Cement Net Report: Operation Analysis of Cement Market in the First Three Quarters of 2025 and Outlook for the Fourth Quarter

2025-11-03 09:10:43

Looking forward to the fourth quarter, we believe that cement demand has improved slightly compared with the third quarter, but the year-on-year decline continues to expand, and it is expected that there will be limited room for cement prices to rise. Throughout the year, cement demand will face greater downward pressure, but the benefits of the industry will be restored to a certain extent.

the first three quarters of 2025, affected by the deep decline in real estate investment and the continuous slowdown in infrastructure investment, the demand for cement continued to decline, the contradiction between supply and demand further increased, coupled with fierce market competition and poor synergy, the overall price of cement fluctuated and declined, but thanks to the decline in coal costs, the industry profits were significantly restored. Looking forward to the fourth quarter, we believe that cement demand has improved slightly compared with the third quarter, but the year-on-year decline continues to expand, and it is expected that there will be limited room for cement prices to rise. Throughout the year, the demand for cement will face greater downward pressure, but the benefits of the industry will be restored to a certain extent.

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Cement Net Report: Operation Analysis of Cement Market in the First Three Quarters of 2025 and Outlook for the Fourth Quarter

2025-11-03 09:10:43

Cement Net Report: Analysis of Cement Market Operation in the First Half of 2025 and Future Market Outlook

Looking forward to the second half of 2025, we believe that the demand for cement will improve slightly compared with the first half of the year, but the supply side lacks strong binding force, and the repair of cement prices is expected to be limited. Throughout the year, cement demand will face greater downward pressure, and the benefits of the industry will further shrink.

2025-08-01 15:27:08

CEMPI

101.59

0 0%

CONCPI

90.47

-0.30 -0.33%

CLKPI

110.15

0.00 0.00%

SPPI

45.11

+0.07 +0.16%

MORPI

73.32

0.00 0.00%

Cement Network Data: Statistics of Cement and Clinker Inventory in China and Six Regions (11.21)

The following is the introduction of cement and clinker inventory statistics: The data presents the inventory situation of cement and clinker in the whole country and regions on November 21, including the year-on-year and month-on-month inventory changes. On the whole, there are differences in inventory and changes in different regions. In terms of clinker, the year-on-year change of storage location in Northeast China was significant, reaching 15 percentage points; the month-on-month change of storage location in Southwest China and Northwest China was relatively stable, reaching 0 percentage point. In terms of cement, the storage location in Northeast China has a large change of 15 percentage points compared with the same period last year, while the storage location in East China and Central South China has a small change of 0 percentage point compared with the same period last year.