[周评]华东:水泥价格继续下行 安徽多地停窑

2014-07-14 13:48:29

上周,华东地区水泥需求弱势运行,价格加速向下寻底。除上海、山东报价暂时稳定外,其它地区无一例外下滑。苏南、浙北、巢湖一带继续执行停窑限产计划。其中浙北、苏南单线平均停窑10天,限产33%-35%左右,巢湖单线平均停窑6-7天,限产20%左右。

  上周,华东地区水泥需求弱势运行,价格加速向下寻底。除上海、山东报价暂时稳定外,其它地区无一例外下滑。苏南、浙北、巢湖一带继续执行停窑限产计划。其中浙北、苏南单线平均停窑10天,限产33%-35%左右,巢湖单线平均停窑6-7天,限产20%左右。

近期华东水泥价格指数趋势

 江苏:苏南水泥需求继续下滑。尤其受南京青奥会管制影响,自7月3日镇江鹤林水泥下调各规格水泥出厂20-25元/吨后,10日起镇江句容台泥下调低标水泥出厂10元/吨,高标水泥出厂20元/吨。

  据市场反馈,七月初如东台磊达、扬州亚东等厂高标水泥也有下调30元/吨左右。六月下旬以来,江苏市场需求持续疲软也使得上周末苏南主要水泥企业金峰、天山、南方P.O42.5散装实际操作价格也出现10-20元/吨的下浮,当前主流出厂基本保持在255-275元/吨的水平。总体来看,后期7、8月仍是市场淡季,需求难以提升,行情将继续保持下行势态,厂家需通过停窑限产等措施稳价过渡为主。

  浙江:梅雨时节水泥需求疲软。自七月初浙江奉化海螺低标水泥率先下调20元/吨后,为稳定市场,上周区域等其余品牌相继跟随下调低标价格20元/吨左右。调整后目前各厂对奉化市场P.C32.5袋装到位基本在290-320元/吨。

  同样,台州地区因水泥需求下滑,自7月1日起区域低标水泥价格回落15-30元/吨后,7月8日起区域内P.O42.5散装普遍下调20元/吨,近期区域库存普遍较高,而需求增量不足,短期内水泥价格保持下行势态。而嵊州地区P.C32.5袋装也继续回落10-20元/吨,调整后目前嵊州市场P.C32.5袋装主流到290-300元/吨。梅雨时节浙江市场需求下滑,水泥价格或明或暗,都有下行表现,出梅后气温将快速升高,需求继续走淡。

  安徽:多地继续停窑。六月下旬以来,皖南市场需求表现不足,销量呈现走淡趋势。七月初安徽沿江一带海螺各厂价格普遍下调后,芜湖、巢湖、合肥、铜陵、马鞍山等地厂家水泥或熟料报价普遍跟随下调20-30元/吨。此外,七月苏南、浙北、巢湖一带将继续执行停窑限产计划。其中浙北、苏南单线平均停窑10天,限产33%-35%左右,巢湖单线平均停窑6-7天,限产20%左右。

  福建:多家水泥企业加入下调行列。福州水泥价格在6月份两波下调之后,上周价格又开始波动,台泥、中联部分规格报价再次下调10-20元/吨,而海螺和金牛等水泥也有降价的消息传出,区域水泥保持下行趋势。

  江西:库存上涨,价格下调。六月下旬以来,赣北九江一带雨水较多,区域水泥需求下滑较为明显,库存普遍上涨至七成以上。受此影响,近日来区域南方、亚东、万年青、鑫山,三环等区域主要水泥厂家相继下调P.O42.5袋、散装出厂20元/吨,P.C32.5袋、散装出厂10元/吨,降价区域涉及九江、彭泽、湖口、瑞昌、都昌等地。同时,南昌地区需求表现不足,各厂销量皆不理想,加上九江方向水泥价格普遍下调,南昌42.5级散装出厂下调15-20元/吨。

  上海:市场报价稳定。迫于需求减弱,库存上升,加之周边水泥价格持续下滑影响,月初上海地区高标水泥价格回落30元/吨左右,目前市场报价区域稳定,P.O42.5散装实际出厂300-330元/吨。

  山东:上周水泥需求表现一般,水泥价格行情维稳为主。

  相关产业信息一览:

  1、铁路投资急行军 3个月内密集发债900亿元

  7月8日,铁总正式招标发行今年第五期铁道债(企业债),总额为150亿元,期限10年。这已是铁总从4月10日第一次发债以来,不到3个月时间内,密集发行的第5期铁道债了,共计900亿元。而按照今年铁路企业债发行额度1500亿元计算,下半年还将发行600亿。

  2、新电改方案第一稿已起草 力度大超预期

  目前来看,电力体制既是我国行业改革的深水区之一,也是中国推动新一轮城镇化建设的前提,而且具备诸多率先启动新一轮改革的有利条件,宜于抓住有利时机及时启动新一轮电力体制改革,实现我国经济结构的战略性升级。

  3、福建:推广普通公路标准化建设 2016年或实现全覆盖

  近日,据福建省普通公路建设推进会暨标准化现场会上消息,福建省将通过示范引领等一系列措施,力争在2016年实现普通公路标准化建设全覆盖。

  4、发改委调研上网电价调整 煤电联动再陷博弈

  7月2日,秦皇岛环渤海5500大卡动力煤报于519元/吨。这一指数已经连续下降了5周,再次创下其自2010年10月发布以来的新低。尽管夏季用煤高峰临近,煤炭市场未能出现业内期望的止跌企稳、呈现出“跌跌不休”之势。

  5、江西:交通“开放式”融资 143个项目总投资4551亿元

  日前,江西省发展改革委向非国有资本开放300个示范项目,其中铁路、公路、桥梁、码头等基础设施类项目共计143个,总投资4551亿元,拟引进非国有资本1636亿元。

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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.