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百年建筑:江苏砂浆2022年市场回顾与2023年展望-百年建筑网

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class="article-text article-text_1"> <div data-val="4500" id="article-content"> <div id="text"> <p><img style="margin: 0px auto; display: block; width: 600px; height: 255px;" src="//img05.mysteelcdn.com/wz/uploaded/steel/2022/12/28/164604.jpg" alt="" /> <strong data-filtered="filtered"><strong><strong data-filtered="filtered"><strong><strong style="color: #32323c; font-family: 'Microsoft YaHei'; font-size: 16px; text-indent: 32px; background-color: #ffffff;" data-filtered="filtered"><strong style="color: #32323c; font-family: Calibri; font-size: 14px; text-indent: 28px; background-color: #ffffff;" data-filtered="filtered"><span class="15" style="padding: 0px; margin: 0px; font-family: 微软雅黑; font-size: 12pt;"><span style="padding: 0px; margin: 0px; font-family: 微软雅黑;"><a style="color: #333333; text-decoration-line: none; outline-style: none;" href="https://huizhan.mysteel.com/huodong/jznh/2022gflt"><span style="padding: 0px; margin: 0px; color: #b22222;">》》》2023中国建筑行业高峰论坛暨&ldquo;百年建筑网&rdquo;年会报名入口 报名窗口</span></a></span></span></strong></strong></strong></strong></strong></strong></p> <p>一、2022江苏<a href='https://m.100njz.com/market/p-968-----1013-0--------1.html' target='_blank' style='color:#3861ab'>砂浆</a>市场回顾</p> <p align="center"><img style="width: 512px; height: 273px; margin: 0px auto; display: block;" src="//img02.mysteelcdn.com/wz/uploaded/steel/2022/12/28/164515.png" /></p> <p align="center"><img style="width: 512px; height: 273px; margin: 0px auto; display: block;" src="//img05.mysteelcdn.com/wz/uploaded/steel/2022/12/28/164527.png" /></p> <p align="justify">截至12月28日,江苏市场DMM10干混砂浆均价为333元/吨,同比下降12.66%。砂浆需求依赖房建市场较重,但2021年底开始,各个市场商品房项目购买力下降严重,受疫情影响,全国多数市场经济下行,资金不足,并且目前各地居民对房子的需求远不如前,部分市场供过于求,房地产企业目前为止情况较差,且短时间内没有较大好转空间,砂浆出货量不及去年同期。第一季度,春节假期叠加寒潮影响,市场活力恢复较为缓慢,工程项目进度相比其他时间较为缓慢,劳务人员陆续归位,砂浆价格呈现前期弱势运行,后期略有回暖。第二季度前期,原材料价格偏强运行,重点工程项目进度良好,具有一定韧性,但随着连云港、南通、苏州等多个市场疫情加重,多数地区采取封城、道路管控措施,原材料价格一路走低,砂浆价格弱势维稳。第三季度,疫情叠加极端天气,下游市场需求持续萎靡,南通、南京等市场连续发布高温预警,房建市场持续萎靡,砂浆出货量无以支撑价格持续走低。三季度末及第四季度,下游施工项目恢复情况不佳。部分市场尝试推涨原材料<a href='https://m.100njz.com/market/p-968-----1001-0--------1.html' target='_blank' style='color:#3861ab'>水泥价格</a>,但上升并不明显,南京等地出现水泥价格回落现象。后期疫情放开,工人感染数量骤增,施工进度再次受到影响,需求减弱,砂浆价格难有上升空间。</p> <p align="justify">二、砂浆基本面分析</p> <p align="center"><img style="width: 552px; height: 161px; margin: 0px auto; display: block;" src="//img06.mysteelcdn.com/wz/uploaded/steel/2022/12/28/164537.png" /></p> <p align="justify">据百年建筑网调研反馈,大多数砂浆企业出货量同比去年均有不同程度下滑,主要还是房建项目方面的减少,部分市场受疫情反复影响,工程项目进度整体不快,砂浆发运量随之下滑。同时受房建市场影响,资金短缺,部分市场在库工程项目无以支撑,暂缓施工,故砂浆发运量总体下滑约四成左右。</p> <p align="center"><img style="width: 554px; height: 169px; margin: 0px auto; display: block;" src="//img08.mysteelcdn.com/wz/uploaded/steel/2022/12/28/164545.png" /></p> <p align="justify">根据百年建筑网调研报告,截至12月28日,调研样本中企业回款比重仅5-6成,相较于去年近乎有所下滑。今年受房地产影响较大,砂浆企业在在选择新项目时,无疑优先选择现金流,但整体房建市场较差环境下,根本原因在于商品房售卖无力,资金难以回收,短期内资金短缺导致房企需承担的资金压力分担至材料商,加大了企业方面的运营成本。</p> <p align="justify">三、2023年上半年砂浆市场展望</p> <p>2023年春节前,受公共卫生安全事件影响,工人数量有所减少,在建工程进度被迫放缓。同时因房建项目较少,市场新旧项目青黄不接,部分砂浆市场因距离、付款等多方面因素,对明年的预备项目无所储备。</p> <p>但疫情开放以来,南京等多个市场房市有所回暖,商品房交易量略有上升,明年上半年预计会继续回暖,宏观经济或将回暖。房地产行业&ldquo;三支箭&rdquo;陆续射出,涉及国家对房企债券融资、信贷融资、股权融资三方面的扶持政策,截至目前,已有几十家房企取得银行授信支持,部分房企发布了融资重组公告。</p> <p>11月11号,央行和银保监会出台了针对房地产的新的16条。针对房地产企业、对家庭部门以及对一些烂尾楼等等,出台了新的更加宽松的融资政策。具体包括像对房地产企业从商业银行里面信贷,包括在发信托以及在资本市场发债等融资,重新开了绿灯。另外,对一些烂尾楼的项目,国家一些相应的政策性银行会给予一定的政策资金的支持,帮助它们逐渐恢复到正常的建设。在此房地产利好政策基础上,预计2023上半年砂浆出货量将小幅上升,砂浆价格或稳中偏强运行。</p> <p><img style="margin: 0px auto; display: block; width: 600px; height: 1482px;" 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