[水泥指数]:西北、河南领涨 长江流域弱势持稳

2016-08-08 14:53:23

上周,西北地区陕西关中、甘肃、青海市场水泥价格出现明显涨幅,南部河南受协会及企业推动,价格也频频上涨,省内出现普涨格局,而长三角一带熟料价格也开始上涨,后期受G20停产限产影响,水泥价格或出现上涨,其余市场基本维持平稳为主。

  上周五,中国水泥价格指数(CEMPI)为82.09点,周环比继续上涨,涨幅达0.69%。与去年同期相比,水泥价格同比下跌0.24%,月同比跌幅缩窄至近两年新低。周内,西北地区陕西关中、甘肃、青海市场水泥价格出现明显涨幅,南部河南受协会及企业推动,价格也频频上涨,省内出现普涨格局,而长三角一带熟料价格也开始上涨,后期受G20停产限产影响,水泥价格或出现上涨,其余市场基本维持平稳为主。上周五,长江流域水泥价格指数为74.15点,环比微跌0.09%,近两周来长江流域水泥价格维持弱势平稳走势,与去年同期相比,水泥价格同比跌0.86%。

图1:中国水泥价格指数走势图

数据来源:中国水泥网、中国水泥网指数中心

  分区域来看,上周,六大区域水泥价格指数仅华东地区小幅走跌0.28%,其余五大区域均出现上涨,尤其西北地区同比涨幅达到5.43%,而华北及西南地区也分别上涨了1.3%和1.45%,中南、东北则分别上涨0.81%和0.31%。与去年同期相比,西北地区同比上涨8.62%,中南地区同比也由跌转涨,同比微涨0.33%,西南则领跌,同比跌幅达4.04%,东北地区同比也下跌了2.05%,华北、华东同比跌幅较小,分别下跌0.83%和0.56%。

表1:上周六大区域水泥价格指数变化情况

数据来源:中国水泥网、中国水泥网指数中心

  东北地区进入8月需求仍然不足,市场表现疲态。辽宁辽阳、沈阳水泥报价上涨5~20元/吨,企业提价止跌;吉林长春企业销量不佳,同比下滑明显,挂牌价格虚高,成交价格回落10~20元/吨;黑龙江产销维持平稳,由于省内集中度较高,价格保持星对平稳。

  华北地区京津冀前期上涨大企业执行较好,而中小厂家跟涨力度不足,价格涨后于上周趋稳;山西北部企业组织会议计划近期推高水泥价格,而南部市场推涨艰难,尚无实质性动作,省内价格总体低位平稳运行;内蒙古市场大型工程扫尾,短期需求或冲高回落,价格保持平稳为主。

  西北地区上周再次上涨,8月初陕西关中大企业再次上调水泥价格30元/吨,陕北则以平稳为主;青海西宁、海东等东部地区水泥价格试探性上调20元/吨,实际执行情况有待进一步观察;甘肃兰州及周边白银一带自2日开始上调各规格水泥价格20元/吨,5日以后平凉、天水等地报价也跟进上调20~30元/吨;新疆、宁夏地区价格暂无变动。

  华东地区受G20峰会临近影响,浙江及周边停窑限产实施趋严,周内长三角熟料价格继续上调,浙江金华、建德、衢州熟料价格普遍上调10元/吨,北部杭州、绍兴、湖州熟料价格上调15~20元/吨,安徽沿江熟料价格上调10~20元/吨,江苏南京、镇江及苏锡常一带熟料价格上调10~20元/吨,上海熟料价格暂稳,长三角水泥价格除浙江台州下调外其余基本以稳为主,短期受G20停窑限产影响,价格有趁势上调可能;江西新余、宜春受高温及阴雨天气影响,库存高位运行,厂家对水泥价格下调20元/吨,上饶一带也有暗降情况,东北部受G20影响有配合停窑限产要求,月中开始企业或全面停产;福建市场高温阴雨影响西需求走单,福州部分中转库袋装、散装价格下调10~20元/吨,地产报价尚稳;山东价格已平稳为主,主导企业山水、中联计划自8月中旬停窑一个月,部分厂家9月1日开始停窑。

  中南地区河南3日起各地水泥价格普遍上调,统一上涨幅度为30元/吨,熟料价格也统一调涨了60元/吨,省内环保压力较大,禹州粉磨站已全部停产近一个月,而下游市场需求不足,涨价落实情况预计不乐观;湖北天气好转,企业为提升盈利水平,月初开始武汉、黄冈、鄂州、武穴等鄂东地区企业报价上调30元/吨,中小厂家也陆续跟进,而西部宜昌受高温及雨水天气影响,需求严重下滑,低标袋装价格走低10~20元/吨;湖南永州天气转晴,需求好转,厂家价格上调10~20元/吨,广西贺州需求也有好转,加之受永州带动,富川华润袋装价格上涨20元/吨,散装价格上调10元/吨;广东受台风登陆影响,珠三角上周短时停工停产,销量下挫,价格持稳;海南市场平稳,价格无变动。

  西南地区贵州29~30日贵阳、安顺、遵义等地水泥价格普遍上涨20~30元/吨,自上月27日以来,贵州多数地区均实现上涨,仅六盘水等少数市场企业尚未跟进;四川、重庆高温、多雨,价格低位运行,四川局部仍有下跌,重庆西北部市场需求不足,企业报价混乱;云南仍处于雨季,部分地区甚至有暴雨,行情弱势暂稳;西藏价格维持平稳。

  上周,全国31个省份中有9个省份的水泥价格出现上涨,其中陕西、河南价格涨幅居前,环比分别上涨7.34%和6.59%,青海也上涨了2.31%,甘肃、湖北分别上涨1.86%和1.2%,其余价格上涨省份涨幅不足1%;价格出现下跌的省份有7个,跌幅均不足1%,其中吉林跌幅居首,达0.7%,江西、浙江也分别下跌0.5%和0.48%,其余下跌省份跌幅不足0.3%。

图2:全国31省市上周P.O42.5散装水泥价格环比涨跌幅度(%)

数据来源:中国水泥网、中国水泥研究院

  从价格出现变动的主要省份具体情况上看,陕西上周继续上涨,关中地区盾石、海螺、声威、摇摆等品牌普遍上涨15~35元/吨,多数涨幅在30元/吨,协会要求控制发货量以有效促进价格上涨;河南除少数地区品牌外,省内大部分地区水泥价格均出现普遍上涨,企业统一上调水泥价格30元/吨,不过尽管价格实现上涨,但需求仍难言乐观。

表2:价格出现变动的主要省份及品牌情况

数据来源:中国水泥网行情数据中心

  以上为上周全国及部分地区行情的总体概况,欲了解六大区域和省份更多细节,请查看每周区域(东北/华北/中南/华东/西南/西北)周评,欲了解各省水泥价格,请查看水泥网数据中心

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Correlation

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

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

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

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

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

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 China Cement Network Market Data Center news, Guangdong, Hubei individual market notice to raise cement prices by 30-50 yuan/ton, the implementation remains to be observed. Cement quotations in other areas are basically stable and small.

2024-07-26 16:42:59

According to China Cement Market Data Center, the actual turnover of cement in Guangdong and Guangxi local markets fell slightly by 10-20 yuan/ton this week, but the overall quotation of large factories stabilized. Cement prices in many places in the two lakes have fallen back to the level before the rise.

2024-07-19 17:14:59

According to the data center of China Cement Market, the price of cement in Guangdong and Guangxi markets has been stable this week, and the price in Hainan has fallen sharply. Prices in Hubei are mainly stable, while prices in Changsha-Zhuzhou-Xiangtan are falling.

2024-07-12 17:23:24

According to the data center of China Cement Network, the cost of cement production has risen, and the price of cement in Dali and Lijiang areas of Yunnan has risen again by 30 yuan/ton. The market demand in Sichuan and Chongqing is weak, and local cement prices have fallen.

2024-06-28 17:06:31

Cement prices in the Pearl River Delta region of Guangdong rose by 20-30 yuan/ton in the second round of the month, and Guangxi may also have price expectations, according to the China Cement Market Data Center. Affected by the continuous rain weather in the two lakes area, sales in some areas stagnated.

2024-06-28 17:04:10

According to the data center of China Cement Market, the demand in many places is not good, and the price of cement is under pressure.

2024-04-08 10:15:54

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

The market is stable, Henan fell more than 5%; "2023 Top 100 List of China's Cement Clinker Production Capacity" was released; the Ministry of Industry and Information Technology announced 27 industry standards related to cement, sand and concrete!

2024-01-02 15:02:03

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

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

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

据中国水泥网行情数据中心消息,本周湖南、湖北地区部分市场水泥价格推涨20-30元/吨不等,河南地区水泥价格回落20元/吨左右,两广整体行情相对平稳。

2023-11-24 17:45:05

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

本周五,全国水泥价格指数(CEMPI)报收106.18点,环比上涨0.15%,同比下跌30.71%……

2023-10-13 18:38:53

本周五,全国水泥价格指数(CEMPI)报收106.59点,环比上涨1.16%,同比下跌28.78%。

2023-10-01 15:08:35

本周五,全国水泥价格指数(CEMPI)报收105.37点,环比上涨0.36%,同比下跌28.05%。

2023-09-23 09:30:52

本周五,全国水泥价格指数(CEMPI)报收104.99点,环比下跌0.44%,同比下跌27.74%。

2023-09-15 18:28:51

本周五,全国水泥价格指数(CEMPI)报收108.03点,环比下跌1.55%,同比下跌26.06%。

2023-09-02 13:41:35

本周五,全国水泥价格指数(CEMPI)报收109.09点,环比下跌0.32%,同比下跌23.5%。

2023-08-19 09:10:56

本周五,全国水泥价格指数(CEMPI)报收109.83点,环比下跌0.86%,同比下跌23.11%。

2023-08-05 09:30:32

据中国水泥网行情数据消息,本周两湖局部市场仍有小幅下跌,两广地区部分企业水泥价格触底反弹,主导企业酝酿上调。

2023-08-04 17:37:24

国内雨水天气影响仍较为普遍,局部出现水灾,下游施工受限,混凝土行情继续走弱。本周全国混凝土价格指数报收130.44点,环比下跌0.62%,同比跌幅为8.31%……

2023-08-04 17:19:52

本周五,全国水泥价格指数(CEMPI)报收112.87点,环比下跌2.15%,同比下跌21.1%。

2023-07-15 09:19:02

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2023-07-14 17:17:52

本周五,全国水泥价格指数(CEMPI)报收115.35点,环比下跌1.92%,同比下跌19.71%。

2023-07-07 18:24:55

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2023-07-07 17:05:04

南方受到雨热天气影响,市场处于淡季状态,混凝土需求多有下滑,混凝土价格以跌为主。本周全国混凝土价格指数报收132.71点,环比下跌0.92%,同比跌幅为9.52%……

2023-06-30 17:13:43

近期市场进入传统淡季,整体需求量弱势下滑,加之原材料支撑不足,混凝土价格稳中有跌。本周全国混凝土价格指数报收135.43点,环比下跌0.12%,同比跌幅为8.50%……

2023-06-16 16:46:24

本周全国多地受雨水天气以及中高考因素影响,施工进度放缓,混凝土需求呈现下滑趋势,局部价格仍有下调。本周全国混凝土价格指数报收135.59点,环比下跌0.46%,同比跌幅为8.59%……

2023-06-09 17:08:27

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2023-06-02 16:40:14

本周北方局部需求略有增加,但整体仍处于偏低水平,而南方市场雨水偏多,混凝土需求稳中有降,市场价格以跌为主,本周全国混凝土价格指数报收137.22点,环比下跌0.36%,同比跌幅为7.86%……

2023-05-26 17:12:09

近期下游局部施工活动强度略有走弱,国内混凝土需求弱势运行,混凝土价格变动以跌为主。本周全国混凝土价格指数报收137.71点,环比下跌0.24%,同比跌幅为7.64%……

2023-05-19 16:49:59

本周北方市场需求略有好转,但由于南方多地受雨水天气影响,整体需求弱势运行,混凝土报价多有下调。本周全国混凝土价格指数报收138.73点,环比下跌0.50%,同比跌幅为7.49%……

2023-05-12 15:12:09

五一节前国内局部雨水仍偏多,市场需求弱稳运行,加之原材料价格持续回落,混凝土企业报价持稳观望为主。本周全国混凝土价格指数报收138.73点,环比持平,同比下跌7.28%……

2023-04-28 15:39:38

近期国内局部仍有阴雨天气,混凝土市场需求整体呈现稳中有降的趋势,多数区域价格弱稳运行,东北地区跌幅较大。本周全国混凝土价格指数报收138.73点,环比下跌0.52%,同比下跌7.24%……

2023-04-21 16:56:47

近期上游原材料价格有所回落,加之多数区域需求恢复情况一般,混凝土价格走势稳中有降,尤其是东北局部降幅明显。本周全国混凝土价格指数报收139.46点,环比下跌0.61%,同比下跌6.78%……

2023-04-14 22:22:49

受降水增多以及清明假期影响,国内混凝土出货量多有小幅下滑,行情多以平稳运行为主,个别企业报价仍有小幅上调。上周全国混凝土价格指数报收140.31点,环比上涨0.02%,同比下跌6.61%……

2023-04-10 09:20:45

近期南方多地受雨水天气影响,需求略有下滑,国内价格多以稳定为主,局部在成本支撑下略有上调。本周全国混凝土价格指数报收140.28点,环比上涨0.06%,同比下跌6.75%……

2023-03-31 17:01:41

上周南方雨水偏多,混凝土需求恢复有所延缓,国内混凝土价格以稳为主,广东局部有所上调。上周全国混凝土价格指数报收140.20点,环比上涨0.11%,同比下跌7.04%……

2023-03-27 15:47:47

近期长三角、珠三角市场混凝土需求恢复情况较好,加之原材料价格持续上涨,行情稳中偏强运行。本周全国混凝土价格指数报收140.04点,环比上涨0.20%,同比下跌7.47%……

2023-03-17 17:18:22

进入3月气温虽有回升,但东三省大多数工地、搅拌站仍未复工,企业出货量清淡。

2023-03-10 17:48:15

据中国水泥网行情数据消息,市场需求恢复尚可,加之错峰执行力度较好,周内中南地区水泥价格普遍通知上调,幅度在20-30元/吨左右。

2023-03-10 17:04:57

近期国内天气晴好,气温明显回升,施工条件良好。广东以及长三角地区需求恢复较好,但受资金等因素影响,其余大部分区域需求恢复仍不及预期,混凝土价格上行动力不足。本周全国混凝土价格指数报收139.76点,环比上周持平,同比下跌7.77%……

2023-03-10 16:58:38

本周国内混凝土市场需求仍有回升,但整体增长放缓,加之原材料涨幅落实情况仍有待观察,混凝土企业报价稳定为主。本周全国混凝土价格指数报收139.76点,环比上周持平,同比下跌8.08%……

2023-03-03 17:01:09

Since the 21st, some major manufacturers in Zhanjiang, Maoming, Yangjiang and Yunfu in western Guangdong have again notified an increase in cement prices by 30 yuan/ton, and the specific implementation remains to be observed.