Xi Jinping, presiding over the 17th collective study of the Political Bureau of the CPC Central Committee on building a strong cultural country, stressed that we should anchor the strategic goal of building a strong cultural country in 2035, adhere to the fundamental guiding ideology of Marxism, root in the broad and profound Chinese civilization, and conform to the trend of information technology development. The socialist culture with Chinese characteristics in the new era with strong ideological leadership, spiritual cohesion, value appeal and international influence will constantly strengthen the people's spiritual strength and lay a solid cultural foundation for the construction of a strong country and national rejuvenation. China Cement Association 2024 Corporate Culture Seminar pointed out that we should follow the requirements of the Party Central Committee, carry forward the advanced corporate culture, innovate the advanced industry culture, establish the common values of the industry, strengthen industry self-discipline, and contribute to the structural reform of the supply side of the industry and the green, low-carbon and high-quality development of the industry. The cement industry in Sichuan Province is in a specific historical stage of development, and it is the glorious mission and common aspiration of the majority of cement workers to innovate the cement industry culture and promote the healthy development of the industry.
1. Current situation
of the industry (1) Basic situation
The cement industry in Sichuan Province has achieved great development and great leap forward on the basis of following and catching up. Reconstruction after the disaster in 2008, promote (II) Main features 1. The whole industry adopts the new dry rotary kiln technology, and 80% of the enterprises are equipped with waste heat power generation systems; strengthen technical transformation, continuously optimize design, upgrade equipment, save energy and reduce emissions, and enhance industrial functions such as product manufacturing, collaborative disposal, comprehensive utilization and carbon dioxide emission reduction; The investment in pollutant treatment facilities was increased, the level of pollution control was significantly improved, and the emission of waste gas, waste water and solid waste was up to the standard; the management of energy consumption was strengthened, the energy consumption per unit product was continuously reduced, and some enterprises reached the advanced level. 2. The clinker
3. Staggered peak production, energy saving and emission reduction, and resolving overcapacity have become important tasks in the industry. The Notice on Seasonal Peak-Staggered Production in Cement Industry (No.48, 2016) has become the first peak-staggered production document in the Yangtze River and the region south of the Yangtze River. The Notice on Further Improving the Normalized Peak-Staggered Production of Cement in Sichuan-Chongqing Region (Chuan Jing Xin Material [2023] No.183) became the first peak-staggered production document jointly issued by the two provinces and cities in China.
(III) Difficulties and challenges
1. The cement industry has entered the late stage of platform decline, the supporting role of national macroeconomic policies is limited, the pulling role of fixed investment and real estate is gradually weakening, coupled with the improvement of production efficiency caused by enterprise technological transformation, the contradiction between market demand and supply is more prominent. Under the background of insufficient demand, the contradiction of excess capacity in the industry is more prominent, and the utilization rate of clinker capacity has historically dropped to 80% according to the approved capacity.
2. "Involution" vicious competition seriously affects the development of high quality. The industry self-discipline advocated by the Cement Association is weakened, and the motive force for high-quality development of enterprises is weakened, which reflects that the cultural connotation of the cement industry is not perfect. One is to produce "involution". Highlighting the production output and weakening the development quality; the production capacity is polarized, the production capacity of individual enterprises is as high as 70%, and the production capacity of individual enterprises is less than 40%. Second, the market "involution". When the industry market is weak and the overall demand is declining, they always emphasize their own sales and share, without considering the impact of the overall decline in market demand on their respective sales. Some enterprises do not abide by the market rules, act in public but not in private, seize by trickery and plunder, fight openly and secretly, act wantonly, sell at low prices to other core markets of the same industry, maliciously compete for customers, and blindly pursue market share. Third, the operation of "involution". For the sake of their own interests, cement enterprises seriously deviate from the government's policy of steady growth and promoting efficiency, and some enterprises compete viciously with "no loss of cash flow". The 10% drop in market demand in the cement industry has led to a cliff-like slump in benefits, which fully proves that the industry is very fragile.
2. Analysis
of problems (I) Main problems
1. The overall market demand is weakening, the peak season is not strong, and the off-season is weaker. The cement industry has a serious lack of confidence due to the impact of the increased release of production capacity caused by the inadequate peak staggering of some enterprises. In some areas, high inventory leads to disorderly competition. In 2023, the utilization rate of clinker production capacity was calculated according to the approved production capacity. 80. Peak-staggering production measures have been unable to reverse the situation of excess production on a large scale. Energy consumption "double control", emission "double control", accelerate the clearance of inefficient production capacity, become the key to maintain the healthy development of the industry in the medium and long term.
2. The profit of cement industry is low, which is lower than average level of industry. Under the impact of multiple adverse factors such as intensified market competition, high cost of raw materials and downstream real estate downturn, there are many difficulties such as insufficient market demand, enhanced binding force of environmental protection and energy consumption, increased investment in equipment renewal and ultra-low emission transformation, and great operating pressure. The operation of enterprises has entered a historic low ebb, most of them are in a state of loss, and some of them are profitable, but their profit level has been significantly reduced.
3. In 2015, the cement market demand was in a plateau period, and the cement industry in Sichuan Province began to try to stagger peak production, which effectively promoted the structural reform of the supply side of the cement industry, alleviated the contradiction between supply and demand in the market, greatly enhanced the interests of the industry, achieved excellent results in energy saving and emission reduction, scientific and technological innovation, and competition and cooperation among enterprises. In 2020, the production and benefit of the cement industry reached the highest record in history. Since 2021, the cement market demand has entered the downward channel, coupled with the epidemic situation in the past three years and the global economic downturn, the annual output of cement has dropped from 144.9 million tons to 121.5 million tons in 2023. Decrease 16.
(II) Analysis
of reasons 1. The economic operation of the cement industry deviated from steady growth, supply-side structural adjustment and green, low-carbon and high-quality development, resulting in a significant decrease in output value, profits and taxes, and employee income. Some enterprises lack industry responsibility and social responsibility, especially some large cement enterprises in Sichuan, which are self-righteous and ignore the industry. The only means of competition for enterprises is low price, which turns the efficiency improvement and cost reduction brought by digital and intelligent technology investment into low-price competition of products, which is contrary to the original intention of scientific and technological innovation.
2. Market weakness has seriously affected the development of the industry, and the aggravation of overcapacity and high cost have led to difficulties in production and operation. The development situation of the industry is far below expectations, which disrupts the ecological balance of the industry. The modest efforts of some responsible enterprises can not play a role in saving market demand. Some enterprises have found that instead of saving themselves, they have fallen into a deep quagmire, just for the sake of worthless market share.
3. First, the implementation of policies and regulations is not effective. In order to pursue the private interests of enterprises, some enterprises ignore the interests of the industry, turn a deaf ear to the industry management policies and regulations issued by the relevant government departments and industry associations, and the management measures for peak staggering production. They go their own way, produce in violation of regulations, blindly overproduce, and only want to enjoy preferential treatment without responsibility and obligation. Second, industry self-discipline is not enough. Some enterprises do not have enough self-discipline in the market, are strict with others and are laissez-faire with themselves. When confronted with problems, lack of communication and outstanding personal heroism, the result is to harm oneself and others. The construction of industry self-discipline ecology is very difficult and the contradiction is very prominent. Third, supervision and management of fatigue. There is no practical way for enterprises that fail to carry out peak staggering production, operate in violation of regulations and lack of self-discipline in the industry, resulting in "opportunism" not being punished and punished properly, but "taking advantage of everything", and ultimately "doing whatever they want" and harming the industry.
3. Innovating culture
, strengthening cultural self-confidence, adhering to the guidance of Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era, unswervingly taking the road of socialist cultural development with Chinese characteristics, and developing a national, scientific and popular socialist culture oriented to modernization, the world and the future. Promote the coordinated development of socialist spiritual civilization and material civilization. We should persist in serving the people and socialism, let a hundred flowers blossom and a hundred schools of thought contend, and persist in creative transformation and innovative development. Stick to the position of Chinese culture, continue the Chinese context, inherit the revolutionary culture, develop the advanced socialist culture, and constantly strengthen the spiritual support of the Chinese nation to overcome difficulties and move towards the future. The advanced cement industry culture is determined by the common values of the cement industry and comes from the organic integration and promotion of the cement enterprise culture. We must strive to realize the transformation from the traditional culture of cement heavy industry to the advanced culture of modern industry.
(1) Establishing advanced values
and culture is a kind of spiritual value and way of life that has become a habit, and its ultimate result is collective personality. The rapid development of cement industry in Sichuan Province has played a great role in regional economic and social development, and at the same time, it has encountered serious overcapacity without exception.As a province with a large population and a large cement province, excellent cement enterprises of various systems gather together. We should deeply study and understand the spirit of the Central Committee, fully understand the significance of "strengthening industry self-discipline to prevent vicious competition of involution", emancipate our minds and reform with keen determination. Take the initiative to respond, practice "internal skills", maintain strategic strength, and build up industry confidence. Never forget the original intention, remember the mission, and actively serve the infrastructure, housing, road and bridge construction and social and economic development. Cement production process consumes a lot of non-renewable resources such as mines and energy, and produces a lot of environmental pollution, so its products should create greater economic value in the market that should be returned to society. It is the glorious task and historical mission of the cement industry to maintain the stability of production, operation and market order, create tax revenue for the government, ensure employment for the local government, make profits for enterprises and work for the welfare of employees.
(2) Innovative and advanced industry culture
1. In the great wave of China's great rejuvenation, Sichuan has the innate advantage of "large population and vast land", and the cement industry in Sichuan Province must be pregnant with infinite vitality in the crisis, "see the rainbow after the storm"! We firmly believe that under the scientific guidance of the 20th National Congress of the Communist Party of China, the Third Plenary Session of the 20th Central Committee of the Communist Party of China and the important spirit of the Central Committee of the Communist Party of China, and under the correct guidance of the governments at all levels and the competent departments of relevant industries in Sichuan Province, the cement industry in the whole province will be able to develop better and faster through the unity of the cement enterprises in the whole province. Make new achievements and contributions to the economic construction and social development of the whole province! Smooth operation and benefit growth of cement industry are the basic requirements and fundamental symbols of high-quality development. The situation of the cement industry is extremely grim, and the task is very arduous. Objectively, government departments at all levels and enterprises in the industry must pay more attention to it. It is urgent to strengthen the implementation of the Work Program for Steady Growth of the Building Materials Industry and relevant policies and regulations. We should not be out of shape, seek practical results, promote the "steady growth and efficiency" of the cement industry, and return to the track of "high-quality development" of the industry. It is necessary to strictly implement the policy of peak staggering production and punish enterprises that violate the regulations. It is necessary to carry out in-depth work to resolve overcapacity and truly reduce clinker production capacity. We should intensify joint reorganization and market integration to further improve industry concentration. We should promote the strategy of sustainable development, establish the concept of green development, continuously improve the core competitiveness of enterprises through technological innovation, management upgrading and ultra-low emission transformation, and achieve win-win economic and social benefits.
3. Promote the positive energy of the industry and practice the advanced culture. Actively practice the industry culture with value creation as the core and fair competition as the basis, jointly build a more healthy, harmonious and efficient sustainable development industry ecology, and enhance the overall competitiveness of the industry. Cement member units should stand at the height of the industry to make decisions on the production and operation activities of enterprises, and strive to set an example and take the responsibility in eliminating and closing backward and inefficient production capacity, carrying out peak staggering production tasks, building a good market order, and fulfilling the self-discipline responsibilities of the industry. We should abandon the traditional concept of "output is benefit, more production is more benefit", scientific, orderly and standardized production, not pursuing more production, not blindly overproducing. We should strengthen industry communication and enterprise dialogue, abandon the cold war mentality, avoid vicious competition, jointly create a fair and stable market environment and competition order, build a harmonious industry ecology, and not be a "destroyer" of industry ecology or a "speculator" of market competition. In particular, large collectivized enterprises should take the lead in implementing industry self-discipline conventions in their respective regions and play an infectious and leading role.
(III) Construction of association service platform
1. Cement Association shoulders the functions of publicizing policies, serving the society and industry management. It should have lofty beliefs, strong sense of mission, high moral standards and behavioral constraints, and realize the value of member units while realizing the value of the industry. We should establish and improve the system and mechanism of industry management, membership management and professional and technical management, and improve the industry self-discipline convention. It is necessary to show the value and social responsibility of the cement industry and depict the grand blueprint and beautiful vision of the cement industry. The industry should be well-founded and meet the needs of industry development.
2. Strictly implement the policies and regulations of the state and the cement industry. Orders must be enforced and prohibitions must be stopped. No member unit or individual should be free from the industry and organization. Otherwise, they will be cut off from the organization and industry, and will be bound and condemned. All member units are welcome to participate in supervision and management.
3. The Cement Association is the home of its members. Welcome every member and keep in close contact with you. We should make decisions on industry management through member congresses and Council meetings, implement industry management through secretariats, executive groups, supervisory groups and special meetings, and carry out learning and exchanges. We should plan carefully, organize carefully, speak freely, communicate consensus, give full play to the active role of member units and entrepreneurs, create a good atmosphere for the management of the association and the development of the industry, and actively build a harmonious cement industry ecology.
