Cement Cold and Warm Big Brother Talk | Ma Zhifeng: In the Era of High Cost and Low Demand, Cement Enterprises Are Playing a Game Between Small Profits

2024-01-25 10:37:28

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.

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.

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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.

2024-01-25 10:37:28

Through policy support and administrative coordination, we will support 1 to 3 large enterprises of 10 million tons in each province, guide other enterprises to share the market and benefits according to their generating capacity, and then eliminate 1/3 of the production capacity by the large enterprises in a unified and balanced manner, so as to reduce the losses of the eliminated enterprises.

2024-01-24 09:36:27

Zhang Baogui said that the reason why the cement industry in Tibet can still develop well at present is that Tibet can strictly implement the development plan of the cement industry, strictly control the total production capacity of cement clinker, avoid blind expansion, and prevent Tibet from going to the road of serious overcapacity in the region.

2024-01-23 15:01:20

The price of Yueyang Cement in Hunan and Chengdu-Deyang-Mianyang Cement in Sichuan has dropped; recognizing the situation is the first barrier for Henan Cement in the new year; 28 production lines will be put into production in 2024.

2024-01-19 13:11:00

The person in charge: "Large enterprises also have to survive, stop too many kilns, the loss is too great, large enterprises can not stand, has been unable to retreat, continue to go on like this, the market environment in 2024 will only be worse.". The person in charge also pointed out that the downward trend of cement demand is inevitable, and it is impossible to return to the past in the future. Overcapacity will only become more and more serious, which is the basic aspect of the current cement industry.

2024-01-19 09:18:51

Talking about the situation of Henan cement market in 2024, Wang Aizhen said that due to the drag of real estate, the contradiction between supply and demand is likely to further intensify in the new year, and the price competition among enterprises may be unavoidable. If the industry can not reach a consensus on steady growth, the Henan cement market will remain difficult in the new year, and the loss may be more serious.

2024-01-16 20:10:05

The survival of the fittest and the elimination of uncompetitive production capacity by market competition.

2024-01-16 14:24:36

Although the industry has created brilliance during the ten years of capacity removal, it has not really solved the problem of overcapacity in the end.

2024-01-15 11:05:10

In the long run, Zhang Zhenkun believes that the cement industry will be in a difficult period in the next ten years, and the demand for cement will drop from 2.04 billion tons to 1.4 billion tons or even less in ten years.

2024-01-12 09:27:58

It is precisely because the industry once "indulged" in high investment stimulated by high profits that it can be said that it has lost a good opportunity to resolve the serious overcapacity.

2024-01-11 14:26:07

Yang Dan believes that the fundamental reason for capacity removal is not "rational capacity removal", but "rigid capacity removal".

2024-01-10 13:53:30

Staggered peak production of cement, only reduce the output, not reduce production capacity.

2024-01-08 15:12:46

How should cement enterprises deal with this industry situation or continue to continue in 2024?

2024-01-08 09:27:17

Through fierce market competition, most enterprises will realize the importance of "rational capacity removal" to the industry and jointly promote "rational capacity removal".

2024-01-04 10:35:09

Bright Future of Cement Industry in 2024; Tu Shunzu: There Is No Winner in "Price War"

2024-01-03 14:09:40