According to the tracking of China Cement Network Cement Big Data Research Institute, 12 clinker lines are planned to be put into operation in 2026, with a capacity of nearly 18 million tons, and more than 10 million tons are technological upgrading or relocation projects. The release progress of new production may still be less than expected, and the overall supply pressure is controllable. In addition, nearly 300 production lines have been replaced, with a cumulative net withdrawal capacity of more than 50 million tons. Under the guidance of the policy, excess capacity will continue to withdraw, production will be more standardized, and the supply side will further shrink.
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