[原创]运输半径不断突破新高!贵州水泥已冲击珠三角市场

2019-12-20 14:06:54

众所周知,水泥是区域性产品,其陆上运输半径通常不超过300公里,有的地方甚至仅100多公里。但一般来说,水泥的运输半径并不是绝对的,它与水泥价格成正比关系,水泥价格越高,其运输半径相对就越大。

  日前,有业内人士在与中国水泥网记者交流时透露,贵州水泥价格一直处于洼地,目前已有少量贵州水泥运至广西百色地区装船,然后经水系运输至珠三角区域。

  众所周知,水泥是区域性产品,其陆上运输半径通常不超过300公里,有的地方甚至仅100多公里。但一般来说,水泥的运输半径并不是绝对的,它与水泥价格成正比关系,水泥价格越高,其运输半径相对就越大。

  广东当地企业表示,尽管贵州流入珠三角的水泥仅是少数,但这也从侧面反映出,各省市的行情情势不一,势必会打破传统意义上的水泥销售半径,并对区域内的企业竞合关系产生影响。

  究其原因,表面上看是由于贵州、广东两地水泥价格悬殊过大。据中国水泥网行情数据中心消息,贵州下游需求仍旧疲软,目前贵阳市场P.O42.5散装水泥搅拌站到位价240-260元/吨。而广东梅州地区大厂P.O42.5(R)散装水泥主流出厂报价480-490元/吨,惠州地区大厂P.O42.5散装主流出厂500-530元/吨,整体来看,目前珠三角地区一些小厂陆续自主上调价格,跟进前期大厂普涨行情,省内年前或有继续上扬趋势。两省水泥价格相差过大,给长距离运输的运费增长提供了空间,这也导致了贵州水泥“翻山涉水”进入广东区域。

  然而深度解读后不难发现,市场需求的不足叠加产能的过剩是贵州水泥价格低洼的重要原因。由于贵州往年基建进度快,投资大,一定程度上提前消耗了水泥需求潜力。进入2019年以来,随着扶贫攻坚工作的逐步收尾,贵州水泥需求步入下行周期,甚至被认为已步入东北断崖式下滑的后尘,水泥价格也一蹶不振。

  此外,贵州经济发展水平偏低,也导致水泥需求后续缺少支撑,加之产能严重过剩,今年以来贵州水泥行情几乎呈现一路下滑态势。

  当前对于贵州当地企业而言,稳定水泥价格已是当务之急,让贵州水泥行情重新步入正轨刻不容缓。另一方面,贵州的低价水泥也给全国水泥行业敲响警钟,产能过剩问题就像一颗足以打破市场格局的定时炸弹,若不能从根本上解决,行业利润恐怕难以保持高增长。

  当然,从贵州水泥流入珠三角市场可以看出,随着各区域水泥行情市场分化加剧,水泥运输半径突破新高已是趋势,水泥销售的区域性将不断被打破,而这也给华东,乃至全国水泥市场的稳定带来不确定因素。

  总体而言,作为一种市场行为,水泥销售半径的距离大小本无可厚非,但通过此次事件可以了解到,水泥行业采取综合措施科学调控水泥生产供给,化解产能过剩带来的矛盾,全力保持供需动态平衡的目标已迫在眉睫。当产能过剩没有彻底解决,加之区域需求下降、水泥价格急剧回落,下一次水泥跋山涉水“远道而来”或成常态。

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Correlation

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.

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2024-09-20 17:55:34

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Enterprises with strong competitiveness and rapid response to the external environment can win the future.

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