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图232020年华北区域水泥集中度
图232020年华北区域水泥集中度
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所属报告:
【公司研究】冀东水泥-公司深度报告:底部已到来布局正当时-210611(37页).pdf
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下半年煤炭涨价影响或逐步消散。针对近期大宗商品价格持续上涨的现象,国家持续关注、喊话和加大监管。预计下半年煤炭价格或将有所回落,而水泥产品本身传导上游成本能力比较强,因此下半年煤炭涨价影响将逐步缓解。同时大的水泥厂往往和煤炭企业有长协约定,采购煤炭价格通常比市场价格更低,实际成本上涨幅度更低。 华北集中度已不输华东,长期水泥价格有望对标。区域集中度来看,华北龙头金隅冀东占比 30.28%,超过华东龙头海螺水泥的 20.35%占比;华北 CR5 为 52.09%,与华东的 54.71%接近;华北 CR10 为 60.37%,略低于华东的 66.18%。整体来看,华北区域集中度已对标华东,且京津冀和长三角区域都作为我国经济最发达区域,在经济环境、人口流入、投资建设等方面都有相似之处。但从水泥价格来看,华东区域常年高于华北,最高时价差超过 100 元/吨,平均价差在 40-60 元/吨之间。长期来看,华北水泥价格有望对标华东,还有较大上升空间。
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【公司研究】冀东水泥-公司深度报告:底部已到来布局正当时-210611(37页).pdf
表4三家北方水泥企业停工损失对比(亿元)
表32020年公司投资募集资金用于危废固废处置项目建设情况
图9冀东水泥历年各项业务收入情况(亿元)
图8吸收合并后的股权结构
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