Jinyu Jidong said that cement demand will continue to show a downward trend in 2026, but infrastructure investment may be moderately pre-arranged for some major projects, traditional and new infrastructure, new urbanization and urban renewal will provide support for cement demand. It predicts that the supply-demand relationship and price will be improved next year with the optimization of supply-side reduction and the intensification of peak-staggering production. From the in-depth implementation of the national anti-involution policy in the cement industry, cement prices are expected to be reasonably repaired.
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