Jinyu Jidong: Predicting that the supply and demand relationship and prices of cement will improve next year.

Jinyu Jidong stated during institutional research on October 31 that overall, cement demand is expected to continue to decline in 2026. However, as the first year of the "15th Five-Year Plan," infrastructure investment may pre-arrange some major projects, and both traditional and new infrastructure, new urbanization, and urban renewal will support cement demand. The company predicts that next year, with the optimization of supply-side reduction and the strengthening of staggered production, supply and demand relationship and prices will improve. In the long run, as the national "anti-internecine" policy is implemented in the cement industry, cement prices are expected to be reasonably restored.