Famous experts and experts gathered to express their views from different perspectives. China Cement Network recently opened a column entitled "Talking about the Cold and Warm of Cement", interviewing many enterprise leaders and industry experts in the cement industry. Liu Yongxing, chairman of Oriental Hope Group, was invited in this issue.
As a representative of private entrepreneurs, Liu Yongxing led the Oriental Hope Group to grow into a large multinational private enterprise group integrating heavy chemical industry and agricultural industry chain.
At present, the demand of cement industry is declining obviously, the contradiction between supply and demand is intensifying day by day, and the national "price war" is everywhere. How does Liu Yongxing, who has been immersed in business for decades and has laid out more than a dozen industries, almost all of which are surplus industries, view the development of the cement industry? Liu Yongxing, chairman of
Oriental Hope Group,
said, "It's difficult now, but it's difficult to survive."
According to the data of the first half of this year, the cement industry has continued its downturn since 2022. In the first half of this year, the national cement output was 953 million tons, down 2.4% from the same period last year, and the output hit a new low since 2012. Affected by the deep decline in cement prices and the decline in demand, the benefits of the industry shrank sharply, with a total profit of 16.47 billion yuan in the first half of the year, down 59.8% from the same period last year.
In Liu Yongxing's view, the cement industry in all regions of the country is more difficult this year, and the Oriental Hope Chongqing Cement, which covers almost the whole Yangtze River Basin, has also reduced the export of cement this year and turned more energy to the local market.
From the development trend of cement industry in foreign markets such as the United States, with the end of the capital construction period, the demand for cement will shrink and will be at the bottom of the platform for a long time. Liu Yongxing said that when the industry is difficult, enterprises should also survive and strive to be the last "dead" enterprise. Whether they can survive or not depends not on the market, but on the strength of enterprises.
What is enterprise strength? "When the market is at a low ebb, cost is king"
Liu Yongxing pointed out that when the industry is at a normal development and peak, "scale is king", and when the industry is at a low ebb, "cost is king". At present, the cement market has changed from the high growth orientation of "scale is king" to the high quality orientation of "quality is king" and "cost is king". Opportunities and challenges coexist in the industry. Enterprises must strengthen technological innovation, actively promote energy-saving and consumption-reducing technological transformation, strengthen lean management, and achieve healthy development.
In the current market, Dongfang hopes that Chongqing Cement has achieved good operating results, relying on the belief of continuous innovation and continuous pursuit of the highest unit efficiency to reduce costs and increase efficiency.
For example, in 2022 alone, Dongfang hopes that the related technical transformation cost of Chongqing Cement will be close to 300 million yuan. Now, in Dongfang Hope Cement Plant, the application of new technologies can be seen in all links that can effectively reduce production energy consumption, ranging from fans, pumps, air compressors to grate coolers, vertical mills, preheaters and other main equipment, which can be called the "Exhibition Hall of Advanced Technologies in Modern Cement Industry". In the
long run, how can 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 industry develop better.
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