Famous experts and experts gathered to express their views from different perspectives. China Cement Network has opened the column of "Talking about Cement Cold and Warm", interviewing many enterprise leaders and industry experts in the cement industry. This interview is Yang Dan, Deputy Secretary of the Party Committee and General Manager of China Gezhouba Cement Company. Yang Dan
, Deputy Secretary of the Party Committee and General Manager of
China Gezhouba Cement Co., Ltd. At present, the cement industry is facing a grim situation of poor industry situation, intensified contradiction between supply and demand, and low price fluctuations.
Yang Dan believes that the root of the current predicament of the cement industry lies in overcapacity, and the industry should take effective ways to resolve the problem of overcapacity.
He said that only "rigid capacity" is feasible. Capacity replacement, merger and reorganization are important means to resolve overcapacity in the current industry, but there is no consensus among enterprises at present. The first reason is that in the process of replacement, merger and reorganization, the buyer wants to buy at a low price and the seller wants to clear at a high price, so there is a great resistance to "rational capacity reduction"; the second reason is that from the perspective of the capital flow of leading enterprises, it is difficult to establish an industrial M & a fund together. Therefore, he believes that the fundamental reason for capacity removal is not "rational capacity removal", but "rigid capacity removal".
Yang Dan still points out: "Market competition arrives finally, what spell is cost, it is capital". In the downward period of cement market, cost and cash are the core elements to determine the competitiveness of enterprises. Cement enterprises should focus on strengthening their internal strength and enhancing their competitiveness.
He said that in recent years, Gezhouba Cement has continuously promoted energy-saving and carbon-reducing transformation, pursued the concept of cost reduction and efficiency enhancement, and strictly controlled energy consumption. At present, the cost control of Gezhouba Cement Production Line is first-class in the industry. In the future, Gezhouba Cement will continue to implement the development strategy of "integration, internationalization and differentiation", and further promote the implementation of various initiatives of "digitalization" and "low-carbon".
In view of the cement market in the new year, Yang Dan expressed his views. He believes that in the first half of 2024, the demand is poor and the cement industry is under great pressure. In the second half of the year, although the demand is better and the pressure is reduced after the policy is implemented, there is still a risk that the annual cement output will fall below 2 billion tons.
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