Think of change in the face of danger and seek common development! How to break through the cement industry in 2024?

2024-04-02 17:13:02

At present, the cement industry is facing serious internal and external troubles, which can be said to be "the autumn of life and death".

The

cement industry has serious overcapacity, the impact of off-peak production on the supply side has declined significantly, the "competition and cooperation relationship" formed over the years has broken down, and the pressure on the industry has doubled. At present, the cement industry is facing serious internal and external troubles, which can be said to be "the autumn of life and death".

In this context, the "2024 China Cement Industry Summit and TOP100 Award Ceremony" hosted by China Cement Network was held in Hangzhou from March 28 to 29, 2024, and the "Cement Economy 50 Forum" was also held at the same time. Qiao Longde, former president of China Building Material Federation,

Lu Yanchun, director of the Price, Cost and Certification Center of the National Development and Reform Commission, and

Xiao Jiaxiang, executive chairman of China Cement Association, were invited to the

conference with the theme of "recognizing changes, solving difficulties and seeking development"; Zhang Liqun, Research Fellow, Macroeconomic Research Department, Development Research Center of

the State Council;

Pan Zhonghong, Deputy General Manager of Anhui Conch Cement Co., Ltd.;

Chen Jinliang, General Manager of China Railway Material Trade Group Co., Ltd.; Lv Zhijian, President of

Xinjiang Building Material Industry Association;

Wang Aizhen, President of Henan Building Material Industry Association;

Ma Weiping, former Chairman and President of Yaobai Special Cement Group Co., Ltd.; Zhang Zhenkun, Chairman of

China Cement Network Council and CEO of Asia Cement (China) Holding Company;

Ding Junfeng, Chairman of China Cement Network Council and General Manager of Tianrui Cement Group Co., Ltd.; Yang Dan, Chairman of

China Cement Network Council and General Manager of China Gezhouba Group Cement Co., Ltd.;

Chen Zhongsheng, Chairman of China Cement Network Council and Vice President of Shandong Shanshui Cement Group Co., Ltd.; Chairman of

China Cement Network Council,

, pointed out that in the past, the domestic economic development model. The traditional material industry represented by cement is the vanguard, but the current economic pattern has undergone fundamental changes. The previous domestic economic development model has become a high-tech, high-quality, innovation-driven, digital and intelligent new economic model, and the driving force of national economic development has changed. Facing the change of economic situation, the cement industry should build a new pattern with new ideas.

Yaobo Special Cement Group Co., Ltd., also expressed the same view. It said cement demand would fall to about a third of its current level, or about 1 billion tons, in 10 years.

, said in the report "Current Situation and Future Development of the Real Estate Industry". It is expected that the scale of the industry will decline again in 2024, the sales of commercial housing will decrease by about 5%, the new housing construction area will decrease by 15% -20%, and the completed housing area will increase by 5% -10%. The total scale will stabilize in the next three years, about 800 million in 2026, and the increment will still reach 7-9 billion in the next ten years.

Under the circumstances of overcapacity, insufficient demand, intensified competition among enterprises and serious decline in industry efficiency, how should cement colleagues face it? Ccement. Com/richtext/IMG/unmz7k0j0pj1712049044540. Liu Zonghu, member of the Party Committee and vice president of China Building Material Tianshan Material, said that the government had issued relevant restraint policies, strengthened the assessment of energy consumption double control, carbon indicators and other related standards, and eliminated some backward production capacity. Wang Rui, Vice Chairman and Secretary of the General Party Branch

of Yaobai Special Cement Group Co., Ltd., 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. Wu Shufang, Building Materials Trade Department of

Hubei Century Xinfeng < a href = "https://price.ccement.com/brandnewslist-1-1000058.

" Oriental Hope Group Co., Ltd. The overcapacity of electrolytic aluminum industry is also serious, but under the effective industry synergy, the price of electrolytic aluminum is relatively stable, and the development momentum of the industry is good. The cement industry can learn from the synergy experience of these industries and work together to get out of the current market dilemma.

At the same time, off-peak production is still one of the effective means to alleviate the situation of the industry in the short term. He Kunhuang, director and general manager of Guangdong Tapai Group Co., Ltd., said that 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. Not only should cement enterprises continue to firmly implement peak staggering production, but also government departments should constantly optimize peak staggering production policies to ensure the supervision and seriousness of implementation.

Resolving overcapacity, strictly controlling energy consumption and assessing carbon emission standards are important prerequisites for the long-term healthy development of the industry. Yao Chengfu, general manager of Xintai Cement (Hangzhou) Enterprise Operation Management Co., Ltd., said that he called on the cement industry to stop expanding production capacity by means of capacity replacement, technological transformation and expansion.

Qiao Longde pointed out in the exchange that in the face of changes in the economic situation, the cement industry should build a new pattern with new ideas. Past practice has proved that digitalization and intellectualization have become a powerful tool for the cement industry to meet market challenges and achieve high-quality development.

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Furthermore, Many leading experts in the industry also made suggestions on carbon emission reduction methods in the cement industry. Ba Taibin, senior consultant of China Cement Network and professor-level senior engineer of Zhengzhou Tonghui Design Institute, said that how to formulate scientific and reasonable emission indicators and select appropriate pollution control technologies are two core issues to be solved urgently in the whole industry, and pointed out that the popularization and application of deep out-of-stock technology at the source is urgent. Wang Dongmin, Dean, Professor and Doctoral Tutor of the Institute of Concrete and Environmental Materials, China University of Mining and Technology (Beijing), put forward two technical approaches of improving and subverting low-carbon cement.Tao Congxi, chief expert and professor-level senior engineer of

China Resources Building Materials Technology Holdings Co., Ltd., proposed that cement enterprises should continue to carry out energy efficiency improvement of process equipment, application of alternative raw material and fuel technology, research and application of clean energy, focus on carbon utilization (CCUS) in the medium and long term, and complement each other with a variety of energy saving, emission reduction and carbon reduction technologies to achieve carbon neutralization planning in the cement industry.

Cement enterprises should not only insist on transformation and upgrading, upgrade technology in digital, low-carbon and green development, but also insist on innovation and development, extend the industrial chain, continuously promote the integration and development of the industry, and ultimately achieve high-quality development of the cement industry.

In recent years, large-scale building materials, cement, engineering, concrete and other upstream and downstream industries have been cooperating more and more closely. In particular, the integration trend of the traditional building materials industry chain of cement-commercial mix-aggregate is obvious, and engineering units, ports and wharfs are gradually joining in. Liu Xiaodan, a researcher at the Cement Big Data Research Institute, said that in 2023, 39 new aggregates were put into production, with a production capacity of 243 million tons, down 57.61% from the same period last year. 187 aggregates were planned to be built, with a scale of 764 million, down 45% from the same period last year. He predicted that the blue ocean market of high-end fine aggregates would continue to strengthen in the future.

Facing internal and external pressures, the cement industry must be bold in innovation and actively respond to challenges. It is believed that with the efforts of all colleagues in the industry, China's cement industry will break through hand in hand, rebirth in the throes of nirvana, find vitality in this "critical autumn of survival", and ultimately achieve high-quality and sustainable development of the industry.

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Since the 21st, some major manufacturers in Zhanjiang, Maoming, Yangjiang and Yunfu in western Guangdong have again notified an increase in cement prices by 30 yuan/ton, and the specific implementation remains to be observed.