June 2026, the temperature in the northern region was relatively high, while the rainy weather in the southern region was affected by the Meiyu, and the downstream demand continued to be depressed due to the influence of the high school entrance examination and the busy farming season. The off-season characteristics were obvious, coupled with the high inventory of enterprises, the peak staggering efforts were still large, and the capacity utilization rate continued to be at a low level.
In addition, according to the statistics of cement network APP, the follow-up peak-staggering plan of cement industry in some regions is as follows:
all clinker production lines of cement clinker enterprises in Shandong Province (including special clinker production lines). Excluding the chemical supporting clinker production line of Shandong Lubei Chemical Co., Ltd.), the kiln will be shut down for 20 days from 0:00 on July 6 to 24:00 on July 25, 2026. In July, the number of days of off-peak production and kiln shutdown for each clinker production line
in Sichuan Province was "18 + X" days. Among them, "18 days" is the baseline task, and "X days" is organized by the Provincial Cement Association in mid-late July to determine whether additional days are needed, depending on factors such as production and marketing inventory of enterprises in the province, market supply and demand. In July, the differentiated peak-staggering production plan was launched synchronously in
Guangxi, and the days of kiln shutdown ranged from 12 to 15 days. The three
northeastern provinces plan to continue the 15-day kiln shutdown in mid-late July.
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