Cement Net Weekly Report: The cement market in North China is weak, and the effect of pushing up is limited. The transaction is light (3.9-3.13)

2026-03-13 15:26:40

According to the China Cement Network Market Data Center news, the Beijing-Tianjin-Hebei cement market price increases are implemented differently, the pattern of price without market continues, and the notice of Chifeng in Inner Mongolia pushes up 40 yuan/ton.

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Correlation

Cement Network Weekly Report: Cement Prices in North China Are Pushed Up, Clinker Increase and Demand Recovery Are Driven by Both (3.23-3.27)

According to China Cement Network Market Data Center, since March 26, leading cement enterprises in Beijing, Tianjin, Tangshan and surrounding areas have notified an increase in cement prices by 40 yuan/ton, and the implementation remains to be observed. The implementation of pushing up in Taiyuan area of Shanxi is not good.

2026-03-27 15:05:58

Cement Net Weekly Report: The cement market in North China is weak, and the effect of pushing up is limited. The transaction is light (3.9-3.13)

2026-03-13 15:26:40

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%

The Impact of AI Bubble on the Real Estate and Cement Industry in the United States and China

The AI bubble in the United States is at a high level of volatility, and there is a risk that it will soon burst. The leading semiconductor companies in South Korea and Taiwan, China, have pulled back sharply. The bursting of the bubble is obviously bad for the real estate in the United States, which will bring about the adjustment of housing prices and construction demand; for the real estate in China, which is already at the bottom, it will open up the space for policy easing and bring structural repair opportunities. In the cement industry, China should seize the weak recovery window of real estate to promote joint restructuring and improve the profitability of the industry; overseas investment should not blindly build new projects to avoid the impact of global demand caused by the bursting of the AI bubble, and wait patiently for the bubble to clear and the real application scenarios of AI to erupt before choosing.