化解水泥行业“顽瘴痼疾”的关键在于去产能

The purpose of OCC is to prevent involution, adhere to peak-shifting production and capacity reduction on demand, maintain the prosperity and stability of the Yangtze River cement industry, and achieve high-quality development. At present, the biggest problem is how to make small and medium-sized enterprises cooperate.

2025-03-25 14:15:46

From a policy point of view, it is quite beneficial for enterprises to supplement their production capacity to the industry. If the policy is strictly implemented, the effective production capacity of Jiangxi Province will be reduced by nearly 10 million tons. In the implementation of off-peak production, it is necessary to accurately predict the market demand, comprehensively consider the inventory situation of enterprises, and then determine a reasonable off-peak time, the inventory level should not be higher than 50%.

2025-03-25 13:48:46

On March 24, OCC Chairman Ma Weiping and his delegation visited Red Lion Holding Group Co., Ltd. and were warmly received by Zhang Xiaohua, Chairman and General Manager of Red Lion Holding Group. The two sides had in-depth exchanges on the future development trend of the cement industry and how cement enterprises should deal with the industry dilemma.

2025-03-24 21:21:36

Looking forward to the future, with the joint efforts of the government, associations and enterprises, relying on the unswerving belief and the spirit of continuous innovation, the cement industry will break through the haze, successfully achieve transformation and upgrading, stride forward on the broad road of high-quality development with a brand-new attitude, and write its own brilliant chapter.

2025-03-24 17:09:55

What is happening in the cement industry?

2025-03-21 07:02:03

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou.

2025-03-14 16:25:27

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. Prices in Shaanxi have remained stable in the near future.

2024-12-20 17:49:52

According to the China Cement Market Data Center, the cement market demand in North China, Beijing, Tianjin and Hebei fluctuated, and the price tried to push up; the market in Shanxi and Inner Mongolia was stable and weak.

2024-12-06 17:38:59

According to the data center of China Cement Market, under the influence of the arrival of winter and the decrease of temperature, the construction activities in the Northeast market are reduced and the market demand is low.

2024-12-06 17:33:46

What is happening in the cement industry?

2024-11-29 07:01:23

"Flood is not blocked by dredging", peak staggering production has helped the cement industry to create brilliance, but also delayed the window period of the industry to capacity, so that the problem of overcapacity is becoming more and more serious. At present, all kinds of disadvantages accumulated in the industry, in the final analysis, are overcapacity, it is imperative to go to capacity, and the cement industry is also the time for strong men to break their wrists.

2024-11-27 10:25:41

What is happening in the cement industry?

2024-11-09 07:13:03

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

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