Cement Net Report: Comprehensive Review of Three Quarterly Reports of Listed Companies in Cement Industry in 2026

2026-11-11 11:01:36

In the first three quarters of 2026, the operating income of 19 listed companies contracted almost completely, and only Huaxin Building Materials achieved positive growth. From the point of view of net profit, there are only 7 profitable companies, 12 loss-making companies, and the overall benefit of enterprises has changed from profit to loss.

In the first three quarters

of 2026, affected by the continuous and deep adjustment of real estate and the insufficient physical workload of infrastructure construction, the demand for cement continued to decline, the contradiction between supply and demand was further aggravated, the focus of cement price continued to shift downward, and the national cement price index once hit a new low level in recent years. The total profit has changed from positive to negative. At the level of listed companies, the number of loss-making enterprises has increased in a large area, the profitability has contracted to a historical low, and the business differentiation of enterprises has obviously intensified.

At present, 19 listed companies have disclosed their third quarter results, including 4 in Hong Kong and 15 in Shanghai and Shenzhen.

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Correlation

Cement Net Report: Comprehensive Review of Three Quarterly Reports of Listed Companies in Cement Industry in 2026

2026-11-11 11:01:36

Cement Net Report: Comprehensive Review of the Interim Report of Listed Companies in the Cement Industry in the First Half of 2026

Zhongbao of listed companies is the most direct footnote of this round of adjustment. According to the statistics of Cement Big Data Research Institute, there are 21 listed cement companies in Shanghai, Shenzhen and Hong Kong, including 15 in Shanghai and Shenzhen and 6 in Hong Kong. Of the 21 companies, only one has achieved growth in business income, 8 have made profits and 13 have suffered losses. The "compass" of scale and profit is still turning, but the new structural division has been clear: the increment brought by going to sea and mergers and acquisitions, and the stock loss caused by the contraction of domestic demand, are pushing enterprises to two completely different performance tracks.

2026-09-17 11:03:19

Cement Net Report: Comprehensive Review of the Interim Report of Listed Companies in the Cement Industry in the First Half of 2025

In terms of revenue, 9 of the 22 listed companies achieved revenue growth and 13 declined. From the net return to the mother, 16 companies realized profits and 6 companies suffered losses.

2025-09-24 13:32:38

CEMPI

102.81

0 0%

CONCPI

87.05

+0.29 +0.33%

CLKPI

109.64

0.00 0.00%

SPPI

43.29

0.00 0.00%

MORPI

72.22

0.00 0.00%

Cement Net Data: Port Coal Price Statistics (11.06-11.12)

This is a statistical table of port coal prices, covering the mainstream ports in the Bohai Rim, East China, South China and other regions, covering the corresponding price changes of various types of coal with different calorific values, and the weekly prices of several groups of valid statistical samples show different adjustments. Among them, the weekly change value of the category with a high change range is 30, and the weekly change value of some other categories does not produce any value change, while the change value of the remaining valid statistical categories is distributed between these two categories.