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

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.

2024-11-08 17:41:17

According to the data center of China Cement Market, the overall market demand in Northwest China has declined, some kilns have been shut down, and most prices are stable. For example, the cement market demand in Gansu is weak at present, especially in Lanzhou and its surrounding areas, the inventory of some manufacturers is not high.

2024-11-08 17:27:44

Asia Cement said in the third quarter report that looking forward to the fourth quarter, the demand for cement will pick up to a certain extent. With the support of increasing peak staggering efforts, the contradiction between supply and demand of cement will be alleviated in stages. It is expected that the results of the increase in cement prices in the third quarter will be maintained until the end of the year, and the benefits of cement enterprises are expected to usher in marginal improvement.

2024-11-06 10:05:59

According to the information from China Cement Market Data Center, the price of cement in many places in Yunnan in southwest China has risen by 100 yuan/ton, and the implementation remains to be observed; Liangshan and Panzhihua in Sichuan have also begun to push up by 50 yuan/ton. In Guizhou, some major manufacturers in Qiannan, Qianxinan, Zunyi, Tongren and other regions have recently raised the cement price by 10-40 yuan/ton, while the quotation in other regions has been stable for the time being.

2024-11-01 17:32:29

Looking forward to the fourth quarter, we believe that the demand for cement will continue to weaken, but under the background of the rising voice of "anti-involution" and the increasing awareness of self-help in the industry, enterprises will intensify their efforts to limit production, cement prices are expected to rise, and industry benefits will continue to be restored. Throughout the year, cement demand will face greater downward pressure, and the industry's profit decline is still large.

2024-10-30 17:15:19

Since October, the price of cement in the eastern Guangdong market has been relatively stable and has not risen yet. At present, the 4600t/d production line of the local cement industry has been ignited recently, which is expected to have a certain impact on the eastern Guangdong market in the short term. However, the increase in the price of cement in the Pearl River Delta and Fujian can lay a certain foundation for the increase in the price of cement in the eastern Guangdong market.

2024-10-29 09:40:30

Under the current supply and demand situation of the industry, strict implementation of off-peak production is still the key to maintain the stable development of the industry. According to its introduction, the number of off-peak production days in Chongqing this year may reach nearly 200 days, about 20 days more than last year. However, from the implementation of this year, two key problems need to be solved to promote off-peak production. 1、 Some small enterprises are not enthusiastic about participating. According to its introduction, large enterprises and some small enterprises in the region can strictly implement the peak-staggering production plan, but some small-scale cement enterprises, especially single-line enterprises, have poor enthusiasm for the implementation of peak-staggering production, which makes it difficult to implement the regional peak-staggering production as a whole.

2024-10-15 14:42:58

After the National Day, the domestic concrete market demand rebounded slightly, but the total amount is still relatively weak, concrete enterprises are mainly shipping at stable prices, and have not yet followed the rise of raw materials. From October 3 to October 9, the national concrete price index closed at 112.82 points, in line with the National Day holiday, with a year-on-year decline of 10.21%.

2024-10-12 17:25:54

The price of raw materials in East China has been pushed up, and the implementation is relatively positive. This week, the price of concrete is mainly stable..

2024-10-12 15:03:04

In September, real estate investment continued to decline, infrastructure funds in place were insufficient, and some areas were greatly affected by typhoons and heavy rainfall, terminal demand was still relatively low, Jinjiu market expectations failed, but at the end of the month, affected by peak staggering and production reduction, the Yangtze River Delta region sharply pushed up cement and clinker prices, and the national cement prices rose. In October, on the supply side, it is expected that the supply side will be relatively stable, the terminal demand will continue to improve, and the overall cement price in October will show a strong trend of volatility.

2024-10-11 15:31:54

Recently, the local weather conditions in China are not good, the recovery of market demand is insufficient, the price of concrete is mainly stable, and the local pressure is falling. From September 12 to September 18, the national concrete price index closed at 112.93 points, down 0.21% annually and 10.83% year-on-year.

2024-09-20 17:55:34

China Cement Net Market Data Center News: The commercial mixed market in Northwest China is running steadily.

2024-09-20 16:41:28

Tianfeng Securities Research Report shows that with the arrival of the peak season in September, the progress of special bonds and special bonds at the infrastructure end has been accelerated and major local projects have been started, and the demand for cement is expected to pick up. Recently, the cement shipment data continued to recover, and the price side also rose synchronously. At present, most cement enterprises are still in a state of loss. With the strengthening of industry supply self-discipline, the superimposed demand is expected to improve marginally, and the industry profit center is expected to be lifted.

2024-09-19 10:18:37

As a "veteran" of the industry, Li Wenxiu has personally experienced the ups and downs of the cement industry for decades. Faced with the current difficulties, Li Wenxiu believes that solidifying the market and share is the key to stabilizing the development trend of the industry, steadily promoting capacity removal and realizing the "soft landing" of the industry under the background of a sharp decline in demand. "The more the economic downturn, the more stable employment, stable income, capacity is inevitable, but how to go to capacity is the way we can choose, the current solidification of the market, solidification of share, to maintain the basic efficiency of the industry is very critical.".

2024-09-18 11:20:28

In September, on the supply side, the current storage level is relatively high, enterprises in many places continue to carry out self-discipline self-help activities, continue to carry out off-peak shutdown, and it is expected that the pressure on the supply side is relatively small; on the demand side, the high temperature weather gradually exits, coupled with the acceleration of the issuance of special bond funds, downstream construction activities will be strengthened, and it is expected that the terminal demand will usher in a turning point; in summary, the supply-demand relationship may improve in September. In addition, after two months of decline in cement prices in July-August, the market has a strong willingness to raise prices, and it is expected that cement prices will show a strong trend of volatility in September.

2024-09-10 13:14:43

However, in the semi-annual reports issued by major cement listed companies, despite the sharp decline in profits of the cement sector, the development of the aggregate sector is still steady. China Cement Network data show that in the first half of 2024, the demand for aggregate for concrete fell 10.8% year-on-year, with a total demand of 6.25 billion tons, dragged down by both downstream infrastructure and real estate. Therefore, how long the aggregate can support cement enterprises is indeed a pessimistic unknown.

2024-09-04 09:39:36

Relevant data show that the industry lost about 1.2 billion yuan in the first half of the year, with sales falling by 11%. Conch Cement: In the first half of the year, the Company achieved an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit of RMB3.326 billion, representing a year-on-year decrease of 48.56%. Tapai Group: achieved operating income of RMB1.976 billion, representing a year-on-year decrease of 31.17%; net profit attributable to shareholders of the listed company was RMB226 million, representing a year-on-year decrease of 53.43%. It is expected that with the arrival of the traditional peak season of cement sales, the demand side will be better in the second half of the year than in the first half, and the price side is expected to continue to repair.

2024-08-30 10:06:24

Domestic high temperature rain weather has not yet subsided, downstream construction activity is still low, the concrete market is relatively flat, and the market price is stable. From August 15 to August 21, the national concrete price index closed at 114.16 points, down 0.28% annually and 11.40% year-on-year.

2024-08-23 17:35:52

The price of raw materials in many places has fallen, and the price of concrete in southwest China is running weakly.

2024-08-23 15:45:37

Domestic construction conditions have not improved significantly, coupled with the small number of new key projects, the market demand is still relatively low, and the price of concrete has fallen more or risen less. From August 8 to August 14, the national concrete price index closed at 114.48 points, down 0.33% annually and 11.69% year-on-year.

2024-08-17 10:46:53

With the improvement of construction progress in North China, the growth of market demand is still limited by the off-season.

2024-08-16 17:10:08

The domestic market continued to be controlled by the hot and rainy weather, the market demand was weak, the price of concrete continued to fall steadily, and the decline in Sichuan and Chongqing was relatively large. From August 1st to August 7th, the national concrete price index closed at 114.86 points, down 0.43% from the previous month.

2024-08-09 18:09:08

The rainy season in North China affects construction, market demand is low and prices are weak and stable.

2024-08-09 16:25:44

Since the beginning of this year, enterprises around the country have generally increased their efforts to stagger the peak, but it is still not enough to reverse the imbalance between supply and demand. In the future, the cement industry may face a severe test.

2024-08-05 13:48:41

According to the China Cement Network Market Data Center, the shutdown of kilns in Liaoning, Northeast China, was extended to 20 days in August, the overall price was high and stable, the demand performance was not good, and the momentum to push up again was insufficient.

2024-08-02 17:28:08

According to China Cement Market Data Center, the demand and sales in southwest China are sluggish, cement prices in Sichuan and Chongqing continue to fall, and some regions have fallen back to the level before the price increase in June. Some markets in the surrounding Yunnan-Guizhou region are still pushing up in the week, and the implementation remains to be observed.

2024-08-02 17:25:15

According to the China Cement Network Market Data Center, the price of cement in the Pearl River Delta region of Guangdong in central and southern China has recovered by 10-15 yuan/ton, and the quotation in Guangxi is temporarily stable. Prices in some areas of the two lakes have fallen in the early stage, and the overall market is mainly stable this week.

2024-08-02 17:16:26

According to the market data of China Cement Network, affected by the high temperature weather and rainy season, the demand performance of Beijing-Tianjin-Hebei region is flat and the price is weak.

2024-08-02 17:12:52

According to the cement network market data center news, Ningxia prices continue to decline; Shaanxi region recently due to the contradiction between supply and demand and price competition led to a larger price reduction.

2024-08-02 16:39:35

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

Looking forward to the second half of 2024, we believe that the demand for cement will improve compared with the first half of the year, and the price will continue to rebound. However, under the constraints of weak demand and serious overcapacity, the repair of cement price is limited. Throughout the year, cement demand will face

2024-08-01 09:19:52

Demand is declining, supply is increasing, and the price of sand and gravel industry is adjusted in an all-round way.

2024-07-31 15:56:20

According to the China Cement Network Market Data Center, the Northeast region shut down the kiln again for 15 days in August, which played a supporting role in cement prices.

2024-07-26 17:06:09

According to the data center of China Cement Market, the intensity of peak staggering has been increased, and the price of cement in Yunnan-Guizhou region has been raised by 30-100 yuan/ton, and the implementation remains to be observed. Cement prices in some markets in Sichuan and Chongqing have dropped by 30-50 yuan/ton.

2024-07-26 16:56:03

From the perspective of various factors, the cement industry was flat in the first half of the year, and in the second half of the year, under the stimulation of the steady growth policy, the physical workload of the project landing was expected to increase.

2024-07-25 10:00:09

Some regions in China are affected by high temperature and rain weather, coupled with insufficient new projects, the price of concrete is weakening. From July 11th to July 17th, the national concrete price index closed at 116.73 points, down 0.47% from the previous month.

2024-07-19 17:35:12

The market demand is not good, and the price of concrete is stable and falling.

2024-07-19 14:44:42

According to the research and statistics of the People's Bank of China, according to the issuance plans announced by various places, the issuance scale of new local bonds in the third quarter was as high as 1966.9 billion yuan, an increase of 605.3 billion yuan over the same period last year; plus the maturity scale of 1067.6 billion yuan of local bonds, it is expected that in the third quarter

2024-07-10 14:08:28

Tapai Group issued a performance forecast for the first half of 2024. The net profit attributable to shareholders of the listed company during the reporting period was RMB218,586,600 to RMB242,874,000, representing a decrease of 55% to 50% as compared with the same period of last year.

2024-07-09 09:30:18

According to the data center of China Cement Network, the cost of cement production has risen, and the price of cement in Dali and Lijiang areas of Yunnan has risen again by 30 yuan/ton. The market demand in Sichuan and Chongqing is weak, and local cement prices have fallen.

2024-06-28 17:06:31

Following the increase of cement price by 50 yuan/ton at the end of May, leading enterprises in Dali and Lijiang areas of Yunnan continued to notify the increase of cement price by 50 yuan/ton from June 25.

2024-06-26 16:51:15

Cement prices in Gansu and Qinghai were temporarily stable after rising this week, while the actual implementation range in Ningxia was narrowed, according to the cement market data center. The overall performance of Shaanxi market is stable.

2024-06-21 15:30:08

According to the data center of China Cement Network, some areas in central and southern Hebei in North China have once again pushed up the price of cement by 30-50 yuan/ton and the price of clinker by 20 yuan/ton. The overall market demand is insufficient, and the implementation remains to be observed.

2024-06-14 17:45:01

According to China Cement Network Market Data Center, driven by factors such as kiln shutdown and the implementation of the new national standard, the price of cement in Guangxi Province has risen by 30 yuan/ton, and the implementation remains to be observed. The Guangdong market is tepid, and the quotation is temporarily stable. After the market of the two lakes rose, the implementation was not good.

2024-06-07 16:54:49

Traditional investment in infrastructure construction is difficult to support strong demand for cement.

2024-05-30 16:02:02

According to the market data of China Cement Net, the price of cement in Guizhou has bottomed out and rebounded. Around the 20th, enterprises in most parts of the province notified the price of cement to be raised by 20-50 yuan/ton, and the implementation remains to be observed.

2024-05-24 15:36:32

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.