SunSirs: Building Materials Industries Bulk Commodity Intelligence (July 2, 2026)

Macroeconomics

1. [US Manufacturing PMI] Data from the Institute for Supply Management (ISM) shows that the US manufacturing PMI fell by 0.7 points to 53.3 in June. While this was below the expected 53.9, the figure remains near a four-year high. Driven by falling oil prices, the Prices Paid Index dropped sharply by 9.1 points to 73, marking the largest monthly decline since July 2022.

2. [US ADP Employment] US ADP employment rose by 98,000 in June—the smallest increase since March—falling short of the market expectation of 118,000.

3. [Eurozone CPI] Eurozone inflation cooled more than expected in June; headline CPI fell to 2.8% year-on-year, core CPI dropped to 2.4%, and services inflation eased from 3.5% to 3.2%. Following the data release, market bets on further interest rate hikes by the European Central Bank cooled significantly.

Building Materials

1. [Cement] On July 1, the Sichuan Cement Association issued a notice requiring effective implementation of staggered production for July 2026. The mandate stipulates that each clinker production line must suspend kiln operations for "18+X" days during the month.

2. [Paper] Shanying Paper (Zhejiang, Anhui, and Suzhou bases): Effective July 1, 2026, prices for "Silver Fir" and "Redwood" grades will increase by 50 RMB/ton; effective July 6, prices for T-grade paper and corrugating medium will increase by 50 RMB/ton.

Nine Dragons Paper (Tianjin and Hebei bases): Effective July 3, 2026, the price of corrugating medium will increase by RMB 50/ton.

Nine Dragons Paper (Hubei base): Effective July 3, 2026, the price of "Dilong" premium V-grade kraft linerboard will increase by RMB 50/ton.

3. [Wastepaper] On July 1, 2026, Nine Dragons Paper (Quanzhou, Fujian) raised its wastepaper procurement price by 20 RMB/ton, bringing the adjusted delivered-to-factory price to 1,940 RMB/ton.

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