Cement Net Report: Analysis of Cement Market Operation in the First Half of 2025 and Future Market Outlook

2025-08-01 15:27:08

Looking forward to the second half of 2025, we believe that the demand for cement will improve slightly compared with the first half of the year, but the supply side lacks strong binding force, and the repair of cement prices is expected to be limited. Throughout the year, cement demand will face greater downward pressure, and the benefits of the industry will further shrink.

In the first half of

2025, affected by the continuous bottoming of real estate investment and the slowdown of infrastructure investment, the demand for cement continued to decline, and the contradiction between supply and demand was further intensified. In addition, the market competition was still fierce, and the overall price of cement fluctuated downward. Looking forward to the second half of 2025, we believe that the demand for cement will improve slightly compared with the first half of the year, but the supply side lacks strong binding force, and the repair of cement prices is expected to be limited. Throughout the year, cement demand will face greater downward pressure, and the benefits of the industry will further shrink.

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Correlation

Cement Net Report: Operation Analysis of Cement Market in the First Three Quarters of 2025 and Outlook for the Fourth Quarter

Looking forward to the fourth quarter, we believe that cement demand has improved slightly compared with the third quarter, but the year-on-year decline continues to expand, and it is expected that there will be limited room for cement prices to rise. Throughout the year, cement demand will face greater downward pressure, but the benefits of the industry will be restored to a certain extent.

2025-11-03 09:10:43

Cement Net Report: Analysis of Cement Market Operation in the First Half of 2025 and Future Market Outlook

2025-08-01 15:27:08

CEMPI

102.01

+1.6 +1.59%

CONCPI

86.65

-0.03 -0.03%

CLKPI

105.00

+2.12 +2.06%

SPPI

41.98

+0.35 +0.84%

MORPI

71.83

0.00 0.00%

Jiangxi Provincial Department of Industry and Information Technology: Implementation Rules for Abolishing Capacity Replacement of Cement and Glass Industry in Jiangxi Province

On October 13, the Office of Industry and Information Technology of Jiangxi Province announced that due to the revision of the policy of capacity replacement in the cement and glass industry by the Ministry of Industry and Information Technology, the Office of Industry and Information Technology of Jiangxi Province decided to abolish the Rules for the Implementation of Capacity Replacement in the Cement and Glass Industry of Jiangxi Province (Gongxin Regulation No.2024) from the date of issuance of the notice, and to abolish the "Rules for the Implementation of Capacity Replacement in the Cement and Glass Industry of Jiangxi Province". The capacity replacement of cement and glass industry in the whole province will be handled in accordance with the relevant policies of the Ministry of Industry and Information Technology in the future.