On June 8, the Information Office of the State Council held a regular briefing on the policies of the State Council to interpret the relevant contents of the 15th Five-Year Plan for Urban Renewal, and a series of solid financial support policies were implemented simultaneously.
The central government has allocated "real gold and silver" to the construction of urban renewal, with a total investment of 257 billion yuan in the two special funds in 2026.
Among them, 97 billion yuan was invested in the central budget to support the renovation of old urban residential areas and urban dilapidated houses, benefiting about 8 million households, and supporting infrastructure projects will continue to release cement demand;
160 billion yuan of super-long-term special treasury bonds were invested in the renovation of underground pipelines such as urban water supply, drainage, gas and heating, an increase of 25 billion yuan over the previous year, to make up for the shortcomings of urban infrastructure.
Old residential area repair, pavement hardening, pipe network laying, trench pouring and other projects are inseparable from cement building materials, the huge volume of infrastructure will form a stable and considerable market demand. Under the pressure of traditional demand in the
industry, urban renewal series projects have become an important engine to stimulate cement consumption, which can effectively alleviate the operating pressure of the industry, stabilize the market situation and inject new impetus into the development of the cement industry.
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