[周评]华东:节后市场准备启动 价格稳中有跌

2017-02-13 10:35:46

华东地区水泥价格行情变动略多,尤其长三角江浙皖沪地区,部分地区主导企业为抢占淡季市场报价有所下调,同时也是对前期偏高挂牌报价进行下行修正,水泥报价稳中有跌。整体来看,长三角地区春节停窑影响,水泥熟料库存普遍不高。

  华东地区水泥价格行情变动略多,尤其长三角江浙皖沪地区,部分地区主导企业为抢占淡季市场报价有所下调,同时也是对前期偏高挂牌报价进行下行修正,水泥报价稳中有跌。整体来看,长三角地区春节停窑影响,水泥熟料库存普遍不高。局部挂牌报价相对较高地区修正性下调以应对当前淡季市场,主导企业下调同时减少优惠政策,暂未引起市场全面下行。据初步统计,受煤炭等原材料价格上涨及停窑影响,二月上旬水泥及熟料出厂同比2016年同期平均高出60-70元/吨,价格恢复显著。近日,华东地区降温,局部雨雪天气不佳,需求不足常态三到四成水平。但市场恢复启动主要集中在元宵节后,若各地停窑刚性执行,一季度后期长三角水泥、熟料价格止跌走稳不难,价格回升亦可期。

[周评]华东:节后市场率先启动 价格稳中有跌

  江苏和上海:节后本省中北部南通、泰州、淮安及南部苏州等地一些大厂报价走低10-20元/吨,少数挂牌虚高企业修正性下调40-60元/吨。而苏南地区水泥价格相对低稳,熟料主流出厂报价230元/吨左右,且省内生产线1月24日至2月28日停窑,现阶段整体库存普遍不高,省内水泥、熟料库存普遍在5-7成。此外,后期市场启动,熟料供应趋紧,价格回升预期较大,下游客户备货情况较多,部分厂家出货情况较好。苏南部分P.O42.5散装离岸价220-235元/吨,少数在210-215元/吨,到沪价格普遍较低。根据当前市场实际情况,上海部分大厂对挂牌报价大幅修正性下调50元/吨,实际操作价格变动不大。

  浙江:该地区元月市场水泥、熟料价格普降10-20元/吨。近两日沿海宁波、象山地区水泥继续走低10-25元/吨,其余地区大稳小动。同时也受省内1月15日2月20日停窑,省内水泥、熟料库存普遍不高,大多在在6-7成。节后浙西金建衢地区熟料主流出厂220-230元/吨,并没有受安徽宣城海螺熟料走低10元/吨的影响。

  安徽:本市场价格局部略有下行波动,皖北天寒,需求低迷,节后宿州、淮北、亳州部分袋装水泥价格继续下跌10-20元/吨。皖南沿江行情元月以来行情大稳小动。其中,环巢湖区域开展1季度停窑限产计划,平均每台窑限产35天左右。节后沿江大厂水泥、熟料库存普遍在五到六成。近日,除六安、铜陵地区地销袋装水泥价格下调20-30元/吨,整体行情平稳。目前沿江P.O42.5散装及熟料离岸价220-230元/吨。

  江西:9日起江西赣东北地区海螺水泥各品种水泥挂牌价下调15-30元/吨,以15-20元/吨为主。10日万年青对横峰、弋阳、铅山、上饶等地跟进下调袋装水泥15-20元/吨,散装水泥15元/吨,玉山周边市场暂未调整。此外,预计近一两日内南方水泥也将跟进调整。本次降价是继节前暴跌后首次降价,一季度赣东北行情形势严峻。

  福建:春节后福州地区各主要品牌水泥价格继续小幅下滑5-10元/吨。市场反馈来看,年后除地铁等重点项目外,一般工地及搅拌站尚未完全启动,二月市场需求清淡。整体来看,一季度福建停窑执行力度不足,南平、三明以及龙岩等基地熟料库存相对较高。而且沿江外来水泥价格有所下滑,更导致福州等布局沿海市场价格继续走低。

  相关产业信息一览:

  江苏计划今年压缩水泥产能90万吨

  江苏将深化供给侧结构性改革,全年将压缩钢铁产能650万吨、煤炭产能18万吨、水泥产能90万吨、平板玻璃产能200万重量。同时,优化需求结构,将实施六大消费工程,加快发展幸福产业,重大项目投资5100亿元以上等。

  多部门联合启动水泥行业淘汰落后产能专项督查

  从环境保护部获悉,《水泥玻璃行业淘汰落后产能专项督查方案》已印发。督查将于2017年2月12日至22日展开,国务院等多部门将对全国31个省(区、市)、新疆生产建设兵团进行水泥、玻璃行业专项督查,对落后产能能行清理整顿。

  安徽省去年结构性减税逾660亿元 资源税改革成效明显

  2016年7月1日开始实施的资源税从价计征改革总体进展顺利,截至去年底,全省资源企业共计申报改革税目资源税4.1亿元,较上年同期全省资源企业资源税和矿产资源补偿费综合负担下降38.6%。

  江苏将加快建设高速铁路网 构建一个半小时高铁交通圈

  要求加快建设覆盖江苏省的高速铁路网,基本形成设区市及周边大中城市到南京的“1.5小时高铁交通圈”。到2020年,江苏省铁路总里程达到4000公里以上,其中高速铁路超过2000公里。建立良好的铁路建设、运营和资产管理机制,实现全省铁路可持续发展。

  环保税会触发哪些市场需求?

  环保税法中增加了一项减排税收减免的办法,即“纳税人排放应税大气污染物和水污染物的浓度值低于国家和地方规定的污染物排放标准30%的,减按75%征收环境保护税;低于50%的,减按50%征收环境保护税”。

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Correlation

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

According to the China Cement Network Market Data Center news, during the Qingming period, Jiangsu and Zhejiang regions continued to rain, demand was low, and enterprise shipments were general.

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

According to the China Cement Network Market Data Center, after the Lantern Festival, there are more rainy weather in East China, the market demand has not recovered, and cement prices have declined everywhere.

2024-03-01 16:41:16

According to China Cement Market Data Center, the actual transaction price of leading enterprises in some parts of East China fell by about 10-40 yuan/ton this week, and it is expected that the first round of price increase in 2024 will be ushered in next week.

2024-02-23 16:27:20

According to the data center of China Cement Market, the quotations in East China were temporarily stable this week, and the actual transaction prices in some areas declined slightly.

2024-02-02 16:22:38

According to China Cement Market Data Center, the Spring Festival holiday is approaching, and markets around the country have begun to enter the state of shutdown and vacation, and demand has decreased. During the week, cement prices in East China are weak and stable, and there is a slight dark drop in some areas.

2024-01-26 17:44:39

According to China Cement Market Data Center, this week, Jiangsu, Zhejiang, Shanghai and Anhui regions were affected by the decline in clinker prices along the Yangtze River and around Chaohu Lake, and the quotations in all regions showed signs of falling during the week, while the quotations in other regions were temporarily stable during the week.

2024-01-19 16:45:54

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.