Since December 2025, cement prices have continued to decline, hitting a low of 328 yuan per ton on March 11 this year. Recently, reporters visited the market and found that many cement manufacturers have issued price increase letters. What is the reason for the release of the price increase letter? How do downstream enterprises react? Since the middle of
March, many cement plants in Northeast China, East China, Southwest China and other regions have issued price increase letters to adjust the price of cement leaving the factory, ranging from 10 yuan to 100 yuan per ton according to the origin and specifications. In a cement transfer plant in Rugao, Jiangsu, the reporter noticed that there was an endless stream of cement tankers coming to load. Liu Zhenhai, the person in charge, told reporters that the demand for cement in the downstream has obviously warmed up recently, and the turnover rate of inventory has been reduced from about a week a year ago to five days.
Industry insiders said that the main reason for this round of cement price increases is the low inventory of cement plants after the festival, while the pace of resumption of construction sites is accelerating, and the short-term demand for cement is rising. At the same time, the Outline of the Tenth Five-Year Plan also proposes to build a modern infrastructure system, including 23 major projects, covering railways, highways, ports and other fields. As one of the important basic raw materials in the construction field, the demand for cement is expected to continue to pick up. Chen Wanggui, deputy director of Triangle Railway and Rail Transit Research Base, Shanghai President of
China Railway, said that in the future, more emphasis may be placed on the pulling and leading role of new infrastructure, and there will be a relatively greater increase. For example, the new 6G technology in communication network, such as the "East Number West Calculation" project, the Yangtze River Delta track will change from single-line construction to global networking system.
Cement price transmission speed is slow, there is still room
for price increase in the future. At present, it is the peak season of the traditional "gold, silver and four" industry. Cement manufacturers issue price increase letters intensively. However, the reporter found that the price of cement in the terminal market has not changed much at present. What is the reason for this? What is the future trend of cement price?
Reporters visited a number of downstream cement enterprises in Jiangsu to learn that although manufacturers issued a price increase notice, the current terminal cement price fluctuations are not large. Liu Zhenhai, who has been engaged in cement trade for more than 30 years, told reporters that a lot of cement was stored in the warehouse a year ago, and the upstream ex-factory price has risen. The cost price of their inventory cement is still relatively low, and the downstream acceptance of the price increase is not high, so the current price is only slightly higher.
Reporters learned that the cost of cement accounts for about 30% of the total production cost of the mixing station. For every 10 yuan increase in cement raw materials, the production cost per ton of concrete and mortar in the mixing station will be 3 yuan more. Because this part of the production cost can still be covered by the profit of inventory price increase, the price of concrete and mortar in construction sites remains stable.
Industry insiders said that this round of cement prices began in Northeast China, followed by East China, Southwest China and other regions. At present, cement is still in the destocking stage, and the transmission speed of cement price rise to the terminal is slow. With the inventory consumption before the year, the cost of dealers taking goods increases, and it is expected that the cement price will rise steadily in the future. (Source: CCTV Finance)
Attention: On April 9-10, China Cement Network will hold the " 15th China Cement Industry Summit and TOP100 Award Ceremony " in Hangzhou. At the same time, the " Cement Economy Fifty People Forum (C50) " was held. The Summit will build a platform for the docking of supply and demand and the collision of ideas, explore the path of green transformation and intelligent upgrading from the dimensions of macroeconomic insight, industrial chain synergy and technological innovation breakthroughs, plan a layout for the "15th Five-Year Plan" green development of the industry, and work together to create a new chapter of high-quality development!
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