Recently, the industry's discussion on whether to "cancel peak staggering production and let the market self-regulate" has become particularly intense.
Some people think that off-peak production is not conducive to capacity clearance for a long time, which actually aggravates the problem of overcapacity. Under the background of accelerating the elimination of backward production capacity, continuing to adhere to off-peak production will hinder the development of the industry. On the contrary, we should fully compete in the market and eliminate cement enterprises with poor competitiveness.
"At present, peak staggering production is still necessary." An industry insider said frankly that in the current situation, peak staggering production is still a good measure, tool and policy to improve the contradiction between supply and demand. It can achieve the relative dynamic balance between supply and demand in the market, and is an effective means to respond to anti-involution and ensure the efficiency of the industry. "Yes, a price war is not advisable, and there are no beneficiaries under the inner volume!" However, the person also pointed out that the fundamental reason for the market involution is the extreme overcapacity, so the work of controlling production and removing capacity must be carried out simultaneously.
So, how to reduce production capacity?
The first is the carbon quota system (double control of intensity and total amount) : through the implementation of the carbon quota system, the production scale of enterprises with high energy consumption can be effectively controlled, the production process of enterprises can be optimized, and unnecessary capacity expansion can be reduced, so as to promote green and low-carbon development.
The second is to strengthen the supervision and regulate the market order: the national and local market administrations should strengthen the strict supervision and inspection of the implementation of the new cement standards, especially the severe punishment of the low clinker and irregular cement in the grinding station. To ensure the standardization and standardization of market order.
The third is to promote joint reorganization and cooperation: support joint merger, reorganization and cooperation among large enterprise groups, and enhance industry concentration through resource integration. This is one of the important ways to achieve capacity removal and improve the overall competitiveness of the industry.
Fourth, the orderly exit mechanism: the use of industrial development funds to help backward and weak enterprises to exit the market in an orderly manner, to avoid these enterprises struggling blindly in the predicament, further aggravating the market chaos. This will help maintain the healthy and stable development of the market, while providing security for employee placement and social stability.
In addition, as to whether overcapacity enterprises can alleviate the problem of overcapacity, the person said that although capacity replenishment is helpful to alleviate overcapacity, but the role is limited, only under the premise of strict implementation of peak staggering production, the effect of capacity removal will be significant.
