断航!断供!水泥价格已直逼600元/吨!

2019-12-22 16:25:40

近期沿江海事部门多次发布类似的封航、断航消息,对区域内航运物流影响较大。尤其是上述通知涉及的广东、广西、福建及周边多省市,断航使区域内水泥、砂石等混凝土原材料供不应求,价格也随之上涨。

  近日,广东省北江航道事务中心发布封航通知。通知要求,因清远粤华电力有限公司对清远水利枢纽一线船闸进行年度封航检修,经广东省交通运输厅批复同意封航时间为:2019年12月15日8:00起至2020年1月9日8:00止,共25天,2020年1月9日8:00恢复通航。

  12月19日,广西壮族自治区港航发展中心也发布了关于配合做好船舶限载出港过闸工作的通知。通知显示,根据长洲水利枢纽未来4日水情预测通报,为确保航道、船舶过闸安全畅通,请广西西江船闸运行调度中心不接受2019年12月20日0时至12月23日24时出港的下航经梧州长洲枢纽船闸、吃水超过3.0米的船舶报到;请各市港航(务)管理局(处)、南宁市水路建设养护中心2019年12月20日0时至12月23日24时,不允许下航经长洲船闸或航经长洲坝下至梧州界首航段、吃水超过3.0米的船舶出港。

  近期沿江海事部门多次发布类似的封航、断航消息,对区域内航运物流影响较大。尤其是上述通知涉及的广东、广西、福建及周边多省市,断航使区域内水泥、砂石等混凝土原材料供不应求,价格也随之上涨。

  譬如,广东佛山市三水金三角水泥有限公司就因原材料断供,导致水泥库存严重不足,即日起暂停所有品种散装水泥发货。

  广东其他区域:年底广东粤东地区一些项目赶工需求较好,加之周边福建等省份地区水泥价格持续上调带动。目前梅州地区大厂P.O42.5(R)散装主流出厂515-535元/吨,惠州地区大厂P.O42.5(R)散装水主流地销挂牌出厂510-540元/吨,同时因大厂供应发货偏紧,18日-19日佛山、清远等地一些二三线水泥品牌通知上调水泥价格10-30元/吨不等,缩小与大厂价差。

  广西:中旬南宁、崇左、玉林、贵港、北海、钦州、防城港等中南部各地区主要企业陆续通知上调各品种水泥价格20元/吨,17日贵港地区部分企业对销广东深圳地区袋装水泥价格小幅上调10元/吨。

  福建:近期福建地区较多项目年底赶工,需求旺盛。省内一些大厂连续超负荷生产,部分出现设备故障,生产受限,水泥供应持续偏紧。为提升盈利,12月20日起福建地区一些主要厂家再次通知上调水泥价格30元/吨。目前龙岩地区部分厂家已发布调整通知,其余地区暂观望为主,新一轮普涨或将展开。调涨前龙岩地区大厂P.O42.5散装主流出厂480-490元/吨。总体来看,目前福建地区水泥熟料供应紧张,年前价格回落概率不大。

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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.

2024-11-08 17:41:17

According to China Cement Market Data Center, cement prices in central and southern China rose steadily this week, pushing up 30-50 yuan/ton in Guangxi, and some low-priced enterprises reported an increase of 70 yuan/ton. This week, cement prices in eastern Hubei have gradually fallen back to the level before the last round of rise, and cement prices in many places in Hunan continue to rise.

2024-11-08 17:23:08

In October, with the gradual decline of the national temperature, the northern project came to an end, and there was a small-scale rush to work in some areas, while the southern construction activities increased, the demand warmed up, and the shipment volume increased slightly. On the supply side, a number of sand and gravel aggregate projects have been successfully put into operation, production capacity has been released rapidly, sand and gravel prices have stopped falling slightly, and have entered a narrow range of volatility.

2024-11-05 11:42:36

The number of off-peak days in Hebei and Shanxi in the third quarter was significantly longer than that in the same period. Although Inner Mongolia has not yet announced the specific time of kiln shutdown in the third quarter of 2023, according to the regional cement production, the time of kiln shutdown in the same period is less than that in the third quarter of 2024. On the whole, the peak staggering time in North China is prolonged.

2024-11-05 09:33:00

According to China Cement Market Data Center News, in the central and southern regions, this week, Guangdong Pearl River Delta and Hainan regions continue to push up the cement price by 30-60 yuan/ton, and the implementation will wait and see; Guangxi region is planning to push up the cement price by 30-50 yuan/ton. After the two lakes region experienced many times of pushing up, the price was temporarily stable this week.

2024-11-01 17:35:36

Recently, the domestic temperature has dropped, local demand has dropped compared with the previous period, and the price of concrete market is mainly in a narrow range. From October 24 to October 30, the national concrete price index closed at 112.12 points, down 0.02% annually and 10.33% year-on-year.

2024-11-01 01:06:33

Since October, the price of cement in the eastern Guangdong market has been relatively stable and has not risen yet. At present, the 4600t/d production line of the local cement industry has been ignited recently, which is expected to have a certain impact on the eastern Guangdong market in the short term. However, the increase in the price of cement in the Pearl River Delta and Fujian can lay a certain foundation for the increase in the price of cement in the eastern Guangdong market.

2024-10-29 09:40:30

With the improvement of weather conditions, the domestic market demand has improved as a whole in the near future, but it is still difficult to reach the peak season level in previous years. Concrete enterprises mainly ship at stable prices, and there are still some downward adjustments. From October 10 to October 16, the national concrete price index closed at 112.16 points, down 0.59% annually and 10.64% year-on-year.

2024-10-18 17:28:46

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

Recently, the domestic market demand in some areas has improved slightly compared with the previous period, but the overall situation is still weaker than same period in history, and the price of concrete remains stable and weak. From September 19 to September 25, the national concrete price index closed at 112.82 points, down 0.10% annually and 10.45% year-on-year.

2024-09-27 17:57:56

Recently, the local weather conditions in China are not good, the recovery of market demand is insufficient, the price of concrete is mainly stable, and the local pressure is falling. From September 12 to September 18, the national concrete price index closed at 112.93 points, down 0.21% annually and 10.83% year-on-year.

2024-09-20 17:55:34

Recently, the price of raw materials has shown an upward trend again, but due to the lack of new orders in the concrete market and the fierce competition among enterprises, the focus of transactions continues to decline steadily. From August 29 to September 4, the national concrete price index closed at 113.17 points, down 0.45% annually and 11.09% year-on-year.

2024-09-06 17:22:16

Most regions in China are affected by capital factors, lack of construction increment downstream, no improvement in concrete market demand, and downward pressure on local quotations. From August 22 to August 28, the national concrete price index closed at 113.68 points, down 0.42% annually and 11.12% year-on-year.

2024-08-30 17:31:27

Domestic high temperature rain weather has not yet subsided, downstream construction activity is still low, the concrete market is relatively flat, and the market price is stable. From August 15 to August 21, the national concrete price index closed at 114.16 points, down 0.28% annually and 11.40% year-on-year.

2024-08-23 17:35:52

Cement output in the first half of the year was 85047 million tons, compared with 953 million tons in the same period last year, a decrease of 103 million tons or 10.76%. Sales of China Resources Building Materials Cement fell by only 2.9%, which has outperformed the market. Not to mention the sales volume of clinker, which rose against the trend, increased by 24.7%. In the downturn of the industry as a whole, China Resources Building Materials Technology has made such a brilliant achievement, perhaps with the "grab share, keep the bottom line, optimize the structure, improve the status" set at the beginning of this year. "Related to the core market strategy.".

2024-08-19 11:12:51

The domestic market continued to be controlled by the hot and rainy weather, the market demand was weak, the price of concrete continued to fall steadily, and the decline in Sichuan and Chongqing was relatively large. From August 1st to August 7th, the national concrete price index closed at 114.86 points, down 0.43% from the previous month.

2024-08-09 18:09:08

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

Guangxi and Fujian implement the "monthly settlement and monthly clearance" method for peak-staggering production, that is, at the end of this month, the number of peak-staggering production days for the next month is formulated. In the middle and last ten days of June, there were two rounds of price increases totaling 40 yuan, and in July, there was a pullback of 10-15 yuan yuan. At present, the implementation of peak-staggering production in Guangxi has alleviated the situation of oversupply and played a positive role in stabilizing the price of cement in the Pearl River Delta market.

2024-08-08 13:34:06

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

Demand is declining, supply is increasing, and the price of sand and gravel industry is adjusted in an all-round way.

2024-07-31 15:56:20

Rainfall continued in many parts of the country, local typhoons invaded, downstream construction was slow, and concrete prices fell steadily. From July 18th to July 24th, the national concrete price index closed at 116.05 points, down 0.58%.

2024-07-26 20:17:51

Some regions in China are affected by high temperature and rain weather, coupled with insufficient new projects, the price of concrete is weakening. From July 11th to July 17th, the national concrete price index closed at 116.73 points, down 0.47% from the previous month.

2024-07-19 17:35:12

Recently, the domestic rain belt has moved northward, the market demand in most regions is still weak, and the price of concrete is stable and weak. From July 4th to July 10th, the national concrete price index closed at 117.28 points, down 0.54% from the previous month.

2024-07-12 17:29:18

Rainwater in the south has decreased recently, but the growth rate of downstream construction demand is limited, and the price of concrete is mainly stable. From June 27th to July 3rd, the national concrete price index closed at 117.92 points, and the ring ratio remained stable.

2024-07-05 17:34:54

The recent rainy weather is still continuing, the downstream construction progress is slow, local shutdown occurs, and the price of concrete is stable and small. From June 20th to June 26th, the national concrete price index closed at 117.92 points, down 0.19% from the previous month.

2024-06-28 18:10:43

Many places in China reported that the rain weather increased, the market demand was weak, and the price of concrete was weak. From June 13th to June 19th, the national concrete price index closed at 118.15 points, down 0.20% from the previous month.

2024-06-21 17:53:57

After the festival, the market demand in most regions tends to be weak, and the focus of concrete transactions is mainly stable. As of June 12, the national concrete price index closed at 118.39 points, down 0.03% annually and 12.69% year-on-year.

2024-06-14 17:35:49

Recently, domestic demand is still relatively flat, the cost pressure of mixing stations is increasing, and the Northeast continues to rise. As of June 7, the national concrete price index closed at 118.42 points, down 0.11% annually and 13.07% year-on-year.

2024-06-07 00:41:49

Recently, there is still too much rain in some regions of China, and the demand for concrete market is running at a low level, but the overall price decline has narrowed due to the impact of cost support. From May 27 to May 31, the national concrete price index closed at 118.55 points, down 0.31% annually and 13.61% year-on-year.

2024-05-31 17:14:10

Taiwan's cement industry has experienced a complete life cycle from germination, growth, prosperity to recession. Study Taiwan cement industry from the development since demand drops period, have draw lessons from a meaning very much to market of current mainland cement.

2024-05-28 11:53:23

Generally speaking, the regional trend shows the characteristics of "rising in the north and falling in the south", and the national market shocks downward.

2024-05-13 11:37:00

At the beginning of April, the National Cement Price Index (CEMPI) was 104.8 points, closing at 108.1 points at the end of the month, up 2.51% annually and down 20.36% year-on-year.

2024-05-07 16:54:23

Sales of cement, clinker, concrete and aggregate in the first quarter of China Resources Building Materials Technology increased. Among them, the total sales volume of cement clinker is about 1303 The sales volume of concrete was 2.3 million cubic meters, representing a year-on-year increase of 50.16%, and the sales volume of aggregate was 14.16 million tons, representing a year-on-year increase of 169.5%.

2024-05-07 14:53:43

In the first quarter of 2024, the recovery of cement industry demand was less than that of the same period, the overall peak staggering time in the northern region was not much different from that in previous years, and the peak staggering time in many southern provinces was extended.

2024-04-23 17:03:58

Generally speaking, the national cement price continues to rise, but the foundation is not solid, and the risk of falling back is high.

2024-04-22 12:35:11

The downstream construction in the northern region is still general, the demand recovery is less than expected, and the cement price is weak and stable; the shipment in some parts of the southern region has improved, coupled with the long-term low price operation, the enterprise has a strong willingness to raise prices. Generally speaking, the recovery of demand is limited, but driven by the general rise in the Yangtze River Delta region, the national cement price has stopped falling and turned to rise.

2024-04-15 15:30:35

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 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

The company continues to streamline the organization and optimize personnel, establish and improve the flexible salary system, and constantly reduce costs.

2024-03-26 09:26:35

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

2024-03-19 15:10:10

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.