[水泥指数]价格涨势放缓,局部地区已现松动

2016-09-29 09:06:18

上周全国水泥价格涨势明显放缓,华东地区涨价余波仍在,但局部省份价格已经出现松动下行。江西省9月份第二轮价格全面上涨引领华东地区价格上行,同时长三角一带在G20峰会之后水泥发货量增加,企业为提升效益继续涨价。由于环保压力河南工地及搅拌站仍存在大量停工,前期价格大幅上涨最终难以落地,全省价格出现普降之势。

  上周全国水泥价格涨势明显放缓,华东地区涨价余波仍在,但局部省份价格已经出现松动下行。江西省9月份第二轮价格全面上涨引领华东地区价格上行,同时长三角一带在G20峰会之后水泥发货量增加,企业为提升效益继续涨价。由于环保压力河南工地及搅拌站仍存在大量停工,前期价格大幅上涨最终难以落地,全省价格出现普降之势。

  上周五中国水泥价格指数收报86.97,较中秋节前环比上涨0.15个点;长江水泥价格指数收报83.4,环比上涨0.29个点。

  图1:近三个月全国及长江区域价格指数走势

  数据来源:中国水泥网,中国水泥研究院

  分区域来看,上周华北、华东、西南地区价格指数均出现环比上涨,华北地区主要是山西个别城市水泥价格上行,华东地区长三角一带价格继续上涨,西南地区价格指数上扬则主要是因重庆价格出现小幅上涨。东北地区上周价格指数未出现明显波动;中南、西北地区出现小幅下降,河南价格普降是导致中南地区价格指数走弱的主要原因。

  表1:六大区域价格指数变化

  数据来源:中国水泥网,中国水泥研究院

  分省市来看,上周价格出现上涨的有10个,数量较前期有所下降;涨幅最大的是江西省,P.O42.5散装均价环比上涨2.58%。上周价格出现下降的只有一个省份--河南,降幅为2.08%。无论从价格变动省份个数还是从涨跌幅度来看,上周价格整体变化幅度较前期已经明显放缓。

  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,中国水泥网行情数据中心

  上周华北地区市场继续平稳运行,周内运输新政启动,运费上涨两到三成,受此影响后半周水泥销量有所下滑;北京地区砂石运费大涨,商混用量下降导致水泥发货量走低。20日河北地区继续召开错峰生产会议,计划省内9月27日-10月7日停产,冀北唐山、张家口、承德及冀南邢台地区根据实际情况安排停产时间,到10月底停窑天书必须大于10天。同时,受原燃料及运费价格上涨影响,水泥端价格有上行动力,但前期涨价仍有很多小厂未能跟进,预计下一轮价格上涨动力较大。山西下旬大通、忻州、朔州陆续开展停窑限产,各主要厂家停3-5天不等;内蒙古行情暂稳。

  东北地区延续上旬态势,辽宁部分地区企业自9月份以来价格有所上调,但实际执行情况不甚理想,吉林、黑龙江市场无明显波动。9月上旬吉林省化解水泥产能过剩专题工作会议在长春召开。提出计划以亚泰集团、北方水泥、冀东水泥和金隅水泥为主体,按照市场运作、协会组织和政府推动的原则,通过重组的方式组建吉林省水泥集团有限公司,一体化经营管理,并逐步实现压减熟料产能800万吨的目标。如果该方案能够实施,吉林省市场格局将出现巨大改变,对于东北三省的水泥市场将产生重大影响。

  9月份西北地区除陕西关中、宁夏银川一带价格有上行表现,其余地区市场价格总体稳定。近期天气情况较好,甘肃、青海部分厂家产销情况有所好转。甘肃兰州下半年继续推行30%限产措施,新疆同样坚持限产穏价,库车每条生产线全年正常生产120天左右,阿克苏、库尔勒继续执行隔月停窑限产。

  G20峰会后,华东地区涨价余温仍在。江西省厂家涨价意愿强烈,18日江西各地再次上调全品种水泥20元/吨,熟料价格同步上调20-30元/吨,出现9月份以来第二轮全面价格上涨。安徽沿江地区除少数生产线仍在停窑检修,各主要企业窑、磨均已陆续开启,加之天气晴好,本地需求及外来船运需求皆有增长,沿江安庆一带上调水泥、熟料出厂价10-20元/吨。浙江工地、搅拌站陆续复工但需求回升不明显,为提升盈利23日海螺、南方等主要厂家计划23日上调沿海温州、台州市场高标号水泥20元/吨,其余地区也有提价计划。江苏苏南地区中秋节前后出现小幅松动下滑,市场需求一半,主导企业仍在酝酿推涨价格。福建龙岩、三明、漳州、厦门等地在21-22日价格开始上调,各主要厂家已陆续发布价格调整通知,但由于需求不旺,部分大厂对经销商及大客户涨价落实幅度只有一半左右。山东省第二轮全省夏季错峰停窑在20日结束,但由于前期价格推涨未完全落实到位,且当前需求依旧不足,预期后期或会有降价争夺市场的情况出现。

  中南地区两湖地区继续落实前期价格推涨,两广局部地区价格调涨继续进行,河南则出现价格回落。前期价格上调后两湖销量出现短时下滑,经过一段时间的消化上周两湖区域产销略有好转,全面价格上调也逐渐落实。在上旬广西贵港、玉林等多低价格上涨后,上周崇左地区主导企业价格跟随上调,南宁市场价格暂稳;广东上周只有江门、深圳地区部分企业价格上调。河南区域环保严查仍在继续,工地及商混站仍有大量停工,由于市场需求不足,前期涨价无法落实上周出现回落现象,各地水泥价格普降10-20元/吨。

 西南地区上周略有阴雨,四川地区受影响较大,短时出现波动。上周重庆个别企业价格出现上调,这只是前期价格上涨的延续。贵州、云南地区上周价格暂稳,云南地区企业有上调意愿,预计10月份价格将有所变化。

  各省市价格变动详情如下表:

  表2:上周各地水泥品牌价格变动详情(元/吨)

  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 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 Northeast concrete market is weakening.

2024-11-08 16:28:02

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

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.