In 2026, as the key year for the beginning of the 15th Five-Year Plan, macroeconomic trends and industry development opportunities have attracted much attention. What will be the overall trend of the macro economy in 2026? What far-reaching impact will this trend have on the demand release and development pattern of the cement industry? In response to these core issues, China Cement Network invited Zhang Liqun, a researcher in the Department of Macroeconomic Research of the Development Research Center of the State Council, to conduct an in-depth interpretation.
Zhang Liqun said that in 2026, macroeconomic counter-cyclical and cross-cyclical adjustment policies are expected to continue to work, and the comprehensive effect of expanding domestic demand will become increasingly prominent. The government's investment in the field of public goods will continue to increase, and key tasks such as "dual" projects and urban renewal will be steadily promoted, which will become the core support for steady growth. Driven by this series of policies, the problem of insufficient demand will continue to be solved, and China's economy will show a sustained upward trend of development, and strive to enter a new growth cycle.
For the cement industry, Zhang Liqun believes that the development opportunities brought by the policy dividend are particularly clear. As a cyclical industry highly bound to investment demand, the repair of cement demand will first rely on government-led infrastructure projects. The accelerated construction of various infrastructure projects has directly stimulated the demand for cement, and the cement industry needs to focus on the pace of project landing and promotion.
In addition, with the continuous strengthening of the policy effect of expanding domestic demand, it is expected that the start-up situation of enterprises will gradually improve, the employment market will steadily recover, and the income of residents will also increase. This series of positive changes will continue to repair market expectations, after a period of accumulation, the real estate market is expected to gradually recover, the recovery of the real estate industry will bring new demand growth for cement demand.
Generally speaking, under the background of economic recovery, the cement industry should seize the policy opportunities, keep a close eye on project construction and market changes, conform to the development trend of the industry, and strive to achieve its own high-quality development.
On April 9-10, China Cement Network will hold the 15th China Cement Industry Summit and TOP100 Award Ceremony in Hangzhou. At the same time, the " Cement Economy Fifty People Forum (C50) " was held. The Summit will build a platform for the docking of supply and demand and the collision of ideas, explore the path of green transformation and intelligent upgrading from the dimensions of macroeconomic insight, industrial chain synergy and technological innovation breakthroughs, plan a layout for the "15th Five-Year Plan" green development of the industry, and work together to create a new chapter of high-quality development! At that time, Zhang Liqun, a researcher in the Department of Macroeconomic Research of the Development Research Center of the State Council, will be invited to attend the 15th China Cement Industry Summit and TOP100 Award Ceremony. He also made a keynote report on the theme of " Analysis of the Current Macroeconomic Situation and Interpretation of the Spirit of the Two Sessions".
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