"There will be no peace if production capacity does not go." Recently, Gao Dengbang, president of China Cement Association, said publicly.
Gao Dengbang pointed out that the current "double carbon" goal has been related to millions of households, especially for the cement industry with large carbon emissions, carbon reduction is the "lifeline" of cement enterprises.
Now the situation of cement industry is grim, how should we look at it? Gao Dengbang said that overcapacity exists for a long time. Whether the annual output of cement is 2.5 billion tons at the highest level or the annual output of cement falls back to about 2 billion tons at present, the cement industry has overcapacity. We need to dialectically look at the problem of overcapacity of cement, which is the inevitable result of economic development. Therefore, the cement industry can not push all the problems such as the current market downturn and price slump to "overcapacity".
At present, the price decline in the cement industry far exceeds the decline in production, because the cement enterprises themselves have not done a good job, which is a downturn caused by the practice of "Zhang San beating Li Si, Li Si beating Wang Er".
Gao Dengbang stressed that the cement industry should look at the current situation calmly, rationally and rationally, and not complain or complain. We should rationally look at the problem of overcapacity, but at the same time, we should also realize that the "root" of the problem in the cement industry lies in the removal of production capacity, which will never be peaceful. How to reduce production capacity? Various indicators such as ultra-low emissions and unit carbon emissions can be used to reduce production by market behavior, and then to reduce production capacity.