Weekly report of cement network: there is no obvious rebound in demand, and the price of cement in southwest China is weak and stable (11.3-11.7)

2025-11-07 16:14:52

Demand in Sichuan and Chongqing is stable and prices are temporarily stable, Yunnan and Guizhou are impacted by rainy weather, Yunnan's rising trend narrows, and Guizhou's prices show signs of continuous decline.

Demand

in Sichuan and Chongqing is stable and prices are temporarily stable, Yunnan and Guizhou are impacted by rainy weather, Yunnan's rising trend narrows, and Guizhou's prices show signs of continuous decline.

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Correlation

Demand in Sichuan and Chongqing is stable and prices are temporarily stable, Yunnan and Guizhou are impacted by rainy weather, Yunnan's rising trend narrows, and Guizhou's prices show signs of continuous decline.

2025-11-07 16:14:52

Overall, the price of cement in Kunming has been running to the bottom of the stage, and the downward space is limited. The key to the follow-up trend lies in two points: one is whether the regional demand can show signs of improvement in the seasonal peak season window, providing room for the price increase to be digested; the other is whether the major local manufacturers can maintain a unified price increase implementation discipline, so as to avoid the price increase being aborted due to some enterprises soliciting goods at low prices.