[周评]华东:行情不佳 水泥价格持续下行

2015-06-08 13:56:58

上周,华东地区水泥行情延续了一直以来的低迷态势,区域内各省市水泥价格继续下行,随着夏季来临在即,在雨水和高温天气影响下,水泥需求,短期内恐难以提振。

  上周,华东地区水泥行情延续了一直以来的低迷态势,区域内各省市水泥价格继续下行,随着夏季来临在即,在雨水和高温天气影响下,水泥需求,短期内恐难以提振。

华东水泥价格

  浙江:据中国水泥网行情数据中心消息,五月下旬以来,浙江金华、杭州、衢州等地水泥价格相继下滑10-20元/吨。另外,月底台州地区大厂高标价格也大幅走低近30元/吨左右。

  进入六月宁波地区象山海螺、宁海强蛟海螺纷纷下调低标袋装水泥出厂价10元/吨。此外,受外来低价水泥影响,42.5级散装水泥也暗降10元/吨。

  五月以来省内,浙江水泥销量增长不多,社会库存普遍高企,从内陆到沿海市场水泥价格基本承压下行。另外,消息显示6月1日起浙江省内有窑企业计划停窑10天左右,目前多数厂家已开始执行。

  江苏:据市场反馈,近期江苏多地降雨频繁,区域企业库存普遍较高,加之受外来低价水泥冲击影响,整体行情稳中有跌。

  五月底至六月初,南通、镇江水泥价格走低5-10元/吨。目前南通一带外来P.O42.5散装水泥到位仅210-225元/吨。熟料方面,价格继续下滑,宁宣海螺销苏锡常地区出厂低至147元/吨左右。另外,市场更有180-190元/吨到位的极低价格,市场形势严峻。

  安徽:近段时间以来,皖南部分市场水泥、熟料价格继续走低。五月底马鞍山地区主要厂家42.5级散装水泥地销出厂下调10元/吨;安庆地区怀宁海螺32.5级袋装水泥及42.5级散装水泥出厂下调15-25元/吨。同时宁宣海螺对地销及外销苏南浙北局部市场水泥、熟料价格继续下调10-30元/吨不等。而受周边价格下调影响,黄山地区及滁州地区部分水泥价格也走低10元/吨左右。

  五月下旬以来,安徽中南部地区水泥价格普遍走低一轮,而目前各地库存基本在七成上下,虽然价格基本接近底部报价或将趋稳,但反弹难度较大。

  上海:近期上海市场需求表现平平,随着外围水泥、熟料价格走低,近期市场部分成交价格也随之走低15-25元/吨左右。

  江西:近期江西降雨频繁,整体市场需求表现不足。具体来看,五月底赣东北上饶、鹰潭、景德镇等地主要品牌水泥价格相继下调10-30元/吨,而后6月1-3日赣西新余、宜春、萍乡地区海螺、中材、红狮、南方等主要品牌相继下调各规格水泥出厂10-15元/吨。赣北方向,南昌、九江地区主要厂家陆续下调水泥出厂价格,两地除了散装水泥价格普遍下调10元/吨外,袋装水泥价格下调幅度较大,一般厂家降幅基本在20-30元/吨,而南昌南方为提销量则大幅下调50元/吨。

  总体来看,近期江西阴雨较多,基建等工程需求支撑力不足,水泥出货不佳,故五月底以来,省内大部分地区水泥价格行情处于下行通道。

  福建:近期雨季影响,各地降雨增多,六月以来阴雨依旧。目前龙岩、三明等基地库存处于高位,个别生产线停窑限产,目前水泥报价基本平稳。

  山东:本周山东市场水泥报价大稳小动,但总体需求销量仍显疲软。目前鲁南地区P.O42.5散装水泥实际出厂多在200-210元/吨。

  进入六月以后,农忙麦收影响将逐渐扩大,自南而北水泥需求销量已有下滑迹象。目前区域企业正再次考虑6月15日至7月15日淡季停窑检修事宜。

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  中拉经贸转型升级 基础设施建设蕴藏巨大商机

  随着国际市场大宗商品价格下跌,中拉贸易增长势头明显放缓,亟需突破中拉经贸合作发展瓶颈。中国愿通过基础设施合作,扩大对拉美相关国家的投资,把中国在钢铁、水泥、建设等行业的优质产能引入拉美,并愿进口更多的拉美高附加值产品。为此,在基础设施建设方面,拉美和加勒比国家向中国企业展现了巨大商机。

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Correlation

Due to the rainy weather in Zhejiang, the market demand is general, and the shipment volume is about 6-7%. In order to promote sales, some manufacturers reduce the price of cement, and try to push up the price to enhance market confidence, but the actual implementation remains to be observed. The overall market demand in Jiangsu has not improved significantly, with shipments hovering at 4-6% of normal production capacity. Manufacturers in southern Jiangsu have reduced prices for promotion, while the markets in northern and central Jiangsu are expected to face a downward trend.

2024-08-16 16:37:36

Due to the continuous high temperature weather in Jiangsu and Zhejiang, the demand of construction industry has weakened, resulting in a general decline in cement sales, and the price of cement in some areas has dropped by 20-35 yuan/ton, among which Yangzhou, Taizhou, Huaian, Nanjing, Zhenjiang and other places in Jiangsu have been greatly affected. Due to the high temperature weather in Anhui, the construction site slowed down, the demand was weak, and the cement price in Ma'anshan, Chuzhou, Hefei and other areas was reduced by 10-20 yuan/ton. Cement prices in Zaozhuang, Linyi, Jining, Tai'an and other places fell by 10-30 yuan/ton due to cloudy weather and the resumption of clinker production in Shandong.

2024-08-09 16:18:24

According to the data center of China Cement Market, due to the low ex-factory prices in various regions, some regions began to resume pricing this week.

2024-08-02 16:30:32

In order to reduce inventory pressure, cement prices showed signs of a slight decline.

2024-07-26 15:37:00

Affected by the typhoon weather, the price of concrete was under great pressure during the week.

2024-07-26 14:38:38

According to the China Cement Network Market Data Center news, many off-peak production, in order to reduce inventory pressure, cement prices slightly declined signs.

2024-07-19 15:20:00

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-07-12 15:40:36

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-07-05 16:08:54

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-06-28 15:27:41

According to China Cement Network Market Data Center, after entering the Meiyu season, with the continuous rainfall causing many construction sites to be blocked, the demand for cement has decreased significantly, the market has entered a downturn, and cement prices in many places have fallen this week.

2024-06-21 15:20:15

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, prices in some parts of East China have declined this week, but many places have stabilized prices.

2024-05-11 16:48:37

Because the price is at a relatively low level, the price has been stabilized in various regions.

2024-05-11 15:34:47

According to the data center of China Cement Market, major manufacturers in some areas of Jiangsu, Zhejiang, Shanghai and Anhui notified a general rise within a week.

2024-04-12 17:25:59

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 China Cement Network Market Data Center news, during the Qingming period, Jiangsu and Zhejiang regions continued to rain, demand was low, and enterprise shipments were general.

2024-04-07 17:31:22

According to the China Cement Network Market Data Center news, 25 major manufacturers in Nanjing notice to raise the price of bulk cement 20 yuan/ton, the implementation remains to be observed. The market demand in other regions is general, and the cement market is stable and weak.

2024-03-30 13:06:23

According to the data center of China Cement Market, the market demand in East China is bleak this week, and the cement quotations of enterprises all over the country have declined.

2024-03-22 17:40:09

Raw material prices are falling, concrete prices are stable and falling..

2024-03-22 14:59:16

According to China Cement Network Market Data Center, the market demand in Jiangsu has recovered recently, and some major manufacturers in Yancheng have pushed up the price of cement by 10 yuan/ton since the 14th.

2024-03-15 16:03:55

According to the China Cement Network Market Data Center news, this week, the Yangtze River Delta region is dominated by stable prices, and the decline in cement prices in some areas still exists. Although the Shandong region has pushed up, the implementation is not good enough.

2024-03-08 11:32:59

The price of raw materials has fallen, and the price of concrete in some areas has loosened..

2024-03-08 11:00:55

According to the China Cement Network Market Data Center, after the Lantern Festival, there are more rainy weather in East China, the market demand has not recovered, and cement prices have declined everywhere.

2024-03-01 16:41:16

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

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

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

据中国水泥网行情数据中心消息,18日长三角地区熟料价格普涨20元/吨带动,周内上海、江苏、浙江、安徽等大面积地区水泥价格跟进通知上调20元/吨,具体落实待观察。此外,山东停窑在即,预计24日起或将继续推涨水泥价格30元/吨。

2023-09-22 16:56:59

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

据中国水泥网行情数据中心消息,华东市场需求依旧疲弱,库存相对高位。近日长三角地区熟料价格松动回落10-20元/吨。水泥价格方面,除皖北蚌埠、阜阳、淮南市场推涨20元/吨外,其余地区报价基本平稳运行,其中福建地区水泥价格推涨后,落实情况普遍不理想。

2023-09-08 17:45:35

本周五,全国水泥价格指数(CEMPI)报收108.03点,环比下跌1.55%,同比下跌26.06%。

2023-09-02 13:41:35

据中国水泥网行情数据消息,受重庆方向低价水泥冲击,四川地区水泥价格继续下调30-50元/吨。云南局部市场周内尝试复价上调30-60元/吨,执行情况有待跟进。

2023-09-01 17:57:44

据中国水泥网行情数据中心消息,长三角江浙沪皖等地主要厂家熟料价格普遍上调20元/吨后,周内各省水泥价格暂未有明显变动。福建市场酝酿9月3日推涨30元左右;山东地区停窑推涨30-50元/吨,目前来看多数市场也已出现回落,整体市场价格较推涨前变动不大。

2023-09-01 17:53:26

据中国水泥网行情数据中心消息,24日起安徽沿江地区部分企业率先通知上调熟料价格20元/吨左右,区域主导企业预计稍晚几日跟进。水泥价格方面,华东多地主要企业开始酝酿涨价,江苏、安徽局部市场水泥价格仍有下跌。

2023-08-25 17:53:22

本周五,全国水泥价格指数(CEMPI)报收109.09点,环比下跌0.32%,同比下跌23.5%。

2023-08-19 09:10:56

据中国水泥网行情数据中心消息,华东地区市场需求、销量继续淡季维稳运行,加之多地熟料线企业陆续执行错峰停窑,库存压力得以缓解。水泥价格方面,本周各省水泥成交价格整体大稳小动,局部市场开始酝酿涨价。

2023-08-18 17:41:05

据中国水泥网行情数据中心消息,需求淡季平稳运行,企业出货量维持在5-7成左右,周内华东各地水泥价格基本低位维稳运行,局部地区价格仍有下滑10-20元/吨。

2023-08-11 16:45:28

本周五,全国水泥价格指数(CEMPI)报收109.83点,环比下跌0.86%,同比下跌23.11%。

2023-08-05 09:30:32

据中国水泥网行情数据中心消息,雨水及高温天气影响,市场需求季节性下滑明显,周内华东多地市场水泥价格继续小幅下滑10-20元/吨。

2023-08-04 17:54:30

国内雨水天气影响仍较为普遍,局部出现水灾,下游施工受限,混凝土行情继续走弱。本周全国混凝土价格指数报收130.44点,环比下跌0.62%,同比跌幅为8.31%……

2023-08-04 17:19:52

传统淡季,混凝土需求继续走弱......

2023-08-04 15:24:04

据中国水泥网行情数据中心消息,台风天气影响,本周华东大范围区域普遍雨水较多,整体市场需求继续淡季运行,企业出货受抑制,局部市场价格继续低位下探。

2023-07-28 17:37:29

台风天气影响,混凝土量价双弱......

2023-07-28 15:39:14

据中国水泥网行情数据中心消息,受强降雨天气影响,华东多地市场需求明显下滑,企业出货量受限,库存略有回升。水泥价格方面,由于各地水泥价格已普遍降至相对低位,周内大部分企业基本维持低位弱稳运行,局部市场或有暗降。

2023-07-21 18:14:34

本周五,全国水泥价格指数(CEMPI)报收112.87点,环比下跌2.15%,同比下跌21.1%。

2023-07-15 09:19:02

据中国水泥网行情数据中心消息,高温及雨水等天气影响,终端市场需求表现疲软,企业库存高位承压。为维护市场淡季份额,周内华东长三角多地一些企业水泥价格继续弱势下行10-40元/吨,其中部分袋装降幅较大。

2023-07-14 18:14:21

国内普遍处于高温多雨的淡季状态,下游施工强度偏低,混凝土出货量多有下滑,混凝土价格稳中有降。本周全国混凝土价格指数报收132.11点,环比下跌0.20%,同比跌幅为8.75%……

2023-07-14 17:17:52

After the project is put into operation, it is estimated that the annual clinker production capacity will be 1.24 million tons, the annual business income will be increased by about 400 million yuan, the investment recovery period will be about 8.79 years (including the construction period), and the internal rate of return on investment will be about 11.45%.