Cement Network Video: Lao Ma said that in the fifth phase of cement, does capacity replacement aggravate the problem of overcapacity?

2024-07-31 16:30:00

Ma Weiping appealed that the cement industry should cancel the capacity replacement policy.

Recently, China Cement Network communicated with Dr. Ma Weiping (a former senior executive of Lafarge, Holcim, Italian Cement Western Cement and other groups). Ma Weiping said that the purpose of capacity replacement is to resolve the contradiction between supply and demand, but the result is just the opposite. Why?

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Correlation

CEMPI

133.85

0 0%

CONCPI

112.35

-0.15 -0.13%

CLKPI

141.95

0.00 0.00%

SPPI

50.58

-0.05 -0.10%

MORPI

80.53

+0.10 +0.12%

Cement Net Exclusive: Announced the Utilization Rate of Clinker Production Capacity in Each Province! Which province is the lowest?

According to the tracking situation of China Cement Network, the situation of cement industry in 2024 will be more severe, and the utilization rate of production capacity will further decline. Especially in Henan and Tianjin, the utilization rate of clinker production capacity has been less than 50% in 2023, and this situation will probably continue in 2024.