[水泥指数]:指数掉头调整 价格涨后趋稳

2014-10-20 13:14:15

上周五,中国水泥价格指数(CEMPI)掉头调整,为100.89点,环比下跌0.23%,结束连续三周的上涨走势,这主要是因为价格在前期上涨后下游需求并未有相应的大幅回升表现,企业为走量或稳价或降价,总体呈涨后回调趋稳走势。与去年同期相比,水泥价格同比增速跌至-6.74%,继续扩大。

  自9月26日水泥价格指数强势拉升至100点以上之后,指数上涨走势有趋缓之象,进入四季度价格上涨力度远低于去年同期水平。上周五,中国水泥价格指数(CEMPI)掉头调整,为100.89点,环比下跌0.23%,结束连续三周的上涨走势,这主要是因为价格在前期上涨后下游需求并未有相应的大幅回升表现,企业为走量或稳价或降价,总体呈涨后回调趋稳走势。与去年同期相比,水泥价格同比增速跌至-6.74%,继续扩大。上周,长江流域水泥价格指数为97.55点,环比下跌0.42%,跌幅高于全国平均水平,结束连续七周的上涨走势。去年同期,长江流域水泥价格大幅上涨,而今年却出现下跌,致使同比跌幅扩大至8.7%,显示今年长江流域价格上行面临极大阻力。据市场反馈,本轮回调并不意味着上涨行情的结束,只是部分地区企业的价格回落以消化高库存压力,下一阶段因旺季预期,多地企业仍有上涨意图。

图1: 指数掉头回调,总体呈涨后趋稳走势

数据来源:中国水泥研究院

  分区域看,上周,东北地区气温继续下降,黑吉两省尤其明显,下游需求开始萎缩,民用需求环比下降,区域水泥企业以稳价为主。不过,随着销量的继续下行,预计部分中小企业为提升销量采取降价举措。

  华北地区京津冀部分工程进入年尾赶工阶段,需求略有回升,但企业报价维稳。11月APEC会议期间仅对北京五环内有施工及交通有影响,对周边市场影响不大。虽然因雾霾治理而导致部分企业的陆续关停,但下游需求因天气转冷而出现回落,价格预计不会有大的波动。山西、内蒙古两地水泥价格继续低位运行,山西北部及内蒙古北部一带随着气温下降,需求呈回落状态,后期企业依旧以稳价为主。

  华东地区上周除江西、上海外,多省企业价格或稳或降,整体以回调为主。浙江省十一长假之后总体需求环比没有明显增长,少数企业为提升销量价格出现回落,总体以走稳为主。江苏国庆期间需求下降,部分大厂库存维持在较高水平,企业出厂价格出现下调,个别企业执行价格折让措施。安徽整体进入了短期维稳阶段,个别企业略有回落,但是沿江企业库存不高,企业仍有再次涨价的可能。福建因9月底价格出现上涨,销售形势趋于严峻,为消化库存,部分品牌有价格回调行动。山东十月份需求增长不大,随着天气转冷,未来需求呈下滑走势,预计持续以稳为主。江西14日起主要地区水泥厂家上调价格,当地需求增加,价格呈上行走势。上海需求依旧呈上升走势,不过价格在上周表现相对平稳,预计后期或有涨价行动。

  中南地区广东涨后趋稳,不过据市场反馈,十月中下旬珠三角或迎二次上涨。广西市场需求进入十月依然呈逐步增长的态势,上周百色地区价格有所上涨,随着雨季、农忙结束,市场逐步恢复。湖南天气转好,多地工程开工量增加,部分地区企业水泥价格继续上行,市场整体向好。湖南、海南价格保持平稳,河南个别企业水泥价格仍有下调,豫北一带价格下行迹象明显。

  西南地区贵州多地价格继续走低,市场需求萎缩及新增产能释放产生的影响依旧在冲击市场。而重庆整体需求有所好转。10日起多个厂家报价出现上涨。四川、云南水泥价格报价总体平稳,四川广元因需求恢复,袋装水泥价格走高,云南重点项目开工不足,企业产销不平衡,短期内价格上涨较难。

  西北地区陕西因农忙影响,市场进入淡季,水泥销量普遍下滑,部分大厂水泥价格出现下调,部分小厂处于停产状态。青海主要厂家价格也出现下行,市场总体以跌为主。其余省份需求未有明显变化,价格以低稳运行为主。

  上周,全国共有6个省份的水泥价格出现上涨,其中广西、重庆、江西涨幅居前,分别为2.46%、2.4%和1.53%,上海、湖南和广东涨幅低于1%;而水泥价格出现回落的省份有9个,其中陕西、青海两省领跌,环比分别下跌2.2%和1.68%,其余下跌省份跌幅较小,然而华东除江西外其余五省出现不同程度的回落。

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,广西市场继续保持需求上涨形势,自百色地区部分厂家上涨后,上周百色地区其余厂家也跟随上涨所有袋装水泥价格20元/吨,而海螺暂未调整,南宁地区主要厂家散装水泥上调20元/吨;重庆市进入十月天气转好,需求回升,自10日拉法基、小南海价格上涨后,13日红狮、台泥、冀东、长寿西南、海螺等主要企业报价普遍上涨20元/吨左右,东方希望等少数厂家上涨10元/吨左右;江西处于传统旺季,受工程开工增加,下游需求出现明显回升影响,14日起江西南昌、抚州等地区主要水泥厂家上调各规格水泥、熟料价格20元/吨,15日宜春靠近南昌、抚州一带的丰城等地也跟随上调各规格水泥价格20元/吨。而陕西因农忙影响,需求下滑,市场逐步迈入淡季,销量普遍下降,上周冀东、声威、社会水泥继海螺之后下调价格,部分小厂甚至处于停产状态;青海西宁、海东个别品牌因需求乏力,价格出现下调。

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