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。

All can be viewed after purchase
Correlation

According to China Cement Market Data Center, the northwest cement market has recovered weakly, the market in Shaanxi has stabilized in stages, and the price of Gansu, Qinghai and Ningxia has stabilized under the new rising fatigue.

2025-03-31 15:34:56

According to China Cement Market Data Center, with the increase of clinker supply in Northeast China, the price of Liaozhong Cement has dropped by nearly 50 yuan/ton. Under the background of unsolved inventory pressure and weak demand, the short-term market will remain weak.

2025-03-31 14:44:41

According to China Cement Market Data Center News, the Beijing-Tianjin-Hebei region was impacted by foreign low-price cement, the price of cement in central and southern Hebei was adjusted back to the level before the rise, and the leading enterprises in northern Hebei were still stable; the market in Shanxi and Inner Mongolia maintained a state of false rise due to weak supply and demand, the actual transaction was low, and the enterprises were on the sidelines.

2025-03-31 14:27:44

On March 20, the Ministry of Ecology and Environment issued the Work Program of the National Carbon Emission Trading Market Covering Steel, Cement and Aluminum Smelting Industries (hereinafter referred to as the Program).

2025-03-26 13:40:39

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Sun Zhengjun, Minister of Nanjing Kaisheng Kaineng, made a keynote report on the application and case sharing of new high-efficiency reheat cement waste heat power generation technology.

2025-03-25 14:13:30

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Ji Xuechao, technical director of Shandong Shengruida, made the theme report of "Integrated Platform for Management, Control and Governance-Helping Cement Enterprises to Accept Ultra-low Emission".

2025-03-25 14:11:29

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Li Shiqiang, General Manager of Ruilong Heavy Industry, made a keynote report on "Zero Power Consumption and Increasing Production-Rebuilding Old Production Lines to Reduce Costs and Increase Efficiency".

2025-03-25 14:01:07

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Fan Shengqiang, Marketing Director of Sred Environmental Protection, made a keynote report on RDF/SRF Preparation Technology for Alternative Fuel of High Quality Cement Kiln.

2025-03-25 13:57:59

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Wang Yongliang, General Manager of Hangzhou Fuyang Hengtong, made the theme report of "Industrial Valve Optimization Solution".

2025-03-25 13:54:06

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony Technology Special Event sponsored by China Cement Network was held in Hangzhou, Zhejiang Province. Zhou Yanquan, general manager of Wuhan Blue Haiyan, made the theme report of "0-1 + Free".

2025-03-25 13:49:09

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Yan Junjie, product manager of Jinyu Tongda Refractory, made a keynote report on "New Technologies for Energy Saving and Emission Reduction of Cement Kilns".

2025-03-25 13:29:39

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Lai De, senior algorithm engineer of Zhongcai Bangye, made the theme report of "Cement Scene AI Small Model + Big Model Double Model Fusion Application Case Practice and Thinking".

2025-03-25 13:27:05

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Su Tao, general manager of Wuxi Jinhua, made the theme report of "Intelligent Digital Wear-resistant Surfacing of Roller Press Vertical Mill".

2025-03-24 17:50:23

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Li Xiang, General Manager of Zhengzhou Lifu, made a keynote report on the application of titanium-aluminium and microcrystalline ceramic materials in key parts of cement kilns.

2025-03-24 17:33:04

Looking forward to the future, with the joint efforts of the government, associations and enterprises, relying on the unswerving belief and the spirit of continuous innovation, the cement industry will break through the haze, successfully achieve transformation and upgrading, stride forward on the broad road of high-quality development with a brand-new attitude, and write its own brilliant chapter.

2025-03-24 17:09:55

According to China Cement Market Data Center, cement prices in the Yangtze River Delta region of East China have stabilized after rising as a whole, and cement prices in Fujian are brewing to continue to rise. The implementation in Shandong is not good enough, and some of them have fallen back to the level before the rise.

2025-03-24 14:57:35

According to the China Cement Network Market Data Center news, last week, Guangdong Pearl River Delta, Western Guangdong and Hainan and other market notifications rose 20-30 yuan/ton, Guangxi region rose after the temporary stable operation. Last week, cement prices in the two lakes region were temporarily stable, and some regions in eastern Hubei began to notice a rise.

2025-03-24 14:33:03

According to the data center of China Cement Network, the cement market in Northeast China was stable as a whole last week, and the price did not fluctuate significantly.

2025-03-24 14:17:15

According to the data center of China Cement Market, the cement market in southwest China is weak. Prices in Sichuan are mainly stable, while cement prices in Chongqing and Yunnan are weak this week.

2025-03-24 13:26:12

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Tang Hong, the application engineer of Brook Automation, wrote the theme report of "X-ray Analysis Overall Solution Helps Cement Enterprises Reduce Costs and Increase Efficiency".

2025-03-21 10:26:59

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Chen Weixiang, Sales Manager of Smithfield China, Germany, made a keynote report on "How to maximize the substitution of alternative fuels and biochemical fuels".

2025-03-21 10:24:20

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Ma Bo, General Manager of Guangdong New Juneng, made the theme report of "Reconstructing Zero Carbon Competitiveness-Practical Operation of Energy Storage in Cement Enterprises".

2025-03-21 10:22:45

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Chen Wangzhu, Vice President of yuanzhi Environmental Protection Chongqing Branch, made a keynote report on the integrated solution of ultra-low emission, high temperature and low dust SCR dust and nitrate in cement industry.

2025-03-21 10:20:45

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Du Bin, Director of Xinyun Zhilian Business Department of China Building Materials, made the theme report of "Cement Quality Optimization Control Solution Based on Big Data Model Application".

2025-03-21 10:18:01

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Ye Youlan, deputy general manager of Zhejiang Zhigao, made the theme report of "Zhigao Machinery Helps the New Development of Cement Industry".

2025-03-21 10:16:13

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Bi Guixian, Senior Project Manager of Dongfang Measurement and Control Cement Industry, made the theme report of "Dongfang Measurement and Control Intelligent Factory Overall Solution Helps Cement Enterprises Develop with High Quality".

2025-03-21 10:14:09

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Lu Shoujiang, deputy general manager of Shijing Science and Technology, made a keynote report on the application of carbon capture technology and the sharing of its advantages.

2025-03-21 09:52:08

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Shi Caijun, chief professor of Hunan University, a national specialist, made a keynote report on "Mineralization and Utilization of Carbon Emissions in Cement Industry".

2025-03-21 09:49:57

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Yan Haochun, General Manager of the Certification and Evaluation Center of the State Inspection Group, made the theme report of "Digital Carbon Management Platform Enabling Cement Enterprises to Connect with the National Carbon Market".

2025-03-21 09:43:21

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Zhou Jian, Technical Director of Anhui Zhongkai, made a keynote report on the introduction of intelligent management and control platform for cement cargo flow.

2025-03-21 09:09:58

Yin Qunhao, Secretary-General of Shandong Cement Industry Association, pointed out that the output of clinker and cement in Shandong Province declined last year, with a slight loss in industry profits and poor enterprise efficiency.

2025-03-20 14:45:18

Xiao Jiaxiang, Executive Chairman of China Cement Association, made a brilliant speech. Xiao Jiaxiang pointed out that the current and future situation facing China's cement industry is difficult and complex, in this situation, I hope you will remain rational and tenacious. In difficult times, we must rationally judge the situation and make rational decisions, especially at the leadership and decision-making levels.

2025-03-20 14:44:37

At present, the decline in profits of the cement industry is far greater than decline in demand, but the cement industry has invested a lot, including mines, electricity, coal and so on. If the industry faces difficulties and reduces staff and salaries, then the stability of the industry will be impossible to talk about.

2025-03-20 14:43:27

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony Technology Special Event sponsored by China Cement Network was held in Hangzhou, Zhejiang Province. Ma Weiping, chairman of OCC, delivered a speech.

2025-03-20 14:29:17

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony Technology Special Event sponsored by China Cement Network was held in Hangzhou, Zhejiang Province. Shao Jun, chairman of China Cement Network, delivered a speech.

2025-03-20 14:28:55

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Sui Tongbo, Vice President and Professor-level Senior Engineer of Sinoma International, made the theme report of "Green Low Carbon Technology Path and Prospect of Cement Industry".

2025-03-20 14:28:18

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network "Technology Special Event" was held in Hangzhou, Zhejiang Province. Fu Hongzheng, Vice President of Zhengzhou Zhenjin Refractory Technology, made the theme report of "Breakthrough in the Application of Domestic Refractories in the Key Parts of Kilns with a Daily Output of 10000 Tons".

2025-03-19 17:32:15

On March 13, the 14th China Cement Industry Summit and TOP100 Award Ceremony Technology Special Event sponsored by China Cement Network was held in Hangzhou, Zhejiang Province. Lu Shichang, Chairman of Langjie Intelligence, made the theme report of "Bring your own equipment to undertake the loading labor service of cement enterprises".

2025-03-19 17:24:39

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou. Zhang Liqun, a researcher in the Department of Macroeconomic Research of the Development Research Center of the State Council, brought the theme report "Focus on Expanding Domestic Demand and Opening a New Cycle of Economic Growth as soon as possible-Analysis and Prospect of Macroeconomic Situation in 2025".

2025-03-19 11:17:17

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou. Huang Zhengxue, Director of Land Planning Research Department, Institute of Land Development and Regional Economics, National Development and Reform Commission, shared the report "Shape" and "Potential" of China's Economy.

2025-03-19 11:16:53

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou. Chen Jinliang, secretary and chairman of the Party Committee of China Railway Material and Trade Group Co., Ltd., shared the theme report "Exploring the Road of Industrial" Digital "Transformation and Creating the Ecological Circle of Cement Supply Chain".

2025-03-19 11:16:36

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou. Ma Weiping, Chairman of OCC (Yangtze River Cement Enterprise Alliance), made a keynote report "OCC-Building Industry Ecology to Promote High Quality Development".

2025-03-19 11:16:19

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou. Yang Kewei, deputy general manager of Kerui Research Center, brought the report "Current Real Estate Market Situation and Industry Development".

2025-03-19 11:16:00

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou. Qi Yanyong, an associate professor of Southwest University of Science and Technology, shared the theme report "Judgment and Optimization of Decomposing Furnace Conditions" with the participants.

2025-03-19 11:15:44

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou. Pi Yubiao, deputy general manager of Jupai, shared "Cement Jupai" to help cement industry one-stop disposal of idle waste assets.

2025-03-19 11:15:26