化解水泥行业“顽瘴痼疾”的关键在于去产能

2023-12-18 14:56:18

水泥行业应该清楚地意识到,水泥产能严重过剩已经成为行业的“顽瘴痼疾”!

12月15日,四川省水泥协会换届领导小组第二次会议暨四届十六次理事和主要水泥企业会议在成都召开。

会议研究落实错峰生产管理相关事项,安排布置了2024年一季度错峰生产工作。2024年一季度每条熟料生产线错峰生产50-60天,具体任务和时间要求根据实际情况确定。

会议上还提到,要认清形势,高度重视;坚持自律,信守承诺。

值得一提的是,根据年初四川省水泥协会发布的《四川省水泥行业常态化错峰生产管理办法》要求,今年每条水泥熟料生产线一季度错峰生产基准天数为 45 天。由此可以看出,明年一季度四川错峰生产天数较今年明显延长。

近几年,错峰生产力度越来越大,期望所发挥的效果却越来越差。需求下行、产需矛盾不断加剧的当下,各企业间的市场竞争十分激烈,错峰生产对供给侧的影响力日益降低。

2013年10月国务院下发的《关于化解产能严重过剩矛盾的指导意见》(国发〔2013〕41号)指出,产品生产能力严重超过有效需求时,将会造成社会资源巨大浪费,降低资源配置效率,阻碍产业结构升级。

水泥行业应该清楚地意识到,水泥产能严重过剩已经成为行业的“顽瘴痼疾”!

错峰生产只是应对供需矛盾加剧的“缓兵之计”,短期内有利于为行业转型升级创造时间,但长期来看,化解当前水泥行业“顽瘴痼疾”的关键不在于“去产量”,而在于“去产能”。

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As a "veteran" of the industry, Li Wenxiu has personally experienced the ups and downs of the cement industry for decades. Faced with the current difficulties, Li Wenxiu believes that solidifying the market and share is the key to stabilizing the development trend of the industry, steadily promoting capacity removal and realizing the "soft landing" of the industry under the background of a sharp decline in demand. "The more the economic downturn, the more stable employment, stable income, capacity is inevitable, but how to go to capacity is the way we can choose, the current solidification of the market, solidification of share, to maintain the basic efficiency of the industry is very critical.".

2024-09-18 11:20:28

The Yangtze River Economic Zone is one of the most dynamic economic regions in China. There are 168 enterprises and 608 production lines in ten provinces and cities in the Yangtze River Basin, with a total clinker production capacity of 720 million tons. If we can take the lead in realizing the high-quality and healthy development of the cement industry in the Yangtze River Basin, the cement industry in other regions can also embark on the road of sound development.

2024-09-10 10:03:17

Seeing the title, some people are sure to say: "This is not true. A few years ago, everyone in the cement industry ushered in six years of good times in the process of sharing happiness." Is this really the case? As a typical cyclical industry, the development of cement industry is full of ups and downs. From the past experience, when the industry encounters a low ebb, it is easier for enterprises to form a consensus and deal with challenges together; however, after the industry recovers, it is difficult to maintain this spirit of unity.

2024-08-20 16:27:06

We should strengthen industry communication and enterprise dialogue, abandon the Cold War mentality, not vicious competition, not "cheap" products, not "involution" marketing, consciously resist the use of low-price dumping, loss-making sales and other improper means, jointly create a fair and stable market environment and competition order, build a good industry ecology, and reduce waste of resources and environmental pressure.

2024-08-12 11:33:12

The introduction of the policy is a signal, which reveals the government's determination, but the real implementation still needs the joint efforts of all parties. Enterprises should respond positively, build self-discipline mechanism, start from themselves, and reduce excessive competition.

2024-08-07 10:54:49

Pursue quality management and effective development, reduce production and consumption intensity, and reduce ineffective supply.

2024-08-02 13:05:35

At present, the cement industry needs to accumulate strength through "peak staggering to output", so as to be able to achieve "rational capacity removal" in the future.

2024-07-31 18:27:21

In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).

2024-07-23 16:45:00

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-07-05 16:08:54

From 2015 to 2022, the whole seven-year window period, the industry did not think about how to put the capacity into practice, but continued to increase the actual capacity through various means.

2024-07-04 09:19:12

Improve the position and look at the steady growth with the interests of the whole industry as the most important.

2024-06-26 15:44:51

Taiwan's cement industry has experienced a complete life cycle from germination, growth, prosperity to recession. Study Taiwan cement industry from the development since demand drops period, have draw lessons from a meaning very much to market of current mainland cement.

2024-05-28 11:53:23

In the future, Huaxin Cement will continue to take green development as the core, continue to increase investment in pollution reduction, carbon reduction, energy saving and consumption reduction, promote the national "double carbon" work with practical actions, and provide Huaxin samples for traditional industrial enterprises to practice the road of green sustainable development.

2024-05-16 10:58:59

Even from the above four aspects, it is still difficult to fundamentally solve the problem of excess cement production capacity in Henan. If orderly competition and cooperation can not be achieved, the competition between "advanced production capacity and relatively advanced production capacity" will eventually change into the confrontation between "advanced production capacity and advanced production capacity".

2024-05-13 15:30:38

From the perspective of policy purpose, peak staggering production and capacity replacement are indeed two important strategies for the supply-side structural reform of the cement industry, but why is it that after several years of development, the overcapacity of the cement industry has become more and more serious, and the effect of the supply-side structural reform of the cement industry has gradually disappeared?

2024-05-11 09:30:03

The cement industry must wake up quickly, abandon unrealistic illusions contrary to the law of market development, and take a more positive attitude to deal with the reality of overcapacity and intensified market competition.

2024-04-08 09:33:02

The key to determine the efficiency of the industry is the supply structure and enterprise behavior.

2024-04-07 16:00:37

The above-mentioned people pointed out that the current local clinker operation rate is about 55%, and now the most urgent task is to reduce production capacity and limit production capacity from the supply side.

2024-04-07 09:10:29

Under the background of such a complex and severe cement market, how can the cement industry survive and develop next? The participants had a heated discussion.

2024-03-28 21:39:54

Pan Zhonghong, deputy general manager of Anhui Conch Cement Co., Ltd., said that the current situation of the industry is very anxious and we do not want to see it. The serious overcapacity and the sharp decline in demand have further intensified the contradictions in the industry.

2024-03-28 18:49:53

It is highly probable that demand will fall to less than 1 billion tons in 10 years!

2024-03-25 09:31:24

Zhang Xiaohua emphasized that although it is difficult to promote peak-staggering production and its effectiveness is weakened, it is still an effective way for the cement industry to adjust the supply-demand relationship and achieve win-win situation for large and small enterprises in the short term.

2024-03-11 16:07:55

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 2024 Working Conference of China Building Material Group and New Tianshan Cement was successfully concluded, summarizing the past and looking forward to the future. The regional companies affiliated to New Tianshan Cement earnestly implement the spirit of the annual meeting of the superior companies, hold working meetings to summarize the deployment work, unify ideas, clarify objectives, and go all out to do a good job in 2024.

2024-01-19 17:02:30

According to the cement network market data center news, affected by the cooling and rain and snow weather, coupled with the approaching Spring Festival, some construction sites have been on holiday, enterprise shipments have decreased, and the market demand in Shaanxi has further weakened. At present, the leading enterprises have no news of raising prices, mostly to stabilize prices.

2024-01-19 14:19:35

The price of cement in Chongqing has dropped; the cement industry will be in a difficult period in the next ten years; "rigid capacity reduction" is the feasible solution to resolve overcapacity.

2024-01-12 14:45:33

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

The darkness before dawn is the darkest, and no one can give an accurate answer to whether the cement industry is now "dark" at night or "dark" at dawn.

2024-01-05 11:40:02

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

难关未过,未来已来。接下来,让我们一起回顾2023年水泥行业热点事件,总结过往,戮力前行。

2023-12-28 11:49:29

水泥行业应该清楚地意识到,水泥产能严重过剩已经成为行业的“顽瘴痼疾”!

2023-12-18 14:56:18

贵州水泥价格大幅上调60-100元/吨;亚泰集团拟以近10亿收购公司;四川计划2024年一季度每条熟料生产线错峰生产50-60天

2023-12-18 13:14:07

当前水泥行业利润下滑严重、市场态势低迷的情形,很大程度上是诸多市场参与者共同酿成的。

2023-11-19 11:38:25

现在是工业信息化、智能化大爆炸的时代,水泥行业信息化、智能化已经在蓬勃发展,成为行业的必然发展趋势。

2023-11-09 14:09:27

前三季度全国累计水泥产量创近13年以来同期最低,预计行业利润同比降幅仍达60%左右,企业亏损面扩大。

2023-11-08 09:20:21

当前,水泥行业面临需求下行、价格低迷的复杂局面,章小华表示,过去几年通过错峰生产“去产量”,大幅提升行业效益,多数水泥企业受益,也使大量资本进入行业,加剧产能过剩的程度。当市场下行时,水泥企业要更加注重精细化管理,通过数字赋能、节能降耗、替代燃料等工艺技术进步,提升企业竞争力。

2023-10-31 14:47:54

未来,水泥行业的产能过剩问题也将更加突出,一场行业洗牌或在所难免。

2023-10-24 09:24:49

虽然水泥需求总体是趋于大幅下降,但是水泥作为主要的基础建筑材料,在我们工业化、城镇化、现代化建设中发挥了重要作用,社会需要它,百姓需要它。我们应该对行业发展抱有正面的看法和态度,只要积极推进转型升级和创新发展,就一定可以更好融入和推动经济社会发展。

2023-10-09 16:01:14

诸葛文达认为,水泥作为周期性行业,发展自有其规律。整体来说,当前水泥行业正由“春秋时期”转入“战国时期”。过去几年,行业通过“合纵连横”构建了相对稳定的竞合关系,取得了良好的效益,如今随着市场需求的下滑,行业将在竞争中,开启一轮“兼并战争”。

2023-09-06 09:18:44

水泥行业面临着哪些挑战和困难?未来的主要任务又是哪些?肖家祥分享了他的看法。

2023-08-23 18:01:23

他建议水泥行业一是要正确认识形势,坚定不移推动化解过剩产能工作;二是坚定发展信心,加快推进绿色化智能化转型升级;三是形成工作合力,努力营造行业高质量发展良好氛围。

2023-08-23 10:14:21

马维平认为,当前水泥行业同2015年一样,都遭遇了经济的转型期,面对房地产、基建和整体经济态势的下滑,水泥需求萎缩,供需矛盾加剧,导致行业态势步入低谷,但是与2015年相比,当前行业还面临两大方面的不同。

2023-08-17 21:18:39

面临需求长期下行和双碳目标压力,“水泥行业应如何进一步深化供给侧结构性改革以实现高质量发展”是当前摆在行业面前迫切需要解决的问题......

2023-08-16 09:11:11

贵州水泥市场近几年的行情变动可以说是为当下全国水泥市场充当了“斥候”,面对困境,全行业更要树立以行业利益为优先的共识,否则迎来的只有无止境的亏损。

2023-07-23 13:49:18

困境之下,寻求水泥行业发展新出路。

2023-07-08 14:37:05

精彩纷呈的会议令现场嘉宾连连称道,7月7日,“2023中国水泥节能与新能源发展大会”将继续进行!

2023-07-06 18:06:22

更需要思考的是,在错峰生产之外,水泥行业是否能找到更有效的化解产能过剩的路径和方法,毕竟归根到底,超产问题愈演愈烈的背后,错峰生产常态化也是重要推手。

2023-05-29 09:24:26

中国水泥工业已进入长期性、全局性的产能过剩时代,目前产能过剩率已超过40%,预计未来需求量还将继续下降,行业供需矛盾也会进一步加剧。

2023-05-25 17:17:36

需求持续萎缩、市场竞争加剧,水泥企业呼吁提高行业集中度。

2023-05-16 17:01:33

近日,中国水泥网走访四川省星船城水泥股份有限公司(以下简称:星船城水泥),四川省星船城水泥董事长陈铁军预计2023年四川水泥需求相比与去年持平或略有下降。

2023-05-06 15:49:58

Recently, the local weather conditions in China are not good, the recovery of market demand is insufficient, the price of concrete is mainly stable, and the local pressure is falling. From September 12 to September 18, the national concrete price index closed at 112.93 points, down 0.21% annually and 10.83% year-on-year.