【冰与火之歌】2026年水泥市场生死局:需求“寒冰期”撞上“双碳”高压线,如何掘金“新基建”的夹缝?

大宗纵深
Dec 09

2025年岁末,国内水泥行业正站在一个极度矛盾的十字路口。需求侧,房地产投资增速的持续下行,让市场感受到刺骨的“寒冰期”;供给侧,国家“双碳”目标和超严格的能耗政策,则构筑了前所未有的“高压线”。2026年的水泥市场,绝不是简单的周期波动,而是一场由“结构转型”和“绿色革命”主导的生死局。谁能穿越地产周期的低谷,抓住“新基建”和“减碳增效”这把金钥匙,谁就能在万亿规模的存量市场中,重新定义价值。Ⅰ...

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