most construction sites and mixing stations in Jiangsu have been shut down one after another, the demand for seasonal decline, coupled with the continuous decline in raw material cement prices. Affected by this, it is expected that the concrete market will continue to decline. In Shanghai, the market demand declined. In addition, the price of raw materials has fallen, and the market is mainly weak and stable. This week, the overall market demand in Zhejiang has not changed much, and the overall market price is mainly stable.

2025-01-13 13:06:22

Recently, the shutdown of construction sites in various parts of the country has increased, the market demand has further declined, and the cost has supported the fatigue, so the price of concrete has weakened. From January 2 to January 8, the national concrete price index closed at 109.20 points, down 1.97% annually and 12.34% year-on-year.

2025-01-10 18:24:51