[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

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

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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..

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2024-10-12 17:23:19

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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.

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2024-09-27 16:04:01

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2024-09-14 14:43:45

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2024-08-30 16:41:14

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2024-08-23 15:33:03

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

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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

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2024-08-02 16:44:53

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2024-08-02 16:30:32

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2024-07-26 15:35:59

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2024-07-26 15:29:35

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2024-07-19 17:14:59

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2024-07-19 14:44:42

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2024-05-31 16:12:40

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2024-05-31 14:07:41

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2024-05-11 16:05:21

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2024-04-07 21:18:28

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2024-04-07 14:54:00

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