Yushui: Cement demand is expected to improve slightly in the fourth quarter compared with the third quarter

2025-11-12 13:30:27

On November 12, Yu Shui, executive director, general manager and secretary of the board of directors of Conch Cement, said that in the first three quarters of 2025, affected by the deep decline in real estate investment and the sustained slowdown in infrastructure investment, the demand for cement continued to decline, the contradiction between supply and demand further increased, the market competition intensified, and the overall price of cement fluctuated lower, but thanks to the decline in coal costs, industry profits were significantly restored.

On November 12, Yu Shui, Executive Director, General Manager and Secretary of the Board of Directors of Conch Cement, said that in the first three quarters of 2025, affected by the deep decline in real estate investment and the sustained slowdown in infrastructure investment, cement demand continued to decline, the contradiction between supply and demand further increased, and market competition intensified. Cement prices fluctuated lower as a whole, but thanks to the decline in coal costs, industry profits were significantly restored.

In the fourth quarter, the demand for cement is expected to improve slightly compared with the third quarter, but it will continue to decline year-on-year. With the recent rise in coal prices, the benefits will still face greater pressure.

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Correlation

Yushui: Cement demand is expected to improve slightly in the fourth quarter compared with the third quarter

2025-11-12 13:30:27

CEMPI

102.83

-0.12 -0.12%

CONCPI

90.90

-0.14 -0.15%

CLKPI

111.83

+0.20 +0.18%

SPPI

45.05

-0.07 -0.16%

MORPI

73.32

-1.52 -2.03%

Conch Cement: Cement demand is expected to decline by about 7% in 2025

From the demand side, from January to September, the national fixed assets investment fell by 0.5% year-on-year, the annual interest growth rate showed negative growth for the first time, affected by the funds in place, the infrastructure investment increased by 1% year-on-year, the growth rate continued to slow down, the real estate market continued to decline in depth, of which the real estate development investment fell by 13.9% year-on-year, the decline expanded month by month, and the real estate market continued to decline. New housing construction area decreased by 18.9% year-on-year, housing construction area decreased by 9.4% year-on-year, comprehensive factors, from January to September, the national cement output was 1.259 billion tons, down 5.2% year-on-year.