[周评]大范围寒潮来袭 加速水泥行业进入冰冻期

2016-01-25 17:22:32

这一场BOSS级的超强寒潮,上周末终于好好地释放了一把。全国各地也顺势降到了入冬以来的最低气温。冰冻模式下,全国水泥需求也加速萎缩,行情基本处于冰点。

  这一场BOSS级的超强寒潮,上周末终于好好地释放了一把。全国各地也顺势降到了入冬以来的最低气温。冰冻模式下,全国水泥需求也加速萎缩,行情基本处于冰点。

  华东:降温降雪导致水泥需求加速收缩。江西水泥价格下跌难止,赣东北地区主要厂家采取打折促销对策普遍下调各品种水泥15-20元/吨。南昌一带受周边价格下调影响,水泥价格大幅下调30元/吨,但经过本次大降后赣北价格或守稳至春节。22日起赣西区域分宜海螺、萍乡中材、萍乡南方等主要厂价普遍下调各品种水泥20元/吨。目前赣西地区大厂主流出厂P.C32.5R袋装及P.O42.5散装在210-250元/吨。而受价格走低影响,对发往闽北武夷山、浦城等地的江西水泥价格也有大幅下调。

  江浙皖部分地区价格继续下调,上周安徽滁州地区大厂普遍下调高标散泥10元/吨。下游江苏南京地区各主要企业相继下调各型号散泥出厂10-15元/吨。总体来看,元旦以来华东气温逐渐下降且时有阴雨,供求矛盾加剧。且年前需求有限,下游客户纷纷寻找低价水泥、熟料,企业清库暗降情况增多。价格竞争激烈,整体售价接近成本,后期行情虽有下滑趋势,但价格继续走低空间已不大。

  中南:水泥价格大范围下滑。同样受大范围寒潮影响,中南地区两湖及河南一些地区出现明显降温及雨雪天气,整体需求销量保持淡季下滑势态。上周岳阳地区水泥价格下调暂未波及长株潭地区,但怀化及张家界地区台泥、金大地、桑植华新等主要地产大厂水泥价格走低5-10元/吨。河南错峰生产时间为1月20日至3月15日,全省57家重点水泥企业签订了《2016年度河南省水泥企业错峰生产自律公约》。从目前市场反馈来看,各地已陆续开始停窑,停窑前一些厂家以自身储备为主,熟料暂停外销,且豫北部分厂家熟料报价有所回涨,但目前相继回落较多,短时波动未对市场产生影响,总体行情依旧普遍低谷运行。两广降雨持续,部分地区价格也有松动下调,其中广西玉林地区主导企业对各规格散泥下调15元/吨。广东湛江、廉江地区受需求下滑及周边价格走低影响,地产大小厂家主要对袋装及少部分散泥价格下调20-40元/吨。此外,北江封航加之查超影响清远水泥外输受阻,珠三角部分市场供应趋紧,上旬一些低标价格有所上涨,目前趋稳为主,但清远区域为提升销量,部分地销袋装水泥下调10元/吨左右。现清远地区P.C32.5R袋装及P.O42.5散装主流出厂195-235元/吨,外销略低10-20元/吨,熟料出厂仍在150-170元/吨。

  西南:川渝局部地区水泥价格下滑。年尾天气不佳,贵阳、重庆局部有降温及雨雪天气出现。工地春节放假停工情况继续增多,整体需求销量保持淡季下滑状态。云贵价格大体稳定,川渝一带合川、成都等局部地区市场价格或明或暗有所回落,幅度在10-20元/吨。

  华北:施工预计月底相继结束。春运将近,京津冀施工逐步减少,搅拌站陆续开始停工,行情需求维持低位。其中,北京金隅琉璃、北水单线运转,主供重点项目,日销在3000吨左右。天津企业日销量基本在千吨以内,P.O42.5散装主流到位235-250元/吨。河北除唐山、承德地区少数厂家因各种原因未及时参与错峰生产,多数厂家进入集体停窑模式。元月市场继续萎缩疲软,冀中南一般大厂日销一两千吨左右,目前石家庄、邯郸、邢台P.O42.5散装主流出厂执行160-180元/吨,部分熟料价格因停窑略有回升。华北施工预计月底相继结束。

  西北:整体需求销量加速向低谷萎缩。陕西关中地区工程及搅拌站陆续停工。受此影响,近日关中少数厂家P.O42.5散装价格继续下滑5-10元/吨。目前关中P.O42.5散装实际出厂结算在165-195元/吨。

  东北:市场处于冬休停检阶段,基本有价无市。

  本周全国春运开始,各地工地及搅拌站陆续停工放假,水泥市场进入春节前收尾阶段,市场需求销量逐渐降至全年最冰点,且价格调整意义不大。

  相关产业信息一览:

  住建部秦虹:房地产需求将转向改善性为主

  住建部政策研究中心主任秦虹表示,2013年至2015年间,大约60%的住宅被80后购置,婚房是主要的刚性需求。而“十三五”时期,全国20岁到29岁的人口总量在下降,房地产需求将会从刚性需求为主逐步转向改善性需求为主。

  “十二五”煤矿落后产能淘汰5.6亿吨

  中国煤炭工业协会统计与信息部主任陈养才1月20日日介绍,“十二五”期间,全国累计淘汰落后煤矿7250处、落后产能5.6亿吨;2015年全国淘汰落后煤矿1340处、落后产能约9000万吨。

  资源税改革方案上报 今年或试点水资源税

  讨论多年的水资源纳入资源税征收范围一事,2016年可能成为现实。作为财税改革的税制改革中重要部分的资源税整体改革方案已上报,主管部门将在2016年研究开征水资源税的试点工作。

  陕西十三五将投5000亿重点实施交通八大工程

  陕西省未来五年交通运输将投入5000亿元,重点实施“八大工程”,努力实现县县通高速公路,确保实现重点镇通二级公路,村村通沥青(水泥)路,村村通班车,村村通邮。

  山西将实行城市地下综合管廊有偿使用

  根据国家和山西省政府有关文件,山西省城市地下综合管廊将建立主要由市场形成价格的机制,使市场在资源配置中起决定性作用和更好发挥政府作用,形成合理收费机制。

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Correlation

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

The concrete market in Northeast China is depressed and the overall demand is weak.

2024-09-20 16:49:34

China Cement Net Market Data Center News: The commercial mixed market in Northwest China is running steadily.

2024-09-20 16:41:28

The price of raw materials has been pushed up, and the price of concrete in the central and southern markets has been temporarily stable.

2024-09-20 16:36:23

The market demand for concrete in North China is weak, and the price is under pressure.

2024-09-20 16:25:22

The price of raw material cement in Chongqing and Sichuan continues to rise, and the price of concrete may rise slightly..

2024-09-20 15:11:23

The concrete market in North China is stable, with a slight increase in shipments, but demand remains weak..

2024-09-14 16:59:31

Demand is still not ideal, and the price of concrete in southwest China is mainly weak and stable.

2024-09-14 14:49:44

The price of raw materials has been pushed up one after another, and the price of concrete in the central and southern markets may rise slightly..

2024-09-14 14:43:45

The price of concrete market in Northeast China is stable to cope with the limited construction period.

2024-09-14 14:33:42

China Cement Net Market Data Center News: The market demand in East China continues to be depressed, and the concrete price is weak and stable.

2024-09-14 13:54:51

China Cement Net Market Data Center News: There is no significant change in the commercial mixed market in Northwest China.

2024-09-14 13:46:16

China Cement Net Market Data Center News: Weak Operation of Commercial Mixed Market in Northwest China

2024-09-06 17:14:22

The demand for concrete in southwest China is still not ideal, and the price is mainly weak and stable.

2024-09-06 17:02:17

The price of raw materials in the northeast market is fatigue, and the price of concrete is stable.

2024-09-06 16:23:41

The progress of concrete construction in North China has been improved, and the growth of market demand is still limited by the off-season.

2024-09-06 16:14:12

The price of raw materials is declining, and the price of concrete in the central and southern markets is running steadily and weakly.

2024-09-06 15:58:01

The price of raw materials in the Yangtze River Delta region of East China has been rising, and the price of concrete is weak and stable.

2024-09-06 12:01:33

The performance of the concrete market in Northeast China is relatively stable, and the demand restricts the implementation of raw materials.

2024-08-30 17:12:18

The commercial mixed market in Northwest China is stable and small.

2024-08-30 17:09:51

Demand in the southwest region is sluggish, and concrete prices are running weakly..

2024-08-30 17:01:21

Market demand in central and southern China is general, and concrete prices are weak..

2024-08-30 16:41:14

The demand for concrete in North China is weak and the price is under pressure.

2024-08-30 16:29:57

Affected by the environment in East China, demand has not improved, and prices in some areas have fallen this week.

2024-08-23 17:17:05

Affected by rainfall in Northeast China, the demand for concrete market is low.

2024-08-23 16:02:01

The price of raw materials in many places has fallen, and the price of concrete in southwest China is running weakly.

2024-08-23 15:45:37

Affected by the price of raw materials, the price of concrete in the central and southern markets is mixed..

2024-08-23 15:33:03

The concrete market in North China is facing the bottleneck of demand and shipment growth.

2024-08-23 15:13:42

Demand is still not ideal, and the price of concrete in southwest China is mainly weak and stable.

2024-08-16 17:17:41

With the improvement of construction progress in North China, the growth of market demand is still limited by the off-season.

2024-08-16 17:10:08

The imbalance between supply and demand in the Northeast market has increased the pressure of price decline.

2024-08-16 17:06:56

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

Due to the rainy weather in Zhejiang, the market demand is general, and the shipment volume is about 6-7%. In order to promote sales, some manufacturers reduce the price of cement, and try to push up the price to enhance market confidence, but the actual implementation remains to be observed. The overall market demand in Jiangsu has not improved significantly, with shipments hovering at 4-6% of normal production capacity. Manufacturers in southern Jiangsu have reduced prices for promotion, while the markets in northern and central Jiangsu are expected to face a downward trend.

2024-08-16 16:37:36

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 the China Cement Network Market Data Center news, the implementation of the rebound in cement prices in the Pearl River Delta region of central and southern Guangdong is not optimistic, and the Guangxi region is tepid. The market prices of the two lakes are basically stable, and there is a decline in some areas. Leading enterprises in Guangdong try to restore the price of cement, but under the influence of high temperature weather, the actual effect is not good. The rain weather in Guangxi is decreasing, the market demand is limited, the price is stable, and the local market is falling. Cement prices in Hubei are stable, and high temperatures affect demand. The Hunan area continues the high temperature, the demand is weak, the partial price falls. Affected by rainfall, the market demand in Henan is not good, and the price is stable.

2024-08-09 17:12:17

The rainy weather is still the same, and the price of concrete in southwest China is slightly loose.

2024-08-09 17:03:25

Northeast China is implementing the policy of off-peak kiln shutdown in August according to the established plan. In this context, cement manufacturers have no plans to further raise prices, so the market quotation remains stable. However, the demand for cement in Liaoning has been reduced due to frequent precipitation in the rainy season recently. Although the cement price of large factories is still at a high level, the overall demand is low, which may have a volatile impact on future prices.

2024-08-09 16:45:29

The rainy season in North China affects construction, market demand is low and prices are weak and stable.

2024-08-09 16:25:44

This week, the Beijing-Tianjin-Hebei building materials market continued to be depressed due to adverse weather and environmental control demand. Cement prices in the Beijing-Tianjin-Tangshan region were generally stable, but some brands showed signs of decline, and the market operation showed a weak and stable trend. The central and southern areas of Hebei tried to raise the price by 30-50 yuan/ton, but the actual implementation effect was not good. At the same time, the market demand in Shanxi and Inner Mongolia is weak and the market remains relatively stable due to the off-peak shutdown.

2024-08-09 16:21:01

Due to the continuous high temperature weather in Jiangsu and Zhejiang, the demand of construction industry has weakened, resulting in a general decline in cement sales, and the price of cement in some areas has dropped by 20-35 yuan/ton, among which Yangzhou, Taizhou, Huaian, Nanjing, Zhenjiang and other places in Jiangsu have been greatly affected. Due to the high temperature weather in Anhui, the construction site slowed down, the demand was weak, and the cement price in Ma'anshan, Chuzhou, Hefei and other areas was reduced by 10-20 yuan/ton. Cement prices in Zaozhuang, Linyi, Jining, Tai'an and other places fell by 10-30 yuan/ton due to cloudy weather and the resumption of clinker production in Shandong.

2024-08-09 16:18:24

Northeast market demand is flat, and sales are affected by rainfall.

2024-08-09 16:12:33

High temperature off-season, the price of concrete in the central and southern market is mainly weak and stable..

2024-08-09 16:05:25

According to the China Cement Network Market Data Center, the shutdown of kilns in Liaoning, Northeast China, was extended to 20 days in August, the overall price was high and stable, the demand performance was not good, and the momentum to push up again was insufficient.

2024-08-02 17:28:08

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 the market data of China Cement Network, affected by the high temperature weather and rainy season, the demand performance of Beijing-Tianjin-Hebei region is flat and the price is weak.

2024-08-02 17:12:52

Rainy weather is frequent, concrete market demand is insufficient..

2024-08-02 16:50:42

High temperature off-season, the price of concrete in the central and southern market is mainly weak and stable..

2024-08-02 16:44:53

Recently, the local weather conditions in China are not good, the recovery of market demand is insufficient, the price of concrete is mainly stable, and the local pressure is falling. From September 12 to September 18, the national concrete price index closed at 112.93 points, down 0.21% annually and 10.83% year-on-year.