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內地多輪下調後部分地區水泥價格築底 8月上旬有望企穩反彈
據《21世紀經濟報道》,持續了近五年的高景氣行情,內地水泥價格在今年5月達到頂點後,進入持續下跌通道。中國水泥網數據顯示,截至7月23日,全國水泥價格指數(CEMPI)報收139.38點,該指數在5月份達到159.34點後,便持續下跌。跌幅持續放大,超出不少業界人士的心理預期。

與之相伴隨的是,全國多個地區水泥出廠價格出現數輪下調。上海鋼聯百年建築網水泥高級分析師江元林表示,今年的淡季比往年大概提前了一個月左右,部分地區經歷四五輪調價後,累計跌幅接近200元人民幣/噸。

中國水泥網水泥大數據研究院高級分析師魏瑜介紹,2021年3月下旬以來,不斷好轉的下遊需求,爲水泥帶來一波火爆行情,5月中旬達到年內高點483.72元人民幣/噸。不過,受梅雨、中高考、農忙及市場資金緊張等不利因素影響,下遊需求表現疲軟,企業庫存不斷攀升,導致水泥價格持續回落,從短期來看,隨着雨季結束,長江中下遊流域需求有望率先季節性回升,8月上中旬水泥價格或可迎來止跌恢復。

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