Cement net exclusive: How does cement industry go? The Great Debate between the Market School and the Synergy School

2024-08-15 11:09:46

The way out for the cement industry needs to be constantly explored and summarized in practice. The market school and the synergy school have different views, but the common goal is to promote the healthy development of the cement industry. At present, the insufficient demand for cement is the general trend of the economic cycle, which is irreversible in the short term. As a participant in the development of the industry, we should not only have the keen insight of the market school, but also have the overall outlook of the synergy school, maintain strategic strength and firm confidence in development.

At present, the cement industry is facing unprecedented challenges. Every cement worker is making suggestions for the future of the industry. There are two main points of view: the market school and the synergy school.

The market school emphasizes that enterprises must adapt to market changes and achieve self-innovation and upgrading by means of enhancing competitiveness, optimizing structure and strengthening management.

They believe that overcapacity is the bottleneck of industry development, and "rigid capacity removal" is an effective way to solve this problem. In this process, the competition among enterprises will be more intense, but this is also the natural law of market economy, the survival of the fittest.

Synergy advocates industry self-discipline, emphasizing that enterprises should strengthen cooperation, jointly maintain market order and achieve win-win development.

They believe that disorderly competition will only lead to the loss of industry profits, and coordinated development is the long-term strategy of the industry. Synergy advocates that through the integration within the industry, "rational capacity" to achieve sustainable development of the industry, so that enterprises can achieve win-win cooperation. The way out for the

cement industry needs to be constantly explored and summarized in practice. The market school and the synergy school have different views, but the common goal is to promote the healthy development of the cement industry.

At present, the insufficient demand for cement is the general trend of the economic cycle, which is irreversible in the short term. As a participant in the development of the industry, we should not only have the keen insight of the market school, but also have the overall outlook of the synergy school, maintain strategic strength and firm confidence in development.

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Correlation

In the first ten months of this fiscal year (2024.7-2025.4), Pakistan's cement export volume increased by nearly 29% year-on-year to 7.4 million tons, but the overall shipment volume only slightly decreased by 0.32% to 37.336 million tons, mainly due to the sluggish domestic demand. Domestic sales fell by 5.55% and export volume increased by 28.77%. In April 2025, the total shipment volume increased by 13.24% compared with the same period last year. APCMA called on the government to introduce measures to stimulate domestic construction activities. The cement industry in Pakistan is affected by the economy and cost, and relies on exports to digest production capacity.

2025-05-06 15:35:01

China Cement Network Market Data Center News, April 24, the Henan region again notified an increase in cement prices of about 20 yuan/ton. However, the current sales volume is 4-5% of the normal, and the demand is still low. After the opening of the kiln in early April, the cement clinker inventory of the enterprise has increased, and the implementation of the price increase remains to be observed.

2025-04-25 09:25:57

Whether the replacement scheme of the cement clinker production line project in Guizhou Province to supplement 6833t/d production capacity can really achieve the unification of the registered production capacity and the actual production capacity seems not very convincing!

2024-12-25 10:18:38

The design capacity announced according to the capacity replacement plan in 2024 is 14% higher than design capacity calculated in 2021. Even 3833 t/d calculated according to the design capacity published in the list is 9.5% higher. The capacity accounts of the projects accepting the replenishment of production capacity and the projects transferring out of production capacity are not even.

2024-12-20 10:23:00

Perhaps, only by bravely facing market competition and eliminating backward production capacity can we usher in new development opportunities, which is not only a test of the viability of enterprises, but also a challenge to the ability of the whole industry to adapt to market changes.

2024-12-13 09:37:02

At present, the situation of production exceeding demand in the cement industry will only be more severe, and when standardizing the capacity management of the cement industry, if we ignore the actual supply and demand conditions, production and operation conditions, it may not be a good thing for the next step of enterprise production and operation.

2024-12-03 13:59:05

"Flood is not blocked by dredging", peak staggering production has helped the cement industry to create brilliance, but also delayed the window period of the industry to capacity, so that the problem of overcapacity is becoming more and more serious. At present, all kinds of disadvantages accumulated in the industry, in the final analysis, are overcapacity, it is imperative to go to capacity, and the cement industry is also the time for strong men to break their wrists.

2024-11-27 10:25:41

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.

2024-11-26 09:22:37

The way out for the cement industry needs to be constantly explored and summarized in practice. The market school and the synergy school have different views, but the common goal is to promote the healthy development of the cement industry. At present, the insufficient demand for cement is the general trend of the economic cycle, which is irreversible in the short term. As a participant in the development of the industry, we should not only have the keen insight of the market school, but also have the overall outlook of the synergy school, maintain strategic strength and firm confidence in development.

2024-08-15 11:09:46

High temperature and rainy weather are frequent, and the market demand is weak. At the same time, some enterprises grab the volume at a low price, and the market competition is fierce, resulting in a fall in prices. In the first half of this year, some enterprises "involution" vicious competition, the cement industry has repeatedly encountered a wave of price cuts, the peak season is not prosperous, the off-season is weaker. In the Yangtze River Delta, Pearl River Delta and other domestic hot markets, the price of cement has been less than 200 yuan/ton.

2024-08-09 15:33:51

The announcement shows that the construction units of Yiyang Hongshan Phase I 60 MW Wind Power Project are Jiangxi Zhongye Xingda Electric Power Industry Co., Ltd. and Yiyang Conch Cement Co., Ltd. of the State Power Investment Group.