涨涨涨!旺季已来,各地水泥都在涨价,除了这里……

2020-08-31 09:16:47

尤其是华东市场,江苏、安徽、江西、山东、河南、福建等地水泥价格都呈现了普遍上调趋势。

中国水泥网行情数据中心消息,临近九月全国水泥市场逐渐由淡转旺,多地水泥价格开始尝试上调,全国水泥均价环比继续小幅上涨。尤其是华东市场,江苏、安徽、江西、山东、河南、福建等地水泥价格都呈现了普遍上调趋势。

临近金九银十传统旺季,后期全国整体水泥价格行情势态呈现复苏回涨趋势。

华东:整体价格行情继续上扬

台风对华东市场影响不大,整体价格行情继续上扬,各地水泥价格纷纷呈现上调趋势。

江苏

受上周天气晴好及需求向好影响,8月22日起江苏南京、镇江地区主要厂家通知上调高标水泥价格30元/吨。调后两地大厂P.O42.5散装主流出厂395-405元/吨左右。

8月24-25日江苏淮安、宿迁、连云港、徐州等地一些主要大厂陆续通知上调水泥价格20-30元/吨,区域其余同业或将陆续跟进落实。调后苏北地区P.O42.5散装主流出厂报价基本在400-430元/吨。

整体来看,江苏多地水泥价格基本完成下半年第二轮普涨。周边上海地区高标水泥价格跟进落实上调20元/吨。

浙江

20日起浙江地区主导企业对浙北杭州、嘉兴、湖州、绍兴等地各品种水泥价格通知上调30元/吨,市场价格涨后趋稳运行。浙中南及沿海地区近期库存加速下降,周内水泥价格暂未上调,预计九月跟进。

目前浙北地区大厂P.O42.5散装主流汽运出厂420-440元/吨左右。

安徽

8月22日-23日起,安徽多地主要厂家水泥价格出现上调,其中芜湖、铜陵、池州等地一些主要厂家通知上调高标水泥价格10-15元/吨;

宣城地区上调高标价格20元/吨;马鞍山地区上调高标价格30元/吨。

其中铜陵地区个别大厂由于部分大型项目施工尚未恢复,需求销量不达预期,价格暂稳运行。

福建

福建市场需求较有所好转,加之外围市场价格上涨,下游提货量增加,本地企业涨价意愿较强。

8月22-23日起,福州、漳州地区一些大厂通知上调水泥出厂价格10元/吨;

三明、南平地区一些大厂通知上调各品种水泥出厂20元/吨。

8月27-28日省内除三明、南平各地主要厂家跟进通知上调各品种水泥及熟料价格20元/吨,漳州、福州一些厂家再次通知上调20元/吨。

8月福建全省各地调涨幅度基本在20-30元/吨。若此番推涨落实到位,福建地区基本完成下半年第一轮价格普涨。

江西

随着高温天气逐渐消退,周边省份市场水泥及熟料价格上调带动。

28-30日,江西赣东北,南部赣州,北部南昌、抚州等省内各地主要厂家陆续通知上调水泥及熟料出厂价格20元/吨。少数地区预计九月初跟调。全省展开下半年首轮回涨。

山东

25日起山东地区熟料生产线已陆续开始执行错峰停窑,且执行情况相对较好。

受错峰停窑,加之省内熟料价格小幅上调带动,24日-27日山东枣庄、临沂、济南、淄博、泰安、菏泽、聊城等多地主要厂家陆续通知上调水泥价格20-30元/吨左右。

调后济南、泰安等地大厂P.O42.5散装主流出厂报价430-450元/吨,挂牌报价略高。整体来看,临近九月,市场需求趋向旺季,加之错峰停窑后库存压力减小,本轮价格推涨落实难度不大,省内其余地区水泥价格或将陆续跟进落实上调。

中南市场:市场涨价欲望强烈

湖北

近来沿江下游市场提货量增加,加之前期水泥价格连续下跌,两湖市场,厂家涨价欲望较为强烈。

湖北地区,为提升盈利,8月22日-24日湖北武汉及鄂东黄石、鄂州、黄冈、孝感等地区主导企业陆续通知上调水泥价格30-35元/吨,目前执行幅度在25-30元/吨。

广东

据市场反馈,广东粤北及珠三角地区熟料库存不高,供应趋紧。为提升盈利,25日起区域厂家对熟料价格上调20元/吨,水泥报价仍以稳价为主。但随着熟料价格上调,市场需求好转,近期水泥价格有望上涨。

此外,或受周边福建涨价带动,粤东主要企业计划于9月1日上调水泥及熟料价格10元/吨。

河南

九月停窑在即,加之环保管控严峻,河南新乡卫辉、辉县等地一些矿山及水泥企业陆续错峰停产。8月18日省内主导企业通知上调水泥价格水泥价格20-30元/吨。

8月25日前后再次针对豫北郑州、新乡、南阳、洛阳等多地地上调水泥价格20-30元/吨,且27日继续通知上调水泥价格20-30元/吨。区域其余中小厂陆续观望式跟进上调。

河南省涨价潮的来临,一方面九月需求将好转,但停窑供给减少,水泥厂家急于修复前期价格的大幅下跌。

西南市场:需求欠佳 川渝价格持续走低

随着“金九银十”的临近,水泥行业的旺季已经来临,全国大部分地区市场开始启动,价格上调,除了西南市场。

上周西南地区四川、重庆市场因销量持续下滑、库存高位运行,水泥价格继续走低。

四川

市场淡季加上近期持续降雨影响,水泥出货受阻,工程暂缓施工,整体市场需求销量欠佳。同时部分厂家库满停窑,为提升销量,8月25日-26日起,四川广元、广安、南充地区主导企业陆续通知下调水泥价格10-20元/吨。

重庆

市场需求销量持续下滑,各企业库存高位运行。同时受四川、贵州方向水泥降价冲击,本地企业销售压力加大。为提升销量,继月初下调水泥价格后,中旬以来主导企业继续对重庆主城市场下调水泥价格20元/吨,累计降幅在30-40元/吨,整体行情趋弱运行。

All can be viewed after purchase
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

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

In the long run, the core factor restricting the rise of cement price lies in the serious overcapacity. At present, the real utilization rate of clinker production capacity has reached a new low level in recent years, and the problem of excess contradiction is extremely acute. Only by taking effective measures to resolutely reduce production capacity and solve the persistent illness, can cement price be guided to return to the normal level.

2024-09-20 11:03:39

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

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

In the first half of 2024, Conch Cement realized an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit attributable to parent company of RMB3.326 billion, representing a year-on-year decrease of 48.56%.

2024-08-30 14:56:13

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

We need to establish the core values of "others earn more, I can earn more" to guide production and operation. In the short run, only by actively limiting production and restoring the balance of supply and demand in the weak market, can the cement industry achieve a recovery in efficiency. Without enough initiative and consistency to limit production, all those who talk about the price of cement are cheaters and hooligans, and they can not succeed.

2024-08-13 15:12:11

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

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 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

In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).

2024-07-23 16:45:00

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

In the second quarter, especially since June, the cement market demand is gradually recovering, the cement price in some regions has improved significantly, and the performance of Jidong Cement is expected to be restored with the recovery of the industry.

2024-07-09 11:06:30

There is little hope that the demand for cement on the real estate side will recover, and infrastructure will remain the "biggest reliance" for cement demand for a long time to come. If the demand for cement at the infrastructure end can not play a supporting role, or even decline by a large margin, the cement supply side will drive the cement to rise.

2024-07-01 12:02:26

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.