[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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Correlation

In October, with the gradual decline of the national temperature, the northern project came to an end, and there was a small-scale rush to work in some areas, while the southern construction activities increased, the demand warmed up, and the shipment volume increased slightly. On the supply side, a number of sand and gravel aggregate projects have been successfully put into operation, production capacity has been released rapidly, sand and gravel prices have stopped falling slightly, and have entered a narrow range of volatility.

2024-11-05 11:42:36

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

On October 24, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was held in Wuhu, Anhui Province. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Materials Co., Ltd., Li Jian, Associate Researcher of Chinese Academy of Environmental Sciences, Fan Yueming, Professor of South China University of Technology, Zhuge Wenda, Chairman of Leishan Cement Co., Ltd., Century Xinfeng, Hubei, Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center.

2024-10-24 16:55:38

According to the data center of China Cement Market, cement prices in many places in East China continue to rise, and prices in some areas show signs of falling, and the specific situation needs to be tracked. For example, cement prices in Jiangxi are basically stable this week. Since the 8th, all parts of Jiangxi have been notified to push up the cement price by 20-30 yuan/ton. At present, the market is generally in a stable state after the price increase, and the price has not fluctuated significantly.

2024-10-18 17:33:36

Recently, the Ministry of Ecology and Environment issued the Notice on Further Deepening the Reform of Environmental Impact Assessment (hereinafter referred to as the Notice). The Notice points out in the annex "Pilot Work Program for Optimizing Classified Management of Environmental Impact Assessment in Prefectures and Cities" that, taking into account the level of economic development and environmental management as a whole, Beijing, Hebei Province, Jilin Province, Fujian Province, Guangdong Province, Sichuan Province and Shaanxi Province respectively select 2 Typical prefecture-level cities (or districts of municipalities directly under the Central Government) carry out pilot work in the whole area. Among them, it is clearly mentioned in the "industry categories that can optimize the classification management of environmental impact assessment" that the environmental impact assessment of cement grinding stations should be cancelled.

2024-10-17 13:45:30

The Symposium on High-quality Development of Liaoji Heimeng Cement Industry, sponsored by Liaoning Building Materials Industry Association and hosted by the Northeast Operating Zone of Shanshui Group, was held in Shenyang from October 12 to 13, 2024. Nearly 300 people from more than 200 cement enterprises in Liaoning, Jilin, Heilongjiang and Inner Mongolia attended the meeting. At the meeting, Li Yingke, Vice President of Liaoning Building Materials Industry Association and President of Cement Branch, delivered a welcome speech. Tan Qiang, Secretary-General of Cement Branch, presided over the meeting and briefed on the overall operation of "Three Provinces and One District" from January to September 2024.

2024-10-15 15:41:32

Vietnam is the largest exporter of cement and clinker, with an annual export of 30 million tons of cement and clinker. China, the Philippines and Bangladesh are the main export countries of Vietnam in Asia. With the decrease of China's demand, the export of cement and clinker from Vietnam to China has also declined. Vietnam is now increasing the export of cement and clinker to the Philippines and Bangladesh. To make up for the loss of market share of cement and clinker exported to China.

2024-10-15 13:07:56

The ultra-low emission transformation of cement industry should be carried out from the perspective of the whole process. According to the characteristics of production and pollutant emission, enterprises should carry out all-factor and all-round upgrading and transformation of organized emission, unorganized emission, material and product transportation, monitoring and control, environmental management, pollution reduction and carbon reduction, each of which is very important.

2024-10-09 10:17:40

Since this year, the competition for share among cement enterprises in the market along the Yangtze River has intensified, resulting in a sustained downturn in cement prices, even falling below 200 yuan/ton, and serious losses for regional enterprises. According to market news, from September 27, the price of clinker along the Yangtze River Delta will rise, and from September 28, the price of cement will follow up. In order to implement the national call of "strengthening industry self-discipline, preventing" involution "vicious competition" and "promoting the normalization of peak staggering and production restriction", enterprises along the Yangtze River plan to spare no effort to maintain the industry ecology, increase peak staggering production and strive for reasonable profits of the industry. The specific measures are planned from September 27 to October 31.

2024-09-29 09:55:01

This article is selected from Song Zhiping's book "Reform Heart Road", which describes his motivation and effect of restructuring cement in those years, and has been published by China Cement Network. Recently, there has been a call for restructuring and mergers and acquisitions in the cement industry. Reviewing this old article may have the effect of reviewing the old and learning the new, encouraging the industry to promote a new round of restructuring, and solving the persistent problems of the industry.

2024-09-16 10:19:30

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

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

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

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

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

From a supply perspective. In 2024, the cement industry still showed a trend of "serious overcapacity". Although the expectation of environmental protection and low carbon still maintains the trend of "continuous overweight", "normalization of staggered peak production" and "carbon peak" have some constraints on the compression of cement supply in most regions, due to the overall weakening of market demand, the original production intensity of compressed cement has been difficult to reverse the current contradiction between supply and demand in a large scale, and the market. The effect of regulation and control on the supply side of superimposed peak staggering production is weakened, and the market competition is further intensified.

2024-08-28 11:34:46

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

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

Domestic construction conditions have not improved significantly, coupled with the small number of new key projects, the market demand is still relatively low, and the price of concrete has fallen more or risen less. From August 8 to August 14, the national concrete price index closed at 114.48 points, down 0.33% annually and 11.69% year-on-year.

2024-08-17 10:46:53

Demand is still weak, and concrete prices begin to decline.

2024-08-16 17:16:26

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

We need to establish the core values of "others earn more, I can earn more" to guide production and operation. In the short run, only by actively limiting production and restoring the balance of supply and demand in the weak market, can the cement industry achieve a recovery in efficiency. Without enough initiative and consistency to limit production, all those who talk about the price of cement are cheaters and hooligans, and they can not succeed.

2024-08-13 15:12:11

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

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

In the traditional off-season, concrete demand continues to weaken..

2024-08-09 15:44:53

For an industry, it is very important to maintain a reasonable profit level. Reasonable profit is not only an important basis for the survival and development of enterprises, but also a source of power to promote technological innovation and high-quality development of the industry. The current "involution" competition in the cement industry is more like a farce of "one loss, all losses". When the farce will end depends on the actions and efforts of all cement enterprises. The first is to strengthen industry self-discipline, the second is to advocate rational competition, the third is to promote industry integration, and the fourth is to guide and supervise the government.

2024-08-09 10:05:39

The vicious competition of "involution" is a game without winners.

2024-08-08 10:38:47

Did the summary not express clearly, or did it not introduce the new requirements of the country at all at the symposium and use "up to standard"? Because this "standard" is quite different from the ultra-low emission requirements, the construction unit needs to further clarify it.

2024-08-06 11:54:29

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

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 view of the loss predicament of the cement industry in the first half of the year, Zhejiang Cement Association put forward a proposal to prevent involution competition.

2024-08-02 15:00:00

Pursue quality management and effective development, reduce production and consumption intensity, and reduce ineffective supply.

2024-08-02 13:05:35

At the beginning of July, the market along the Yangtze River ushered in the third round of cement price increase in the year, with a range of 50 yuan/ton, but most of them only implemented 20-30 yuan/ton, and some markets did not even increase the price at all.

2024-08-01 14:23:38

Looking forward to the second half of 2024, we believe that the demand for cement will improve compared with the first half of the year, and the price will continue to rebound. However, under the constraints of weak demand and serious overcapacity, the repair of cement price is limited. Throughout the year, cement demand will face

2024-08-01 09:19:52

Demand is declining, supply is increasing, and the price of sand and gravel industry is adjusted in an all-round way.

2024-07-31 15:56:20

Since December 12, major enterprises in Changdu have notified an increase of 50 yuan/ton in cement prices, and the specific implementation remains to be observed.