October 2026, the temperature improved, the capital situation continued to improve, and the downstream consumption was weak. Due to the overall weakness of demand recovery and the overall strength of peak staggering, the capacity utilization rate of the industry is still at a low level.

According to China Cement Network, a new round of peak staggering production plan for cement industry has been released in many places recently. The peak-shifting task of cement clinker production lines of all cement clinker production enterprises in
Chongqing in this winter and next spring is 92 + X days, including no less than 17 days in November 2026 and no less than 55 days from December 2026 to January 2027. No less than 20 days in February 2027. All clinker production lines of cement clinker enterprises
in Shandong Province will be staggered from November 15, 2026 to March 15, 2027 in the heating season. In the non-heating season, the cement industry in the whole province is encouraged to independently carry out peak staggering production through self-discipline. Where the state has other provisions, such provisions shall prevail. All new dry process cement clinker production lines
in Guizhou Province implement peak staggering production, and the kiln shutdown time of each line in the fourth quarter is not less than 65 days. During the special protection period of air pollution prevention and control from 2026 to 2027, the base number of peak-shifting production days of cement clinker production line in
Hunan Province is 105 days, of which the base number of peak-shifting production days is not less than 60 days from October 1 to December 31, 2026. Cement enterprises should reasonably arrange peak staggering production plan according to atmospheric environmental capacity, and stagger peak in December and January with high incidence of heavy pollution. All cement clinker production lines
in Inner Mongolia will implement peak-shifting production for 5 months from 0:00 on November 1, 2026 to 24:00 on March 31, 2027. All cement clinker production lines
in Xinjiang Autonomous Region (including the Corps) should carry out peak-shifting production. During the period from November 1, 2026 to October 31, 2027, enterprises in the region will stop kilns for 211-255 days. Cement enterprises in the
three northeastern provinces have started peak staggering since October 11 and will continue until March 31 next year.
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