Famous experts and experts gathered to express their views from different perspectives. China Cement Network has set up a column entitled "Talking about the Cold and Warm of Cement", interviewing many enterprise leaders and industry experts in the cement industry, which is Xizang experts in the industry. Since the beginning of
this year, the situation of the national cement industry has been extremely grim, with "price wars" raging in most provinces, and the losses of enterprises in the region have continued to expand. However, under such circumstances, the Xizang region has maintained a relatively stable development trend. Experts in
the industry said that the number of days of off-peak shutdown in Xizang areas this year was about 165 days, less than previously planned off-peak days. Because people were generally pessimistic about this year's situation a year ago, but in 2023, the scale of major infrastructure investment in Xizang Autonomous increased substantially, which played a more obvious role in stimulating the demand for cement. Since May, the demand for cement in Xizang has been relatively strong. It is estimated that the annual cement output in the Xizang area will be around 11 million tons in 2023.
"Staggered production is to maintain a dynamic balance between supply and demand." In the view of the expert, the overcapacity rate in the Xizang area is more than 50%, and the degree of overcapacity is more serious, so any form of new construction must be prohibited in the region.
According to the analysis of Cement Data Research Institute, since the 13th Five-Year Plan, the production capacity of cement clinker in Xizang Autonomous has increased greatly, and the supply and demand structure has changed fundamentally. At present, the government has strict control over the release of new capacity and existing capacity, and the development focus of Xizang cement industry in the future will shift from "increment" to "quality improvement", and there is room for optimization in energy saving, carbon reduction and energy efficiency improvement.
Generally speaking, there are still many traditional infrastructure projects in the medium and long term Xizang Autonomous, which are supported by the demand side, and the cement market depends on the release of production capacity. According to the peak staggering plan in the past two years, under the strict implementation, the cement industry in the Xizang can basically maintain a tight balance, and it is expected that the overall cement price will remain relatively high.
Although the situation in the Xizang region is relatively stable, in the face of the grim and complicated situation throughout the country, the expert also expressed his view: "It is because the leading enterprises do not have a sense of the overall situation."
The expert believes that as far as the whole industry is concerned, a leading enterprise does perform well, but its practice of "only talking about share, not making mistakes in peak" has a greater negative impact, which makes the national cement industry "howl". "It does not bring the well-being of the industry, but is only a tool to make money.". But the industry is not good, and the money that enterprises can make is actually declining sharply.
The expert said that under the background of many challenges facing the macroeconomic situation, cement enterprises should have a better overall concept, do better in tax, employment and social stability , and jointly promote the high-quality development of the cement industry.
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