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. Yao Chengfu, general manager
of Xintai Cement (Hangzhou) Enterprise Operation Management Co., Ltd., said that the decline in demand is an indisputable fact, the next few years will be a period of accelerated decline, and it is impossible to go further. How to solve the dilemma?
Yao Chengfu said that capacity replacement is positive and effective, and contributes to cement, but at present, capacity replacement activates zombie capacity, and good things turn bad. From the point of view of the whole cement layout, the provinces are basically in a surplus stage, calling on the state to introduce a policy of stopping capacity replacement.
In addition, Yao Chengfu mentioned that another reason for the current predicament is the expansion of technological transformation. He estimated that the new capacity through the expansion of technological transformation is more than 300 million tons, which is more serious than capacity replacement and has a greater impact on the market.
For peak staggering production, Yao Chengfu said that the common market has different peak staggering production time, which is unfair.
Yao Chengfu suggested that in the short term, the common market should adopt rigid peak staggering production, such as production according to the approved production capacity. In the long run, to rationally reduce production capacity, the government supports the industry to set up a fund to reduce production capacity, establish a withdrawal compensation mechanism, and immediately establish industry confidence, which is difficult to implement without government intervention. In addition, Yao Chengfu called on large enterprises to lead the establishment of industry consensus.
