"Similar to the cement industry, the concrete industry can not see the light at present." A few days ago, the relevant person in charge of the concrete head enterprise said in the exchange.
The person in charge said frankly that the overcapacity of the concrete industry is more serious and the market competition is more intense . Although the sales of concrete in January-February increased year on year, the profit of the enterprise declined sharply.
For a long time, China's concrete industry has shown the characteristics of a large number of enterprises, small scale and low industry concentration. Relevant data show that from 2013 to 2020, the overall capacity utilization rate of commercial concrete enterprises in China is between 30% and 40%, and the overall capacity utilization rate of the industry is low. According to the analysis of Cement Big Data Research Institute of
China Cement Network, the decline of concrete market demand in 2023 is still the core issue, the decline of price with volume drags down the industry revenue, the profit base further shrinks, and the total profit decreases significantly. According to the total data, in 2023, the main business income of Industrial Enterprises above the scale of concrete and cement products industry is expected to reach about 1.5 trillion yuan, with a year-on-year decline of nearly 24%, and the total profit of the industry is expected to be about 46 billion yuan, with a year-on-year decline of nearly 39%.
"Cement accounts for about 35% of the cost of concrete." The person in charge believes that the continued decline in cement prices is good for the concrete industry in the short term, because it can reduce production costs, but in the long run, it is not conducive to concrete head enterprises, because when the cement market price is running at a high level. The leading concrete enterprises can obtain the supply of cement at a relatively low price by virtue of their scale advantage and good supply chain relationship. However, when the market price of cement falls close to the cost line, the cost of purchasing cement tends to be the same for both large and small concrete enterprises, and there is no longer a significant difference in purchasing cost as in the period of high price. "Our comparative advantage will be smaller and smaller." The person in charge said.
In addition, it should be noted that as a basic building material, the demand for commercial concrete is directly affected by downstream infrastructure construction, industrial facilities construction and civil construction. From a certain point of view, the concrete industry can feel the "chill" of the downward demand more directly than the cement industry.
"Demand is declining, the industry is in a downturn, our large enterprises because of the size, scale and other factors, the development of enterprises can not be at any time'turn the direction '." The person in charge hopes that the more severe the situation is, the more important it is to strengthen the linkage between upstream and downstream cement, concrete and other industrial chains for common development. What will be the development trend of concrete industry in
2024? What challenges will it face? 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 explore the new development trend of cement, concrete, aggregate and other industries in the future, and work together to create the future!
