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中国水泥产量、人均水泥需求、城镇化率
中国水泥产量、人均水泥需求、城镇化率
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所属报告:
建筑材料行业深度研究:水泥供给侧改革逐渐迈入第二阶段行业利润有望走出相对底部-241210(22页).pdf
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另一方面参考美日人均水泥需求变动情况,考虑到中国峰值水平低于美日,因此我们认为简单线性横向对比并不具有参考性,中国人均水泥产量底部中枢或高于美日等发达国家,这主要或与中国的建筑多为需要更多水泥的高层钢筋混凝土结构,且中国丘陵较多等地理环境也导致在建设高速公路和铁路时需要更多的水泥。因此我们通过测算降幅比例来做借鉴,高峰时期美国/日本的人均水泥需求量分别为 0.36/0.59 吨/人,底部时期约为 0.21/0.30/吨/人,2021-2023 年均值为 0.28/0.38 吨/人,相当于高峰时期的 76%/63%,我国高峰 1.80吨/人,假设中长期我国人均水泥需求中枢稳定在 1.25 吨/人(即高峰时期的 70%,取美国和日本近三年的平均值)。据联合国预测,到 2030/2050 年,中国总人口约为 139912/129730万人,因此我们测算 2030/2050 年我国水泥产量分别约为 17.5/16.2 亿吨,较 23 年产量仍有 16%/25%的下降空间。
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建筑材料行业深度研究:水泥供给侧改革逐渐迈入第二阶段行业利润有望走出相对底部-241210(22页).pdf
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