[周评]西南:重庆价格有所回落,云贵局部推涨上行

2018-01-22 09:41:04

据中国水泥网行情数据中心消息,上周西南地区,重庆价格有所回落,云贵局部推涨上行。

  据中国水泥网行情数据中心消息,上周西南地区,重庆价格有所回落,云贵局部推涨上行。

西南地区水泥价格指数K线图

  四川:成德绵地区主导企业曾于12日上调水泥价格30元/吨。据市场反馈,临近年底治污,部分工地停工,需求下滑,一些厂家对大型客户暂未执行到位,全面落实尚待推涨。此外,广元地区部分厂家15日跟进上调各品种水泥价格30元/吨。

  重庆:12月主要厂家水泥价格基本普涨120元/吨左右,近期市场反馈来看,各地市场皆有回落。一方面元旦以来,天气影响需求下滑,加之原材料价格暴涨,部分工程施工放缓或提前停工。另一方面前期调整,部分中小厂家及外省水泥价格未全幅落实,导致区域价格逐渐回落。周内主城及渝西一些大厂价格也回落30-40元/吨,部分外省水泥累计仅落实一次涨幅。此外,重庆地区部分厂家原计划18日对川渝交叉市场仓山、广元、安岳、南部等价格相对较低市场修复性上调各品种水泥价格30元/吨,但市场反响不佳,恐有延后或取消。

  贵州:近期贵州用电量大幅增长,造成工业用电紧张。受此影响部分供电局发布限电通知,滇东南地区水泥企业早九点到晚九点将限制用电负荷,水泥企业生产受限。同时局部煤炭供应也偏紧。17日起贵州贵阳、安顺、六盘水、毕节等多地主要企业陆续通知上调各品种水泥价格30元/吨,预计本轮限电调涨将推至全省范围。

  云南:丽江、迪庆地区下游需求有所恢复,部分主要企业报价推涨20-30元/吨。昆明地区价格降后趋稳。此外,市场需求销量下滑,曲靖地区部分厂家对散装水泥价格大幅下调40元/吨,区域价格有下跌压力。据悉,一季度云南地区或将错峰停窑35天左右,若推动执行有利于春季淡季稳价。

  相关产业信息:

  贵州水泥受限电影响 恐3月才能正常生产

  “限电最长的企业差不多已经半个月了,最少的也有五天左右。”贵州水泥水泥工业协会秘书长刘屏表示,“目前很多厂水泥磨每天只能开工十个小时,部分企业生料磨处于停工状态。由此也导致贵州当地一些扶贫攻坚项目暂缓。”

  四川金顶预计2017年净利润2500-2900万元 同比增长188.51%至202.67%

  四川金顶1月20日发布2017年业绩预告,预计公司2017年全年净利润为2500.00万元~2900.00万元,上年同期为-2824.68万元,同比增长188.51%~202.67%。

  四川自贡非法混凝土搅拌站全面“清零”

  者从四川自贡市住建局获悉,经过半年的专项整治行动,并经市委中央环保督察发现问题领导小组办公室督导组验收,目前,全市85家非法搅拌站已全部按标准取缔,13家合法搅拌站全面完成绿色化改造,实现了非法混凝土搅拌站全面“清零”。

  关于《产能置换实施办法的通知》的一些思考

  在环保、安全压力下,和国家出台不少力度不小的鼓励优惠政策的引导下,不少企业自我改造提升能耗、环保、安全内生动力大为增强。

  因此,一业内专业人士表示,以此为大背景出台的产能置换实施办法对水泥行业来说解决了不少问题。

  统计局:2017年水泥产量23.16亿吨 同比减少0.2%

  1月18日,国家统计局公布2017年主要工业产品生产情况。其中,水泥产量23.16亿吨,同比减少0.2%。12月份水泥产量19144万吨,下降2.2%。

All can be viewed after purchase
Correlation

Near the end of the year, the domestic concrete market demand continued to weaken, the cost support declined compared with the previous period, and the price of concrete in many places declined steadily. From December 19 to December 25, the national concrete price index closed at 111.39 points, down 0.80% annually and 10.97% year-on-year.

2024-12-27 17:40:19

According to the China Cement Network Market Data Center, cement prices in the central and southern regions of Guangdong and Guangxi have generally declined this week, and cement prices in the two lakes regions are mainly stable. Recently, the temperature in Henan has dropped significantly, the main core market is affected by heavy pollution weather, the construction progress is limited, the market demand is weak, coupled with the poor implementation of some enterprises, the market competition is intensified.

2024-12-27 17:17:01

Southwest concrete market demand performance is general, mainly stable.

2024-12-27 17:13:50

According to the China Cement Market Data Center, the southwest regions of Sichuan and Yunnan are running weakly; the cement market in Chongqing is weak and stable, and the attempt to push up has not caused price fluctuations; Recently, the price of cement in some areas of Guizhou has been slightly loosened, the overall market is mainly weak, and the demand is still poor, only about 2-3% of the normal level. At present, most of the clinker lines in the province are basically in a state of shutdown, and the inventory is high.

2024-12-27 17:13:46

Demand is low, and cement prices of some enterprises in Guangxi have been lowered by 25-30 yuan/ton recently.

2024-12-25 15:50:51

Under the influence of low temperature weather, the market demand in Jiangsu and Shanghai is not ideal, and concrete shipments have declined compared with the previous period. In addition, the price of local raw material cement and sand has fallen, and the concrete market is weak and stable. The weather in Zhejiang is mostly fine, the demand has not changed significantly compared with last week, and the overall price is temporarily stable in the week. Affected by the cold weather and weak demand in Anhui, the price of raw materials has declined, and the price of concrete has also remained weak and stable.

2024-12-23 11:35:18

There is no doubt that the document of double control of production capacity has come into effect. The cement industry in Sichuan Province is in line with the cement industry in Chongqing, working together to stagger the peak. Starting from 2025, the peak staggering production situation will be reported quarterly, and the government departments will carry out supervision.

2024-12-23 11:31:33

Off-season construction conditions are gradually weakening, concrete market demand is weak, and enterprise quotations are mainly stable, with a slight decline in some areas. From December 12 to December 18, the national concrete price index closed at 112.29 points, down 0.03% annually and 10.35% year-on-year.

2024-12-22 20:17:53

According to the information from China Cement Market Data Center, the price of cement in many places of Sichuan in the southwest region declined slightly; the price of cement in the main urban area of Chongqing continued to rise by 50 yuan/ton after falling; the price of cement in Kunming area of Yunnan continued to rise by 50 yuan/ton, and the implementation remains to be observed.

2024-12-20 17:56:57

According to the China Cement Market Data Center, the cement market in North China, Beijing, Tianjin and Hebei is weak, pushing up the implementation of fatigue; the cement market in Shanxi is weak, and Inner Mongolia maintains stable operation.

2024-12-20 17:51:19

Affected by the cooling and rainy weather, the construction progress slowed down, the market demand in Jiangsu, Zhejiang and Shanghai weakened, and the shipment of concrete decreased. At the same time, the price of raw materials such as cement and sand has fallen, and the cost of concrete production is difficult to increase. In terms of price, the quotation of major manufacturers was weak and stable during the week. At present, prices have been stabilized everywhere, but the overall market situation is not optimistic.

2024-12-16 09:47:22

With the decline of temperature, the demand of concrete market in most regions of the country has further weakened, and enterprises mainly focus on stabilizing prices. From December 5 to December 11, the national concrete price index closed at 112.32 points, with a stable ring-to-ring ratio and a year-on-year decline of 10.24%.

2024-12-15 11:02:18

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

The concrete market in southwest China is mainly stable.

2024-12-13 16:43:51

In order to improve business conditions, commercial mixing enterprises may try to push up prices to cope with cost pressures and improve profitability.

2024-12-09 10:57:49

Recently, the domestic concrete market demand has weakened seasonally, coupled with the slowdown of raw material prices, concrete prices have been stable and small. From November 28 to December 4, the national concrete price index closed at 112.32 points, down 0.03% annually and 10.12% year-on-year.

2024-12-06 17:54:48

According to China Cement Market Data Center, the price of cement in Sichuan in southwest China is mixed; the demand in Chongqing is not good, leading enterprises are self-disciplined to make up for the increase, and the implementation remains to be observed.

2024-12-06 17:47:45

The market demand for concrete in southwest China is generally stable.

2024-12-06 16:22:57

With the decline of temperature, the demand for terminal construction is weakening, the demand for concrete market is weakening, and the quotation of enterprises is mainly stable. From November 21 to November 27, the national concrete price index closed at 112.35 points, with a stable ring-to-ring ratio and a year-on-year decline of 10.13%.

2024-11-29 17:29:42

According to China Cement Market Data Center News, the southwest region of Sichuan is mixed; Chongqing cement prices are down, rain and high inventory affect the market; Yunnan and Guizhou are temporarily stable as a whole.

2024-11-29 17:29:25

China Cement Net Market Data Center News: The market demand in the southwest region is general, and the concrete price is temporarily stable.

2024-11-29 17:17:14

Recently, the overall domestic demand has declined steadily, coupled with the weakening of local cost support, and the price of concrete has been stable and small. From November 14 to November 20, the national concrete price index closed at 112.35 points, down 0.13% annually and 10.08% year-on-year.

2024-11-22 18:03:03

According to the China Cement Market Data Center News, the price of cement in Sichuan, southwest China, is mixed; Yunnan is stable as a whole. Chongqing area has been pushing up since November, according to the feedback from leading enterprises, the price is relatively stable after the rise, and the enterprises that did not rise in place in the early stage have also increased by 20-30 yuan/ton in the near future.

2024-11-22 17:27:34

China Cement Network Market Data Center News: Southwest Market Demand Performance in general, mainly stable.

2024-11-22 17:26:33

Recently, the concrete market demand has weakened, coupled with the cost-side support has not been further strengthened, enterprises are mainly shipping at stable prices, with a slight increase in individual regions. From November 7 to November 13, the national concrete price index closed at 112.50 points, up 0.03% annually and down 10.07% year-on-year.

2024-11-15 17:37:41

According to the information from China Cement Market Data Center, the price in Chongqing and Northeast Chongqing in the southwest region has risen by 30 yuan/ton, and the implementation remains to be observed; the price in Changdu, the Xizang, has risen by 50 yuan/ton, and the implementation remains to be observed; Sichuan and Yunnan maintain stable operation.

2024-11-15 17:34:42

China Cement Network Market Data Center News: raw materials rose, the southwest region to promote a small increase in concrete prices.

2024-11-15 16:53:10

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 information from China Cement Market Data Center, the price of cement in Chongqing in the southwest region is pushed up by 50-100 yuan/ton, and the implementation is to be observed; the price in Zhaotong in Yunnan is pushed up by 50 yuan/ton, and the implementation is to be observed; the price in Nanchong, Guang'an and Suining in Sichuan is pushed up by 50 yuan/ton, and the price in Yibin and Luzhou is partially dropped.

2024-11-08 17:19:35

China Cement Net Market Data Center News: Raw Materials Rise, Concrete Prices in Southwest China May Be Raised

2024-11-08 17:11:43

In October, with the gradual decline of the national temperature, the northern project came to an end, and there was a small-scale rush to work in some areas, while the southern construction activities increased, the demand warmed up, and the shipment volume increased slightly. On the supply side, a number of sand and gravel aggregate projects have been successfully put into operation, production capacity has been released rapidly, sand and gravel prices have stopped falling slightly, and have entered a narrow range of volatility.

2024-11-05 11:42:36

From the recent market situation, the overall cement industry in the fourth quarter has a better expectation, the company has certain advantages in cost control and other aspects, will better benefit from the current round of price recovery and the impact of the rising boom stage.

2024-11-05 11:03:06

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

China Cement Net Market Data Center News: The price of raw material cement in southwest China is pushed up, or the concrete market is pushed up.

2024-11-01 17:04:42

Recently, the domestic temperature has dropped, local demand has dropped compared with the previous period, and the price of concrete market is mainly in a narrow range. From October 24 to October 30, the national concrete price index closed at 112.12 points, down 0.02% annually and 10.33% year-on-year.

2024-11-01 01:06:33

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

Recently, the construction in the south is relatively active, the local market demand is warming up, coupled with the increasing pressure on the cost side, the market price trend is stable and small. From October 17 to October 23, the national concrete price index closed at 112.14 points, down 0.02% annually and 10.65% year-on-year.

2024-10-25 17:29:24

Southwest raw material cement prices push up, or push up the concrete market..

2024-10-25 14:53:28

According to China Cement Market Data Center, the demand in Sichuan and Chongqing in Southwest China has improved, and the cement price has been steadily promoted; the price increase in Yunnan and Guizhou may be blocked. It is understood that the fourth quarter of Yunnan plans to implement peak staggering production for 51-60 days, affected by the policy, the output of enterprises in the region has declined, and the inventory has declined slightly.

2024-10-18 17:38:28

With the improvement of weather conditions, the domestic market demand has improved as a whole in the near future, but it is still difficult to reach the peak season level in previous years. Concrete enterprises mainly ship at stable prices, and there are still some downward adjustments. From October 10 to October 16, the national concrete price index closed at 112.16 points, down 0.59% annually and 10.64% year-on-year.

2024-10-18 17:28:46

The price of raw materials in Sichuan and Chongqing is pushed up, the implementation is relatively positive, and the price of concrete is mainly stable.

2024-10-18 17:03:45