[周评]中南:终见止跌 广东水泥价格全行业上调

2015-08-10 13:51:09

上周,中南地区水泥行情出现较大的地域差异,广东水泥价格经过年后长时间的低迷之后,终于迎来一次全行业上涨,而广西、河南等地行情却依旧堪忧,水泥价格小幅下调。

  上周,中南地区水泥行情出现较大的地域差异,广东水泥价格经过年后长时间的低迷之后,终于迎来一次全行业上涨,而广西、河南等地行情却依旧堪忧,水泥价格小幅下调。

中南水泥价格指数

  广东:据市场反馈,开年以来,广东水泥市场价格不断走低,区域水泥厂家利润受到大幅压缩。近期随着天气好转,需求缓慢回暖,在区域停窑限产影响下价格迎来止跌上涨。

  8月6日零时起或八时起广东地区华润、海螺、塔牌等各大厂家对珠三角东莞、深圳、 广州、 佛山、 肇庆、 惠州、 中山、 珠海、 江门、 汕尾等市场32.5(R)级水泥出厂上调20元/吨;对42.5(R)及以上规格散装水泥上调30元/吨,其袋装水泥上调20元/吨,部分厂家熟料同步上调20元/吨。近期广东珠三角地区密集型投资基础设施,现多条高速项目开始招标启动,需求方面有所回暖,厂家涨价积极性再次被激发。

  此外,粤西一带,由于水泥市场需求不足,加之受外来海螺、华润、中材等低价水泥进入影响,行情不佳。为稳定自身份额,茂名地产水泥价格变相走低5-10元/吨。

  广西:受前期农忙和阴雨天气影响,广西崇左地区水泥市场需求较低迷。为充分发挥产能,崇左南方P.O42.5散装水泥价格大幅走低。目前其P.O42.5散装水泥对崇左搅拌站出厂结算180-190元/吨,外销南宁160元/吨左右。红狮水泥已对外报价,主流出厂P.C32.5袋装水泥及P.O42.5散装水泥出厂170-180元/吨,经销商拿货略低。相比之下,海螺价格相对偏高,P.O42.5散装水泥挂牌出厂230元/吨左右。熟料方面,红狮、南方出厂140-160元/吨,海螺160-180元/吨左右。

  另外,周边南宁地区近期虽天气晴好,但多数大厂出货仅在常态6-7成,华润等部分厂家安排停窑检修。八月南宁地区大厂报价走稳,现P.C32.5袋装水泥及P.O42.5散装水泥主流地销出厂190-220元/吨,熟料160-180元/吨。省内其余地区价格大致平稳,八月广西相对处淡季,后期价格低位运行,起伏不大。

  湖南:近期天气好转,市场需求有所恢复。自7月30日 湖南岳阳地区临湘海螺、岳阳华新低标袋装水泥价格上调后,31日岳阳南方同幅跟涨20元/吨,其余规格暂稳。目前岳阳地区大厂主流出厂P.C32.5袋装水泥245-265元/吨,P.O42.5散装水泥225-245元/吨。

  此外,受周边价格上调影响,1-3日长株潭一带部分厂家报价出现上调,其中浏阳南方上调 P.C32.5散装水泥10元/吨,P.O42.5袋装水泥20元/吨,P.O42.5散装水泥上调30元/吨;湘潭中材、株洲中材上调熟料、P.O42.5散装水泥30元/吨,区域韶峰南方暂稳。此番上调对岳阳平江、汨罗等区域同步进行。

  目前来看长株潭地区,株洲、湘潭厂家报价已出现上调,但长沙地区行情不佳,虽有个别报价上涨,但无调整消息。目前长沙地区主流出厂P.C32.5袋装水泥220-230元/吨,P.O42.5散装水泥235-245元/吨。

  湖北:受30-31日湖南岳阳低标水泥价格上调影响,31日相邻湖北咸宁地区嘉鱼葛洲坝、赤壁华东、崇阳慧安等主要厂家对销赤壁、嘉鱼、通城、洪湖、崇阳及湖南岳阳等交叉市场低标袋装水泥价格同步上调20元/吨,其余规格暂稳。目前咸宁地区水泥主流出厂执行价P.C32.5袋装水泥230-240元/吨,P.O42.5散装水泥250-270元/吨,挂牌高20-30元/吨。

  此外,鄂东武汉、鄂州等地厂家原计划在7月25-26日上调袋装水泥20元/吨,8月初上调散装水泥,但目前来看实际执行迟缓,或不能实际上调。目前鄂州地区大厂主流出厂P.C32.5袋装水泥215元/吨,P.O42.5散装水泥190元/吨左右。由于高温天气来袭,需求上涨缓慢,目前鄂东整体库存依旧偏高。

  河南:八月省内整体行情运行仍不佳,主要企业汝阳中联、济源中联库满停窑,多地企业意图低价挽留客户,少数亏本厂家也被迫停机。受此影响,周内郑州地区水泥价格继续走低10元/吨,目前区域水泥主流出厂价P.C32.5袋装水泥200-230元/吨,P.O42.5散装水泥210-220元/吨,周边禹州地区出厂略低10-15元/吨,尤其低标袋装水泥出厂基本在180-190元/吨。

  海南:上周,岛内天气晴好,企业出货平稳,需求方面八月环比变化大不,当前行情平稳运行。

  相关产业信息:

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  2015年固定资产投资增速有望达12%

  国家信息中心10日发布的报告预计,全年固定资产投资增速有望达到12%左右,依旧延续制造业和房地产开发投资低增速、基础设施投资高增速的格局。

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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

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

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

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

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

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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

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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

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

2024-05-24 16:13:45

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

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

Demand falls short of expectations, concrete prices are unable to support..

2024-04-07 14:54:00

According to the data center of China Cement Market, the demand in many places is general, the price continues to decline, and the price push has little effect.

2024-03-30 00:48:34

According to the China Cement Network Market Data Center, the external quotations of enterprises in Henan have basically returned to the level before the March rise. The inventory pressure of enterprises in the two lakes region has been reduced. As a whole, the market demand in Guangdong and Guangxi is gradually recovering, and the price of cement is basically stable.

2024-03-22 16:48:41

The market is gradually recovering, and the price of concrete is stable and small..

2024-03-22 14:40:36

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2024-03-15 14:56:23

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