Customs, in July 2026, China exported 2.01 million tons of cement and cement clinker , a year-on-year increase of 98.6%; from January to July, China exported 15.52 million tons, a year-on-year increase of 200.5%.
Looking back on the whole year of 2025, the total export of cement and clinker exceeded 11.71 million tons, an increase of 118% over the same period last year. In 2026, the export growth rate further accelerated, and the monthly export growth rate mostly remained above 100%, of which the growth rate reached 357.2% in January, 346.7% in March, and 98.6% in July was on the low side in the whole year.
From the perspective of export structure, the proportion of clinker exports has continued to rise to more than 70%, reflecting the strategic orientation of enterprises to give priority to clinker exports in order to reduce logistics costs and improve turnover efficiency.
From the perspective of export destinations, the export territory of domestic cement enterprises has covered dozens of countries and regions such as Nepal, Russia, Myanmar, Brunei, African countries and Central America, showing a pattern of "multi-point layout and full blossom". Among them, the African market has become an important growth pole by virtue of the acceleration of infrastructure investment and the advantage of cement price -the price of cement in many African countries ranges from 65 to 120 US dollars per ton, and in some areas it is as high as 150 to 180 US dollars per ton, forming a significant price difference with the domestic market.
From the enterprise level, Jinyu Jidong Cement, Huaxin Building Materials, Huarun Building Materials Technology, Tianrui Group, Tianshan Stock and other leading enterprises have accelerated the layout of overseas export channels. The industry expects that the export of cement and clinker will exceed 25 million tons in 2026. Under the background that the capacity utilization rate is less than 50% and the domestic market demand continues to weaken, export has become an important channel for many cement enterprises to digest inventory, share fixed costs and broaden development space.
In recent years, the export cases of head enterprises have emerged in endlessly. China Resources Building Materials Export to Africa, Jinyu Jidong Export to Africa + Russia, Tianrui Cement Export to Central America + Europe + Africa + Oceania, Tianshan Stock Export to Africa + Europe, Huaxin Export to Southeast Asia, Yufeng Cement Export to Brunei, High competition for cement exports to Nepal and other cases.
Of course, behind the lively picture of going to sea, the hidden worries can not be ignored. Firstly, the export shows obvious characteristics of "volume increase and price decrease"-according to the data of the General Administration of Customs, the average export price of cement has fallen by more than 10% year on year since 2026, and the average export price of clinker has also fallen by more than 11%, and the export profit margin has been significantly squeezed. Secondly, the surge in export volume is easy to touch the nerve of trade protection in destination countries. Historically, the European Union, Canada and South Korea have launched anti-dumping investigations against Chinese cement, and this risk is accumulating. Thirdly, even if the annual export reaches 25 million tons, accounting for only about 1.5% of the national cement output, it is still a drop in the bucket for the total cement production capacity of more than 3 billion tons.
浙公网安备33010802003254号