Conch Cement: The future cement price is expected to be restored within a certain range.

2025-11-12 13:32:59

On November 12, Fan Zhan, director of Conch Cement and head of Finance Department, said that in recent years, due to the continuous and deep adjustment of the real estate market, the slowdown of the growth rate of superimposed infrastructure investment, the weakening of demand in the cement industry and the aggravation of the contradiction between supply and demand in the industry, the price of cement has declined and is at a low level, resulting in a decline in the gross profit rate of the company's cement.

On November 12, Fan Zhan, director of Conch Cement Workers and head of Finance Department, said that in recent years, due to the continuous and deep adjustment of the real estate market, the growth rate of superimposed infrastructure investment has slowed down, the demand of cement industry has weakened, and the contradiction between supply and demand in the industry has been aggravated. As a result, the price of cement declined and was at a low level, resulting in a decline in the gross profit margin of the company's cement.

Looking forward to the future trend, the cement price is expected to be restored within a certain range under the expectation that the cement industry will actively carry out anti-involution in the industry, but the demand is expected to remain weak.

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Correlation

Conch Cement: The future cement price is expected to be restored within a certain range.

2025-11-12 13:32:59

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.