2025年国内 水泥 需求持续疲软，产能利用率进一步下滑，价格震荡走低。展望2026年，预计政策托底作用有限，行业需求或进一步下探；供给端在严监管下产能出清速度加快，但过剩压力仍存；全年价格或延续低位震荡，若产能管控与企业自律显著增强，对价格修复有较大利好；水泥企业效益分化加剧，头部企业凭借规模与海外布局凸显韧性，整体偿债压力可控。中国水泥行业稳定弱化中诚信国际认为，未来12~18个月该行业总体...
Source Link2025年国内 水泥 需求持续疲软，产能利用率进一步下滑，价格震荡走低。展望2026年，预计政策托底作用有限，行业需求或进一步下探；供给端在严监管下产能出清速度加快，但过剩压力仍存；全年价格或延续低位震荡，若产能管控与企业自律显著增强，对价格修复有较大利好；水泥企业效益分化加剧，头部企业凭借规模与海外布局凸显韧性，整体偿债压力可控。中国水泥行业稳定弱化中诚信国际认为，未来12~18个月该行业总体...
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