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. Qiao Longde, former President of
China Building Materials Federation;
Xiao Jiaxiang, Executive Chairman of China Cement Association;
Zhang Liqun, Researcher of Development Research Center of the State Council;
Liu Zonghu, Member of the Party Committee and Vice President of China Building Materials Tianshan Materials; Pan Zhonghong, Vice President of
Anhui Conch Cement Co., Ltd.;
Li Wei, Vice President of China Resources Building Materials Technology Holdings Co., Ltd.;
Zhang Zhenkun, CEO of Asia Cement (China) Holdings Co., Ltd.; Yang Dan, Deputy Party Secretary and General Manager of
China Gezhouba Group Cement Co., Ltd.;
Lv Zhijian, President of Xinjiang Building Material Industry Association;
Wang Aizhen, President of Henan Building Material Industry Association; He Kunhuang, Director and General Manager of
Guangdong Tapai Group Co., Ltd.;
Ding Junfeng, General Manager of Tianrui Cement Group Co., Ltd.;
Wei Huashan, Chairman of Queshi Cement Group Co., Ltd.; Yao Chengfu, General Manager
of Xintai Cement (Hangzhou) Enterprise Operation Management Co., Ltd.;
Zhuge Wenda, Chairman of Hubei Century Xinfeng Leishan Cement Co., Ltd.;
Xu Li, Deputy General Manager of Tangshan Jidong Cement Co., Ltd.; Guo Shiqing, Marketing Director
of Huaxin Cement Co., Ltd.;
Wu Shufang, Building Material Trade Department of Oriental Hope Group Co., Ltd.;
Ma Weiping, former Chairman and President of Yaobai Special Cement Group Co., Ltd.; Wang Rui, Vice Chairman and General Party Branch Secretary
of Yaobai Special Cement Group Co., Ltd.;
Zhang Zonghui, Party Committee Secretary and Chairman of Shandong Quanxing Energy Group Co., Ltd.;
Zhang Jian, General Manager of Marketing Department of Hongshi Holding Group Co., Ltd.; Chen Zhongsheng, Vice President of
Shandong Shanshui Cement Group Co., Ltd.;
Yu Pingfeng, Vice President of Gansu Shangfeng Cement Co., Ltd.;
Yu Jianhong, General Manager of Zhejiang Jianfeng Group Co., Ltd.; Zhang Bailing, Executive Vice President of
Shaanxi Shengwei Building Materials Group Co., Ltd.;
Shi Yantian, President of Heilongjiang Cement Association;
Kuang Hong, Executive Vice President and Secretary-General of Shanghai Cement Industry Association;
Lai Guanghui, Secretary-General of Guangxi Cement Association;
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Forum" is chaired by Shao Jun, Chairman of China Cement Network.
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Shao Jun said in his opening remarks that In 2023, the national cement output was 2.023 billion tons, with a year-on-year decrease of 5%; the national < a href = "https://price.ccement.2023" annual total profit of enterprises in the whole industry was only 32 billion yuan, with a year-on-year decrease of more than 50%. If the business income of aggregate, overseas, environmental protection and investment is deducted, the profit of the industry is very small. At present, the cement industry is facing serious internal and external troubles, which can be said to be "the autumn of this crisis".
Under the background of such a complex and severe cement market, how can the cement industry survive and develop next?
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Xiao Jiaxiang said that cement enterprises should rationally recognize the current situation and make rational decisions, but more importantly, they should be resilient: First, they should firmly reduce production capacity through policy and market two-wheel drive and cancel the replacement of production capacity in other places; Second, it is necessary to have the resilience to continuously improve the concentration of the industry, and third, it is necessary to have the resilience to persist in transformation and upgrading.
For the current market situation, Pan Zhonghong gave the following suggestions : first, off-peak production to solve the problem of capacity; second, strictly prohibit new capacity; third, reduce expectations, it is difficult to go back to the era of high profits, so we should look at the market with normal thinking.
Zhuge Wenda pointed out that the cement industry will eventually move towards "harmony". Large enterprises should not think about price war, but should take advantage of the relatively cheap assets, acquire, integrate and shut down part of the production capacity, integrate the market structure, compete in an orderly manner, and realize the reasonable value of the industry.
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.
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one." We should have a rational understanding of the industry situation. The downward trend of cement demand cannot be reversed. Ten years later, the probability of cement demand will decline to about 1 billion tons. The cement industry should actively learn from the experience and practices of foreign cement industry.
Two Price war can not solve the current predicament. The idea of eliminating backward production capacity through price war is unrealistic and will only lead to a lose-lose situation. 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 work together to maintain a good market situation.
Three We must firmly implement peak staggering production. Although the implementation of off-peak production is becoming more and more difficult, there is no better way to alleviate the contradiction between supply and demand than off-peak production. Cement enterprises should continue to firmly implement off-peak production, and constantly optimize the off-peak production policy and strengthen supervision.
Four We must continue to make unremitting efforts to reduce production capacity. Over capacity has been restricting the healthy development of the cement industry. On the one hand, the cement industry should strictly prohibit new additions and expansion of production capacity in the name of technological transformation. On the other hand, through the two-wheel drive of market and policy, it should strengthen the assessment of energy consumption control, carbon indicators and other related standards, eliminate some backward production capacity and optimize the industrial layout.
Five We must persist in transformation and upgrading. In terms of digital, low-carbon and green development, cement enterprises should adhere to innovation-driven, make great efforts to continuously promote the transformation and upgrading of the industry, and ultimately achieve high-quality development of the cement industry.
