2025, the 2024 Supplier Conference and 2025 Regional Material Demand Conference held by China Railway Material Trade Chengdu Branch was held in Chengdu Zhonghang Mingyu Shangya Hotel. Li Kunming, a cement industry analyst at the Cement Big Data Research Institute of China Cement Network, was invited to attend and deliver a keynote report entitled "Analysis and Judgment of Cement Price Trend in 2025 ".
Li Kunming pointed out that the relationship between supply and demand is the decisive factor affecting the price trend, and demand is not transferred by subjective will, but enterprises can adjust the relationship between supply and demand by adjusting supply and other active actions, and then cause price changes. Li Kunming said that in the past year, especially since the second half of 2024, facing the adverse situation of declining demand, the cement industry has responded positively to the call of the central government to "strengthen industry self-discipline and prevent vicious competition of involution", actively carry out self-discipline and self-help among enterprises, enhance mutual trust and cooperation, strengthen peak staggering production, and cement prices. The dawn of the industry out of the predicament is emerging. Among them, large enterprises have shown their due responsibilities and responsibilities, and have taken the initiative to play an important role in maintaining the stability of the industry.
Li Kunming emphasized that the decline in demand is not equal to the decline in prices, nor is it equal to the decline in benefits. Reasonable regulation of supply, stabilization of market prices and realization of reasonable benefits are the key to the high-quality development of the cement industry. Looking forward to 2025, Li Kunming believes that with the introduction and landing of favorable policies such as the central government's active fiscal policy and industrial control policy, as well as the increasing awareness of "anti-involution" in the cement industry, cement prices are expected to return to the normal operation trend, and the annual average price is expected to rise, and the benefits will be improved to a certain extent.
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