[周评]华北:京津冀市场需求恢复不多 整体销量恢复三成左右

2017-02-20 11:09:25

据中国水泥网信息中心消息,年后华北部分民用袋装市场增长相对较多,但工程、搅拌站散泥需求恢复不多,整体销量恢复三成上下。

  据中国水泥网信息中心消息,年后华北部分民用袋装市场增长相对较多,但工程、搅拌站散泥需求恢复不多,整体销量恢复三成上下。

水泥指数

  天津:而由于雾霾加重,13日天津地区启动橙色预警,所有水泥粉磨站、混凝土搅拌站和砂浆搅拌站停止生产,工地全面停工。

  河北:继续继续错峰停窑,石家庄地区水泥价格环比年前略有下滑。目前,冀中南地区42.5级散泥出厂320-330元/吨,仍有较多水泥销往周边省份。

  山西:经信委及环保厅要求全省12月1日至次年3月31日施行错峰生产。据市场反馈,各地水泥停窑情况执行较好。二月以来晋南地区相对于晋北略有恢复,但晋城、临汾、长治等除少数重点项目开动,多数工地搅拌站仍未动工,散泥市场疲软。

  水泥价格方面,晋城、长治价格节后平稳,临汾企业报价较年前略有回落。目前晋城、长治P.O42.5散装主流挂牌出厂330-340元/吨。此外,目前豫北地区虽已按计划开窑,价格出现回落,但整体价格水平仍高于晋南,且新乡、安阳等地仍有环保管制,厂家开工延后,目前对晋南行情未有影响。

  相关产业信息:

  京津冀:大气污染收官之战 水泥行业再去产能110万吨

  2017年,河北省将继续去产能,年内要压减炼钢产能1562万吨、炼铁1624万吨,完成4家“僵尸企业”出清,压减煤炭产能742万吨、水泥110万吨、平板玻璃500万重量箱。制定电力去产能实施方案,淘汰落后、优化布局、置换替代、改造提升。

  金隅股份:并购冀东水泥 成为京津冀地区绝对领导者

  水泥股这波从供给逻辑到需求逻辑的叠加,和宏观数据的正反馈,利好因素累计。另外,我们认为2017年春季新开工可以看到价格的弹性(天气先暖、先复工、低价格区域的补涨,主要在华东及中南一带),市场对水泥行业供给侧改革仍无预期。

  河北:全面推行PPP垃圾处理模式

  《中共河北省委河北省人民政府关于深入推进农业供给侧结构性改革加快培育农业农村发展新动能的实施意见》印发,成为今年河北省委一号文件。文件提出,要加快美丽乡村建设促增绿,推进农业清洁生产,加强农业面源污染治理。

  山西省公布水泥、平板玻璃行业产能现状清单

  根据《国务院办公厅关于促进建材工业稳增长调结构促增效益的指导意见》(国办发[2016]34号)和《山西省人民政府办公厅关于印发山西省促进建材工业稳增长调结构增效益实施方案的通知》(晋政办发[2016]164号)要求,现将山西省水泥、平板玻璃行业产能现状清单公布。

  内蒙古:排污权交易 金额累计逾2亿元

  内蒙古自治区自2010年9月正式开始实施排污权交易试点工作以来,共进行了近500笔排污权交易,交易金额达2.1亿元。内蒙古自治区排污权交易管理中心的数据显示,排污权交易开展以来,有关企业共交易二氧化硫8.87万吨、氮氧化物12.75万吨、化学需氧量2553.49吨、氨氮215.88吨。

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Correlation

The demand for concrete in North China is weak.

2024-11-08 16:18:52

The concrete market in North China is relatively stable.

2024-11-01 17:02:53

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

Weak and stable operation of concrete market in North China..

2024-10-18 16:21:12

Concrete raw materials in parts of North China try to push up..

2024-10-12 15:40:02

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

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

2024-09-20 16:25:22

The concrete market in North China is stable, with a slight increase in shipments, but demand remains weak..

2024-09-14 16:59:31

The progress of concrete construction in North China has been improved, and the growth of market demand is still limited by the off-season.

2024-09-06 16:14:12

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

2024-08-30 16:29:57

The concrete market in North China is facing the bottleneck of demand and shipment growth.

2024-08-23 15:13:42

With the improvement of construction progress in North China, the growth of market demand is still limited by the off-season.

2024-08-16 17:10:08

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

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

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

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 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

The concrete market is stable and weak, and the price of raw materials is weak.

2024-07-05 16:27:18

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

Construction demand is flat in the off-season, and the concrete market is weak.

2024-06-28 16:18:17

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

According to the market data of China Cement Net, the price increase in some areas of central and southern Hebei has not been effective, while the demand in northern Hebei has declined due to the high temperature, and the overall price has remained stable; the demand in Shanxi Province is weak, and the implementation of the price increase remains to be observed; the market in Inner Mongolia is relatively stable.

2024-06-21 15:42:33

The market demand for concrete is weak and the price is weak.

2024-06-21 15:21:53

According to the data center of China Cement Network, some areas in central and southern Hebei in North China have once again pushed up the price of cement by 30-50 yuan/ton and the price of clinker by 20 yuan/ton. The overall market demand is insufficient, and the implementation remains to be observed.

2024-06-14 17:45:01

According to the market data of China Cement Net, the cement price in Beijing-Tianjin-Hebei region and Shanxi region has been raised by 30-50 yuan/ton, and the price implementation of demand weakening remains to be observed; the western region of Inner Mongolia has also been notified to raise the cement price by 20-50 yuan/ton, which has been implemented steadily and steadily.

2024-06-07 13:53:03

The concrete market is stable and weak, and the cost is rising or the price will rise.

2024-06-07 13:50:46

According to the market data of China Cement Network, the price of cement in Beijing-Tianjin-Hebei region has been raised by 50-80 yuan/ton due to the rising cost and the off-peak shutdown of kilns. The price of cement in eastern Inner Mongolia, Shanxi Pan-Taiyuan region and southeastern Shanxi region has increased significantly due to the rising cost.

2024-05-31 16:29:24

The demand for raw materials is insufficient, and the price of concrete is stable.

2024-05-31 16:10:33

Slowing down of construction progress and weakening of concrete market

2024-05-24 15:36:43

According to the market data of China Cement Network, the demand for cement in Beijing, Tianjin and Hebei is weak, the price is blocked, and the new national standard may lead to price increases.

2024-05-24 14:40:10

This week, the Beijing-Tianjin-Hebei region continued its efforts to push up the price of cement. At present, only the price increase in Shijiazhuang is well implemented.

2024-05-17 17:41:26

Concrete demand growth is limited and prices remain relatively stable

2024-05-17 16:24:19

According to the market data of China Cement Network, the Beijing-Tianjin-Hebei region has once again tried to push up prices, and major enterprises in Baotou and Tongliao regions of Inner Mongolia have also tried to push up prices, and the implementation remains to be observed.

2024-05-11 16:05:21

According to the market data of China Cement Network, in May, the northeast region implemented the off-peak kiln shutdown, and the cement price rose by 20-60 yuan/ton. At present, the market demand is not good, and the prospect of implementing the price increase is uncertain.

2024-04-26 15:31:15

The shipment volume in North China declined slightly, and the price of concrete was weak.

2024-04-26 15:23:45

The shipment volume of concrete in North China has increased slightly, and the price has been running steadily.

2024-04-19 16:47:13

According to the data of China Cement Network, the overall market is weak, with prices falling by 15-40 yuan/ton in central and southern Hebei and north of Jinzhong.

2024-04-19 15:34:55

According to the market data of China Cement Network, the market demand in Beijing and Inner Mongolia has increased slightly, and the quotation of enterprises is temporarily stable.

2024-04-12 17:16:37

The market demand is weak and the price of concrete is declining.

2024-04-12 15:04:26

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 market data of China Cement Net, in early April, the leading enterprises in Baoding, Hebei, notified an increase of 30 yuan/ton in cement price. Overall, the demand recovery in Baoding is slightly better than that in northern Hebei, with certain conditions for price increase.

2024-04-07 16:55:08

Demand performance is still weak, concrete prices have not changed significantly..

2024-04-07 16:05:43

The demand for cement in Shanxi market has recovered poorly, and the market demand has declined. Recently, the price of cement in northern Shanxi has dropped by about 10-30 yuan/ton, while the price of cement in other markets in the province is weak.

2024-03-29 17:32:00

Poor recovery in some areas, weak and stable concrete prices..

2024-03-29 15:18:10

Since March, major enterprises in Beijing, Tianjin and northern Hebei have pushed up cement prices, but the market demand is low and the price rise is difficult to support.

2024-03-22 17:30:02

According to the market data of China Cement Network, the Beijing-Tianjin-Hebei region has been dominated by fine weather recently, with the temperature rising and the demand for cement warming up.

2024-03-15 16:16:53

Demand recovery is slow, and the concrete market is weak.

2024-03-15 15:29:55

Cement prices in Beijing and Tianjin are still hovering at the level of a year ago.

2024-03-08 11:46:30

The overall demand is poor, and the price of concrete remains stable.

2024-03-08 11:15:51

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.