Yushui: Cement demand is expected to improve slightly in the fourth quarter compared with the third quarter

2025-11-12 13:30:27

On November 12, Yu Shui, executive director, general manager and secretary of the board of directors of Conch Cement, said that in the first three quarters of 2025, affected by the deep decline in real estate investment and the sustained slowdown in infrastructure investment, the demand for cement continued to decline, the contradiction between supply and demand further increased, the market competition intensified, and the overall price of cement fluctuated lower, but thanks to the decline in coal costs, industry profits were significantly restored.

On November 12, Yu Shui, Executive Director, General Manager and Secretary of the Board of Directors of Conch Cement, said that in the first three quarters of 2025, affected by the deep decline in real estate investment and the sustained slowdown in infrastructure investment, cement demand continued to decline, the contradiction between supply and demand further increased, and market competition intensified. Cement prices fluctuated lower as a whole, but thanks to the decline in coal costs, industry profits were significantly restored.

In the fourth quarter, the demand for cement is expected to improve slightly compared with the third quarter, but it will continue to decline year-on-year. With the recent rise in coal prices, the benefits will still face greater pressure.

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On November 12, Yu Shui, executive director, general manager and secretary of the board of directors of Conch Cement, said that in the first three quarters of 2025, affected by the deep decline in real estate investment and the sustained slowdown in infrastructure investment, the demand for cement continued to decline, the contradiction between supply and demand further increased, the market competition intensified, and the overall price of cement fluctuated lower, but thanks to the decline in coal costs, industry profits were significantly restored.

2025-11-12 13:30:27

According to the big data of China Cement Network, on October 21, the Northwest Cement Price Index rose 10.58 points from the previous trading day, closing at 356.99 points, or 3.05%, ranking first among the top ten regions in the country, the biggest one-day increase in the past year. On that day, the price index of the Yangtze River and East China rose by 0.23% and 0.20% respectively, while the national index rose by only 0.17%, and the Northwest Heat took the lead.