In 2023, due to the lack of market confidence and the deep adjustment of real estate, the competition among cement enterprises became more intense, and the benefits of the industry continued to shrink. The annual output of the cement industry decreased by 5%, the revenue decreased by 21.5%, and the total profit was only 30 billion yuan, a year-on-year decline of more than 53%.
In 2024, the contradiction between supply and demand in the cement industry is becoming more and more serious, and the battle of "grabbing share" among major cement enterprises is imminent, and the national situation is more complex and pessimistic. In this context, how to grasp the macroeconomic trend of China in 2024 in time, identify the "pain point" to reduce the cost of enterprises, find the way to survive in the downward demand, and understand the changing market situation has become a major concern of the industry!
On this occasion, on March 28-29, China Cement Network will hold the " 13th China Cement Industry Summit and TOP100 Award Ceremony " in Hangzhou, during which awards will be given to top 100 cement and supplier enterprises, and experts and scholars will be invited. China Railway and other construction units jointly discuss the new development trend of the cement industry in the future, and work together to create the future!
Highlight 1: Discussion on
the supply-demand relationship and market trend of the cement industry in 2024 After years of high plateau, the cement industry has shown an obvious "chill" in the past two years due to factors such as overcapacity, low demand, cost pressure and intensified competition. In 2023, the cement industry continued to decline in 2022, the industry profit contracted sharply, the total profit fell 54.8% year-on-year, only 30 billion, the loss of enterprises expanded, and the survival and development of small and medium-sized enterprises were facing major challenges. Can the supply and demand of cement industry improve in 2024? Can prices be boosted? How will enterprises break the situation? These answers will be revealed at this conference.
Highlight 2: Opening up the production and marketing channels of cement and other building materials products to promote the upstream and downstream supply and demand docking
of the industrial chain At present, the contradiction between supply and demand in the cement industry is prominent, and the market information is complex. In order to help construction enterprises find the best source of cement and other building materials procurement, screen high-quality suppliers, help enterprises reduce procurement costs and improve procurement efficiency, and also broaden sales channels for cement and other building materials enterprises, reduce sales pressure. The summit specially invited China Railway Construction, China Railway, China Communications Group and other construction units to discuss the new development trend of the cement industry in the future, and to work together to create the future.
Highlight 3: Macroeconomic Situation and Policy Analysis
in 2024 In January 2024, the State Council issued the Measures for Classifying and Strengthening the Management of Government Investment Projects in Key Provinces (Trial) (Guo Ban Fa [2023] No.47, referred to as No.47). Tianjin, Inner Mongolia, Liaoning, Jilin, Heilongjiang, Guangxi, Chongqing, Guizhou, Yunnan, Gansu, Qinghai and Ningxia are 12 provinces with high debt. Except for basic livelihood projects such as water supply, heating and power supply, no new projects should be started at the provincial or municipal level in 2024. These 12 high-risk debt provinces should suspend infrastructure projects in an all-round way. The real estate industry continues to cool down, and infrastructure projects are facing a new "big test", how to support the demand for cement? It deserves the attention of the industry.
Highlight 4: How can Cement Enterprises Take the Road of "Double Carbon" Transformation? The Interim Regulations on the Management of
Carbon Emission Trading have been adopted by the 23rd Standing Meeting of the State Council on January 5, 2024, and will come into effect on May 1, 2024. For the cement industry with large carbon emissions, carbon reduction is an imminent "battle", especially in the current complex and severe market, how to balance the effect of carbon reduction and enterprise efficiency has become the focus of the industry. In addition, the challenges faced by cement enterprises in the process of carbon reduction are multifaceted, covering many dimensions such as technology, economy, policy, market and so on. Comprehensive measures and multi-party cooperation are needed to effectively promote green and low-carbon transformation.
Highlight 5: Discussion on
the Development Trend of Aggregate, Concrete and Other Industrial Chain Extension Areas As an important part of concrete and infrastructure construction, the business income of aggregate has become a life buoy for many cement enterprises in the downturn of the cement market. However, like the excessive expansion and overcapacity experienced by the cement industry, with more and more cement enterprises pouring into the aggregate market, the capacity of the aggregate industry is likely to expand rapidly in the short term, resulting in a serious imbalance between supply and demand of the aggregate industry, which is already facing overcapacity. What is the trend of the follow-up aggregate and concrete industry? How long can the cement industry "survive"?
Highlight 6: Exchange
of the latest energy-saving and environmental protection technology solutions in the cement industry In recent years, in the context of the era of green development, a large number of advanced energy-saving and environmental protection technology solutions have emerged in the cement industry, helping cement enterprises to continuously create good results in reducing energy consumption and pollutant emissions. Nowadays, facing the decline of market demand and the pressure of industrial upgrading, the cement industry needs to constantly find new technological breakthroughs in the field of energy conservation and environmental protection. In this conference, experts from various cement related fields will bring the most cutting-edge technical solutions to help the cement industry develop with high quality. The first grand meeting of the
cement industry will be held soon! The heart is not as good as action, hurry to sign up!
