[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 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 the information from China Cement Market Data Center, the price of cement in Chongqing in the southwest region is pushed up by 50-100 yuan/ton, and the implementation is to be observed; the price in Zhaotong in Yunnan is pushed up by 50 yuan/ton, and the implementation is to be observed; the price in Nanchong, Guang'an and Suining in Sichuan is pushed up by 50 yuan/ton, and the price in Yibin and Luzhou is partially dropped.

2024-11-08 17:19:35

China Cement Net Market Data Center News: Raw Materials Rise, Concrete Prices in Southwest China May Be Raised

2024-11-08 17:11:43

China Cement Net Market Data Center News: The market demand has weakened, and the price of commercial mixing in the northwest region has stabilized.

2024-11-08 17:02:18

The demand for concrete in North China is weak.

2024-11-08 16:18:52

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

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

China Cement Net Market Data Center News: The price of raw material cement in southwest China is pushed up, or the concrete market is pushed up.

2024-11-01 17:04:42

The concrete market in North China is relatively stable.

2024-11-01 17:02:53

The Northeast concrete market is weakening.

2024-11-01 16:52:08

China Cement Net Market Data Center News: This week, the northwest market is mainly stable.

2024-11-01 16:50:09

Cement prices in central and southern China are generally rising, and concrete prices may rise..

2024-11-01 15:49:36

According to the China Cement Network Market Data Center, the Pearl River Delta in central and southern Guangdong is planning to continue to push up cement prices by 30-50 yuan/ton around the end of the month, and the Guangxi region is temporarily stable. Cement prices in Hunan and Hubei continued to rise by 30-50 yuan/ton.

2024-10-25 17:23:23

China Cement Net Market Data Center News: The overall demand has weakened, and the price of concrete in the northwest region is mainly stable.

2024-10-25 16:30:17

The concrete market in Northeast China is stable, the demand is weak and the price is stable.

2024-10-25 16:14:15

The price of concrete in North China is affected by the rise of raw materials, and there are signs of price increase.

2024-10-25 16:09:22

Prices of raw materials in central and southern China continue to rise, and the concrete market has not yet fluctuated significantly..

2024-10-25 15:28:18

Southwest raw material cement prices push up, or push up the concrete market..

2024-10-25 14:53:28

China Cement Net Market Data Center News: Concrete Prices in Northwest China Remain Stable

2024-10-18 17:17:47

Raw material prices continued to rise, and concrete prices in the central and southern markets were mixed..

2024-10-18 17:14:14

The price of raw materials in Sichuan and Chongqing is pushed up, the implementation is relatively positive, and the price of concrete is mainly stable.

2024-10-18 17:03:45

The activity of the concrete market in Northeast China has declined.

2024-10-18 16:33:27

Weak and stable operation of concrete market in North China..

2024-10-18 16:21:12

According to the China Cement Market Data Center, the price of cement in Lanzhou-Baiyin area of Gansu Province has risen by 10 yuan/ton; the prices in Qinghai, Ningxia, Xinjiang and Shaanxi are stable. Affected by the big drop in temperature, rain and snow before the festival, the market demand in Qinghai has declined significantly. As the weather cleared up, cement sales in the region rebounded, and the market showed signs of warming up.

2024-10-12 17:29:56

According to China Cement Market Data Center, cement prices in central and southern Guangdong, western Guangdong and the Pearl River Delta region will be raised by 20-30 yuan/ton this week, and cement prices in Guangxi will also be raised. The Hubei region continued to push up 30-50 yuan/ton, the overall market in Hunan was stable and small, and the Yueyang region was notified to rise.

2024-10-12 17:23:19

The mixed market in the northwest region is mainly stable.

2024-10-12 15:53:01

The shipment of concrete in Northeast China has increased, and the market demand has recovered slightly.

2024-10-12 15:51:09

Raw material prices pushed up, and concrete prices in the central and southern markets were mixed..

2024-10-12 15:45:27

Concrete raw materials in parts of North China try to push up..

2024-10-12 15:40:02

The price of raw materials is pushed up, and the price of concrete in southwest China is mainly stable temporarily.

2024-10-12 15:13:04

China Cement Net Market Data Center News: The market demand in the northwest region has not changed much, and the price of concrete is stable.

2024-09-27 16:56:30

The demand for concrete in Northeast China is weak, and the implementation of raw materials is not good.

2024-09-27 16:55:43

The price of concrete market in North China is weak and stable, and the demand is moderate and warmer.

2024-09-27 16:51:44

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.

2024-09-27 16:48:15

Market demand has not improved, and concrete prices in some parts of central and southern China have declined slightly..

2024-09-27 16:04:01

The price of raw material cement in many places in southwest China continues to rise, or will affect the price of concrete..

2024-09-27 15:42:03

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

Since December 12, major enterprises in Changdu have notified an increase of 50 yuan/ton in cement prices, and the specific implementation remains to be observed.