[周评]中南:求“止血” 湖南水泥价格逆势上调

2015-07-28 11:40:26

上周,在经历了半年的低迷行情之后,进入七月,湖南不少水泥企业已经亏得只剩“内裤”,为给企业“止血”,当地企业普遍上调水泥价格,但由于市场行情不佳,执行情况有待观察。此外,中南地区水泥整体行情依旧低迷。

  上周,在经历了半年的低迷行情之后,进入七月,湖南不少水泥企业已经亏得只剩“内裤”,为给企业“止血”,当地企业普遍上调水泥价格,但由于市场行情不佳,执行情况有待观察。此外,中南地区水泥整体行情依旧低迷。

水泥价格指数

  广东:据市场反馈,上周全省普有中到大雨,水泥销量继续下滑。为降低库存,配合后期可能的价格上涨,近一月内全省生产线停窑5天左右。

  此外,近期阳江恩平华新水泥挂牌价格大幅度下调,对周边市场稳定产生较大影响。梅州皇马水泥二期100万吨水泥粉磨技改完成周内投产,也对粤东梅州等市场或产生较大压力。

  总体来看,经过前几轮价格调整,广东水泥价格筑底完成。近期珠三角开始密集型投资基础设施,主导已有意对珠三角及粤北高标水泥价格上涨20元/吨,但实际情况变数较多,能否顺利反弹犹未可知。

  广西:近期广西桂林地区时有阵雨,加之农忙影响,区域销量下滑。18日起区域主导企业水泥价格下滑15-25元/吨,本次主要为高标袋装价格跌幅较大。调后大厂主流出厂P.C32.5袋装水泥210元/吨,P.O42.5散装水泥230-260元/吨左右。

  另外,为降低库存,南宁、贵港一带大厂外销熟料走低10元/吨。由于上周全自治区多地中到大雨,出货较差,库存上升,后期局部市场价格仍有继续下跌风险。

  湖南:今年以来,湖南水泥价格跌跌不休,为提升运营质量,22日起湖南中部娄底、邵阳及周边益阳地区水泥企业报价普遍上调。其中娄邵一带大厂普遍上调袋装水泥出厂10-20元/吨,散装水泥出厂30元/吨,中小厂家跟涨5-30元/吨不等。调后目前娄邵一带大厂P.C32.5袋装水泥及P.O42.5散装水泥挂牌出厂报价基本在210-250元/吨。

  熟料方面,部分厂家控制熟料销售,售价大幅回涨至230-260元/吨,其中娄底厂家报价相对略高。

  此外,益阳地区因上半年区域各大水泥企业长期处于亏损状态,区域主要企业针对袋装水泥价格试探性上调20元/吨,调后P.C32.5R袋装水泥主流出厂210-220元/吨,预计散装价格不日跟涨。

  鉴于目前湖南仍多阴雨,出货平平,库存压力不小,实际执行有待观察。

  湖北:近期鄂东天气有所好转,需求略有回升,华新等主要企业纷纷加大拓销力度。为提升销量,近两日亚东、娲石针对团风、新洲、麻城、红安等市场低标水泥价格下调10-15元/吨,调后P.C32.5袋装水泥主流出厂价190-200元/吨,市场到位价240-250元/吨。

  总体来看,近期武汉、黄石、黄冈地区市场起色不大,各厂出货仍不理想,库位偏高运行,主要企业竞争形势仍较激烈,现武汉地区P.O42.5散装水泥主流到位价240-285元/吨。

  河南:7月以来豫北地区新增建设项目不足,市场持续疲软,厂家出货增长缓慢,焦作千业、坚固等部分厂家于上旬陆续下调水泥价格10元/吨左右。另外,郑州市场目前也暂无改观,部分企业面临库满压力。西北一带,三门峡、洛阳地区市场行情亦不乐观。

  近期河南水泥产销量仅往年同期三至五成,行情以低稳运行为主,现三门峡、洛阳两地水泥价格基本与豫北整体价格水平相当。主要厂家主流出厂价P.C32.5袋装水泥170-190元/吨,P.O42.5散装水泥200-220元吨。

  此外,豫南驻马店等局部地区销量略有好转,但整体并不突出,河南整体市场仍是淡季运行。

  海南:上周岛内阵雨天气减少,厂家发货环比有所上升,但整体行仍然以平稳运行为


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Correlation

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2024-05-31 14:07:41

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2024-05-24 16:13:45

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