Famous experts and experts gathered to express their views from different perspectives. China Cement Network has opened a column entitled "Talking about Cement Cold and Warm", interviewing many enterprise leaders and industry experts in the cement industry. In this issue, Ma Zhifeng, chairman of Sinoma Gansu Cement , was interviewed. In
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. Will this trend continue in the cement industry in 2024? What is the key to the survival of enterprises? Ma Zhifeng, chairman
of Sinoma Gansu Cement Co., Ltd., pointed out that the fundamental problem of the cement industry is overcapacity. He said that the current decline in real estate investment is obvious, cement demand is basically driven by infrastructure and key projects, and then, with the improvement of infrastructure facilities, cement demand will certainly decline further, cement production capacity will only be lower and lower, in the market competition in the future there will certainly be some enterprises to increase the pressure to survive.
Talking about the demand for cement in Gansu in 2024, Ma Zhifeng said that from some construction units cooperating with enterprises, the value of orders received in 2024 will not be lower than that in 2023. Therefore, from the current signal released, it is expected that the demand for cement in Gansu in 2024 should be worth looking forward to.
Data show that in 2023, the demand for real estate in Baiyin and Lanzhou declined by about 70%. The local market demand is mainly driven by major projects and some civil markets. Driven by infrastructure construction, the cement output of Gansu in 2023 is basically the same as that in 2022. According to the data released by the Bureau of Statistics, Gansu's cement output in 2023 was 41.25 million tons, up 2.93% year-on-year.
Ma Zhifeng said that the cement industry has been overcapacity for a long time, and off-peak production is the only feasible way for the cement industry to explore for many years. If the off-peak production policy can not be effectively implemented, many enterprises will not survive.
