of 2026, China exported 8.85 million tons of cement and clinker , a sharp increase of 289.7% over the same period last year, and completed 75.6% of the total last year. At a time when domestic production hit a 15-year low, exports have become a bright direction for cement companies. Huaxin Building Materials, Jinyu Jidong, Huarun, Tianrui and other leading enterprises have laid out overseas, covering Nepal, Russia, Africa, Central America and other countries and regions.
But there are three hidden worries behind these data.
First, the risk of trade friction. The growth rate of clinker export is as high as 1392%, which is very eye-catching in trade statistics, and anti-dumping investigation may be triggered at any time.
Second, export prices continue to fall. In the first four months of this year, the average export price of cement was US $45.26, down 12.5% year-on-year; the average export price of clinker was US $33.37, down 11.3%. After deducting the expenses, the actual profits of enterprises are hard to say.
Third, exports cannot replace domestic demand. Even if the annual export exceeds 25 million tons, it only accounts for about 1.5% of the national annual output, which is a drop in the bucket for the industry with cement production capacity exceeding 3.5 billion tons. Inland enterprises are almost out of touch with exports.
浙公网安备33010802003254号