[水泥价格指数第16周]:华东行情持续上调,局部涨价疲态初显

2017-04-24 15:07:48

上周全国整体市场行情仍处于上行通道,特别是华东地区普遍持续上调,但是部分其他地区上涨难度逐渐增大,河南地区前期涨价彻底失败,川渝联动破产,重庆主城区及周边价格回落。此外,浙江主导企业于24日开始再次上调水泥价格,哈尔滨地区主导企业计划五一开始推动新一轮涨价。

  上周全国整体市场行情仍处于上行通道,特别是华东地区普遍持续上调,但是部分其他地区上涨难度逐渐增大,河南地区前期涨价彻底失败,川渝联动破产,重庆主城区及周边价格回落。此外,浙江主导企业于24日开始再次上调水泥价格,哈尔滨地区主导企业计划五一开始推动新一轮涨价。

  上周末全国水泥价格指数收报108.90点,环比上涨0.74%,超过2015年17.50个百分点,超过去年同期32.97个百分点;长江水泥价格指数收报105.16点,环比上涨2.56%,较去年同期上涨26.61个百分点。

  图1:近三个月全国及长江区域价格指数走势

  数据来源:中国水泥网,中国水泥研究院

  分区域来看,上周华东地区仍维持上行,但其他多地价格上涨乏力,开始出现回落现象。其中,华东各省仍在持续上调水泥价格,区域水泥价格指数环比增长2.03%。西南地区,特别是重庆及周边地区需求不佳竞争加剧,区域水泥价格指数环比下滑0.37个百分点。华北地区部分水泥价格小幅回落,水泥价格指数环比下跌0.64%。此外,东北、中南和西北地区整体行情变化不大。

  表1:六大区域价格指数变化

  数据来源:中国水泥网,中国水泥研究院

  分省市来看,上周有10个省市自治区的水泥价格有所上调,长三角地区仍然是价格上涨主力。其中,上海地区P.O42.5散装水泥价格涨幅最大,达到6.53%,江苏、浙江和安徽分别有2.98%、1.62%和0.35%的环比涨幅。江西地区水泥价格持续反弹,周内环比上涨4.09个百分点。此外,北京地区水泥价格受中小企业影响有环比2.38%的回落,重庆需求不佳,价格竞争性下调1.57%。

  图2:全国31省市上周P.O42.5散装水泥价格环比涨跌幅度(%)

  数据来源:中国水泥网,中国水泥网行情数据中心

  东北地区工程开工逐渐增多,整体需求达到五成左右。其中,辽宁出货量虽有所恢复,但多是受到前期涨价刺激影响,区域大厂继续维持高价稳定,出货量相对不佳,部分企业为提升销量有小幅回落。此外,唐山低价水泥对辽西市场有一定的影响。黑龙江、吉林需求基本在三至五成左右,主导企业报价暂稳,但目前挂牌价较年前已回涨20~30元/吨。同时,哈尔滨地区主导企业计划五一开始上调水泥价格至少20元/吨。

  华北地区京津冀市场挂牌报价仍维持高位,但实际落实价格受中小企业影响并不理想。目前北京金隅冀东日销两万吨左右,挂牌报价在410元/吨左右,但唐山民营企业涨幅有限,到位价差价明显。天津地区需求回升有限,出货疲软。河北中南地区价格落实难度较大,小厂低价影响明显,部分市场低标价格出现回调。山西北部大同、朔州、沂州等地水泥价格继续上涨,中部太原地区的短时大幅拉涨落实较难。内蒙古地区需求尚在恢复,厂家销量恢复至四至五成,而且外销比例较大。

  西北地区市场总体平稳,部分地区还在落实前期涨价。其中,陕西榆林前期调账幅度较大,上周仍在推进落实,陕南和关中地区两轮上调已基本落实。近期关中需求尚可,受短时阴雨影响有小幅波动,天气晴好时大厂日销万吨左右。甘肃、青海三月涨价后基本落实,另外,两省部分厂家因矿山开采受限或生产事故影响产能发挥受限,推动涨价落实。新疆需求逐渐启动,虽然今年新疆项目投资较多,但现今多处于立项准备阶段,水泥需求还未释放,目前行情暂稳,且仍有小部分企业在停窑限产。

 华东地区市场行情整体维持上行,但长三角地区部分价格上调未能完全落实。月中江苏水泥价格普涨后,苏南地区高标水泥各厂多数落实10~20元/吨,19-20日苏北地区继续上调10~15元/吨,从市场反馈情况看,4月需求表现平稳增长有限,加之前期价格连翻上调,客户观望情绪加重。浙江衢州水泥市场受到江西的制约,价格上调落后于省内其他地区,但自月中江西价格普涨后,衢州水泥价格也开始出现反弹。同时,浙江沿海市场需求较好,水泥企业和中转库库存偏高,市场持续走高。此外,主导企业有意在24日对省内价格再次上调20~30元/吨左右。安徽市场需求进一步恢复,皖北熟料库存持续紧张,19日皖北地区水泥价格再次上调,皖南六安周边水泥、熟料价格持续上涨,带动六安在17日再次上调高标水泥价格。但是由于车辆限载,淮北地区水泥价格小幅下滑。月中江西地区水泥价格普涨,据悉尚有部分厂家未能全幅调整到位,赣州地区20日部分大厂开始通知上调水泥价格。福建福州前期调账基本落实到位,月中沿海海螺再次上调高标散泥价格,其余品牌暂未跟进。整体来看,除闽北受江西、浙江价格上调带动有上扬表现外,其他地区表现平平。山东省内熟料库存中等偏低,近期有外来低价熟料通过海运流入烟台、青岛、潍坊等地,对当地市场有所影响。

  中南地区市场行情大稳小动,局部市场略有上调。其中,河南月初调涨基本失败,中旬起豫北地区水泥价格率先回落,中南部周口、许昌等地大厂陆续回落20~40元/吨,同时受外省熟料价格影响,湖南熟料也难以维持前期高价水平。14~18日湖南怀化主要厂家陆续上调各品种水泥价格,湘西地区三月价格走低后,周内开始回涨。此外,永州、益阳价格竞争压力较大,部分厂家价格小幅下滑,且短期暂无回涨预期。湖北市场大体平稳,局部地区零星下调。周内鄂西北及豫西南地区主要厂家召开交流会议,意在规范市场秩序,营造区域良好市场环境。本周广东降雨增多,整体需求有所下滑,但主导企业库存适中,运行压力不大,周内梅州地区再次上调低标水泥价格,周边潮州等地同步走高,粤西阳江也有跟进上调。此外,茂名地区低标水泥价格竞争性走低20元/吨。广西需求受阴雨影响受到抑制,但周内百色、南宁、崇左等地熟料价格提涨10~20元/吨,水泥价格暂无上涨预期。

  西南地区阴雨增多,川渝局部市场持续走弱。四川成都及周边地区仍在落实上调水泥价格,但是由于近期需求不佳,企业库存压力大增,部分企业无意川渝联动上调,各自为战导致重庆及川东南市场陆续回落。四川广安、达州等地水泥价格回落对重庆主城区及合川、梁平、垫江、万州等交界影响较大,中旬以来重庆主要厂家下调各品种水泥10~20元/吨。此外,重庆綦江、万盛等南部山区受外围水泥价格影响不大,周内报价上涨20元/吨,但对整体行情趋势并无影响。贵州16日起主要厂家再次通知上调水泥价格,其中黔南州仅有个别片区通知上调,同时铜仁地区也开始涨价跟进周边地区价格。云南大理、丽江、昆明等地大型项目需求支撑较好,邵通地区水泥价格走高20元/吨。

  表2:上周各地水泥价格变动详情(元/吨)

  数据来源:中国水泥网行情数据中心


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Correlation

According to the data center of China Cement Market, the overall market demand in Northwest China has declined, some kilns have been shut down, and most prices are stable. For example, the cement market demand in Gansu is weak at present, especially in Lanzhou and its surrounding areas, the inventory of some manufacturers is not high.

2024-11-08 17:27:44

According to the information from China Cement Market Data Center, the price of cement in Chongqing in the southwest region is pushed up by 50-100 yuan/ton, and the implementation is to be observed; the price in Zhaotong in Yunnan is pushed up by 50 yuan/ton, and the implementation is to be observed; the price in Nanchong, Guang'an and Suining in Sichuan is pushed up by 50 yuan/ton, and the price in Yibin and Luzhou is partially dropped.

2024-11-08 17:19:35

China Cement Net Market Data Center News: Raw Materials Rise, Concrete Prices in Southwest China May Be Raised

2024-11-08 17:11:43

China Cement Net Market Data Center News: The market demand has weakened, and the price of commercial mixing in the northwest region has stabilized.

2024-11-08 17:02:18

The Northeast concrete market is weakening.

2024-11-08 16:28:02

The demand for concrete in North China is weak.

2024-11-08 16:18:52

Driven by the rising price of raw materials, the price of concrete in central and southern China has risen slightly..

2024-11-08 15:49:01

According to the information from China Cement Market Data Center, the price of cement in many places in Yunnan in southwest China has risen by 100 yuan/ton, and the implementation remains to be observed; Liangshan and Panzhihua in Sichuan have also begun to push up by 50 yuan/ton. In Guizhou, some major manufacturers in Qiannan, Qianxinan, Zunyi, Tongren and other regions have recently raised the cement price by 10-40 yuan/ton, while the quotation in other regions has been stable for the time being.

2024-11-01 17:32:29

China Cement Net Market Data Center News: The price of raw material cement in southwest China is pushed up, or the concrete market is pushed up.

2024-11-01 17:04:42

The concrete market in North China is relatively stable.

2024-11-01 17:02:53

The Northeast concrete market is weakening.

2024-11-01 16:52:08

China Cement Net Market Data Center News: This week, the northwest market is mainly stable.

2024-11-01 16:50:09

Cement prices in central and southern China are generally rising, and concrete prices may rise..

2024-11-01 15:49:36

According to the China Cement Network Market Data Center, the Pearl River Delta in central and southern Guangdong is planning to continue to push up cement prices by 30-50 yuan/ton around the end of the month, and the Guangxi region is temporarily stable. Cement prices in Hunan and Hubei continued to rise by 30-50 yuan/ton.

2024-10-25 17:23:23

China Cement Net Market Data Center News: The overall demand has weakened, and the price of concrete in the northwest region is mainly stable.

2024-10-25 16:30:17

The concrete market in Northeast China is stable, the demand is weak and the price is stable.

2024-10-25 16:14:15

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

Prices of raw materials in central and southern China continue to rise, and the concrete market has not yet fluctuated significantly..

2024-10-25 15:28:18

Southwest raw material cement prices push up, or push up the concrete market..

2024-10-25 14:53:28

China Cement Net Market Data Center News: Concrete Prices in Northwest China Remain Stable

2024-10-18 17:17:47

Raw material prices continued to rise, and concrete prices in the central and southern markets were mixed..

2024-10-18 17:14:14

The price of raw materials in Sichuan and Chongqing is pushed up, the implementation is relatively positive, and the price of concrete is mainly stable.

2024-10-18 17:03:45

The activity of the concrete market in Northeast China has declined.

2024-10-18 16:33:27

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

2024-10-18 16:21:12

According to the China Cement Market Data Center, the price of cement in Lanzhou-Baiyin area of Gansu Province has risen by 10 yuan/ton; the prices in Qinghai, Ningxia, Xinjiang and Shaanxi are stable. Affected by the big drop in temperature, rain and snow before the festival, the market demand in Qinghai has declined significantly. As the weather cleared up, cement sales in the region rebounded, and the market showed signs of warming up.

2024-10-12 17:29:56

According to China Cement Market Data Center, cement prices in central and southern Guangdong, western Guangdong and the Pearl River Delta region will be raised by 20-30 yuan/ton this week, and cement prices in Guangxi will also be raised. The Hubei region continued to push up 30-50 yuan/ton, the overall market in Hunan was stable and small, and the Yueyang region was notified to rise.

2024-10-12 17:23:19

The mixed market in the northwest region is mainly stable.

2024-10-12 15:53:01

The shipment of concrete in Northeast China has increased, and the market demand has recovered slightly.

2024-10-12 15:51:09

Raw material prices pushed up, and concrete prices in the central and southern markets were mixed..

2024-10-12 15:45:27

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

2024-10-12 15:40:02

The price of raw materials is pushed up, and the price of concrete in southwest China is mainly stable temporarily.

2024-10-12 15:13:04

China Cement Net Market Data Center News: The market demand in the northwest region has not changed much, and the price of concrete is stable.

2024-09-27 16:56:30

The demand for concrete in Northeast China is weak, and the implementation of raw materials is not good.

2024-09-27 16:55:43

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

According to the China Cement Network Market Data Center news, the implementation of cement prices in the Pearl River Delta region of Guangdong in the central and southern regions is general, while the Guangxi region is stable and declining. Eastern Hubei and other regions plan to push up the price of cement by 30 yuan/ton again. Driven by the price increase in eastern Hubei, individual market prices in Hunan have been notified to rise again.

2024-09-27 16:48:15

Market demand has not improved, and concrete prices in some parts of central and southern China have declined slightly..

2024-09-27 16:04:01

The price of raw material cement in many places in southwest China continues to rise, or will affect the price of concrete..

2024-09-27 15:42:03

According to the China Cement Network Market Data Center, cement prices in the Pearl River Delta market in central and southern Guangdong are planned to stop falling and rise again, while prices in individual markets in Guangxi have experienced a second round of decline. During the Mid-Autumn Festival, the range of price increases in the two lakes areas has been extended to the whole province, pushing up by about 30 yuan/ton. Since the 10th, some major manufacturers in Henan have pushed up the price of cement by 30 yuan/ton, but the actual implementation is not ideal, some enterprises have not implemented in place, and the quotation remains at the level before the rise.

2024-09-20 17:10:16

The concrete market in Northeast China is depressed and the overall demand is weak.

2024-09-20 16:49:34

China Cement Net Market Data Center News: The commercial mixed market in Northwest China is running steadily.

2024-09-20 16:41:28

The price of raw materials has been pushed up, and the price of concrete in the central and southern markets has been temporarily stable.

2024-09-20 16:36:23

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

2024-09-20 16:25:22

The price of raw material cement in Chongqing and Sichuan continues to rise, and the price of concrete may rise slightly..

2024-09-20 15:11:23

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

2024-09-14 16:59:31

Demand is still not ideal, and the price of concrete in southwest China is mainly weak and stable.

2024-09-14 14:49:44

The price of raw materials has been pushed up one after another, and the price of concrete in the central and southern markets may rise slightly..

2024-09-14 14:43:45

The price of concrete market in Northeast China is stable to cope with the limited construction period.

2024-09-14 14:33:42

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

China Cement Net Market Data Center News: There is no significant change in the commercial mixed market in Northwest China.

2024-09-14 13:46:16

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

2024-09-06 17:14:22

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.