​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

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 China Cement Market Data Center, cement prices in central and southern China rose steadily this week, pushing up 30-50 yuan/ton in Guangxi, and some low-priced enterprises reported an increase of 70 yuan/ton. This week, cement prices in eastern Hubei have gradually fallen back to the level before the last round of rise, and cement prices in many places in Hunan continue to rise.

2024-11-08 17:23:08

Asia Cement said in the third quarter report that looking forward to the fourth quarter, the demand for cement will pick up to a certain extent. With the support of increasing peak staggering efforts, the contradiction between supply and demand of cement will be alleviated in stages. It is expected that the results of the increase in cement prices in the third quarter will be maintained until the end of the year, and the benefits of cement enterprises are expected to usher in marginal improvement.

2024-11-06 10:05:59

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

At the meeting, Yan Haochun brought the theme report "Dream of Blue Sky: Exploring the Green Footprint of Cement Industry in the Context of Carbon Market". She pointed out that the cement industry faced the risk of rising costs in the context of the carbon market.

2024-11-01 16:10:56

The incorporation of the cement industry into the national carbon market will have a significant impact on cement enterprises in terms of production and operation, data control, transaction costs, energy saving and carbon reduction investment. With the carbon quota from basic satisfaction to tight reduction, it will effectively promote production reduction, thereby affecting competitiveness and supply and demand pattern.

2024-11-01 09:52:46

On October 24, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was held in Wuhu, Anhui Province. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Materials Co., Ltd., Li Jian, Associate Researcher of Chinese Academy of Environmental Sciences, Fan Yueming, Professor of South China University of Technology, Zhuge Wenda, Chairman of Leishan Cement Co., Ltd., Century Xinfeng, Hubei, Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center.

2024-10-24 16:55:38

According to China Cement Market Data Center, the demand in Sichuan and Chongqing in Southwest China has improved, and the cement price has been steadily promoted; the price increase in Yunnan and Guizhou may be blocked. It is understood that the fourth quarter of Yunnan plans to implement peak staggering production for 51-60 days, affected by the policy, the output of enterprises in the region has declined, and the inventory has declined slightly.

2024-10-18 17:38:28

According to the data center of China Cement Market, cement prices in many places in East China continue to rise, and prices in some areas show signs of falling, and the specific situation needs to be tracked. For example, cement prices in Jiangxi are basically stable this week. Since the 8th, all parts of Jiangxi have been notified to push up the cement price by 20-30 yuan/ton. At present, the market is generally in a stable state after the price increase, and the price has not fluctuated significantly.

2024-10-18 17:33:36

Recently, the Department of Agriculture and Rural Areas of Anhui Province released the list of digital agricultural factories (farms, pastures, fishing grounds) in Anhui Province in 2024, and the Conch Tomato Digital Agricultural Factory of Baimashan Cement Plant was successfully selected.

2024-10-17 11:36:42

The Symposium on High-quality Development of Liaoji Heimeng Cement Industry, sponsored by Liaoning Building Materials Industry Association and hosted by the Northeast Operating Zone of Shanshui Group, was held in Shenyang from October 12 to 13, 2024. Nearly 300 people from more than 200 cement enterprises in Liaoning, Jilin, Heilongjiang and Inner Mongolia attended the meeting. At the meeting, Li Yingke, Vice President of Liaoning Building Materials Industry Association and President of Cement Branch, delivered a welcome speech. Tan Qiang, Secretary-General of Cement Branch, presided over the meeting and briefed on the overall operation of "Three Provinces and One District" from January to September 2024.

2024-10-15 15:41:32

As of September 2024, the proportion of healthy enterprises in the ready-mixed concrete industry has decreased by 1.3 percentage points to 92.9% compared with 2022; the proportion of dishonest enterprises has increased from 5.0% to 6.1%; the proportion of bankruptcy reorganization enterprises has increased from 0.8% to 1.0%..

2024-09-25 09:21:01

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

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.