severe economic environment, for cyclical industries such as cement, it is easy to get a general idea of the future market trend, so enterprises in the industry are playing a "clear card". In the short term, there are several forecasts of cement demand in the industry in 2030, which are between 1.3-1.8 billion tons. This data is not alarmist talk, the cake is getting smaller and smaller, how to divide it becomes a problem, so which enterprises may survive?
1. The market is always the key. In any case, only when cement is sold can it produce benefits. The market lies in the economy, and the economy lies in the population. Specific to cement demand, cement enterprises that are close to the core city circle or can effectively radiate the core city through convenient transportation conditions have significant advantages.
2. Mine resources bring natural competitiveness differences. In the final analysis, cement is a resource-consuming industry, so mines are considered to be the lifeline of cement enterprises.
3. Market coverage is particularly important
as a large industrial product, cement has always been a "short leg", so the regional characteristics are very obvious, but there is no lack of some special cases in the industry, relying on convenient transport conditions and freight transfer resources, greatly expanding the scope of market radiation. The best of them include Conch, Oriental Hope and so on.
4. Cost is the core
of winning competitive advantage. The core of market competition is always cost. There are many ways and channels for cement enterprises to reduce costs. In terms of
innate advantages, in addition to the mine conditions mentioned above, the size of the production line is as critical as the old and new. Usually, under the same conditions, the new production line has more competitive advantages than old production line, and the large production line has more competitive advantages than small production line.
The day after tomorrow, enterprises can reduce production costs in all aspects through continuous technological upgrading, reducing energy consumption, improving resource utilization, and reducing personnel input.
5. High asset-liability ratio will be very passive
. High asset-liability ratio not only means that enterprises need to bear high financial costs, but also means that enterprises lack confidence in market competition and are difficult to fight for a long time.
6. Environmental protection is a hard indicator
. Compared with the competitiveness of enterprises and other conditions, environmental protection requirements are hard indicators. Under the guidance of national policies, enterprises with low level of environmental protection governance not only face differences in policy support, but also may be shut down directly because of environmental protection problems.
7. Don't put all your eggs in one basket
. The demand trend of the cement industry has been relatively clear for a long time. In recent years, many cement enterprises have begun to make breakthroughs in the industries of aggregate, commercial mixing, new materials and environmental protection, and have made good profits. Which enterprise
do you think can break through the tight encirclement?