【CEMPI周评】上海湖北领跌 价格大幅下行

2014-06-03 11:24:59

上周五中国水泥价格指数(CEMPI)为109.1点,与去年同期相比,上涨4.09%,与上一报告期相比,下跌-1.21%,已连续三周出现下跌走势,创今年以来新低。长江流域水泥价格指数(YRCPI)为110.8点,与上一报告期相比,下跌了-1.52%,跌幅仍高于全国水平。

  上周五中国水泥价格指数(CEMPI)为109.1点,与去年同期相比,上涨4.09%,与上一报告期相比,下跌-1.21%,已连续三周出现下跌走势,创今年以来新低。长江流域水泥价格指数(YRCPI)为110.8点,与上一报告期相比,下跌了-1.52%,跌幅仍高于全国水平。上周行情继续下挫主要是受到上海、湖北、陕西三省价格大幅度下行的影响。

图1:CEMPI与YRCPI走势大幅走跌

数据来源:中国水泥研究院

  分区域看,上周,东北地区行情稳定,但销量依旧呈下滑趋势;华北地区北京、内蒙古两省个别厂家有所上涨,总体报价平稳;华东地区受雨水、外来熟料降价、下游资金不足等多重因素影响,水泥价格整体走低,个别城市如济南、济宁企业受天气好转开工率提升影响价格有所走高;中南地区各省天气略有好转,整体需求有所回升,广西价格继续走高;西南地区贵渝受雨天影响,价格有所下调;西北地区陕西再度下跌,目前已基本探底,其他省市表现平稳。

  从价格异动分析,水泥价格主要下跌的省份是上海、湖北、陕西,下跌幅度分别为-7.71%、-4.92%和-3.98%;主要上涨的省份是广西、贵州、四川,上涨幅度分别为0.37%、0.11%和0. 05%。

图2:全国31省市上周价格环比情况(%)

数据来源:中国水泥研究

  从具体变化上看,价格下调前三省份中,上海市受亚信会及中俄军演港口运输受限、部分原材料供应紧缺、上下游资金不足等多重因素影响,水泥价格走低30元/吨;湖北地区行情萎靡,各企业为刺激成交量,继续下调水泥价格20元/吨左右;陕西受市场竞争加大影响,西安、咸阳、渭南等地海螺、尧柏、冀东、声威等主要企业42.5级散装出厂普遍下调20-25元/吨,部分厂家同步下调32.5级袋装出厂下调10-15元/吨左右。价格上涨前三省份中,实际成交价格上涨幅度均较小,广西西北一带需求形势表现不错,企业库存走低,百色地区凌云海螺、田阳华润、田东登高、东泥等主要厂家相继对各规格袋装水泥出厂上调20元/吨,但高标水泥价格保持稳定;贵州遵义市拉法基上涨20元/吨,其他区域基本稳定;四川乐山市峨胜小幅上涨,区域整体价格稳定。

表1:价格下跌省份具体品牌价格跌幅分析

数据来源:中国水泥网行情数据中心

表2:价格上涨省份具体品牌价格涨幅分析

数据来源:中国水泥网行情数据中心

All can be viewed after purchase
Correlation

Since the 30th, major manufacturers in Shanghai have again notified an increase in the price of high-standard cement by 20 yuan/ton, and the extent of implementation remains to be observed.

2025-03-31 10:56:07

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

What is happening in the cement industry?

2025-03-24 07:01:33

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

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

According to the data center of China Cement Network, the overall price of cement in Northwest China is stable, the demand is weak, and the supporting factors for price increase are insufficient.

2025-03-07 17:55:06

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

Cement prices in Fujian, Hunan, Anhui, Jiangsu, Shanghai, Shaanxi, Guangdong, Hebei, Guizhou, Sichuan and other provinces began to rise in late February. After March, domestic cement prices continued to rise as a whole, and cement and clinker prices in the three northeastern provinces, the Yangtze River Delta and Hebei came out one after another.

2025-03-06 14:36:10

China Cement Network Market Link shows that since March, the domestic cement market has continued to rise, and the price of cement and clinker has been raised in the three eastern provinces, Yangtze River Delta and Hebei.

2025-03-05 15:00:24

Since the 5th, some major manufacturers in Shanghai have raised the price of various kinds of cement by about 30 yuan/ton in the second round of notification, and the surrounding foreign cement has been basically adjusted synchronously.

2025-03-05 13:31:55

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

Since February 19, domestic cement prices have risen in a wide range, including Fujian, Hunan, Anhui, Jiangsu, Shanghai, Shaanxi, Guangdong, Hebei, Guizhou and Sichuan, and cement prices in some areas of at least ten provinces and cities have risen by 10-80 yuan/ton.

2025-02-28 14:29:17

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

Is it normal for cement prices to fall in a wide range after the beginning of the year? Judging from the law over the years, the price callback at the beginning of spring is the norm of the industry.

2025-02-24 13:19:27

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

On the 21st, some major manufacturers in Shanghai began to raise the price of cement by 20 yuan/ton.

2025-02-21 11:41:44

Fujian's current round of price increases is mainly due to the contraction of the supply side. According to the local kiln shutdown plan, Fujian cement enterprises need to shut down kilns for 40 days from January to February and 15 days in March, and they must complete it without fail. However, due to the lack of demand-side power and the obvious downward trend of cement prices in the surrounding market, it is difficult for Fujian to implement this round. This round of price increase is only 10 yuan/ton, or there are concerns about the inflow of surrounding cement, China Cement Network Market Data Center will continue to pay attention.

2025-02-18 11:40:49

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

Recently, some enterprises in Shanghai have continued to loosen the price of cement by 25-35 yuan/ton.

2025-02-10 15:19:21

The central and southern regions are stable and small. As the Spring Festival is approaching, the construction sites and mixing stations in Guangdong and Guangxi are basically shut down, and the market demand is flat. Despite the local cement price increase notice, the actual price is not in the market, and the concrete price is mainly stable. The market demand in the two lakes region declined seasonally, and the price of concrete was weak and stable.

2025-01-20 13:05:19

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 middle and lower reaches of the Yangtze River are the main demand market for sand and gravel aggregates, with a total annual demand of nearly 5 billion tons. Hubei is located in the middle reaches of the Yangtze River, with natural geographical advantages, while relying on the advantages of water transportation, the production of sand and gravel will be transported to the downstream Yangtze River Delta hot sand and gravel market.

2025-01-14 15:21:52

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

China Cement Net Market Data Center News: Weak Operation of Commercial Mixed Market in East China

2025-01-10 17:22:35

On January 8, China Power Construction Qichun China (Shanghai) High-quality Aggregate Production and Application Summit Forum and Hubei Minben Group Shanghai Sand and Gravel Industry Annual Meeting 2025 were held. Hu Youyi, President of China Sandstone Association, Wang Jingchun, Honorary President of Shanghai Stone Industry Association, Yu Enze, Director of Energy-saving Building Materials Department of Shanghai Housing and Construction Commission, Liu Jingjiang, Director of Ministry of Housing and Urban-Rural Development Science and Technology and Industrialization Development Center, Wu Delong, President of Shanghai Sandstone Association, and other leaders attended the meeting.

2025-01-08 17:44:15

This week, the overall market demand in Jiangsu and Zhejiang has not changed much, but the cost of raw materials continues to decline, and the price of concrete has been lowered accordingly. Shanghai, near the Spring Festival, the market demand has declined significantly. In addition, the price of raw materials has fallen, and the market is mainly weak and stable.

2025-01-06 14:31:06

Recently, the scope of domestic projects has gradually expanded, the market demand has continued to weaken, the concrete market has been flat, and the quotation of enterprises has been stable and small. From December 26 to January 1, the national concrete price index closed at 111.39 points, and the ring ratio remained stable, with a year-on-year decline of 10.74%.

2025-01-03 18:19:46

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

2025-01-03 17:40:43

Looking forward to 2025, we believe that the demand for cement will continue to decline under the background that the real estate has not yet stabilized and the infrastructure is limited, but the industry's awareness of "anti-involution" will continue to increase, coupled with the current good start, it is expected that the average price of cement will rise slightly, and the industry's profits will be restored to a certain extent.

2024-12-31 16:06:01

In recent days, some major enterprises in Shanghai have continued to loosen and decline the price of high-standard cement by about 10-15 yuan/ton.

2024-12-30 16:32:47