Recently, Guangdong Construction Engineering Standard Quota Station released an analysis report on the trend of basic building materials in Guangdong Province in December 2022 for reference.
Among them, the price of medium sand and gravel dropped slightly in December. The average price of medium sand is 116.3 yuan/ton, with a month-on-month decrease of 6.06%; the average price of gravel (20) is 102.6 yuan/ton, with a month-on-month decrease of 3.23%. Sand and gravel shipments rose 37.72% month-on-month.
First, the price
of sand and gravel dropped slightly
in December. The average price of medium sand is 116.3 yuan/ton, with a month-on-month decrease of 6.06%; the average price of gravel (20) is 102.6 yuan/ton, with a month-on-month decrease of 3.23%.
Cement
prices fell slightly in December . The average price of cement 42.5 (R) was 538.21 yuan/ton, down 2.78% from the previous month.
Concrete
prices fell slightly in December. The average price of concrete C30 was 520 yuan/cubic meter, down 1.33% from the previous month.
Steel prices fell slightly
in December. The average price of round steel (HPB300 Ф10) was 4549.61 yuan/ton, up 3.52% from the previous month. The average price of rebar (HRB400E Ф25) was 4560 yuan/ton, up 1.46% annually.
2. Market analysis
According to the data of construction permit issuance in the whole province, 2054 projects were started in December, a decrease of 2.78% compared with the previous month, and the total construction area was 48.2883 million square meters, a decrease of 8.18% compared with the previous month; The total contract price was 159.022 billion yuan, a decrease of 12.73% compared with the previous month. Meanwhile, according to the data released by China Building Materials Federation, the price index of building materials industry in December was 97.8 points, down 1.8 points from the previous month; the production index of building materials industry was 104.4 points, down 3.6 points from the previous month. The above data show that in December, when the new construction area decreased and the construction was hindered by the epidemic, the market demand for building materials was weak, and the building materials industry was in a downward trend.
1. Market demand: According to the survey, the shipment volume of sand and gravel increased by 37.72% on a month-on-month basis, the delivery volume of cement decreased by 15.3% on a month-on-month basis, and the utilization rate of concrete production capacity decreased by 0.49% on a month-on-month basis. The overall demand weakened, but the market was still supported. On the steel side, the total inventory increased by 2.45%, the volume decreased by 3.67%, and the inventory of steel mills increased, indicating that the overall market demand has weakened. On the whole, with the recurrence of the epidemic and the increase of positive personnel, many projects are in a state of shutdown and semi-shutdown, the demand for building materials continues to be blocked, and the overall market demand remains to be seen.
2. Market supply: According to the survey, the operating rate of sand and gravel increased by 7.23% on a month-on-month basis, the utilization rate of cement clinker production capacity decreased by 4.85% on a month-on-month basis, and the output of concrete decreased by 4.6% on a month-on-month basis. The overall demand was not good, and manufacturers reduced production to sell inventory. In terms of steel, the operating rate of steel mills decreased by 2.63%, the utilization rate of production capacity decreased by 5.72%, the growth rate of production slowed down, and the construction steel production was mainly reduced. Generally speaking, enterprises focus on capital repayment at the end of the year, manufacturers choose to reduce production to sell inventory, some suppliers prepare for next year's projects, and the overall supply is stable and weak.
3. Cost factors: According to the survey, in terms of sand and cement, the fuel price decreased slightly, while the coal price fluctuated at a high level, indicating that the cost of sand and gravel mining decreased and the cost of cement production was high. In terms of concrete, the price of sand and cement dropped slightly, and the cost price showed a downward trend. In terms of iron and steel, according to the survey of my steel network, iron ore fluctuated and fell, scrap steel prices fell as a whole, imported ore market prices fell slightly, coke prices remained stable, and production costs fell as a whole. In terms of transportation, the logistics transportation has improved after the release of the epidemic, the cold wave combined with the impact of the epidemic, the construction progress of downstream projects has slowed down, the sea freight has been stable at a low level, and the river freight has remained basically stable. In general, the transportation cost of basic building materials has remained stable.
Third, the analysis of
the future market from the demand side, the cold wave southward weather cooling, superimposed epidemic repeated project shutdown, continued to affect the construction progress, is expected to have a certain impact on the demand for basic building materials. From the supply side, before the year, enterprises mainly paid back funds, some suppliers prepared for next year's projects, and the overall supply of goods was stable and weak. From the cost side, fuel prices are on the rise, raw material prices are weak, and river-sea freight prices remain stable. Overall, the price of basic building materials is expected to decline slightly in January.
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