At present, the concrete industry is in a deep winter, many listed companies are collectively in a loss, and even the industry leader is difficult to resist downward pressure. The western construction of leading
concrete enterprises suffered a substantial loss in 2025, with a decline in revenue and a net profit loss of 225 million yuan in the first quarter of 2026. At the same time, many enterprises such as Sifang New Material, Hainan Ruize and Yunnan Construction and Investment Concrete have suffered large losses in 2025. The industry dilemma is rooted in the continuing downturn of real estate, insufficient continuation of infrastructure projects, sharp shrinkage of terminal demand, excess supply in the superimposed market, serious low price involution in the industry, and the average price of concrete falling below the lowest level in the past ten years. Under the background of weak demand and continuous price war, small and medium-sized manufacturers have accelerated their liquidation, and the deep shuffling of the industry is inevitable.
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