【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

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Correlation

In October, with the gradual decline of the national temperature, the northern project came to an end, and there was a small-scale rush to work in some areas, while the southern construction activities increased, the demand warmed up, and the shipment volume increased slightly. On the supply side, a number of sand and gravel aggregate projects have been successfully put into operation, production capacity has been released rapidly, sand and gravel prices have stopped falling slightly, and have entered a narrow range of volatility.

2024-11-05 11:42:36

Recently, the domestic temperature has dropped, local demand has dropped compared with the previous period, and the price of concrete market is mainly in a narrow range. From October 24 to October 30, the national concrete price index closed at 112.12 points, down 0.02% annually and 10.33% year-on-year.

2024-11-01 01:06:33

Looking forward to the fourth quarter, we believe that the demand for cement will continue to weaken, but under the background of the rising voice of "anti-involution" and the increasing awareness of self-help in the industry, enterprises will intensify their efforts to limit production, cement prices are expected to rise, and industry benefits will continue to be restored. Throughout the year, cement demand will face greater downward pressure, and the industry's profit decline is still large.

2024-10-30 17:15:19

On October 24, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was held in Wuhu, Anhui Province. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Materials Co., Ltd., Li Jian, Associate Researcher of Chinese Academy of Environmental Sciences, Fan Yueming, Professor of South China University of Technology, Zhuge Wenda, Chairman of Leishan Cement Co., Ltd., Century Xinfeng, Hubei, Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center.

2024-10-24 16:55:38

However, it should be noted that brand promotion is not achieved overnight, but requires years or even decades of efforts. Our primary service offering is pricing strategies for large and mid-sized businesses to improve margins and achieve growth. The profit is equal to the price times the sales volume minus the cost. According to our research, there is a tenfold relationship between pricing and profit, while there is only a sixfold relationship between cost and sales volume, because when sales volume increases, the corresponding cost will also rise. We support Chinese enterprises to improve their profits, because only profits are the key to the survival of enterprises.

2024-10-12 13:16:50

According to the China Cement Network Market Data Center news, the implementation of cement prices in the Pearl River Delta region of Guangdong in the central and southern regions is general, while the Guangxi region is stable and declining. Eastern Hubei and other regions plan to push up the price of cement by 30 yuan/ton again. Driven by the price increase in eastern Hubei, individual market prices in Hunan have been notified to rise again.

2024-09-27 16:48:15

Domestic construction conditions have not improved significantly, coupled with the small number of new key projects, the market demand is still relatively low, and the price of concrete has fallen more or risen less. From August 8 to August 14, the national concrete price index closed at 114.48 points, down 0.33% annually and 11.69% year-on-year.

2024-08-17 10:46:53

Demand is still weak, and concrete prices begin to decline.

2024-08-16 17:16:26

Domestic construction conditions have not been significantly improved, coupled with insufficient new projects in most regions, the concrete market is still flat. From July 25th to July 31st, the national concrete price index closed at 115.36 points, down 0.59% from the previous month.

2024-08-02 17:29:53

In order to reduce inventory pressure, cement prices showed signs of a slight decline.

2024-07-26 15:37:00

We will jointly discuss and analyze the practice path of ultra-low emission in the cement industry, and promote the industry to move towards a more energy-efficient and environmentally friendly future.

2024-07-23 18:02:53

According to the data center of China Cement Market, the supply of cement market in Northeast China has eased, the shutdown of kilns in Liaoning has been extended, and the price is stable.

2024-07-19 17:24:20

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

According to the China Cement Network Market Data Center, the overall market demand and sales in southwest China are weak due to the off-season market and the impact of rainy weather. The price of cement in some markets of Sichuan, Chongqing and Yunnan has been loosened and declined, ranging from 20-50 yuan/ton.

2024-07-12 17:26:00

According to the data center of China Cement Market, the price of cement in Guangdong and Guangxi markets has been stable this week, and the price in Hainan has fallen sharply. Prices in Hubei are mainly stable, while prices in Changsha-Zhuzhou-Xiangtan are falling.

2024-07-12 17:23:24

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

Raw material prices are rising, and concrete prices are mainly stable..

2024-07-12 14:42:11

In the second quarter, the domestic rainwater was on the high side, coupled with the tight market funds, the supply and demand of the concrete industry were weak, and the National Commodity Concrete Price Index (CONCPI) fell by 3.35% annually, which was wider than the previous value.

2024-07-08 14:17:39

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 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.

2024-07-05 16:08:54

This is the third round of pushing up cement prices in the Yangtze River Delta.

2024-07-05 15:25:43

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.

2024-06-28 15:27:41

Affected by continuous rainfall, the price of concrete is weak.

2024-06-21 14:50:11

After the festival, the market demand in most regions tends to be weak, and the focus of concrete transactions is mainly stable. As of June 12, the national concrete price index closed at 118.39 points, down 0.03% annually and 12.69% year-on-year.

2024-06-14 17:35:49

Demand is in the off-season, and the price of concrete is weak and stable.

2024-06-14 15:20:19

China Cement Network Market Data Center news, driven by raw materials in East China, Jiangsu, Zhejiang, Shanghai, Anhui and other places in the week notified an increase in cement prices of about 10-50 yuan/ton.

2024-05-24 15:36:57

According to the market data of China Cement Network, the rise in raw materials has led to an increase in production costs, and enterprises in eastern Hubei and Changde have notified an increase in cement prices by 20-30 yuan/ton.

2024-05-24 15:29:42

Demand is poor, and concrete prices in some regions have begun to decline..

2024-05-24 14:36:22

According to China Cement Network Market Data Center, cement prices in Zhejiang, Jiangsu, Shanghai, Guizhou and other places have increased by 20-50 yuan/ton recently.

2024-05-22 09:34:30

On the 19th, central and southern Jiangsu and other places notified an increase in the price of high-grade cement by 50 yuan/ton and the price of low-grade cement by 20-30 yuan/ton. In addition, some major manufacturers in Shanghai have notified that the price of high-grade cement will be raised by 50 yuan/ton.

2024-05-21 14:17:50

Generally speaking, the regional trend shows the characteristics of "rising in the north and falling in the south", and the national market shocks downward.

2024-05-13 11:37:00

According to the data center of China Cement Market, prices in some parts of East China have declined this week, but many places have stabilized prices.

2024-05-11 16:48:37

Major manufacturers in Shanghai and central and southern Jiangsu have lowered cement prices by about 10-20 yuan/ton.

2024-05-10 16:02:59

By the end of April 2024, the National Gravel Price Index (CSPI) closed at 82.95 points, down 0.73% annually and 4.24% year-on-year. The National Machine-Made Sand Price Index (MSPI) closed at 85.95 points, down 1.34% month-on-month and 7.87% year-on-year..

2024-05-08 16:53:52

At the beginning of April, the National Cement Price Index (CEMPI) was 104.8 points, closing at 108.1 points at the end of the month, up 2.51% annually and down 20.36% year-on-year.

2024-05-07 16:54:23

Asia Cement (China) has favorable conditions to fully participate in the market competition along the Yangtze River.

2024-05-06 09:33:35

According to the China Cement Network Market Data Center news, the recent rainy weather in East China is more, the market demand performance is not good, the implementation of cement prices after the downturn. Cement prices in the Yangtze River Delta market are expected to fall sharply from the end of April to the beginning of May.

2024-04-26 14:49:24

According to the China Cement Network Market Data Center news, this week, all regions basically completed a round of general rise, but the implementation of individual regions is not good.

2024-04-19 15:53:19

The downstream construction in the northern region is still general, the demand recovery is less than expected, and the cement price is weak and stable; the shipment in some parts of the southern region has improved, coupled with the long-term low price operation, the enterprise has a strong willingness to raise prices. Generally speaking, the recovery of demand is limited, but driven by the general rise in the Yangtze River Delta region, the national cement price has stopped falling and turned to rise.

2024-04-15 15:30:35

According to the data center of China Cement Market, major manufacturers in some areas of Jiangsu, Zhejiang, Shanghai and Anhui notified a general rise within a week.

2024-04-12 17:25:59

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

From the 10th, major manufacturers in Hangzhou-Jiaxing-Huzhou-Shaoxing, Suzhou-Wuxi-Changzhou and Shanghai notified an increase of 30 yuan/ton of high-grade bulk cement.

2024-04-10 15:00:05

On April 7, the National Cement Price Index (CEMPI) closed at 104.94 points, down 0.48% annually and 25.37% year-on-year.

2024-04-07 21:18:28

According to the China Cement Network Market Data Center news, during the Qingming period, Jiangsu and Zhejiang regions continued to rain, demand was low, and enterprise shipments were general.

2024-04-07 17:31:22

Rainy weather, weak demand, weak and stable concrete prices..

2024-04-07 15:23:06

Under the background of such a complex and severe cement market, how can the cement industry survive and develop next? The participants had a heated discussion.

2024-03-28 21:39:54

In 2024, if the price of cement in Zhejiang is difficult to stabilize, how can the price of cement in the whole Yangtze River Delta and even in East China be supported?

2024-03-22 16:43:40

According to China Cement Network Market Data Center, the market demand in Jiangsu has recovered recently, and some major manufacturers in Yancheng have pushed up the price of cement by 10 yuan/ton since the 14th.

2024-03-15 16:03:55

According to the China Cement Network Market Data Center news, this week, the Yangtze River Delta region is dominated by stable prices, and the decline in cement prices in some areas still exists. Although the Shandong region has pushed up, the implementation is not good enough.

2024-03-08 11:32:59