2023, the contradiction between supply and demand in the cement industry was further intensified, the market competition was fierce, and the industry efficiency declined sharply. According to the Cement Big Data Research Institute of China Cement Network, the annual profit of the cement industry in 2023 is estimated to be around 31 billion yuan. How should cement enterprises deal with this industry situation or continue to continue in 2024? Wu Xiaomei, an associate professor at
South China University of Technology, pointed out that it is an indisputable fact that the cement industry has serious overcapacity at present, and that resolving overcapacity and coordinating kiln shutdown and peak staggering production can not quench thirst. Faced with such a situation, the market should follow the market rules, the survival of the fittest, and use market competition to eliminate uncompetitive production capacity; the government can gradually eliminate backward production capacity within a certain period of time according to energy efficiency indicators, so as to promote the technological upgrading of the industry.
At present, some enterprises want to make special cement to realize the transformation and upgrading of enterprises and take the road of differentiation. In this regard, Wu Xiaomei pointed out that the road to special cement production can be tried, but attention should be paid to the market capacity of special cement, special cement is a small capacity market, too many enterprises will squeeze past the overcapacity of special cement. In addition, the production of special cement has different requirements for raw materials or calcination technology, and enterprises should seriously consider the local market demand according to their own raw materials and production conditions.
"Judging from the situation in 2023 and the last quarter, I am not optimistic about the cement market in 2024." Wu Xiaomei said, "Cement enterprises may continue to practice their internal skills and tighten their belts."
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