en.Wedoany.com Report on Mar 26th, In its 2025 annual report, Conch Cement released its business outlook for 2026, proposing an annual target of 260 million tons for self-produced cement and clinker sales. It is expected that the cost and expenses per ton of product will remain relatively stable. The company stated that 2026 marks the beginning of China's 15th Five-Year Plan period. China will continue to implement proactive fiscal policies to support major strategic projects. Key infrastructure projects are expected to accelerate, and urban renewal and old housing renovation projects will continue to advance, which is anticipated to provide core support for cement industry demand. Meanwhile, at the policy level, China will continue to strengthen industry regulation, intensify efforts to address "involution-style" competition, and promote the exit of inefficient production capacity.
In terms of operational management, Conch Cement will deepen market efforts to improve quality and efficiency, optimize the management of key costs such as fuel and power, continuously enhance the refined operation level of production lines, and reduce coal and electricity consumption indicators. The company will systematically carry out carbon reduction and efficiency enhancement management, increase the proportion of alternative fuel usage, proactively engage in the trading of nationally certified voluntary emission reductions, and strive to convert carbon assets into carbon revenue. In 2026, the company plans capital expenditures of 11.82 billion yuan, mainly from its own funds, primarily used for the development of core business projects, extension of upstream and downstream industry chains, energy-saving and environmental protection technical upgrades, and the cultivation of new quality productive forces.
In terms of investment and development, Conch Cement will adhere to the concept of effective investment, seeking merger and acquisition opportunities in advantageous and untapped domestic markets in China, while also exploring target overseas markets. The company will also extend its industry chain in depth, steadily expand high-quality aggregate and ready-mix concrete capacity, cultivate the consumer building materials industry, and build itself into a "one-stop" comprehensive building materials service solution provider. In response to risks faced by the cement industry such as demand fluctuations, intensified competition, and environmental policy pressures, Conch Cement will closely monitor macroeconomic changes, strengthen analysis of market supply and demand trends, strictly implement industry self-discipline, orderly promote ultra-low emission and energy-saving/carbon-reduction upgrades, accelerate the R&D and application of green and low-carbon technologies, optimize carbon asset management, and drive the green and low-carbon transformation of the cement industry.
