[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

China Cement Net Market Data Center News: The market demand in East China continues to be depressed, and the concrete price is weak and stable.

2024-09-14 13:54:51

The price of raw materials in the Yangtze River Delta region of East China has been rising, and the price of concrete is weak and stable.

2024-09-06 12:01:33

Affected by the environment in East China, demand has not improved, and prices in some areas have fallen this week.

2024-08-23 17:17:05

Due to the rainy weather in Zhejiang, the market demand is general, and the shipment volume is about 6-7%. In order to promote sales, some manufacturers reduce the price of cement, and try to push up the price to enhance market confidence, but the actual implementation remains to be observed. The overall market demand in Jiangsu has not improved significantly, with shipments hovering at 4-6% of normal production capacity. Manufacturers in southern Jiangsu have reduced prices for promotion, while the markets in northern and central Jiangsu are expected to face a downward trend.

2024-08-16 16:37:36

Due to the continuous high temperature weather in Jiangsu and Zhejiang, the demand of construction industry has weakened, resulting in a general decline in cement sales, and the price of cement in some areas has dropped by 20-35 yuan/ton, among which Yangzhou, Taizhou, Huaian, Nanjing, Zhenjiang and other places in Jiangsu have been greatly affected. Due to the high temperature weather in Anhui, the construction site slowed down, the demand was weak, and the cement price in Ma'anshan, Chuzhou, Hefei and other areas was reduced by 10-20 yuan/ton. Cement prices in Zaozhuang, Linyi, Jining, Tai'an and other places fell by 10-30 yuan/ton due to cloudy weather and the resumption of clinker production in Shandong.

2024-08-09 16:18:24

Rainy weather is frequent, concrete market demand is insufficient..

2024-08-02 16:50:42

According to the data center of China Cement Market, due to the low ex-factory prices in various regions, some regions began to resume pricing this week.

2024-08-02 16:30:32

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

2024-07-26 15:37:00

Affected by the typhoon weather, the price of concrete was under great pressure during the week.

2024-07-26 14:38:38

According to the China Cement Network Market Data Center news, many off-peak production, in order to reduce inventory pressure, cement prices slightly declined signs.

2024-07-19 15:20:00

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

The terminal market demand is bleak, and the concrete price is weak and stable.

2024-07-05 16:46:41

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

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

According to China Cement Network Market Data Center, after entering the Meiyu season, with the continuous rainfall causing many construction sites to be blocked, the demand for cement has decreased significantly, the market has entered a downturn, and cement prices in many places have fallen this week.

2024-06-21 15:20:15

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 the data center of China Cement Market, in the traditional off-season of June, demand has declined, and cement prices around the country have fallen.

2024-06-07 13:59:27

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

The overall demand is flat, and the price of concrete is weak and stable.

2024-05-31 14:00:33

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

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

2024-05-24 14:36:22

According to the data center of China Cement Market, the overall demand for cement in East China has been bleak in recent years, and cement prices in many places have been lowered to varying degrees.

2024-05-17 17:31:09

The market demand performance is general, and the commercial mixed market is expected to decline.

2024-05-17 15:40:53

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

Because the price is at a relatively low level, the price has been stabilized in various regions.

2024-05-11 15:34:47

Affected by the decline in raw material prices in East China, concrete prices also fell slightly this week.

2024-04-26 15:23:49

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

Driven by the rising price of raw materials, the price of concrete may be stable and strong.

2024-04-19 17:30:21

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

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

East China: Concrete demand picks up (4.08-4.12)

2024-04-12 17:10:11

According to the data center of China Cement Market, the demand in many places is not good, and the price of cement is under pressure.

2024-04-08 10:15:54

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

According to the China Cement Network Market Data Center news, 25 major manufacturers in Nanjing notice to raise the price of bulk cement 20 yuan/ton, the implementation remains to be observed. The market demand in other regions is general, and the cement market is stable and weak.

2024-03-30 13:06:23

Rainy weather, demand weakened, the overall price of concrete is mainly weak..

2024-03-29 14:46:19

According to the data center of China Cement Market, the market demand in East China is bleak this week, and the cement quotations of enterprises all over the country have declined.

2024-03-22 17:40:09

Raw material prices are falling, concrete prices are stable and falling..

2024-03-22 14:59:16

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

The weather improves, the demand picks up, and the price of concrete is stable.

2024-03-15 15:13:23

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

The price of raw materials has fallen, and the price of concrete in some areas has loosened..

2024-03-08 11:00:55

According to the China Cement Network Market Data Center, after the Lantern Festival, there are more rainy weather in East China, the market demand has not recovered, and cement prices have declined everywhere.

2024-03-01 16:41:16

According to China Cement Market Data Center, the actual transaction price of leading enterprises in some parts of East China fell by about 10-40 yuan/ton this week, and it is expected that the first round of price increase in 2024 will be ushered in next week.

2024-02-23 16:27:20

According to the data center of China Cement Market, the quotations in East China were temporarily stable this week, and the actual transaction prices in some areas declined slightly.

2024-02-02 16:22:38

According to China Cement Market Data Center, the Spring Festival holiday is approaching, and markets around the country have begun to enter the state of shutdown and vacation, and demand has decreased. During the week, cement prices in East China are weak and stable, and there is a slight dark drop in some areas.

2024-01-26 17:44:39

According to China Cement Market Data Center, this week, Jiangsu, Zhejiang, Shanghai and Anhui regions were affected by the decline in clinker prices along the Yangtze River and around Chaohu Lake, and the quotations in all regions showed signs of falling during the week, while the quotations in other regions were temporarily stable during the week.

2024-01-19 16:45:54

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.