2017年第3季度水泥市场行情综述

2017-10-11 11:08:56

8月21日长三角熟料价格回调成为市场行情的转折点,经过三轮熟料价格上调,江浙皖沪水泥价格相近跟进2~3轮,华东市场行情快速回升。同时,中南各地、西南各地、华北和西北局部均有不同程度价格调涨,尤其湖南和川渝地区更是多次大幅上调水泥价格。

  今年第三季度,水泥市场逐步由淡季转入旺季,水泥价格在经过淡季平稳下调后开始迅速回升。8月21日长三角熟料价格回调成为市场行情的转折点,经过三轮熟料价格上调,江浙皖沪水泥价格相近跟进2~3轮,华东市场行情快速回升。同时,中南各地、西南各地、华北和西北局部均有不同程度价格调涨,尤其湖南和川渝地区更是多次大幅上调水泥价格。

一、全国水泥价格行情

  2017年第三季度,全国水泥市场价格行情先抑后扬,7月份市场淡季,水泥价格持续小幅下滑,8月中旬左右开始回升。截止9月底,全国水泥价格指数收报112.87点,环比二季度末上涨4.63%,同比去年上涨26.59个百分点。长江水泥价格指数9月底收报101.70点,环比二季度末上涨9.09%,同比上涨27.61个百分点。

  图1:2017年7~9月全国和长江水泥价格指数走势

  数据来源:中国水泥网行情数据中心,水泥研究院

  水泥价格方面,经过一个多月的正常淡季回调,8月中下旬开始,全国水泥平均价格开始一路上涨。9月底,全国P.O42.5级散装水泥平均价格达到342.86元/吨,同比去年同期上涨了72元/吨左右,涨幅达27%。这不仅超过今年上半年最高水平,而且超过了前两年的最高水平,已经回涨至2014年年初的价格高位。

  图2:2017年7~9月全国P.O42.5级散装水泥平均价格走势

  数据来源:中国水泥网行情数据中心,水泥研究院

二、区域水泥价格行情

  分区域来看,除东北地区市场行情基本稳定,局部地区水泥价格回落外,其他各区域水泥价格均有不同程度上涨。其中,华东各地全面上调水泥价格,局部地区价格上调更是多达3轮,区域水泥价格指数环比上涨7.6%。西南地区四川、重庆大幅喊涨,云贵当地平稳回升,水泥价格指数走高7.07个百分点。此外,华北、中南和西北也有一定的涨幅。

  表1:2017年第3季度六大区域水泥价格指数变化

  数据来源:中国水泥网指数中心

  图3:2017年7~9月六大区域水泥价格指数走势

  数据来源:中国水泥网行情数据中心,水泥研究院

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Correlation

It is understood that since March 25, plus this time, cement prices in Henan have experienced six rises and falls in cement prices in one and a half months. The problems faced by Henan cement industry are quite complex, simply speaking, the sharp contradiction between supply and demand and the difficulty of coordination are two aspects.

2025-05-13 10:27:33

According to the data center of China Cement Network, the northwest cement market is weak, the prices of Shaanxi and Ningxia continue to loosen, the demand of Gansu is weak, and the demand of Qinghai and Xinjiang is rising, but the market confidence is insufficient.

2025-05-09 18:03:55

According to the data center of China Cement Network, the cement market in southwest China as a whole shows a weak trend. Prices in Chengdu, Chongqing and other places in Sichuan and Chongqing declined by 10-20 yuan/ton respectively.

2025-05-09 18:01:04

According to the data center of China Cement Network, the rainy season is approaching, the rainy weather is increasing, the market demand is weak, and the price of cement in many markets in central and southern China is weak.

2025-05-09 17:57:27

According to China Cement Market Data Center, the price of cement and clinker in the Yangtze River Delta region of East China has gradually dropped by about 20-35 yuan/ton, and some large factories officially announced a downward adjustment on May 1. Cement prices in Fujian and Jiangxi are weak and stable.

2025-05-09 17:53:16

According to China Cement Market Data Center, the cement market in Northeast China has implemented the fourth round of price increase under the leadership of major enterprises in Liaoning Province. Heilongjiang and Jilin provinces have also announced price increases, showing the unified action taken by cement enterprises in the region to improve profitability.

2025-05-09 17:24:53

Rising in the north and falling in the south, deepening the differentiation pattern of the national cement market

2025-05-09 16:53:05

According to the information from China Cement Market Data Center, the price of cement in southern Hebei was raised by 20-50 yuan/ton, and the market recovery needs to be further observed; the market in Shanxi was under weak pressure and stable, and the local market in northern Shanxi followed the decline; the supply and demand in Inner Mongolia was in weak balance.

2025-05-09 16:38:19

The price in the north is stable and the south is under pressure, and the disturbance of rainy season intensifies regional differentiation.

2025-04-30 17:14:46

According to China Cement Network Market Data Center, the northwest cement region is divided, the price of Guanzhong in Shaanxi Province has fallen slightly due to the impact of low prices, while the demand in Ningxia and Gansu is weak and the price is low and stable.

2025-04-30 15:33:08

According to the data center of China Cement Network, the cement market in Chongqing is affected by rainy weather, the demand is weak, the price of cement in some areas is reduced by 20-30 yuan/ton again, and the cement market in Sichuan is also weakening.

2025-04-30 15:26:47

According to the data center of China Cement Network, the rainy season is approaching, the rainy weather is increasing, the market demand is weak, and the price of cement in many markets in central and southern China is weak.

2025-04-30 15:19:45

According to China Cement Market Data Center, the price of cement and clinker in the Yangtze River Delta region of East China has gradually dropped by about 20-35 yuan/ton, and some large factories officially announced a downward adjustment on May 1. Cement prices in Fujian and Jiangxi are weak and stable.

2025-04-30 14:52:43

According to China Cement Network Market Data Center, in order to improve the profitability of cement enterprises in Liaozhong, the third round of price increase has been implemented, and the implementation of peak staggering production in the region is in good condition, and the first two rounds of price increase are in place. The price increase notice of Heilongjiang and Jilin provinces indicates that the price of cement in the region shows an upward trend.

2025-04-30 14:50:22

According to the China Cement Market Data Center, the price of cement in the Beijing-Tianjin-Hebei cement market declined; the market in Shanxi and Inner Mongolia was light, and the price in some areas declined by 10-30 yuan/ton.

2025-04-30 13:26:50

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

On April 25, the National Cement Price Index (CEMPI) closed at 125.55 points, down 0.22% month-on-month and up 16.52% year-on-year..

2025-04-25 16:56:49

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

Since the second half of 2024, based on the spirit of the meeting of the Political Bureau of the Central Committee of the Communist Party of China on July 30, the cement industry has strengthened industry self-discipline and prevented "involution" vicious competition, and the operation situation of the industry is obviously better than that in the first half of the year. The cement industry has increased from a loss of 1.6 billion yuan in the first half of the year to a profit of 26 billion yuan in the whole year, which is far from the normal profit level of the industry, but it shows the importance of "anti-involution".

2025-04-22 13:34:08

As the cement industry enters the peak season, the investment in infrastructure construction and the construction progress of key projects are accelerating, and some mixing stations will also increase the purchase of cement to cope with the upcoming peak season of cement, which will become the main driving force for cement demand. The further downward space of cement prices is limited, and it is expected that the cement market prices in the province will stop falling and stabilize in April.

2025-04-21 10:00:44

According to the data center of China Cement Network, the demand in Northwest China is weak, the price system is disordered, the sales in Gansu are shrinking after the market is pushed up, the periphery is falling, the low price in Ningxia is seeping out, and the low price in Shaanxi is stable due to the shutdown of kilns.

2025-04-18 17:24:35

According to China Cement Market Data Center, the demand for cement in southwest China is weak, the price of cement in Chongqing's main urban area has fallen, and Yunnan has pushed up the fatigue.

2025-04-18 17:17:30

Cement prices in Henan and the Pearl River Delta region of Guangdong fell after rising this week, while the rest of the market was temporarily stable, according to the China Cement Market Data Center.

2025-04-18 17:05:19

According to the China Cement Network Market Data Center news, inventory has rebounded slightly, coupled with the impact of low prices of some enterprises, cement prices in many markets in the Yangtze River Delta in East China have fallen steadily. Cement prices in Fujian fell slightly by about 10 yuan/ton.

2025-04-18 16:51:01

According to the data center of China Cement Network, under the current stable price situation in the cement market in Northeast China, the upcoming kiln shutdown plan may have an impact on the relationship between supply and demand in the market, thus pushing up the price.

2025-04-18 16:42:43

According to the China Cement Market Data Center, cement prices in Beijing, Tianjin and Hebei are under pressure, with insufficient demand and high inventory; the price stabilization strategy in Shanxi and Inner Mongolia markets continues.

2025-04-18 16:32:37

On April 18, the National Cement Price Index (CEMPI) closed at 125.83 points, down 0.24% annually and up 16.43% year-on-year.

2025-04-18 15:09:05

The national cement market continues the pattern of "regional differentiation and mixed rise and fall". From the perspective of sub-regions, the six regions fell more or rose less on April 11, and the situation of cement price reduction areas is as follows.

2025-04-15 15:11:35

Yunnan: Recently, the mainstream cement enterprises in Lijiang, Dali, Kunming and other places have notified to raise the cement price by 40-70 yuan/ton, and the landing remains to be observed.

2025-04-15 10:57:04

According to China Cement Net Market Data Center, the northwest cement market as a whole recovered weakly last week, Gansu and Gannan regions had doubts about the landing, Shaanxi Guanzhong was stable, Xinjiang market started price repair adjustment, but the actual transaction price did not fluctuate, and the pattern of weak supply and demand was obvious.

2025-04-14 16:10:13

According to the data center of China Cement Market, many places in Yunnan have tried to push up again recently, and prices in some parts of Sichuan have fallen.

2025-04-14 15:55:31

According to the China Cement Network Market Data Center news, cement prices in the two lakes region have been fully withdrawn after the recent rise, and cement prices in Guangdong and Guangxi have been stable and small as a whole.

2025-04-14 15:14:00

According to the China Cement Network Market Data Center, cement prices in the Yangtze River Delta region of East China have stabilized after rising as a whole, and local markets may rise or fall slightly. Northeast Jiangxi continues to raise the price of cement by 30 yuan/ton.

2025-04-14 14:57:02

The national cement price index (CEMPI) was 120.11 points at the beginning of March and closed at 127.77 points at the end of the month, up 6.69% annually and 21.17% year-on-year.

2025-04-14 14:50:31

According to China Cement Net Market Data Center, the price of cement in Liaozhong area ended the previous decline, manufacturers tentatively raised the quotation by 20-50 yuan/ton, and Huludao rose by 30 yuan/ton synchronously. However, due to the lack of terminal demand and the problem of kiln shutdown, the mainstream transaction price is still at a low level.

2025-04-14 14:45:50

According to China Cement Market Data Center, the transaction price of cement in Beijing-Tianjin-Hebei region has declined, and there is no plan to stop the kiln in the region, so the cement price continues to be under pressure; the price stabilization strategy in Shanxi and Inner Mongolia markets continues.

2025-04-14 14:27:49

At the beginning of last year, in the face of declining demand, domestic cement enterprises, including some leading enterprises, put stabilizing and increasing market share in a prominent position in their work reports at the beginning of the year, and the industry was full of "gunpowder". In contrast, at the beginning of this year, the work reports of major enterprises at the beginning of this year did not focus on market competition and share promotion, but more on stabilizing the situation, anti-involution and increasing efficiency, and the mentality of enterprises in the industry has changed significantly.

2025-04-10 16:35:00

Overall, the domestic concrete market demand rebounded further in April, coupled with the cost side continued to push up, the actual price trend is expected to be volatile.

2025-04-10 10:20:22

According to the data center of China Cement Network, in the early stage of the recovery of the northwest cement market, the market in Shaanxi has stabilized in stages, Gansu and Ningxia have been driven by many factors, and the overall stability of Xinjiang has pushed up partially.

2025-04-07 16:34:54

According to the data center of China Cement Network, the cement market in southwest China lacks momentum, the market in Sichuan and Yunnan is weak and stable, and the cement price in Chongqing is temporarily stable after rising.

2025-04-07 15:53:05

According to China Cement Market Data Center, cement prices in the Pearl River Delta and western Guangdong continued to rise by 20-30 yuan/ton, and Guangxi continued to implement after the rise. The price of cement in many places in the two lakes has risen by about 30 yuan/ton.

2025-04-07 15:42:49

From the end of March to the beginning of April, cement prices in Jiangsu, Zhejiang, Shanghai, Anhui and other places in the Yangtze River Delta rose again by 20-30 yuan/ton, and the implementation remains to be observed.

2025-04-07 15:26:20

According to China Cement Market Data Center, cement prices in Northeast China continue to decline, while cement prices in Liaozhong continue to fall sharply. Under the background of unsolved inventory pressure and weak demand, the short-term market will remain weak.

2025-04-07 14:44:42

According to China Cement Market Data Center, cement prices in Beijing-Tianjin-Hebei region showed a weak and stable trend, leading enterprises in northern Hebei still stabilized prices, and prices in southern Hebei fell back to the level before the rise; price stabilization strategies in Shanxi and Inner Mongolia markets continued.

2025-04-07 14:26:20

To sum up, the cement market demand continued to improve in April, but the supply pressure increased synchronously, and the cement price is expected to remain volatile.

2025-04-07 09:30:55