[水泥大数据研究院]水泥产业链指数运行周报(2020.11.06)

2020-11-06 16:43:31

[水泥大数据研究院]水泥产业链跟踪周报,更多数据、市场分析、研究报告可登陆水泥大数据(https://data.ccement.com/)查阅……......

一、本周水泥产业链指数表现

本周五,全国水泥价格指数为152.11点,环比上涨0.82%,同比回落1.68%;熟料价格指数为135.97点,环比上调0.13%;混凝土价格指数为146.20点,环比回落0.05%,同比回落4.66%;矿粉价格指数为81.58点,环比回落5.00%,同比回落16.28%;碎石价格指数为99.96点,环比价格上涨0.02%,同比回落2.62%;砂浆价格指数为97.43,环比上涨0.80%;煤炭:山西优混价格指数为610.00点,环比价格上涨1.33%,同比上涨11.93%。

数据来源:水泥大数据(https://data.ccement.com/

二、水泥行业本周动态点评

1. 生态环境部:《长三角地区2020-2021年秋冬季大气污染综合治理攻坚行动方案》、《京津冀及周边地区、汾渭平原2020-2021年秋冬季大气污染综合治理攻坚行动方案》正式发布

近日,生态环境部正式印发关于长三角、京津冀及汾渭平原地区大气污染综合治理攻坚行动方案的通知,两份文件分别针对各地区大气污染治理提出主要思想及行动重点指导。

简评:针对水泥行业,本次行动方案重点强调:落实产业结构调整要求;推进VOCs治理攻坚;实施差异化减排措施。各地区应严格执行水泥产能置换办法、优化产能布局,从而正确评估水泥环保成本、还原真实行业效益。此外,水泥企业应关注烟气脱硝技术升级改造,本次行动方案意将控制VOCs等导致臭氧污染有害气体的排放。实施绩效分级差异化减排一直是水泥行业的主流趋势,“一刀切”已成为过去时,鼓励“先进”环保企业、鞭策“后进”企业势必成为行业在重污染天气应急减排中的主要管理办法。

2. 成达万高铁开建!川渝一体化再进一步!

11月4日,成达万高铁可研报告获批,该项目是国家发布《推动长江经济带沿江高铁通道建设实施方案》以来,即将开工建设的第一个重大项目。该线路自成都起,经四川资阳市、遂宁市、南充市、达州市至重庆开州区、万州区。为推进成渝地区双城经济圈建设,截至今年9月底,共推出的31个、总投资5563亿元共同实施重大项目,已相继开工建设20个,累计完成投资260亿元。

简评:又一成渝地区重大项目开工,对区域水泥需求再具提振作用。以平均每公里高铁建设大体需要消耗1.6万吨水泥计算,成达万高铁新建铁路432.4公里,将拉动约690万吨的水泥需求。其施工期限约5年,另有川渝地区双城经济圈重大项目陆续开建,后续四川及重庆地区水泥企业将持续收益于基建端水泥需求增长。

3. 专项债发行已入尾声,资金将用于民生领域及重大项目建设

财政部数据显示,截至10月底,今年累计发行地方债61218亿元,其中,新增债券44945亿元,再融资债券16273亿元。新增债券中,一般债券发行9479亿元,完成全年计划的100%;专项债券发行35466亿元,完成全年计划(37500亿元)的94.6%,完成已下达额度(35500亿元)的99.9%。

简评:从发行额度来看,截至10月底,专项债发行已基本完成全年发行计划,重心将转向专项债的使用中。按照“资金跟着项目走”的原则,10月专项债券资金主要用于城镇老旧小区改造、医疗卫生等重点民生领域,以及交通基础设施、市政和产业园区基础建设等重大基础项目建设。多领域均与水泥息息相关,由于项目的持续性,对未来一段时间内的水泥需求都存在资金端的支撑。

 三、混凝土行业本周动态点评

1、《混凝土结构设计规范》GB 50010-2010发布后的第二次局部修订:C15砼成为历史

本次修订是《混凝土结构设计规范》GB 50010-2010发布后的第二次局部修订,根据住房和城乡建设部《关于印发<2019年工程建设规范和标准编制及相关工作计划>的通知》(建标函〔 2019 〕8号)的要求,并已完成征求意见稿。

主要局部修订内容如下:

1 表3.5.3的结构混凝土材料耐久性基本要求将氯离子含量由“占胶凝材料总量百分比”改为“占水泥用量的质量百分比”,二b、三a、三b环境的氯离子最大含量数值要求分别从0.15%、0.15%、0.10%加严为0.10%、0.10%、0.06%。

2 提高混凝土强度应用的最低等级要求。4.1.2条素混凝土结构的混凝土强度等级由“不应低于C15”改为“不应低于C20”,钢筋混凝土结构的混凝土强度等级由“不应低于C20”改为“不应低于C25”。删除4.1.3条、4.1.4条中C15混凝土的强度指标。

简评: 《混凝土结构设计规范》GB 50010-2010发布后的第二次局部修订,对环境的氯离子最大含量数值要求加严格,和提高混凝土强度应用的最低等级要求。一方面是符合当下绿色环保背景,另一方面,是遵循100年建筑的高质量目标,提高混凝土产品强度标准,同时也提高混凝土产品的统一性和标准性,对混凝土行业来说,是利大于弊。

2. 全国最大环保搅拌站投产 中联重科打造“陆上超级航母”

近日,在首届湖南(岳阳)口岸经贸博览会召开之际,湖南天欣集团·富强科技绿色建材基地隆重举行一期竣工、二期开工典礼。富强科技拥有目前全国规模首屈一指的高端智能环保搅拌站,该搅拌站由中联重科设计并打造,年产能高达800万方,是一座占地面积超500亩的“陆上超级航母”。庆典仪式上,湖南天欣集团董事长王五星表示,富强科技全面引进了中联重科的高精尖设备,6条270型的中联重科新型环保混凝土生产线,年生产能力达800万立方米,可全方位无缝对接岳阳市范围内的所有大小项目,能更好地满足港区和市内重大项目建设的需要。

中联重科研发人员介绍,相比传统搅拌站,中联重科环保搅拌站的粉尘飞扬情况可有效控制,并减少环境污染,控制污水流入江河,同时,工艺装备能力和工艺质量控制条件决定了产出混凝土的高性能优质量,有利于混凝土的质量控制,提高了工程质量。同时,可极大地减轻了劳动强度,提高了劳动生产率,是实现建筑工业化的重要途径。

简评: 近期湖南天欣集团的富强科技绿色建材基地竣工,引进中联重科的6条270型的中联重科新型环保混凝土生产线,年产能据悉在800万方,产能规模相当之大,同时还是符合当下环保要求的环保型搅拌站,可以有效控制粉尘飞扬情况,极大的减少环境污染。此外,近几年岳阳的房屋施工面积一直处于高增速增长,2019年岳阳房屋施工面积达2610.05万平方米,同比增长16%。而今年因疫情以及政府加强房地产调控政策-“三道红线”,各地房屋施工面积增速开始放缓,截止9月,岳阳的房屋施工面积增速转成中增速运行。虽然岳阳的房屋施工面积增速放缓,但仍有房屋在建设,对商混需求也有支撑,同时在岳阳有47家搅拌站,而湖南天欣集团最大搅拌站800万方商混产能投产,对岳阳混凝土行业供需将产生冲击,不过因得益于产能规模,湖南天欣集团一方面可以在和同行竞争中,有产能优势和规模优势,另一方面是混凝土质量有所保障和供应如常,在秋冬大气 污染防治的情况下,可以不用接受停产整治,正常供应商品混凝土。

 四、混凝土下周预测

本周,全国混凝土价格指数报146.2点,环比下滑0.05%,前期环比上涨0.18%。与去年同期相比,价格回落4.66%。分地方来看,吉林、海南和江西价格上涨5-7元/方,而山东价格下跌5元/方左右。

天气方面,未来十天(11月5-14日),全国大部分地区降水量明显偏少,同时影响我国的冷空气势力较弱,全国大部分地区平均气温较常年同期偏高。除此之外,最低温度0℃线将位于华北北部及陕西北部一线。内蒙古东北部、东北地区北部先后有小到中雪或雨夹雪,青海东南部局地有大雪。

综上所述,偏北方地区陆续准备进入冬季施工状态,而华东、中南和西南需求仍维持稳定增长趋势。总体来说,下周全国需求仍稳定向好运行。成本方面,全国水泥价格仍维持强势行情,而砂石也呈现涨势,预计下周全国商混价格仍将偏强运行。

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Correlation

According to the information from China Cement Market Data Center, the demand in Northwest China is weak, the demand in Guanzhong of Shaanxi has reached the peak, but the enterprises have stabilized the price to support the market, and the pressure of dark drop is looming; the price depression in Ningxia continues to impact the market in Gansu and Shaanxi; the situation of maintaining stability in Xinjiang is remarkable.

2025-04-25 17:28:03

According to the data center of China Cement Market, the demand for cement in southwest China is weak, the price of cement in Chongqing is weak and stable, and the fatigue in Yunnan is pushed up.

2025-04-25 17:20:00

According to the China Cement Market Data Center, cement prices in the Pearl River Delta region of Guangdong continue to decline, and Guangxi is weak and stable. Cement prices in the two lakes region generally fell.

2025-04-25 17:12:37

According to the data center of China Cement Network, the price of cement in central and southern Zhejiang has dropped by about 20 yuan/ton, the scope of price reduction in the Yangtze River Delta market has expanded, and the overall market price has changed from dark to bright around the end of the month.

2025-04-25 16:53:38

According to China Cement Network Market Data Center, driven by the policy of stopping kilns in the cement market in Northeast China, cement prices in Liaoning and Jilin have risen, while in Heilongjiang, due to the small price impact in the early stage, they have not followed the rise this time.

2025-04-25 16:44:28

According to the China Cement Market Data Center news, the Beijing-Tianjin-Hebei cement market is weakening, prices in southern Hebei are falling back; Shanxi and Inner Mongolia markets are light, and prices are temporarily stable.

2025-04-25 16:32:04

It is planned to rebuild 100000 kilometers of rural roads throughout the year, add 250 townships with three or more grades of roads, and add 12000 natural villages (groups) with large population with hardened roads. Industry insiders said that the new reconstruction of 100000 kilometers of rural roads is expected to boost domestic cement demand to a certain extent, but the volume will not be very large, expected to be 20,000-30,000 tons.

2025-04-25 16:26:25

On April 24, Ningxia Building Materials released a report for the first quarter of 2025, which showed that the company's operating income in the first quarter was 878 million yuan, down 44.0% from the same period last year; the net profit attributable to the parent company changed from a loss of 15.47 million yuan in the same period last year to a loss of 8.41 million yuan, and the loss was reduced; The net profit after deduction of non-attributable profit was changed into a loss of RMB18.32 million from a loss of RMB37.33 million in the same period of last year, and the amount of loss decreased; the net operating cash flow was RMB-27.59 million, representing a year-on-year increase of 56.4%.

2025-04-25 15:54:27

On April 24, the Chongqing Economic and Information Commission issued the Announcement on the Calculation Days of Annual Production Capacity of Chongqing Cement Clinker Production Line and the List of Enterprises Affiliated to It. According to the announcement, among the 47 cement clinker production lines in Chongqing, the annual production capacity of 22 cement clinker lines is 300 days, and that of 25 cement clinker lines is 270 days.

2025-04-25 15:54:20

It is reported that the green certificate is an electronic certificate with a unique identification code issued for renewable energy green power, and one green certificate unit corresponds to 1000 kilowatt-hours of renewable energy.

2025-04-25 14:54:47

In 2025, the cement industry in Saudi Arabia is in good shape. Companies are optimistic that domestic demand is expected to grow, supported by the "Vision 2030" project and increased government spending. Exports are expanding rapidly, while the production side is expanding cautiously. Saudi Cement's performance in 2024 has significantly strengthened its optimistic stance, and some companies have no plans to expand in the short term. The growth of the industry is driven by government projects, housing construction and export business. The promotion of large-scale projects, the recovery of housing projects and the growth of external demand jointly promote the development of the industry.

2025-04-25 13:29:25

"Overall, the cement industry into the carbon market has more advantages than disadvantages, although it increases the investment of enterprises, but it is conducive to promoting capacity clearance and industry concentration." Conch cement related responsible person said.

2025-04-25 10:46:42

Jinyuan announced that its operating income in 2024 was 6.734 billion yuan, an increase of 136.79% over the same period last year. Net profit attributable to shareholders of listed companies was 39.7145 million yuan, an increase of 105.85% over the previous year. Basic earnings per share is 0.05 yuan per share. The company plans not to distribute cash dividends, not to distribute bonus shares, and not to increase capital stock with reserve funds.

2025-04-25 10:42:03

According to the agreement, the two sides will adhere to the principles of complementary advantages, win-win cooperation and common development, and carry out in-depth cooperation in the fields of regional comprehensive development, material business and industrial integration, low-carbon and new energy industries, so as to create a model of cooperation between central and state-owned enterprises.

2025-04-25 10:42:01

Among them, 95 batches of cement products were sampled, 10 batches of unqualified products were detected, and the problem detection rate was 10.53%.

2025-04-25 10:36:16

Enterprise investigation APP shows that recently, Tianjin Dongsheng Urban Renewal Industry Operation Co., Ltd. was established. Its legal representative is Han Taoyuan, with a registered capital of 100 million yuan. Its business scope includes: park management services; landscaping construction; non-residential real estate leasing; housing demolition services, etc. Enterprise investigation of equity penetration shows that the company is jointly owned by China Jiaotong Second Highway Engineering Bureau Co., Ltd.

2025-04-25 10:27:53

The next five years will be a critical period for the transformation, upgrading and development of Shangfeng. Although we are facing all kinds of difficulties and challenges, as long as we continue to carry forward the spirit of perseverance and accumulation of Shangfeng people, make steady progress, unite as one, and go all the way, we will surely be able to achieve the goal of Shangfeng's vision and realize our life value!

2025-04-25 10:26:01

The average selling price of the company's cement products was higher than that of the same period last year, and the total operating income increased year on year. At the same time, through the work of "increasing income, reducing cost, controlling cost and increasing efficiency", the cost of cement manufacturing decreased by 2.16% year on year, and the comprehensive gross profit rate increased.

2025-04-25 10:14:17

As at the end of the reporting period, the total annual production capacity of cement clinker of the Company was approximately 18 million tons, the total annual production capacity of cement was approximately 20 million tons, the annual waste heat power generation capacity was approximately 86 MW, the total annual production capacity of commercial concrete was approximately 600,000 cubic meters, and the total annual production capacity of aggregate was approximately 18 million tons.

2025-04-25 10:04:31

On April 25, 2025, Shangfeng Cement (stock code: 000672), an A-share listed company, released its 2024 annual report and 2025 first quarterly report. In 2024, Shangfeng continued to demonstrate its excellent operational capability, and still achieved a revenue of 5.448 billion yuan and a net profit of 474 million yuan after deducting non-attributable profits despite cyclical fluctuations in the cement industry.

2025-04-25 10:01:50

On the evening of April 24, Shangfeng Cement released its annual report and quarterly report, while highlighting a new five-year development plan and a dividend scheme with a dividend rate of up to 7.5%. In the case that the scale of production capacity has not entered the top ten of the industry, the company's annual net return to the parent company ranks third among the listed companies in the industry, the comprehensive gross profit rate ranks first among the listed companies in the industry, and the net return to the parent company in a single quarter increases by 447.6%. While maintaining the high efficiency of the main business, the company's equity investment performance is outstanding, and a number of invested semiconductor science and technology enterprises have started to declare for listing one after another, and the newly released five-year planning report also clearly shows that the accumulation of its series of new economic equity investment will help the company to improve its quality and transformation.

2025-04-25 10:00:21

Iraq's prime minister launched a package of industrial projects on Thursday, mostly in the cement sector. Masna Province has launched six projects with a total investment of more than US $1.17 billion, including five cement projects and one chemical project. These projects help to achieve self-sufficiency in cement, reduce construction costs and create employment opportunities. Iraq's industrial development is facing many challenges. Since 2003, its industrial base has been destroyed and its economy is dependent on oil exports. However, the launch of this project is an important step to promote the strategy of economic diversification and lay the foundation for long-term development.

2025-04-25 09:53:11

The content shows that the replacement capacity of Xin'an Zhonglian Wanji Cement 4500t/d clinker production line is 1300t/d, and the capacity after replacement is 5800t/d. The transferred capacity comes from the 2500t/d clinker production line of the same company, which is used for the current capacity of 1300t/d, and the replacement ratio is 1:1.

2025-04-25 09:28:11

China Cement Network Market Data Center News, April 24, the Henan region again notified an increase in cement prices of about 20 yuan/ton. However, the current sales volume is 4-5% of the normal, and the demand is still low. After the opening of the kiln in early April, the cement clinker inventory of the enterprise has increased, and the implementation of the price increase remains to be observed.

2025-04-25 09:25:57

The market price of C30 concrete in Inner Mongolia ranges from 265 yuan/m3 to 315 yuan/m3, showing certain regional differences. Haraqin Banner in Chifeng City of Inner Mongolia has the highest price of 315 yuan per square meter, while Qingshuihe County and Tuoketuo County in Hohhot City of Inner Mongolia have the lowest price of 265 yuan per square meter.

2025-04-24 16:01:31

Since April 24, Henan has again notified the increase of cement price by about 20 yuan/ton, and the implementation remains to be observed..

2025-04-24 15:49:18

Since April 23, cement enterprises in Guiyang, Anshun, Tongren and other areas have been notified to raise the price of cement by about 30-60 yuan/ton, and the implementation remains to be observed..

2025-04-24 15:39:11

June this year is the 24th National "Safety Production Month", with the theme of "Everyone talks about safety, everyone will respond to emergencies-to find potential safety hazards around us", and June 16 is the National "Safety Publicity and Consultation Day".

2025-04-24 15:18:38

Implementing the negative list system of market access is an important decision-making arrangement made by the Party Central Committee and the State Council, and an important institutional arrangement for building a high-level socialist market economic system.

2025-04-24 14:39:18

The building materials industry carries out the docking activities of green building materials supply and demand and the cooperation and docking activities of inorganic non-metallic new materials industry chain. Implement the national cement production capacity management policy, guide the cement industry to carry out differentiated peak staggering production, and promote the recovery of cement prices.

2025-04-24 11:03:11

In accordance with the relevant provisions of the Company Law of the People's Republic of China and the Articles of Association of CCCC Shanghai Dredging Co., Ltd., the first meeting of the seventh session of the board of directors of CCCC Shanghai Dredging Co., Ltd. unanimously passed the following resolution: agreed to dismiss Wang Minqiu as the general manager of CCCC Shanghai Dredging Co., Ltd.; agreed to appoint Ding Jian as the general manager of CCCC Shanghai Dredging Co., Ltd.

2025-04-24 10:56:32

The content shows that there are 36 cement enterprises in the list in 2024 and 2025.

2025-04-24 10:52:51

The existing new dry process cement clinker production line with a daily output of 2500 tons (Φ4.0 * 60m) will be merged into a new dry process cement clinker production line with a daily output of 4000 tons (Φ4.8 * 72m) (i.e. 2 # clinker line). The total capacity will remain unchanged after the merger.

2025-04-24 10:42:22

On the evening of April 23, Tianshan Stock Company issued a quarterly performance announcement, saying that the revenue in the first quarter of 2025 was about 14.947 billion yuan, a decrease of 8.64% compared with the same period last year. The net profit loss attributable to shareholders of listed companies was about 1.494 billion yuan. The basic earnings per share loss was 0.2101 yuan. The revenue in the same period last year was about 16.359 billion yuan; The net profit loss attributable to shareholders of the listed company was approximately RMB1.923 billion, and the basic earnings per share loss was RMB0.222.

2025-04-24 10:03:28

Beginning in 2024, according to the requirements of the relevant policy documents of the Ministry of Industry and Information Technology, the cement industry began to fill the overcapacity. According to the statistics of China Cement Network, as of April 23, 57 production lines in the national cement industry had completed their production capacity, with a total of 19.45 million tons of cement clinker production capacity, and at least 41 production lines had been withdrawn, with a total capacity of 31.65 million tons.

2025-04-24 10:01:53

In 2024, the output of cement industry in the United States declined by 4.44%, and the dependence on imports increased. The decline in production was affected by factors such as factory closures, and domestic consumption was generally stable but seasonal differentiation. It imports 24 million tons of cement from many countries. Rising cement prices in the United States, the Trump administration's tariff policy brings uncertainty, if the tariff on Canada and Mexico has a significant impact, although American cement companies may benefit, there are also risks such as supply shortage, and some enterprises are more "Americanized".

2025-04-24 10:00:03

Xizang Langxian Gaozheng Building Materials Co., Ltd. intends to build a 4000t/d cement clinker production line project (hereinafter referred to as "Langxian Project") in Nyingchi City Langxian County by means of capacity replacement within the autonomous region.

2025-04-24 09:43:00

How to meet the "new deal of carbon emissions"? Li Kunming suggested that enterprises should work in a "three-pronged approach" from the production side, management side and market side to improve energy efficiency, increase investment in technology, establish professional teams, strengthen accounting and monitoring, and use financial instruments to actively participate in the market.

2025-04-24 09:24:04

Since April 23, the main cement enterprises in Liaozhong area have again notified the increase of cement price by 10 yuan/ton.

2025-04-23 17:24:32

The market price range of C30 concrete in Tianjin is between 280 yuan/m3 and 290 yuan/m3, showing some regional differences. Jinnan District has the highest price of 290 yuan per square meter, while Jizhou District and Xiqing District have the lowest price of 280 yuan per square meter.

2025-04-23 17:14:42

Recently, affected by the market situation, coupled with the poor implementation of the policy of staggering peak and stopping kilns, cement prices in Wuhan have fallen again, with a cumulative decline of about 30 yuan/ton..

2025-04-23 16:45:10

Relevant technicians of Suzhou Shijing Science and Technology Co., Ltd. pointed out that SCR is a very mature denitrification technology, which has been widely used in power and other industries. However, the cement industry still needs to focus on the catalyst, soot blower and reaction tower flow field to further optimize the three aspects.

2025-04-23 15:08:00

For a long time, cement has been the main loading and unloading cargo in Changgang Port. Faced with the continuous decline of domestic cement market demand in recent years, Changgang actively responded to the situation, actively sought change, timely adjusted the market development strategy, and took the development of foreign trade cement market as an important breakthrough in transformation and upgrading through comprehensive consideration of the domestic and foreign cement market.

2025-04-23 13:40:23

On April 21, information from the Beijing Property Exchange showed that 51% of the shares of Xin'an Zhonglian Wanji Cement Co., Ltd. held by China United Cement Group Co., Ltd. were listed for transfer at a base price of about 200 million yuan.

2025-04-23 11:50:52

Price governance is an important part of macroeconomic governance. In order to further deepen the price reform and improve the price governance mechanism, with the consent of the Party Central Committee and the State Council, the following opinions are put forward.

2025-04-23 10:34:13

The two sides will deepen cooperation around green building materials, new energy materials, circular economy and other fields, jointly create a new benchmark for the coordinated development of the industrial chain, and inject new momentum into the construction of "three places and one district" in Anhui.

2025-04-23 10:18:33

According to the announcement, the production capacity of Luoyang Huanghe Tongli Cement Co., Ltd. is 5000t/d after the cement clinker production line with a daily output of 4500 tons is completed. The replacement capacity for this project is 1000t/d of the 2000t/d clinker production line of Henan Tongli Cement Co., Ltd., and the replacement ratio is 2:1.

2025-04-23 10:13:11

The content shows that the annual production days of Zhengzhou Wanglou Cement Industry Co., Ltd. are calculated by 330 days, and the annual production days of 15 production lines of 11 enterprises such as Zhengzhou Jinghua Special Cement Co., Ltd. are calculated by 270 days.

2025-04-23 09:59:37

According to the information from China Cement Market Data Center, the demand in Northwest China is weak, the demand in Guanzhong of Shaanxi has reached the peak, but the enterprises have stabilized the price to support the market, and the pressure of dark drop is looming; the price depression in Ningxia continues to impact the market in Gansu and Shaanxi; the situation of maintaining stability in Xinjiang is remarkable.