"In 2022, Guangdong's output decreased by 20% compared with the same period last year, and its profits fell sharply, which is worse than national level." He Kunhuang, general manager of Tapai Group, said at the "50 people in the cement economy" forum held on March 14 that the current situation in the cement industry is not optimistic.
He Kunhuang pointed out that at present, governments at all levels are going all out to fight for the economy and promote development, and China's economic recovery can be expected in the future, but the situation of the cement industry is still not optimistic.
First, the production capacity is still increasing, especially in Guangxi, and the production capacity has been put into operation in the past two months; second, the demand has recovered, but due to the decline in real estate investment and other factors, the overall demand for cement is irreversible, and the cement industry has a serious overcapacity.
He Kunhuang believes that the cement industry needs to do the following three things to cope with the current situation:
1. Capacity is the key. 1. The industry should strive to urge the competent authorities to introduce more policies related to environmental protection and energy consumption to eliminate backward production capacity;
2. In a short period of time, it is still necessary to stabilize the industry situation through off-peak production and industry coordinated production reduction;
3. Only by promoting green low-carbon transformation and digital intelligent upgrading can sustainable development of cement industry be realized.
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