Cement Net Monthly Report: Weak Demand Dominates, Regional Differentiation Intensifies (7.1-7.31)

2025-08-07 14:47:04

By the end of July, the National Concrete Price Index (CONCPI) closed at 93.69 points, down 3.15% from the end of June and 21.67% from the same period last year.

In July, the national concrete market was weak as a whole, and the demand side was suppressed by high temperature and rainy weather, the deterioration of housing construction funds and the lag of infrastructure construction. The average daily shipment volume of mixing stations declined, and the regional differentiation was significant: Beijing-Tianjin-Hebei relied on key projects to be weak and stable, and there was no market in Beijing-Tianjin-Hebei; Due to the impact of typhoon and heavy rainfall in East China and Central South China, the construction intensity was weakened, and the demand in Anhui, Fujian and other places fell to a low ebb; the demand in Northeast China and Northwest China was low, the decline in Liaoning was delayed due to the policy of peak staggering, and the decline in Gansu was affected by the low price input from Ningxia; the prices in Sichuan, Chongqing, Yunnan and Guizhou fell slightly due to the overcast rain and overcapacity, and the market in Guizhou showed signs of loosening and declining. On the cost side, the actual cost of raw materials such as cement continued to decline, many places failed to push up, and the actual transaction benefits intensified. Prices show the characteristics of "bright, stable and dark decline", and enterprises compete for profits under the pressure of cash flow.

By the end of July, the National Concrete Price Index (CONCPI) closed at 93.69 points, down 3.15% from the end of June and 21.67% from the same period last year.

Figure 1: Operation of


the National Concrete Price Index in July
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Correlation

By the end of August, the National Concrete Price Index (CONCPI) closed at 93.03 points, down 0.6% from the end of July and 20.65% from the same period last year.

2025-09-04 15:00:49

By the end of July, the National Concrete Price Index (CONCPI) closed at 93.69 points, down 3.15% from the end of June and 21.67% from the same period last year.

2025-08-07 14:47:04

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%.