水泥经济50人论坛|蒋晓萌:企业发展离不开行业的健康发展

2023-03-17 17:28:08

蒋晓萌认为,任何企业的发展都离不开行业的健康发展。水泥行业想要保持良好态势,需要业内树立起“行业利于大于企业利益”的共识。同时,企业竞争要从差异化的角度寻求突破,避免同质化产品之间简单的价格竞争。

“只要大家信心一致,不恶意打价格,今年还是有希望的,市场的小阳春会回来。”3月14日,尖峰集团董事长蒋晓萌在“水泥经济50人”论坛上表示。

2022年,受房地产行业下行以及疫情多点散发、工程建设资金不足等诸多因素的影响,国内水泥需求明显下滑。为争夺市场,部分区域爆发价格战,原有市场格局遭受冲击。

对此,蒋晓萌认为,任何企业的发展都离不开行业的健康发展。水泥行业想要保持良好态势,需要业内树立起“行业利于大于企业利益”的共识。同时,企业竞争要从差异化的角度寻求突破,避免同质化产品之间简单的价格竞争。

蒋晓萌还表示,行业需要在市场竞合的基础上,体现各个企业在管理以及成本控制等方面的差异性,突出优势企业的市场地位。

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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

According to China Cement Market Data Center, cement prices in the Yangtze River Delta region of East China have stabilized after rising as a whole, and cement prices in Fujian are brewing to continue to rise. The implementation in Shandong is not good enough, and some of them have fallen back to the level before the rise.

2025-03-24 14:57:35

According to the data center of China Cement Network, the cement market in Northeast China was stable as a whole last week, and the price did not fluctuate significantly.

2025-03-24 14:17:15

According to the data center of China Cement Market, the cement market in southwest China is weak. Prices in Sichuan are mainly stable, while cement prices in Chongqing and Yunnan are weak this week.

2025-03-24 13:26:12

Wang Jianxin, Vice President of Queshi Cement Group Co., Ltd., pointed out that in the face of industry difficulties, consensus should be reached first. The first three quarters of last year was a low period, and the benefits mainly came from the fourth quarter. In view of this situation, enterprises need to come up with feasible plans.

2025-03-20 14:46:26

At present, the decline in profits of the cement industry is far greater than decline in demand, but the cement industry has invested a lot, including mines, electricity, coal and so on. If the industry faces difficulties and reduces staff and salaries, then the stability of the industry will be impossible to talk about.

2025-03-20 14:43:27

Lei Zhenbin said that China's cement industry is in a transitional period, drawing on Western experience and combining domestic experience, the per capita cement consumption will be reduced to about 1 ton in the future.

2025-03-18 13:43:59

Xiao Yongsheng suggested: First, we should implement rigid peak staggering to ensure the strict implementation of peak staggering production; second, we should formulate a unified rigid peak staggering plan among regions; third, we should strengthen industry communication, especially inter-provincial communication, such as exchanges between Fujian and Jiangxi, Zhejiang and Fujian, and Zhejiang and Jiangxi, to eliminate misunderstandings and enhance mutual trust.

2025-03-18 13:37:48

Under the background of the long-term downward trend of cement demand, enterprises, regardless of their size, have the responsibility and obligation to maintain a good industry ecology.

2025-03-18 11:59:12

Zhuge Wenda, chairman of Hubei Century Xinfeng Science and Technology Group Co., Ltd., believes that the current cooperation in the industry is forced and reluctant, and that the overall demand of enterprises is expected to decline, and the difficulty of competition and cooperation is increasing.

2025-03-18 11:57:39

Enhance the concentration of the cement industry, reduce excess capacity, and promote the balance of market supply and demand.

2025-03-18 11:16:18

Ma Weiping, chairman of OCC, said that the 50-person Forum on Cement Economy has become an influential platform for the industry, bringing together the leaders of large and medium-sized enterprises and associations in the industry, so that everyone can freely discuss the industry trend and make suggestions.

2025-03-17 13:10:41

According to China Cement Market Data Center, cement prices in some markets in East China, such as Fujian and Zhejiang coastal areas, rose by 20 yuan/ton this week, while the rest of the market stabilized after rising. The price of cement in Shandong has risen sharply by 50 yuan/ton, and the implementation remains to be observed.

2025-03-14 17:47:50

According to the China Cement Network Market Data Center, this week, major enterprises in the central and southern regions of Guangxi notified an increase in cement prices by 30 yuan/ton, and the Guangdong market is running steadily and strongly. This week, cement prices in the two lakes region are mainly stable temporarily, and enterprises have a strong willingness to raise prices.

2025-03-14 17:37:56

According to the data center of China Cement Market, the cement market in Northeast China is gradually recovering.

2025-03-14 17:32:00

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

Faced with the complex and severe new cycle of the current cement market, how should the cement industry fight against involution and seek breakthroughs in the future? This topic triggered a heated discussion among the participants.

2025-03-13 18:40:31

Wang Aizhen, president of Henan Building Materials Industry Association, introduced the situation of Henan cement industry. Wang Aizhen said that Henan is located in the Central Plains, with serious overcapacity. At present, there are 62 clinker production lines, with a design capacity of 92 million tons and an actual capacity of 115-120 million tons. At the peak of cement demand, the output reached 169 million tons, but after 82 million tons last year, the clinker was only 50 million tons, and the utilization rate of clinker production capacity was 43%.

2025-03-13 17:38:36

Kuang Hong, executive vice president and Secretary-General of Shanghai Cement Association, believes that the rigid production capacity of the industry should learn from Shandong and the staggered peak production should learn from Northeast China. According to Kuang Hong, some cement enterprises lost a lot of market share in Shanghai after the sharp adjustment of cement prices along the Yangtze River in the fourth quarter of last year. Judging from the situation in Shanghai, leading enterprises should play a leading role, while relevant enterprises should keep up with it in order to stabilize the market situation.

2025-03-13 17:12:28

Wang Rui, Vice Chairman and Secretary of the General Party Branch of Yaobai Special Cement Group Co., Ltd., said that at present, the demand for cement in Shaanxi has been basically the same as last year, and the price has rebounded.

2025-03-13 14:33:37

According to the market data of China Cement Network, the cement market in Northeast China is gradually recovering.

2025-03-07 16:16:56

According to the Chinese cement net quotation data news, the North China area rises the sound.

2025-03-07 16:10:59

Zhang Liqun, a researcher in the Department of Macroeconomic Research of the Development Research Center of the State Council, will make a theme report on "Focusing on Expanding Domestic Demand and Opening a New Cycle of Economic Growth as soon as possible-Analysis and Prospect of Macroeconomic Situation in 2025" at the 14th China Cement Industry Summit and TOP100 Award Ceremony to analyze the macroeconomic trend and grasp the policy for cement enterprises. It provides important guidance for optimizing the strategic layout.

2025-03-07 14:10:12

Cement prices in Fujian, Hunan, Anhui, Jiangsu, Shanghai, Shaanxi, Guangdong, Hebei, Guizhou, Sichuan and other provinces began to rise in late February. After March, domestic cement prices continued to rise as a whole, and cement and clinker prices in the three northeastern provinces, the Yangtze River Delta and Hebei came out one after another.

2025-03-06 14:36:10

This summit will bring together industry elites and multi-resources to discuss and deal with the difficulties faced by the industry from the perspectives of optimal allocation of supply side, precise docking of demand side, deep insight into macro-economy and frontier promotion of technological innovation, and jointly create a new chapter for the industry!

2025-03-06 14:02:55

Based on the current market situation and past price rules, the next cement price situation deserves close attention and expectation both inside and outside the industry.

2025-03-06 09:54:38

China Cement Network Market Link shows that since March, the domestic cement market has continued to rise, and the price of cement and clinker has been raised in the three eastern provinces, Yangtze River Delta and Hebei.

2025-03-05 15:00:24

Qi Yanyong emphasized that the thermal parameters of rotary kilns are interdependent, multi-cause and mutually restrictive, and subtle adjustments may trigger chain reactions, such as the fine-tuning of burner parameters may lead to large fluctuations in kiln inlet temperature, so the parameter identification of rotary kilns especially requires the cooperation of the whole industry to tackle key problems.

2025-03-05 14:41:09

According to Xinhua News Agency, when referring to the in-depth promotion of the construction of a unified national market, Report on the Work of the Government said that we should speed up the establishment and improvement of basic institutional rules, break down local protection and market segmentation, break through the blockages that restrict the economic cycle in terms of market access, exit and factor allocation, and comprehensively rectify the "involution" competition.

2025-03-05 13:09:22

The difference between different cities is very significant. The demand for housing in first-tier cities such as Beijing, Shanghai, Guangzhou and Shenzhen and individual second-tier cities such as Hangzhou, Chengdu, Xi'an and Tianjin is relatively stable and abundant, the land market is active, the competition for high-quality land is fierce, and the land price remains high. But at the same time, the plots in the peripheral areas of these cities are still deserted, and they are generally sold at the bottom price or even unsold.

2025-03-04 10:11:46

Real estate enterprises are expected to be cautious, and a few enterprises are cautiously optimistic about the core cities and market segments. This expectation is based on multiple factors such as policy environment, market demand, financial pressure and land market differentiation. In the future, the market will show a pattern of differentiation, the core cities may take the lead in stabilizing, and other second-tier and third-tier and fourth-tier cities still need a long time to adjust. Housing enterprises will continue to adopt a prudent strategy, focusing on cash flow security and high-quality projects to cope with market uncertainty.

2025-03-03 11:36:38

In the current severe situation of the cement industry, enterprises can significantly improve the energy efficiency of the production line, reduce carbon emissions, enhance the competitiveness of enterprises in the market, and contribute to the green and sustainable development of the cement industry by implementing the above energy-saving and carbon-reducing transformation measures for the decomposition furnace and rotary kiln at a lower cost.

2025-03-03 09:28:58

China Cement Network Market Link shows that since February 19, domestic cement prices have witnessed a wide range of increases, ranging from 10 yuan/ton to 80 yuan/ton.

2025-02-28 09:36:15

According to the big data of China Cement Network, by the end of 2024, there were 1517 cement clinker production lines in China, with a total clinker production capacity of 1.793 billion tons. In terms of provinces, as the dominant cement production capacity in China, China Building Materials ranks first in clinker production capacity in 14 provincial administrative regions, and Jidong Cement ranks first in four provincial administrative regions.

2025-02-27 10:21:21

According to the tracking of China Cement Network Cement Big Data Research Institute, there are currently 15 production lines under construction in China, with a total capacity of about 23 million tons.

2025-02-27 09:21:49

Li Shifeng pointed out that facing the severe situation of the industry, the key to meet the current challenges is to practice internal skills, strengthen management and enhance their comprehensive competitiveness. Li Shifeng requests that all units should constantly absorb and learn from good experience and good practices, implement them in accordance with the actual situation, adhere to the "management + technology" two-wheel drive, and make every effort to promote new breakthroughs in all aspects of work.

2025-02-26 11:31:07

Despite the strong willingness of enterprises to raise prices, the recovery of market demand is relatively slow, and in some areas, even due to problems such as capital repayment, the construction site start-up rate is low, and the actual implementation remains to be further observed.

2025-02-26 09:27:50

2025 is not only the acceptance time of the phased goal, but also the connecting year for basically building a strong socialist modernization country. With the continuous release of reform dividends and the precise implementation of macro-control policies, China's economy is expected to achieve a qualitative and effective improvement in the dynamic balance. For the cement industry, grasping the strategic opportunities of new urbanization and the construction of a strong transportation country and deepening the structural reform of the supply side will be the key to breaking the situation.

2025-02-25 11:42:31

Is it normal for cement prices to fall in a wide range after the beginning of the year? Judging from the law over the years, the price callback at the beginning of spring is the norm of the industry.

2025-02-24 13:19:27

Show according to platform of relevant property right trade, many cement asset depreciate recently continue to make over.

2025-02-20 09:36:14

Intelligent transformation has become the key path for cement enterprises to stand out in the competition, and the only way for enterprises to achieve sustainable development and enhance their core competitiveness.

2025-02-19 10:03:05

2024年下半年开始,水泥行业在基于7月30日中共中央政治局会议精神,强化行业自律,防止“内卷式”恶性竞争,行业运行态势明显好于上半年。水泥行业从上半年亏损16亿元提升至全年盈利260亿元,虽然与行业正常盈利水平相差甚远,但足见“反内卷”的重要性。