[周评]中南:涨势渐显 两湖及河南积极上调水泥价格

2016-08-16 09:17:02

八月的中南一改在七月呈现的低位运行局面,水泥价格出现涨势,两湖及河南三省上调动作尤为积极,两广行情相对偏弱。

  八月的中南一改在七月呈现的低位运行局面,水泥价格出现涨势,两湖及河南三省上调动作尤为积极,两广行情相对偏弱。

  湖北:或受月初鄂东地区水泥价格上涨30元/吨带动,上周上调范围扩大。6日起咸宁、襄阳等鄂东南及鄂北地区水泥价格报价跟随上调30元/吨。目前各主要厂家对咸宁一带赤壁、洪湖、通城、崇阳及湖南岳阳临湘等关联市场价格已上调,咸宁地区P.O42.5散装主流出厂价为210-240元/吨。

  湖南:因近几月来雨水天气较多,娄底、邵阳地区价格行情持续低迷。自七月下旬南部郴州、永州水泥价格率先上调后,8月5日起娄邵一带主要厂家普遍上调42.5级散泥出厂30元/吨,调后两地P.O42.5散装主流地销出厂价230-250元/吨。据悉,近日衡阳一带水泥价格也有上调预期,幅度基本在20-30元/吨。

  广西:东部桂林、贺州地区或受湖南价格上调带动,部分关联市场水泥、熟料价格上行15-20元/吨。但总体来看,受高温及雨水影响,南宁及周边桂西南市场行情仍呈趋弱表现。

  广东:同样受高温、降雨影响,整体需求恢复不足,价格行情继续上涨动力不足。另据中国水泥网行情数据中心消息,廉江丰诚华润点火后,于6月中旬开始发售P.O42.5散装水泥,新增产能逐渐释放,对区域市场价格体系影响较大。8月7-8日区域主导企业华润、海螺相继下调水泥价格20-30元/吨,周边廉江、雷州等地价格跟随下行。

  河南:8月3日各品种水泥价格上调30元/吨后,各企业有在8日继续上涨水泥价格20元/吨的意愿,但目前来看,各地涨价程度不一。其中中北部分地区企业积极性相对较高,上涨30-40元/吨。

  环保压力致使今年河南停窑限产力度空前。河南省于7月打响大气污染防治攻坚战,制定了严厉的“1+6+7’体系,为保障该体系的执行,郑州、新乡、焦作、鹤壁、安阳等地水泥厂自7月1日-9月底实行限产50%。同时为保障G20峰会期间的环境质量,郑州、濮阳、许昌、漯河、商丘、南阳、信阳、周口、驻马店等9市按照国家统一要求,各水泥厂将在规定时间内执行错峰停窑,保障空气质量达到优良水平。

  据初步统计,目前河南省66条(2000t/d以上)窑线,共计停窑34条:郑平地区停7条;新乡地区停8条;洛阳地区停8条;南阳地区停9条;安阳地区停2条。同时,受环保检查影响,河南大部分地区工地、搅拌站处于停工状态,市场终端需求疲弱,部分水泥企业因此库存高位,也有被迫停窑。鉴于市场需求疲软不足,八月价格连番上调落实情况仍待观察。

  相关产业信息:

  全国PPP引导基金突破7000亿 望撬动万亿建设热潮

  在国家级引导基金频频出手签约的同时,地方设立PPP引导基金的进程也在提速,市政、环保、交通等项目已经在全国各地全面开花。目前我国国家级和地方级引导基金规模合计已经超过7000亿元。业内预计,千亿基金将撬动起万亿规模的建设热潮。

  1-7月全国房地产开发投资同比增长5.3%

  根据国家统计局发布的数据,2016年1-7月份,全国房地产开发投资55361亿元,同比名义增长5.3%,增速比1-6月份回落0.8个百分点。其中,住宅投资36981亿元,增长4.5%,增速回落1.1个百分点。住宅投资占房地产开发投资的比重为66.8%。

  碳定价争议仍存 更严苛配额制未来可期

  在我国碳交易市场的推行过程当中,依然面临着核查成本过高、配额制不成熟、碳价偏低等问题。“要制定严格的总量控制目标,如果碳价过低,就用更严更低的配额制来调节。”国家发展改革委能源研究所研究员姜克隽在接受采访时告诉记者。

  中国地区经济分化 传统行业阵痛还在持续

  8月12日上午,国务院新闻办就2016年7月份国民经济运行情况举行新闻发布会。国家统计局新闻发言人、国民经济综合统计司司长盛来运认为,中国目前正处在结构调整的关键时期,传统产业过剩和市场有效需求成长不足的矛盾还是比较大,传统产业调整的阵痛还在释放。

  中国“一带一路”规模高达1.4万亿美元

  根据新近的一份分析报告,中国重振连接欧亚古丝绸之路的宏伟计划,其所产生的深远影响可能会远大于马歇尔计划或是欧盟东扩。据了解,在美欧政治前景高度不确定的形势下,这一被称作“一带一路”的铁路、公路、港口建设计划将给沿路各地带来经济繁荣,进而使中国的软实力地位大大增强。根据估算,整个计划价值高达1.4万亿美元。

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Correlation

There is no big change in the price of concrete in central and southern China.

2024-11-15 16:22:55

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

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

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

2024-10-18 17:14:14

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

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

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 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 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

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

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

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

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

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

According to the data center of China Cement Market, due to the low ex-factory prices in various regions, some regions began to resume pricing this week.

2024-08-02 16:30:32

According to the data center of China Cement Market, the intensity of peak staggering has been increased, and the price of cement in Yunnan-Guizhou region has been raised by 30-100 yuan/ton, and the implementation remains to be observed. Cement prices in some markets in Sichuan and Chongqing have dropped by 30-50 yuan/ton.

2024-07-26 16:56:03

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

The main areas of central and southern Hebei have been notified to raise the price of cement by 30-50 yuan/ton. At present, the demand is general, and the implementation remains to be observed.

2024-07-26 15:29:35

According to the China Cement Network Market Data Center news, many off-peak production, in order to reduce inventory pressure, cement prices slightly declined signs.

2024-07-19 15:20:00

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 Market, the price of cement in Guangdong and Guangxi markets has been stable after rising in the week. At present, the overall price of the two lakes region is mainly stable, and there is a decline in some areas.

2024-07-05 17:16:30

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 cement network market data center news, this week, cement prices in Guangxi have stabilized after rising, and the actual implementation range in Guangdong and Hainan has narrowed.

2024-06-21 16:03:50

According to the market data of China Cement Net, the price increase in some areas of central and southern Hebei has not been effective, while the demand in northern Hebei has declined due to the high temperature, and the overall price has remained stable; the demand in Shanxi Province is weak, and the implementation of the price increase remains to be observed; the market in Inner Mongolia is relatively stable.

2024-06-21 15:42:33

According to China Cement Network Market Data Center, after entering the Meiyu season, with the continuous rainfall causing many construction sites to be blocked, the demand for cement has decreased significantly, the market has entered a downturn, and cement prices in many places have fallen this week.

2024-06-21 15:20:15

According to the data center of China Cement Market, the high temperature weather continues, the demand is flat, and the price has stabilized in many places.

2024-06-14 19:37:39

According to the data center of China Cement Network, some areas in central and southern Hebei in North China have once again pushed up the price of cement by 30-50 yuan/ton and the price of clinker by 20 yuan/ton. The overall market demand is insufficient, and the implementation remains to be observed.

2024-06-14 17:45:01

According to China Cement Network Market Data Center, driven by factors such as kiln shutdown and the implementation of the new national standard, the price of cement in Guangxi Province has risen by 30 yuan/ton, and the implementation remains to be observed. The Guangdong market is tepid, and the quotation is temporarily stable. After the market of the two lakes rose, the implementation was not good.

2024-06-07 16:54:49

Demand is poor, concrete prices are stable and falling..

2024-06-07 14:16:56

According to the data center of China Cement Market, the new national standard will be launched soon, and enterprises all over the country are expected to push up in the week.

2024-05-31 16:25:59

According to the market data of China Cement Network, the market demand is low, the overall market price is temporarily stable after falling, and there may be a price increase expectation in June. Many places in the two lakes notified the price increase.

2024-05-31 16:12:40

China Cement Network Market Data Center news, driven by raw materials in East China, Jiangsu, Zhejiang, Shanghai, Anhui and other places in the week notified an increase in cement prices of about 10-50 yuan/ton.

2024-05-24 15:36:57

According to the market data of China Cement Network, the rise in raw materials has led to an increase in production costs, and enterprises in eastern Hubei and Changde have notified an increase in cement prices by 20-30 yuan/ton.

2024-05-24 15:29:42

According to the data center of China Cement Market, the overall demand for cement in East China has been bleak in recent years, and cement prices in many places have been lowered to varying degrees.

2024-05-17 17:31:09

China Cement Network Market Data Center News, the recent rise in raw material prices in central and southern China, the rise in cement production costs, the local market in Guangdong and Guangxi cement prices increased by 15 yuan/ton, the implementation remains to be observed. Prices in the two lakes, Henan and other markets fluctuated little during the week.

2024-05-17 17:17:38

According to the data center of China Cement Market, prices in some parts of East China have declined this week, but many places have stabilized prices.

2024-05-11 16:48:37

According to the market data of China Cement Network, the Beijing-Tianjin-Hebei region has once again tried to push up prices, and major enterprises in Baotou and Tongliao regions of Inner Mongolia have also tried to push up prices, and the implementation remains to be observed.

2024-05-11 16:05:21

According to China Cement Market Data Center, cement prices in central and southern China were mixed this week, with cement prices in Hainan and parts of Guangxi rising by about 10-30 yuan/ton, while other market prices fell.

2024-04-28 10:03:06

According to the data center of China Cement Market, or driven by the rising prices in the peripheral market, the price of cement in some areas of the two lakes has been raised by 30 yuan/ton since the middle of the year, and the implementation remains to be observed. The price of bulk cement of some enterprises in the Pearl River Delta of Guangdong has been slightly reduced by about 20 yuan/ton, while the quotation of other enterprises in the same industry is temporarily stable.

2024-04-19 16:32:07

According to the data of China Cement Network, the overall market is weak, with prices falling by 15-40 yuan/ton in central and southern Hebei and north of Jinzhong.

2024-04-19 15:34:55

According to the China Cement Network Market Data Center, some enterprises in Henan began to stop kilns at the wrong peak, the two lakes region had a strong willingness to raise prices, and prices in Guangdong and Guangxi were under pressure.

2024-04-12 17:09:16

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

According to the data center of China Cement Market, the demand in many places is general, the price continues to decline, and the price push has little effect.

2024-03-30 00:48:34

The demand for cement in Shanxi market has recovered poorly, and the market demand has declined. Recently, the price of cement in northern Shanxi has dropped by about 10-30 yuan/ton, while the price of cement in other markets in the province is weak.

2024-03-29 17:32:00

Adani is also a big man in the Indian cement industry and is the second largest cement producer in India. He entered the industry in 2022 with the acquisition of Holcim's cement business in India, which acquired about 70 million tons of cement per year for $10.5 billion. Adani plans to expand its annual cement production capacity to 140 million tons by 2028. Adani has previously invested $1.6 billion to acquire Sanchi Cement and Penna Cement, and is expected to acquire an additional 21 million tons of production capacity.