Cement Economy 50 People Forum | Lv Zhijian: Staggered Peak Production Is the Current Way

2024-03-28 18:58:59

Two-pronged approach, two-wheel drive, based on the present, look forward to the future.

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.

At the meeting, Lv Zhijian, president of Xinjiang Building Materials Industry Association, pointed out that in the face of the current grim situation in the industry, the first is to firmly stagger peak production, and the second is to clarify how to implement staggered peak production. In terms of

firm peak-staggering production, Lv Zhijian said that the government should guide and promote it, the association should build a platform, large enterprises should carry the flag, and all enterprises should participate in it. Xinjiang was the first to practice and explore peak staggering production, and has been making unremitting efforts for eight years, gradually and accurately advancing. Up to now, the whole industry has benefited from off-peak production. In the case of serious overcapacity, the whole industry has developed steadily and healthily, without any loss-making enterprises, which ensures that the government has tax revenue, enterprises have profits, employees have stable income and employment is guaranteed. It has made important contributions to the overall goal of social stability and long-term stability in Xinjiang.

For the industry how to get out of the predicament and seek development, Lv Zhijian suggested: based on the current stable survival, firm confidence in the future. Deal with two relationships: the relationship between the present and the long-term, and the relationship between the symptoms and the root causes. Achieve two-pronged approach and two-wheel drive. The

1、 will unswervingly implement the most effective peak-staggering policy at present, and effectively implement the peak-staggering production government from the three levels of enterprises, trade associations and relevant government departments. Especially in the areas where many provinces and cities intersect, it is difficult to coordinate only by enterprises and provincial and municipal associations, so it is necessary for the competent departments of many provinces and municipalities to reach a consensus and jointly promote it.

2、 have accelerated the introduction of policies and measures to effectively reduce production capacity.

Lu Zhijian pointed out that Xinjiang cement enterprises, especially several leading enterprises, have taken the initiative to increase investment in technological transformation, energy saving and emission reduction equipment renewal, environmental protection and other aspects in recent years because they have benefited from peak staggering production and made profits year after year. It has laid a solid foundation for the state to introduce the policy of eliminating backward production capacity.

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Correlation

Under the background of such a complex and severe cement market, how can the cement industry survive and develop next? The participants had a heated discussion.

2024-03-28 21:39:54

Qiao Longde, former president of China Building Materials Federation, congratulated the convening of the "50 People Forum on Cement Economy" and hoped that the platform would continue for a long time, become better and better, become well-known and help the industry solve practical problems.

2024-03-28 19:32:47

Cement enterprises should have a rational understanding of the current situation and make rational decisions, but more importantly, they should have the following tenacity: first, they should have the tenacity to reduce production capacity through the two-wheel drive of policy and market, and cancel the replacement of production capacity in other places; second, they should have the tenacity to continuously improve the concentration of the industry, and third, they should have the tenacity to adhere to transformation and upgrading.

2024-03-28 19:15:44

Two-pronged approach, two-wheel drive, based on the present, look forward to the future.

2024-03-28 18:58:59

Pan Zhonghong, deputy general manager of Anhui Conch Cement Co., Ltd., said that the current situation of the industry is very anxious and we do not want to see it. The serious overcapacity and the sharp decline in demand have further intensified the contradictions in the industry.

2024-03-28 18:49:53

Liu Zonghu believes that the trend of continuous decline in cement demand can not be changed, the market rebound driven by demand will never return, the situation of serious overcapacity will not change in the short and medium term, industry concentration is not achieved overnight, through compulsory capacity removal, joint restructuring, elimination of backward capacity, can not be solved in a short time.

2024-03-28 18:42:23

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.

2024-03-28 18:31:57

The realization of economic benefits by enterprises is the basis for the industry to achieve high-quality development.

2024-03-28 18:06:16

Chen Zhongsheng stressed that we should work together to maintain the industry ecology, so as to ensure the survival of each enterprise, and then to have the quality of life of employees. Shanshui Group will always be the defender and practitioner of the healthy ecology of the industry.

2024-03-28 18:00:03

Li Wei, vice president of China Resources Building Materials Technology Holdings Limited, said at the meeting that the industry situation this year will be more severe than last year. In terms of infrastructure construction, due to debt factors, the progress of infrastructure projects has slowed down significantly, which was not expected by the industry last year. In terms of real estate, the effect of the current stimulus policy is not obvious, and the confidence of the real estate industry is still insufficient.

2024-03-28 17:34:18

Zhang Zhenkun also said that the next step will be the transition period of cement enterprises, which belongs to the second venture of the cement industry.

2024-03-28 17:30:14

Now the era of rapid development of the cement industry is over.

2024-03-28 17:22:26

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.

2024-03-28 16:47:32

Wei Huashan, chairman of Queshi Cement Group Co., Ltd., said that Hubei is located in the middle and lower reaches of the Yangtze River, with unique geographical advantages, strong market liquidity and convenient access.

2024-03-28 16:33:34

Looking ahead to 2024, the market challenges will be more severe.

2024-03-28 16:32:35

Wang Rui said that small enterprises should not have the mentality of "four or two sets of kilograms" to disrupt other people's markets, while large enterprises should shoulder the leading role of regional markets and maintain a good market situation. What we should compare is not sales volume but profit, and we should guide sales in this way.

2024-03-28 16:09:20

Zhuge Wenda said that the current industry view is that backward production capacity should be eliminated through price war, but this idea is unrealistic. If less than 4000 tons is regarded as backward production capacity, then after these years of capacity replacement, there is not much backward production capacity, and the industry is ultimately the competition between advanced production capacity and advanced production capacity.

2024-03-28 15:38:34