[独家]“新浙江现象”正在呈现?

2017-03-30 11:08:52

在2017第六届中国水泥网年会上,浙江省经济和信息化副巡视员丛培江在致辞中阐述了浙江水泥工业的发展情况,并得出了三条结论。其中第三条是“浙江水泥市场的今天,也许就是中国水泥的明天。”

  在2017第六届中国水泥网年会上,浙江省经济和信息化副巡视员丛培江在致辞中阐述了浙江水泥工业的发展情况,并得出了三条结论。其中第三条是“浙江水泥市场的今天,也许就是中国水泥的明天。”

  丛培江所作结论的前两条就是浙江的今天。一是产量高峰期已过,平台期也即将过去,需求量总体呈逐步下降的趋势。二是产能过剩已成为常态,无论是取消32.5水泥,还是错峰生产都无法改变这种产能过剩这种态势。去产能成为常态,市场机制起决定性作用,而环保和能耗总量控制将对去产能发挥重要作用。企业生存的法则是综合管理能力和技术先进程度以及所处的区位,而不是企业的大小。

  这不由回忆起本世纪初在水泥业出现的“浙江现象”,颇具风向标意义。由于经济快速发展,人民的生活水平大提升,致使水泥紧俏,价格飞涨,有人把水泥生产线戏称为“印钞机”,投资者蜂拥而入,新型干法生产线大发展,产量呈直线上升,原占统治地位的立窑被迅速摧垮,随之供求关系急转,价格应声直降。尽管浙江以外不少地方信誓旦旦表示,本地不具备出现浙江现象的基础,结果是市场的发展不以人的意志所转移,全国性的产能严重过剩出现。直到进入本世纪第二个十年,新疆还又最后上演了一出浙江现象翻版。

  现在,浙江水泥平台期即将过去,将呈现需求量总体逐步下降的趋势,产能过剩已成为常态,去产能也应成为常态。大家都是新型干法,彼此彼此,无法从工艺上来鉴别划分谁是落后产能,市场机制将对淘汰落后产能起决定性作用。环保和能耗总量控制,安全、质量将对去产能发挥重要作用。企业生存的法则是综合管理能力和技术先进程度以及所处的区位综合条件,而不是由企业的大小论存亡。

  现国民经济发展进入新常态,浙江水泥新动态或许可称为“新浙江现象”。 浙江曾在我国新型干法水泥发展上所起的提升作用,已经在新型干法水泥发展史上写下过浓浓的一笔。“新浙江现象”或许又是水泥发展史上新的风向标,拭目以待吧!

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2025-02-21 18:06:59

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2025-02-20 09:36:14

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2025-02-11 09:15:56

In the new cycle, let us use the power of the summit to break the shackles of "involution", explore the way to break through, and work together to promote the cement industry towards a new journey of high-quality development. See you in Hangzhou!

2025-02-10 15:38:26

China Cement Network will hold the 14th China Cement Industry Summit and TOP100 Award Ceremony in Hangzhou on March 13-14, 2025, and the C50 Market Forum at the same time.

2025-02-10 09:15:28

The central and southern regions are stable and small. As the Spring Festival is approaching, the construction sites and mixing stations in Guangdong and Guangxi are basically shut down, and the market demand is flat. Despite the local cement price increase notice, the actual price is not in the market, and the concrete price is mainly stable. The market demand in the two lakes region declined seasonally, and the price of concrete was weak and stable.

2025-01-20 13:05:19

According to the data center of China Cement Market, the cement market in southwest China is weak. At present, the market demand in Yunnan has been greatly reduced, most of the clinker production lines have been shut down, and the market activities have entered the off-season.

2025-01-17 17:37:03

Near the Spring Festival holiday, the downstream generally shut down for holidays, the concrete market is basically at a standstill, and the quotation of enterprises is steadily declining. From January 13 to January 17, the national concrete price index closed at 106.63 points, down 1.95% annually and 14.26% year-on-year.

2025-01-17 17:17:59

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2025-01-17 17:11:18

The significance of the promulgation of the Discretionary Benchmark is mainly reflected in the "three benefits". First of all, it is conducive to further strengthening the rule of law in emergency management in the new era. In recent years, a series of laws, regulations and rules in the field of administrative punishment law, safety production law and emergency management have been amended one after another. Benchmarking is the need of the current practice of emergency management and safety production law enforcement, and it will play an important role in ensuring the correct and effective implementation of laws and regulations.

2025-01-16 15:19:37

Hongshi Group adheres to the principle of "combining justice with benefit and putting justice first", brings world-class cement technology, technology and management to the host country, manufactures cement in a safe, environmentally friendly and low-carbon way, promotes the "high-end, intelligent and green" cement industry in the host country, and achieves inclusive growth. In the past ten years, the Red Lion Group has made great achievements in the construction of the "the Belt and Road" project, and has also made positive contributions to the dissemination of Chinese culture and the promotion of local economic and social development.

2025-01-15 11:30:51

Near the Spring Festival travel rush, and the temperature dropped significantly, most construction sites and mixing stations in Jiangsu have been shut down one after another, the demand for seasonal decline, coupled with the continuous decline in raw material cement prices. Affected by this, it is expected that the concrete market will continue to decline. In Shanghai, the market demand declined. In addition, the price of raw materials has fallen, and the market is mainly weak and stable. This week, the overall market demand in Zhejiang has not changed much, and the overall market price is mainly stable.

2025-01-13 13:06:22

Recently, the shutdown of construction sites in various parts of the country has increased, the market demand has further declined, and the cost has supported the fatigue, so the price of concrete has weakened. From January 2 to January 8, the national concrete price index closed at 109.20 points, down 1.97% annually and 12.34% year-on-year.

2025-01-10 18:24:51

China Cement Net Market Data Center News: Weak Operation of Commercial Mixed Market in East China

2025-01-10 17:22:35

On January 8, China Power Construction Qichun China (Shanghai) High-quality Aggregate Production and Application Summit Forum and Hubei Minben Group Shanghai Sand and Gravel Industry Annual Meeting 2025 were held. Hu Youyi, President of China Sandstone Association, Wang Jingchun, Honorary President of Shanghai Stone Industry Association, Yu Enze, Director of Energy-saving Building Materials Department of Shanghai Housing and Construction Commission, Liu Jingjiang, Director of Ministry of Housing and Urban-Rural Development Science and Technology and Industrialization Development Center, Wu Delong, President of Shanghai Sandstone Association, and other leaders attended the meeting.

2025-01-08 17:44:15

At the same time, affected by capital factors, the demand for rush work in the southern region is weaker than that in the same period in previous years, and concrete shipments are at a low level. In terms of cost, although upstream cement enterprises have the willingness to stabilize prices, the actual focus of transactions has fallen, and the pressure on concrete enterprises has gradually decreased. Overall, in December, the domestic concrete market off-season atmosphere is getting stronger, and the focus of transactions continues to decline.

2025-01-03 17:15:45

The much-anticipated "2024 Top 100 List of China's Cement Clinker Production Capacity" was released!

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Looking forward to 2025, we believe that the demand for cement will continue to decline under the background that the real estate has not yet stabilized and the infrastructure is limited, but the industry's awareness of "anti-involution" will continue to increase, coupled with the current good start, it is expected that the average price of cement will rise slightly, and the industry's profits will be restored to a certain extent.

2024-12-31 16:06:01

From the sharp decline in production to the fierce competition in the market, from the imbalance between supply and demand to the continuous shrinkage of benefits, every event has a profound impact on the future direction of the industry. Let's use these key words to review the cement industry in 2024. They not only record the hard journey of the industry, but also indicate the dawn of future development.

2024-12-31 09:15:34

The overall market of concrete in Jiangsu, Zhejiang, Shanghai and Anhui is weak. Although the price of raw materials in some markets in Zhejiang has been notified to rise, the mainstream implementation is not clear, coupled with the end of the year, demand will weaken, and concrete prices will be weak and stable. The market performance in Jiangsu is not good, the price of raw materials is not strong enough, the cost of mixing stations has been reduced, and the concrete market is stable and weak. At present, the mainstream price of C30 non-pumping tax in some areas of southern Jiangsu is about 310-340 yuan per square meter.

2024-12-30 13:19:40

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2024-12-27 17:40:19

China Cement Network Market Data Center News: Demand superimposed raw material prices decline, concrete prices in East China weakened.

2024-12-27 17:29:49

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. Prices in Shaanxi have remained stable in the near future.

2024-12-27 17:23:41

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2024-12-25 09:35:20

At present, many industries in our country appear market involution, and enterprises are also fighting price war, which seriously affects the profits of enterprises, but also affects the stock prices of many listed companies. Although the occurrence of large-scale industry involution is related to the overcapacity of the industry, it is also related to the competitive concept of enterprises, the low-price bidding of the industry and the blind low-price competition. Therefore, how to carry out healthy competition, how to overcome industry involution, how to carry out reasonable pricing, these are the problems we must face and solve.

2024-12-24 18:33:47

Under the influence of low temperature weather, the market demand in Jiangsu and Shanghai is not ideal, and concrete shipments have declined compared with the previous period. In addition, the price of local raw material cement and sand has fallen, and the concrete market is weak and stable. The weather in Zhejiang is mostly fine, the demand has not changed significantly compared with last week, and the overall price is temporarily stable in the week. Affected by the cold weather and weak demand in Anhui, the price of raw materials has declined, and the price of concrete has also remained weak and stable.

2024-12-23 11:35:18

Off-season construction conditions are gradually weakening, concrete market demand is weak, and enterprise quotations are mainly stable, with a slight decline in some areas. From December 12 to December 18, the national concrete price index closed at 112.29 points, down 0.03% annually and 10.35% year-on-year.

2024-12-22 20:17:53

According to the China Cement Network Market Data Center, prices in the Pearl River Delta and western Guangdong markets in central and southern China have loosened and declined, while prices in Guangxi remain stable. Cement prices in many places in Hunan have risen again, and prices in Hubei are mainly stable.

2024-12-20 17:55:11

According to China Cement Net Market Data Center, the price notice in central and southern Zhejiang and coastal markets in East China was raised by 10-20 yuan/ton this week, and the implementation remains to be observed, while the rest of the market is running steadily and weakly as a whole.

2024-12-20 17:53:03

According to the China Cement Market Data Center, the cement market in North China, Beijing, Tianjin and Hebei is weak, pushing up the implementation of fatigue; the cement market in Shanxi is weak, and Inner Mongolia maintains stable operation.

2024-12-20 17:51:19