产业峰会 | 强信心 谋突破 促发展!“水泥经济50人论坛”成功召开!

2023-03-14 23:17:32

在需求急剧下降的背景下,水泥行业内焦外困。水泥行业如何重振雄风?水泥企业下一步如何生存与发展?围绕这两个议题,与会嘉宾进行了热烈探讨。

3月14日,由中国水泥网主办的“水泥经济50人论坛”在杭州成功召开,论坛主题为:强信心 谋突破 促发展。

中国建筑材料联合会原会长乔龙德;国务院发展研究中心教授张立群;中国建材股份副总裁张金栋;新天山水泥市场总经理朱立胜;海螺水泥总经理助理潘忠虹;葛洲坝水泥党委书记、董事长桂桐生;华新水泥副总裁杨宏兵;华润水泥控股副总裁李维;天瑞水泥总经理丁基峰;塔牌集团总经理何坤皇;尖峰集团董事长蒋晓萌;湖北省水泥工业协会副会长王学军;冀东水泥营销管理中心副总经理马建军;河南省建筑材料工业协会会长王爱贞;世纪新峰雷山水泥董事长诸葛文达;尧柏水泥原董事长、中国水泥网高级顾问马维平;亚洲水泥副执行长俞剑屏;上峰水泥副总裁瞿辉;鹤林水泥总经理徐斌;宁夏水泥协会会长李永进;山水水泥副总裁王金祥;东方希望重庆水泥总经理侯健;宛北水泥董事长李新岳;黑龙江省水泥协会秘书长史延田;广东水泥协会常务副会长李黎;上海水泥协会会长匡鸿;新疆建材工业协会会长吕志坚;泉兴能源集团总经理助理兼供销处处长吴伟成;山水集团营销部长禹涛;泰隆建材集团副总经理王胤杰;建德海螺水泥总经理邹明航;锦江建材集团副总经理辛安朝;娲石集团副总裁、娲石水泥集团党委书记王建新;福建春驰集团副董事长陈智;宁夏建材副总裁李卫东;星船城水泥董事会秘书、综合管理部经理康德余;宁夏瀛海集团总裁张泽文;大鹰水泥总经理王昭文;海南华盛水泥总工赖全香;高争建材销售部长杨烨等有关领导出席论坛。论坛由中国水泥网创始人、董事长邵俊主持。

中国建筑材料联合会原会长乔龙德

国务院发展研究中心教授张立群

国务院总理李强说了“坐在办公室碰到的都是问题,下去调研看到的全是办法,高手在民间!”此次“水泥经济50人论坛”邀请了水泥行业里有影响力的50位经济人物共聚一堂,旨在针砭“泥”弊,在水泥行业困难时期积极为主管部门、企业转型升级、战略战术决策出谋划策,提供新的智囊团意见和方法,助力形成全新的水泥经济生态。

邵俊在开场词中表示,2022年,中国水泥行业遭遇寒冬:行业量价出现双降,但成本却居高不下,煤炭价格同比上涨34%。成本上升,收入下降,水泥行业利润蒸发一千亿,同比下滑60%,降至不到700亿。全国三千家水泥企业超三分之一出现亏损,其中不乏大型企业。

中国水泥网创始人、董事长邵俊

在需求急剧下降的背景下,水泥行业内焦外困。水泥行业如何重振雄风?水泥企业下一步如何生存与发展?围绕这两个议题,与会嘉宾进行了热烈探讨。

参会嘉宾积极发言 各抒己见

乔龙德在交流中指出,面对水泥行业当前困难,企业要强信心,但信心来源于自己,来源于正确的思维,正确的判断,正确的应对办法。水泥企业应把握经济发展的大趋势,找出自身发展的突破点。同时他也指出了目前水泥行业存在的现实问题:守势有余、创新应变不足,建议行业企业要创造和形成当今形势下稳定发展的新格局,过去几年行业协调有效的做法要坚持,过时不适用的要做到创新。

张立群表示,经过十年以上的经济下行,以及三年的疫情冲击,现在可谓是百废待兴,但越是困难的时候,建立信心就越加重要。今年将会是中国经济一个新的增长周期的起点,而这个经济周期增速是由低向高的。在全党抓经济、各级政府拼经济的形势下,以及中国式现代化机遇下,人民对住房需求等美好生活的向往,水泥行业依然有良好的发展前景,大家要对此有信心。但水泥行业产能过剩突出,还应做好控制产能相关工作,推动水泥行业转向高质量发展。

朱立胜认为,2022年水泥行业遭遇寒冬主要在于没有做好供给侧工作,在“强信心 谋突破 促发展”的主题之外,还应增加一个“寻共识”的主题。新的发展关口,大家要寻求共识,一是坚定的树立需求导向型理念,每个区域要做好本区域的供给设计;二是要确立价本利理念。此外,大家要多借助这样的平台来增进交流,龙头企业有责任、有担当来引领行业发展,中小企业也要积极配合。

蒋晓萌指出,任何企业的发展都离不开行业的健康发展,只有行业好了,企业才会好,行业利益大于企业利益。此外,同类企业的竞争,要从差异化里面去寻求突破,一味地追求低价是不合理的。产业协同、行业协同,供给、需求、价格,要寻找到一个共性的价格线,在竞合关系的基础上,从管理服务、成本控制等方面来突出优势企业。

瞿辉在交流中提出了三个“真”:真心实意的协同发展、真金白银的抱团取暖、真抓实干的共同提升。

与会嘉宾经过热烈探讨后在许多问题上取得了共识。大家普遍认为2023年水泥需求将同比增长。2022年是水泥行业近十年中形势最为复杂的一年,受疫情多点散发、地产下行等因素影响,水泥市场需求低迷,供需矛盾突出,价格快速下滑,企业经营困难,行业稳增长步伐受阻。进入2023年,在稳经济、促发展的宏观经济形势下,以及各地区加大力度推进重大项目建设,预计2023年水泥需求同比2022年将有所增长,且下半年情况会优于上半年。

但需求恢复性增长的预期之下,水泥行业依然面临着极大的不确定性,房地产继续探底、高能源成本、产能过剩等。对此,与会嘉宾普遍表示:

一是要坚决维护行业正常秩序。行业是水泥人的行业,面对当前的困境,水泥企业要树立信心、统一思想,保持大局观和全局观,维护好行业的健康竞合关系,携手共渡难关。同时希望各龙头企业要起到行业引领示范作用、鼓励其他企业遵守行业秩序,齐心协力共助行业走出困境。

二是要坚定执行错峰生产。错峰生产依然是当下缓解水泥供需矛盾的有力措施,水泥企业要继续坚定执行错峰生产,还要努力做到区域一盘棋、全国一盘棋。

三是要坚定不移去产能。产能过剩是阻碍水泥行业高质量发展的最关键问题,水泥行业可以通过并购重组、碳配额、能效指标、环保指标、用煤指标、市场竞争等手段来进一步化解产能过剩矛盾,淘汰落后产能,优化产业布局,做好产业结构调整。

四是要坚持创新发展。在数字化、智能化、绿色化发展方面,水泥企业要坚持创新驱动,在提高自身核心竞争力的同时,持续增强行业发展动力,从而推动并最终实现水泥行业的高质量发展。

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Correlation

Demand declined, the contradiction between supply and demand intensified, and the domestic cement market as a whole was depressed in the first half of the year. However, from a regional perspective, the price situation in the northern region is relatively good, especially in Xinjiang, the three eastern provinces, eastern Mongolia and Hebei, where cement prices are at a relatively high level. Taking Hebei as an example, the big data of China Cement Network show that the overall cement market in Hebei has shown a steady upward trend since this year, and the development trend of the industry is relatively stable. Local cement enterprises said that at present, the bulk ex-factory price of Hebei P.O42.5 cement is basically maintained at 310-330 yuan/ton. "Although it can not be compared with the peak period, in the current industry environment, it has been

2024-09-27 17:30:26

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

This week, the Beijing-Tianjin-Hebei building materials market continued to be depressed due to adverse weather and environmental control demand. Cement prices in the Beijing-Tianjin-Tangshan region were generally stable, but some brands showed signs of decline, and the market operation showed a weak and stable trend. The central and southern areas of Hebei tried to raise the price by 30-50 yuan/ton, but the actual implementation effect was not good. At the same time, the market demand in Shanxi and Inner Mongolia is weak and the market remains relatively stable due to the off-peak shutdown.

2024-08-09 16:21:01

Due to the continuous high temperature weather in Jiangsu and Zhejiang, the demand of construction industry has weakened, resulting in a general decline in cement sales, and the price of cement in some areas has dropped by 20-35 yuan/ton, among which Yangzhou, Taizhou, Huaian, Nanjing, Zhenjiang and other places in Jiangsu have been greatly affected. Due to the high temperature weather in Anhui, the construction site slowed down, the demand was weak, and the cement price in Ma'anshan, Chuzhou, Hefei and other areas was reduced by 10-20 yuan/ton. Cement prices in Zaozhuang, Linyi, Jining, Tai'an and other places fell by 10-30 yuan/ton due to cloudy weather and the resumption of clinker production in Shandong.

2024-08-09 16:18:24

According to the market data of China Cement Net, the price in Beijing, Tianjin and Hebei is stable as a whole, the high temperature and rainy season weaken the demand, and the average price of Shijiazhuang manufacturers is slightly reduced to promote sales; the market in Inner Mongolia and Shanxi is stable at present.

2024-07-19 15:39:30

According to the cement network market data center news, the market in Guanzhong area of Shaanxi Province is affected by multiple factors, with a price decline of 40-50 yuan/ton.

2024-07-19 15:25:30

According to the China Cement Network Market Data Center news, many off-peak production, in order to reduce inventory pressure, cement prices slightly declined signs.

2024-07-19 15:20:00

According to the market data of China Cement Network, the cement industry in Beijing-Tianjin-Tangshan region is facing double pressures of raw material contraction and off-season demand.

2024-07-05 16:18:06

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

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

China Cement Network Market Data Center News, the recent rise in raw material prices in central and southern China, the rise in cement production costs, the local market in Guangdong and Guangxi cement prices increased by 15 yuan/ton, the implementation remains to be observed. Prices in the two lakes, Henan and other markets fluctuated little during the week.

2024-05-17 17:17:38

In the market with low concentration, we need to adopt the price competition strategy boldly, fight on the fight, but also thoroughly hurt, forcing the production capacity with weak competitiveness to be completely eliminated.

2024-05-16 09:26:05

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

Should Conch Cement grab the share? What is your point of view? Feel free to leave a comment.

2024-04-15 16:50:08

According to the data center of China Cement Market, the demand for cement in Northeast China is still low, and the price increase in Changchun failed to be implemented at the beginning of the month. Cement prices in Liaoning are close to the cost line, and local enterprises are struggling to survive.

2024-04-12 17:29:33

Several years later, the capacity was effectively removed through market shuffling, and the capacity utilization rate of the cement industry returned reasonably. Perhaps it is the golden sentence of the cement industry, the world cement looks at China, China cement looks at conch!

2024-04-11 14:04:43

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

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

According to the market data of China Cement Network, the price of cement raw materials has continued to rise recently, coupled with the impact of environmental control and shutdown of kilns, enterprises in the region have a strong willingness to raise prices.

2024-01-26 17:04:19

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

Can the supply and demand of cement industry improve in 2024? Can prices be boosted? How will enterprises break the situation?

2024-01-23 09:30:22

The price of Yueyang Cement in Hunan and Chengdu-Deyang-Mianyang Cement in Sichuan has dropped; recognizing the situation is the first barrier for Henan Cement in the new year; 28 production lines will be put into production in 2024.

2024-01-19 13:11:00

Although the industry has created brilliance during the ten years of capacity removal, it has not really solved the problem of overcapacity in the end.

2024-01-15 11:05:10

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

Cement market price shocks; Zhang Xiaohua: "Rational capacity reduction" is an important strategy for the cement industry to get out of the predicament; the Ministry of Industry and Information Technology released the list of typical application scenarios and cases of industrial green microgrid in 2023.

2024-01-04 13:09:03

湖北宜昌水泥价格下滑;水泥巨头纷纷“出招破局”; 薄克刚:维护行业正常秩序是第一要务

2023-12-29 15:33:05

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

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

安徽、云南上调水泥价格;高登榜:目前水泥行业的严峻形势是企业“打”出来的;杭州21家混凝土企业因垄断被罚款1.74亿元;达州生态保护红线内矿业权要退出;广东查出8款水泥产品不合格。

2023-11-10 14:25:17

10月行情月报;天山股份:水泥价格处于缓慢修复趋势;水泥需求已经进入下行通道;陕西省、山西省等地水泥行业已进入错峰停产状态。威顿水泥集团以7.13亿元竞得山西一水泥用石灰岩矿采矿权。

2023-11-09 14:13:34

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

湖北、上海推涨;万亿国债来袭,水泥股冲高;中国建材集团调整中国建材总院领导班子

2023-10-25 13:22:49

行情小幅探涨;置换比例1:1,海螺水泥将迁建一条4500t/d熟料生产线;水泥冷暖大佬谈丨章小华:今后五年,行业将从错峰“去产量”转向“去产能”

2023-10-23 14:30:12

在水泥总体需求萎缩的大背景下,城中村改造能带来多少需求成为行业的关注点。

2023-10-19 17:27:30

终端需求疲态难改; 1.水泥冷暖大佬谈|何坤皇:去产能任重道远 促转型迫在眉睫 2.新疆:预计2023年水泥需求增长5%以上 3.两家水泥企业拟被列入全国工业领域电力需求侧管理典型案例! 4.多项补贴支持广西水泥外销,广东水泥市场再增压力

2023-10-10 13:56:36

辽宁金中合资公司成立后,按照股东双方的战略要求,立足辽宁,开展水泥行业整合工作,现已完成双方在辽企业的尽职调查及审计评估现场工作,其他各项前期准备工作正在稳步推进中。

2023-08-31 12:18:19

据中国水泥网行情数据消息,西南地区市场需求表现欠佳,企业库存普遍高位运行。云南部分市场本周报价下调20-30元/吨左右。

2023-08-25 17:06:38

想要水泥行业走出困境,就必须要重视市场以外的人为因素的作用,创新性的理论和政策非常重要。不仅企业需要积极主动,各级协会在去产能等工作的推进上也还有很大的作为空间。

2023-08-21 13:23:13

上涨势头能够持续多久?后市行业利润表现又将如何?

2023-08-21 11:25:39

2023年8月4日,中国水泥协会会长高登榜、执行会长孔祥忠一行赴广东省工业和信息化厅座谈交流。

2023-08-06 15:45:10

中国水泥网消息,受需求不足影响,今年以来,河南水泥价格整体低迷,虽经历几轮上调,但很快又跌回原有水平。进入5月之后,河南地区水泥价格更是一路下行,最新反馈,新乡、南阳、三门峡等地部分水泥价格已经低至190元/吨,企业亏损严重。

2023-07-26 09:16:23

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

据中国水泥网行情数据消息,四川德绵及云南昆明地区周内复价上调水泥价格30-60元/吨,执行待观察。贵州黔中地区水泥价格继续下调20-30元/吨左右。

2023-07-07 16:40:32

今年用电高峰提前到来,电负荷压力有增无减,大规模限电是否会“卷土重来”?

2023-07-04 17:13:23

过去一年,水泥行业面临的困难和挑战前所未有,作出的探索和努力前所未有。面对经济下行压力加大、疫情多发频发、市场需求走弱等多重超预期因素冲击,湖北水泥行业同舟共济、共渡难关,取得了来之不易的成绩。

2023-04-24 14:14:42

Since the 21st, some major manufacturers in Zhanjiang, Maoming, Yangjiang and Yunfu in western Guangdong have again notified an increase in cement prices by 30 yuan/ton, and the specific implementation remains to be observed.