A new high! Cement overcapacity rate of 40%, what kind of capacity consensus should the industry reach?

In 2022, the utilization rate of cement production capacity reached a record low. According to the statistics of China Cement Network, in 2021, the national cement production capacity exceeded 3.5 billion tons, the cement output was 2.36 billion tons, and the surplus rate reached 32.5%. In 2022, the demand dropped sharply, the cement output was 2.13 billion tons, the actual demand may be lower, but the production capacity has not been significantly reduced, and the production time of peak staggering has been increasing. According to the calculation , in 2022, the cement overcapacity rate will be 40%, reaching a new high level, and the problem of overcapacity will be further aggravated.

There is a view in the industry that although a series of measures have reduced part of the output of cement, the contradiction of overcapacity in the cement industry has not been fundamentally changed. Cement industry capacity has been pushed forward for many years, why is overcapacity still serious?    Zheng Jianhui, chief analyst of

China Cement Net Cement Big Data Research Institute, said: "It is reasonable for the industry to have a moderate surplus, but it is unreasonable for the surplus to exceed 25% or even 40% now."

Regarding a series of measures taken by the cement industry to cope with overcapacity in recent years, Zheng Jianhui said that compared with the rigid capacity reduction of the coal industry, the cement industry is flexible in production reduction. In this regard, Zheng Jianhui believes that industry self-discipline does not lie in flexible production, but in rigid production capacity. & nbsp; & nbsp;

This Thursday, Zheng Jianhui will elaborate in depth on what kind of capacity consensus the building materials industry should reach in the window period of solving the problem of overcapacity in the cement industry, and put forward three ways to deal with overcapacity in the online live broadcast of "Sharing Exchange · Weekly Talk on Building Materials".

In addition, Lin Jiayi, a commercial mixing analyst of China Cement Net · Cement Big Data Research Institute, and Wei Yu, a float glass analyst, will also conduct in-depth analysis on the recent market of the concrete industry and the float glass industry respectively in the live broadcast, and discuss the next market trend. & nbsp; & nbsp;

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