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。

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Correlation

Jiang Xun also said that according to the current forecast situation of various institutions, the forecast center of real estate development investment in 2025 is about-9%, and the forecast center of new construction area is about-17%. According to the model prediction of China Concrete Network, the output of ready-mixed concrete in 2025 will be the same as that of The ratio interval was -5% ~ -10%, and the prediction center was biased to the lower edge of the interval.

2025-02-21 10:33:51

Overall, the demand for cement declined significantly in 2024. Although the overall decline in coal prices reduced the pressure on production costs, the average price of cement declined and the profits of the cement industry continued to shrink. Cement Big Data Research Institute estimates that the total profit of the cement industry in 2024 will be around 16 billion yuan (excluding non-cement business such as aggregates and overseas cement profits).

2025-01-16 09:44:17

The middle and lower reaches of the Yangtze River are the main demand market for sand and gravel aggregates, with a total annual demand of nearly 5 billion tons. Hubei is located in the middle reaches of the Yangtze River, with natural geographical advantages, while relying on the advantages of water transportation, the production of sand and gravel will be transported to the downstream Yangtze River Delta hot sand and gravel market.

2025-01-14 15:21:52

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. The market demand of Gansu, Qinghai and Ningxia continued to weaken, the shipments of most cement manufacturers dropped to a low point, and the overall price of cement remained stable.

2025-01-03 17:43:04

According to the China Cement Network Market Data Center, cement prices in the central and southern regions of Guangdong and northern Guangdong were lowered by about 20 yuan/ton this week, while the Pearl River Delta market was temporarily stable after falling. Cement prices in many places in Guangxi began to decline by 20-30 yuan/ton. Cement prices in the two lakes region are mainly stable, and cement prices in some areas have begun to pull back.

2025-01-03 17:39:32

According to the data center of China Cement Market, the cement market in southwest China is weak. In January, Chongqing continued to implement the policy of peak staggering and kiln shutdown for 25 days, which led to a decline in the inventory of enterprises in the region. Recently, some clinker production lines in Yunnan have been stopped at off-peak, and near the end of the year, leading enterprises intend to stabilize prices, and there is no significant change in the quotation of leading enterprises in many places in the week.

2025-01-03 17:36:40

Looking forward to 2025, we believe that the demand for cement will continue to decline under the background that the real estate has not yet stabilized and the infrastructure is limited, but the industry's awareness of "anti-involution" will continue to increase, coupled with the current good start, it is expected that the average price of cement will rise slightly, and the industry's profits will be restored to a certain extent.

2024-12-31 16:06:01

Although there is no obvious improvement signal in the demand of cement industry next year, the basic demand is still there, and the decline of cement demand next year will be narrower than that of this year. With the continuous strengthening of self-discipline awareness of the industry and the increase of peak staggering, it is expected that the price of cement will continue to rise this year.

2024-12-23 15:55:58

According to the total data, in 2024, the main business income of Industrial Enterprises above the scale of concrete and cement products industry is expected to reach about 1.3 trillion yuan, with a year-on-year decline of about 16%, and the total profit of the industry is expected to be about 32 billion yuan, with a year-on-year decline of more than 40%.

2024-12-23 09:46:32

According to the China Cement Network Market Data Center, the price increase in the Pearl River Delta market in central and southern Guangdong has not been implemented, and the market in Guangxi has fallen steadily. Cement prices in some core markets in Hunan and Hubei have been adjusted back in the early stage, and are brewing to push up again in recent days.

2024-12-13 18:28:28

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

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

In the first three quarters of 2024, the overall performance of 18 listed companies continued to be poor, with almost all revenues declining, all profits of profitable enterprises declining, and nearly half of them falling into a loss state.

2024-11-22 16:15:43

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

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