According to Zhitong Finance APP, most cement stocks rose. As of the time of publication, Dongwu Cement (00695) rose by 7.92% to HKD 4.77; West China Cement (02233) rose by 5.56% to HKD 2.85; China National Building Material (03323) rose by 3% to HKD 5.5; and Conch Cement (00914) rose by 0.62% to HKD 22.68.
On the news front, according to the China Cement Network Market Data Center, major clinker line enterprises in the Yangtze River Delta region began staggered production for 12 days starting September 5. This has alleviated the inventory pressure on manufacturers, and coupled with generally low prices, companies are experiencing significant losses and have a strong willingness to raise prices. To enhance profitability, some leading enterprises in the Yangtze River Delta region have begun notifying a price increase of HKD 30 per ton for cement and clinker starting from the 17th-18th, with other peers expected to follow suit in the next couple of days. Additionally, Taipai Group stated during institutional research that September marks the beginning of the traditional sales peak season, and recently, cement prices in the Pearl River Delta have started to rise.
CICC pointed out that the national cement shipment rate averaged 45.2% in August 2025, down from 48.8% in the same period last year. The cement production in August decreased by 6.2% year-on-year to 148 million tons, with weak cement demand continuing in the off-season. As of September 12, the average cement price from July to September 2025 was HKD 338 per ton (HKD 376 per ton in the third quarter of 2024). However, it has been observed that current cement prices have slightly rebounded from the low point in August, with the national average cement price in September at HKD 338 per ton, an increase of HKD 2 per ton month-on-month. It is estimated that the gross profit per ton for cement companies in September is HKD 58 per ton, an increase of HKD 3 per ton month-on-month. The outlook is optimistic for marginal improvements in industry demand as the peak season approaches and for price increases to drive a rebound in prices

600585

00914

02233

00695

03323

Most cement stocks rose, with Dongwu Cement up 7.92%, West China Cement up 5.56%, CNBM up 3%, and Conch Cement up 0.62%. Cement companies in the Yangtze River Delta region have begun to raise prices, and other companies are expected to follow suit. Institutions are optimistic about the improvement in industry demand during the peak season, with cement prices rebounding from the low point in August, averaging 338 yuan/ton in September, with a gross profit of 58 yuan/ton

Zhitong

CONCH CEMENT

WESTCHINACEMENT

DONGWU CEMENT

CNBM

Understanding the Market | Most Cement Stocks Rise as Multiple Regions Begin to Raise Prices, Institutions Optimistic About Marginal Improvement in Industry Demand During Peak Season