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Cement Network Report: Operation Analysis and Prospect of Concrete Industry in the First Half of 2026

2026-08-03 16:17:46

In the first half of 2026, affected by the crowding out of debt conversion funds and the deep adjustment of the real estate market, the scale of downstream construction investment was insufficient, the decline of concrete market demand was further widened, the competition among enterprises was fierce, and the actual transaction focus was running at a low level. By the end of June, the National Concrete Price Index (CONCPI) closed at 88.52 points, down 2.07% from the beginning of the year.

In the first half

of 2026, as the first year of the "15th Five-Year Plan", the active fiscal policy continued to advance, but the downstream construction demand was weak due to the dual impact of the crowding out of debt funds and the deep adjustment of the real estate market.

According to the data released by the National Bureau of Statistics, the cumulative growth rate of infrastructure investment (the original three calibers) in January-June 2026 was-2.4% year-on-year, down 11.3 percentage points from the same period last year, and turned to negative growth for the first time since 2022. At the same time, the national real estate development investment fell by 18.0% year-on-year, an increase of 6.8 percentage points over the same period last year, and the drag of the real estate side on the overall investment further intensified.

Figure 1: Downward trend in real estate and infrastructure investment growth (%)

Data source: Cement Big Data (https://data.ccement.com/)

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Cement Network Report: Operation Analysis and Prospect of Concrete Industry in the First Half of 2026

In the first half of 2026, affected by the crowding out of debt conversion funds and the deep adjustment of the real estate market, the scale of downstream construction investment was insufficient, the decline of concrete market demand was further widened, the competition among enterprises was fierce, and the actual transaction focus was running at a low level. By the end of June, the National Concrete Price Index (CONCPI) closed at 88.52 points, down 2.07% from the beginning of the year.

2026-08-03 16:17:46

Cement Network Report: Operation Analysis and Prospect of Concrete Industry in the First Half of 2025

In the first half of 2025, the terminal capital was still tight, the physical workload of infrastructure construction was released slowly, the scale of real estate construction was further shrinking, the demand for concrete market continued to decline, the market price competition was fierce, and the focus of transaction was significantly lower. By the end of June, the National Concrete Price Index (CONCPI) closed at 97.21 points, down 10.6% from the beginning of the year.

2025-07-24 10:58:48

CEMPI

93.72

+0.37 +0.4%

CONCPI

86.60

0.00 0.00%

CLKPI

95.77

-0.36 -0.37%

SPPI

40.93

-0.14 -0.34%

MORPI

71.83

-0.02 -0.03%

Henan Province plans to continue to shut down kilns for 25 days! Previously, cement prices rose 5 and fell 5!

China Cement Network Market Data Center shows that this is the sixth round of Henan Cement since January this year. The previous five rounds of market adjustment cycle were relatively short, and prices rose and fell repeatedly.

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