[长江万里行]综观河南:新形势下企业当未雨绸缪

2014-07-27 07:41:27

随着近年来房地产和基础建设由高速增长向平稳发展的转变,河南省建材工业经济运行也趋于稳定。与1-4月份数据相比,主要产品的产量、销售和经济效益均保持增长,市场需求逐步回暖。

  随着近年来房地产和基础建设由高速增长向平稳发展的转变,河南省建材工业经济运行也趋于稳定。与1-4月份数据相比,主要产品的产量、销售和经济效益均保持增长,市场需求逐步回暖。

  近日,中国水泥网“长江水泥万里行”随行记者拜访了河南省建材工业协会会长王爱贞,就河南省建材行业发展现状与未来趋势与王会长进行了深入交流。

河南建材工业协会王爱贞会长(右)与中国水泥研究院分析员姜莎莎交流探讨行业现状

  记者在交流中了解到,今年1-5月份河南省建材工业规模以上企业2442户,主营业务收入1866.3亿元,同比增长12.6%;实现利润总额178.9亿元,同比增长7.6%。其中,1-5月份全省水泥产品销售收入占全国销售收入的8.4%,利润总额占全国利润总额的8.4%;1-5月份全省混凝土与水泥制品产品销售收入275.94亿元,占全国产品销售收入7.63%,同比增长10.2%;利润总额26.84亿元,同比增长5.8%。

  具体到水泥行业,今年1-5月份河南省水泥生产企业222家,本月产量1595.49万吨,累计产量6880.86万吨,全省水泥累计产量居全国第二;产品销售收入309.69亿元,同比增长3.1%;利润总额21.87亿元,同比增长5.6%;企业亏损33家,企业亏损额1.03亿元,同比下降46.8%。可见河南省水泥行业整体经济效益仍保持稳步上升态势。

  王爱贞会长就在交流中表示:“河南省水泥行业因受郑州地铁、高铁、高速公路等基建项目及城镇化建设需求影响,水泥销售形势比较稳定,5月份水泥库存便较4月份有所下降,产品销售收入和利润总额均保持增长。今年河南省还将紧紧围绕防洪减灾、水利工程及水生态工程建设,全省水利基建计划将投资130亿元,这对水泥需求是个利好。且目前河南市场产业集中度依然较低,与其他地区相比,区域龙头对价格掌控有限。”

  谈及河南省水泥行业未来健康发展,王爱贞会长认为,包括水泥行业在内的建材行业发展面临着转型升级缺技术,调整结构缺新产品开发,发展新兴产业缺规模,实施节能减排和兼并重组缺政策,多数产业已经出现产能过剩现象,化解产能过剩矛盾的任务十分艰巨。加之资源能源利用和环境保护等国家和社会进步的要求更加紧迫,形势依然十分严峻。

  在上述情形下,相关企业应未雨绸缪,放眼未来,加快转型升级脚步,如粉磨站可向水泥制品制造、产品深加工等方面转型。行业和协会也应坚持全面深化改革创新,全力推进转型升级,着力化解产能过剩矛盾,继续提高经济效益,加快推进第二代新型干法水泥技术装备研发。并努力推动企业兼并重组和节能减排,以锐意进取的精神和敢于担当的勇气,在全面深化改革的前提下全力推进行业转型升级,使建材工业在不断攻克困难的瓶颈中再取得新的成就。

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Correlation

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

After the National Day, the domestic concrete market demand rebounded slightly, but the total amount is still relatively weak, concrete enterprises are mainly shipping at stable prices, and have not yet followed the rise of raw materials. From October 3 to October 9, the national concrete price index closed at 112.82 points, in line with the National Day holiday, with a year-on-year decline of 10.21%.

2024-10-12 17:25:54

This article is selected from Song Zhiping's book "Reform Heart Road", which describes his motivation and effect of restructuring cement in those years, and has been published by China Cement Network. Recently, there has been a call for restructuring and mergers and acquisitions in the cement industry. Reviewing this old article may have the effect of reviewing the old and learning the new, encouraging the industry to promote a new round of restructuring, and solving the persistent problems of the industry.

2024-09-16 10:19:30

According to the China Cement Network Market Data Center, the price of cement in the Pearl River Delta region of Guangdong in central and southern China has recovered by 10-15 yuan/ton, and the quotation in Guangxi is temporarily stable. Prices in some areas of the two lakes have fallen in the early stage, and the overall market is mainly stable this week.

2024-08-02 17:16:26

Looking forward to the second half of 2024, we believe that the demand for cement will improve compared with the first half of the year, and the price will continue to rebound. However, under the constraints of weak demand and serious overcapacity, the repair of cement price is limited. Throughout the year, cement demand will face

2024-08-01 09:19:52

According to the data center of China Cement Network, the cost of cement production has risen, and the price of cement in Dali and Lijiang areas of Yunnan has risen again by 30 yuan/ton. The market demand in Sichuan and Chongqing is weak, and local cement prices have fallen.

2024-06-28 17:06:31

According to China Cement Network Market Data Center, driven by factors such as kiln shutdown and the implementation of the new national standard, the price of cement in Guangxi Province has risen by 30 yuan/ton, and the implementation remains to be observed. The Guangdong market is tepid, and the quotation is temporarily stable. After the market of the two lakes rose, the implementation was not good.

2024-06-07 16:54:49

Affected by insufficient infrastructure support and the continuous downturn of real estate, the demand of cement industry continued to be weak throughout the year. In 2023, the national cement output was 2.023 billion tons, down 5% from the same period last year. Under the influence of the decline in demand, the contradiction of excess capacity was further intensified, the market competition was extremely fierce, the price of cement dropped significantly, the industry profit shrank sharply again, the annual profit dropped by more than 50%, the development of the cement industry entered an unprecedented difficult period, and many companies suffered heavy losses.

2024-05-23 14:01:48

How is the cement industry in Hubei? Faced with the current situation, what are the views of cement enterprises in the region?

2024-05-23 13:38:17

Overall, the "battle intensity" between local enterprises in the southern Henan market will slow down significantly in 2024, but the overall situation is still grim due to the decline in demand and the impact of cement from other provinces.

2024-05-09 21:25:45

In 2023, Tianrui Cement realized an operating income of 7.889 billion yuan, a year-on-year decrease of 28.64%; the net profit attributable to shareholders of listed companies was -634 million yuan, a year-on-year decrease of 241.27%..

2024-05-07 16:04:50

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

On March 29, the "2024 13th China Cement Industry Summit Main Forum and TOP100 Award Ceremony" was held grandly.

2024-03-29 18:00:30

Talking about the situation of Henan cement market in 2024, Wang Aizhen said that due to the drag of real estate, the contradiction between supply and demand is likely to further intensify in the new year, and the price competition among enterprises may be unavoidable. If the industry can not reach a consensus on steady growth, the Henan cement market will remain difficult in the new year, and the loss may be more serious.

2024-01-16 20:10:05

Industry insiders believe that, driven by the steady growth policy, the growth rate of infrastructure investment will continue to rebound, new infrastructure investment will continue to expand, and the growth rate of private investment is expected to stabilize and rebound.

2024-01-07 11:46:02

CNBM is a comprehensive building materials enterprise, and the aggregate business is an extension of the cement business of the company's basic building materials sector.

2024-01-03 11:33:34

2023年,受房地产持续调整等影响,水泥行业发展景气度继续下降。一季度下游复工情况尚佳,整体需求好于同期;二、三季度“旺季不旺、淡季更淡”,需求减弱明显,加之市场竞争激烈,水泥价格持续走低;四季度需求弱势恢复,水泥价格小幅上涨。总体来看,2023年水泥产量创下近13年新低,尽管煤价重心有所下移,但水泥价格降幅较深,行业利润大幅萎缩。展望2024年,我们认为地产对水泥需求拖累减弱,水泥产量或将小幅下降,产能过剩压力下水泥价格中枢下移,行业效益难言乐观。

2023-12-22 17:20:42

2023年,下游终端市场仍然面临资金偏紧的局面,多数区域施工增量不及预期,加之上游企业竞争加剧,成本端支撑乏力,混凝土行业易跌难涨,效益进一步走弱……

2023-12-21 09:21:01

据中国水泥网行情数据中心消息,本周中南地区除广西市场外,大部分区域水泥价格普遍上扬。其中湖北地区通知涨幅在50元/吨,实际落实待观察。

2023-10-27 17:43:27

2023年前三季度,受房地产持续调整等影响,水泥需求疲软,行业低迷运行。一季度下游复工情况尚佳,整体需求好于同期,二、三季度“旺季不旺、淡季更淡”,需求减弱明显,加之市场竞争激烈,水泥价格持续走低。前三季度水泥产量创下近13年来新低,尽管煤价重心有所下移,但水泥行业利润仍出现大幅萎缩。展望四季度,我们认为水泥行业需求可能不及同期,由于需求弱势,加之企业库位较高,价格上涨阻力重重,均价或仍将下降。全年来看,水泥需求将面临较大下行压力,行业效益降幅仍大。

2023-10-24 17:06:00

终端需求疲态难改; 1.水泥冷暖大佬谈|何坤皇:去产能任重道远 促转型迫在眉睫 2.新疆:预计2023年水泥需求增长5%以上 3.两家水泥企业拟被列入全国工业领域电力需求侧管理典型案例! 4.多项补贴支持广西水泥外销,广东水泥市场再增压力

2023-10-10 13:56:36

总的来看,市场涨价氛围浓厚。至于此次价格上涨原因,上述市场人士均表示,进入传统旺季,尽管下游需求仍显疲软,但受原燃材料价格上涨影响,叠加错峰生产,全国水泥价格保持上行。

2023-10-10 09:17:16

“双碳”目标不仅解决生态环保问题,还将引发一场广泛而深刻的经济社会变革。对广大工业企业而言,碳减排不作为,将会面临生存与发展的问题。

2023-09-20 15:08:12

上半年,全国水泥产量9.53亿吨,全口径同比下降2.4%,产量创下2012年来新低。效益方面,受水泥价格跌幅较深和需求下滑影响,行业效益大幅萎缩,2023年全行业利润总额164.7亿元,同比下降59.8%。

2023-09-20 13:52:49

水泥或将是建材行业纳入全国碳市场的首个领域。水泥行业绿色、低碳的高质量可持续发展之路,究竟该怎么走?

2023-09-13 09:28:45

本项目是华润水泥并购良田水泥后,将原有的两条熟料生产线合二为一,针对技术、能耗、环保方面实施的升级改造项目。

2023-09-04 09:12:39

2023年上半年,国内经济呈现弱复苏态势,恢复乏力。基建投资为水泥需求提供了重要支撑但增长空间有限,房地产主要经济指标均较上年同期出现大幅下降,水泥市场呈现“需求疲软、市场收缩、库存高企、存量竞争加剧、效益下滑”的运行特征。

2023-08-29 15:04:00

围绕三大区域具有协同优势和资源等条件的地方开展战略布局,适当增加水泥熟料产能,以提升总体规模和市场竞争力。

2023-08-28 11:42:22

推动企业绿能核减政策实施,研究推动水泥行业纳入全国碳排放权交易市场。

2023-08-25 11:19:41

2023年上半年,由于水泥行业景气度下行,天瑞水泥主营业务中的水泥和熟料销量及售价均出现下滑,仅有骨料业务实现增长。在营收下滑、毛利走低等因素影响下,天瑞水泥利润降幅出现大幅回撤……

2023-08-24 17:20:37

8月21日晚间,海螺水泥发布半年报。

2023-08-22 09:10:55

[水泥大数据研究院]水泥产业链指数运行周报(2023.8.11)

2023-08-11 17:17:31

2023年上半年度国内砂石价格整体弱势运行。截至6月底,全国碎石价格指数报收85.49点,同比下跌8.37%。全国机制砂价格指数报收90.98点,同比下跌6.72%。一季度砂石价格呈下降趋势,随后砂石价格在短时间内回升,但二季度砂石价格跌幅加大。

2023-08-08 09:07:52

2023年上半年,受宏观经济下行和市场需求不足影响,水泥行业延续2022年以来低迷态势。一季度下游复工情况较好,整体需求好于同期,进入二季度后旺季不旺,需求减弱明显,加之市场竞争激烈,水泥价格跌跌不止。上半年,水泥产量创下2012年来新低,尽管煤价有所走低,但水泥行业利润仍出现大幅萎缩。展望2023年下半年,我们认为水泥行业需求相较于上半年会有一定程度好转,价格将会出现季节性反弹,由于需求恢复有限,企业库位较高,价格反弹力度或将有限。全年来看,水泥需求将面临下行压力,行业效益降幅仍大。

2023-08-02 09:43:33

亏损面持续扩大!跌势何时止?房地产投资持续低迷 重庆水泥价格两周两次下滑;合肥院水泥制造绿色低碳技术安徽省重点实验室成功获批,河南发布三年行动计划!中材国际董事长换人!

2023-07-24 11:31:01

虽有基建需求托底,但今年上半年房地产建设需求仍然承压下行,建材市场整体低迷。

2023-07-14 09:30:05

中国水泥网行情数据中心消息,近期,河南地区市场天气异常,高温和雨水等不利因素导致市场需求低迷,各水泥企业出货量降至5-6成左右,库存持续居高不下。豫北郑州、新乡、焦作等地水泥价格继续下滑,跌幅达到10-20元/吨左右。

2023-07-12 17:03:05

6月进入传统淡季,全国砂石需求趋弱运行,整体价格继续小幅下行

2023-07-10 15:05:44

[水泥大数据研究院]水泥产业链指数运行周报(2023.6.16)

2023-06-16 17:44:39

近期市场进入传统淡季,整体需求量弱势下滑,加之原材料支撑不足,混凝土价格稳中有跌。本周全国混凝土价格指数报收135.43点,环比下跌0.12%,同比跌幅为8.50%……

2023-06-16 16:46:24

中国水泥网调研市场了解到,水泥价格“跌跌不休”的主因还是需求太差,房地产“拖后腿”严重,产需矛盾加剧。

2023-06-10 12:30:26

5月份,南方阴雨天气持续,混凝土市场需求仍有所下滑,加之成本回落明显,国内商混价格出现普跌。截至5月底,全国混凝土价格指数(CONCPI)报收136.22点,较4月底下跌1.81%,与去年同期相比,价格跌幅为8.22%……

2023-06-01 16:40:45

本周北方局部需求略有增加,但整体仍处于偏低水平,而南方市场雨水偏多,混凝土需求稳中有降,市场价格以跌为主,本周全国混凝土价格指数报收137.22点,环比下跌0.36%,同比跌幅为7.86%……

2023-05-26 17:12:09

进入5月,市场旺季不旺,水泥价格阴跌不止,这种现象较为罕见,为近距离接触市场,中国水泥网水泥大数据研究院对广东、福建以及河南部分水泥企业进行了随机调研,了解最新情况……

2023-05-25 16:01:24

今天就让小编带你逛一逛方城县宛北水泥(集团)有限责任公司,“云参观”一下低碱水泥的专业生产基地!

2023-05-22 10:45:36

据中国水泥网行情数据中心消息,终端需求不足,企业库存普遍高位,市场竞争加剧。周内华东多地水泥价格延续跌势,安徽多地水泥挂价开始修正下调。

2023-05-19 17:31:55