需求暴涨!江西、甘肃、浙江、宁夏、江苏、湖南、福建……数十城水泥价格上涨

2020-04-30 09:17:07

市场恢复对水泥需求的拉动明显是导致当前水泥价格大范围上涨的重要原因。

近段时间,国内多省市水泥价格继续上涨。

据中国水泥网行情数据中心消息,包括浙江、江苏、湖南、江西、甘肃、福建等省在内的数十城水泥价格上涨,更有地区企业已经提前发布涨价通知。随着工程复工进度的加快,后期水泥价格有望继续上调。

全国水泥价格指数在经历了年后的一路下跌之后,已经开始企稳回升。

具体来看:

江西:据中国水泥网行情数据中西消息,或受周边南昌市场涨价带动。为提升盈利,4月28日起江西九江地区主要企业陆续开始通知对各品种水泥价格上调20元/吨。其中海螺水泥在主城市场价格相对偏高,本次对市区以外其他区域进行调整。此外,赣西陆续普涨之后,4月25日-27日宜春、新余地区企业通知跟进上调各品种水泥价格20元/吨。全省水泥价格基本完成上半年第一轮上调。

同日,最先开启江西水泥价格年后第一轮上涨的赣东北区域水泥价格再度上调,如果落实江西上半年第二轮水泥价格上调将正式开启。

据中国水泥网行情数据中心消息,据市场反馈,江西赣东北地区主导企业继中旬上调水泥价格后,4月28日起继续通知上调各品种水泥价格30元/吨,尝试年后第二轮推涨,执行情况有待观察。总体来看,自年后赣东北率先上调后,全省基本完成一轮普涨,预计五月上旬将开展第二轮拉涨。

甘肃:近期工程开工率普遍提升,平凉及周边新增项目拉动需求回升明显,加之周边地区价格普遍上涨影响。四月中旬以来平凉地区水泥价格频繁上调,26日起区域主要厂家祁连山及海螺月内第三次发布调价通知,上调水泥出厂价格15-20元/吨。

据市场反馈消息称,未来几天内甘肃水泥价格有可能继续上涨。

据中国水泥网行情数据中心消息,近段时间以来甘肃水泥价格已经有过10-50元/吨的涨幅。

14日起平凉、天水地区主要厂家针对袋装水泥出厂价格上调10-15元/吨;

16日起兰州、白银、定西主要厂家普遍开始通知上调水泥价格20-30元/吨,主流通知涨幅基本在30元/吨

18日武威地区上调袋装水泥出厂20元/吨,散装30元/吨;

18-19日平凉地区主要厂家继续上调各品种水泥价格10元/吨;

23日起天水地区主要厂家普遍通知上调袋装水泥出厂40元/吨,散装水泥出厂50元/吨。

4月30日起兰州、白银、武威等地区一些主要厂家再次通知各品种水泥价格30元/吨,个别厂家42.5级袋装上调50元/吨。

浙江:据市场反馈,近期天气晴好,且省内浙中南及沿海地区水泥价格普遍上调带动。4月26日起浙江主导企业南方对杭州、绍兴等地开始口头通知上调各品种水泥价格20元/吨,区域其余厂家观望跟进预期较大。

江苏:据中国水泥网行情数据中心消息,近期市场需求恢复较好,厂家出货销量有所提升,加之周边苏南地区水泥价格上调带动。4月25-27日起江苏南通、盐城、扬州、泰州、连云港等地主要厂家陆续开始通知上调高标水泥价格20元/吨,各厂预计近几日将相继落实到位。整体来看,江苏中南部除南京、镇江以外市场水泥价格基本全面通知上调。

湖南:据市场反馈消息称,近期湖南郴州地区天气好转,加之周边市场涨价带动。为提升盈利,4月28日起区域部分主导企业通知上调袋装水泥价格20-25元/吨,散泥价格暂不调整。整体来看,年后淡季郴州市场大幅回落60元/吨左右,需求好转,市场价格跟随全省普涨形势回涨。

福建:中国水泥网福建行情数据中心消息显示,4月25日福建龙岩等地水泥价格上调20元/吨。此外,福州地区主要厂家有意于5月1日起尝试性上调水泥价格20元/吨,具体执行落实情况有待观察。

上海:市场消息称,近期上海市场需求回升,加之周边江浙地区水泥价格上涨带动。26日起,上海地区主要地产水泥针对P.C42.5水泥价格上调10元/吨,其余规格报价暂稳,但月底或下月初上调概率较大。

陕西:市场消息称,4月28日-29日关中咸阳、西安、渭南、铜川等地区主要厂家水泥陆续通知修复上调42.5级散泥出厂50元/吨,本次涨幅较大具体落实待观察。

湖北:据市场反馈,湖北地区疫情管控结束后需求销量加速上升,整体市场恢复尚可。目前湖北需求销量恢复至八到九成水平,一季度积压需求近期开始集中释放,预计五月各地有望达到产销平衡。

为提升盈利,湖北地区水泥价格有望于五月出现回涨,其中鄂东地区部分企业计划于五一节后上调水泥价格20-30元/吨,率先尝试上调。

水泥行情为何如此火热?

关于这个问题,受地区因素差异影响,各地原因略有不同,小编主要针对比较有“特点”的江西和甘肃做个简要的说明。

从中国水泥网水泥大数据中心资料来看,在往年,江西水泥市场上半年价格几乎都处于下行态势,但是今年全省已经基本完成第一轮上涨,第二轮上涨也正在酝酿之中,全省水泥行情略显反常。

对此,中国水泥网连线江西水泥市场人士。据其介绍,江西水泥价格“反常”上涨主要原因在于:

一方面,前期受疫情影响,江西水泥需求被压制,疫情结束后为推动经济回暖,工程项目建设加速推进,导致市场需求集中爆发;另一方面,目前企业库存普遍偏低,加之万年青因设备检修,熟料产量受到影响,全省水泥供不应求。

该市场人士认为,在梅雨季节来临之前,江西水泥供需紧张局面还将继续维持。

甘肃方面,近段时间甘肃水泥价格上涨明显,目前兰州水泥均价在330元/吨左右,比去年略有增长。市场反馈消息称,预计未来几天到5月初,甘肃水泥价格有可能迎来新一轮上涨。关于涨价的原因,当地水泥企业总结了几个要点:

1、疫情形势好转,甘肃大型项目复工复产进度加快,甘肃需求超出水泥产销量20%,发货量超过去年同期,多地出现排队买水泥的情况;

2、疫情影响,甘肃农村市场年轻劳动力外出减少,农村住宅地等今年翻修增多,农村需求有增长

3、错峰生产期间(执行力度好),受疫情影响,区域内设备检修时间总体上延迟了十几天,供给受到影响;另外据悉,兰州市甘草水泥集团有限责任公司由于特殊原因今年一直未能生产,也压制了当地的水泥供给。

4、甘肃往年许多PPP项目因资金等因素被叫停,这些项目甚至已经组建好团队,并且搅拌站都建成,今年这些叫停的项目重新动工,对水泥需求的拉动很直接。另外,碧桂园、万科、华润等大型房地产逐步进入甘肃区域,对水泥需求也有拉动。

当地市场人士表示,甘肃水泥市场供大于求的态势在今年还将继续保持下去。

总体来看,市场恢复对水泥需求的拉动明显是导致当前水泥价格大范围上涨的重要原因。

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Correlation

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.

2024-11-08 17:41:17

The number of off-peak days in Hebei and Shanxi in the third quarter was significantly longer than that in the same period. Although Inner Mongolia has not yet announced the specific time of kiln shutdown in the third quarter of 2023, according to the regional cement production, the time of kiln shutdown in the same period is less than that in the third quarter of 2024. On the whole, the peak staggering time in North China is prolonged.

2024-11-05 09:33:00

Recently, the domestic temperature has dropped, local demand has dropped compared with the previous period, and the price of concrete market is mainly in a narrow range. From October 24 to October 30, the national concrete price index closed at 112.12 points, down 0.02% annually and 10.33% year-on-year.

2024-11-01 01:06:33

Looking forward to the fourth quarter, we believe that the demand for cement will continue to weaken, but under the background of the rising voice of "anti-involution" and the increasing awareness of self-help in the industry, enterprises will intensify their efforts to limit production, cement prices are expected to rise, and industry benefits will continue to be restored. Throughout the year, cement demand will face greater downward pressure, and the industry's profit decline is still large.

2024-10-30 17:15:19

Recently, the construction in the south is relatively active, the local market demand is warming up, coupled with the increasing pressure on the cost side, the market price trend is stable and small. From October 17 to October 23, the national concrete price index closed at 112.14 points, down 0.02% annually and 10.65% year-on-year.

2024-10-25 17:29:24

With the improvement of weather conditions, the domestic market demand has improved as a whole in the near future, but it is still difficult to reach the peak season level in previous years. Concrete enterprises mainly ship at stable prices, and there are still some downward adjustments. From October 10 to October 16, the national concrete price index closed at 112.16 points, down 0.59% annually and 10.64% year-on-year.

2024-10-18 17:28:46

After the National Day, the domestic concrete market demand rebounded slightly, but the total amount is still relatively weak, concrete enterprises are mainly shipping at stable prices, and have not yet followed the rise of raw materials. From October 3 to October 9, the national concrete price index closed at 112.82 points, in line with the National Day holiday, with a year-on-year decline of 10.21%.

2024-10-12 17:25:54

Recently, the domestic market demand in some areas has improved slightly compared with the previous period, but the overall situation is still weaker than same period in history, and the price of concrete remains stable and weak. From September 19 to September 25, the national concrete price index closed at 112.82 points, down 0.10% annually and 10.45% year-on-year.

2024-09-27 17:57:56

Recently, the local weather conditions in China are not good, the recovery of market demand is insufficient, the price of concrete is mainly stable, and the local pressure is falling. From September 12 to September 18, the national concrete price index closed at 112.93 points, down 0.21% annually and 10.83% year-on-year.

2024-09-20 17:55:34

Recently, the domestic market demand has recovered slightly compared with the previous period, but the overall level is still significantly lower than same period in previous years, and the price of concrete before the Mid-Autumn Festival is mainly a smooth transition. From September 5th to September 11th, the national concrete price index closed at 113.17 points, and the ring ratio remained stable, with a year-on-year decline of 10.81%.

2024-09-14 19:27:38

Recently, the price of raw materials has shown an upward trend again, but due to the lack of new orders in the concrete market and the fierce competition among enterprises, the focus of transactions continues to decline steadily. From August 29 to September 4, the national concrete price index closed at 113.17 points, down 0.45% annually and 11.09% year-on-year.

2024-09-06 17:22:16

Most regions in China are affected by capital factors, lack of construction increment downstream, no improvement in concrete market demand, and downward pressure on local quotations. From August 22 to August 28, the national concrete price index closed at 113.68 points, down 0.42% annually and 11.12% year-on-year.

2024-08-30 17:31:27

Domestic high temperature rain weather has not yet subsided, downstream construction activity is still low, the concrete market is relatively flat, and the market price is stable. From August 15 to August 21, the national concrete price index closed at 114.16 points, down 0.28% annually and 11.40% year-on-year.

2024-08-23 17:35:52

The domestic market continued to be controlled by the hot and rainy weather, the market demand was weak, the price of concrete continued to fall steadily, and the decline in Sichuan and Chongqing was relatively large. From August 1st to August 7th, the national concrete price index closed at 114.86 points, down 0.43% from the previous month.

2024-08-09 18:09:08

Domestic construction conditions have not been significantly improved, coupled with insufficient new projects in most regions, the concrete market is still flat. From July 25th to July 31st, the national concrete price index closed at 115.36 points, down 0.59% from the previous month.

2024-08-02 17:29:53

Rainfall continued in many parts of the country, local typhoons invaded, downstream construction was slow, and concrete prices fell steadily. From July 18th to July 24th, the national concrete price index closed at 116.05 points, down 0.58%.

2024-07-26 20:17:51

Some regions in China are affected by high temperature and rain weather, coupled with insufficient new projects, the price of concrete is weakening. From July 11th to July 17th, the national concrete price index closed at 116.73 points, down 0.47% from the previous month.

2024-07-19 17:35:12

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

Recently, the domestic rain belt has moved northward, the market demand in most regions is still weak, and the price of concrete is stable and weak. From July 4th to July 10th, the national concrete price index closed at 117.28 points, down 0.54% from the previous month.

2024-07-12 17:29:18

Rainwater in the south has decreased recently, but the growth rate of downstream construction demand is limited, and the price of concrete is mainly stable. From June 27th to July 3rd, the national concrete price index closed at 117.92 points, and the ring ratio remained stable.

2024-07-05 17:34:54

The recent rainy weather is still continuing, the downstream construction progress is slow, local shutdown occurs, and the price of concrete is stable and small. From June 20th to June 26th, the national concrete price index closed at 117.92 points, down 0.19% from the previous month.

2024-06-28 18:10:43

Many places in China reported that the rain weather increased, the market demand was weak, and the price of concrete was weak. From June 13th to June 19th, the national concrete price index closed at 118.15 points, down 0.20% from the previous month.

2024-06-21 17:53:57

After the festival, the market demand in most regions tends to be weak, and the focus of concrete transactions is mainly stable. As of June 12, the national concrete price index closed at 118.39 points, down 0.03% annually and 12.69% year-on-year.

2024-06-14 17:35:49

Recently, domestic demand is still relatively flat, the cost pressure of mixing stations is increasing, and the Northeast continues to rise. As of June 7, the national concrete price index closed at 118.42 points, down 0.11% annually and 13.07% year-on-year.

2024-06-07 00:41:49

Recently, there is still too much rain in some regions of China, and the demand for concrete market is running at a low level, but the overall price decline has narrowed due to the impact of cost support. From May 27 to May 31, the national concrete price index closed at 118.55 points, down 0.31% annually and 13.61% year-on-year.

2024-05-31 17:14:10

Generally speaking, the regional trend shows the characteristics of "rising in the north and falling in the south", and the national market shocks downward.

2024-05-13 11:37:00

By the end of April 2024, the National Gravel Price Index (CSPI) closed at 82.95 points, down 0.73% annually and 4.24% year-on-year. The National Machine-Made Sand Price Index (MSPI) closed at 85.95 points, down 1.34% month-on-month and 7.87% year-on-year..

2024-05-08 16:53:52

At the beginning of April, the National Cement Price Index (CEMPI) was 104.8 points, closing at 108.1 points at the end of the month, up 2.51% annually and down 20.36% year-on-year.

2024-05-07 16:54:23

Although the second quarter has always been the usual period of the peak season of cement market demand, the actual demand this year has not shown the expected strong trend and appears to be relatively depressed. In view of this, in order to effectively cope with the pressure of excess supply caused by weak market demand, the cement industry in many provinces has taken the initiative to extend peak staggering production.

2024-05-07 09:15:30

Rainwater in some regions of China is still on the high side, coupled with tight market funds, limited actual demand increment, coupled with weak cost-side support, concrete prices continue to fall. By the end of April, the National Concrete Price Index (CONCPI) had closed at 120.21 points, down 1.77% from the end of March and 13.35% from the same period last year.

2024-05-06 18:10:56

In the first quarter of 2024, the recovery of cement industry demand was less than that of the same period, the overall peak staggering time in the northern region was not much different from that in previous years, and the peak staggering time in many southern provinces was extended.

2024-04-23 17:03:58

Generally speaking, the national cement price continues to rise, but the foundation is not solid, and the risk of falling back is high.

2024-04-22 12:35:11

With the gradual improvement of the weather and the increase of downstream construction, it is expected that the cement price will fluctuate slightly stronger this week (3.4-3.8).

2024-03-04 09:23:59

[Cement Big Data Research Institute] Cement Industry Chain Index Weekly Report (2024.01.19)

2024-01-19 17:19:56

The national cement price index (CEMPI) was 113.53 points at the beginning of December and closed at 113.37 points at the end of the month, up 0.21% from the previous month and down 19.96% from the previous year.

2024-01-03 14:34:56

国内气温普遍回升,南方局部需求略有改善,但混凝土价格易跌难涨,实际成交继续稳中有降。12月25日至12月29日,全国混凝土价格指数报收124.79点,环比下跌0.26%,同比跌幅为11.58%……

2023-12-29 17:22:21

截至目前,“十四五”规划周期已过大半,从铁路和高速公路规划以及落实情况来看,2024-2025年期间新疆、河南以及四川等省份增长潜力相对较强,山东地区项目规划有望加快释放……

2023-12-27 16:26:09

国内受强寒潮天气影响,降温幅度较大,多数区域施工活动减弱,混凝土价格稳中有降。12月18日至12月22日,全国混凝土价格指数报收125.11点,环比下跌0.12%,同比跌幅为11.38%……

2023-12-22 15:53:42

12月8日,全国水泥价格指数(CEMPI)报收113.7点,环比上涨0.15%,同比下跌23.72%。

2023-12-08 18:25:52

广东、江西水泥价格上涨;中材建设海外新签一熟料生产线项目;阎晓峰:水泥行业已实现碳达峰,进入碳中和阶段

2023-12-08 13:44:15

11月初全国水泥价格指数(CEMPI)为109.69点,月末报收113.13点,环比上涨3.16%,同比下跌25.74%。

2023-12-01 17:06:06

总的来看,仅有少数地区仍在推涨,全国水泥价格行情止涨转跌。

2023-11-27 13:33:51

11月初以来,包括新疆、河北、内蒙古、浙江、江西、山东、广东、云南、贵州、重庆等在内,水泥价格不同幅度上调。

2023-11-13 09:42:48

据中国水泥网行情数据中心消息,甘肃、宁夏部分地区受重点项目施工支撑,主要厂家报价保持稳定,但气温逐渐下降,全省需求呈现下滑趋势。

2023-11-03 16:13:22

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.