2024上半年建材行业分析：防水材料价格下跌5% 行业分化明显
导语/Introduction: 中国建筑材料联合会最新发布的2024年6月行业报告显示，建材行业整体运行偏弱，呈现明显分化态势。防水材料等产品出厂价格同比下降超5%，而技术玻璃等工业配套产品则保持增长。
Key findings: The latest June 2024 industry report from China Building Materials Federation reveals overall weak performance with significant divergence across sectors. While ex-factory prices of waterproof materials dropped over 5%, industrial supporting products like technical glass maintained growth.
1. 生产情况/Production Status
• 6月规模以上建材工业增加值同比下降0.4%，连续4个月负增长
• 上半年31种重点监测产品中19种产量下降，水泥产量降幅达10%
• 平板玻璃产量增长7.5%，技术玻璃等工业配套产品保持增长
• June: Value-added output of large-scale building material enterprises down 0.4% YoY, marking 4 consecutive months of decline
• H1: 19 out of 31 key products saw output decline, with cement output dropping 10%
• Flat glass output grew 7.5%, while industrial supporting products like technical glass maintained growth
2. 价格趋势/Price Trends
• 6月建材产品出厂价格同比下降6.4%，环比回升0.3%
• 上半年防水建筑材料等行业出厂价格同比下降超5%
• 技术玻璃等部分产品价格同比上涨0.15%-3%
• June: Ex-factory prices down 6.4% YoY but up 0.3% MoM
• H1: Waterproof building materials prices dropped over 5% YoY
• Some products like technical glass saw 0.15%-3% price increases
3. 经济效益/Economic Performance
• 上半年规模以上建材企业利润总额同比下降55.5%
• 水泥行业全行业亏损，亏损面超50%
• 建筑玻璃等技术密集型行业利润保持增长
• H1: Total profits of large enterprises plunged 55.5% YoY
• Cement industry saw over 50% loss-making enterprises
• Technology-intensive sectors like architectural glass maintained profit growth
行业展望/Industry Outlook: 报告指出，建材行业正处于结构调整期，加工制品业比重持续扩大至64%，民间投资同比增长显著（非金属矿物制品业+8%）。预计下半年随着基建投资回暖，行业将逐步企稳。
Outlook: The industry is undergoing structural adjustment, with processed products accounting for 64% of output. Private investment grew significantly (+8% in non-metallic mineral products). Recovery is expected in H2 with infrastructure investment rebound.
外贸情况/Foreign Trade: 上半年建材及非金属矿商品出口额同比下降11.96%，但卫生陶瓷等产品出口数量保持增长，呈现"量增价跌"特点。
Trade: H1 exports dropped 11.96% in value terms, though products like sanitary ceramics saw volume growth with declining unit prices.
