Famous experts and experts gathered to express their views from different perspectives. China Cement Network recently opened a column entitled "Talking about Cement Cold and Warm", interviewing many enterprise leaders and industry experts in the cement industry. This issue invites Wu Guoqiang, chairman of Huizhou Luofushan Cement Group Co., Ltd.
Wu Guoqiang pointed out that the main reason for the recent slight rise in cement prices in Guangdong is that since the first half of this year, the Guangdong market has suffered from internal and external troubles, prices have fallen again and again, and cement manufacturers have a strong willingness to raise prices.
At present, the cement market situation in Guangdong and Guangxi is still grim. "Now the market does not allow full-load production, last year's output was about 4 million tons, this year is estimated to be a little worse than last year." Wu Guoqiang introduced. According to
Wu Guoqiang's analysis, there are three main reasons for the low market demand.
First, the real estate situation is sluggish. At present, there are very few new projects in Guangdong, most of which are guaranteed delivery projects, and the consumption of cement is limited.
Second, foreign cement occupies the Guangdong market. Since this year, a large number of new production capacity in Guangxi has increased its production capacity in order to ensure cash flow and seize market share, which has caused a great impact on the Guangdong market.
Third, the problem of overcapacity is becoming more and more serious. New production capacity in some areas is still being put into operation, and some enterprises have revived many "zombie production capacity" through capacity replacement.
Wu Guoqiang suggested that the policy of stopping production and replacing energy should be called. The cement industry has entered the era of serious overcapacity, and the problem of overcapacity in the whole country is very serious. Capacity replacement has not really solved the problem of overcapacity in the industry, and even allowed a large number of zombie capacity and backward capacity to turn into advanced capacity with the help of capacity replacement.
In view of the follow-up cement market, Wu Guoqiang pointed out that the economy is cyclical , although the market in the next two years is estimated to be unable to return to the previous good time, but it is impossible to continue to be bad. Cement enterprises should strengthen confidence, strengthen management, reduce costs and increase efficiency.
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