2025年半年度水泥行业信用风险总结与展望

联合资信
Aug 08

2025 年上半年,水泥需求仍然乏力,供需失衡致使行业竞争加剧,水泥价格虽在3 月有所上升,但自4 月中下旬再次进入下行通道;受煤炭价格持续下行影响,一季度行业盈利有所恢复,行业水泥企业亏损数量有所减少。国家有关部门对水泥行业延续了“去产能”的结构性调整政策,持续加大错峰停产和产能置换力度、推行行业“反内卷”及“高质量”发展、具体落实水泥碳交易全市场建设等措施一定程度有利于行业供给侧改革落实,但...

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