Cement Cold and Warm Big Brother Talks | Gao Dengbang: Cement Industry's Capacity Reduction Is Imminent and Has a Long Way to Go

Ma Zhifeng said that the cement industry has been overcapacity for a long time, and off-peak production is the only feasible way for the cement industry to explore for many years. If the off-peak production policy can not be effectively implemented, many enterprises will not survive.

2024-01-25 10:37:28

Through policy support and administrative coordination, we will support 1 to 3 large enterprises of 10 million tons in each province, guide other enterprises to share the market and benefits according to their generating capacity, and then eliminate 1/3 of the production capacity by the large enterprises in a unified and balanced manner, so as to reduce the losses of the eliminated enterprises.

2024-01-24 09:36:27

Zhang Baogui said that the reason why the cement industry in Tibet can still develop well at present is that Tibet can strictly implement the development plan of the cement industry, strictly control the total production capacity of cement clinker, avoid blind expansion, and prevent Tibet from going to the road of serious overcapacity in the region.

2024-01-23 15:01:20

The price of Yueyang Cement in Hunan and Chengdu-Deyang-Mianyang Cement in Sichuan has dropped; recognizing the situation is the first barrier for Henan Cement in the new year; 28 production lines will be put into production in 2024.

2024-01-19 13:11:00

The person in charge: "Large enterprises also have to survive, stop too many kilns, the loss is too great, large enterprises can not stand, has been unable to retreat, continue to go on like this, the market environment in 2024 will only be worse.". The person in charge also pointed out that the downward trend of cement demand is inevitable, and it is impossible to return to the past in the future. Overcapacity will only become more and more serious, which is the basic aspect of the current cement industry.

2024-01-19 09:18:51

Talking about the situation of Henan cement market in 2024, Wang Aizhen said that due to the drag of real estate, the contradiction between supply and demand is likely to further intensify in the new year, and the price competition among enterprises may be unavoidable. If the industry can not reach a consensus on steady growth, the Henan cement market will remain difficult in the new year, and the loss may be more serious.

2024-01-16 20:10:05

The survival of the fittest and the elimination of uncompetitive production capacity by market competition.

2024-01-16 14:24:36

Although the industry has created brilliance during the ten years of capacity removal, it has not really solved the problem of overcapacity in the end.

2024-01-15 11:05:10

In the long run, Zhang Zhenkun believes that the cement industry will be in a difficult period in the next ten years, and the demand for cement will drop from 2.04 billion tons to 1.4 billion tons or even less in ten years.

2024-01-12 09:27:58

It is precisely because the industry once "indulged" in high investment stimulated by high profits that it can be said that it has lost a good opportunity to resolve the serious overcapacity.

2024-01-11 14:26:07

Yang Dan believes that the fundamental reason for capacity removal is not "rational capacity removal", but "rigid capacity removal".

2024-01-10 13:53:30

Staggered peak production of cement, only reduce the output, not reduce production capacity.

2024-01-08 15:12:46

How should cement enterprises deal with this industry situation or continue to continue in 2024?

2024-01-08 09:27:17

Through fierce market competition, most enterprises will realize the importance of "rational capacity removal" to the industry and jointly promote "rational capacity removal".

2024-01-04 10:35:09

Bright Future of Cement Industry in 2024; Tu Shunzu: There Is No Winner in "Price War"

2024-01-03 14:09:40

Bo Kegang, chairman of Sichuan Cement Association and President of Southwest Cement, was invited to discuss the current development dilemma faced by the cement industry. Bo Kegang believes that the cement industry should promote technological progress and industrial innovation by maintaining industry order, increasing investment in energy conservation, emission reduction and environmental protection, and implementing the policy of capacity removal.

2023-12-29 10:22:03

As far as the whole industry is concerned, a leading enterprise has indeed performed well, but its practice of "only talking about share, not making mistakes in peak" has caused a greater negative impact, which has made the national cement industry "howl".

2023-12-15 14:59:23

Staggered peak and shutdown of kilns in the north led to the increase of cement prices in many provinces; Wu Guoqiang analyzed that there were three reasons for the sluggish market demand: the downturn in real estate, the occupation of the market by foreign cement, and the severe overcapacity, and suggested to stop the capacity replacement policy. In the first three quarters, the national cement output was 1.495 billion tons, down 4.32% from the same period last year, and the benefits of the industry shrank sharply. Conch Cement transfers a land use right with a base price of only 18000 yuan. Five batches of unqualified cement products were found in Henan.

2023-11-13 15:20:48

The cement industry has entered the era of serious overcapacity, and the problem of overcapacity in the whole country is very serious.

2023-11-13 09:32:38

Under the current circumstances, the problems faced by Guangdong cement industry can not be solved only by coordinated peak staggering. Once Guangdong cement enterprises stop kilns and "truce", cement from Guangxi and other places will quickly "enter" the Guangdong market.

2023-11-10 13:40:48

At present, enterprises in the industry should realize one thing, that is, the healthy development of the industry should maintain reasonable profits. For any enterprise, especially state-owned enterprises, the result of operation is the most important.

2023-11-02 15:45:18

Market shocks up; homogenization of serious industrial cost control is king; Tianshan shares to answer questions from investors, involving demand, market, coal prices and other issues

2023-11-02 13:29:45

Jiang Xiaomeng believes that changes in the economic environment and the decline in real estate investment are the core factors leading to the decline in cement demand. At the same time, the continuous release of new capacity has aggravated the problem of overcapacity; the trust between industries has been reduced or even broken, breaking the original synergy situation and making the industry enter vicious competition.

2023-11-02 11:35:44

Industry experts and personages have mentioned many feasible suggestions and ideas on how to extricate the industry from difficulties in the short term and how to be healthy in the long term, which are worth thinking and studying.

2023-11-01 11:42:12

Wang Jianchao believes that the relationship between supply and demand is the most important factor to improve the efficiency of enterprises, but in the context of such a serious overcapacity, it is a good way to use the total energy consumption or the total carbon emission control as a rigid index to control cement production capacity, but he personally believes that the total carbon emission control is the best choice to cater to the national policy and achieve capacity removal.

2023-10-25 09:29:32

Over the past five years, through peak staggering and "output reduction", the industry efficiency has been greatly improved, which has benefited most enterprises and brought a large amount of capital into the industry, aggravating the degree of overcapacity.

2023-10-21 09:59:33

Henan, Guizhou push up; Cement cold and warm big brother talk | Liu Yongxing: When the market is at a low ebb, cost is king; The Ministry of Industry and Information Technology has publicized 11 industry standards related to the cement industry; 93! Guizhou Cement Clinker Production Line List Announcement!

2023-10-20 14:16:31

In the long run, how can the cement industry maintain steady development? Liu Yongxing pointed out that under the expectation of downward demand in the cement industry, only by making substantial work to eliminate production capacity, can the industry develop better.

2023-10-20 09:18:36

Although the overall demand for cement tends to decline dramatically, cement, as the main basic building material, has played an important role in our industrialization, urbanization and modernization. The society needs it and the people need it. We should have a positive view and attitude towards the development of the industry. As long as we actively promote transformation, upgrading and innovative development, we will be able to better integrate into and promote economic and social development.

2023-10-09 16:01:14

Raising cement prices in many places; 1. Cement Cold and Warm Big Brother Talks | Qiu Jinghe: State-owned Enterprises' Price War Is Harmful to Others and Not Beneficial to Themselves! 2. Build a new 5000 t/d clinker line! Another Cement Enterprise Invests 4 Billion in Chongqing 3.- 4960t/d cement clinker relocation project has been completed 4. In two months, another 21 concrete enterprises went bankrupt.

2023-09-22 13:45:31

Seizing the market through price war will cause damage to the interests of the enterprise itself and the industry, which is an irrational way of competition. Cement enterprises should work together to promote the steady growth of profits in the cement industry and contribute to the steady growth of the macro-economy.

2023-09-21 17:18:06

Xu Guisheng said that the current situation of the cement industry is not optimistic, and the decline in cement prices is difficult to stop. Although the market is shrinking, stable expectations and steady growth are still the top priority of economic development in the next stage. It is the consensus of all parties to guide the real estate industry to achieve a "soft landing". With the support of various policies, the demand for cement will be restored to a certain extent.

2023-09-19 17:30:26

The industry is a big system, and the enterprise is an integral part of the system. Only when the whole system is healthy, can each enterprise develop healthily. If the system is not healthy, the development of a single enterprise will be very difficult. When the nest is ruined, how can eggs be finished?

2023-09-13 16:33:43

He said that there are some problems in the current cement industry, such as confusion in development, lack of governance and decline in economic benefits, and put forward four new patterns for the cement industry at this stage.

2023-09-12 13:33:41

The cement industry must fulfill its major historical responsibilities and obligations through the two major transformations of carbon emission quantity and carbon reduction role.

2023-09-12 12:28:56

Adhere to the theme of high-quality development, firmly grasp the trend of low-carbon intelligent development in the industry, increase investment in science and technology, accelerate technological transformation, further enhance the level of high-quality development in the industry, and promote green low-carbon transformation to a new level!

2023-09-12 10:55:54

Green energy drive is an important way to realize the sustainable development of cement industry; resource regeneration is the only way for the development of cement industry; exploring the future is the inevitable choice of our cement industry.

2023-09-12 10:02:53

In the process of market competition, the domestic cement industry will experience a wave of elimination and merger and reorganization, and eventually form a basic pattern of regional cement market controlled by several large cement enterprises.

2023-09-09 08:19:29

Li Qunfeng said that market share is the basis for sustainable development of enterprises. Next, Conch will adhere to the idea of "share is the foundation, profit is the purpose", maintain a reasonable market share, and strive to improve operating efficiency.

2023-09-07 23:15:51

Zhuge Wenda believes that as a cyclical industry, cement has its own rules of development. On the whole, the current cement industry is changing from the "Spring and Autumn Period" to the "Warring States Period". Over the past few years, the industry has built a relatively stable relationship of competition and cooperation through "vertical and horizontal cooperation" and achieved good benefits. Now, with the decline of market demand, the industry will start a round of "merger war" in the competition.

2023-09-06 09:18:44

What are the challenges and difficulties facing the cement industry? What are the main tasks in the future? Xiao Jiaxiang shared his views.

2023-08-23 18:01:23

In the future, the demand for cement will decline, and the problem of overcapacity is serious. The industry needs to strengthen policy promotion, promote energy consumption, carbon emissions and other aspects, and achieve the healthy development of the industry. Associations and large enterprises should actively promote the dual control of energy consumption and carbon emissions, as well as carbon emissions trading, so that the industry has a healthy future.

2023-08-23 17:26:41

Faced with the situation of serious overcapacity, peak staggering is not the goal, but to win valuable time and space for production capacity.

2023-08-22 21:51:21

Ma Weiping believes that the current cement industry, like 2015, has encountered a period of economic transition. Faced with the decline of real estate, infrastructure and the overall economic situation, the demand for cement has shrunk and the contradiction between supply and demand has intensified, which has led to the industry situation entering a low ebb. However, compared with 2015, the current industry is still facing two major differences.

2023-08-17 21:18:39