8.2 Cement Morning Post: output and profit rate of cement in 2025; analysis of cement market in the first half of 2025; "paying the bill" along the Yangtze River to supplement production capacity in A

1. Cement network video: In 2025, the cement output may drop to about 1.7 billion tons, and the profit margin is only 2% ~ 3%

. Weak cement demand and low prices in the second half of the year will continue to put pressure on industry profits, resulting in a full-year profit margin of only 2% -3% in 2025. This shows that the cement industry is facing a decline in production and low profits in 2025, and the development of the industry is facing greater pressure.

3. Anhui supplements production capacity to "pay the bill" along the Yangtze River! Ccement. Com/Price _ list -1-s0-e0-p0-c0-k100059-b0. Anhui has a high clinker productivity utilization rate and a large output of excess production. Along the Yangtze River, Jiangsu, Zhejiang, Shanghai, Anhui and Hubei, only Anhui has the production capacity of other provinces. At present, the cement production in the market along the Yangtze River is declining, the price is declining and the situation is grim, and the basis of mutual trust among enterprises is poor. Anhui's supplementary production capacity needs to be digested by the market along the Yangtze River, but the market demand along the Yangtze River is declining and the contradiction between supply and demand is intensifying, which will aggravate the contradiction, reduce mutual trust, endanger the stability of the industry and possibly destroy the balance of the cement market.

6 . Weekly report of cement website: Northeast China Cement pushed another 30 yuan/ton, Liaoning enterprises landed first, Heiji wait-and-see (7.28-8). One reason for the increase is that the implementation of the early push is poor, and the actual transaction price is lower than listing price; the other reason is that the off-peak production starts, the enterprise opens the kiln for only 10 days a month, and the contraction of the supply side is expected to strengthen. Affected by the rainfall, the market demand is light, and the implementation of the push needs to be further tracked. At present, Liaoning's implementation progress is relatively advanced, and the actual implementation of Heilongjiang and Jilin provinces is still under observation.

7 . Weekly Report of Cement Network: In the off-season of demand, the price of cement in the central and southern markets is difficult to rise at a low level (7.28-8.1)

7.28-8. The demand for rainwater in Guangdong is weak, but the price is stable at a low level. There is no improvement in demand and high inventory in Guangxi, so it is difficult for enterprises to raise prices. 8、 Weekly Report of Cement Net: The overall quotation of East China market is low, weak and stable (7.28-8). Typhoon "Bamboo Grass" causes heavy rainfall in many places in East China, and the demand weakens. Jiangsu has a lot of rain and the price is reduced due to the influence of the surrounding areas; Zhejiang has a weak demand due to the influence of typhoon and high temperature, and some enterprises reduce the price in disguised form; Anhui has a weak demand and the price is weak; Fujian has a weak demand due to heavy rainfall, but the kiln is stopped to control the supply, and the quotation is temporarily stable; Jiangxi has a weak operation, and some enterprises reduce the price; Shandong has a decline in demand, and the downward pressure on the price may continue.

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