Galaxy Securities: It is expected that demand is expected to gradually increase in the mid to late August, and cement prices are expected to stop falling and rise.

date
14/08/2025
Galaxy Securities' research report stated that in July, which is the off-season in terms of seasonal demand, downstream construction was affected by high temperatures and rainfall, leading to a reduction in national cement demand. The national clinker kiln stoppage rate has increased slightly, but clinker inventory continues to grow, resulting in a significant imbalance between supply and demand in the industry, causing cement prices to decline. Looking ahead, it is expected that demand will gradually increase in the latter half of August, and cement prices are expected to stop falling and begin to rise again.