1. 2. Cement Net News: 3. Comments of Cement Net: The loss of Shanshui Cement has been greatly expanded due to the combination of volume and price! The net profit attributable to the parent company was RMB-983 million, representing a year-on-year decrease of 20.33%, and the loss increased 599. The sales volume of cement clinker decreased by 17% and the selling price decreased due to the decline in demand and price in the main business area. 4. The loss increased to 7 due to the adverse factors in the second half of the year. Looking forward to 2026, the demand for real estate and transportation in Shandong will weaken, the sales of products will decline, and the transformation of enterprises will be slow, the momentum will be insufficient, the negative pressure will be great throughout the year, and the risk of loss will be high. 4 . Weekly Report of Cement Network: The price of Fujian cement in East China was pushed up by 10 yuan/ton. The rest of the market rose after the main stability (3.23-3.27) 3.23-3. The rest of the market rose after the main stability, Shandong did not implement the push up, the actual transaction price down. The demand in Jiangsu has not increased significantly, and the settlement price of some enterprises has not risen, which may be stable in the short term, with some callback pressure; the demand in Zhejiang has recovered well, but the rain in Qingming Festival may increase, and it is difficult to push up again; the demand in Anhui has increased slowly, and the transaction of some enterprises in northern Anhui has declined; the price in Jiangxi has been pushed up differently, and the demand is low or the price has declined. 5. Zhejiang: Jiande Southern Cement Co., Ltd., Hangzhou Shanya Southern Cement Co., Ltd. Second-line Cement Clinker Production Line Supplementary Capacity Replacement.. Both companies belong to the same province and city, and the internal capacity of the same corporate enterprise group is transferred out. It is located in the key area of air pollution prevention and control. The actual production capacity of the second line of the two companies is 1000 t/d more than original approval, which is replaced by the 2000t/d production capacity of the 4000t/d clinker production line of Hangzhou Linan Southern Cement Co., Ltd. in the proportion of 2:1. The production capacity has been stopped and the main equipment has been dismantled, and the production capacity has not been reused. . This article focuses on 3.23-3. The construction sites in Jiangsu, Zhejiang, Shanghai and Anhui are general, and the demand does not reach the level of the peak season. Near the Qingming Festival, the rain may increase and restrain the progress, the cost is pushed up and the landing is unstable, and the price of concrete is stable; the cost quotation in Fujian is to be verified, the demand is slowly rising, the enterprise is waiting, and the quotation is stable; Jiangxi is affected by the rain and the unstable implementation of the cost, and the price is not supported by the rise; The weather in Shandong is good but the construction is not good, the demand only recovers 4-5%, the cement cost increase has not been transmitted, some concrete quotations have been lowered, and most of them are weak and stable. The overall demand recovery is slow, and the price increase is fatigue.
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