in the current downward demand? At present, there are two main voices in the industry, one is the market faction, which believes that we should focus on market competition, survival of the fittest, and accelerate the exit of inferior enterprises; the other is the synergy faction, which believes that we should strengthen industry self-discipline, coordinate development, and promote the recovery of industry profits.
Focusing on market competition, the
market school believes that enterprises can only adapt to the market and can not change the market.
At present, the problem of overcapacity in the cement industry has become more prominent, and the annual and overall overcapacity has become the norm in the cement industry. At the same time, the implementation of peak staggering production and industry self-discipline is becoming more and more difficult, and the relationship between competition and cooperation is gradually broken.
Competition is a prominent feature of the market economy, in the face of industry difficulties, cement enterprises can only take the initiative to adapt to market rules, through enhancing their competitiveness, optimizing the industrial structure and strengthening internal management or transformation to meet the challenges, rather than trying to "change" the market.
In addition, the market faction generally believes that only "rigid capacity" is the feasible solution to the current overcapacity.
In the process of capacity replacement, merger and reorganization, it is difficult to implement "rational capacity removal" whether from the point of view of the game that the buyer wants to buy at a low price and the seller wants to clear at a high price, or from the point of view of the feasibility of jointly establishing an industrial M & a fund.
Strengthen industry self-discipline, collaborative development
synergy school believes that price war can not solve any problems, disorderly competition will only lead to low-price competition, the cement industry will eventually move towards "harmony".
At present, the core goal of the domestic cement industry should be profit recovery, and the key to profit recovery is price. Synergy calls for good collaboration and win-win cooperation between enterprises and between regions. Only on the premise of guaranteeing the profits of the industry, can the industry have a chance to develop healthily in the long run.
In addition, the Synergy Group generally recognizes "rational capacity removal", the initiative to withdraw excess capacity, and the remaining enterprises jointly purchase high-cost capacity and share the purchase cost. These production capacities are not used for upgrading or replacement and reconstruction, but for write-off, so that high-cost production capacity can be withdrawn with returns, so that cement prices can be maintained at a high level to achieve a win-win situation for the industry and most enterprises. Which side do you prefer, the
market school or the synergy school?
