4省10余市水泥价格大涨!1.6万公里铁路+7万亿农村基建引爆水泥需求

2019-09-05 09:01:40

4省10余市水泥价格大涨!1.6万公里铁路+7万亿农村基建引爆水泥需求。

  山东

  中国水泥网行情数据中心讯:市场进入传统旺季,需求销量缓慢回升,加之环保力度加大,原材料价格上调。为提升盈利,9月1日起山东淄博、济宁、临沂、滨州等地部分厂家开始通知上调水泥价格10-20元/吨。调后淄博、临沂等地P.O42.5散装主流出厂430-450元/吨,挂牌略高。

  此外,8月17日-9月5日山东地区执行为期20天错峰停窑,据目前行情来看,执行情况较好,各厂库存下滑较快,近期山东地区主要厂家上调水泥价格意愿较强。

  广西

  据市场反馈,9月1日起广西桂林地区海螺、南方等主导企业开始通知上调各品种水泥价格30元/吨。北海、贵港、玉林地区厂家4日跟进上调散装水泥价格20元/吨,部分熟料价格上调10元/吨。

  其中贵港地区部分企业对销北海市场同步上调散泥价格20元/吨,对销柳州市场上调水泥价格30元/吨;外销广东茂名、湛江市场熟料价格上调20元/吨。

  目前玉林地区P.O42.5散装主流出厂340-370元/吨,部分厂家挂牌略高。此外,柳州地区部分厂家于1日通知上调水泥价格30元/吨,但目前来看尚未执行。

  江西

  据市场反馈,为提升盈利,赣东北上饶、景德、鹰潭地区南方、海螺、万年青等主导企业继8月20日通知上调各品种水泥价格20元/吨后,9月3日起继续上调各品种水泥价格30元/吨。

  目前各企业已发布调涨通知,落实情况有待后续跟进。本次调涨前上饶地区主流挂牌出厂P.C32.5R袋装345-395元/吨不等,P.O42.5(R)散装350-410元/吨不等,其中价格较低的为区域价。

  云南

  据市场反馈,近期云南曲靖地区雨水天气较多,市场需求一般。但该地区水泥价格长期处于低洼状态,为提升盈利,8月29日起区域部分企业通知上调P.O42.5水泥价格30元/吨,落实幅度在20元/吨。目前曲靖市场主流到位P.C32.5R袋装325-350元/吨,P.O42.5(R)散装320-360元/吨不等。

  近期其他地区水泥市场:涨!涨!涨!大半个中国,数百家企业水泥价格上涨!专家:9月初还要大涨!

  据了解,2019年国家铁路集团计划和储备开通项目的名单,以及各省、市、区铁路重点建设和推进项目进度情况,结合“十三五”铁路规划,收集、整理并汇总了2020年前(“十三五”规划期内)拟开工建设铁路进度一览表,其中:

  新建项目总里程约1.4万公里,改扩建项目总里程约2000公里;

  新增项目包括:巢马城际铁路、天津至北京大兴机场城际铁路一期、石衡沧港城际铁路、石雄城际铁路、宁波至舟山(甬舟)铁路。

  2020年前拟开工铁路项目进度一览表▼

  另外,农业农村部初步测算,要落实乡村振兴战略规划重点任务,大约需要投资7万亿元以上。专家指出,今年是乡村振兴战略重大工程落地年,在扩内需背景下,农村基建将面临更大资金需求。

  目前,多路资金正加速“补血”。其中,除加大基金投资力度外,政府购买服务和专项债也将密集落地,还将撬动更多社会资本。专家表示,随着更多“真金白银”源源不断注入广袤农村,将有效激发农村市场的稳增长潜力。

  此外,京津冀协同发展、长江经济带、粤港澳大湾区、长三角一体化等战略也在稳步推进中。

  相信随着这些项目的进一步进展,2019年下半年,基建行业将继续保持在中速的增长水平上,对稳定经济增长起到重要的支撑作用。

  作为拉动水泥需求的三辆马车之一,基建的快速扩张无疑将利好重大水泥需求。

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Correlation

From a supply perspective. In 2024, the cement industry still showed a trend of "serious overcapacity". Although the expectation of environmental protection and low carbon still maintains the trend of "continuous overweight", "normalization of staggered peak production" and "carbon peak" have some constraints on the compression of cement supply in most regions, due to the overall weakening of market demand, the original production intensity of compressed cement has been difficult to reverse the current contradiction between supply and demand in a large scale, and the market. The effect of regulation and control on the supply side of superimposed peak staggering production is weakened, and the market competition is further intensified.

2024-08-28 11:34:46

According to the China Cement Network Market Data Center, the Northeast region shut down the kiln again for 15 days in August, which played a supporting role in cement prices.

2024-07-26 17:06:09

According to the data center of China Cement Market, the intensity of peak staggering has been increased, and the price of cement in Yunnan-Guizhou region has been raised by 30-100 yuan/ton, and the implementation remains to be observed. Cement prices in some markets in Sichuan and Chongqing have dropped by 30-50 yuan/ton.

2024-07-26 16:56:03

Cement Big Data Research Institute of China Cement Network has recently conducted online research on some sand and gravel enterprises.

2024-05-30 17:03:14

From January to March 2024, the cement output was 10,000 tons 33684, a decrease of 11.8% over the same period last year, an increase of 10.2 percentage points over the previous value. According to the full-caliber calculation, the output of cement in January-March decreased by 16.3% year-on-year.

2024-04-16 15:55:59

Looking forward to the second quarter, with the gradual stabilization of real estate and the accelerated issuance of special bonds, demand is expected to continue to release, but we should also be alert to the adverse factors such as insufficient funds, the arrival of rainy season and busy farming season, the amount of project start-up may be variable, the overall demand may still be less than the same period, and the space for cement price to rise under high inventory pressure. It is expected that the profit level may be at a low level in recent years.

2024-04-12 16:16:19

In terms of thermal coal price, Chen Tianyu believes that: 1. Excess supply and demand is difficult to change, and the situation of periodic tightening will still occur; 2. Under the dual-track system, pay attention to the rhythm of non-electricity demand release; 3. The price of 5500 kcal coal around Bohai Sea will be 973 yuan/ton in 2023, and the price focus will continue to move down in 2024, fluctuating between 750-950 yuan/ton.

2024-04-02 11:28:11

In January-February 2024, the output of cement was 10,000 tons 18280, a decrease of 1.6% over the same period last year, an increase of 0.9 percentage points over the previous value. According to the full-caliber calculation, the output of cement in January-February decreased by 7.9% year-on-year.

2024-03-18 16:54:15

On March 8, China Railway Fifth Bureau and Anhui Conch Cement Co., Ltd. held a symposium at the headquarters of the Fifth Bureau in Changsha and signed a strategic cooperation agreement.

2024-03-13 09:25:29

With the acceleration of a large number of infrastructure projects in Beijing, Tianjin and Hebei, it will bring favorable support to the local cement demand.

2024-02-28 14:35:29

On January 8, the Shandong Provincial People's Government officially issued a circular on the issuance of the Land and Space Planning of Shandong Province (2021-2035).

2024-02-19 13:30:20

The staff of Jiahuateshui, affiliated to China Building Material Group, unanimously expressed that in the new year, they should make persistent efforts to develop new quality productivity with practical actions, seize the opportunity to make a good start, and continue to add new brightness to Made-in-China.

2024-02-02 09:30:41

In 2023, India's cement market demand and production continued to grow, the domestic urbanization process was further accelerated, and the investment in infrastructure remained unchanged.

2024-01-22 13:39:47

In the Yangtze River Delta region in 2023, Shanghai performed best in terms of demand, while the annual average price of cement was Zhejiang > Shanghai > Anhui > Jiangsu, but both fell to the lowest level in five years.

2024-01-16 09:14:58

Recently, the cement network APP video number carried out the online live broadcast of "Sharing Hui Building Materials Observation", and Li Kunming, an analyst of China Cement Network Cement Big Data Research Institute, looked forward to the cement industry in 2024.

2024-01-12 12:10:02

Industry insiders believe that, driven by the steady growth policy, the growth rate of infrastructure investment will continue to rebound, new infrastructure investment will continue to expand, and the growth rate of private investment is expected to stabilize and rebound.

2024-01-07 11:46:02

Recently, Chengdu-Ziyi High-speed Railway, Shantou-Shantou High-speed Railway from Shantou South to Shanwei Section, Longlong High-speed Railway Longwu Section and other new railway lines have been put into operation one after another. A number of major railway projects, such as Shennan High-speed Railway, Weisu High-speed Railway and Shaoyong High-speed Railway, have been intensively constructed, and the railway network has become more and more dense, paving the "fast lane" for high-quality development.

2024-01-03 03:16:24

截至目前,“十四五”规划周期已过大半,从铁路和高速公路规划以及落实情况来看,2024-2025年期间新疆、河南以及四川等省份增长潜力相对较强,山东地区项目规划有望加快释放……

2023-12-27 16:26:09

如今,高争建材所参与的项目遍布西藏各地。

2023-12-27 15:46:20

房地产态势下行背景下,基建被认为是拉动水泥需求的关键,泉州—厦门—漳州城际轨道(R1线)建设有望对当地水泥需求产生有力的拉动。

2023-12-26 19:03:28

2023年,受房地产持续调整等影响,水泥行业发展景气度继续下降。一季度下游复工情况尚佳,整体需求好于同期;二、三季度“旺季不旺、淡季更淡”,需求减弱明显,加之市场竞争激烈,水泥价格持续走低;四季度需求弱势恢复,水泥价格小幅上涨。总体来看,2023年水泥产量创下近13年新低,尽管煤价重心有所下移,但水泥价格降幅较深,行业利润大幅萎缩。展望2024年,我们认为地产对水泥需求拖累减弱,水泥产量或将小幅下降,产能过剩压力下水泥价格中枢下移,行业效益难言乐观。

2023-12-22 17:20:42

2023年,下游终端市场仍然面临资金偏紧的局面,多数区域施工增量不及预期,加之上游企业竞争加剧,成本端支撑乏力,混凝土行业易跌难涨,效益进一步走弱……

2023-12-21 09:21:01

[水泥大数据研究院]水泥产业链指数运行周报(2023.12.15)

2023-12-15 17:18:06

2023年1-11月水泥产量为186735万吨,同比减少0.9%,降幅较前值收窄。其中,11月单月产量18979万吨,同比增加1.6%……

2023-12-15 15:14:37

在冲刺全年目标的关键阶段,中国能建葛洲坝水泥公司所属单位对照“建功葛洲坝 全力保增长”劳动竞赛目标要求,按下“快进键”、拉满“进度条”,以优质的产品、全方位的服务,助力多个重点工程有序推进。

2023-12-07 09:39:51

近年间,越来越多浙商正将目光和资金投向印尼。今年8月,红狮控股集团印尼东加红狮水泥有限公司一期日产10000吨熟料水泥生产线顺利点火投产。

2023-11-16 18:49:49

目前,西藏自治区仍处在基础设施建设的高峰期,水泥需求端支撑力度尚可,但考虑到前期产能增长,行业供应压力仍存,市场行情取决于实际产能释放情况……

2023-11-13 14:11:28

11月5日,葛洲坝浙江矿业开发有限公司与海螺(浙江)控股有限公司在宁波正式签署战略合作框架协议。

2023-11-09 09:44:47

广西、重庆、贵州水泥价格上调;青海企业水泥销量同比增长15%;水泥需求丨总投资1.9万亿,2376个项目开工

2023-11-08 14:46:22

1-10月,中国基础设施投资同比增长6.2%,全国共有2376个重大基建项目开工,总投资达19218.03亿元。其中,公路、铁路和轨道交通、水利水务、房建/市政类、港航等项目获得重点支持。增发1万亿元国债将优先支持重点项目,提高投资精准有效性。随着重大项目的实施与落地及万亿国债资金支持,水泥需求有望积极增长。

2023-11-08 09:53:08

10年来,海螺集团积极响应共建“一带一路”倡议,坚持“共商共建共享”,在20多个国家和地区拥有40余家企业,成为国内同行业海外发展最快的企业之一,成为投资规模和产能规模的“双料冠军”。

2023-10-20 09:36:12

今年以来,位于福建省漳州市大南坂工业园的漳浦龙麟水泥有限公司,在经济形势严峻复杂大背景下,公司积极创新转型应对挑战,克服房产建筑市场低迷影响,重点发展铁路专用水泥,打好翻身仗,保持了公司稳定健康发展。

2023-10-17 09:07:16

新疆水泥市场这种较为稳定的格局是否将会被打破呢?有业内人士表示,中亚水泥熟料项目的不断投放或为新疆水泥市场增添不稳定因素。

2023-10-16 09:17:51

近年来,新疆水泥市场一直保持良好的增长态势,尤其是2021年全疆水泥产量增长15.5%。但2022年由于疫情管控、全疆固定资产投资放缓,建筑项目开工不足等不利因素影响,水泥需求下滑严重,水泥价格整体下降。煤炭、原材料、物流成本等整体维持高位运行,在量价齐跌、成本上涨双向压力下,水泥行业利润严重下滑。

2023-10-09 18:45:23

各地陆续有项目开工,且投资额累积已达数万亿,同时,当前水泥产量跌幅仅3%左右,但水泥行情持续低迷,行业利润更是创下近年新低,您认为原因何在?

2023-10-08 09:23:25

业内表示,交通基础建设是拉动水泥需求的重要一环,特别是当前房地产行业告别高增长时代之后,交通基础建设对水泥需求的拉动更显重要。交通、水利水电等重大基础设施项目加快推进,将有效拉动水泥需求。

2023-09-27 09:18:58

今年新疆地区水泥市场总体需求同比增长,1-8月新疆地区的水泥销量同比增幅14%左右。

2023-09-20 10:39:41

业内表示,在各方利好消息下,随着相关项目的不断推进及落地,将刺激相关行业的发展,包括水泥需求。由于城建和基础设施建设需要大量的水泥,这些项目将对水泥市场需求带来积极的影响。

2023-09-15 09:36:20

近日,国家海事局官网发布《关于划定渤海海峡跨海通道工程勘察作业临时安全作业区的航行通告》,在渤海海域划定工程勘察临时安全作业区,船舶进行地质勘察作业。这是继2022年8月首次发布后,官方再次发布工程勘察通告。

2023-09-02 13:34:16

围绕三大区域具有协同优势和资源等条件的地方开展战略布局,适当增加水泥熟料产能,以提升总体规模和市场竞争力。

2023-08-28 11:42:22

推动企业绿能核减政策实施,研究推动水泥行业纳入全国碳排放权交易市场。

2023-08-25 11:19:41

从水泥价格、水泥产销量、水泥进出口等方面,分析12个主要国家水泥市场的具体情况。

2023-08-07 16:59:35

从近期中国水泥网对各地市场的调研信息来看,业内普遍认为,房地产行业已经走过高增长时代,房地产领域水泥需求大幅下滑,在此背景下,基建投资将成为拉动水泥需求的关键一环。业内预计,下半年随着交通基建在内的投资项目推动,水泥需求将获得支撑。

2023-08-01 09:37:07

既然产能无法完全发挥,大部分水泥企业可能根本不需要去外购碳排放指标,碳交易市场或许并不会像大家想像的那般火热。

2023-07-11 17:26:33

伴随着房地产投资、新开工项目数量的回落,水泥需求受影响在意料之中,影响幅度之大却在意料之外。是什么原因使得影响幅度如此之大?下一个能够平衡房地产端水泥需求萎缩的“希望”是什么?

2023-06-30 11:46:59

“近期水泥价格下滑主要是区域市场内新旧产能博弈导致供需矛盾加剧造成的,广西水泥需求接下来还会下滑,但是基建有望提供有力支撑”,谈及广西水泥市场情况,当地某龙头企业表示。

2023-06-26 18:11:42

2023年1-5月水泥产量为77141万吨,同比增长1.9%,5月水泥产量19638万吨,同比下降0.4%,5月需求弱势基本符合市场预期。

2023-06-16 15:24:22

高铁工程建设如火如荼地进行,这对低碱水泥的需求起到了明显的推动作用。为什么高铁建设要使用低碱水泥?低碱水泥的特点又是什么呢?

2023-06-16 10:31:02

[水泥大数据研究院]水泥产业链指数运行周报(2023.6.9)

2023-06-09 17:24:15

在当前市场形势下,水泥企业需要敏锐识别今年基建投资较往年的变化,加强对市场的分析和预测,适时调整经营方针以争取效益最大化。

2023-06-06 11:02:44

On November 21, the Western Construction (002302) issued a prospectus for issuing stocks to specific targets in 2021. The company plans to introduce Conch Cement as a strategic investor through this issue, and Conch Cement will subscribe for 183 million shares, accounting for 12.48% of the total equity after the issue, becoming the second largest shareholder. The purpose of this issue is to optimize the capital structure, supplement liquidity and repay bank loans, which is expected to bring the company an annual increase of 8.85 billion yuan in operating income and a total profit of 708 million yuan, up 38.71% and 78.23% respectively from 2023.