Focus on the controversy! Should enterprises increase the time of peak staggering production after filling up production capacity?

2024, according to the requirements of relevant national policies, domestic cement enterprises have started large-scale production line capacity replenishment work. According to the statistics of China Cement Network, in the past September alone, 13 provinces in China have landed 30 cement clinker capacity replacement production line projects, with a total supplementary capacity of 30808t/d.

With the advancement of capacity replenishment, some problems have followed, including whether the cement clinker production line should increase the number of days of off-peak shutdown after the production capacity is replenished?

From the overall situation of the industry, the shutdown time is not simply a matter of production arrangement-it is directly related to the balance of supply and demand in the market. If the shutdown time remains unchanged after the increase of production capacity (the previous problem of illegal overproduction is not discussed here), the risk of oversupply in the market will increase sharply, and the pressure of competition in the industry will further intensify, which may destroy the original market structure and intensify the regional price war.

Especially for the enterprises that have not completed the production capacity, if the enterprises that have completed the production capacity do not increase the shutdown time, they may be in a competitive disadvantage because of the low daily production capacity, and if the enterprises that have completed the production capacity still maintain the original production time. The gap between the two in market share competition and cost sharing will continue to widen, which may not only impact the living space of enterprises that have not been supplemented, but also break the original competitive balance of the industry and trigger a chain reaction .

Of course, for enterprises that have completed their production capacity, the production capacity index is achieved by shutting down part of their own production capacity, the production capacity of their subordinate enterprises, or purchasing production capacity with real gold and silver. If we want to increase the number of off-peak production days, we are really "unwilling" . After the

cement clinker production line replenishes its production capacity, should the peak staggering production time be increased accordingly? You are welcome to leave a message for discussion.