中国材料：2026 年水泥行业展望电话会议核心要点-China Materials Takeaways from Cement 2026 Outlook Call

Flash | 19 Mar 2026 01:45:57 ET │ 9 pages China Materials Takeaways from Cement 2026 Outlook Call CITI'S TAKE 2026 earnings may improve modestly vs 2025, but potential upside remains limited: Mr Jiang estimates national cement demand likely reached ~1.62bt in 2026, down ~5% YoY. He believes sector profitability could improve slightly from 2025 levels, but the recovery would still likely be more of a low-base repair than a meaningful earnings rebound, unless either supply constraints tighten further or deman ...