Recently, Tianshan shares said in an exchange with investors that in the first half of 2026, the cumulative cement output in China was 736 million tons, down 8% from the same period last year, and the output was the lowest in the same period in recent years.
Looking forward to the second half of the year, with the continuous implementation of the steady growth policy, in order to ensure the smooth start of the 15th Five-Year Plan, fiscal investment is expected to increase, and demand in the second half of the year is expected to be slightly warmer than in the first half of the year.
In addition, cement prices in some regions in China have stopped falling and stabilized recently, and it is expected that cement prices will fluctuate and rebound in the fourth quarter as a whole.
Mainly affected by the following factors: First, seasonal demand improvement, the fourth quarter for the traditional construction season, part of the "15th Five-Year" project started, the fourth quarter demand is expected to improve compared with the third quarter; Second, supply constraints have been strengthened, North China, Chongqing and other regions have entered the winter staggered peak period, superimposed capacity management and other policies have been accelerated, and supply contraction has helped to support prices.
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