"Grab share", "keep the bottom line", "live".. Since the beginning of the year, the attitude of major cement enterprises at the working meeting is enough to show the tense situation of the cement industry.
On March 4, Yufeng Group held a special seminar on the task of enterprise situation of "thinking of change in danger, reform and breakthrough". Lei Zhenbin, secretary of the Party Committee and chairman of Yufeng Group, proposed that we must bear in mind the two things that need to be done most at present and in the future: one is to find a way out and survive; the other is to find a way out and go out.
From February 26 to 27, China Resources Building Materials Technology Co., Ltd. held the 2024 Working Conference of "Opening a New Start and Opening a New Bureau" in Guangzhou, Guangdong Province. President Jing Shiqing pointed out that the market strategy of "grabbing share, keeping bottom line, optimizing structure and improving status" should be taken as the core to enhance the status of the industry.
Coincidentally, according to China Cement Network, in addition to Huarun Building Materials, many cement enterprises have indicated that they will strive to adhere to and increase market share in production and operation. In response to investors recently
, Jidong Cement said that the company actively promotes product innovation and service upgrading, faces the risk of declining cement demand, adheres to compliance management on the basis of stabilizing market channels and high-quality customer groups, and strives for a steady increase in market share.
Tapai Group said in its performance report in 2023 that in 2023, cement demand declined, competition became increasingly fierce, cement prices continued to fall, and industry efficiency declined sharply. In view of the new situation and new changes in the cement industry, the company firmly focuses on economic benefits, takes safety, quality and environmental protection as the premise, further consolidates market share and strengthens cost reduction and efficiency enhancement.
Tianshan also said that in the future, it will focus on strengthening market construction, deepening strategic cooperation among large construction enterprises, accelerating the promotion of e-commerce business, increasing the expansion of special cement, strengthening professional cooperation between cement and commercial aggregates, and stabilizing market share.
Conch Cement has publicly emphasized its market share many times. Li Qunfeng, executive director and general manager of Conch Cement, said that market share is the basis for sustainable development of enterprises. Next, Conch will adhere to the idea of "share is the foundation, profit is the purpose", maintain a reasonable market share, and strive to improve operating efficiency.
However, corresponding to the share of major cement enterprises, the contradiction between supply and demand in the cement industry has intensified. Li Kunming, a cement analyst at China Cement Net Big Data Research Institute, said that it is expected that the cement output will drop to 2 billion tons in 2024, breaking the platform period; and more than 28 new lines (with a capacity of 42 million tons) will be put into operation in 2024. Although the actual progress may still be less than expected, the contradiction of excess in the industry will become more acute under the background of downward demand. Fewer and fewer
cakes, more and more people enjoy the cake, how to "grab"? How to "live" if you can't "rob"?
An industry expert said frankly that the cement industry had once "indulged" in high investment stimulated by high profits, and lost a good opportunity to resolve the serious overcapacity. In the
long run, by improving industrial concentration, promoting green upgrading, carbon emission reduction and intelligent transformation, a number of backward production capacity can be eliminated, so that some cement enterprises can achieve the goal of "survival", but it takes time and opportunities.
From this point of view, the author believes that in the short term, the cement industry is still indispensable to the "bloody" "real gun combat", but after the "actual combat" industry, who can be called a winner?
Cement industry has serious overcapacity, the impact of peak staggering production on the supply side has declined significantly, the "competition and cooperation relationship" formed over the years has broken down, and the pressure of industry operation has doubled. On March 28-29, China Cement Network will hold the "13th China Cement Industry Summit and TOP100 Award Ceremony" in Hangzhou, during which awards will be given to top 100 cement and supplier enterprises, and experts and scholars will be invited. China Railway and other construction units jointly discuss the new development trend of the cement industry in the future, and work together to create the future!
