[周评]中南:需求不足 水泥价格上涨困难重重

2015-09-14 13:42:49

进入9月以后,中南水泥行情已经逐渐迎来传统销售旺季,但是市场需求依旧不够乐观。鉴于上半年的低迷行情,不少企业有意上涨价格,提升经营质量,但需求乏力,价格上涨困难重重。

  进入9月以后,中南水泥行情已经逐渐迎来传统销售旺季,但是市场需求依旧不够乐观。鉴于上半年的低迷行情,不少企业有意上涨价格,提升经营质量,但需求乏力,价格上涨困难重重。

中南水泥价格指数

  广东据中国水泥网行情数据中心消息,自八月六日粤北及珠三角地区水泥价格上涨后,实际落实情况并不理想,多地主导企业水泥价格相继回落,且月初仍在下调。为防止市场价格继续下跌难止,主导企业计划于10日再次对珠三角高标水泥价格推涨20元/吨。就当前情况来看,虽广州、佛山、惠州、深圳、清远、韶关、肇庆等地多有上涨传言,且部分企业涨价态度积极开始通知上调,但整体市场氛围并不理想,多观望为主,实际执行仍待商榷。

  九月佛山、广州地区P.O42.5散装水泥搅拌站到位250-285元/吨,其中现款价低,垫资略高,清远大厂主流外销195-225元/吨。目前整体市场需求并不达预期,社会库存偏高,厂家竞争激烈实际上涨困难。

  广西近期雨水天气较多,市场需求萎靡,库存高压难下。为提升销量,6日起广西南宁地区华润、海螺、红狮等主要品牌高标散装水泥出厂价普遍下调20元/吨,部分厂家暂时观望。调后目前南宁大厂P.O42.5散装主流出厂180-195元/吨左右。

  此外,周边崇左地区扶绥新宁海螺、崇左红狮及防城港上思华润价格同步下调20-30元/吨。其中新宁海螺散装水泥下调20元/吨,对局部市场袋装水泥下调30元/吨;上思华润对地销高标散装水泥及外销崇左各规格水泥大幅下调30元/吨。目前崇左地区P.C32.5袋装水泥及P.O42.5散装水泥出厂160-210元/吨,其中海螺报价相对略高。区域大厂原有涨价计划,但市场需求有限,竞争激烈,价格不涨反降,行业氛围较为低迷。

  湖南近期湖南地区天气晴好,部分地区需求有所回升。继30日起岳阳主要企业临湘海螺、岳阳南方等相继上调各规格水泥20元/吨后。月初1日起区域石门海螺、临澧冀东、南方等主要厂家再次普遍上调各规格水泥出厂10元/吨。其中临澧冀东等个别厂家熟料同步上调15元/吨,调后区域大厂主流出厂P.C32.5袋装水泥225-235元/吨;P.O42.5散装水泥210-240元/吨,熟料210-225元/吨。

  上周湖南其余地区行情暂无波动,但临近传统旺季,主要企业已在酝酿再次大范围涨价计划。

  湖北九月湖北市场行情平稳为主,由于需求恢复缓慢,库存偏高,近期尤其鄂东地区继续停窑限产。其中尖峰、娲石近期都停窑十天左右,世纪新峰8月每条窑停5一7天,9月份各厂将继续旺季限产,继续缓解库位压力,从而推进价格的止跌回升。

  河南近期郑州、平顶山、新乡、焦作、三门峡开始着力整治环保问题,尤其为配合大阅兵,郑州等地政府强制要求停3天,停产期间水泥价格没有回升,基本稳定在一定范围,P.O42.5散装水泥主流出厂在190-210元/吨。阅兵结束后,工地开工工厂陆续复工,但环保影响仍在持续,且豫西以低价冲击豫南及东面区域市场,水泥市场仍需减产运行。

  海南九月天气较好,高温有所缓解,出货环比小幅回升,市场水泥价格大稳小动。

  相关产业信息:

  1-8月全国固定资产投资增长10.9%

  2015年1-8月份,全国固定资产投资(不含农户)338977亿元,同比名义增长10.9%,增速比1-7月份回落0.3个百分点。从环比速度看,8月份固定资产投资(不含农户)增长0.73%。

  前8个月水泥产量累计为15亿吨 下降5%

  2015年?8月份,全国水泥产量为21499万吨,同比下降4.2%;?1-8月水泥产量为?150548万吨,同比下降5%。

  国企改革吹风会今举行 10条干货看懂改革重点

  国务院新闻办公室定于今日上午10时举行吹风会,请国务院国有资产监督管理委员会副主任张喜武、发展改革委副主任连维良、财政部部长助理许宏才、工业和信息化部副部长辛国斌、人力资源社会保障部副部长张义珍介绍《关于深化国有企业改革的指导意见》有关情况。

  李克强:要用“互联网+”促进工业升级

  在出席夏季达沃斯论坛期间,中共中央政治局常委、国务院总理李克强在辽宁省委书记李希、省长陈求发陪同下在大连围绕产业升级、创业创新进行考察。

  8月数据显示经济下行压力仍存

  昨日,国家统计局发布2015年8月份全国居民消费价格指数(CPI)和工业生产者出厂价格指数(PPI)数据显示,8月CPI环比上涨0.5%,同比上涨2.0%;PPI环比下降0.8%,同比下降5.9%。

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Correlation

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