Recently, cement listed companies have disclosed their first quarter results.
According to statistics, a total of six cement enterprises achieved net profit in the first quarter, with Conch Cement , Huaxin Building Materials and Tapai Group ranking the top three in terms of net profit scale. The net profit of another seven enterprises has improved year on year, of which only Huaxin Building Materials has made a profit and its net profit has increased year on year, and it is also the only cement listed company in the industry 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 be in a loss state.
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