[周评]错峰生产陆续结束 三北散装水泥市场回升较缓

2016-03-29 16:39:50

东北地区月底结束冬季水泥错峰生产,目前需求恢复二至三成。华北地区市场行情则无大变化,重点项目推进缓慢,水泥价格拉涨难度较大。西北地区陕西省已结束水泥错峰生产,新疆有意率先淘汰低标号水泥,计划今年七月前完成调整。

  东北地区月底结束冬季水泥错峰生产,目前需求恢复二至三成。华北地区市场行情则无大变化,重点项目推进缓慢,水泥价格拉涨难度较大。西北地区陕西省已结束水泥错峰生产,新疆有意率先淘汰低标号水泥,计划今年七月前完成调整。

  东北:错峰生产即将结束,需求恢复二至三成。上周黑龙江、吉林水泥价格平稳为主,市场袋装水泥价格继续上涨动力不足。辽宁地区则由于前期水泥价格始终在底部亏损运行,为提升盈利,在市场即将启动之际,3月各地企业水泥出厂报价开始上涨,并对不同区域水泥熟料最低售价设限调整。据市场反馈来看,3月上中旬以来辽宁省各地多数主要水泥厂家挂牌报价有不同程度上扬,少则10-20元/吨,多则30-50元/吨不等。目前辽宁省内P.O42.5散装主流挂牌出厂报价为230-280元/吨,跨度较大。由于市场尚在启动阶段,一些区域企业也未达成共识,实际成交预计多数以年前水平为主。

  华北:上周水泥市场行情无大变化。根据中国水泥网行情中心反馈,目前北京地区金隅日销量维持在万余吨,房地产需求约占三成,仍靠重点项目支撑。唐山等外来P.O42.5散装到位价可低至220-250元/吨。天津市场由于资金紧张,需求继续疲软,地产水泥P.O42.5散装挂牌出厂价为210-220元/吨,对量大客户已可到位。河北唐山地区则受世园会影响,区域有停工停产安排,水泥市场难有起色,区域P.O42.5散装出厂价基本在170元/吨左右。而冀中南近期总体需求、销量有所上升,尤其低端袋装水泥增量较为明显。为提升盈利,保定、邢台、石家庄少数厂家袋装水泥价格小幅上扬,但对整体市场影响不大。工程方面,上周各地开工率不高,商混需求起色不大。山西、内蒙古呈大稳小动情况,山西水泥产能利用率不足三到四成,晋南厂家外输熟料比例或大于水泥。内蒙古西部市场初步启动,一些地区少数价格有下滑提量的表现。

  总体来看,华北市场,尤其京津冀,虽近期重点项目利好消息不少,但推进缓慢,而错峰生产陆续结束,企业纷纷开窑,库存上升较快,价格竞争激烈,短期水泥价格拉涨难度较大,尤其是散装水泥价格。

  西北:陕西错峰生产结束,新疆有意率先淘汰低标号水泥。目前陕西水泥行业错峰生产已经结束,企业生产线均正常运转。上周阴雨增多,但袋装水泥市场尚可,散装水泥市场回升放缓。此外,继高标散泥推涨之后,3月中旬部分主导企业低标散泥价格开始上调,但目前来看市场接受度不佳,未能成功。甘肃南部市场虽开始启动,但各企业日均销量低于同期水平,部分厂家有小幅回落表现。其余宁夏、青海市场,资金压力较大,大型工程开工放缓,需求恢复三到五成水平,价格大体维稳为主。此外,新疆地区针对产能过剩,有意率先淘汰低标号水泥,计划今年七月前完成调整。

  相关产业信息一览:

  吉林:高速公路重大项目建设提前复工

  今春天气回暖较早,吉林省交通运输厅于3月15日前后组织施工队伍推进高速公路重大项目进场施工,目前,9个续建项目已全部复工,比去年提前了半个月。

甘肃省确定今年新建农村公路1.3万公里

  据介绍,甘肃省今年已下达农村公路建设计划投资75.47亿元,建设农村公路1.3万公里。其中实施建制村通畅工程10733.4公里,实施“千村美丽”示范村村组道路硬化2515.1公里,完善现有建制村通沥青(水泥)安全生命防护工程4.9万公里,并实施一批农村公路养护维修工程和路网结构改造工程。

  环保部:鼓励各类投资进入环保市场

  环保部副部长黄润秋日前在中国发展高层论坛上说,“十三五”时期,中国将推广绿色信贷,支持设立各类绿色发展基金,通过推进PPP、政府购买服务、第三方治理等,鼓励各类投资进入环保市场,建立健全排污权初始分配制度和交易市场。

  解振华:中国低碳行业尚有30万亿市场未开发

  中国气候变化事务特别代表、中国国家发展和改革委员会原副主任解振华3月23日在博鳌表示,中国目前面临产业转型的问题,低碳产业有广阔市场。按照2005年承诺的目标,到2030年中国应对气候变化总投入将达到41万亿元人民币,2015年后尚有30万亿元人民币的市场,能够为6900万人提供就业机会。

  水利部部长:加快建设一批重大水利工程

  水利部部长陈雷3月22日在《人民日报》为2016年世界水日和中国水周发布文章表示,当前最为紧迫、最为关键的就是要坚持绿色发展理念,全面贯彻“节水优先、空间均衡、系统治理、两手发力”的新时期水利工作方针,大力推进水生态文明建设,节约利用水资源,改善城乡水环境,维护健康水生态。

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Correlation

Recently, the domestic market demand has recovered slightly compared with the previous period, but the overall level is still significantly lower than same period in previous years, and the price of concrete before the Mid-Autumn Festival is mainly a smooth transition. From September 5th to September 11th, the national concrete price index closed at 113.17 points, and the ring ratio remained stable, with a year-on-year decline of 10.81%.

2024-09-14 19:27:38

Recently, the price of raw materials has shown an upward trend again, but due to the lack of new orders in the concrete market and the fierce competition among enterprises, the focus of transactions continues to decline steadily. From August 29 to September 4, the national concrete price index closed at 113.17 points, down 0.45% annually and 11.09% year-on-year.

2024-09-06 17:22:16

Most regions in China are affected by capital factors, lack of construction increment downstream, no improvement in concrete market demand, and downward pressure on local quotations. From August 22 to August 28, the national concrete price index closed at 113.68 points, down 0.42% annually and 11.12% year-on-year.

2024-08-30 17:31:27

Domestic high temperature rain weather has not yet subsided, downstream construction activity is still low, the concrete market is relatively flat, and the market price is stable. From August 15 to August 21, the national concrete price index closed at 114.16 points, down 0.28% annually and 11.40% year-on-year.

2024-08-23 17:35:52

Domestic construction conditions have not improved significantly, coupled with the small number of new key projects, the market demand is still relatively low, and the price of concrete has fallen more or risen less. From August 8 to August 14, the national concrete price index closed at 114.48 points, down 0.33% annually and 11.69% year-on-year.

2024-08-17 10:46:53

The domestic market continued to be controlled by the hot and rainy weather, the market demand was weak, the price of concrete continued to fall steadily, and the decline in Sichuan and Chongqing was relatively large. From August 1st to August 7th, the national concrete price index closed at 114.86 points, down 0.43% from the previous month.

2024-08-09 18:09:08

Domestic construction conditions have not been significantly improved, coupled with insufficient new projects in most regions, the concrete market is still flat. From July 25th to July 31st, the national concrete price index closed at 115.36 points, down 0.59% from the previous month.

2024-08-02 17:29:53

Rainfall continued in many parts of the country, local typhoons invaded, downstream construction was slow, and concrete prices fell steadily. From July 18th to July 24th, the national concrete price index closed at 116.05 points, down 0.58%.

2024-07-26 20:17:51

Some regions in China are affected by high temperature and rain weather, coupled with insufficient new projects, the price of concrete is weakening. From July 11th to July 17th, the national concrete price index closed at 116.73 points, down 0.47% from the previous month.

2024-07-19 17:35:12

Recently, the domestic rain belt has moved northward, the market demand in most regions is still weak, and the price of concrete is stable and weak. From July 4th to July 10th, the national concrete price index closed at 117.28 points, down 0.54% from the previous month.

2024-07-12 17:29:18

With frequent high temperature and rain weather, the building materials market has entered the off-season of traditional demand.

2024-07-08 16:16:39

In the second quarter, the domestic rainwater was on the high side, coupled with the tight market funds, the supply and demand of the concrete industry were weak, and the National Commodity Concrete Price Index (CONCPI) fell by 3.35% annually, which was wider than the previous value.

2024-07-08 14:17:39

Rainwater in the south has decreased recently, but the growth rate of downstream construction demand is limited, and the price of concrete is mainly stable. From June 27th to July 3rd, the national concrete price index closed at 117.92 points, and the ring ratio remained stable.

2024-07-05 17:34:54

The recent rainy weather is still continuing, the downstream construction progress is slow, local shutdown occurs, and the price of concrete is stable and small. From June 20th to June 26th, the national concrete price index closed at 117.92 points, down 0.19% from the previous month.

2024-06-28 18:10:43

Many places in China reported that the rain weather increased, the market demand was weak, and the price of concrete was weak. From June 13th to June 19th, the national concrete price index closed at 118.15 points, down 0.20% from the previous month.

2024-06-21 17:53:57

After the festival, the market demand in most regions tends to be weak, and the focus of concrete transactions is mainly stable. As of June 12, the national concrete price index closed at 118.39 points, down 0.03% annually and 12.69% year-on-year.

2024-06-14 17:35:49

Recently, domestic demand is still relatively flat, the cost pressure of mixing stations is increasing, and the Northeast continues to rise. As of June 7, the national concrete price index closed at 118.42 points, down 0.11% annually and 13.07% year-on-year.

2024-06-07 00:41:49

Recently, there is still too much rain in some regions of China, and the demand for concrete market is running at a low level, but the overall price decline has narrowed due to the impact of cost support. From May 27 to May 31, the national concrete price index closed at 118.55 points, down 0.31% annually and 13.61% year-on-year.

2024-05-31 17:14:10

Generally speaking, the regional trend shows the characteristics of "rising in the north and falling in the south", and the national market shocks downward.

2024-05-13 11:37:00

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

At the beginning of April, the National Cement Price Index (CEMPI) was 104.8 points, closing at 108.1 points at the end of the month, up 2.51% annually and down 20.36% year-on-year.

2024-05-07 16:54:23

Rainwater in some regions of China is still on the high side, coupled with tight market funds, limited actual demand increment, coupled with weak cost-side support, concrete prices continue to fall. By the end of April, the National Concrete Price Index (CONCPI) had closed at 120.21 points, down 1.77% from the end of March and 13.35% from the same period last year.

2024-05-06 18:10:56

Generally speaking, the national cement price continues to rise, but the foundation is not solid, and the risk of falling back is high.

2024-04-22 12:35:11

In the first quarter of 2024, the demand for infrastructure fell short of expectations, housing projects continued to shrink, and the concrete industry continued to weaken. By the end of March, the National Concrete Price Index (CONCPI) closed at 122.38 points, down 1.8% from the beginning of the year. Compared with the same period in 2023, the concrete price index fell by 12.8%.

2024-04-22 10:18:23

The downstream construction in the northern region is still general, the demand recovery is less than expected, and the cement price is weak and stable; the shipment in some parts of the southern region has improved, coupled with the long-term low price operation, the enterprise has a strong willingness to raise prices. Generally speaking, the recovery of demand is limited, but driven by the general rise in the Yangtze River Delta region, the national cement price has stopped falling and turned to rise.

2024-04-15 15:30:35

On April 7, the National Cement Price Index (CEMPI) closed at 104.94 points, down 0.48% annually and 25.37% year-on-year.

2024-04-07 21:18:28

By the end of February, the National Gravel Price Index (CSPI) closed at 83.51 points, down 0.98% annually and 2.60% year-on-year. The National Machine-made Sand Price Index (MSPI) closed at 87.33 points, down 1.14% annually and 5.89% year-on-year.

2024-03-06 09:51:50

The building materials market in 2024 is organic in danger and can turn around in danger.

2024-03-05 15:33:50

With the gradual improvement of the weather and the increase of downstream construction, it is expected that the cement price will fluctuate slightly stronger this week (3.4-3.8).

2024-03-04 09:23:59

The current rain and snow weather, the market has not yet started, this week (2.26-3.1) cement prices are expected to remain volatile weak operation.

2024-02-26 09:37:09

The construction site has basically stopped, and the market in many places has ended. It is expected that the cement price will continue to fluctuate weakly next week (2.4-2.7).

2024-02-04 09:18:47

[Cement Big Data Research Institute] Cement Industry Chain Index Weekly Report (2024.01.19)

2024-01-19 17:19:56

Cement, Concrete, Sandstone Monitoring Report Released; Cement Industry's "Darkest Hour" Has Not Yet Arrived; Three People Fined 1.29 Million yuan for Illegal Mining

2024-01-05 13:23:10

In the fourth quarter, the construction in some regions in China was gradually completed, and the scale of rush work was less than that of the same period in previous years. In addition, the focus of the work of the mixing station shifted to repayment, the market supply and demand continued to weaken, and the price of concrete was mainly low. Overall, the national commodity concrete price index (CONCPI) fell 2.98% in the fourth quarter.

2024-01-04 15:35:25

The national cement price index (CEMPI) was 113.53 points at the beginning of December and closed at 113.37 points at the end of the month, up 0.21% from the previous month and down 19.96% from the previous year.

2024-01-03 14:34:56

国内气温普遍回升,南方局部需求略有改善,但混凝土价格易跌难涨,实际成交继续稳中有降。12月25日至12月29日,全国混凝土价格指数报收124.79点,环比下跌0.26%,同比跌幅为11.58%……

2023-12-29 17:22:21

今年产能投放进度远远不及计划(进度占比43%),这或与今年以来水泥行业持续不景气、企业面临较大的经营压力,从而导致部分产线停建或投产延期有关。

2023-12-27 09:14:44

多地施工基本结束,需求接近停滞,预计下周(12.25-12.29)水泥价格仍将震荡偏弱运行。

2023-12-24 13:11:10

2023年,受房地产持续调整等影响,水泥行业发展景气度继续下降。一季度下游复工情况尚佳,整体需求好于同期;二、三季度“旺季不旺、淡季更淡”,需求减弱明显,加之市场竞争激烈,水泥价格持续走低;四季度需求弱势恢复,水泥价格小幅上涨。总体来看,2023年水泥产量创下近13年新低,尽管煤价重心有所下移,但水泥价格降幅较深,行业利润大幅萎缩。展望2024年,我们认为地产对水泥需求拖累减弱,水泥产量或将小幅下降,产能过剩压力下水泥价格中枢下移,行业效益难言乐观。

2023-12-22 17:20:42

国内受强寒潮天气影响,降温幅度较大,多数区域施工活动减弱,混凝土价格稳中有降。12月18日至12月22日,全国混凝土价格指数报收125.11点,环比下跌0.12%,同比跌幅为11.38%……

2023-12-22 15:53:42

2023年,下游终端市场仍然面临资金偏紧的局面,多数区域施工增量不及预期,加之上游企业竞争加剧,成本端支撑乏力,混凝土行业易跌难涨,效益进一步走弱……

2023-12-21 09:21:01

[水泥大数据研究院]水泥产业链指数运行周报(2023.12.15)

2023-12-15 17:18:06

12月8日,全国水泥价格指数(CEMPI)报收113.7点,环比上涨0.15%,同比下跌23.72%。

2023-12-08 18:25:52

截至11月底,全国碎石价格指数(CSPI)报收84.54点,环比上涨0.45%,同比下跌6.09%。全国机制砂价格指数(MSPI)报收88.96点,环比上涨0.82%,同比下跌7.26%。

2023-12-04 11:54:11

11月初全国水泥价格指数(CEMPI)为109.69点,月末报收113.13点,环比上涨3.16%,同比下跌25.74%。

2023-12-01 17:06:06

总的来看,仅有少数地区仍在推涨,全国水泥价格行情止涨转跌。

2023-11-27 13:33:51

多地气温继续下降,局部地区雨雪天气明显,市场需求持续走弱,预计下周水泥价格弱稳运行。

2023-11-19 11:45:24

11月初以来,包括新疆、河北、内蒙古、浙江、江西、山东、广东、云南、贵州、重庆等在内,水泥价格不同幅度上调。

2023-11-13 09:42:48

本周五,全国水泥价格指数(CEMPI)报收110.82点,环比上涨0.25%,同比下跌28.09%。

2023-11-12 12:39:47

According to the environmental impact report of the project, the overall relocation and technical transformation project of Fenyi Conch 4500 t/d cement clinker production line from the city to the park is located in the digital building materials industrial park of Fenyi Industrial Park, Xinyu City. It is a relocation project to build a 4500 t/d new dry process cement clinker production line and a 7.5MW waste heat power generation system. Supporting construction of cement grinding production line and material storage and transportation projects.