Demand Recovery Staggered Peak Support Henan Cement Price Repair

In April 2026, the market price of Henan cement market gradually recovered under the influence of multiple factors. On April 3, the regional market in central and southern Henan rose by 20 yuan/ton, and the price repair is the inevitable result of the internal logic of the market.

First, Henan cement industry began to implement a 20-day peak staggering shutdown on April 5 to further alleviate the excess pressure on the supply side and provide support for the steady development of the industry.

The two is to enter the traditional peak demand season of the industry, and the downstream demand continues to recover. According to the data of China Cement Network, the cement storage capacity in Henan has decreased by about 7 percentage points compared with the beginning of the year, and the shipment rate has increased by about 6 percentage points. On

April 2, the list of key construction projects in Henan Province in 2026 was newly released. A total of 1418 key construction projects were selected, with a total investment of about 3.2 trillion yuan, striving to complete the annual investment of more than 1 trillion yuan. Among them, the number of infrastructure projects such as transportation, energy, water conservancy and cities increased by 79 compared with last year, and the number and total investment increased by 2.2 and 6.3 percentage points respectively compared with last year. The successive launching of these projects will effectively support the demand for cement in Henan throughout the year.

Third, the rising price of coal, electricity and freight in the upstream and the rising cost of cement directly promoted Henan cement enterprises to raise the price of cement by 20 yuan/ton in early April, which opened the whole year's price repair journey.

Since the beginning of 2026, the cement industry has been facing operating pressure, and the overall operation is not good. After entering the second quarter, Henan cement industry is expected to reverse the situation of loss operation under the influence of multiple favorable factors such as supply and demand.