[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


  相关产业信息:

  上半年中国经济的十大亮点

  国家统计局日前公布了多项2015上半年宏观经济数据。数据显示,二季度主要指标增速企稳向好,国民经济出现积极变化,经济发展活力动力增强。人民财经梳理发现,在国内生产总值(GDP)增长7%背后,呈现出至少十个方面的亮点。

  发改委继续批准更多大型基建项目 万亿基建投资加码

  基建投资依旧是政府稳增长的首选工具,也是支撑全国固定资产投资增速的关键。自2014年四季度基建项目大幅增加之后,发改委在经济增长疲弱的形势下继续批准更多大型基建项目,为稳增长铺下了基石。

  朱光耀:2020年人均GDP将达1万美元

  7月25日,在网易举办的2015经济学家年会夏季论坛上,财政部副部长朱光耀称,2015年全年中国能实现7%左右的经济增长率;到2020年中国的国民生产总值将达到100万亿人民币的规模,人均GDP将达到一万美元。

  上半年中国铁路固定资产投资同比增长12.7%

  记者23日从中国铁路总公司获悉,上半年中国铁路建设加快推进。今年1至6月份,国家铁路完成固定资产投资2651.3亿元,同比增长12.7%。

  工信部:推进“互联网+”基础建设

  工业和信息化部新闻发言人、总工程师张峰说,工信部将在智能制造、创业创新、信息基础设施支撑、电子信息产业支撑和体系建设五方面推进“互联网+”战略行动,具体包括完善“创客中国”公共服务平台、加大5G研发等措施。


All can be viewed after purchase
Correlation

Driven by the rising price of raw materials, the price of concrete in central and southern China has risen slightly..

2024-11-08 15:49:01

Cement prices in central and southern China are generally rising, and concrete prices may rise..

2024-11-01 15:49:36

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

Prices of raw materials in central and southern China continue to rise, and the concrete market has not yet fluctuated significantly..

2024-10-25 15:28:18

Raw material prices continued to rise, and concrete prices in the central and southern markets were mixed..

2024-10-18 17:14:14

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

Raw material prices pushed up, and concrete prices in the central and southern markets were mixed..

2024-10-12 15:45:27

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

Market demand has not improved, and concrete prices in some parts of central and southern China have declined slightly..

2024-09-27 16:04:01

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

The price of raw materials has been pushed up, and the price of concrete in the central and southern markets has been temporarily stable.

2024-09-20 16:36:23

The price of raw materials has been pushed up one after another, and the price of concrete in the central and southern markets may rise slightly..

2024-09-14 14:43:45

The price of raw materials is declining, and the price of concrete in the central and southern markets is running steadily and weakly.

2024-09-06 15:58:01

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

2024-08-30 16:41:14

Affected by the price of raw materials, the price of concrete in the central and southern markets is mixed..

2024-08-23 15:33:03

Driven by the rising price of raw materials, the price of concrete in the central and southern markets is stable and small..

2024-08-16 17:03:31

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

High temperature off-season, the price of concrete in the central and southern market is mainly weak and stable..

2024-08-09 16:05:25

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

High temperature off-season, the price of concrete in the central and southern market is mainly weak and stable..

2024-08-02 16:44:53

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

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

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

The market demand is not good, and the price of concrete is stable and falling.

2024-07-19 14:44:42

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

The market demand is insufficient, and the price of concrete is mainly weak and stable.

2024-07-12 15:31:00

According to the data center of China Cement Market, the price of cement in Guangdong and Guangxi markets has been stable after rising in the week. At present, the overall price of the two lakes region is mainly stable, and there is a decline in some areas.

2024-07-05 17:16:30

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

Demand is weak, concrete market is stable and falling..

2024-06-28 16:46:54

According to the cement network market data center news, this week, cement prices in Guangxi have stabilized after rising, and the actual implementation range in Guangdong and Hainan has narrowed.

2024-06-21 16:03:50

According to China Cement Network Market Data Center, driven by factors such as kiln shutdown and the implementation of the new national standard, the price of cement in Guangxi Province has risen by 30 yuan/ton, and the implementation remains to be observed. The Guangdong market is tepid, and the quotation is temporarily stable. After the market of the two lakes rose, the implementation was not good.

2024-06-07 16:54:49

Demand is poor, concrete prices are stable and falling..

2024-06-07 14:16:56

According to the market data of China Cement Network, the market demand is low, the overall market price is temporarily stable after falling, and there may be a price increase expectation in June. Many places in the two lakes notified the price increase.

2024-05-31 16:12:40

Demand and sales are weak, and concrete prices are mainly weak and stable.

2024-05-31 14:07:41

Raw materials are mixed, demand is poor, concrete prices are weak..

2024-05-24 16:13:45

China Cement Network Market Data Center news, driven by raw materials in East China, Jiangsu, Zhejiang, Shanghai, Anhui and other places in the week notified an increase in cement prices of about 10-50 yuan/ton.

2024-05-24 15:36:57

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

China Cement Network Market Data Center News, the recent rise in raw material prices in central and southern China, the rise in cement production costs, the local market in Guangdong and Guangxi cement prices increased by 15 yuan/ton, the implementation remains to be observed. Prices in the two lakes, Henan and other markets fluctuated little during the week.

2024-05-17 17:17:38

The market demand is not good, and the price of concrete in some areas is loose and declining.

2024-05-17 16:23:51

The market demand is not good, and the price of concrete in some areas is loose and declining.

2024-05-11 16:26:46

According to China Cement Market Data Center, cement prices in central and southern China were mixed this week, with cement prices in Hainan and parts of Guangxi rising by about 10-30 yuan/ton, while other market prices fell.

2024-04-28 10:03:06

Demand and sales are poor, concrete prices are weak..

2024-04-19 16:58:23

According to the data center of China Cement Market, or driven by the rising prices in the peripheral market, the price of cement in some areas of the two lakes has been raised by 30 yuan/ton since the middle of the year, and the implementation remains to be observed. The price of bulk cement of some enterprises in the Pearl River Delta of Guangdong has been slightly reduced by about 20 yuan/ton, while the quotation of other enterprises in the same industry is temporarily stable.

2024-04-19 16:32:07

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

Affected by the weather, the demand is not good, and the price of concrete has declined.

2024-04-12 15:49:51

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