1. Cement Network Report: Analysis Report
on Cement Market Operation in the First Quarter of 2026 "Analysis Report on Cement Market Operation in the First Quarter of 2026" shows that in the first quarter, affected by holidays, funds, weather and other factors, the demand for cement was weak and the output decreased significantly. Capacity utilization rate dropped to a new low, prices fluctuated downward, imports were low and exports increased sharply. Due to the high price of coal and the increasing cost of stopping kilns, the industry is afraid of losing money. Looking forward to the second quarter, the problem of infrastructure funds may be alleviated, and the demand is expected to improve, but the drag of real estate is still large, and the rainy season and busy farming affect construction. At the same time, supply pressure is increasing, prices are rising fatigue, and industry profits are expected to run at a low level.
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