Concrete Weekly Report: Weak Demand and Sales in Southwest China, Decline in Concrete Prices (7.21-7.25)

2025-07-25 16:14:32

Yunnan market presents the characteristics of supply and demand game, cement enterprises in the province plan to implement the policy of off-peak kiln shutdown for 18 days per month in July-August, and the market supply is low. However, due to the continuous impact of the rainy season, the progress of outdoor construction is blocked, the demand of commercial mixed market is insufficient, the volume of transactions remains low, the price upward lacks support, and the market has not seen significant fluctuations this week.

Sichuan and Chongqing: Affected by the continuous overcast and rainy weather in Sichuan and Chongqing recently, the market demand continued to be weak, and the sales volume of concrete showed a downward trend. Specifically, the price of raw material cement in some regions of Sichuan Province continued to decline, and affected by this, the price of concrete in many places declined by 10-20 yuan/ton. Similar to the situation in the main urban area of Chongqing, the loosening of raw cement prices has led to a synchronous decline in concrete market prices and a weak market trading atmosphere.

Yunnan and Guizhou: Yunnan market presents the characteristics of supply and demand game. Cement enterprises in the province plan to implement the policy of off-peak kiln shutdown for 18 days per month from July to August, and the market supply is low. However, due to the continuous impact of the rainy season, the progress of outdoor construction is blocked, the demand of commercial mixed market is insufficient, the volume of transactions remains low, the price upward lacks support, and the market has not seen significant fluctuations this week. Guizhou market continues to be weak, cement prices have reached the bottom and stabilized, the overall market of concrete is still weak and stable, and it is difficult to see rebound momentum in the short term.

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Correlation

This week, prices in many places in Yunnan are temporarily weak and stable, market demand and sales are low, sales pressure of enterprises is high, raw material prices remain low, and the overall concrete market is weak and stable. Cement prices in many places in Guizhou have reached the bottom, which has little impact on the concrete market for the time being, and the market is mainly stable.

2025-08-01 15:47:39

Yunnan market presents the characteristics of supply and demand game, cement enterprises in the province plan to implement the policy of off-peak kiln shutdown for 18 days per month in July-August, and the market supply is low. However, due to the continuous impact of the rainy season, the progress of outdoor construction is blocked, the demand of commercial mixed market is insufficient, the volume of transactions remains low, the price upward lacks support, and the market has not seen significant fluctuations this week.

2025-07-25 16:14:32

In the first half of 2025, Shanshui Cement realized an operating income of RMB 5.554 billion, a year-on-year decrease of 15.42%, and a net profit attributable to parent company of RMB -250 million, a year-on-year decrease of 52.84%.