2024, the meeting of the Political Bureau of the CPC Central Committee proposed: "We should strengthen industry self-discipline and prevent" involution "vicious competition. Strengthen the mechanism of survival of the fittest in the market and smooth the exit channels of backward and inefficient production capacity.
However, in the industry, whether intentionally or unintentionally, they responded positively to the "anti-involution" in the first half of the sentence, but selectively "forgot" in the second half of the sentence, "strengthening the mechanism of market survival of the fittest and smoothing the exit channels of backward and inefficient production capacity". The industry still actively calls for strict implementation of peak staggering production, and even proposes "production based on sales".
At present, the cement industry is facing serious overcapacity, which has become the core bottleneck restricting the development of the industry. Although human intervention measures such as off-peak production and capacity replacement have indeed eased the pressure on the supply side in the past few years, these measures have also hindered the effective withdrawal of backward production capacity, led to the blind influx of capital, reviv ed zombie production capacity, and thus aggravated the problem of overcapacity.
Nowadays, as the demand for cement continues to decline, the problem of excess in the industry is becoming more and more serious. If we continue to adhere to off-peak production and continue to implement capacity replacement, it is hard to say that this is the right way.
China's socialist market economic system optimizes the allocation of resources through market supply and demand, price and competition mechanisms. The meeting of the Political Bureau of the Central Committee put forward the scientific decision of "strengthening the mechanism of eliminating the fittest in the market and smoothing the exit channels of backward and inefficient production capacity", which is based on this economic system.
Full competition and survival of the fittest are one of the basic characteristics of the market economic system. In order to speed up the elimination of backward production capacity, we must vigorously develop advanced production capacity and replace backward production capacity with advanced production capacity through full market competition, so as to make progress in production and technology. Under the economic situation of allocating resources by market mechanism, enterprises can survive and develop only by improving their competitiveness.
For the current cement industry, eliminating backward and inefficient production capacity through market-oriented means is the key to solve the dilemma and achieve high-quality development. Market competition will inevitably lead some enterprises to stand out, while others will be eliminated. The focus of the industry's thinking should not be to let all enterprises share the "cake", but to screen out enterprises that can represent the advanced level of China's cement industry through competition, so as to promote the overall high-quality development.
For those enterprises that can not adapt to market changes, we must actively guide them to find new development directions. For example, through restructuring, merging, absorbing and shutting down some production capacity; or adjusting the strategic direction in a timely manner, promoting transformation and upgrading, and expanding new tracks. This is not only the need for the survival and development of enterprises themselves, but also an important measure to promote the progress of the whole industry. In order to get rid of the current predicament and achieve high-quality development, the
cement industry must follow the law of market economy, reduce human intervention, optimize the structure of production capacity, and promote market-oriented reform. Let the socialist market economic system give full play to its role of market regulation, realize the optimal allocation of resources and sustainable development, and inject new vitality and power into the cement industry.
Only in this way can we ensure the sustained and healthy development of the industry and contribute to China's economic and social development.
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