水泥行业迎涨价潮 多家公司股价创新高

2020-04-22 09:07:33

据中国水泥网行情中心最新消息,8-11日湖南怀化地区海螺、台泥等主要企业通知上调各品种水泥价格15元/吨-20元/吨;13日起江西东北地区部分主导企业开始通知上调各品种水泥价格20元/吨

随着各地基建复工率的提高,对水泥需求逐渐回升以及国家政策的支持,水泥的价格也迎来了新一轮的“涨价潮”。在此背景下,周一的水泥板块个股纷纷大涨。

4月21日,水泥板块延续了周一的上涨趋势,截至收盘,水泥板块涨幅为0.39%。其中,祁连山和上峰水泥分别以15.62元/股和25.38元/股收盘,涨幅分别为4.41%和1.40%,股价均创历史新高。

政策加码基建项目开工

水泥价格迎来“涨价潮”

据国家统计局数据显示,今年前3个月全国水泥产量29907万吨,同比下降23.9%。其中三月份水泥产量14785万吨,同比下降18.3%。

进入2020年第二季度,各地基建陆续复工。据某媒体报道,截至4月1日,全国房屋建筑和市政基础设施工程在建项目共18.66万个,已开复工15.87万个,开复工率为85.06%,其中,开复工率90%(含)以上省(区、市)16个。

除了各地基建项目陆续复工,国家政策的落地也为水泥带去了利好。4月17日,中央政治局会议提出加强传统基础设施和新基础设施的投资力度,加大老旧小区改造;促进传统产业改造升级,扩大战略性新兴产业投资。此外,一季度国内新发行专项债额度约1.1万亿元,占提前发放规模的84%,其中流向基建的比例接近8成,后续或将提前发放第二批专项债额度。

业内人士对《证券日报》记者表示:“随着政策的加码,2020年基建投资的增速有望回升,同时也会进一步增强水泥板块的确定性。”

与此同时,多地区水泥价格也迎来新一波的上涨。据中国水泥网行情中心最新消息,8-11日湖南怀化地区海螺、台泥等主要企业通知上调各品种水泥价格15元/吨-20元/吨;13日起江西东北地区部分主导企业开始通知上调各品种水泥价格20元/吨;14日起甘肃平凉、天水地区主要厂家针对袋装水泥出厂价格上调10元/吨-15元/吨;15日起江苏连云港地区主要厂家通知上调各品种水泥价格20元/吨左右,盐城地区主要厂家高标水泥报价上涨20元/吨-30元/吨;16日起贵州贵阳、黔南地区主要企业陆续通知上调水泥价格10元/吨-20元/吨,其中高标散泥通知涨幅20元/吨,其余规格10元/吨。

长城证券分析师濮阳认为:“截至目前,熟料开工率、搅拌站产能利用率有所上升,熟料库容比下降,后续会支撑水泥的价格。分省份来看,青海、宁夏、甘肃等西北地区省份水泥价格较强劲。”

祁连山、上峰水泥

股价均创新高

4月20日晚间,祁连山发布了2020年第一季度业绩报告,公司一月份至三月份实现营业总收入5.8亿元,同比下降3.4%;归母净利润1255.2万元,同比下降2.5%。反观其二级市场的股价表现,并没有因为一季度业绩下降而受影响。截至21日收盘,祁连山收于15.62元/股,涨幅为4.41%,总市值为121.26亿元。年初至今,祁连山的股价涨幅为24.46%。

值得一提的是,祁连山股价在上涨,其部分销售区域的水泥价格也在上涨。据水泥内参公众号消息称,祁连山营销中心兰州公司决定自4月18日起对永登公司、兰州商砼公司各品种散装水泥出厂价格在现有基础上上调30元/吨,而就在4月16日,其刚刚宣布袋装水泥价格将上调20元/吨。仅三天时间,上述公司的散装水泥出厂价格每吨就上涨了50元。此外,祁连山天水销售公司和平凉销售公司也对水泥价格进行了不同程度的上调。

祁连山的水泥市场主要分布在甘肃、青海和西藏区域。国盛证券分析师黄诗涛表示:“甘青水泥市场格局良好,错峰生产严格执行下产能利用率已处较高水平,但价格仍属‘洼地’。随着基建需求拉动,区域景气有望持续稳步上行。”

再来看上峰水泥,其4月21日股价收于25.38元/股,涨幅为1.40%,总市值升至206.5亿元,年初至今,股价涨幅为38.76%。

上峰水泥的主要基地和市场位于华东区域,太平洋研报指出,华东区域目前库存降至五到六成,环比下降10个pct,浙江区域出货率已经连续多天超100%,一季度积压的需求集中释放,华东价格有望迎来普涨,公司有望持续受益。

从消息面上来讲,祁连山和上峰水泥股价创新高除了受政策加码、各个基建项目的落地以及所在区域水泥价格的上涨影响之外,也离不开其亮眼的业绩表现。

祁连山2019年的业绩从“开门红”实现了“全年稳”。2019年公司实现营业收入69.31亿元,同比增长20.03%;归母净利润12.34亿元,同比增长88.48%。

上峰水泥的年报显示,2019年公司实现营业收入74.12亿元,同比增长39.73%;归母净利润23.31亿元,同比增长58.35%。

All can be viewed after purchase
Correlation

On October 16, Gezhouba Cement held a briefing on production and operation in the first three quarters of 2024, summarized and analyzed the production and operation work in the first three quarters, and arranged for the deployment of key work in the fourth quarter. Gui Tongsheng, secretary of the Party Committee and chairman of the board of directors of the company, attended the meeting and made a speech. Yang Dan, deputy secretary of the Party Committee and general manager of the company, presided over the meeting.

2024-10-17 09:14:23

In his speech, Gui Tongsheng emphasized that the company must set up correct expectations, accurately position itself, maintain confidence and determination, coordinate short-term and long-term, scale and quality, development and safety, reform and stability, firmly shoulder the political responsibility of restorative growth, and continue to press forward towards the annual target task with solid work.

2024-08-09 09:57:02

According to the China Cement Network Market Data Center, the Northeast region shut down the kiln again for 15 days in August, which played a supporting role in cement prices.

2024-07-26 17:06:09

Yang Dan led a team to visit Anhui Conch Group to explore deepening strategic cooperation, focusing on smart factories, new energy, new materials and digital technology, and jointly promote the healthy and high-quality development of the cement industry.

2024-07-24 23:11:27

Jiangsu Jinfeng Group is also a large local enterprise in Jiangsu, the "leader" of the cement industry in Jiangsu, and the largest single cement production base in the country. After more than 40 years of development, the group has changed from an unknown small cement plant to 70.

2024-06-11 16:12:09

As the "special forces" of the cement industry, the two sides have a high degree of business fit and broad cooperation space. It is hoped that the two sides will focus on strengthening, optimizing and expanding the special cement business, further strengthen communication and docking, and promote complementary advantages and pragmatic cooperation.

2024-06-06 10:20:11

Let's look back on those historical moments that have gathered wisdom and stirred up thinking!

2024-05-09 10:19:56

In the next step, enterprises at all levels of China National Building Material Co., Ltd. will continue to implement Xi Jinping's ecological civilization thought, uphold the enterprise mission of "materials create a better world" of China National Building Material Co., Ltd., further restore green, expand green and increase green, actively carry out the construction of green factories and ecological factories, build garden factories and beautiful factories, and promote the harmonious coexistence of enterprises and nature, man and nature.

2024-05-06 09:24:59

Yang Dan thanked South Kazakhstan National University for its warm reception, and introduced the company's investment and development in Kazakhstan, as well as the development orientation and ideas of the cement industry.

2024-04-24 09:28:27

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

According to the data center of China Cement Market, the market in Northeast China has started initially, and the demand for cement has recovered poorly. The price of cement in Heilongjiang is stable for the time being, but the quotation of leading enterprises is different. There are few construction sites in Jilin area, and the price of cement is low. In Liaoning, the demand for cement in central Liaoning is insufficient and the price is running at a low level.

2024-03-30 12:55:26

She emphasized that the price war in the sand and gravel industry would be carried out in the future, and even there would be a dangerous situation of "1 yuan decides life and death".

2024-03-29 18:34:52

He pointed out that the cement industry has the basic conditions to implement the allocation of carbon quotas based on the industry benchmark method, and can adopt the industry benchmark method of historical output/actual output.

2024-03-29 18:27:01

He said that the two sessions set the situation of the real estate industry, defused real estate risks, reduced restrictive measures, increased the supply of affordable housing construction, and promoted new urbanization.

2024-03-29 18:23:38

He said that supply chain management is a new thing in China, especially in the construction industry, and there are some problems at all levels, such as insufficient understanding, institutional constraints, multi-level management, long chain and low decision-making efficiency.

2024-03-29 18:17:41

On March 29, the "2024 13th China Cement Industry Summit Main Forum and TOP100 Award Ceremony" was held grandly.

2024-03-29 18:00:30

He proposed that the cement industry should first establish and then break, first stabilize and then advance, and must realize that there is no winner in low-price competition, enterprises should look at the world; use differentiated competition, technological innovation and cooperation to replace low-price competition; rigid capacity reduction should be put on the agenda as soon as possible.

2024-03-29 17:13:52

According to the cement market data center, In the early stage, the leading enterprises in Guanzhong area of Shaanxi had notified to raise the cement price by 30 yuan/ton. Recently, the market demand has declined, coupled with the impact of price reduction in the surrounding market, the quotation of enterprises in Guanzhong area has dropped by about 20 yuan/ton in the week.

2024-03-29 17:12:50

He said that high-end technologies such as the application of intelligent and digital technologies have promoted the productivity innovation and the progress of production relations in the new era and new pattern of the cement industry.

2024-03-29 16:10:02

Li Huaihe said that the overall management of the construction industry is extensive and the level of information technology is low, so there is an urgent need for digital transformation to improve the efficiency and management level of the industry.

2024-03-29 15:07:06

Futures market can help cement enterprises better cope with market risks and promote better and more stable development of cement industry with high quality.

2024-03-29 14:01:49

He stressed that digital transformation and upgrading is essential to enhance the competitiveness of cement enterprises.

2024-03-29 12:15:59

Faced with difficulties and challenges, Xiao Jiaxiang proposed that the cement industry should maintain rationality and resilience, strengthen confidence, overcome difficulties and promote high-quality development of the industry.

2024-03-29 12:00:33

Shao Jun believes that the industry should analyze its internal and external causes, take the initiative to solve the problems of overcapacity, the elimination of the elimination, the merger of the merger, the volume of the volume, the development of the development.

2024-03-29 11:12:17

Lu Yanchun said that overcapacity and shrinking demand are the main contradictions in the current development of the cement industry.

2024-03-29 10:27:12

The introduction of the new version of GB 175-2023 General Portland Cement Standard will further improve the quality of cement products, play a vital role in promoting the high-quality development of the cement industry, and is an important achievement.

2024-03-28 19:34:43

At the meeting, Ba Taibin, senior consultant of China Cement Network and professor-level senior engineer of Zhengzhou Tonghui Design Institute, made a keynote report on "Research and Application of Deep Denitrification Technology at the Source of Cement Plant".

2024-03-28 19:27:49

At the meeting, Tao Congxi, the chief expert and professor-level senior engineer of China Resources Building Materials Technology Holdings Co., Ltd., made a keynote report on "3C Carbon Neutralization Theory and Practice Exploration in Cement Industry".

2024-03-28 19:26:37

Cement enterprises need to take green transformation, technological innovation, intelligent transformation and other means to complement each other and support each other as an overall strategy to jointly promote technological progress in the industry and meet the new era of green intelligence in the cement industry.

2024-03-28 19:16:46

On the morning of March 28, the 13th China Cement Industry Summit hosted by China Cement Network was successfully held. Associate Professor, Southwest University of Science and Technology Qi Yanyong brought a wonderful report to the summit on the theme of "Operation Method of Firing System under the Background of Carbon Emission Reduction".

2024-03-28 19:00:38

Two-pronged approach, two-wheel drive, based on the present, look forward to the future.

2024-03-28 18:58:59

Pan Zhonghong, deputy general manager of Anhui Conch Cement Co., Ltd., said that the current situation of the industry is very anxious and we do not want to see it. The serious overcapacity and the sharp decline in demand have further intensified the contradictions in the industry.

2024-03-28 18:49:53

On March 28, the 13th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held grandly.

2024-03-28 18:30:58

The realization of economic benefits by enterprises is the basis for the industry to achieve high-quality development.

2024-03-28 18:06:16

Zhang Jian, general manager of marketing department of Red Lion Holding Group Co., Ltd., said that at present, it is an indisputable fact that the cement industry has excess capacity and declining demand.

2024-03-28 18:04:10

Li Wei, vice president of China Resources Building Materials Technology Holdings Limited, said at the meeting that the industry situation this year will be more severe than last year. In terms of infrastructure construction, due to debt factors, the progress of infrastructure projects has slowed down significantly, which was not expected by the industry last year. In terms of real estate, the effect of the current stimulus policy is not obvious, and the confidence of the real estate industry is still insufficient.

2024-03-28 17:34:18

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.