[周评]华东:九月上旬峰会影响持续 浙江处全面上行通道

2016-09-13 15:58:13

受G20峰会停窑限产影响,八月底华东长三角江浙沪皖地区水泥、熟料价格均有上调。九月上旬峰会影响持续,江西及浙江水泥价格继续上调,目前浙江地区水泥价格处于全面上行通道。与此同时,“金九银十”到来,需求逐渐回升,多地水泥、熟料价格有上调预期。

  受G20峰会停窑限产影响,八月底华东长三角江浙沪皖地区水泥、熟料价格均有上调。九月上旬峰会影响持续,江西及浙江水泥价格继续上调,目前浙江地区水泥价格处于全面上行通道。与此同时,“金九银十”到来,需求逐渐回升,多地水泥、熟料价格有上调预期。

  江苏:8月26日水泥、熟料价格普涨20-30元/吨,峰会期间苏南配合限产,价格涨后趋稳,9月7日起厂家陆续恢复生产。9月上旬苏北徐州、连云港等地受皖北、鲁南价格上调带动,继续喊涨20元/吨,落实有待观察。据目前市场形势,厂家涨价意愿较强,金九银十价格继续上调预期较大。

  浙江:受G20峰会召开影响,停窑限产力度较大。其中杭州、绍兴、金华、衢州等核心区域磨机基本全停,发运停滞,沿海地区相对略好,磨机产销平衡,但销量也降至三到四成水平。目前来看,由于峰会前期各主要企业全力补充库存,后期出货受限,现省内水泥、熟料库存基本维持在五到六成水平,沿海企业略高。

  水泥价格方面,9月7日-8日金华、建德、衢州、丽水及绍兴、杭州市场水泥价格普遍开始上调,其中低标价格上调20元/吨,高标及熟料价格上调30元/吨,发往沿海甬温台及闽东价格同步上涨。

  此外,浙北湖州、嘉兴等地以及沿海海螺水泥价格已于8月26日-27日提前上调。目前浙江地区水泥价格处于全面上行通道,浙中南地区九月中下旬仍有提价20-30元/吨的预期,十月主导企业也有意进行一至两轮的上调。

  上海:受苏南、浙北价格上调影响跟随上涨,从9月上旬的情况来看,上调基本落实到位。

  安徽:受G20峰会影响,局部地区实行停窑限产措施,加之8月底皖南市场水泥、熟料价格上涨,推进了皖北市场价格上调。8月底至9月上旬,皖北蚌埠、亳州、淮南、宿州、阜阳、淮南、淮北等地主要厂家连续上调水泥价格,对不同规格水泥价格走高10-40元/吨不等。调后目前皖北地区水泥主流出厂P.C32.5R袋装为245-265元/吨,P.O42.5散装245-275元/吨,其中少数厂家P.O42.5散装外销或船运价仍在210-230元/吨。

  天气渐凉,市场进入传统金九银十时期,需求回升,安徽省内尤其沿江地区水泥、熟料价格仍有上调预期。

  江西:G20期间停窑限产配合力度较大,尤其是赣北地区。区域主要窑线停14条左右,其中九江地区暂未停。水泥价格方面,全省除吉安地区以外,各地水泥价格在8月中下旬报价普遍上涨20-30元/吨。进入9月,省内价格继续上调,8月31日-9月1日赣东北各主要厂家水泥及熟料价格上调20元/吨;同时浙江区域生产企业发江西市场全品种水泥上涨20元/吨。9月4日赣北、赣西、赣南等其余地区全品种陆续跟进上调20元/吨,全境完成一轮推上涨,预计9月中下旬有再一轮提价的可能。

  福建:江浙皖地区G20峰会阶段停窑限产供应趋紧,尤其浙江地区因交通管制对闽东北发运减少。为提升盈利,9月7-9日宁德地区宁德海螺袋装水泥报价上调10元/吨后,建福、金牛等水泥跟涨10-20元/吨,尤其海螺对闽东沿海高标水泥离岸价通知上调10元/吨。周边福州市场海螺近日虽也通知上调10元/吨,但未执行。9月11日海螺提涨5元/吨,其余厂家暂无动静。

  此外,八月底龙岩、漳州、厦门地区高标散装水泥上涨10元/吨。龙岩厂家的销价上调有利于提升闽南市场价格。目前龙岩地区P.O42.5散装主流地销出厂价为195-235元/吨,外销梅漳厦等地价格偏低,仍在165-180元/吨。

  山东:8月中旬各企业有意上调水泥价格30元/吨,实际除沿海等一部分地区有价格上涨,整体落实并不理想。9月起开始全省停窑,其中山水、中联提前停窑,但也有少部分窑线未参与统一停窑。或受限产推进,枣庄、淄博、潍坊、济南、临沂等多地水泥出厂上扬5-20元/吨不等,市场整体低价成交减少。

  相关产业信息:

  发改委已批复逾万亿项目 投资仍是稳增长主要力量

  今年1-8月,发改委累计批复基建投资项目逾万亿元。业内人士表示,在全球经济弱复苏的背景下,投资对各国经济增长发挥着重要作用。从中国来看,今年以来,投资仍是稳增长的主要力量。在适时扩大总需求、加快推进供给侧结构改革背景下,投资在稳增长的同时,还在“补短板”和培育经济新动力方面发挥着重要作用。

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  PPP模式助力轨道交通建设 万亿投入助新订单大增

  8日,发改委召开城市轨道交通投融资机制创新研讨会,重点介绍了港铁可持续发展的PPP模式经验、北京四号地铁线PPP项目运作等情况。机构预计,从2016年到2020年,我国城市轨道交通总里程预期7000公里至7500公里,总里程数将翻番,复合增速将达18%左右。城市轨交的投入至少可达2 万亿元以上,将给工程建设、轨交设备和维护运营市场带来大量新增订单。

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Correlation

Raw material prices continue to decline, and the concrete market in East China is weak..

2024-12-20 17:19:48

Raw material prices continue to decline, and the concrete market in East China is weak.

2024-12-13 19:14:52

The market demand has not changed significantly, and the price of commercial mixing in East China is temporarily stable.

2024-12-06 16:52:33

Weak and stable demand, stable and weak operation of concrete quotation

2024-11-29 16:26:28

Demand declines year on year, concrete prices are weak and stable..

2024-11-22 16:48:10

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

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

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

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

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

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

2024-08-02 16:50:42

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

In order to reduce inventory pressure, cement prices showed signs of a slight decline.

2024-07-26 15:37:00

Affected by the typhoon weather, the price of concrete was under great pressure during the week.

2024-07-26 14:38:38

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 China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-07-12 15:40:36

The terminal market demand is bleak, and the concrete price is weak and stable.

2024-07-05 16:46:41

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-07-05 16:08:54

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-06-28 15:27:41

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 Market, in the traditional off-season of June, demand has declined, and cement prices around the country have fallen.

2024-06-07 13:59:27

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

The overall demand is flat, and the price of concrete is weak and stable.

2024-05-31 14:00:33

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

Demand is poor, and concrete prices in some regions have begun to decline..

2024-05-24 14:36:22

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

The market demand performance is general, and the commercial mixed market is expected to decline.

2024-05-17 15:40:53

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

Because the price is at a relatively low level, the price has been stabilized in various regions.

2024-05-11 15:34:47

Affected by the decline in raw material prices in East China, concrete prices also fell slightly this week.

2024-04-26 15:23:49

According to the China Cement Network Market Data Center news, the recent rainy weather in East China is more, the market demand performance is not good, the implementation of cement prices after the downturn. Cement prices in the Yangtze River Delta market are expected to fall sharply from the end of April to the beginning of May.

2024-04-26 14:49:24

Driven by the rising price of raw materials, the price of concrete may be stable and strong.

2024-04-19 17:30:21

According to the China Cement Network Market Data Center news, this week, all regions basically completed a round of general rise, but the implementation of individual regions is not good.

2024-04-19 15:53:19

According to the data center of China Cement Market, major manufacturers in some areas of Jiangsu, Zhejiang, Shanghai and Anhui notified a general rise within a week.

2024-04-12 17:25:59

East China: Concrete demand picks up (4.08-4.12)

2024-04-12 17:10:11

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

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2024-04-07 17:31:22

Rainy weather, weak demand, weak and stable concrete prices..

2024-04-07 15:23:06

According to the China Cement Network Market Data Center news, 25 major manufacturers in Nanjing notice to raise the price of bulk cement 20 yuan/ton, the implementation remains to be observed. The market demand in other regions is general, and the cement market is stable and weak.

2024-03-30 13:06:23

Rainy weather, demand weakened, the overall price of concrete is mainly weak..

2024-03-29 14:46:19

According to the data center of China Cement Market, the market demand in East China is bleak this week, and the cement quotations of enterprises all over the country have declined.

2024-03-22 17:40:09

Raw material prices are falling, concrete prices are stable and falling..

2024-03-22 14:59:16

According to China Cement Network Market Data Center, the market demand in Jiangsu has recovered recently, and some major manufacturers in Yancheng have pushed up the price of cement by 10 yuan/ton since the 14th.

2024-03-15 16:03:55

The weather improves, the demand picks up, and the price of concrete is stable.

2024-03-15 15:13:23

According to the China Cement Network Market Data Center news, this week, the Yangtze River Delta region is dominated by stable prices, and the decline in cement prices in some areas still exists. Although the Shandong region has pushed up, the implementation is not good enough.

2024-03-08 11:32:59

The price of raw materials has fallen, and the price of concrete in some areas has loosened..

2024-03-08 11:00:55

Near the end of the year, the domestic concrete market demand continued to weaken, the cost support declined compared with the previous period, and the price of concrete in many places declined steadily. From December 19 to December 25, the national concrete price index closed at 111.39 points, down 0.80% annually and 10.97% year-on-year.