Cement Weekly Report: Low Temperature and Spring Festival travel rush Affect East China Market's Overall Weak and Stable Operation in Low Season (1.26-1.30)

2026-01-30 17:17:24

Near the Spring Festival travel rush, coupled with the impact of low temperature, rain and other weather, most of the market sites have been shut down one after another, and demand has dropped significantly. However, under the effect of kiln shutdown and production reduction, the core clinker inventory in the Yangtze River Delta is generally not high, and the overall market cement quotation is mainly low and stable.

Near the Spring Festival travel rush, coupled with the impact of low temperature, rain and other weather, most of the market sites have been shut down one after another, and demand has dropped significantly. However, under the effect of kiln shutdown and production reduction, the core clinker inventory in the Yangtze River Delta is generally not high, and the overall market cement quotation is mainly low and stable.

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Correlation

Near the Spring Festival travel rush, coupled with the impact of low temperature, rain and other weather, most of the market sites have been shut down one after another, and demand has dropped significantly. However, under the effect of kiln shutdown and production reduction, the core clinker inventory in the Yangtze River Delta is generally not high, and the overall market cement quotation is mainly low and stable.

2026-01-30 17:17:24

Since the 18th, leading enterprises in Wuhan and eastern Hubei have notified an increase of 20 yuan/ton in cement prices, and the specific implementation remains to be further followed up and observed.