[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:

  “十二五”交通运输业完成投资将达十三万亿元

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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。

  地方投资赶时下半年 重点投向基建领域

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Correlation

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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

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2024-05-11 16:26:46

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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.

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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.

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2024-04-07 21:18:28

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

2024-04-07 14:54:00

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