[水泥指数]北方进入错峰停产季,南方涨势渐弱

2016-12-08 10:48:54

上周全国水泥价格延续上涨走势,随着气温的下降,北方地区进入市场淡季,一些省市出台12月初开始错峰生产的计划;南方天气条件较好有利于施工,部分地区企业继续相继出台价格上调通知,但整体来看涨势渐弱,局部地区价格出现松动。

  上周全国水泥价格延续上涨走势,随着气温的下降,北方地区进入市场淡季,一些省市出台12月初开始错峰生产的计划,11月底至12月初西北、东北大部分地区户外施工基本结束,除个别地区价格淡季下调大部分地区价格仍然高位维持。南方天气条件较好有利于施工,部分地区企业继续相继出台价格上调通知,成本端压力上涨是调价主要原因,但整体涨价趋势已经渐弱,长江沿岸熟料价格开始出现松动下行趋势。

  上周末中国水泥价格指数收报102.3,环比上涨0.38个点,已经超过2014年年同期水平,超过去年同期21.95个点;长江水泥价格指数收报95.63,环比上涨0.3个点,较去年同期上涨19.07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,上周出东北以为的其他五个地区水泥价格指数均出现上涨走势,其中西南地区价格指数环比涨幅最大,为1.21%,中南地区涨幅最小为0.13%。东北地区户外施工全面停止,市场进入冬休期,月中开始各地水泥企业开始陆续停窑,价格维持稳定。其他北方地区在12月初也开始进入错峰生产季,部分地区企业继续调高报价,但已出现有价无市的局面;南方地区需求尚可,部分地区企业因原材料价格上涨继续上调报价。

  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3个省市区出现价格周环比下降,有9个省市价格出现环比上涨。下降的省市中西藏地区价格跌幅最大,价格环比下降20元/吨,施工季结束需求迅速回落,西藏之前价格大幅上涨,上周回落20元仍保持高位。价格上涨的省份中安徽、云南、重庆、环比涨幅均超过2%,浙江、河南涨幅较小。

  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

  上周东北地区水泥市场处于冬休期,整体市场行情稳定。

  华北地区上周也出现需求下滑情况,重点项目支撑主导企业销量尚可。京津冀地区受河北停窑影响熟料供给迅速回落,河北1好大气污染防治调度令要求从11月15日开始错峰停产,冀中南各地已经执行,各地监督落实力度较大,企业库存处于低位,上周局部地区中小企业报价跟进上调,但影响不大;北京有重点项目支撑,主导企业维持市场运行;天津则同样受大气污染治理影响工程开工受限,需求依旧疲软。山西地区12月1日开始错峰停产,一些厂家已经开始陆续停窑。受供给侧萎缩影响,部分地区如吕梁、长治仍有重点项目施工,厂家报价继续上调。内蒙古地区受低温天气影响水泥市场运行基本结束。

  西北地区随着气温的继续下降,保持传统淡季特征,户外施工基本结束,市场价格整体表现稳定。新疆从11月率先开始错峰生产后陕西、甘肃已发布错峰生产通知,上周青海省也发布了错峰生产通知,要求12户水泥企业20台水泥窑从12月25日至明年4月1日期间累计停窑90天;其中,利用电石渣生产水泥的生产线和开展水泥窑协同处置生产水泥的生产线自12月15日至2017年6月30日期间,累计停窑90天。

  上周天气好转,华东地区需求有所回升,区域内局部地区企业价格上调属于前期价格调整的后续跟进,整体市场在前期价格上涨的情况下上周趋稳运行。浙江北部主要厂家中上调报价后上周走势平稳,沿江熟料价格开始出现松动;浙江中南部地区袋装水泥成交价出现回落,但主导企业有意后期再度推涨。安徽南部巢湖、合肥地区气温回升,但需求恢复缓慢,沿江熟料价格也开始出现松动。江苏南部地区需求销量均有所回升,主要厂家库存压力减小。山东市场需求季节性下滑,加之外来熟料流入,部分粉磨企业出现降价走量的反应。福建自12月1日起继续推进上调各品种水泥、熟料价格20元/吨,而福建、宁德等地由于前期涨幅较大此次涨价暂不跟进,从市场反馈来看,沿海市场价格出现下滑趋势,本次价格推涨有以涨促稳之意。

  中南地区两湖两广保持市场稳定,河南北部郑州及周边新乡地区11月底主要厂家陆续通知继续上调售价。湖南岳阳地区厂家11月底12月初普遍统治下调袋装水泥价格20元/吨,散装价格暂时未动;广东部分地区对于前期的普涨执行略有保留,市场涨价动力不足。河南天气转好需求提升,加之前期环保严查停产停工导致年底部分工程有赶工期现象,但大部分地区需求不足,部分未停工的水泥企业库存上涨,价格有松动回落迹象。

  西南地区上周部分省市水泥价格出现明显上调,重庆主城区及渝西北等区域主导企业上调袋装水泥30元/吨,原计划22日上调散装水泥延后至29日开始上调,29日多家厂家陆续发出价格上调的通知。受重庆价格联动的影响,四川部分地区29日主要厂家也发布了上调散装水泥价格的通知。云南部分地区价格继续上调,26日部分地区对各品种水泥价格上调30元/吨左右,12月1日大理、丽江、迪庆等地水泥报价继续上调。贵州则略显平稳,价格继续上调动力不足,近期以维稳为主。

  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


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Correlation

According to the information from China Cement Market Data Center, the price in Chongqing and Northeast Chongqing in the southwest region has risen by 30 yuan/ton, and the implementation remains to be observed; the price in Changdu, the Xizang, has risen by 50 yuan/ton, and the implementation remains to be observed; Sichuan and Yunnan maintain stable operation.

2024-11-15 17:34:42

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

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

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 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

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

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

The demand for concrete in North China is weak and the price is under pressure.

2024-08-30 16:29:57

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

According to China Cement Network Market Data Center, the market demand in southwest Sichuan and Chongqing continued to be weak, cement prices in some regions fell by 10-20 yuan/ton, and Yunnan-Guizhou region was mixed. The market demand continued to be weak due to the high temperature off-season in Sichuan and Chongqing, and some enterprises in Sichuan lowered the cement price to increase the shipment volume, while the original plan to raise the price in Chengdu was not implemented. The demand for cement in Chongqing is declining and the price is stable. Rainy weather in Yunnan is frequent, market demand is low, and prices in some areas have fallen after pushing up. Cement prices in Guizhou are generally stable.

2024-08-09 17:19:44

Northeast China is implementing the policy of off-peak kiln shutdown in August according to the established plan. In this context, cement manufacturers have no plans to further raise prices, so the market quotation remains stable. However, the demand for cement in Liaoning has been reduced due to frequent precipitation in the rainy season recently. Although the cement price of large factories is still at a high level, the overall demand is low, which may have a volatile impact on future prices.

2024-08-09 16:45:29

The rainy season in North China affects construction, market demand is low and prices are weak and stable.

2024-08-09 16:25:44

This week, the Beijing-Tianjin-Hebei building materials market continued to be depressed due to adverse weather and environmental control demand. Cement prices in the Beijing-Tianjin-Tangshan region were generally stable, but some brands showed signs of decline, and the market operation showed a weak and stable trend. The central and southern areas of Hebei tried to raise the price by 30-50 yuan/ton, but the actual implementation effect was not good. At the same time, the market demand in Shanxi and Inner Mongolia is weak and the market remains relatively stable due to the off-peak shutdown.

2024-08-09 16:21:01

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 shutdown of kilns in Liaoning, Northeast China, was extended to 20 days in August, the overall price was high and stable, the demand performance was not good, and the momentum to push up again was insufficient.

2024-08-02 17:28:08

According to China Cement Market Data Center, the demand and sales in southwest China are sluggish, cement prices in Sichuan and Chongqing continue to fall, and some regions have fallen back to the level before the price increase in June. Some markets in the surrounding Yunnan-Guizhou region are still pushing up in the week, and the implementation remains to be observed.

2024-08-02 17:25:15

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 the market data of China Cement Network, affected by the high temperature weather and rainy season, the demand performance of Beijing-Tianjin-Hebei region is flat and the price is weak.

2024-08-02 17:12:52

According to the cement network market data center news, Ningxia prices continue to decline; Shaanxi region recently due to the contradiction between supply and demand and price competition led to a larger price reduction.

2024-08-02 16:39:35

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 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

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

Rainy weather restricts demand and concrete sales fluctuate

2024-07-26 15:38:44

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

2024-07-26 15:37:00

Shaanxi Guanzhong and Ningxia markets continued to fall.

2024-07-26 15:34:14

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

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

2024-07-26 14:38:38

According to China Cement Market Data Center, cement prices in Sichuan, Chongqing and parts of Yunnan fell by 20-50 yuan/ton this week, and Guizhou continued to push up by 60 yuan/ton. Whether it can be implemented remains to be seen.

2024-07-19 17:19:24

According to the market data of China Cement Net, the price in Beijing, Tianjin and Hebei is stable as a whole, the high temperature and rainy season weaken the demand, and the average price of Shijiazhuang manufacturers is slightly reduced to promote sales; the market in Inner Mongolia and Shanxi is stable at present.

2024-07-19 15:39:30

According to the cement network market data center news, the market in Guanzhong area of Shaanxi Province is affected by multiple factors, with a price decline of 40-50 yuan/ton.

2024-07-19 15:25:30

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, the overall market demand and sales in southwest China are weak due to the off-season market and the impact of rainy weather. The price of cement in some markets of Sichuan, Chongqing and Yunnan has been loosened and declined, ranging from 20-50 yuan/ton.

2024-07-12 17:26:00

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 market data of China Cement Net, the cement market in Beijing, Tianjin and Hebei has stepped into the off-season, and the push up has not been implemented, and the central and southern parts of Hebei are slightly loose; the market in Inner Mongolia is stable, and the push up is slow; the effect of the early push up in Shanxi is not good, and the market is stable at present.

2024-07-12 15:53:15

According to the cement network market data center news, thanks to the staggered peak kiln, most of the market is relatively stable.

2024-07-12 15:50:01

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

According to China Cement Network Market Data Center, Liaoning cement market sales are stable, and the price of cement has been raised by 60 yuan/ton since the 5th. The price increase is expected to be good, and the price fluctuation in Heiji area needs attention.

2024-07-05 17:21:53

According to the data center of China Cement Market, the southwest region has been frequently attacked by rain recently, which has hindered the construction of some construction sites and led to a decline in market demand and sales. Cement prices in some areas fell during the week, and the overall market showed a weak downward trend.

2024-07-05 17:18:44

According to the market data of China Cement Network, the cement industry in Beijing-Tianjin-Tangshan region is facing double pressures of raw material contraction and off-season demand.

2024-07-05 16:18:06

According to the cement network market data center news, the overall market is stable and weak, some enterprises in Hanzhong area of Shaanxi Province notified an increase in cement prices by 50 yuan/ton, the implementation remains to be observed.

2024-07-05 16:15:11

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 data center of China Cement Market, the price of cement in Northeast China is generally stable, the demand is stable, and the expectation of off-peak kiln shutdown is good.

2024-06-28 17:09:41

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 market data of China Cement Net, the price of cement in Beijing, Tianjin and Hebei is facing pressure in summer, and the implementation of the plan to shut down kilns in Hebei in July is to be observed; the demand in Shanxi is weak, and the implementation of pushing up is to be observed; the market in Inner Mongolia is relatively stable.

2024-06-28 15:38:08

Recently, the overall domestic demand has declined steadily, coupled with the weakening of local cost support, and the price of concrete has been stable and small. From November 14 to November 20, the national concrete price index closed at 112.35 points, down 0.13% annually and 10.08% year-on-year.