需求量激增、价格上涨!水泥成了“紧俏货”!

2020-06-15 13:46:50

随着新项目下半年的陆续开工,预计全年对水泥的需求呈略有增长的趋势。

根据中国水泥协会的介绍,从2020年4月份开始,全国水泥市场的需求量,开始大幅度提升,4月份,全国水泥产量达到2.2亿吨,比去年同期还增长了百分之三。

水泥在成都成了紧俏货 水泥原材料供不应求!

成都青白江欧洲产业城规划面积40平方公里,未来将形成以先进材料、智能制造为主导产业,容纳12万人口的现代化产业新城。产业城标准化厂房建设项目技术负责人胡元镜,专门负责一个48万平方米标准化厂房。眼下正在进行室内墙面粉刷,每天光水泥就需要15吨,工人都到了,可水泥没到,这几天他为了买水泥,四处找人。

标准化厂房施工现场

胡元镜

眼下,水泥在成都成了紧俏货。在成都龙泉驿区东西城市轴线的项目工地,施工人员在30多度的高温下,进行混凝土浇筑。这个项目是成都向东发展的一条重要交通干道,全长约150公里,正在施工的是东段三标段,施工长度6.5公里。水泥月需求量5000吨以上。

项目施工现场

在成都,不只是重点工程对水泥的需求量大,农村盖房子、修灌溉设施等对水泥的需求量也在增加。这段时间,青白江祥福镇的水泥经销商戴良通卖出去的水泥数量,每天都在增加。

戴良通的水泥库

李栋正在修建一个农家四合院,现在每天有十几个工人,在工地上忙碌着。李栋告诉记者,最近水泥价格涨了,而且还不好买。

李栋

随着复工复产的推进,不论是成都周边盖房子的,还是做大型工程项目的,都在反映水泥不好买。四川利森建材集团有限公司青白江分公司的水泥厂全部是自动化生产线,在中央控制室里,操作员只需输入程序,按下按钮,设备就能自动完成磨粉、打包、装运。自动生产线每小时产量,在180吨到190吨之间,8小时粉磨的产量在1400吨到1600吨。全月基本能完成6万吨左右。

水泥厂中央控制室

新冠疫情之前,这家水泥厂每个月的水泥销售量能达到6万多吨,受疫情影响,从2020年一月份底开始,水泥销售量严重下滑,下降到只有原来的一半。随着国内疫情好转,各类基建项目的复工复产,4月份,成都市场上对水泥的需求量激增,这家水泥厂预计今年产量还会在去年的基础上,增加10万吨到20万吨。

水泥原料堆场

拉豪集团的全球多个国家水泥厂中 中国的水泥厂产销量最好!

成都天府国际机场施工工地

正在建设中的成都天府国际机场,总共规划了3条跑道,60万平方米的航站楼,246个停机位,总投资超过750亿元。机场停机坪施工中使用的是一种比较特殊的水泥,要求比普通水泥的指标高20%,高峰的时候,每天需要的水泥量高达六七百吨。

专用水泥

和一般的水泥不同,这种用于机场跑道建设的特种水泥在四川只有少数的两三家企业可以生产,成都新机场的特种水泥就是都江堰的拉法基水泥公司提供的。

拉法基水泥公司

2020年春节期间突如其来的新冠疫情,也同样给他们带来了冲击。2月和3月,拉法基在四川和武汉的几家水泥厂全部停产,直到3月份才逐步恢复正常。拉法基豪瑞投资有限公司大中华区总裁罗志光告诉记者,拉豪集团在全球多个国家都有水泥厂,目前来看,中国的水泥厂产销量是最好的。

罗志光

现在,公司现在对接的多个大型项目都在加紧施工,天府国际机场的供货量占了他们供应量的55%,除此之外,他们还给四川阿坝州的双江口水电站、在建的四条地铁以及成都大运会场馆提供不同标号的水泥,疫情复工后这些项目都进入了建设的高峰期,对水泥的需求量比平时高出了一倍。

水泥车

在都江堰拉法基水泥公司的自动化生产线,年产能540万吨,去年这个时候,他们只开70%的生产线就可以了,但是现在大型项目的水泥需求激增,他们的生产线已经全负荷运转,一天都不能停。目前年人均水泥生产能力接近1万吨。

水泥自动化生产线

目前还有很多新开工的项目也会跟他们订购水泥,但是考虑到公司的生产能力有限,有些项目他们还很难同时接单。

特种水泥助力建设超级水电站,全球建设投资看中国

乌东德水电站

乌东德水电站位于四川和云南交界的金沙江下游河道上,是我国第四座、世界第七座跨入千万千瓦级行列的超级水电站。乌东德水电站大坝是混凝土双曲拱坝,坝底海拔718米,坝顶海拔988米,最大坝高达270米,但是大坝底部的厚度仅为51米。这样的比例让乌东德水电站成为目前世界上最薄的300米级拱坝。

低热水泥

乌东德大坝的混凝土浇筑总量约为280万立方米。在这么大体量的混凝土浇筑中,温度控制至关重要,尤其在夏天室外温度高达40多度的环境下,如何防止水泥混凝土在施工作业中,因温差变化过大,导致混凝土发生开裂,威胁大坝安全,这一直是水电工程中的世界性难题。低热水泥的出现,就是一系列解决办法中的一把钥匙,这种低热水泥就是四川嘉华水泥开发的。

除了专门为水电站大坝研发特种水泥,嘉华水泥还推出了多种低热水泥衍生产品,用到了海洋工程建设、高速公路建设、机场跑道的建设中。其中,一种低密度油井水泥,在川渝地区的页岩气田中广泛应用。疫情期间,年产400万吨、拥有200多名员工的嘉华水泥公司,一天都没有停工。

对于各地基建项目拉动的水泥市场,开始回暖、复苏,甚至有的地方出现供不应求、供需两旺的情况,中国水泥协会执行会长孔祥忠,有自己的解读分析。

中国水泥协会执行会长孔祥忠

在建筑行业,水泥是一种基础性生产物资,行业内有一句话说,掐住了水泥,就掐住了整个工程的“脖子”。同时,水泥也是经济运行状况的一个晴雨表,随着疫情得到有效控制,各地的重大项目全面复工复产,因此对水泥的需求出现恢复性增长。眼下水泥紧俏的情况,还只是出现在西南、华东,和华南地区,根据中国水泥协会的预测,随着新项目下半年的陆续开工,预计全年对水泥的需求呈略有增长的趋势。

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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 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

In Li Kunming's view, with the strengthening of self-discipline and off-peak production of cement enterprises, it is expected that the market will return to normalization in 2025, and the fluctuation space will be narrowed, showing the operation characteristics of "rising with a top and falling with a limit".

2025-04-18 10:47:57

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 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

On the basis of the sharp decline in demand in the second half of last year, the company expects that demand will continue to decline in the first half of 2025 due to insufficient rolling of stock projects and the reduction of new start-up projects. However, as the country continues to push the real estate market to stop falling and stabilize, and the capital situation is expected to improve, some infrastructure projects have been launched, and the demand decline is expected to gradually narrow in the second half of the year.

2025-04-09 10:16:20

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

Influenced by weather and holiday factors, the domestic concrete market demand is generally weak this week, coupled with the loosening of local cost support, concrete prices have declined steadily. From March 31 to April 4, the national concrete price index closed at 100.52 points, down 0.04% annually and 17.85% year-on-year.

2025-04-04 10:50:50

North China market supply and demand is weak, price callback transaction is light..

2025-04-03 17:07:31

Northwest China's Commercial Mixed Market Demand Is Stable and Weak..

2025-04-03 17:02:53

Southwest concrete market is weak and stable

2025-04-03 16:36:44

Gansu Lanzhou, Baiyin cement price notice rose 30 yuan/ton

2025-04-02 14:33:24

According to China Cement Market Data Center, the northwest cement market has recovered weakly, the market in Shaanxi has stabilized in stages, and the price of Gansu, Qinghai and Ningxia has stabilized under the new rising fatigue.

2025-03-31 15:34:56

According to the data center of China Cement Network, the cement market in southwest China has changed frequently. Prices in Sichuan and Yunnan have fluctuated and fluctuated recently. Cement prices in Chongqing have been stable after rising.

2025-03-31 15:24:35

Domestic concrete demand improved slightly this week, but the overall concrete price index slowed down due to the mixed rise and fall of raw material prices. From March 24 to March 28, the national concrete price index closed at 100.56 points, up 0.07% annually and 17.83% year-on-year.

2025-03-28 18:04:44

The concrete market in East China is stable and small.

2025-03-28 16:37:08

North China market supply and demand are both weak, prices are weak and stable, and transactions are light..

2025-03-28 16:28:57

Looking forward to the future, with the joint efforts of the government, associations and enterprises, relying on the unswerving belief and the spirit of continuous innovation, the cement industry will break through the haze, successfully achieve transformation and upgrading, stride forward on the broad road of high-quality development with a brand-new attitude, and write its own brilliant chapter.

2025-03-24 17:09:55

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou.

2025-03-14 16:25:27

Domestic market demand continued to pick up slowly this week, and upstream raw materials tried to push up, but it was difficult for concrete enterprises to transmit downstream, mostly to wait and see. From March 4 to March 7, the national concrete price index closed at 100.11 points, up 0.01% annually and 18.99% year-on-year.

2025-03-07 18:07:16

North China concrete market off-season..

2025-03-07 16:47:12

According to the Chinese cement net quotation data news, the North China area rises the sound.

2025-03-07 16:10:59

Notice of cement price increase by 50 yuan/ton in Wuhai area of Inner Mongolia

2025-03-06 16:58:37

In 2024, the market scale of ready-mixed concrete industry in Guizhou Province contracted seriously, hovering in the low market demand area. The ready-mixed concrete industry in Guizhou Province has shown the characteristics of regional competition, and the disorderly competition continues to intensify. Major enterprises have competed for market share by shrinking production capacity, reducing labor and production costs, improving product service quality and technological innovation. Some enterprises have begun to explore the integration of upstream and downstream industrial chains (sand and gravel materials, prefabricated components, outsourcing business) to speed up mergers and acquisitions. In order to reduce costs and improve competitiveness. Industry consolidation will accelerate in 2024, and some small and medium-sized enterprises will face elimination or acquisition, thus improving the overall situation.

2025-03-04 10:36:26

According to the data center of China Cement Network, the market in the Pearl River Delta, western Guangdong and northern Guangdong in central and southern China notified the price of cement to be raised by about 20-40 yuan/ton, while the price in Guangxi remained stable. Hunan Changsha-Zhuzhou-Xiangtan and other places began to push up the price of cement by about 10-20 yuan/ton, while the price of cement in eastern Hubei went down slightly.

2025-02-28 16:16:39

Despite the strong willingness of enterprises to raise prices, the recovery of market demand is relatively slow, and in some areas, even due to problems such as capital repayment, the construction site start-up rate is low, and the actual implementation remains to be further observed.

2025-02-26 09:27:50

Shaanxi Guanzhong area cement price notice up 30 yuan/ton..

2025-02-25 17:20:33

Overall, the demand for cement declined significantly in 2024. Although the overall decline in coal prices reduced the pressure on production costs, the average price of cement declined and the profits of the cement industry continued to shrink. Cement Big Data Research Institute estimates that the total profit of the cement industry in 2024 will be around 16 billion yuan (excluding non-cement business such as aggregates and overseas cement profits).

2025-01-16 09:44:17

The middle and lower reaches of the Yangtze River are the main demand market for sand and gravel aggregates, with a total annual demand of nearly 5 billion tons. Hubei is located in the middle reaches of the Yangtze River, with natural geographical advantages, while relying on the advantages of water transportation, the production of sand and gravel will be transported to the downstream Yangtze River Delta hot sand and gravel market.

2025-01-14 15:21:52

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. Market demand in Gansu, Qinghai, Ningxia and Xinjiang continued to weaken, and the shipments of most cement manufacturers dropped to a low point.

2025-01-10 17:17:43

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. The market demand of Gansu, Qinghai and Ningxia continued to weaken, the shipments of most cement manufacturers dropped to a low point, and the overall price of cement remained stable.

2025-01-03 17:43:04

According to the China Cement Network Market Data Center, cement prices in the central and southern regions of Guangdong and northern Guangdong were lowered by about 20 yuan/ton this week, while the Pearl River Delta market was temporarily stable after falling. Cement prices in many places in Guangxi began to decline by 20-30 yuan/ton. Cement prices in the two lakes region are mainly stable, and cement prices in some areas have begun to pull back.

2025-01-03 17:39:32

According to the data center of China Cement Market, the cement market in southwest China is weak. In January, Chongqing continued to implement the policy of peak staggering and kiln shutdown for 25 days, which led to a decline in the inventory of enterprises in the region. Recently, some clinker production lines in Yunnan have been stopped at off-peak, and near the end of the year, leading enterprises intend to stabilize prices, and there is no significant change in the quotation of leading enterprises in many places in the week.

2025-01-03 17:36:40

Looking forward to 2025, we believe that the demand for cement will continue to decline under the background that the real estate has not yet stabilized and the infrastructure is limited, but the industry's awareness of "anti-involution" will continue to increase, coupled with the current good start, it is expected that the average price of cement will rise slightly, and the industry's profits will be restored to a certain extent.

2024-12-31 16:06:01

Although there is no obvious improvement signal in the demand of cement industry next year, the basic demand is still there, and the decline of cement demand next year will be narrower than that of this year. With the continuous strengthening of self-discipline awareness of the industry and the increase of peak staggering, it is expected that the price of cement will continue to rise this year.

2024-12-23 15:55:58

According to the data center of China Cement Market, the price of cement market in Northeast China is stable in the off-season.

2024-12-20 17:48:30

According to the data center of China Cement Market, the overall cement price in Northwest China is mainly stable. At the beginning of the month, some major enterprises in Ningxia notified an increase of 100 yuan/ton in cement price. At present, most enterprises have not followed up. In addition, the market is in the traditional off-season, and there are basically no new orders, so there is no actual transaction.

2024-12-13 18:31:41

According to the China Cement Network Market Data Center, the price increase in the Pearl River Delta market in central and southern Guangdong has not been implemented, and the market in Guangxi has fallen steadily. Cement prices in some core markets in Hunan and Hubei have been adjusted back in the early stage, and are brewing to push up again in recent days.

2024-12-13 18:28:28

According to the China Cement Market Data Center, the southwest region of Sichuan is mixed; the demand performance in Chongqing is not good; the cement price in Kunming, Yunnan is pushed up by 50 yuan/ton, and the implementation remains to be observed.

2024-12-13 18:22:00

According to the data center of China Cement Market, under the influence of the arrival of winter and the decrease of temperature, the construction activities in the Northeast market are reduced and the market demand is low.

2024-12-06 17:33:46