​产量降幅缩窄 水泥市场旺季起色不大

2015-11-17 09:42:56

业内专家表示,因需求下降导致产能利用率走低,水泥行业产能严重过剩,市场竞争日益激烈,市场量价齐跌,企业亏损加大,大部分企业生产经营状况都相当不景气。虽然目前水泥市场的传统旺季到来,但水泥市场的起色并不大。

  根据国家统计局公布的数据显示,2015年9月份水泥产量21764万吨,同比下降2.5%;2015年1~9月全国规模以上水泥产量172337万吨,同比下降4.7%,降幅比前两季度有所收窄。

  业内专家表示,因需求下降导致产能利用率走低,水泥行业产能严重过剩,市场竞争日益激烈,市场量价齐跌,企业亏损加大,大部分企业生产经营状况都相当不景气。虽然目前水泥市场的传统旺季到来,但水泥市场的起色并不大。

  上市公司状况不乐观

  从目前公布的部分上市企业前三季度的业绩预告看,水泥上市公司均是业绩预减,经营状况不容乐观。

  10月15日,金圆水泥发布2015年三季度业绩预告公告。公告称,前三季度金圆水泥预计盈利1.5亿~1.8亿元,比上年同期下降17.93%~31.61%。

  10月14日晚间,冀东水泥发布业绩预告,公司预计前三季度亏损5.9亿~6.3亿元,同比由盈转亏。

  上峰水泥10月14日预告,预计前三季度实现归属于上市公司股东的净利润3500万~4000万元,较上年同期下降86%以上。

  中建材旗下的万年青水泥,前三季度净利润18750万~11250万元,同比下降50%~70%;其中三季度净利润预计为6140万~3690万元,同比下降50%~70%。

  华润水泥10月6日发盈警,预期截至今年9月底,纯利将较去年同期的32.56亿元显著减少。

  中西南部止跌上涨

  目前水泥市场已经进入了传统旺季,在企业和协会的共同推动下,中南、西南地区水泥价格出现上涨,两广、川渝涨幅明显,不过市场反馈需求并未有明显上涨,华东地区继前期上涨后有所走稳,北部市场则迎来淡季,气温的下滑、工程开工量的减少使得水泥价格进一步下行,尤其西北一带,淡季特征越趋明显。

  10月16日,中国水泥价格指数(CEMPI)为81.61点,环比微幅上涨0.07%,近三周,水泥价格指数保持平稳走势。同日,长江流域水泥价格指数为76.33点,继连续四周累计上涨3.45%后,长江流域水泥价格上周环比小幅回落0.16%,与去年同期相比,长江流域水泥价格同比下跌22.36%,跌幅进一步扩大。

  全国共7个省份的水泥价格出现上涨,其中重庆、广东、四川环比分别上涨3.26%、2.44%和2.27%,广西、江西、湖南也分别上涨1.77%、1.41%和1.3%,福建环比涨幅最小,为0.25%;价格出现下跌的省份有14个,数量与上期基本相当,气宗新疆领跌,环比下跌3.78%,青海、甘肃、贵州、山西、辽宁跌幅为1%~2%,其余下跌省份跌幅不足1%。

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Correlation

Tianfeng Securities Research Report shows that with the arrival of the peak season in September, the progress of special bonds and special bonds at the infrastructure end has been accelerated and major local projects have been started, and the demand for cement is expected to pick up. Recently, the cement shipment data continued to recover, and the price side also rose synchronously. At present, most cement enterprises are still in a state of loss. With the strengthening of industry supply self-discipline, the superimposed demand is expected to improve marginally, and the industry profit center is expected to be lifted.

2024-09-19 10:18:37

As a "veteran" of the industry, Li Wenxiu has personally experienced the ups and downs of the cement industry for decades. Faced with the current difficulties, Li Wenxiu believes that solidifying the market and share is the key to stabilizing the development trend of the industry, steadily promoting capacity removal and realizing the "soft landing" of the industry under the background of a sharp decline in demand. "The more the economic downturn, the more stable employment, stable income, capacity is inevitable, but how to go to capacity is the way we can choose, the current solidification of the market, solidification of share, to maintain the basic efficiency of the industry is very critical.".

2024-09-18 11:20:28

From the overall situation, in the first half of 2024, the overall operating situation of the cement industry was grim, and the profits of cement enterprises basically declined sharply, and even some enterprises suffered huge losses. In terms of the operation and management of Conch Cement, the Group will pay close attention to the macroeconomic situation at home and abroad, and continue to improve the quality and efficiency of its operation in line with the guidance of national policies. Huaxin Cement said that it demonstrated the sense of responsibility of large enterprises and actively promoted and implemented new supply-side structural reform programs and measures suitable for the high-quality development of the industry.

2024-09-03 09:43:58

Influenced by factors such as the continuous bottoming of real estate investment, the slowdown of infrastructure investment and the increase of seasonal rainfall in Jiangxi and the surrounding areas, the demand for cement in the market areas covered by Evergreen continued to be weak, the contradiction between supply and demand intensified competition, and the low price led to the continuous decline of industry efficiency. According to the Evergreen Announcement, through the organic combination of resource orientation and market regional characteristics, the company has achieved the integration of upstream and downstream development of the industrial chain.

2024-08-28 10:46:16

According to the report, in the second half of 2024, the external environment is still complex and severe, and the operation and development still face many risks and challenges. From the perspective of the industry, in the second half of the year, the marginal demand for cement improved, the supply compression continued to increase, and the contradiction between supply and demand in the industry was prominent. From the company's point of view, strategic opportunities and risks coexist, uncertainties increase, the complexity and severity of the business situation, the heavy and arduous tasks continue to intensify.

2024-08-27 11:20:44

Cement output in the first half of the year was 85047 million tons, compared with 953 million tons in the same period last year, a decrease of 103 million tons or 10.76%. Sales of China Resources Building Materials Cement fell by only 2.9%, which has outperformed the market. Not to mention the sales volume of clinker, which rose against the trend, increased by 24.7%. In the downturn of the industry as a whole, China Resources Building Materials Technology has made such a brilliant achievement, perhaps with the "grab share, keep the bottom line, optimize the structure, improve the status" set at the beginning of this year. "Related to the core market strategy.".

2024-08-19 11:12:51

We need to establish the core values of "others earn more, I can earn more" to guide production and operation. In the short run, only by actively limiting production and restoring the balance of supply and demand in the weak market, can the cement industry achieve a recovery in efficiency. Without enough initiative and consistency to limit production, all those who talk about the price of cement are cheaters and hooligans, and they can not succeed.

2024-08-13 15:12:11

Shaanxi Guanzhong cement prices have reached the bottom and stabilized, the price war has eased, the market adjustment, the full recovery still needs time. Ningxia enterprises plan to raise prices by taking the opportunity of off-peak kiln shutdown, and the specific effect remains to be tested. Gansu, Qinghai and Xinjiang markets are stable, Xinjiang prices are stable, Gansu is partially fine-tuned and overall stable, Gansu will implement peak staggering and kiln shutdown, and market trends are concerned. The price of cement in Qinghai maintains the status quo without significant fluctuation.

2024-08-09 16:37:18

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

In fiscal year 2023, India's cement production reached 375 million tons, up 6.83% year-on-year. From 2012 to 2023, India's cement production capacity increased from 350 million tons to 570 million tons, with a cumulative increase of about 61%.

2024-08-01 09:44:13

A property rights trading platform shows that the starting price of Kangding Paomashan Cement Co., Ltd. is 216 million yuan.

2024-07-22 09:56:15

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, cement prices in Sichuan, Chongqing and parts of Yunnan fell by 20-50 yuan/ton this week, and Guizhou continued to push up by 60 yuan/ton. Whether it can be implemented remains to be seen.

2024-07-19 17:19:24

According to the research and statistics of the People's Bank of China, according to the issuance plans announced by various places, the issuance scale of new local bonds in the third quarter was as high as 1966.9 billion yuan, an increase of 605.3 billion yuan over the same period last year; plus the maturity scale of 1067.6 billion yuan of local bonds, it is expected that in the third quarter

2024-07-10 14:08:28

In June 2024, the contradiction between supply and demand in the cement market in Jiangsu, Zhejiang, Anhui, Shandong, Fujian and other provinces remained prominent, while the shutdown time of enterprises increased to varying degrees. The total output of clinker in the five provinces was about 25 million tons, with a decline of more than 20%.

2024-07-02 16:10:12

The largest monthly output of clinker is Anhui Chizhou Conch Cement Co., Ltd., which produces 1.2399 million tons of clinker, accounting for 11.24% of the total output of Anhui Province.

2024-07-02 11:22:10

Listen to the singing of new willow branches, "old trees" blossom and "flowers" are more red. We believe that this cement production enterprise with a glorious history of more than 50 years will create a more brilliant future in the new journey of pursuing high-quality development.

2024-07-02 10:10:04

Bataibin explained in detail the current situation of denitrification technology in domestic cement industry from the aspects of the necessity of denitrification, the research of Nox, the discussion of out-of-stock technology and the selection of out-of-stock technology.

2024-06-20 09:10:15

What is the driving force for the development of the next curve of the cement industry? Through the transformation and development of new quality productivity, the second curve of cement industry will be created to achieve a new leap forward in economic and social benefits.

2024-06-19 09:24:26

Strict implementation of off-peak production is an important reason for the rise of local cement prices.

2024-06-18 09:51:24

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 China Cement Network Market Data Center, this week, the second round of cement prices in Guangxi began to rise by 30-40 yuan/ton in a month, while cement prices in Guangdong were mixed.

2024-06-14 19:47:39

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

The serious decline in demand, coupled with the fierce market competition, the low opening and low going of cement prices, continued to bottom out, and the loss of the industry expanded. The loss of the industry in the first quarter exceeded that of 2016, and the pressure of enterprise operation was unprecedented.

2024-05-31 14:35:19

Taiwan's cement industry has experienced a complete life cycle from germination, growth, prosperity to recession. Study Taiwan cement industry from the development since demand drops period, have draw lessons from a meaning very much to market of current mainland cement.

2024-05-28 11:53:23

At present, with the continuous improvement of the navigation capacity and efficiency of the Xijiang River, some cement production enterprises in Guigang and even Guangxi rely on the unimpeded Xijiang River water transport to help the construction of the Great Bay Area of Guangdong, Hong Kong and Macao.

2024-05-24 10:05:37

Chang An-ping believes that now, 200 years after the invention of Portland cement, there are only two kinds of cement industries left: those who are still waiting to see, those who are still fighting for production, and those who are looking forward to tomorrow, those who are determined to go all the way.

2024-05-24 09:30:01

Affected by insufficient infrastructure support and the continuous downturn of real estate, the demand of cement industry continued to be weak throughout the year. In 2023, the national cement output was 2.023 billion tons, down 5% from the same period last year. Under the influence of the decline in demand, the contradiction of excess capacity was further intensified, the market competition was extremely fierce, the price of cement dropped significantly, the industry profit shrank sharply again, the annual profit dropped by more than 50%, the development of the cement industry entered an unprecedented difficult period, and many companies suffered heavy losses.

2024-05-23 14:01:48

At present, we are actively promoting the implementation of the energy conservation and carbon reduction technology project of replacing fossil fuels with biomass fuels. After the construction and implementation of the project, it is estimated that about 2% of coal will be saved annually. 0.5 million tons, reducing carbon dioxide emissions 4. 390000 tons, with obvious energy saving and emission reduction benefits.

2024-05-23 09:51:10

In fact, I have no secret to do business, if I have to say, I would like to talk about the three basic points of my business: learning, innovation and responsibility. It is these three basic points that make me stick to the enterprise and make some achievements.

2024-05-22 13:16:41

The theme of the conference was "Industry Trend and Strategic Response", and the participants had in-depth exchanges on the opportunities and challenges of the global cement industry, carbon emission reduction and the impact of carbon trading on the industry.

2024-05-18 22:11:49

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

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

From 15th to 17th, the price of cement in Yinchuan area of Ningxia was pushed up again by 20-25 yuan/ton, and the implementation remains to be observed. Prices in the rest of the market have not changed significantly this week.

2024-05-17 17:30:48

China Cement Network Market Data Center News, Southwest China last week, some leading enterprises in Chongqing notified the main city to raise cement prices by 30 yuan/ton, the current implementation is not up to expectations. The weekly quotation of some markets in Sichuan was slightly reduced by 10 yuan/ton, and the overall market in Yunnan-Guizhou region was relatively stable.

2024-05-17 17:25:50

A person in the industry said that the main reason for the low comprehensive energy consumption per unit product of Huaxin cement clinker is the use of alternative fuels, which also shows that alternative fuels can indeed save energy and reduce consumption by a large margin.

2024-05-16 09:22:44

As of April this year, the output of clinker has reached 970,000 tons, with a year-on-year increase of 12%; the output of cement has reached 960,000 tons, with a year-on-year increase of 30%; the output of aggregate has reached 2.13 million tons, with a year-on-year increase of 317%; the company has achieved a turnover of 260 million yuan, an output value of 260 million yuan and a tax payment of 30 million yuan.

2024-05-15 13:35:50

"Standing at the new historical starting point of the development of ecological civilization, only by anchoring the new track of green and low-carbon development and protecting the green mountains and rivers can we win Jinshan and Yinshan." Xiao Zhanding, party secretary and chairman of Qianye Cement, said.

2024-05-11 10:11:27

By the end of April 2024, the National Gravel Price Index (CSPI) closed at 82.95 points, down 0.73% annually and 4.24% year-on-year. The National Machine-Made Sand Price Index (MSPI) closed at 85.95 points, down 1.34% month-on-month and 7.87% year-on-year..

2024-05-08 16:53:52

The voice of cement price is not decided by small enterprises, nor in the hands of large enterprises.

2024-05-07 13:59:52

In the first quarter of 2024, the industry as a whole showed the operational characteristics of "shrinking demand, fierce competition, high inventory and low price".

2024-05-07 09:20:19

Operating revenue was approximately RMB2.051 billion, representing a decrease of 20.83% as compared with the previous year.

2024-04-26 10:07:55