[周评]华东:高温天气渐退 水泥、熟料价格抬头

2017-08-14 14:41:46

据中国水泥网行情数据中心,上周来看华东地区高温天气减少,整体需求恢复较快,长三角地区行情大稳小动,但8月中旬熟料价格上调预期增大。

  据中国水泥网行情数据中心,上周来看华东地区高温天气减少,整体需求恢复较快,长三角地区行情大稳小动,但8月中旬熟料价格上调预期增大。

华东地区水泥价格指数K线图

  江苏:气温有所降低,本地区工程施工速度提升,需求环比有所增加,尤其受八月熟料有上调预期,熟料外销量上升。水泥价格方面,上周整体平稳,南京地区要求执行高温限电,对区域市场价格行情影响不大。从目前长三角熟料库存及供需形势来看,8月中旬长三角熟料价格或将上调10-20元/吨,省内熟料、水泥价格有望回涨。

  浙江:上周高温模式有所消退,浙江地区企业需求销量快速恢复,水泥价格总体平稳。八月中旬起环保督查将开始进驻,目前暂未对市场产生明显影响。此外,高温天气,用电需求快速回升,为确保节能目标,浙江杭州富阳地区决定启动2017年第一轮节能降耗应急预案。要求8月富阳区所有水泥企业停产检修10天。富阳区域是浙江南方在杭绍地区最大熟料基地,目前熟料本身已供应偏紧,加之基地限电,八月浙江南方熟料将基本不外销熟料,以自用为主。目前杭州富阳地区P.O42.5散装水泥主流出厂价格在270-290元/吨左右。

  安徽:上周安徽地区行情平稳为主,降雨及高温天气影响,皖北市场需求销量减少,为提升销量,近期部分厂家水泥价格略有暗降。受8月中旬熟料价格上调预期刺激,皖南沿江外销熟料销量明显提升,库存维持在4-5成上下。水泥需求相对较淡,不过库存压力整体不高。

  福建:受高温天气影响,福建市场需求持续减少,月初福州地区部分厂家水泥价格略有松动走低5-10元/吨。此外,在8月初华润水泥对泉州地区下调15-20元/吨后,近日又对周边漳州、厦门、莆田等闽南沿海地区水泥价格也有走低5-15元/吨。整体来看,目前闽南沿海市场因九月金砖会议影响,需求下滑严重,降价提量意义不大,而主导企业华润前期市场价格相对维持较高,近期跟进市场形势修正价格。经过几个月以来的需求抑制,预计九月后工程赶工,需求集中释放,闽南价格有快速回涨可能。

  江西:经过六七月水泥价格连续下跌,省内赣北及赣东北水泥价格基本探底,市场暂底部维稳为主。赣西继七月底分宜海螺对新余和吉安地区下调各品种水泥价格30元/吨后,八月初新余及吉安地区其他厂家跟进下调各品种水泥价格20-30元/吨。整体来看,目前省内水泥价格,仅南部赣州地区未出现明显下滑。

  山东:原计划区域主导企业8月6日至15日停窑10天,并有意推涨水泥价格30元/吨。但据市场反馈来看,近期停窑执行情况一般,七至八成窑线开展停窑。受停窑刺激,熟料开单量有所上升,部分地区熟料报价小幅上涨,不过区域水泥价格暂无明显变动。据悉中央第三环境保护督察组于8月10日开始进驻山东地区,为期一个月。受此影响,山东地区各主要厂家停窑执行力度加大,加之水泥运输受限,区域水泥价格有望小幅上涨。

  相关产业信息:

  水泥行业利润高增长背后的原因能否持续?

  关于水泥行业错峰生产常态化是否涉嫌触犯《反垄断法》的讨论不绝于耳,而一旦被认定为垄断,恐怕不但1000亿的行业年利润无法实现,再现滑铁卢也有很大可能性。

  芜湖市四大班子领导到海螺集团调研

  8月8日,芜湖市委书记、市人大常委会主任潘朝晖率市委副书记、市长贺懋燮,市人大常委会副主任丁祖荣,常务副市长冯克金,副市长张志宏、林绪文,市政协副主席汪健等到海螺集团调研生产经营情况,现场协调解决有关问题。

  南方水泥召开2017年半年度工作会议

  8月3日,南方水泥有限公司2017年半年度工作会议在浙江杭州顺利召开。会议传达了中国建材集团2017年上半年工作会议精神,系统总结了南方水泥上半年工作,交流了经验,部署了下半年工作。

  水泥行业去产能加速推进

  有业内人士指出,水泥企业实现盈利,主要是靠错峰生产、停窑限产和行业自律来实现,真正去产能还没有取得突破。

  大猜测!即将消失的水泥厂岗位

  在“工业4.0”、“中国制造2025”、“两化融合”等催化剂集中释放的当下,水泥行业一改往日“傻大笨粗”形象,矿山开采智能化、专家系统、销售一卡通、实时在线监测···一场基于数字化、网络化、自动化、拟人化的智慧风暴愈演愈烈,智慧水泥工厂概念跃然纸上。

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Correlation

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The Net Zero Industrial Awards recognize and celebrate outstanding innovation in industrial decarbonization, focusing on people and projects that are revolutionizing energy-intensive industries and dramatically reducing greenhouse gas emissions. Cemex 's Solar clinker project is in partnership with cleantech company Synhelion, which developed the high-temperature solar thermal technology it uses