[周评]华东:江浙皖水泥价格下跌超预期

2014-06-09 14:53:44

上周逢每年一度的高考,各地大型工程为降噪而停工,水泥销量稍受影响。不过,近日华东地区水泥销量下滑的主因是农忙+传统水泥淡季的到来。

  上周逢每年一度的高考,各地大型工程为降噪而停工,水泥销量稍受影响。不过,近日华东地区水泥销量下滑的主因是农忙+传统水泥淡季的到来。

2013年8月至2014年5月华东水泥价格指数变化

2013年8月至2014年5月华东水泥价格指数变化

  江浙皖:三地价格下跌情况超预期。据端午之后水泥市场反馈来看,江浙皖一带水泥、熟料行情继续呈现下滑趋势。据中国水泥网行情数据中心显示,端午前后,江苏地区南北两地皆传出降价消息,幅度为20-30元/吨,目前苏南P.O42.5散装主流到位基本300-330元/吨。而安徽沿江一带水泥、熟料价格环比下滑近20元/吨,目前熟料离岸价230-240元/吨,P.O42.5散装出厂270-280元/吨。浙江价格表现相对较好,但受外来水泥、熟料影响,也多是明稳暗降,上周台州海螺高标价格大幅下调20元/吨左右,杭州地区部分主要厂家报价下浮10元/吨左右。目前浙北一带熟料出厂270-280元/吨,P.O42.5散装主流出厂310-340元/吨。

  为稳定市场,应对夏日淡季到来,六月起浙北苏南厂家将开始停窑限产,六月间涉及厂家每条生产线要求停满12天,且未来七、八两月也将停窑限产。

  福建:需求下行,价格下调。上周福建福州水泥市场略显混乱,各大企业水泥价格调整幅度不一。其中福州台泥于4日下调各规格水泥30元/吨,而海螺、中联在上周各规格水泥报价再次走低10元/吨,地产金牛水泥除对散装水泥出厂价下调10元/吨外,袋装水泥也下调了20元/吨,炼石报价暂稳。截止目前福州地区P.O42.5散装主流出库回落至360元/吨左右。此外,鉴于近期需求下行表现,五月底三明、南平等地区部分厂家陆续开始安排停窑检修,以控制淡季市场供应量。

  江西:农忙影响,出货量走低。继上饶、贵溪、景德镇等地价格走低后,五月下旬到六月以来,受中高考以及农忙影响,江西南昌地区水泥企业出货量下降,部分水泥价格保持暗中走低趋势。六一后,南昌地区除南方水泥外,海螺、万年青、亚东等大厂相继公开下调散装及部分袋装水泥价格20元/吨左右。

  山东:水泥销量小幅下滑。近期山东局部地区开始农忙,水泥销量小幅下滑。总体来看,近期主导企业欲拉涨水泥价格,但实际执行效果较差。上周济南市场主要厂家P.O42.5散装出厂300-320元/吨,中小企业报价则在265-285元/吨。

  上海:自五月底水泥价格走低以来,市场价格保持平稳。

  相关产业信息一览

  1、需求低迷+淡季来临 煤价下行压力明显

  6月5日秦皇岛5,500大卡动力煤价格520元,在连续2周走平后,再次下跌5元。产地煤价各煤种(动力煤、焦煤、无烟煤)皆在下跌通道。无烟煤在甲醇尿素价格不断走低以及其他煤种下跌的带动下,支撑不强。

  2、安徽省推进21个交通项目 总投资近2900亿元

  6日,从安徽省政府办公厅获悉,2014年安徽省内共有21个交通项目包括铁路、高速公路、机场等正在推进,总投资达2889.78亿元人民币。

  3、山东聊城步入绿色建筑时代

  近日,记者从山东省聊城市住建部门获悉,为全面推进绿色建筑发展,聊城市出台了《关于大力推进绿色建筑行动的实施意见》。意见指出,在“十二五”期间,将对全市 40%以上具备改造价值的城镇既有居住建筑进行节能改造,完成既有居住建筑节能改造面积360万平方米以上。

  4、山东:“十二五”前三年万元GDP能耗累计降低12.26%

  记者从发布会上了解到,“十二五”前三年,全省万元GDP能耗累计降低12.26%,规模以上工业万元增加值能耗降低21.87%,超额完成进度目标。

  5、煤炭业萧条 外媒称中国等待“硬着陆”

  太原的“硬着陆”表明,中国告别几十年年均10%的增长率,向更慢增长转变的过程在某些地方将是棘手的,特别是山西。山西受到旨在抑制煤炭使用的打击污染政策的影响。太原的形势凸显决策者在创造就业和产业上面临的挑战。

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Correlation

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