[周评]华东:高温酷暑 水泥、熟料行情两极分化

2017-07-24 14:07:34

华东长三角市场水泥、熟料行情两极分化,熟料价格上调有望,部分市场水泥价格却仍在下跌。高温酷暑成为该地区多数省份水泥需求和价格双双下跌的主因。

  据中国水泥网行情数据中心消息,华东长三角市场水泥、熟料行情两极分化,熟料价格上调有望,部分市场水泥价格却仍在下跌。高温酷暑成为该地区多数省份水泥需求和价格双双下跌的主因。

华东地区水泥价格指数K线图

  江苏:受高温天气影响,17-20日江苏中北部地区水泥价格继续走低,上周内泰州地区主要企业各品种水泥地销价格下调15元/吨,对扬州市场下调10元/吨,其他厂家陆续跟降。北部连云港、盐城、淮安地区主导企业开始下调水泥出厂价格15-25元/吨,其中连云港主要地产水泥对汽运42.5级散装水泥出厂下调15-20元/吨;盐城地区降幅基本在15元/吨;淮安地区下调20-25元/吨,高标散装水泥在20元/吨左右。此外,7月中旬苏南苏锡常地区主要厂家高标散装水泥价格继续走低10-20元/吨。熟料方面,近期长三角熟料整体库存下降较快,粉磨站进购补充库存数量增加,周内常州部分低价熟料已经有小幅回涨表现,到七月底到八月初环太湖熟料价格或有望回涨。

  浙江:近期梅雨结束后,天气放晴,浙江杭州地区水泥需求上升,熟料消耗增加库存快速下降至五成,少数企业低至三成。加之月底浙江环保督查,区域停窑限产力度或将加大,市场上熟料囤积情况增多。受此影响,19日起杭州地区熟料价格通知上调20元/吨,调后熟料出厂价格在300元/吨左右,水泥价格则暂稳。若熟料价格上调成功,七月底到八月初水泥价格有可能小幅试探上调,且省内沿海市场近期也有上涨预期。

  安徽:近期市场处于淡季,周边水泥价格下调走低。为提升销量,缩小与中小厂家间价差,13日-15日安徽六安、芜湖地区主要企业对地销水泥价格下调10-20元/吨,区域也有部分同业陆续跟进调整。同时,上周内皖北部分地区价格仍有松动,亳州、淮北等地仍有部分厂家价格小幅走低5-10元/吨。此外,近期下游粉磨企业熟料仓储增加,沿江地区熟料库存多数降至中位偏低,主要企业已有意近期提价20元/吨左右。

  山东:7月15日起山东枣庄、临沂、日照、泰安、烟台等多地熟料生产线陆续点火复产。此前,由于停窑各地主导企业熟料出厂报价相对维持较高,基本在350-380元/吨。但近期以来受阴雨高温天气影响,水泥、熟料市场需求相对较淡,目前,枣庄、日照、烟台、淄博等地实际成交多在290-320元/吨。水泥价格方面,停窑影响,基本处于大稳小动,虽然部分主要厂家有提涨意愿,但淡季需求不足基本以稳价为主。此外,18日起济宁地区部分厂家通知下调42.5级散装水泥价格10元/吨。枣庄地区出货量仅在常态五到六成,价格逐渐趋稳。

  福建:受淡季影响,市场需求减少,加之价格竞争,继7月10日厦泉漳地区部分大厂率先下调水泥价格20-30元/吨后,近期区域内一些同业水泥价格陆续同幅跟进下调。周边莆田地区同步下调水泥价格10-20元/吨。总体来看,“金砖五国”会议影响,厦门及周边闽南沿海需求继续减少,区域水泥价格仍有下调压力。

  相关产业信息:

  从财务指标看海螺水泥核心竞争力究竟在哪

  这些因素背后的深层次原因来自海螺水泥优秀的机制和卓越的团队,尤其是股权结构和内部机制。

  经济日报:错峰生产有利水泥行业去产能

  近日,内蒙古、山西等地陆续推出夏季水泥错峰生产计划,华东、华北等地区也将相继推出新一轮错峰计划,这使得水泥行业停窑限产增效趋势进一步明确。业内专家表示,在需求稳定的基础上,相信下半年水泥行情积极乐观。

  探索高性能水泥粉磨阶段的秘诀

  《水泥工业“十三五”发展规划》根据《建材工业“十三五”发展指导意见》提出淘汰复合32.5水泥,鼓励生产和使用42.5及以上等级水泥、纯硅酸盐水泥。结合我国当前复合32.5水泥检验机制,有人提出此举将加快高性能水泥在我国的推广。

[原创]水泥厂与混凝土企业相争何时休?

  近日,本网刊发的《四川8市水泥企业将大幅减产 水泥与混凝土行业矛盾或升级》、《22家混凝土企业联名请求副市长对水泥行业展开反垄断》引起了广泛的关注。

  福建水泥:上半年预亏4306万 同比减亏6639万

  21日,福建水泥披露业绩预告,公司预计上半年净利为亏损4306万元左右,与上年同期相比,减亏6639万元,公司上年同期亏损1.09亿元。对比上年同期,本期公司水泥、商品熟料销量增加,主营毛利率有所提高,同时三项费用合计下降较多。

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Correlation

Demand declines year on year, concrete prices are weak and stable..

2024-11-22 16:48:10

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

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

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

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 order to reduce inventory pressure, cement prices showed signs of a slight decline.

2024-07-26 15:37:00

According to the China Cement Network Market Data Center news, many off-peak production, in order to reduce inventory pressure, cement prices slightly declined signs.

2024-07-19 15:20:00

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-07-12 15:40:36

The terminal market demand is bleak, and the concrete price is weak and stable.

2024-07-05 16:46:41

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-07-05 16:08:54

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-06-28 15:27:41

According to China Cement Network Market Data Center, after entering the Meiyu season, with the continuous rainfall causing many construction sites to be blocked, the demand for cement has decreased significantly, the market has entered a downturn, and cement prices in many places have fallen this week.

2024-06-21 15:20:15

According to the data center of China Cement Market, the high temperature weather continues, the demand is flat, and the price has stabilized in many places.

2024-06-14 19:37:39

According to the data center of China Cement Market, in the traditional off-season of June, demand has declined, and cement prices around the country have fallen.

2024-06-07 13:59:27

According to the data center of China Cement Market, the new national standard will be launched soon, and enterprises all over the country are expected to push up in the week.

2024-05-31 16:25:59

China Cement Network Market Data Center news, driven by raw materials in East China, Jiangsu, Zhejiang, Shanghai, Anhui and other places in the week notified an increase in cement prices of about 10-50 yuan/ton.

2024-05-24 15:36:57

According to the data center of China Cement Market, the overall demand for cement in East China has been bleak in recent years, and cement prices in many places have been lowered to varying degrees.

2024-05-17 17:31:09

According to the data center of China Cement Market, prices in some parts of East China have declined this week, but many places have stabilized prices.

2024-05-11 16:48:37

According to the China Cement Network Market Data Center news, the recent rainy weather in East China is more, the market demand performance is not good, the implementation of cement prices after the downturn. Cement prices in the Yangtze River Delta market are expected to fall sharply from the end of April to the beginning of May.

2024-04-26 14:49:24

According to the China Cement Network Market Data Center news, this week, all regions basically completed a round of general rise, but the implementation of individual regions is not good.

2024-04-19 15:53:19

According to the data center of China Cement Market, major manufacturers in some areas of Jiangsu, Zhejiang, Shanghai and Anhui notified a general rise within a week.

2024-04-12 17:25:59

East China: Concrete demand picks up (4.08-4.12)

2024-04-12 17:10:11

On April 7, the National Cement Price Index (CEMPI) closed at 104.94 points, down 0.48% annually and 25.37% year-on-year.

2024-04-07 21:18:28

According to the China Cement Network Market Data Center news, during the Qingming period, Jiangsu and Zhejiang regions continued to rain, demand was low, and enterprise shipments were general.

2024-04-07 17:31:22

According to the data center of China Cement Market, the market demand in East China is bleak this week, and the cement quotations of enterprises all over the country have declined.

2024-03-22 17:40:09

Raw material prices are falling, concrete prices are stable and falling..

2024-03-22 14:59:16

According to China Cement Network Market Data Center, the market demand in Jiangsu has recovered recently, and some major manufacturers in Yancheng have pushed up the price of cement by 10 yuan/ton since the 14th.

2024-03-15 16:03:55

According to the China Cement Network Market Data Center news, this week, the Yangtze River Delta region is dominated by stable prices, and the decline in cement prices in some areas still exists. Although the Shandong region has pushed up, the implementation is not good enough.

2024-03-08 11:32:59

The price of raw materials has fallen, and the price of concrete in some areas has loosened..

2024-03-08 11:00:55

According to the China Cement Network Market Data Center, after the Lantern Festival, there are more rainy weather in East China, the market demand has not recovered, and cement prices have declined everywhere.

2024-03-01 16:41:16

According to China Cement Market Data Center, the actual transaction price of leading enterprises in some parts of East China fell by about 10-40 yuan/ton this week, and it is expected that the first round of price increase in 2024 will be ushered in next week.

2024-02-23 16:27:20

According to China Cement Market Data Center, the Spring Festival holiday is approaching, and markets around the country have begun to enter the state of shutdown and vacation, and demand has decreased. During the week, cement prices in East China are weak and stable, and there is a slight dark drop in some areas.

2024-01-26 17:44:39

According to China Cement Market Data Center, this week, Jiangsu, Zhejiang, Shanghai and Anhui regions were affected by the decline in clinker prices along the Yangtze River and around Chaohu Lake, and the quotations in all regions showed signs of falling during the week, while the quotations in other regions were temporarily stable during the week.

2024-01-19 16:45:54

According to the data center of China Cement Market, this week, the provinces in East China began to gradually enter the peak period of kiln shutdown. Prices in Jiangsu, Zhejiang, Shanghai and Anhui showed signs of decline in the week, while quotations in Fujian and Shandong were temporarily stable in the week.

2024-01-12 16:42:37

According to the data center of China Cement Network, the price of cement in East China has generally declined this week. The actual transaction price of cement in Jiangsu, Zhejiang, Shanghai and Anhui has fallen by about 10-20 yuan/ton, the price of cement in Shandong has fallen by about 20 yuan, and the price in Fujian has been stable in the week.

2024-01-05 17:23:21

据中国水泥网行情数据中心消息,本周华东地区天气回暖,浙江、江苏、安徽地区企业推动上调水泥价格15-20元,山东部分地区开始出现价格下滑现象,福建地区周内报价暂稳。

2023-12-29 10:14:50

贵州水泥价格大幅上调60-100元/吨;亚泰集团拟以近10亿收购公司;四川计划2024年一季度每条熟料生产线错峰生产50-60天

2023-12-18 13:14:07

12月8日,全国水泥价格指数(CEMPI)报收113.7点,环比上涨0.15%,同比下跌23.72%。

2023-12-08 18:25:52

据中国水泥网行情数据中心消息,本周福建地区尝试推动上调水泥价格20元/吨,但实际落实情况不理想,山东地区近期水泥价格有下滑10-30元/吨迹象,长三角地区周内报价暂稳运行。

2023-12-08 17:48:54

广东、江西水泥价格上涨;中材建设海外新签一熟料生产线项目;阎晓峰:水泥行业已实现碳达峰,进入碳中和阶段

2023-12-08 13:44:15

据中国水泥网行情数据中心消息,本周长三角地区一些主要厂家再次尝试推动上调水泥价格20-30元/吨,山东、福建地区周内弱稳运行。

2023-12-01 18:28:50

据中国水泥网行情数据中心消息,

2023-11-24 17:28:40

据中国水泥网行情数据中心消息,11月以来华东地区水泥价格弱稳运行,江浙皖地区近期实际成交水泥价格普遍下滑10-20元/吨趋势,福建地区实际成交价格已回落10元/吨。山东地区受停窑带动全省推涨价格后,目前情况暂稳运行。

2023-11-17 11:35:20

本周五,全国水泥价格指数(CEMPI)报收110.82点,环比上涨0.25%,同比下跌28.09%。

2023-11-12 12:39:47

据中国水泥网行情数据中心消息,近期华东地区市场需求弱稳运行,企业出货量一般。山东地区再次推涨水泥价格20元/吨,受此影响江苏徐州地区也尝试上调10元/吨。浙江金衢地区受江西涨价带动上调水泥价格20元/吨。此外周内安徽、福建等地涨后价格暂稳运行。

2023-11-03 16:42:45

据中国水泥网行情数据中心消息,近期华东地区市场需求表现一般,加之一些外围市场低价水泥冲击,安徽部分市场成交价格有回落迹象。但由于煤炭等原材料价格上调,水泥生产成本增加,周内福建、浙江、山东等地一些企业如期通知上调水泥价格20-30元/吨,落实待观察。

2023-10-20 14:34:39

本周五,全国水泥价格指数(CEMPI)报收106.18点,环比上涨0.15%,同比下跌30.71%……

2023-10-13 18:38:53

据中国水泥网行情数据中心消息,国庆后华东地区市场需求缓慢恢复,企业出货量较前期有所回升,加之原材料价格上涨带动。据悉浙江、福建、山东等多省主要厂家有意于15日前后再次推动上调水泥价格20-30元/吨左右,落实执行情况尚待观望。

2023-10-13 10:30:04

本周五,全国水泥价格指数(CEMPI)报收106.59点,环比上涨1.16%,同比下跌28.78%。

2023-10-01 15:08:35

据中国水泥网行情数据中心消息,中秋国庆小长假在即,加之浙江地区重要赛事召开,区域一些工地及搅拌站等处于停工状态,市场需求较前期略有下滑。水泥价格方面,上周江浙皖沪等大面积地区水泥价格推涨15-20元/吨,周内局部市场跟进上调20元/吨,华东整体市场报价涨后趋稳运行。

2023-09-28 13:54:12

Recently, the overall domestic demand has declined steadily, coupled with the weakening of local cost support, and the price of concrete has been stable and small. From November 14 to November 20, the national concrete price index closed at 112.35 points, down 0.13% annually and 10.08% year-on-year.