（来源：水泥网APP） 近期，随着多地市场需求出现温和回升，同时水泥企业持续进行错峰停窑，再加上当前水泥价格长期处于低位水平， 使得水泥企业的经营压力显著增大。为改善盈利状况，水泥企业积极推涨水泥价格。 浙江 近期浙江地区市场需求缓慢恢复，企业出货量稍有好转，加之前期价格推涨已普遍跌回涨前水平，价格低位运行，企 业经营压力较大。为提升盈利，10月15日起省内一些主导企业对浙北杭嘉湖绍等再次通知上调各品种水泥价格30元/ 吨，落实尚待观察。 此外，据悉浙中南及沿海市场价格较9月推涨20元/吨后，实际成交普遍暗中走低，主流幅度在10元/吨左右。 江苏 10月后江苏地区高温天气渐退，工地施工进度较前期有所加快，终端需求呈现向好趋势，加之企业经营压力较大，涨 价意愿强烈。10月15日起省内部分主导企业对苏锡常等地再次通知上调全品种水泥价格30元/吨左右，其余企业尚在 观望。 受此带动，预计短期内省内周边其余市场也将陆续跟进通知上调，整体落实情况尚待跟踪。 广西 据市场反馈，广西地区市场需求略有回暖，加之持续错峰停窑，部分企业库存压力有所缓解。为提升盈利，10月13日 起省内部分主导企业通知上调水泥价格30元/吨，其余 ...

Industry Overview - Starting from August 15, cement companies in Wuhan and the eastern Hubei region will increase prices by 30 yuan per ton due to improved market supply-demand dynamics and low current prices [1] - The majority of regional cement prices have reached or fallen below cost lines, with rising coal prices further increasing operational pressures on companies [1] - Companies in the Yangtze River Delta, Hubei, Hunan, and Sichuan-Chongqing regions are actively discussing staggered production plans to alleviate operational pressures, which may lead to a recovery in cement prices [1] Demand Forecast - The establishment of the Xinjiang-Tibet Railway Company on August 7, 2025, is expected to drive significant cement demand, with an estimated requirement of approximately 3,960 million tons over the construction period [1] - Assuming an average annual demand of 495 million tons over eight years, the demand elasticity for cement in Xinjiang and Tibet is projected to be 2.5% and 28.5%, respectively, based on 2024 production estimates [1] Company Insights - Companies such as Conch Cement, Shangfeng Cement, and Huaxin Cement are noted for their cost advantages in the current market environment [2]