陈铁军:错峰减排 基建投入支撑四川水泥行情

2019-03-25 09:09:28

结合四川本地市场行情,陈铁军认为,当前四川本地水泥价格行情与周边市场联系密切。“临近省份市场在政策层面并没有严格的错峰减排计划,这对于严格执行错峰生产并受限于高压环保压力下的川渝水泥企业来说是一个非常大的挑战。”陈铁军说。外地熟料和水泥的流入对本地市场确实会是一个不小的冲击。受价格传导影响,陈铁军认为2019年四川水泥价格上会有小幅波动。

  受益于高压环保政策和错峰减排计划,借助2018年的行业东风,四川水泥市场也正处在历史最佳时期。但是这个时期能够持续多久,目前需求如何,价格走向如何?就这些问题,中国水泥网记者采访了四川省星船城水泥股份有限公司董事长陈铁军。

  结合四川本地市场行情,陈铁军认为,当前四川本地水泥价格行情与周边市场联系密切。“临近省份市场在政策层面并没有严格的错峰减排计划,这对于严格执行错峰生产并受限于高压环保压力下的川渝水泥企业来说是一个非常大的挑战。”陈铁军说。外地熟料和水泥的流入对本地市场确实会是一个不小的冲击。受价格传导影响,陈铁军认为2019年四川水泥价格上会有小幅波动。

  “但是归根到底,基建支撑需求的同时,维持合理价格的根源还是在于行业的自律性”陈铁军表示。

  前几年由于对市场缺少调研和数据分析,产能过剩严重,水泥价格触底,行业进入严冬期。随着国家供给侧结构性改革的有效落实和错峰政策的有效执行,水泥企业的行业自律性也越来越高,行业集中度也在提高,这些都导致水泥企业去年价格、利润空前提高。

  近年来,川渝地区,大量基础设施建设即将投入开工,这势必也将拉动需求的增长。“基于需求而言,当前的需求量延续几年是没有问题的。”陈铁军对记者说。

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Etuoke Banner Yongheng Cement Co., Ltd. was established on July 29, 2009, with its registered address located in the south of Jinghua Oxygen Plant, Qipanjing Industrial Park, Qipanjing Town, Etuoke Banner, Ordos City, Inner Mongolia Autonomous Region, and its legal representative is Wu Yongping. Its business scope includes licensed business items: production and sales of cement. General business items: sales of coal gangue, fly ash, clinker, limestone, granulated slag and gypsum.