On March 14, the "Cement Economy 50 Forum" hosted by China Cement Network was successfully held in Hangzhou, with the theme of "Strong Confidence, Breakthrough and Development". Qiao Longde, former President of
China Building Materials Federation; Zhang Liqun, Professor of Development Research Center of the State Council; Zhang Jindong, Vice President of China National Building Materials Corporation; Zhu Lisheng, General Manager of New Tianshan Cement Market; Pan Zhonghong, Assistant General Manager of Conch Cement; Gui Tongsheng, Party Secretary and Chairman of Gezhouba Cement; Yang Hongbing, Vice President of Huaxin Cement; Li Wei, Vice President of China Resources Cement Holdings; Ding Junfeng, General Manager of Tianrui Cement; He Kunhuang, General Manager of Tapai Group; Jiang Xiaomeng, Chairman of Jianfeng Group; Wang Xuejun, Vice Chairman of Hubei Cement Industry Association; Ma Jianjun, Vice General Manager of Jidong Cement Marketing Management Center; Wang Aizhen, Chairman of Henan Building Materials Industry Association; Zhuge Wenda, Chairman of Century Xinfeng Leishan Cement; Ma Weiping, former Chairman of Yaobai Cement and Senior Consultant of China Cement Network; Yu Jianping, Vice CEO of Asia Cement; Qu Hui, Vice President of Shangfeng Cement; Xu Bin, General Manager of Helin Cement; Li Yongjin, President of Ningxia Cement Association; Wang Jinxiang, Vice President of Shanshui Cement; Hou Jian, General Manager of Dongfang Hope Chongqing Cement; Li Xinyue, Chairman of Wanbei Cement; Shi Yantian, Secretary-General of Heilongjiang Cement Association; Li Li, Executive Vice President of Guangdong Cement Association; Kuang Hong, President of Shanghai Cement Association; Lv Zhijian, President of Xinjiang Building Material Industry Association; Wu Weicheng, Assistant to General Manager and Director of Supply and Marketing Department of Quanxing Energy Group; Yu Tao, Marketing Director of Shanshui Group; Wang Yinjie, Vice General Manager of Tailong Building Material Group; Zou Minghang, General Manager of Jiande Conch Cement; Xin Anchao, Vice General Manager of Jinjiang Building Materials Group; Wang Jianxin, Vice President of Queshi Group and Secretary of Party Committee of Queshi Cement Group; Chen Zhi, Vice Chairman of Fujian Chunchi Group; Li Weidong, Vice President of Ningxia Building Materials; Kang Deyu, Secretary of the Board of Directors of Xingchuancheng Cement and Manager of Comprehensive Management Department; Zhang Zewen, President of Ningxia Yinghai Group; Wang Zhaowen, General Manager of Daying Cement, Lai Quanxiang, Chief Engineer of Hainan Huasheng Cement, Yang Ye, Sales Director of Gaozheng Building Materials, and other relevant leaders attended the forum. The forum was chaired by Shao Jun, founder and chairman of China Cement Network. Qiao Longde, former president of
China Building Materials Federation, Zhang Liqun, professor of the Development Research Center of
the State Council, and Li Qiang, Premier of the
State Council, said, "Sitting in the office is full of problems, and going down to investigate and see all the ways, and the masters are among the people!" The "Cement Economy 50 People Forum" invited 50 influential economic figures in the cement industry to gather together, aiming at criticizing the "mud" malpractices, actively providing advice for the competent departments, enterprise transformation and upgrading, strategic and tactical decision-making in the difficult period of the cement industry, providing new think tank opinions and methods, and helping to form a new cement economic ecology.
Shao Jun said in his opening speech that in 2022, China's cement industry suffered a cold winter: the volume and price of the industry fell, but the cost remained high, and the coal price rose 34% year on year. With rising costs and falling revenues, the cement industry's profits evaporated by 100 billion, down 60% year-on-year to less than 70 billion. More than one third of the 3000 cement enterprises in the country have suffered losses, including many large enterprises. Shao Jun
, founder and chairman of
China Cement Network, suffered from internal and external difficulties in the cement industry against the background of a sharp decline in demand. How can the cement industry be revitalized? How will cement enterprises survive and develop next? Around these two topics, the participants had a heated discussion. In the exchange,
Qiao Longde pointed out that in the face of the current difficulties in the cement industry, enterprises should have strong confidence, but confidence comes from themselves, from correct thinking, correct judgment and correct response. Cement enterprises should grasp the general trend of economic development and find out the breakthrough point of their own development. At the same time, he also pointed out the practical problems existing in the cement industry at present: more defensive than innovative. He suggested that enterprises in the industry should create and form a new pattern of stable development under the current situation, adhere to the effective practices of industry coordination in the past few years, and innovate the outdated and inapplicable ones.
Zhang Liqun said that after more than a decade of economic downturn and three years of epidemic impact, it can be said that everything needs to be done, but the more difficult it is, the more important it is to build confidence. This year will be the starting point of a new growth cycle of China's economy, and the growth rate of this economic cycle is from low to high. Under the situation that the whole Party pays attention to the economy and the governments at all levels fight for the economy, as well as the opportunity of Chinese-style modernization, the people yearn for a better life such as housing demand, and the cement industry still has good prospects for development, so we should have confidence in it. However, the overcapacity of the cement industry is prominent, and the related work of controlling production capacity should be done well to promote the cement industry to turn to high-quality development.
Zhu Lisheng believes that the main reason why the cement industry will encounter a cold winter in 2022 is that it has not done a good job on the supply side. In addition to the theme of "strengthening confidence, seeking breakthroughs and promoting development", a theme of "seeking consensus" should be added. At the new development juncture, we should seek consensus. First, we should firmly establish the demand-oriented concept, and each region should do a good job in the supply design of the region. Second, we should establish the concept of cost and benefit. In addition, we should use such a platform to enhance exchanges, leading enterprises have the responsibility and responsibility to lead the development of the industry, and small and medium-sized enterprises should also actively cooperate.
Jiang Xiaomeng pointed out that the development of any enterprise can not be separated from the healthy development of the industry, only the industry is good, the enterprise will be good, the interests of the industry are greater than the interests of the enterprise. In addition, the competition of similar enterprises should seek breakthroughs from differentiation, and it is unreasonable to pursue low prices blindly. Industry synergy, industry synergy, supply, demand, price, to find a common price line, on the basis of competition and cooperation, from the management services, cost control and other aspects to highlight the advantages of enterprises.
Qu Hui put forward three "truths" in the exchange: sincere coordinated development, holding a group of real gold and silver to keep warm, and doing solid work to promote together. After heated discussions,
the participants reached consensus on many issues. It is generally believed that the demand for cement will increase year-on-year in 2023. 2022 is the most complicated year for the cement industry in the past ten years. Influenced by the epidemic situation and the downturn of real estate, the cement market demand is low, the contradiction between supply and demand is prominent, the price is declining rapidly, the enterprise operation is difficult, and the steady growth of the industry is hindered. In 2023, under the macroeconomic situation of stabilizing the economy and promoting development, as well as increasing efforts to promote the construction of major projects in various regions, it is expected that the demand for cement in 2023 will increase compared with 2022, and the situation in the second half of the year will be better than that in the first half of the year.
However, under the expectation of demand recovery growth, the cement industry is still facing great uncertainty, real estate continues to bottom out, high energy costs, overcapacity and so on. In this regard, the participants generally said:
First, we must resolutely safeguard the normal order of the industry. The industry is the industry of cement workers. In the face of the current difficulties, cement enterprises should build up confidence, unify their thinking, maintain the overall situation and overall outlook, maintain a healthy competitive and cooperative relationship in the industry, and work together to tide over the difficulties. At the same time, it is hoped that leading enterprises will play a leading and exemplary role in the industry, encourage other enterprises to abide by the industry order, and work together to help the industry out of the predicament.
Second, we must firmly implement peak staggering production. Staggered peak production is still a powerful measure to alleviate the contradiction between supply and demand of cement. Cement enterprises should continue to firmly implement staggered peak production, and strive to achieve a regional and national chess game.
Third, we must unswervingly reduce production capacity. Overcapacity is the most critical problem that hinders the high-quality development of the cement industry. The cement industry can further resolve the contradiction of overcapacity, eliminate backward production capacity, optimize the industrial layout and adjust the industrial structure by means of mergers and acquisitions, carbon quotas, energy efficiency indicators, environmental protection indicators, coal consumption indicators and market competition.
Fourth, we must persist in innovation and development. In terms of digital, intelligent and green development, cement enterprises should adhere to innovation-driven, while improving their core competitiveness, continue to enhance the driving force of industry development, so as to promote and ultimately achieve high-quality development of the cement industry.
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