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

Yatai Group released its annual report for 2025 on April 29, which showed that the company's annual operating income was 6.361 billion yuan, a year-on-year decline of 11.84%; the net profit attributable to the parent company was -2.040 billion yuan; the net profit deducted from the non-parent company was -2.153 billion yuan.