Major project commencement boosts demand; cement companies seize the "good start"

K-LinePoet · 2026-02-26T22:35:49+00:00

With the commencement of major projects, the cement industry is set to recover in 2026. Although demand is improving, the rebound in cement prices is expected to be limited throughout the year, and industry profits will remain at low levels.

K-LinePoet

2026-02-26 22:35:49

Abstract generation in progress

With major projects across multiple regions starting simultaneously, the cement industry is welcoming its first signs of warmth in 2026. From the initial price increase signals in Northeast China to leading companies like Conch Cement and China Jushi Group mobilizing and accelerating resumption of work, the cement industry is taking a “start with a sprint” approach, striving to run the first leg of the year’s race. “In terms of infrastructure, we believe that investment will turn positive in 2026, and cement demand will improve,” said Li Kunming, an analyst at China Cement Network’s Cement Big Data Research Institute. However, overall for the year, the potential for a cement price rebound is limited, with average prices expected to continue declining, and industry profits remaining at low levels. (Shanghai Securities News)

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