4.25 Cement Morning Post: Guo Wensan rewrites cement territory; peak sales of cement in 2025; upsurge of domestic cement going to sea

2026-04-25 07:02:22

What is happening in the cement industry?

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2. Jianfeng Group: Sales of cement in 2025 527.In 2025, the national demand for cement declined, the price was "high before and low after, and the bottom fluctuated". The company's total assets and net assets have increased, while its revenue has decreased, but its net profit has increased substantially. In the building materials business segment, the cement market demand declined, and the Company achieved cement sales volume 527. The subordinate cement enterprises implemented benchmarking management and other measures to reduce costs and increase efficiency, and each enterprise had targeted technological transformation and adjustment strategies. In addition, the company promotes production line projects, creates new growth points, and extends to the upstream and downstream industrial chain.

3. production lines have been put into operation overseas, with production capacity exceeding 1. Emerging markets have large demand and considerable profits, attracting enterprises to lay out. The internationalization experience of European and American giants shows that this is a long-term strategy, and the integration ability is more critical. However, facing the risks of capacity accumulation and transnational integration, Chinese cement enterprises need to explore and solve many problems in competition and write global answers in the future.

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5. 131.6.

7 . Weekly report of cement website: cement prices in the Yangtze River Delta market in East China were weak and stable after falling as a whole (4.20-4). Affected by rainy weather, demand was light, inventory pressure was high, and prices in most markets were loose and low. Prices in some areas of Jiangsu are declining, and there may be downward pressure in central Jiangsu; prices in Zhejiang generally fall back to the level before March, and the subsequent decline may be clear; prices in large areas of Anhui are weak and stable after falling, and the subsequent decline may continue; prices in Fujian show a downward trend; prices in Jiangxi return to a low level; The quotation of leading enterprises in Shandong is stable after rising, but whether the price can be stable after the end of the kiln shutdown remains to be seen, and the overall follow-up market is likely to be "weak in both volume and price".

8. Hongshi Cement Co., Ltd. sold 1500t/d production capacity to Hezhang County Cement Plant Co., Ltd. to supplement production capacity, with a replacement ratio of 1.

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