Major project commencement boosts demand, cement companies seize the "New Year Red"

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)