On March 31, Beijing Jinyu Group said that 2026 was the beginning of the 15th Five-Year Plan, the issuance scale of special bonds and ultra-long-term special bonds continued to expand, and the investment in urban renewal, water conservancy, energy, pipeline network and other infrastructure was expected to return to positive, providing strong support for cement demand, although it was expected that cement demand would still be in the downward channel throughout the year. However, the decline will be significantly narrowed.
Facing the industry situation, the company will give full play to the advantages of "cement + aggregate + concrete" integrated operation, enhance market competitiveness and risk resistance. We will actively seize opportunities in key areas such as urban renewal, water conservancy, energy, pipeline network, mine backfilling and overseas markets, deepen differentiated marketing strategies, stabilize stock and increase increments. Since
2025, the state has issued a series of policies and measures to reduce production capacity, control output, reverse involution and stabilize growth, laying a solid foundation for the improvement of supply and demand in the industry and the optimization of self-discipline environment. In the first quarter
of 2026, the national cement price started at a low level, and is expected to show a trend of shock adjustment throughout the year. The degree of price recovery depends on the effect of supply-side regulation and policy implementation. The company has been in the northeast, Shaanxi, Sheng Zhongnan, Inner Mongolia and other regions to promote the price and achieved results. In 2026, the company will make every effort to maintain the industry ecology, promote accurate peak staggering in non-heating season, and continue to raise prices steadily.
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