[水泥指数]:行情有所分化 中西南部价格上涨

2015-08-10 14:13:42

上周,广东、湖南、贵州等中西南部部分市场价格出现上涨,广东珠三角市场价格自6日起全面上调,由于天气的好转,需求出现一定程度的回升,企业调涨意愿较强,而华东、华北、东北水泥市场价格或稳或降,山东等地库存继续走高,多地价格出现下调,江浙皖闽及东北、西北一带多有降雨,企业出货环比减少,而高温天气继续影响工程施工,需求总体延续弱势。

  上周五,中国水泥价格指数(CEMPI)为82.37点,环比下跌1%。周内,广东、湖南、贵州等中西南部部分市场价格出现上涨,广东珠三角市场价格自6日起全面上调,由于天气的好转,需求出现一定程度的回升,企业调涨意愿较强,而华东、华北、东北水泥市场价格或稳或降,山东等地库存继续走高,多地价格出现下调,江浙皖闽及东北、西北一带多有降雨,企业出货环比减少,而高温天气继续影响工程施工,需求总体延续弱势。与去年同期相比,全国水泥价格同比下跌18.12%,连续五个月同比跌幅维持在18%上下震荡。上周,长江流域水泥价格指数为74.7点,环比下跌0.89%,同比下跌21.61%,自今年3月下旬以来,同比跌幅首次缩窄到22%以下,显示长江流域下跌动力的衰竭。

图1:中国水泥价格指数走势图

数据来源:中国水泥网,中国水泥网指数中心

  分区域来看,上周,华北、西北地区水泥价格指数领跌,环比分别下跌4.03%和1.04%,华东、东北地区水泥价格指数环比小幅走跌,分别下跌0.82%和0.39%,而西南、中南两地水泥价格指数呈现止跌上涨走势。与去年同期相比,华东同比下跌22.24%,华北、西南同比双双下跌18.13%和17.18%,中南、东北同比也下跌了15.67%和14.98%,西北地区水泥价格同比跌幅最小,为7.47%,但较上期有所扩大。

表1:上周六大区域水泥价格指数变化情况

数据来源:中国水泥网,中国水泥网指数中心

  上周,根据中国水泥网行情数据中心反馈,东北地区雷雨天气再度来袭,水泥需求出现回落,企业出货受到影响,辽宁、吉林两省水泥企业报价维稳,黑龙江局部市场价格小幅下调,总体尚稳。

  华北地区京津冀为迎接大阅兵,北京及周边水泥企业将于8月20~9月4日停产,天津及河北部分施工及运输会受到限制,生产或有暂停可能。上周,北京需求下滑,金隅、冀东下调报价,河北唐山、邢台、石家庄、邯郸等地水泥价格也有零星下调,天津价格暂稳。山西、内蒙古市场需求偏弱,山西运城、阳泉、晋城、大同、运城等地部分品牌水泥价格下调10元/吨,内蒙古水泥报价低位暂稳。

  华东地区山东省市场低迷,库存压力增加,济宁、淄博、日照、德州等多地水泥价格出现下滑,幅度在5~25元/吨不等,济宁大厂P.O42.5散装价格低至180元/吨;上海高温天气影响,需求不佳,3日起价格继续Udine,海螺、南方等陆续下调10~15元/吨左右,外来水泥到位价格普遍在195~210元/吨,竞争企业,垫资、低价情况较多;江苏淮安雨水较多,需求恢复缓慢,1日起主要厂家下调各规格水泥10元/吨,南京需求也未有增长,价格零星走低5~10元/吨,周边镇江个别厂家低至160元/吨,常州、连云港、南通等地也有个别价格回落;浙江高温及降雨双重影响,水泥需求环比小幅下滑,除台州极个别厂家报价走低外,总体价格维持平稳,市场反馈部分企业有调涨意向;安徽市场大稳小动,皖北普遍雷雨天气,企业出货下滑,皖南天气略小,沿江企业库存维持在5~7成左右,部分企业有调涨熟料价格意愿;福建、江西散装水泥报价暂稳,福州、宁德受降雨影响,需求有所下滑,江西天气尚可,部分企业发货恢复至8~9成,赣东北上饶、鹰潭、景德镇袋装价格有所回升,赣州熟料调涨20元/吨,由于需求回升,价格或出现进一步上涨。

  中南地区广东省受基建投资拉动,需求有所好转,自6日起珠三角及周边市场水泥价格普遍上调,大厂调涨32.5级袋装水泥20元/吨,调涨散装高标水泥30元/吨,部分企业熟料价格同步上调20元/吨,而粤西一带因周边低价水泥冲击加之农忙雨水影响,茂名水泥价格小幅走低5~10元/吨;湖南市场天气转好,需求恢复,继前期部分地区价格上调后,1-3日长株潭部分厂家报价跟调,株洲还同步上调了熟料、高标散装水泥价格30元/吨;湖北鄂东一带厂家传有调涨意向,实际并未上调,而荆州、十堰市场水泥价格出现20~30元/吨的下调,受高温天气影响,需求不佳,整体库存仍高;河南市场行情不佳,主要企业有库满停窑情况,少数亏损企业也被迫停窑,郑州市场价格继续走低10元/吨;广西崇左需求低迷,企业大幅下调袋装价格,周边南宁天气较好,然而出货并不理想,市场处于淡季,价格总体平稳运行为主;海南天气晴好,企业平稳出货,报价暂稳。

  西南地区贵州天气较好,水泥需求回升,1-2日遵义主导企业普遍上调水泥价格10元/吨,由于区域多数厂家库存水平较低,7-8日价格继续上调,而黔南及黔东南一带袋装价格也有15元/吨的上调,周边贵阳因雨水影响,价格暂稳;重庆受四川袋装价格上涨带动,5日起合川地区主要厂家各规格袋装价格上涨10元/吨,个别品牌散装价格也有上调;云南普遍降雨,需求下滑,价格上涨缺乏动力以稳为主;四川7月下旬袋装价格上行后,上周价格走稳,成都一带需求趋好,短期价格或有上涨;西藏市场受降雨影响,需求微幅下滑,价格保持平稳。

  西北地区甘肃普遍降雨,平凉一带前期调涨后上周走稳,兰州受需求不足及新增产能影响,价格低位徘徊,个别品牌价格出现走低,目前部分粉磨厂保持关停状态;陕西7月下旬关中价格上涨后,企业销售并不理想,部分厂家实际价格并未上涨,榆林、宝鸡部分品牌价格下调5~10元/吨,陕南受阴雨影响,企业销量小幅走低;青海东部市场降雨影响,销量下滑,海东地区价格小幅走低5元/吨,市场竞争加剧,价格或进一步走低;新疆、宁夏市场价格暂稳,宁夏阴雨较多,水泥价格维持在200元/吨左右,新疆需求萎缩,部分厂家亏损经营,市场反馈8月份企业为改善经营情况价格或有所上调。

  上周,全国共有5个省份的水泥价格出现上涨,其中广东、湖南环比上涨1.96%和0.95%,贵州、江西、重庆环比分别上涨0.74%、0.4%和0.23%;价格出现下跌的省份有17个,数量与上期持平,其中北京、山东领跌,环比下跌3.85%和2.1%,山西、上海、湖北环比跌幅超过1%,分别为1.35%、1.26%和1.16%,其余价格下跌省份环比跌幅不足0.8%。

图2:全国31省市上周P.O42.5散装水泥价格环比涨跌幅度(%)

数据来源:中国水泥网,中国水泥研究院

  从价格出现变动的主要省份具体情况上看,广东省8月6日开始华润、海螺、塔牌等各大厂家对肇庆、佛山、惠州、深圳、东莞、广州、珠海地区42.5散装水泥上调30元/吨,袋装价格上调20元/吨,部分熟料也上涨了20元/吨,本次上涨一方面是天气好转,需求回升,另一方面因区域停窑限产,供需关系有所缓和,企业调涨积极性较高,市场反馈,成交价实际上涨10~20元/吨;湖南省7月底岳阳主要品牌袋装价格上调后对周边市场产生影响,长株潭部分企业上周袋装价格上调,株洲市场熟料、散装水泥价格也上浮了30元/吨;北京市金隅、盾石水泥销量较前期略有下滑,维持在日销1~1.5万吨左右,水泥报价大幅下调40元/吨,原本虚高的价格得到一定的纠正,目前北京P.O42.5散装水泥主流价格为290-310元/吨左右;山东市场需求低迷,部分企业开窑后区域库存压力增大,淄博、济南、济宁、德州等地山水、中联、海螺等品牌水泥价格均有10~20元/吨不等的下跌。

表2:价格出现变动的主要省份及品牌情况

数据来源:中国水泥网,中国水泥网行情数据中心

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Correlation

According to the data center of China Cement Market, the overall market demand in Northwest China has declined, some kilns have been shut down, and most prices are stable. For example, the cement market demand in Gansu is weak at present, especially in Lanzhou and its surrounding areas, the inventory of some manufacturers is not high.

2024-11-08 17:27:44

According to the information from China Cement Market Data Center, the price of cement in Chongqing in the southwest region is pushed up by 50-100 yuan/ton, and the implementation is to be observed; the price in Zhaotong in Yunnan is pushed up by 50 yuan/ton, and the implementation is to be observed; the price in Nanchong, Guang'an and Suining in Sichuan is pushed up by 50 yuan/ton, and the price in Yibin and Luzhou is partially dropped.

2024-11-08 17:19:35

According to the information from China Cement Market Data Center, the price of cement in many places in Yunnan in southwest China has risen by 100 yuan/ton, and the implementation remains to be observed; Liangshan and Panzhihua in Sichuan have also begun to push up by 50 yuan/ton. In Guizhou, some major manufacturers in Qiannan, Qianxinan, Zunyi, Tongren and other regions have recently raised the cement price by 10-40 yuan/ton, while the quotation in other regions has been stable for the time being.

2024-11-01 17:32:29

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

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

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

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

According to China Cement Network Market Data Center, the market demand in southwest Sichuan and Chongqing continued to be weak, cement prices in some regions fell by 10-20 yuan/ton, and Yunnan-Guizhou region was mixed. The market demand continued to be weak due to the high temperature off-season in Sichuan and Chongqing, and some enterprises in Sichuan lowered the cement price to increase the shipment volume, while the original plan to raise the price in Chengdu was not implemented. The demand for cement in Chongqing is declining and the price is stable. Rainy weather in Yunnan is frequent, market demand is low, and prices in some areas have fallen after pushing up. Cement prices in Guizhou are generally stable.

2024-08-09 17:19:44

According to China Cement Market Data Center, the demand and sales in southwest China are sluggish, cement prices in Sichuan and Chongqing continue to fall, and some regions have fallen back to the level before the price increase in June. Some markets in the surrounding Yunnan-Guizhou region are still pushing up in the week, and the implementation remains to be observed.

2024-08-02 17:25:15

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

According to the data center of China Cement Market, the supply of cement market in Northeast China has eased, the shutdown of kilns in Liaoning has been extended, and the price is stable.

2024-07-19 17:24:20

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

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

According to the data center of China Cement Network, the cost of cement production has risen, and the price of cement in Dali and Lijiang areas of Yunnan has risen again by 30 yuan/ton. The market demand in Sichuan and Chongqing is weak, and local cement prices have fallen.

2024-06-28 17:06:31

According to the China Cement Network Market Data Center, the price of cement in some markets in Sichuan and Chongqing has been raised by 50-130 yuan/ton, which is a large increase, and the actual implementation remains to be observed.

2024-06-14 20:06:50

According to the data center of China Cement Market, the high temperature weather continues, the demand is flat, and the price has stabilized in many places.

2024-06-14 19:37:39

According to the data center of China Cement Network, some areas in central and southern Hebei in North China have once again pushed up the price of cement by 30-50 yuan/ton and the price of clinker by 20 yuan/ton. The overall market demand is insufficient, and the implementation remains to be observed.

2024-06-14 17:45:01

According to China Cement Market Data Center, this week, the current round of kiln shutdown in Northeast China is coming to an end. Since April, leading enterprises have repeatedly pushed up prices, making cement prices in the region currently at the leading level in the country.

2024-06-14 17:27:12

This week, the Beijing-Tianjin-Hebei region continued its efforts to push up the price of cement. At present, only the price increase in Shijiazhuang is well implemented.

2024-05-17 17:41:26

China Cement Network Market Data Center News, Northeast China stopped kilns to boost the implementation of price increases, 13-17 leading enterprises in Northeast China have notified to promote cement price increases of 30-50 yuan/ton again, the actual implementation range is about 30 yuan/ton.

2024-05-17 17:32:33

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

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

The market is stable, Henan fell more than 5%; "2023 Top 100 List of China's Cement Clinker Production Capacity" was released; the Ministry of Industry and Information Technology announced 27 industry standards related to cement, sand and concrete!

2024-01-02 15:02:03

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

据中国水泥网行情数据中心消息,本周湖南、湖北地区部分市场水泥价格推涨20-30元/吨不等,河南地区水泥价格回落20元/吨左右,两广整体行情相对平稳。

2023-11-24 17:45:05

据中国水泥网行情数据中心消息,云南地区水泥企业用电负荷减少,库位有所下降,本周省内多数地区企业通知上调水泥价格30-50元/吨。重庆地区市场需求销量不足,主导企业陆续对主城市场下调水泥价格10-30元/吨不等。

2023-11-24 17:25:32

本周五,全国水泥价格指数(CEMPI)报收110.82点,环比上涨0.25%,同比下跌28.09%。

2023-11-12 12:39:47

本周五,全国水泥价格指数(CEMPI)报收106.18点,环比上涨0.15%,同比下跌30.71%……

2023-10-13 18:38:53

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

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

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

8月25日,全国玻璃价格指数报收138.75,环比下降0.56%,价格指数同比上涨18.82%。

2023-08-29 16:36:58

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

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

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

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

7月7日,全国玻璃价格指数报收127.27点,环比下跌1.76%……

2023-07-10 15:05:39

本周五,全国水泥价格指数(CEMPI)报收115.35点,环比下跌1.92%,同比下跌19.71%。

2023-07-07 18:24:55

南方受到雨热天气影响,市场处于淡季状态,混凝土需求多有下滑,混凝土价格以跌为主。本周全国混凝土价格指数报收132.71点,环比下跌0.92%,同比跌幅为9.52%……

2023-06-30 17:13:43

近期市场进入传统淡季,整体需求量弱势下滑,加之原材料支撑不足,混凝土价格稳中有跌。本周全国混凝土价格指数报收135.43点,环比下跌0.12%,同比跌幅为8.50%……

2023-06-16 16:46:24

近期国内部分项目进入收尾阶段,新增项目跟进乏力,混凝土需求呈现下滑趋势,加之成本持续回落,企业报价仍然以跌为主。本周全国混凝土价格指数报收136.22点,环比下跌0.73%,同比跌幅为8.22%……

2023-06-02 16:40:14

本周北方局部需求略有增加,但整体仍处于偏低水平,而南方市场雨水偏多,混凝土需求稳中有降,市场价格以跌为主,本周全国混凝土价格指数报收137.22点,环比下跌0.36%,同比跌幅为7.86%……

2023-05-26 17:12:09

近期下游局部施工活动强度略有走弱,国内混凝土需求弱势运行,混凝土价格变动以跌为主。本周全国混凝土价格指数报收137.71点,环比下跌0.24%,同比跌幅为7.64%……

2023-05-19 16:49:59

本周北方市场需求略有好转,但由于南方多地受雨水天气影响,整体需求弱势运行,混凝土报价多有下调。本周全国混凝土价格指数报收138.73点,环比下跌0.50%,同比跌幅为7.49%……

2023-05-12 15:12:09

据中国水泥网行情数据中心消息,辽宁地区本地市场需求有所好转,但由于华东沿海市场水泥熟料价格下滑,价格竞争力不足,水泥船运南下受阻。黑龙江、吉林地区市场启动情况略好,厂家陆续启动生产,局部地区受天气影响,水泥行情略有回落。水泥价格方面,周内东北地区价格大稳小动。

2023-04-28 16:17:09

据中国水泥网行情数据中心消息,陕西关中地区多数工程开工情况较好,新疆伊犁、阿克苏地区一些企业成交价格松动下滑20元/吨左右。甘肃、宁夏、青海地区市场需求回升缓慢,水泥价格弱稳运行。

2023-04-28 15:48:43