[水泥指数]:稳中有进 华东渐显“升机”

2015-09-07 13:16:02

上周,华东市场逐步迈入传统旺季,部分省份价格或稳或涨,仅福建继续走跌,整体呈现积极走势,中南地区涨跌不一,两湖以涨为主,两广微幅回调,华东受阅兵影响市场几近停滞,全国其余地区变动不大,市场稳中有进。

  上周日,中国水泥价格指数(CEMPI)为81.34点,环比下跌0.14%,周环比跌幅为近19周以来最底,环比跌幅已经连续两周呈缩窄走势,较上期缩窄0.12个百分点。周内华东市场逐步迈入传统旺季,部分省份价格或稳或涨,仅福建继续走跌,整体呈现积极走势,中南地区涨跌不一,两湖以涨为主,两广微幅回调,华东受阅兵影响市场几近停滞,全国其余地区变动不大,市场稳中有进。上周,长江流域水泥价格指数为74.13,环比上涨0.31%,是今年以来首次出现上涨,虽然短期涨幅不大,但对后期走势发出积极信号。随着长江流域水泥旺季的到来,企业涨价跃跃欲试,预计会出现一波反弹。

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、西北水泥价格指数环比下跌0.33%和0.37%,华东水泥价格指数环比下跌0.15%,下跌幅度较上期缩窄0.33个百分点,西南地区微幅下跌0.04%,而中南水泥价格指数呈现上涨,环比小幅上涨0.07%,东北地区水泥价格指数跌后走稳,环比持平。与去年同期相比,华东同比下跌21.53%,华北同比下跌18.81%,跌幅略有缩窄,西南、中南、东北同比跌幅在14%~17%不等,西北同比跌幅最小,为4.42%,同比跌幅继续呈现逐周缩窄走势。

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,东北地区降雨天气较多,市场维持疲软,进入九月份需求并未有明显改善,上周各省价格以平稳为主。

  华北地区受大阅兵影响,京津冀、山西地区工程短期停工,企业停产,交通限行,市场需求几近停滞,除河北石家庄、唐山个别品牌价格下调外,各省水泥价格基本以稳为主,随着阅兵的结束,企业生产将恢复正常,不过市场反馈,对价格提升的预期不大。

  华东地区逐渐步入传统旺季,上周江西、江苏、安徽价格出现上涨,虽然涨幅较小但对市场就有积极影响,尤其江西,连续两周的上涨使得全省各地价格几乎全线上扬,而皖北及沿江局部市场也有零星上涨10元/吨,苏南继熟料价格上调后,南京、镇江主导企业水泥报价率先调涨10~20元/吨,上海、山东、浙江价格持平,浙、沪企业涨价意愿较强,推涨可期,而福建价格依然没有改观,福州价格意外下滑5~10元/吨,调涨计划落空,受需求及高库存影响,省内行情表现较差。

  中南地区湖南省继8月份上涨后,上周常德、岳阳两地价格再次调涨,其余地区价格涨后走稳;湖北鄂东市场受主导企业推涨,低标价格上涨20元/吨,咸宁受湖南带动局部市场上调;广东粤北及珠三角继八月初普涨后,上周水泥价格略有回落,区域竞争激烈,广西自6日起南宁、崇左、防城港等市场主要企业价格大幅回落,尤其42.5散装水泥价格下滑20~30元/吨,河南价格低位徘徊,上周暂无变动,海南市场报价平稳。

  西南地区四川广安部分品牌价格下滑10~15元/吨,其余暂稳,云贵渝藏市场表现一般,行情无明显变动,价格走稳为主。

  西北地区陕西西安、宝鸡等地水泥价格有所回落,甘肃局部市场工程需求上涨,部分袋装价格上涨,其余省份价格大稳小动,青海、宁夏、新疆需求欠佳,短期价格以低稳为主。

  上周,全国共有5个省份的水泥价格出现上涨,其中江西环比上涨1.09%,湖南、江苏分别环比上涨0.66%和0.37%,安徽、湖北环比均上涨0.11%;价格出现下跌的省份有6个,较上期大幅减少,期中福建领跌,环比下跌1.38%,广西、陕西环比分别下挫0.7%和0.5%,河北、广东、四川环比跌幅在0.3%左右,其余省份价格持平。

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,江西继上期全省普涨后,滞涨的九江一带水泥企业在上周跟涨,海螺、三环、洋房等品牌价格上涨幅度在10~30元/吨,其余地区价格涨后走稳;湖南水泥价格再度上调,岳阳、常德水泥熟料价格涨幅达10~20元/吨,自8月以来两地价格出现明显上涨;福建福州市场水泥价格意外回落,先前涨价计划未能如愿,台泥、金牛等均下跌5~10元/吨,三明及龙岩部分品牌价格也有下滑;广西8月底桂西南有涨价传闻,但自6月南宁、、崇左、防城港等地华润、红狮主要厂家价格下滑15~30元/吨不等,价格下滑主要是由于市场需求萎靡。

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

All can be viewed after purchase
Correlation

According to the China Cement Network Market Data Center, prices in the Pearl River Delta and western Guangdong markets in central and southern China have loosened and declined, while prices in Guangxi remain stable. Cement prices in many places in Hunan have risen again, and prices in Hubei are mainly stable.

2024-12-20 17:55:11

According to the information from China Cement Market Data Center, the price in Chongqing and Northeast Chongqing in the southwest region has risen by 30 yuan/ton, and the implementation remains to be observed; the price in Changdu, the Xizang, has risen by 50 yuan/ton, and the implementation remains to be observed; Sichuan and Yunnan maintain stable operation.

2024-11-15 17:34:42

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

Near the end of the year, the domestic concrete market demand continued to weaken, the cost support declined compared with the previous period, and the price of concrete in many places declined steadily. From December 19 to December 25, the national concrete price index closed at 111.39 points, down 0.80% annually and 10.97% year-on-year.