[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

China Cement Net Market Data Center News: The market demand in East China continues to be depressed, and the concrete price is weak and stable.

2024-09-14 13:54:51

The price of raw materials in the Yangtze River Delta region of East China has been rising, and the price of concrete is weak and stable.

2024-09-06 12:01:33

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

Rainy weather is frequent, concrete market demand is insufficient..

2024-08-02 16:50:42

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

Affected by the typhoon weather, the price of concrete was under great pressure during the week.

2024-07-26 14:38:38

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

The overall demand is flat, and the price of concrete is weak and stable.

2024-05-31 14:00:33

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

Demand is poor, and concrete prices in some regions have begun to decline..

2024-05-24 14:36:22

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

The market demand performance is general, and the commercial mixed market is expected to decline.

2024-05-17 15:40:53

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

Because the price is at a relatively low level, the price has been stabilized in various regions.

2024-05-11 15:34:47

Affected by the decline in raw material prices in East China, concrete prices also fell slightly this week.

2024-04-26 15:23:49

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

Driven by the rising price of raw materials, the price of concrete may be stable and strong.

2024-04-19 17:30:21

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

According to the data center of China Cement Market, the demand in many places is not good, and the price of cement is under pressure.

2024-04-08 10:15:54

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

Rainy weather, weak demand, weak and stable concrete prices..

2024-04-07 15:23:06

According to the China Cement Network Market Data Center news, 25 major manufacturers in Nanjing notice to raise the price of bulk cement 20 yuan/ton, the implementation remains to be observed. The market demand in other regions is general, and the cement market is stable and weak.

2024-03-30 13:06:23

Rainy weather, demand weakened, the overall price of concrete is mainly weak..

2024-03-29 14:46:19

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

The weather improves, the demand picks up, and the price of concrete is stable.

2024-03-15 15:13:23

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 the data center of China Cement Market, the quotations in East China were temporarily stable this week, and the actual transaction prices in some areas declined slightly.

2024-02-02 16:22:38

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

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.