"In 2022, everyone's situation is very similar, the output is only about 10% lower, but everyone's performance is generally about 60% lower, this situation is their own reason." On March 14, the market leader of a leading cement enterprise sighed at the forum of "50 people in cement economy".
2022 is the most difficult year for the cement industry, and the performance growth of cement enterprises has generally declined sharply. Despite the impact of the epidemic, international friction and other factors, the main problem is that the supply side work has not been done well.
Talking about the future cement market, the attitude of the person in charge is more optimistic. He believes that the demand in 2023 will not be worse than that in 2022, and the country's economic situation is also improving. In the next two years, there is no need to worry too much about the downward demand for cement. During the 14th Five-Year Plan period, the demand for cement will fluctuate around 2 billion tons.
The person in charge said that the most difficult period for the cement industry is 2022, which has passed. At the new juncture, colleagues in the cement industry should seek consensus.
First, we should firmly establish the concept of demand-oriented. Cement industry overcapacity situation is still very serious, supply must be demand-oriented, each region should be adjusted according to regional conditions, each region should do a good job in the supply and demand relationship of the region, do a good job in the design of supply.
The second is to establish the concept of price, cost and profit. As a business, it is immoral not to make money.
"Cement industry is a cyclical industry, now Japan's cement price curve is very flat, can our cement industry also make the price flat, make cement into a de-cyclical industry?" The person in charge put forward his own ideas and expectations for the industry.
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