东北水泥、熟料南下受阻!南方沿海水泥价格或将继续上涨

2019-10-18 09:05:24

在东北地区严查超载情况影响下,南下水泥和熟料集港或受到限制,预计未来一至两个月进入浙江沿海地区水泥将会大幅减少,后期沿海地区水泥价格或有望继续上涨。

  近日,沈阳市混凝土协会发布《关于严格执行混凝土网刊价格的通知》,通知中称,近日辽宁省政府对“百吨王”超载货车进行治理和查处,致使运输成本和原材料成本大幅涨价,导致混凝土行业基本处于半停产状态;由于市场不规范,造成混凝土企业亏损运行,为使混凝土行业健康发展,不影响沈阳城市建设,应混凝土会员企业强烈要求,沈阳市混凝土协会于10月9日上午召开了常务理事会,一致同意按网刊价格严格执行,规范混乱无序的市场价格行为。经认真调研和分析研究,结合当前市场状况,确定从10月9日起全市混凝土价格按现行价格下浮不超过5%执行(如C30每立方米不低于320元)。

  据中国水泥网了解,10月3日下午13时,辽宁省局召开紧急视频会议,支队随后召开续会。杨文铁局长通报葫芦岛绥中“10.2”致6人死亡较大事故情况;传达唐一军省长、王大伟厅长的指示精神;对当前工作进行紧急部署。

  省局要求:1、国庆假日期间,严格落实管理措施,保证假期道路交通安全。

  2、从10月8日起至10月28日,各地自行组织重点查处“百吨王”和超载超速、拼装改型的大货车,要求有数量、见效果。

  3、10月29日以后,省局安排异地调警,发现仍有“百吨王”和超载超速、拼装改型的大货车上路行驶的,倒查责任区域路段的管理单位及民警责任。

  大队领导指示:1、全队立即贯彻落实省局、支队会议精神。2、仙人岛、北海中队结合各自管辖路段(特别是滨海路)的实际情况开展工作。3、其它路面中队按照赵队安排开展工作。4、排查梳理“百吨王”货车情况;督促整改逾期未检验、未报废货车。5、各单位要突出战果,注意安全。会议期间,杨文铁局长来到点调会场并讲话,对大连支队在省局昨日会议后迅速行动查货6台百吨王大货车,予以通报表扬。

  文铁局长指出,打击超载,重中之重是百吨王,12月30日前,辽宁区域内要杜绝在辽宁注册的百吨王上路行驶,外地的百吨王进入辽宁也要打。百吨王都是拼装车辆,要学习营口支队联合巡特警进行打击,联合食药侦打击生产源头。在讲评鞍山时,杨文铁局长指出海城、台安百吨王车辆很多,问题严重,要向朱伟政委报告,向志刚市长报告。

  另据业内人士透露,在东北地区严查超载情况影响下,南下水泥和熟料集港或受到限制,预计未来一至两个月进入浙江沿海地区水泥将会大幅减少,后期沿海地区水泥价格或有望继续上涨。

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Correlation

Jinyu Group announced on December 6 that Jidong Cement, a holding subsidiary of the company, intends to acquire 100% equity of Shuangyashan New Age Cement Co., Ltd. (Hereinafter referred to as "Shuangyashan Cement") at a valuation of 635 million yuan.

2024-12-09 09:47:59

On December 1, Huaxin Cement announced that it intends to acquire Holley Nigeria Caricement B. V and Davis Peak Holding for US $838 million (RMB 6.082 billion). 100% equity interest in Limited. Huaxin Cement's overseas business has become an important business pillar of the company, and this acquisition is expected to open up a new pattern of Huaxin's overseas market, which is an important fulcrum for the company to expand the West African cement market.

2024-12-03 09:27:50

"Flood is not blocked by dredging", peak staggering production has helped the cement industry to create brilliance, but also delayed the window period of the industry to capacity, so that the problem of overcapacity is becoming more and more serious. At present, all kinds of disadvantages accumulated in the industry, in the final analysis, are overcapacity, it is imperative to go to capacity, and the cement industry is also the time for strong men to break their wrists.

2024-11-27 10:25:41

According to the information from China Cement Market Data Center, the price in Chongqing and Northeast Chongqing in the southwest region has risen by 30 yuan/ton, and the implementation remains to be observed; the price in Changdu, the Xizang, has risen by 50 yuan/ton, and the implementation remains to be observed; Sichuan and Yunnan maintain stable operation.

2024-11-15 17:34:42

According to China Cement Market Data Center, the demand in Sichuan and Chongqing in Southwest China has improved, and the cement price has been steadily promoted; the price increase in Yunnan and Guizhou may be blocked. It is understood that the fourth quarter of Yunnan plans to implement peak staggering production for 51-60 days, affected by the policy, the output of enterprises in the region has declined, and the inventory has declined slightly.

2024-10-18 17:38:28

In September, real estate investment continued to decline, infrastructure funds in place were insufficient, and some areas were greatly affected by typhoons and heavy rainfall, terminal demand was still relatively low, Jinjiu market expectations failed, but at the end of the month, affected by peak staggering and production reduction, the Yangtze River Delta region sharply pushed up cement and clinker prices, and the national cement prices rose. In October, on the supply side, it is expected that the supply side will be relatively stable, the terminal demand will continue to improve, and the overall cement price in October will show a strong trend of volatility.

2024-10-11 15:31:54

Industry insiders said that the merger and reorganization of the cement industry is the only way to transform and upgrade the industry and achieve high-quality development. At present, the problem of overcapacity in China's cement industry is prominent, which seriously affects the overall efficiency and sustainable development of the industry. Through mergers and reorganizations, we can effectively eliminate backward production capacity, optimize the industrial layout, improve industry concentration, and make room for the healthy development of the industry.

2024-09-29 14:32:32

On September 11, Jinyu Group said that in August, the price of cement clinker increased by 3% compared with the same period last year, and continued to improve. In addition, in the first half of the year, the aggregate business of the company achieved a cumulative operating income of 729 million yuan, an increase of 23.7% over the same period last year, and a gross profit rate of 50.7%. In September, Hebei sub-region staggered peak production for 10-17 days, Northeast sub-region staggered peak production for 10-20 days, and Shaanxi staggered peak production for about 15 days, which are currently in the process of implementation.

2024-09-19 10:06:46

In the short term, rigid peak staggering is the only way out for the cement industry. We must accurately stagger the peak and stop at the same time. If it is difficult to start at the same time, we should stop at the same time first. In the long run, further improving the concentration is an effective way to reduce production capacity in the cement industry.

2024-08-23 13:13:52

We need to establish the core values of "others earn more, I can earn more" to guide production and operation. In the short run, only by actively limiting production and restoring the balance of supply and demand in the weak market, can the cement industry achieve a recovery in efficiency. Without enough initiative and consistency to limit production, all those who talk about the price of cement are cheaters and hooligans, and they can not succeed.

2024-08-13 15:12:11

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

In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).

2024-07-23 16:45:00

According to the expected production capacity distribution this year, the overall production capacity is 17.577 million tons, accounting for 45.5% of the capacity under construction.

2024-07-18 09:35:25

According to the China Cement Network Market Data Center news, the northeast region continued to implement the staggered peak kiln shutdown, clinker supply shortage, 5-10 days to push up 50-60 yuan/ton.

2024-07-12 17:29:19

The rise of cement is strong, and the concrete market may meet the cost conduction price increase.

2024-07-12 16:21:46

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

Under the serious overcapacity, whether the project can be established or not may not be certain!

2024-07-12 09:53:58

The industry said that the sustained rise in cement prices in Northeast China was mainly due to the positive response of enterprises in the region to the policy of peak staggering production, the reduction of cement inventory to a low level, and the optimization of market supply and demand.

2024-07-11 09:30:10

On the 10th, leading enterprises in Harbin, Heilongjiang Province and Jilin Province notified an increase in cement prices by 50 yuan/ton.

2024-07-10 10:34:35

Recently, Heilongjiang, Jilin and Liaoning provinces in Northeast China have issued a notice of peak staggering production. According to the relevant plan, from August 1 to August 16, the Northeast Cement Clinker Production Line will carry out peak staggering production and stop the kiln for 15 days.

2024-07-09 10:34:43

With frequent high temperature and rain weather, the building materials market has entered the off-season of traditional demand.

2024-07-08 16:16:39

According to China Cement Network Market Data Center, Liaoning cement market sales are stable, and the price of cement has been raised by 60 yuan/ton since the 5th. The price increase is expected to be good, and the price fluctuation in Heiji area needs attention.

2024-07-05 17:21:53

According to the data center of China Cement Market, the price of cement in Northeast China is generally stable, the demand is stable, and the expectation of off-peak kiln shutdown is good.

2024-06-28 17:09:41

The three northeastern provinces issued a notice of cement peak staggering production in July, requiring cement enterprises in the province to shut down kilns for 15 days in July.

2024-06-24 10:42:23

According to the cement network market data center news, this week, the price of cement in Northeast China is stable, the peak is over, and the kiln lines resume operation.

2024-06-21 16:28:46

For a long time, cement has been recognized as a "short-leg" product. With the advancement of water transport construction, the capacity of major transport channels such as the Yangtze River and the Xijiang River has been improved. With the implementation of rail-water intermodal transport and river-sea intermodal transport, the radius of cement transport has been increasing.

2024-06-18 15:57:19

According to the China Cement Network Market Data Center, the price of cement in some markets in Sichuan and Chongqing has been raised by 50-130 yuan/ton, which is a large increase, and the actual implementation remains to be observed.

2024-06-14 20:06:50

According to the China Cement Network Market Data Center, this week, the second round of cement prices in Guangxi began to rise by 30-40 yuan/ton in a month, while cement prices in Guangdong were mixed.

2024-06-14 19:47:39

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 China Cement Market Data Center, this week, the current round of kiln shutdown in Northeast China is coming to an end. Since April, leading enterprises have repeatedly pushed up prices, making cement prices in the region currently at the leading level in the country.

2024-06-14 17:27:12

According to the data center of China Cement Market, the price increase of cement in Northeast China has been well implemented, and the new national standard and peak staggering production support the market.

2024-06-07 17:05:38

According to China Cement Network Market Data Center, driven by factors such as kiln shutdown and the implementation of the new national standard, the price of cement in Guangxi Province has risen by 30 yuan/ton, and the implementation remains to be observed. The Guangdong market is tepid, and the quotation is temporarily stable. After the market of the two lakes rose, the implementation was not good.

2024-06-07 16:54:49

Accelerate the strategic integration of key markets, focus on Beijing-Tianjin-Hebei, Northeast and Shanxi regions, accelerate the efficiency of regional mergers and reorganizations, enhance market control and voice, and build a new pattern of coordinated development of "Beijing-Tianjin-Hebei + Northeast + Northwest".

2024-06-06 10:00:30

To safeguard the overall situation of the industry and promote sustainable development, we need to abandon narrow interests and work together to overcome difficulties.

2024-06-06 09:48:27

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

According to the Chinese cement network market data news, the implementation of the new national standard pushed up the cost, and the northeast staggered peak kiln stopped to push up the cement price.

2024-05-31 15:59:01

According to the industry, the main reasons for the rise in cement prices in many places in this round are as follows: 1. Cement prices have been at the cost line in the early stage, and cement enterprises have a strong willingness to raise prices and reduce losses; 2. Most regions continue to carry out peak-shifting production measures, and the relationship between supply and demand in the market has improved; 3. The new national standard for cement will be implemented on June 1, and the implementation of the new national standard will increase the cost of cement production.

2024-05-31 09:52:50