[原创]全省逐步全面停产 江西水泥价格即将推涨

2020-12-23 13:55:52

在库位不高,一年的建设高峰时期停产是否会推涨水泥价格?一位水泥行业人士透露,在停产消息公布后,省内已经有大厂的销售人员表现了即将涨价的意向。

“目前已经一条生产线已经停产,第二条也在计划中。周边地市的南方和万年青的企业也陆续准备停窑。”九江当地一水泥企业负责介绍。按照江西省生态环境厅22日消息,经过和工信厅、省水泥协会的沟通,决定从今天(23日)至28日,全省水泥熟料生产线全面停产。

位于弋阳的海螺水泥、玉山万年青也对中国水泥网表示熟料生产线也已经开始停产。江西亚东表示已经对一条窑进行了停产,其余生产线相应减产。

为何在此时做出停产的决定?从江西生态环境厅的公布的消息来看,与近期空气质量的恶化有直接关系。

进入今年12月份,北方地区陆续出现大面积污染天气,污染物随冷空气南下影响江西,加之冬季大气边界层下降,环境容量变小,静稳天气多发,导致空气质量急剧恶化,截至12月20日,江西12月各地共出现了31个污染天气,南昌、九江等地分别启动天气应急Ⅲ级响应,江西面临着难以完成空气质量优良率目标的严重挑战。而据预测,未来几日省内不少城市还将出现重度污染。

其实此前21日,九江市就发布要求,“重点工业企业应按照减排清单执行黄色预警减排措施。砖瓦窑、水泥粉磨站、混凝土生产、露天开采等行业停产...”

据中国水泥网水泥大数据研究院统计,截至目前江西水泥库存在五成左右徘徊,熟料库位不足五成。“显然此次大面积的停窑会对市场供给产生影响,但还有库存,总体影响有限。倘若出现售尽的情况,会逐步恢复生产。”亚东一负责人表示。

在库位不高,一年的建设高峰时期停产是否会推涨水泥价格?一位水泥行业人士透露,在停产消息公布后,省内已经有大厂的销售人员表现了即将涨价的意向。

在今年年初疫情得到一定控制后,江西在全国率先推动复工复产工作,对于水泥行业产生了积极的影响,从当地主导企业江西万年青发布的业绩公告也可以看出全省水泥行业在今年表现的韧性。上半年江西省共生产水泥3224.2万吨,同比下降2.2%;全省水泥行业利润达到44亿元,同比增长10.7%。

从近期与江西多家水泥企业负责人交流的情况看,全年江西水泥需求呈现小幅下降的态势。“全省总销量下降5%左右,赣北表现好于赣南,南部主要受临近福建厂家的冲击。”江西一主流厂商销售人员介绍。另一家大厂透露该企业全年销量下降在百万吨以上。

“2019年下半年江西全省总共有六到七轮的涨价,而今年下半年只有四轮,且后面两轮调价落实情况水分较大。除了上半年价格没有多大回调外,与需求也有一定关系。”上述销售人员认为。

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台风天气影响,混凝土量价双弱......

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The Net Zero Industrial Awards recognize and celebrate outstanding innovation in industrial decarbonization, focusing on people and projects that are revolutionizing energy-intensive industries and dramatically reducing greenhouse gas emissions. Cemex 's Solar clinker project is in partnership with cleantech company Synhelion, which developed the high-temperature solar thermal technology it uses