Weekly Report of Cement Net: Demand in Southwest China Continues to Be Low, Many Places Show Signs of Decline (12.8-12.12)

2025-12-12 17:14:37

The supply of kilns in Sichuan and Chongqing contracted, and the price of bulk cement in Chengdu-Deyang-Mianyang showed signs of decline; the demand in Yunnan and Guizhou rebounded and showed differentiation, Guizhou was weak and stable, and the implementation of the price in Honghe, Wenshan and other places in Yunnan did not increase, and the regional price game continued.

The supply of kilns

in Sichuan and Chongqing contracted, and the price of bulk cement in Chengdu-Deyang-Mianyang showed signs of decline; the demand in Yunnan and Guizhou rebounded and showed differentiation, Guizhou was weak and stable, and the implementation of the price in Honghe, Wenshan and other places in Yunnan did not increase, and the regional price game continued.

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Correlation

The supply of kilns in Sichuan and Chongqing contracted, and the price of bulk cement in Chengdu-Deyang-Mianyang showed signs of decline; the demand in Yunnan and Guizhou rebounded and showed differentiation, Guizhou was weak and stable, and the implementation of the price in Honghe, Wenshan and other places in Yunnan did not increase, and the regional price game continued.

2025-12-12 17:14:37

Tokuyama announced a major strategic adjustment, planning to transfer the domestic cement and curing agent sales business to Pacific Cement Company, the transaction amount is about 37 billion yen, the target is to be completed in October 2026.