库存走低 价格反弹大幕拉开 多地水泥大幅回涨50元/吨

2020-08-03 09:05:50

7月30日,长三角沿江地区熟料价格通知上调20元/吨。目前,上峰水泥已经发布涨价通知,海螺水泥、南方水泥等企业预计也将跟进上调。

中国水泥网行情数据中心消息,7月30日,长三角沿江地区熟料价格通知上调20元/吨。目前,上峰水泥已经发布涨价通知,海螺水泥、南方水泥等企业预计也将跟进上调,具体通知未出。

分析人士称,本次熟料价格上调主要原因为梅雨天气结束,带动水泥市场需求恢复。同时,市场消息表示,8月长三角水泥价格有可能迎来上调。

近一个月来水泥建材板块走高 图片来源:东方财富网

纵观近一个月来水泥建材板块的表现,显然已经“闻风而动”,板块成交量显著提升。水泥建材板块指数从7月1日的23496.6一路涨至7月31日的29021.31,月涨幅高达23.51%。

下半年需求“问题不大”

“行业生产总体稳定、经济效益明显好转、产品价格窄幅波动。”工信部近期发布的统计数据显示,上半年水泥业营业收入4262亿元,同比下降6.1%;利润767亿元,同比下降6.1%,降幅分别较1-5月份收窄2.1和3.8个百分点。

“下半年,仍将看好水泥需求,行业利润预期超800亿元。全年利润总额在1500亿元左右,虽低于去年同期,但仍将处于历史第二的高位。”中国水泥网水泥大数据研究院资深分析师郑建辉在接受上证报采访时说。

据悉,因天气晴好,下游需求继续恢复,企业发货能达正常,且目前水泥行业尚处于淡季,产能释放还未进入正常水平。华东沿江熟料价格30日上调20元/吨,装船价格恢复上调至340元/吨。沿江熟料率先提价,华东地区价格拉开反弹大幕。

全国各省份水泥价格周变动情况 图片来源:中国水泥网

同时,河南地区天气好转,市场需求上升,加之新乡、焦作等地区多数补停的熟料线已陆续执行到位,熟料库位有所下滑。

全国水泥库容比 图片来源:中国水泥网

7月23-24日河南郑州、新乡、安阳、洛阳、平顶山等多地主要厂家通知上调水泥价格20-30元/吨,30日区域主要厂家继续通知上调水泥价格10-30元/吨。

此外,东北地区,据市场反馈,8月进入传统施工旺季,需求将有所回升,加之主要企业市场价格竞争放缓。同时鉴于年后水泥价格已跌至底部,为提升盈利,继七月上旬小幅尝试回涨10-20元/吨后,吉林地区主导企业通知8月1日起上调水泥出厂价格40-50元/吨,目前长春、吉林、四平等多地厂家已发布上调通知。

辽宁方面,近日辽南大连地区部分大厂通知上调水泥出厂价格10-30元/吨。辽中沈阳、辽阳地区主要厂家计划8月1日尝试上调水泥出厂价格10-20元/吨。

在郑建辉看来,下半年大型施工企业的基建订单呈现增长态势,加之房地产存在旺季赶工及续建工程赶工需求,下半年整体的水泥需求问题不大,全年利润将为1500亿元左右。

上周全国大范围降雨天气减少,虽在三伏天阶段,整体需求销量环比仍有所提升。全国水泥价格跌势放缓,部分省份呈现止跌回涨趋势。

具体来看被称为全国水泥价格风向标的华东地区。华东地区梅雨结束,雨水影响减少,整体需求有所回升。长三角水泥及熟料价格出现回涨预期。本周30-31日长三角沿江地区熟料价格回涨20元/吨,船运价回涨至330-340元/吨,八月水泥价格预计将回涨30-50元/吨。

江苏:

雨水及高温等天气影响,近期江苏地区水泥需求销量淡季运行。目前苏南地区大厂P.O42.5散装主流出厂挂牌报价335-355元/吨,成交基本在300元/吨上下。七月底到长三角沿江地区熟料价格回涨20元/吨,或受此带动,8月上中旬江苏地区水泥价格已有反弹上调的可能。

浙江:

梅雨结束,近期浙江地区市场需求回升,厂家发货基本达到正常水泥8-9成。七月底沿江地区一些厂家熟料价格开始回涨20元/吨,浙北地区熟料价格跟进走高。水泥价格方面,30日杭州、绍兴地区一些主要厂家率先通知上调低标价格20元/吨,浙北其余地区水泥报价稳中趋强运行。目前浙北地区大厂P.O42.5散装主流出厂380-400元/吨左右,挂牌报价略高。

安徽:

近期安徽局部地区仍有降雨天气影响,市场需求一般,但30日-31皖南沿江地区一些厂家率先通知上调熟料价格20元/吨,船运价回涨至330-340元/吨。临近8月,或受熟料价格上调带动,长三角地区水泥价格有望开始回涨,预计幅度约达30-50元/吨左右,具体执行情况有待观察。

福建:

上周地区天气良好,市场需求平稳,停窑后福建地区熟料库存有所下滑,目前基本维持在6-7成。整体来看,临近八月福建地区台风高发期,区域水泥价格能否继续持稳有待跟踪。

山东:

天气良好,市场需求平稳,且区域熟料线停窑执行情况较好,熟料库存下滑。周内山东地区水泥成交价格虽稳,但区域大厂涨价意愿较强,部分地区对局部客户价格小幅上调10-20元/吨,但落实有待观察。

据悉8月山东地区熟料线计划继续停窑10-15天,受此带动,上中旬山东地区水泥价格或有上调的预期。目前济南地区大厂P.O42.5散装主流到位420-440元/吨,但厂家挂牌报价略高。

江西:

雨季结束后,高温渐起,工程项目施工量恢复有限,江西整体市场仍处淡季,各地需求销量维持在7-9成水平。各企业库存偏高运行,行情稳中趋弱,但报价方面除局部零星有松动情况,整体以稳为主。目前南昌市场P.O42.5(R)散装水泥主流挂牌出厂390-410元/吨左右。

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Correlation

According to the China Cement Network Market Data Center news, the implementation of the early push up in the central and southern regions is not up to expectations. During the week, cement prices in many places in Guangdong generally began a new round of increase, and the quotation in Guangxi was stable and small. This week, the implementation of the push up in Hunan and Hubei is not ideal.

2024-11-22 17:30:12

According to the China Cement Network Market Data Center, cement prices in central and southern China rose by about 20-30 yuan/ton in a large area this week, while those in Guangxi were temporarily stable after the rise. This week, the price of cement in Hunan was pushed up again, and the price of cement in eastern Hubei was planned to be raised again by about 30 yuan/ton in order to restore the previous target.

2024-11-15 17:36:48

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

According to China Cement Market Data Center, cement prices in central and southern China rose steadily this week, pushing up 30-50 yuan/ton in Guangxi, and some low-priced enterprises reported an increase of 70 yuan/ton. This week, cement prices in eastern Hubei have gradually fallen back to the level before the last round of rise, and cement prices in many places in Hunan continue to rise.

2024-11-08 17:23:08

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

With the support of special debt, the local capital situation has been improving and the downstream construction has been accelerated. In addition, the self-discipline awareness of enterprises has been strengthened, the intensity of peak staggering and production restriction has been strengthened, and the national cement prices continued to rise in October due to the favorable macro and real estate policies.

2024-11-07 15:05:51

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

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

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

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

According to the China Cement Network Market Data Center, the Pearl River Delta in central and southern Guangdong is planning to continue to push up cement prices by 30-50 yuan/ton around the end of the month, and the Guangxi region is temporarily stable. Cement prices in Hunan and Hubei continued to rise by 30-50 yuan/ton.

2024-10-25 17:23:23

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

According to the data center of China Cement Market, cement prices in many places in East China continue to rise, and prices in some areas show signs of falling, and the specific situation needs to be tracked. For example, cement prices in Jiangxi are basically stable this week. Since the 8th, all parts of Jiangxi have been notified to push up the cement price by 20-30 yuan/ton. At present, the market is generally in a stable state after the price increase, and the price has not fluctuated significantly.

2024-10-18 17:33:36

According to the China Cement Market Data Center, the price of cement in Lanzhou-Baiyin area of Gansu Province has risen by 10 yuan/ton; the prices in Qinghai, Ningxia, Xinjiang and Shaanxi are stable. Affected by the big drop in temperature, rain and snow before the festival, the market demand in Qinghai has declined significantly. As the weather cleared up, cement sales in the region rebounded, and the market showed signs of warming up.

2024-10-12 17:29:56

According to the information from China Cement Market Data Center, the market price of Sichuan and Chongqing in the southwest region continues to rise; Yunnan region is weak and stable; Zunyi, Guizhou has notified to raise the cement price by 10 yuan/ton, and the implementation remains to be observed.

2024-10-12 17:26:43

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

According to China Cement Market Data Center, cement prices in central and southern Guangdong, western Guangdong and the Pearl River Delta region will be raised by 20-30 yuan/ton this week, and cement prices in Guangxi will also be raised. The Hubei region continued to push up 30-50 yuan/ton, the overall market in Hunan was stable and small, and the Yueyang region was notified to rise.

2024-10-12 17:23:19

Recently, the domestic market demand in some areas has improved slightly compared with the previous period, but the overall situation is still weaker than same period in history, and the price of concrete remains stable and weak. From September 19 to September 25, the national concrete price index closed at 112.82 points, down 0.10% annually and 10.45% year-on-year.

2024-09-27 17:57:56

According to the China Cement Network Market Data Center news, the implementation of cement prices in the Pearl River Delta region of Guangdong in the central and southern regions is general, while the Guangxi region is stable and declining. Eastern Hubei and other regions plan to push up the price of cement by 30 yuan/ton again. Driven by the price increase in eastern Hubei, individual market prices in Hunan have been notified to rise again.

2024-09-27 16:48:15

According to the China Cement Network Market Data Center, cement prices in the Pearl River Delta market in central and southern Guangdong are planned to stop falling and rise again, while prices in individual markets in Guangxi have experienced a second round of decline. During the Mid-Autumn Festival, the range of price increases in the two lakes areas has been extended to the whole province, pushing up by about 30 yuan/ton. Since the 10th, some major manufacturers in Henan have pushed up the price of cement by 30 yuan/ton, but the actual implementation is not ideal, some enterprises have not implemented in place, and the quotation remains at the level before the rise.

2024-09-20 17:10:16

Recently, the price of raw materials has shown an upward trend again, but due to the lack of new orders in the concrete market and the fierce competition among enterprises, the focus of transactions continues to decline steadily. From August 29 to September 4, the national concrete price index closed at 113.17 points, down 0.45% annually and 11.09% year-on-year.

2024-09-06 17:22:16

Most regions in China are affected by capital factors, lack of construction increment downstream, no improvement in concrete market demand, and downward pressure on local quotations. From August 22 to August 28, the national concrete price index closed at 113.68 points, down 0.42% annually and 11.12% year-on-year.

2024-08-30 17:31:27

According to China Cement Network Market Data Center, the market demand in southwest Sichuan and Chongqing continued to be weak, cement prices in some regions fell by 10-20 yuan/ton, and Yunnan-Guizhou region was mixed. The market demand continued to be weak due to the high temperature off-season in Sichuan and Chongqing, and some enterprises in Sichuan lowered the cement price to increase the shipment volume, while the original plan to raise the price in Chengdu was not implemented. The demand for cement in Chongqing is declining and the price is stable. Rainy weather in Yunnan is frequent, market demand is low, and prices in some areas have fallen after pushing up. Cement prices in Guizhou are generally stable.

2024-08-09 17:19:44

According to the China Cement Network Market Data Center news, the implementation of the rebound in cement prices in the Pearl River Delta region of central and southern Guangdong is not optimistic, and the Guangxi region is tepid. The market prices of the two lakes are basically stable, and there is a decline in some areas. Leading enterprises in Guangdong try to restore the price of cement, but under the influence of high temperature weather, the actual effect is not good. The rain weather in Guangxi is decreasing, the market demand is limited, the price is stable, and the local market is falling. Cement prices in Hubei are stable, and high temperatures affect demand. The Hunan area continues the high temperature, the demand is weak, the partial price falls. Affected by rainfall, the market demand in Henan is not good, and the price is stable.

2024-08-09 17:12:17

At the beginning of July, the National Cement Price Index (CEMPI) was 117.46 points, closing at 116.94 points at the end of the month, down 0.61% from the previous month and up 5.84% from the previous year.

2024-08-06 11:11:36

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 China Cement Network Market Data Center news, Guangdong, Hubei individual market notice to raise cement prices by 30-50 yuan/ton, the implementation remains to be observed. Cement quotations in other areas are basically stable and small.

2024-07-26 16:42:59

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

According to China Cement Market Data Center, cement prices in Sichuan, Chongqing and parts of Yunnan fell by 20-50 yuan/ton this week, and Guizhou continued to push up by 60 yuan/ton. Whether it can be implemented remains to be seen.

2024-07-19 17:19:24

According to China Cement Market Data Center, the actual turnover of cement in Guangdong and Guangxi local markets fell slightly by 10-20 yuan/ton this week, but the overall quotation of large factories stabilized. Cement prices in many places in the two lakes have fallen back to the level before the rise.

2024-07-19 17:14:59

According to the China Cement Network Market Data Center news, the northeast region continued to implement the staggered peak kiln shutdown, clinker supply shortage, 5-10 days to push up 50-60 yuan/ton.

2024-07-12 17:29:19

Recently, the domestic rain belt has moved northward, the market demand in most regions is still weak, and the price of concrete is stable and weak. From July 4th to July 10th, the national concrete price index closed at 117.28 points, down 0.54% from the previous month.

2024-07-12 17:29:18

According to the data center of China Cement Market, the price of cement in Guangdong and Guangxi markets has been stable this week, and the price in Hainan has fallen sharply. Prices in Hubei are mainly stable, while prices in Changsha-Zhuzhou-Xiangtan are falling.

2024-07-12 17:23:24

The industry said that the sustained rise in cement prices in Northeast China was mainly due to the positive response of enterprises in the region to the policy of peak staggering production, the reduction of cement inventory to a low level, and the optimization of market supply and demand.

2024-07-11 09:30:10

With frequent high temperature and rain weather, the building materials market has entered the off-season of traditional demand.

2024-07-08 16:16:39

The recent rainy weather is still continuing, the downstream construction progress is slow, local shutdown occurs, and the price of concrete is stable and small. From June 20th to June 26th, the national concrete price index closed at 117.92 points, down 0.19% from the previous month.

2024-06-28 18:10:43

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

Cement prices in the Pearl River Delta region of Guangdong rose by 20-30 yuan/ton in the second round of the month, and Guangxi may also have price expectations, according to the China Cement Market Data Center. Affected by the continuous rain weather in the two lakes area, sales in some areas stagnated.

2024-06-28 17:04:10

According to the China Cement Network Market Data Center, the price of cement in some markets in Sichuan and Chongqing has been raised by 50-130 yuan/ton, which is a large increase, and the actual implementation remains to be observed.

2024-06-14 20:06:50

According to the China Cement Network Market Data Center, this week, the second round of cement prices in Guangxi began to rise by 30-40 yuan/ton in a month, while cement prices in Guangdong were mixed.

2024-06-14 19:47:39

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

After the festival, the market demand in most regions tends to be weak, and the focus of concrete transactions is mainly stable. As of June 12, the national concrete price index closed at 118.39 points, down 0.03% annually and 12.69% year-on-year.

2024-06-14 17:35:49

According to the forecast of the meteorological and hydrological department, the natural inflow of Xijiang and Beijiang rivers in the Pearl River Basin this winter and next spring is 10 to 30% less than that in normal years. Xijiang River is the core route for the export of gravel, cement, machine-made sand, stone powder and other materials from Guangxi to Guangdong. Taking the core Changzhou Lock on the Xijiang River as an example, in 2023, there were 61889 ships passing through the lock, and the cargo volume passing through the lock was 6800 tons 14203, with a year-on-year increase of 2.05% and 13.71% respectively. The main types of cargo were gravel, cement and stone powder, accounting for 40%, 15% and 12% of the cargo volume passing through the lock.