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May 27th, 2026
CCM Market Insight (May 2026)
From April to May 2026, strict environmental policies and the phase-out of traditional kilns tightened CCM supply, keeping prices high despite slow and disrupted new capacity. Low inventories supported firm prices, with qualified 90% CCM up ~200 RMB/ton and little bargaining room. Supply shortages will likely persist, keeping prices stable-high in the near term; new capacity may slow future hikes, but prices won't fall to last year's lows.
April 30th, 2026
CCM Market Insight (April 2026)
Tight environmental policies led to the shutdown of reflective kilns, halting new CCM production and cosuming inventories. Consequently, supply shortage and prices increase steadily from March to mid-April, increasing by 30–50 RMB/ton weekly. By late April, policies loosen, allowing some companies to resume production. Supply problem are expected to gradually ease in May, with prices likely stabilizing or seeing a slight decrease.
March 30th, 2026
CCM Market Insight (March 2026)
The market is currently characterized by "tight supply, rising prices, and weak demand". Production is constrained by kiln upgrades and environmental inspections, which are slowing supply recovery and keeping prices high. This situation is expected to persist over the next one to two months, with prices remaining at high levels.
November 25th, 2025
CCM Market Insight (November 2025)
Market impact of Kiln Upgrading Implement
October 31st, 2025
CCM Market Insight (October 2025)
Ore supply remains tight, with high-grade ore being particularly short-handed. Sourcing ore with special specifications has become more challenging.
September 30th, 2025
CCM Market Insight (September 2025)
We've got from local market that all the kiln upgrade measures that had been in the discussion stage previously will become a reality in October.
August 31st, 2025
CCM Market Insight (August 2025)
After the increase in raw materials and energy prices in early August, the market remained stable for the time being and no further price hikes occurred.
