--- title: "Major project commencement boosts demand, cement companies seize the \"New Year Red\"" description: "With the commencement of major projects, the cement industry is experiencing a demand rebound. Leading companies such as CONCH CEMENT and BBMG are accelerating their resumption of work, showing a posi" type: "news" locale: "en" url: "https://longbridge.com/en/news/277109852.md" published_at: "2026-02-26T22:42:29.000Z" --- # Major project commencement boosts demand, cement companies seize the "New Year Red" > With the commencement of major projects, the cement industry is experiencing a demand rebound. Leading companies such as CONCH CEMENT and BBMG are accelerating their resumption of work, showing a positive trend. Analyst Li Kunming predicts that infrastructure investment will turn positive in 2026, improving cement demand; however, the rebound potential for cement prices throughout the year is limited, and the average price will continue to decline, keeping industry profits at a low level With major projects starting in many regions, the cement industry is welcoming the first warmth of 2026. From the Northeast region, where price increase signals have emerged first, to leading companies like CONCH CEMENT and BBMG mobilizing and accelerating their resumption of work, the cement industry is sprinting from the start, fully committed to running the "first leg" of the year well. "In terms of infrastructure, we anticipate that investment will turn positive in 2026, and cement demand will improve," said Li Kunming, an analyst at the China Cement Network Cement Big Data Research Institute. However, looking at the whole year, the rebound space for cement prices is expected to be limited, and the average price will still decline, with industry profits remaining at a low level. (Shanghai Securities Journal) ### Related Stocks - [600585.CN - ACC](https://longbridge.com/en/quote/600585.CN.md) - [00914.HK - CONCH CEMENT](https://longbridge.com/en/quote/00914.HK.md) - [601992.CN - BBMG](https://longbridge.com/en/quote/601992.CN.md) - [02009.HK - BBMG](https://longbridge.com/en/quote/02009.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 【财闻联播】大疆起诉美国联邦通信委员会!海螺水泥:控股股东拟斥资 7 亿至 14 亿元增持 | 大疆起诉美国联邦通信委员会,海螺水泥控股股东拟增持 7 亿至 14 亿元。央行将开展 6000 亿元 MLF 操作,期限为 1 年,以保持银行体系流动性充裕。 | [Link](https://longbridge.com/en/news/276732972.md) | | 摩根大通增持海螺水泥约 68.15 万股 每股均价约 25.16 港元 | 香港联交所最新资料显示,2 月 16 日,摩根大通增持海螺水泥 68.1452 万股,每股均价 25.1555 港元,总金额约为 1714.23 万港元。增持后最新持股数目约为 1.43 亿股,最新持股比例为 11.02%。 | [Link](https://longbridge.com/en/news/276726984.md) | | 海螺水泥控股股东海螺集团拟增持 7 亿元至 14 亿元公司 A 股股份 | 海螺水泥控股股东海螺集团计划在未来 6 个月内增持公司 A 股股份,增持金额在 7 亿元至 14 亿元之间。海螺集团目前持有公司 19.29 亿股 A 股,占总股本的 36.4%。此举基于对公司未来发展的信心和长期投资价值的认可。 | [Link](https://longbridge.com/en/news/276720090.md) | | 金隅集团 2024 年度第二期中期票据 3 月 4 日付息 | 观点网讯:2 月 26 日,北京金隅集团股份有限公司发布 2024 年度第二期中期票据 2026 年付息安排公告。债券简称 “24 金隅 MTN002”,代码 102480671,发行总额为 20 亿元,本计息期债项利率为 2.84%,付息 | [Link](https://longbridge.com/en/news/276971769.md) | | 海螺创业拟获海螺集团收购额外股权 | 海螺创业公告称,安徽海螺集团考虑收购其额外股份,完成后海螺集团将持有约 21% 已发行股本。该收购需政府批准,将在公开市场按市场价格进行。收购后,海螺集团将重构董事会,并将海螺创业视为其附属公司,财务业绩将并入海螺集团合并报表。 | [Link](https://longbridge.com/en/news/276868861.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.