Cement Net Exclusive: Cement Enterprises Should Grasp Strategic Opportunities Such as New Urbanization and Construction of Transportation Power

2025-02-25 11:42:31

2025 is not only the acceptance time of the phased goal, but also the connecting year for basically building a strong socialist modernization country. With the continuous release of reform dividends and the precise implementation of macro-control policies, China's economy is expected to achieve a qualitative and effective improvement in the dynamic balance. For the cement industry, grasping the strategic opportunities of new urbanization and the construction of a strong transportation country and deepening the structural reform of the supply side will be the key to breaking the situation.

2025 is the "closing year" of the "14th Five-Year Plan", which is an important node with the meaning of connecting the preceding and the following, and the direction of China's economy affects the market nerves. Huang Zhengxue, director of the Land Planning Research Department of the Institute of Land Development and Local Economics of the National Development and Reform Commission, pointed out in an interview with China Cement Network that China's economy will show the characteristics of "stable growth" in 2025, and the economic growth target of about 5% has a solid foundation.

"The troika will present new synergies." According to Huang Zhengxue's analysis, the basic role of consumption continues to increase, manufacturing investment remains resilient driven by industrial upgrading, and infrastructure investment turns to structural development.

Faced with the systematic project of local debt resolution, Huang Zhengxue said that the centralized debt policy has achieved initial results, and debt replacement has effectively alleviated the pressure of short-term repayment and made room for local governments to develop.

It is worth noting that with the inclination of long-term special treasury bonds to the "dual" and "two new" areas, the allocation of funds for traditional infrastructure projects will become more accurate. Under the pressure of "double carbon" target, traditional industries such as cement are ushering in the key window period of green transformation, and intelligent transformation and low-carbon technology application will become the watershed of the industry.

Huang Zhengxue finally emphasized that 2025 is not only the acceptance point of the phased goal, but also the connecting year for basically building a strong socialist modernization country. With the continuous release of reform dividends and the precise implementation of macro-control policies, China's economy is expected to achieve a qualitative and effective improvement in the dynamic balance. For the cement industry, grasping the strategic opportunities of new urbanization and the construction of a strong transportation country and deepening the structural reform of the supply side will be the key to breaking the situation. On March 13-14,

2025, China Cement Network will hold the 14th China Cement Industry Summit and TOP100 Award Ceremony in Hangzhou, and the 50-person Forum on Cement Economy will be held at the same time. Huang Zhengxue will give a keynote speech on the "shape" and "potential" of China's economy at the summit. This summit will bring together industry elites, gather multi-resources, discuss and deal with the difficulties faced by the industry from the perspectives of optimal allocation of supply side, precise docking of demand side, deep insight into macro-economy, and frontier promotion of technological innovation, so as to help cement enterprises successfully open up in the severe market environment. To provide a solid guarantee for the steady progress of key projects!

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2025 is the key node for ultra-low emission transformation and energy efficiency compliance in the cement industry. With the promotion of the national "double carbon" goal and the deepening of the battle against pollution, the cement industry, as a typical area of high energy consumption and high emissions, urgently needs to speed up the green low-carbon transformation.