基建、房地产项目回暖 水泥供不应求! 抚州水泥价格上涨!

2020-05-22 11:11:53

自春节到现在, M32.5级、42.5级的水泥分别为390元/t、450元/t,水泥共上涨了30元/t。同比上涨15元/t ,环比上涨10元/t。

一、总体情况

目前抚州全市5家水泥生产企业均已全面复工复产,但受疫情及水泥市场季节性影响,产能未得到充分释放,曾出现开一天停三天的情况。江西明生、抚州红狮均因为熟料及混合材不足或者不能及时到位,一周实际产能5000吨左右;南城南方虽熟料储备较多,但因处于水泥销售淡季,熟料生产线3月底才完成大修,产能同样没能正常发挥。为促进企业全面复工达产,将进一步加强企业与福建龙岩、宜春、吉安等周边地区熟料、燃煤炉渣及粉煤灰等水泥产业链企业的沟通对接,实现才能共享;并进一步督促市重点项目加快建设力度,努力拓宽水泥销售市场。

二、近期水泥价格上涨情况

1、上涨情况

自春节到现在, M32.5级、42.5级的水泥分别为390元/t、450元/t,水泥共上涨了30元/t。同比上涨15元/t ,环比上涨10元/t。抚州红狮水泥有限公司在春节期间每月产量为2万吨,目前已达到正常的6万吨;南城南方水泥有限公司今年刚刚投资2000万元对熟料生产线进行设备改造,日产能已达到5800吨,水泥粉磨产量也已达到每月10万吨。

2、上涨原因

水泥厂家环保检查、节能减排,停窑检查维修,部分环保质量不达标企业停产整改,水泥产量有限供不应求。供不应求是主因,市场需求因各城建项目、房地产项目陆续开工而开始增长;水泥的生产成本的上涨是次因,比如熟料、煤炭、矿渣粉煤灰等水泥混合材、人工成本、运输成本等都在上涨。在这两大因素支撑下,水泥一再上涨。

3、上涨影响

水泥价格的上涨,致使以水泥为原材料的建筑材料都或多或少的有所上涨。比如商品砼、砂浆、水泥砖、加气砌块、混凝土预制构件等。建材的上涨也导致了建筑工程的成本上涨,部分建筑企业若签的是固定单价、固定总价合同,相对来说损失也很大。建材上涨成品直接都由施工企业承担,一旦风险超过施工企业的承受能力,可能就会出现合同履约问题,如出现工程进度延缓、停滞等。对于国有投资项目来说,工程结算超预算,就需要走增加超预算部分的资金,过程复杂,时间长,不可控情况较多,这类风险就需要施工企业来承担。

4、后期形式

中央及各地方政府相继出台政策,大力推动基建投资,受此影响业内普遍预计,国内水泥行业全年形势依旧看好,未来水泥价格依旧一路看涨。

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Correlation

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