BBMG Group: The cement market price is expected to rise reasonably in the second half of the year

Recently, some investors want to ask Jinyu Group, what is the company's outlook for the demand and price of cement industry in 2026?

Jinyu Group said that in the first half of 2026, the real estate market was still in the stage of deep adjustment, the growth rate of superimposed fixed assets investment and infrastructure investment continued to decline, and the demand for cement declined more than same period last year.

In the second half of the year, with the continuous implementation of the steady growth policy, the demand for a smooth start of the "15th Five-Year Plan" and the acceleration of investment in major projects such as the "Six Nets" will, to a certain extent, hedge the decline in demand brought about by the slowdown in investment in real estate and traditional infrastructure, and it is expected that the decline in cement demand in the second half of the year will be narrowed. Due to the marginal improvement of demand and the strengthening of supply constraints, market prices are expected to achieve a reasonable rebound.