[价格指数]:指数重上百点 长三角行情扬帆起航

2014-09-29 16:33:22

上周日,中国水泥价格指数(CEMPI)为100.46点,环比上涨0.79%,自7月中旬以后,CEMPI连续两个月落于100点以下,经过一个月左右的底部调整,指数于上周重回100点以上。长江流域水泥价格指数(YRCPI)上周继续回升,回升幅度大幅扩大,长三角地区价格领涨长江流域,区域行情开始扬帆起航。

  上周日,中国水泥价格指数(CEMPI)为100.46点,环比上涨0.79%,自7月中旬以后,CEMPI连续两个月落于100点以下,经过一个月左右的底部调整,指数于上周重回100点以上。与去年同期相比,价格虽仍下跌4.69%,但跌幅较上期明显缩小。此轮价格上涨,主要得益于华东及中南地区价格普涨。上周,长江流域水泥价格指数(YRCPI)继续回升,回升幅度大幅扩大,本次涨幅是自8月底价格上涨以来单周涨幅最大的一次,环比上涨达2.05%,长三角地区价格领涨长江流域,区域行情开始扬帆起航。截止9月26日,YRCPI已经连续五周上涨,累计涨幅已经达到2.62%。

图1: 上周,长江流域价格指数大幅上涨

数据来源:中国水泥研究院

  分区域看,上周东北地区水泥价格依旧平稳,仍无上涨迹象,受下游需求无改善、资金偏紧影响,主导企业以稳价为主。下一阶段,随着天气的转冷,需求将有所萎缩,短期内价格上涨可能性较小。

  华北京津冀地区市场弱势运行,需求恢复不理想,价格继续走稳,河北唐山一带受外围熟料价格上涨影响,水泥报价有所上涨,对外销量增加,但区域内部价格除邯郸市主要品牌价格下调外基本无变化。山西、内蒙古市场行情继续低迷,价格低位徘徊无上涨动力。

  华东地区26日开始江浙皖沪四省多个企业联合涨价,本轮涨价是自前期熟料价格上涨以来对水泥价格调整范围最大的一次。受天气好转,市场进入传统旺季刺激,多数厂家涨价欲望强烈,未来几日预计中小企业也要持续跟调。福建因天气好转,主导企业相继上调水泥价格,但因商混受闽江采砂整治影响销量走低,水泥出货也相应走低,实际成交不及预期,后续有待进一步观察。山东地区水泥、熟料库存普遍较高,为稳定市场价格,部分企业报价有所走低。江西受周边省份涨价带动,多地水泥价格纷纷上涨,若国庆之后需求继续向好,价格有望进一步上涨。

  中南地区两广需求开始回升,台风过后企业销量恢复,主要企业价格均有所上调。两湖市场天气好转,随着旺季的深入企业出货量明显增加,来自民用和工程的需求量进入上行通道,湖南永州、衡阳及湖北武汉主要企业水泥价格出现上涨。而河南、海南两省水泥价格暂稳,河南尚无上涨迹象,企业出货仍不理想。

  西南地区贵州因贵阳、安顺一带水泥价格走低,上周黔南主要厂家报价也出现走低,走低以袋装水泥为主。重庆天气开始好转,需求出现回升,主城区价格小幅上涨,近期企业仍有上调意向。四川上周行情未有起色,尽管需求有所回升但与去年水平相去甚远,价格依旧低位徘徊,随着旺季深入预计十月有涨价计划。云南部分厂家水泥价格走低,多数企业以稳为主。

  西北各省水泥价格总体平稳,陕西雨水有所减少,企业出货略有上升,但价格未有上涨趋势。甘肃需求没有改善迹象,个别企业袋装报价小幅走低。宁夏、甘肃价格继续平稳运行,宁夏地区市场竞争激烈。新疆水泥市场即将进入淡季,近期当地发布了《关于实行水泥错峰生产有关要求的通知》,通知要求新疆所有水泥企业自今年11月开始连续停窑三个月,目前价格暂稳。

  上周,全国共有11个省份的水泥价格出现上涨,其中江西、浙江、江苏涨幅居前,分别为4.09%、 3.89%和2.18%,上海、福建、两湖、两广涨幅也超过1%。这次价格变动主要集中于华东及中南地区,其余省份大稳小动,如部分北方省份仍有小幅下降,不过降幅不大。

图2:全国31省市上周价格环比情况(%)

数据来源:中国水泥研究院

  从价格出现变动的主要省份具体情况上看,上周,江西在沿江水泥、熟料价格上涨带动下,27日起北部九江、南昌、抚州及赣东北景德镇、上饶、鹰潭等地海螺、南方、万年青、亚东、青溪峰等各地主要厂家继续趁势上涨,水泥报价普遍上调30元/吨,目前其余厂家也相继跟涨;浙江26日起南方水泥、熟料价格普遍上涨20-30元/吨,受此影响,全省除宁波、舟山、台州、温州等沿海一带因销量不理想未有上调来外,杭嘉湖及金建兰衢主要厂家相继上调各规格水泥或熟料价格20-~30元/吨;26日起,江苏南部苏锡常一带家南方、天山、金峰、东吴等大厂再次上调水泥价格,其中无锡、常州一带,扬州、泰州一带普遍上调低标10元/吨、高标30元/吨,无锡一带各规格水泥上涨20元/吨,而南京地区海螺中联虽有上涨但其余厂家处于观望状态,苏北需求略有不足,宿迁中联、淮安海螺及山东山水等主要厂家普遍上调各规格水泥10元/吨。

表1:价格出现变动的主要省份及品牌情况

数据来源:中国水泥网行情数据中心

  以上为上周全国及部分地区行情的总体概况,欲了解六大区域更多细节,请查看每周区域(东北/华北/中南/华东/西南/西北)周评。

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Correlation

According to the data center of China Cement Market, the overall market demand in Northwest China has declined, some kilns have been shut down, and most prices are stable. For example, the cement market demand in Gansu is weak at present, especially in Lanzhou and its surrounding areas, the inventory of some manufacturers is not high.

2024-11-08 17:27:44

According to the information from China Cement Market Data Center, the price of cement in Chongqing in the southwest region is pushed up by 50-100 yuan/ton, and the implementation is to be observed; the price in Zhaotong in Yunnan is pushed up by 50 yuan/ton, and the implementation is to be observed; the price in Nanchong, Guang'an and Suining in Sichuan is pushed up by 50 yuan/ton, and the price in Yibin and Luzhou is partially dropped.

2024-11-08 17:19:35

China Cement Net Market Data Center News: Raw Materials Rise, Concrete Prices in Southwest China May Be Raised

2024-11-08 17:11:43

China Cement Net Market Data Center News: The market demand has weakened, and the price of commercial mixing in the northwest region has stabilized.

2024-11-08 17:02:18

The Northeast concrete market is weakening.

2024-11-08 16:28:02

The demand for concrete in North China is weak.

2024-11-08 16:18:52

Driven by the rising price of raw materials, the price of concrete in central and southern China has risen slightly..

2024-11-08 15:49:01

According to the information from China Cement Market Data Center, the price of cement in many places in Yunnan in southwest China has risen by 100 yuan/ton, and the implementation remains to be observed; Liangshan and Panzhihua in Sichuan have also begun to push up by 50 yuan/ton. In Guizhou, some major manufacturers in Qiannan, Qianxinan, Zunyi, Tongren and other regions have recently raised the cement price by 10-40 yuan/ton, while the quotation in other regions has been stable for the time being.

2024-11-01 17:32:29

China Cement Net Market Data Center News: The price of raw material cement in southwest China is pushed up, or the concrete market is pushed up.

2024-11-01 17:04:42

The concrete market in North China is relatively stable.

2024-11-01 17:02:53

The Northeast concrete market is weakening.

2024-11-01 16:52:08

China Cement Net Market Data Center News: This week, the northwest market is mainly stable.

2024-11-01 16:50:09

Cement prices in central and southern China are generally rising, and concrete prices may rise..

2024-11-01 15:49:36

According to the China Cement Network Market Data Center, the Pearl River Delta in central and southern Guangdong is planning to continue to push up cement prices by 30-50 yuan/ton around the end of the month, and the Guangxi region is temporarily stable. Cement prices in Hunan and Hubei continued to rise by 30-50 yuan/ton.

2024-10-25 17:23:23

China Cement Net Market Data Center News: The overall demand has weakened, and the price of concrete in the northwest region is mainly stable.

2024-10-25 16:30:17

The concrete market in Northeast China is stable, the demand is weak and the price is stable.

2024-10-25 16:14:15

The price of concrete in North China is affected by the rise of raw materials, and there are signs of price increase.

2024-10-25 16:09:22

Prices of raw materials in central and southern China continue to rise, and the concrete market has not yet fluctuated significantly..

2024-10-25 15:28:18

Southwest raw material cement prices push up, or push up the concrete market..

2024-10-25 14:53:28

China Cement Net Market Data Center News: Concrete Prices in Northwest China Remain Stable

2024-10-18 17:17:47

Raw material prices continued to rise, and concrete prices in the central and southern markets were mixed..

2024-10-18 17:14:14

The price of raw materials in Sichuan and Chongqing is pushed up, the implementation is relatively positive, and the price of concrete is mainly stable.

2024-10-18 17:03:45

The activity of the concrete market in Northeast China has declined.

2024-10-18 16:33:27

Weak and stable operation of concrete market in North China..

2024-10-18 16:21:12

According to the China Cement Market Data Center, the price of cement in Lanzhou-Baiyin area of Gansu Province has risen by 10 yuan/ton; the prices in Qinghai, Ningxia, Xinjiang and Shaanxi are stable. Affected by the big drop in temperature, rain and snow before the festival, the market demand in Qinghai has declined significantly. As the weather cleared up, cement sales in the region rebounded, and the market showed signs of warming up.

2024-10-12 17:29:56

According to China Cement Market Data Center, cement prices in central and southern Guangdong, western Guangdong and the Pearl River Delta region will be raised by 20-30 yuan/ton this week, and cement prices in Guangxi will also be raised. The Hubei region continued to push up 30-50 yuan/ton, the overall market in Hunan was stable and small, and the Yueyang region was notified to rise.

2024-10-12 17:23:19

The mixed market in the northwest region is mainly stable.

2024-10-12 15:53:01

The shipment of concrete in Northeast China has increased, and the market demand has recovered slightly.

2024-10-12 15:51:09

Raw material prices pushed up, and concrete prices in the central and southern markets were mixed..

2024-10-12 15:45:27

Concrete raw materials in parts of North China try to push up..

2024-10-12 15:40:02

The price of raw materials is pushed up, and the price of concrete in southwest China is mainly stable temporarily.

2024-10-12 15:13:04

China Cement Net Market Data Center News: The market demand in the northwest region has not changed much, and the price of concrete is stable.

2024-09-27 16:56:30

The demand for concrete in Northeast China is weak, and the implementation of raw materials is not good.

2024-09-27 16:55:43

The price of concrete market in North China is weak and stable, and the demand is moderate and warmer.

2024-09-27 16:51:44

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

Market demand has not improved, and concrete prices in some parts of central and southern China have declined slightly..

2024-09-27 16:04:01

The price of raw material cement in many places in southwest China continues to rise, or will affect the price of concrete..

2024-09-27 15:42:03

According to the China Cement Network Market Data Center, cement prices in the Pearl River Delta market in central and southern Guangdong are planned to stop falling and rise again, while prices in individual markets in Guangxi have experienced a second round of decline. During the Mid-Autumn Festival, the range of price increases in the two lakes areas has been extended to the whole province, pushing up by about 30 yuan/ton. Since the 10th, some major manufacturers in Henan have pushed up the price of cement by 30 yuan/ton, but the actual implementation is not ideal, some enterprises have not implemented in place, and the quotation remains at the level before the rise.

2024-09-20 17:10:16

The concrete market in Northeast China is depressed and the overall demand is weak.

2024-09-20 16:49:34

China Cement Net Market Data Center News: The commercial mixed market in Northwest China is running steadily.

2024-09-20 16:41:28

The price of raw materials has been pushed up, and the price of concrete in the central and southern markets has been temporarily stable.

2024-09-20 16:36:23

The market demand for concrete in North China is weak, and the price is under pressure.

2024-09-20 16:25:22

The price of raw material cement in Chongqing and Sichuan continues to rise, and the price of concrete may rise slightly..

2024-09-20 15:11:23

The concrete market in North China is stable, with a slight increase in shipments, but demand remains weak..

2024-09-14 16:59:31

Demand is still not ideal, and the price of concrete in southwest China is mainly weak and stable.

2024-09-14 14:49:44

The price of raw materials has been pushed up one after another, and the price of concrete in the central and southern markets may rise slightly..

2024-09-14 14:43:45

The price of concrete market in Northeast China is stable to cope with the limited construction period.

2024-09-14 14:33:42

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

China Cement Net Market Data Center News: There is no significant change in the commercial mixed market in Northwest China.

2024-09-14 13:46:16

China Cement Net Market Data Center News: Weak Operation of Commercial Mixed Market in Northwest China

2024-09-06 17:14:22

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.