Core Viewpoint - The Chinese cement industry is experiencing a decline in production, with significant year-on-year decreases reported for September 2025 and the cumulative production for the first nine months of 2025 [1]. Industry Summary - In September 2025, China's cement production was 150 million tons, representing a year-on-year decrease of 8.6% [1]. - From January to September 2025, the cumulative cement production in China reached 1.26 billion tons, showing a cumulative decline of 5.2% [1]. - The data indicates a downward trend in the cement industry, which may impact related companies and investment opportunities [1]. Company Summary - Listed companies in the cement sector include Qingsong Jianhua (600425), Jinyu Group (601992), Sichuan Jinding (600678), Fujian Cement (600802), Shangfeng Cement (000672), Qilian Mountain (600720), Jidong Cement (000401), Huaxin Cement (600801), Tianshan Co. (000877), and Conch Cement (600585) [1]. - These companies may face challenges due to the overall decline in cement production, which could affect their financial performance and market positioning [1]. Report Reference - The insights are derived from the "2026-2032 China Cement Industry Market Operation Pattern and Development Strategy Analysis Report" published by Zhiyan Consulting, a leading industry consulting firm in China [1].
2025年1-9月中国水泥产量为12.6亿吨 累计下降5.2%
Chan Ye Xin Xi Wang·2025-11-21 03:35