[水泥指数]:行情涨势趋弱 指数稳中向好

2014-11-10 15:16:13

上周五,中国水泥价格指数(CEMPI)为101.85点,环比上涨0.04%,涨幅较上期明显收窄,总体稳中有升的势头趋缓。与去年同期相比,价格下跌8.10%,跌幅有所扩大。上周,华东及中南多地水泥价格略有抬升,而东北、华北与西南地区水泥价格出现跌势。上周,长江流域水泥价格指数为98.69点,环比上0.37%,与去年同期相比,跌幅进一步扩大至11.19%。去年此时华东、中南地区市场行情已热火一片,而今年却不温不火。地区水泥需求动能不足,企业涨价计划难以有效落实,使得区域水泥价格拉涨艰难。

  上周五,中国水泥价格指数(CEMPI)为101.85点,环比上涨0.04%,涨幅较上期明显收窄,总体稳中有升的势头趋缓。与去年同期相比,价格下跌8.10%,跌幅有所扩大。上周,华东及中南多地水泥价格略有抬升,而东北、华北与西南地区水泥价格出现跌势。上周,长江流域水泥价格指数为98.69点,环比上0.37%,与去年同期相比,跌幅进一步扩大至11.19%。去年此时华东、中南地区市场行情已热火一片,而今年却不温不火。地区水泥需求动能不足,企业涨价计划难以有效落实,使得区域水泥价格拉涨艰难。

图1:中国水泥价格指数走势稳中向好

数据来源:中国水泥研究院

  分区域来看,进入11月,东北地区气温进一步走低,部分地区的降雨降温使得需求加速滑落。北方、亚泰等区域主导企业报价较坚挺,但中小企业为把握最后需求,采用降价扩量策略,与大企业价差进一步扩大。辽宁地区水泥价格虽相对低位,但企业开始以降低库存为目标,水泥价格亦呈小幅下行趋势。

  京津冀地区水泥企业受APEC会议召开影响,除北京水泥厂等个别企业未停产外,其余企业均按要求生产受限,在道路运输方面也有限行制约。因区域市场渐入淡季,仅部分熟料价格出现小幅上涨,区域市场行情总体平稳的态势未改变。山西与内蒙古的部分企业同样应召开APEC峰会的要求配合限产,如太原地区水泥企业于3日至11日间停产。两地市场需求低迷,加上区域企业水泥库存高位,部分区域限停对整体水泥价格市场影响不大。

  华东地区的浙江北部市场杭嘉湖一带需求表现一般,部分企业出货尚可,整体水泥价格显平稳。而宁波市场在主导企业海螺水泥强势拉涨P.O42.5散装挂牌价40元/吨之下,其余厂家亦不同幅度跟调,地区低标价格暂稳。近期市场需求改善不大,但此番上调涨幅超市场预期。江苏北部市场的高标号挂牌出厂价进行了回调,调后基本恢复至涨前水平;苏南的无锡、常州厂有涨价传闻,仅个别企业有动作,市场暂无形成涨势。皖北市场因前期价格上涨执行情况不理想,中联、海螺相继回调部分水泥价格10-30元/吨。11月皖南环巢湖一带及江苏环太湖一带主要企业将继续限产17%-20%左右。山东市场需求表现欠佳,水泥企业出货不太稳定,整体市场稳中有跌,部分市场有下滑表现。福建多地水泥价格也因地区需求略显不足,前期调涨的水泥价格多有回调或未能按计划落实。江西东北部市场需求有明显提升,主导企业普遍上调散装水泥价格10-20元/吨,后期主导企业仍有推涨意向。上海地区近期企业出货量保持平稳,水泥价格持稳运行。

  中南地区的广东市场需求向好,英德、惠州等地熟料价格有上浮30元/吨左右,湛江、梅州的水泥价格亦有10-25元/吨的上涨,后期水泥价格有继续抬升势头。广西南宁、玉林、百色等多地市场需求不断增长,当地水泥、熟料价格有15-30元/吨不等的提升。10月以来南宁地区累计上涨80元/吨,周边贵港等地区近期也有上涨预期。中南其余地区市场需求及水泥价格较前期总体保持平稳。

  西南地区的贵州市场价格表现不一,遵义地区因需求欠佳,外加降雨影响,库存高涨,主要企业将大部分产品价格下调20-25元/吨,熟料出厂价亦有30-35元/吨的滑落;安顺地区水泥企业因成本增加上调低标出厂价10-20元/吨左右,调后安顺地区P.C32.5袋装主流出厂在220-230元/吨左右。月初渝东北一带西南、华新水泥报价上涨20元/吨左右,后期海螺等企业或将跟随上调。四川东北地区的广元、巴中等地市场进入需求旺季时节,企业产销两旺,当地各规格水泥价格普涨10-15元/吨。云南凤庆习谦昆钢的水泥开始投放市场,通过低价向凤庆及周边地区销售,加上与保山施甸昆钢的联动,市场影响力将快速提升。昆明周边的宜良及陆良需求有所表现,熟料价格出厂价大幅上涨30元/吨。西藏市场需求及出货继续下降,水泥销售进入尾声阶段。

  西北地区的陕西关中地区近期水泥价格回升后暂稳,南部汉中、洛商市场需求有回暖表现,当地的水泥及熟料价格走高10-15元/吨。甘肃、青海以及宁夏等地随气温逐渐下降,市场需求逐渐清淡,企业为降低库存,水泥价格有所松动,致使总体市场行情呈现稳中向下。新疆停开始执行产计划,工程建设加速收尾,需求萎缩,中下旬起水泥将开始下行走低。

  上周,全国共有6个省份的水泥价格出现上涨,其中,广西以3.50%的涨幅居首位,江西、浙江、广东、陕西和四川的涨幅分别为0.97%、072%、0.15%、0.19%和0.11%;而水泥价格出现回落的省份有10个,其中吉林、云南、黑龙江和山西等地的跌幅领先,均超过1%,其余下跌省份为宁夏、江苏、贵州、山东、河北和安徽,总体跌幅较小。

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,广西地区天气晴好,市场需求明显回升,玉林、南宁、百色等地的海螺、红狮、华润等主要企业上调各规格水泥价格20-30元/吨,其余周边中小企业也跟随调整,涨后南宁市场主流出厂P.C32.5袋装310-335元/吨,P.O42.5散装360元/吨;江西东北区域需求明显提高,万年青、海螺和南方等主导企业普涨散装水泥价格10-20元/吨,涨后上饶市场P.O42.5散装主流出厂价在320-340元/吨。

  上周,东北的吉林随气温走低需求出现滑坡,区域内的长春、白城、四平等地的中小企业报价明显回落,报价较主导企业低50-60元/吨,P.O42.5散装出厂价在360-380元/吨;云南保山、大理市场受凤庆习谦昆钢低价水泥投放市场影响,当地水泥企业为稳固市场份额随之走低;黑龙江大庆、哈尔滨等地的水泥价格也受中小企业报价明显下调而走低;山西太原、吕梁市场需求乏力,区域内的金圆、山水等主导企业为拓展销量,价格有所调整。

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

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

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

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

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

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

According to China Cement Network Market Data Center, the market demand in southwest Sichuan and Chongqing continued to be weak, cement prices in some regions fell by 10-20 yuan/ton, and Yunnan-Guizhou region was mixed. The market demand continued to be weak due to the high temperature off-season in Sichuan and Chongqing, and some enterprises in Sichuan lowered the cement price to increase the shipment volume, while the original plan to raise the price in Chengdu was not implemented. The demand for cement in Chongqing is declining and the price is stable. Rainy weather in Yunnan is frequent, market demand is low, and prices in some areas have fallen after pushing up. Cement prices in Guizhou are generally stable.

2024-08-09 17:19:44

According to the China Cement Network Market Data Center news, the implementation of the rebound in cement prices in the Pearl River Delta region of central and southern Guangdong is not optimistic, and the Guangxi region is tepid. The market prices of the two lakes are basically stable, and there is a decline in some areas. Leading enterprises in Guangdong try to restore the price of cement, but under the influence of high temperature weather, the actual effect is not good. The rain weather in Guangxi is decreasing, the market demand is limited, the price is stable, and the local market is falling. Cement prices in Hubei are stable, and high temperatures affect demand. The Hunan area continues the high temperature, the demand is weak, the partial price falls. Affected by rainfall, the market demand in Henan is not good, and the price is stable.

2024-08-09 17:12:17

Northeast China is implementing the policy of off-peak kiln shutdown in August according to the established plan. In this context, cement manufacturers have no plans to further raise prices, so the market quotation remains stable. However, the demand for cement in Liaoning has been reduced due to frequent precipitation in the rainy season recently. Although the cement price of large factories is still at a high level, the overall demand is low, which may have a volatile impact on future prices.

2024-08-09 16:45:29

According to the China Cement Network Market Data Center, the shutdown of kilns in Liaoning, Northeast China, was extended to 20 days in August, the overall price was high and stable, the demand performance was not good, and the momentum to push up again was insufficient.

2024-08-02 17:28:08

According to China Cement Market Data Center, the demand and sales in southwest China are sluggish, cement prices in Sichuan and Chongqing continue to fall, and some regions have fallen back to the level before the price increase in June. Some markets in the surrounding Yunnan-Guizhou region are still pushing up in the week, and the implementation remains to be observed.

2024-08-02 17:25:15

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

According to the China Cement Network Market Data Center, the Northeast region shut down the kiln again for 15 days in August, which played a supporting role in cement prices.

2024-07-26 17:06:09

According to the data center of China Cement Market, the intensity of peak staggering has been increased, and the price of cement in Yunnan-Guizhou region has been raised by 30-100 yuan/ton, and the implementation remains to be observed. Cement prices in some markets in Sichuan and Chongqing have dropped by 30-50 yuan/ton.

2024-07-26 16:56:03

According to China Cement Network Market Data Center news, Guangdong, Hubei individual market notice to raise cement prices by 30-50 yuan/ton, the implementation remains to be observed. Cement quotations in other areas are basically stable and small.

2024-07-26 16:42:59

According to the data center of China Cement Market, the supply of cement market in Northeast China has eased, the shutdown of kilns in Liaoning has been extended, and the price is stable.

2024-07-19 17:24:20

According to China Cement Market Data Center, cement prices in Sichuan, Chongqing and parts of Yunnan fell by 20-50 yuan/ton this week, and Guizhou continued to push up by 60 yuan/ton. Whether it can be implemented remains to be seen.

2024-07-19 17:19:24

According to China Cement Market Data Center, the actual turnover of cement in Guangdong and Guangxi local markets fell slightly by 10-20 yuan/ton this week, but the overall quotation of large factories stabilized. Cement prices in many places in the two lakes have fallen back to the level before the rise.

2024-07-19 17:14:59

According to the China Cement Network Market Data Center news, the northeast region continued to implement the staggered peak kiln shutdown, clinker supply shortage, 5-10 days to push up 50-60 yuan/ton.

2024-07-12 17:29:19

According to the China Cement Network Market Data Center, the overall market demand and sales in southwest China are weak due to the off-season market and the impact of rainy weather. The price of cement in some markets of Sichuan, Chongqing and Yunnan has been loosened and declined, ranging from 20-50 yuan/ton.

2024-07-12 17:26:00

According to the data center of China Cement Market, the price of cement in Guangdong and Guangxi markets has been stable this week, and the price in Hainan has fallen sharply. Prices in Hubei are mainly stable, while prices in Changsha-Zhuzhou-Xiangtan are falling.

2024-07-12 17:23:24

According to the data center of China Cement Market, the price of cement in Northeast China is generally stable, the demand is stable, and the expectation of off-peak kiln shutdown is good.

2024-06-28 17:09:41

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

Cement prices in the Pearl River Delta region of Guangdong rose by 20-30 yuan/ton in the second round of the month, and Guangxi may also have price expectations, according to the China Cement Market Data Center. Affected by the continuous rain weather in the two lakes area, sales in some areas stagnated.

2024-06-28 17:04:10

According to the China Cement Network Market Data Center, the price of cement in some markets in Sichuan and Chongqing has been raised by 50-130 yuan/ton, which is a large increase, and the actual implementation remains to be observed.

2024-06-14 20:06:50

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 Network, some areas in central and southern Hebei in North China have once again pushed up the price of cement by 30-50 yuan/ton and the price of clinker by 20 yuan/ton. The overall market demand is insufficient, and the implementation remains to be observed.

2024-06-14 17:45:01

According to China Cement Market Data Center, this week, the current round of kiln shutdown in Northeast China is coming to an end. Since April, leading enterprises have repeatedly pushed up prices, making cement prices in the region currently at the leading level in the country.

2024-06-14 17:27:12

This week, the Beijing-Tianjin-Hebei region continued its efforts to push up the price of cement. At present, only the price increase in Shijiazhuang is well implemented.

2024-05-17 17:41:26

China Cement Network Market Data Center News, Northeast China stopped kilns to boost the implementation of price increases, 13-17 leading enterprises in Northeast China have notified to promote cement price increases of 30-50 yuan/ton again, the actual implementation range is about 30 yuan/ton.

2024-05-17 17:32:33

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

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 market data of China Cement Network, there are not many construction sites in North China, and construction is expected to resume after the Lantern Festival.

2024-02-23 17:07:28

According to the data center of China Cement Market, the market in Northwest China is recovering slowly, and the price of cement is stable in the off-season.

2024-02-23 17:02:48

The market is stable, Henan fell more than 5%; "2023 Top 100 List of China's Cement Clinker Production Capacity" was released; the Ministry of Industry and Information Technology announced 27 industry standards related to cement, sand and concrete!

2024-01-02 15:02:03

国内气温普遍回升,南方局部需求略有改善,但混凝土价格易跌难涨,实际成交继续稳中有降。12月25日至12月29日,全国混凝土价格指数报收124.79点,环比下跌0.26%,同比跌幅为11.58%……

2023-12-29 17:22:21

国内受强寒潮天气影响,降温幅度较大,多数区域施工活动减弱,混凝土价格稳中有降。12月18日至12月22日,全国混凝土价格指数报收125.11点,环比下跌0.12%,同比跌幅为11.38%……

2023-12-22 15:53:42

贵州水泥价格大幅上调60-100元/吨;亚泰集团拟以近10亿收购公司;四川计划2024年一季度每条熟料生产线错峰生产50-60天

2023-12-18 13:14:07

12月8日,全国水泥价格指数(CEMPI)报收113.7点,环比上涨0.15%,同比下跌23.72%。

2023-12-08 18:25:52

据中国水泥网行情数据中心消息,22日起西安、咸阳、铜川、渭南等关中地区一些主要企业通知上调水泥价格50元/吨,本轮推涨维持情况有待观察。

2023-11-24 17:58:38

据中国水泥网行情数据中心消息,本周湖南、湖北地区部分市场水泥价格推涨20-30元/吨不等,河南地区水泥价格回落20元/吨左右,两广整体行情相对平稳。

2023-11-24 17:45:05

据中国水泥网行情数据中心消息,云南地区水泥企业用电负荷减少,库位有所下降,本周省内多数地区企业通知上调水泥价格30-50元/吨。重庆地区市场需求销量不足,主导企业陆续对主城市场下调水泥价格10-30元/吨不等。

2023-11-24 17:25:32

本周五,全国水泥价格指数(CEMPI)报收110.82点,环比上涨0.25%,同比下跌28.09%。

2023-11-12 12:39:47

本周五,全国水泥价格指数(CEMPI)报收106.18点,环比上涨0.15%,同比下跌30.71%……

2023-10-13 18:38:53

本周五,全国水泥价格指数(CEMPI)报收106.59点,环比上涨1.16%,同比下跌28.78%。

2023-10-01 15:08:35

本周五,全国水泥价格指数(CEMPI)报收105.37点,环比上涨0.36%,同比下跌28.05%。

2023-09-23 09:30:52

本周五,全国水泥价格指数(CEMPI)报收104.99点,环比下跌0.44%,同比下跌27.74%。

2023-09-15 18:28:51

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.