[周评]中南:湖南继续保持下行趋势,湖北开始降价走量

2014-12-16 10:13:05

上周,广东意欲涨价后实际执行有待观察;广西受广东涨价影响,外销价格有所上涨;海南保持平稳;湖南继续保持下行趋势;湖北开始降价走量;河南部分中小企业价格有小幅调整,总体平稳。

  上周,广东意欲涨价后实际执行有待观察;广西受广东涨价影响,外销价格有所上涨;海南保持平稳;湖南继续保持下行趋势;湖北开始降价走量;河南部分中小企业价格有小幅调整,总体平稳。

中南水泥价格指数
近期中南水泥价格指数趋势

  广东12月5日-6日广东珠三角地区肇庆、广州深圳、惠州、清远、江门、佛山、韶关等地华润率先通知在珠三角上调后,珠三角地区部分主要厂家相继同幅跟进上调低标32.5级水泥15元/吨,高标42.5级水泥30元/吨。目前市场反馈来看,各大厂家并没有全部上调,中小厂家观望居多,有些厂家是先跌后涨,有些仅通知同业上涨,实际执行有待观察。中国水泥网行情数据中心数据显示,近期受区域雨水天气影响,需求环比有所减弱,尤其11月份各地水泥、熟料价格不同幅度回落10-30元/吨左右。且当前各企业为库存压力较大,除少数厂家库存偏低,多数在6-7成,全部执行到位压力较大。此外,央行虽然降息,但年底银行有收贷压力,资金流动性大打折扣,对于价格上涨支持略显不足。因此综合来看,本次上涨执行力度不强,回落风险较大,后期元旦前后下调概率较大。

  广西:上周广西市场总体平稳,受雨水天气影响,市场成交有所不足,晴好天气时,企业能到达产销平衡,企业库存多在中等水平,本次受广东地区价格上涨影响,广西外销价格相应有所上调,对地销市场暂无影响。

海南进入12月市场需求及水泥价格较前期保持平稳。

湖南近期受雨水天气影响,房产施工进度放缓。为提升销量,7日-8日起湖南岳阳、衡阳地区地产主导企业下调规格水泥价格25-30元/吨,其余中小品牌也有不同幅度降价走量情况。此外,近几日长株潭地区部分厂家水泥价格也走低20-30/吨,而少数厂家小幅调整。目前区域市场P.O42.5散装水泥到位价320-340元/吨。总体来看,近期区域乃至整个湖南行情继续保持下行趋势。

  湖北近期湖北地区雨水天气较多,市场需求有所下滑,厂家出货受阻。7日-8日起湖北咸宁、鄂州、黄冈等地区各规格水泥价格下调25-30元/吨。总体来看,由于湖北地区11月份销售旺季不旺影响,区域水泥销量环比去年同期有所减少,为完成年度销售目标,地区厂家开始降价走量。

  河南随着气温逐渐回落,市场需求也逐渐走淡,为提升销量,部分中小企业价格有小幅调整。由于区域整体价格水平不高,主要企业报价基本维稳为主。目前豫北一带P.O42.5散装水泥一般出厂基本在250-260元/吨左右。

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Correlation

Looking forward to the fourth quarter, we believe that the demand for cement will continue to weaken, but under the background of the rising voice of "anti-involution" and the increasing awareness of self-help in the industry, enterprises will intensify their efforts to limit production, cement prices are expected to rise, and industry benefits will continue to be restored. Throughout the year, cement demand will face greater downward pressure, and the industry's profit decline is still large.

2024-10-30 17:15:19

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

In September, real estate investment continued to decline, infrastructure funds in place were insufficient, and some areas were greatly affected by typhoons and heavy rainfall, terminal demand was still relatively low, Jinjiu market expectations failed, but at the end of the month, affected by peak staggering and production reduction, the Yangtze River Delta region sharply pushed up cement and clinker prices, and the national cement prices rose. In October, on the supply side, it is expected that the supply side will be relatively stable, the terminal demand will continue to improve, and the overall cement price in October will show a strong trend of volatility.

2024-10-11 15:31:54

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

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

Market demand in central and southern China is general, and concrete prices are weak..

2024-08-30 16:41:14

Domestic construction conditions have not improved significantly, coupled with the small number of new key projects, the market demand is still relatively low, and the price of concrete has fallen more or risen less. From August 8 to August 14, the national concrete price index closed at 114.48 points, down 0.33% annually and 11.69% year-on-year.

2024-08-17 10:46:53

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

The rainy season in North China affects construction, market demand is low and prices are weak and stable.

2024-08-09 16:25:44

Domestic construction conditions have not been significantly improved, coupled with insufficient new projects in most regions, the concrete market is still flat. From July 25th to July 31st, the national concrete price index closed at 115.36 points, down 0.59% from the previous month.

2024-08-02 17:29:53

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

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

Affected by the traditional off-season, the overall price of concrete in the central and southern market is weak and stable.

2024-07-26 15:35:59

The main areas of central and southern Hebei have been notified to raise the price of cement by 30-50 yuan/ton. At present, the demand is general, and the implementation remains to be observed.

2024-07-26 15:29:35

According to the market data of China Cement Net, the price in Beijing, Tianjin and Hebei is stable as a whole, the high temperature and rainy season weaken the demand, and the average price of Shijiazhuang manufacturers is slightly reduced to promote sales; the market in Inner Mongolia and Shanxi is stable at present.

2024-07-19 15:39:30

According to the market data of China Cement Net, the cement market in Beijing, Tianjin and Hebei has stepped into the off-season, and the push up has not been implemented, and the central and southern parts of Hebei are slightly loose; the market in Inner Mongolia is stable, and the push up is slow; the effect of the early push up in Shanxi is not good, and the market is stable at present.

2024-07-12 15:53:15

With frequent high temperature and rain weather, the building materials market has entered the off-season of traditional demand.

2024-07-08 16:16:39

In the second quarter, the domestic rainwater was on the high side, coupled with the tight market funds, the supply and demand of the concrete industry were weak, and the National Commodity Concrete Price Index (CONCPI) fell by 3.35% annually, which was wider than the previous value.

2024-07-08 14:17:39

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

According to the market data of China Cement Network, the rise in raw materials has led to an increase in production costs, and enterprises in eastern Hubei and Changde have notified an increase in cement prices by 20-30 yuan/ton.

2024-05-24 15:29:42

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

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

By the end of April 2024, the National Gravel Price Index (CSPI) closed at 82.95 points, down 0.73% annually and 4.24% year-on-year. The National Machine-Made Sand Price Index (MSPI) closed at 85.95 points, down 1.34% month-on-month and 7.87% year-on-year..

2024-05-08 16:53:52

In the first quarter of 2024, the demand for infrastructure fell short of expectations, housing projects continued to shrink, and the concrete industry continued to weaken. By the end of March, the National Concrete Price Index (CONCPI) closed at 122.38 points, down 1.8% from the beginning of the year. Compared with the same period in 2023, the concrete price index fell by 12.8%.

2024-04-22 10:18:23

According to the China Cement Network Market Data Center, some enterprises in Henan began to stop kilns at the wrong peak, the two lakes region had a strong willingness to raise prices, and prices in Guangdong and Guangxi were under pressure.

2024-04-12 17:09:16

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 China Cement Market Data Center, the price of raw materials has risen recently, the cost of cement production has risen, and the price of cement in the local market of Guangdong and Guangxi has increased by 15 yuan/ton, which remains to be observed. Prices in the two lakes, Henan and other markets fluctuated little during the week.

2024-03-01 17:28:38

Data tracked by China Cement Network show that among Hunan and all the neighboring provinces mentioned above, the average price of cement in Hunan Province is the lowest in 2023, but there is no sign of excessive outflow of "low-price" cement in Hunan Province.

2024-02-06 09:34:32

Recently, the cement network APP video number carried out the online live broadcast of "Sharing Hui Building Materials Observation", and Li Kunming, an analyst of China Cement Network Cement Big Data Research Institute, looked forward to the cement industry in 2024.

2024-01-12 12:10:02

In the fourth quarter, the construction in some regions in China was gradually completed, and the scale of rush work was less than that of the same period in previous years. In addition, the focus of the work of the mixing station shifted to repayment, the market supply and demand continued to weaken, and the price of concrete was mainly low. Overall, the national commodity concrete price index (CONCPI) fell 2.98% in the fourth quarter.

2024-01-04 15:35:25

The national cement price index (CEMPI) was 113.53 points at the beginning of December and closed at 113.37 points at the end of the month, up 0.21% from the previous month and down 19.96% from the previous year.

2024-01-03 14:34:56

2023年,受房地产持续调整等影响,水泥行业发展景气度继续下降。一季度下游复工情况尚佳,整体需求好于同期;二、三季度“旺季不旺、淡季更淡”,需求减弱明显,加之市场竞争激烈,水泥价格持续走低;四季度需求弱势恢复,水泥价格小幅上涨。总体来看,2023年水泥产量创下近13年新低,尽管煤价重心有所下移,但水泥价格降幅较深,行业利润大幅萎缩。展望2024年,我们认为地产对水泥需求拖累减弱,水泥产量或将小幅下降,产能过剩压力下水泥价格中枢下移,行业效益难言乐观。

2023-12-22 17:20:42

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

精选|2024年混凝土需求预计下滑;超3.5亿元!国家给水泥厂“发钱”;国务院印发《空气质量持续改善行动计划》

2023-12-21 13:29:50

2023年,下游终端市场仍然面临资金偏紧的局面,多数区域施工增量不及预期,加之上游企业竞争加剧,成本端支撑乏力,混凝土行业易跌难涨,效益进一步走弱……

2023-12-21 09:21:01

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

水泥市场强弱分化凸显;李坤明:2025水泥需求或将打破平台期;海螺水泥矿山资源盘点与骨料业务发展分析;投资5亿!南通海螺年产240万方混凝土项目一期顺利通过竣工验收!

2023-12-01 16:16:05

总的来看,仅有少数地区仍在推涨,全国水泥价格行情止涨转跌。

2023-11-27 13:33:51

多地气温继续下降,局部地区雨雪天气明显,市场需求持续走弱,预计下周水泥价格弱稳运行。

2023-11-19 11:45:24

前三季度全国累计水泥产量创近13年以来同期最低,预计行业利润同比降幅仍达60%左右,企业亏损面扩大。

2023-11-08 09:20:21

按六大区域划分,上市公司在华北、华东以及中南地区水泥营收总体降幅较大。其中,华东和中南地区价格竞争充分,降价风险已基本释放,后续价格存在回升空间,但节奏仍有待观察……

2023-10-30 19:14:58

2023年前三季度,受房地产持续调整等影响,水泥需求疲软,行业低迷运行。一季度下游复工情况尚佳,整体需求好于同期,二、三季度“旺季不旺、淡季更淡”,需求减弱明显,加之市场竞争激烈,水泥价格持续走低。前三季度水泥产量创下近13年来新低,尽管煤价重心有所下移,但水泥行业利润仍出现大幅萎缩。展望四季度,我们认为水泥行业需求可能不及同期,由于需求弱势,加之企业库位较高,价格上涨阻力重重,均价或仍将下降。全年来看,水泥需求将面临较大下行压力,行业效益降幅仍大。

2023-10-24 17:06:00

Since December 12, major enterprises in Changdu have notified an increase of 50 yuan/ton in cement prices, and the specific implementation remains to be observed.