First quarter performance of 15 cement companies! Huaxin Building Materials Becomes the Only Double Growth Enterprise

Recently, cement listed companies have disclosed their first quarter results.

According to the statistical data, only 3 of the 15 enterprises achieved a year-on-year increase in revenue, while 12 enterprises achieved a year-on-year decline in revenue; In terms of

net profit, six enterprises have improved year-on-year, but only one of Huaxin Building Materials has made a profit and its net profit has increased year-on-year. At the same time, Huaxin Building Materials is the only one of the 15 enterprises whose revenue and net profit have both increased year-on-year.

Cement Big Data Research Institute said that in the first quarter of 2026, due to the backward Glutinous Rice Balls for Lantern Festival of the Spring Festival, insufficient funds and rainy weather, the downstream construction rhythm was slow, the terminal consumption was weak, and the cement production declined greatly. Under the influence of low demand, the market competition is more intense, the inventory pressure of enterprises increases, and the price of cement fluctuates lower. Volume and price fall, coupled with high coal prices and increased cost of kiln shutdown, the whole industry is expected to fall into a loss state.

Looking forward to the second quarter, although with the improvement of downstream construction margin and the acceleration of physical workload, at the same time, the southern region has begun to enter the rainy season, coupled with the arrival of the busy farming season, which will restrict the recovery of consumption, the overall demand will still be less than same period, the pressure of cement price increase under the pressure of supply enlargement is greater, and the industry profit is expected to run at a low level.