On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou. Zheng Jianhui, chief analyst of Cement Big Data Research Institute, shared "The thorny road, the frost road is still difficult-2025 China Cement Market Outlook".
It is estimated that in 2025, the national cement demand will be 1.7-1.73 billion tons, with a decrease of 5% -8%, and the recovery has not yet come. By sector: the demand for cement in infrastructure decreased by 4.9% year-on-year; the demand for cement in housing construction decreased by 9.7% (of which the demand for cement in real estate decreased by 9.2% and the demand for cement in non-real estate decreased by 10.1%); the demand for cement in civil market decreased by 5.9%. Quarterly: The market starts slowly in the first quarter, with the greatest demand pressure, and the expected decline is about 8%; the decline in the second half of the year is less than that in the first half of the year.
Zheng Jianhui believes that industry self-help has more advantages than disadvantages for leading enterprises. From the enterprise level, there are several points worthy of attention in 2025. 1. When the price continues to fall, it will generally have a negative impact on profits. 2. Some state-owned enterprises and central enterprises with higher costs will be the first to face major losses. 3. Some private enterprises will be in trouble, but more private enterprises can adopt a more flexible survival mechanism. 4. Cash flow is more important than profits.
Zheng Jianhui also introduced ChatCEM-AI Assistant for Cement Industry launched by China Cement Network. The tool is based on DeepSeek big model + cement network knowledge base system, providing powerful information integration and intelligent decision support for upstream and downstream enterprises in the industry.
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