On March 28, the "Cement Economy 50 People Forum" hosted by China Cement Network was successfully held in Hangzhou. The theme of the forum was: Understanding the Changing Situation, Solving the Difficult Situation and Seeking Development. He Kunhuang, director and general manager of
Guangdong Tapai Group Co., Ltd., said that the industry situation this year may be more difficult than last year. On the one hand, there is no sign of a rebound in real estate; on the other hand, affected by debt, some government infrastructure investment has been affected. In the long run, the demand for cement is likely to decrease in the next decade.
In view of the current industry situation, He Kunhuang put forward three views:
1. In recent years, Guangdong Tapai has continuously improved the competitiveness of enterprises through green upgrading, collaborative disposal, energy saving and consumption reduction, etc. However, from the perspective of the whole industry, the competitiveness difference will not be particularly large. At present, affected by the decline in demand, the implementation of off-peak production is becoming more and more difficult, but there is no better way to alleviate the problem of overcapacity than off-peak production. It is suggested that the competent government departments should issue peak-staggering production documents so as to ensure the strength and seriousness of the implementation. In the short term of
2、, the recovery of the industry depends on the staggered peak production. In the long run, it is necessary to eliminate the backward production capacity. The survival of the fittest is the unchanged direction, which is conducive to the healthy development of the industry. It is suggested that the competent government departments introduce more policies to eliminate the overcapacity, such as energy consumption and carbon emissions. Strengthen relevant standards and assessment, and eliminate some backward production capacity. The
3、 industry should rationally understand the regional market competition, not over-interpret and exaggerate the contradictions between large enterprises, which will have a negative impact on the industry.
