"This year , the market situation of Guangdong cement industry may be more severe than last year," said a senior local industry official when China Cement Network recently surveyed the Guangdong market.
It is understood that the demand for cement in Guangdong's real estate industry exceeds 50 million tons, accounting for more than 40% of the total demand for cement in Guangdong. In recent years, the development trend of the real estate industry has declined and the market demand has shrunk, which has a great impact on the cement market in Guangdong.
In the context of declining real estate demand, the industry will pay more attention to the field of large infrastructure, but the above industry insiders believe that the promotion of large infrastructure is difficult to change the downward trend of the cement industry.
On the one hand, the pull of infrastructure on cement is limited, and there are obvious regional restrictions; on the other hand, large infrastructure is also facing financial difficulties, if the problem of funds can not be effectively solved, the implementation of large infrastructure is also difficult. In addition, large infrastructure overdraws future cement demand to a certain extent, and in the long run, it can not change the industry dilemma.
The above industry insiders also said that from a worldwide perspective, the cyclical development of the cement industry determines that after experiencing the peak demand, it will inevitably fall back, which is an objective law, and it is difficult to change artificially. In this context, in the future, the cement industry must intensify supply-side reform and eliminate some backward production capacity in order to achieve stable development.
Talking about the future situation of Guangdong cement market, the industry believes that the real estate industry is still the key, but from the current economic situation, real estate is difficult to recover, later in the pull of infrastructure, the cement market may appear a certain degree of recovery, but the overall pressure is still greater.