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Qiao pointed out that because the market determines demand and price, the reasons and responsibilities for the current predicament of some enterprises in the industry are shifted to the market, regardless of their own causes and drawbacks, and the existing problems are put into the basket of the market, which is the main cause of the current tragedy in the cement industry. The industry can not take the reduction of market demand as the main reason for the industry's depression.
The cement industry is currently facing challenges such as energy saving and carbon reduction, technological innovation and intelligent development, but these are all enabled by funds, which can not be achieved without the support of the economic foundation. Technology is the foundation of the good development of the industry and the premise of development.
At present, under the background of decreasing market demand, the entry point of the industry is to reverse involution and stabilize the economy. Only when the economy is stable, can technological research and development and investment be supported. Only when the economic benefits are improved, can we have the mind to innovate. Only when the economy is stable, can team be stable, and all kinds of new initiatives have confidence and strength. What needs to be further emphasized here is that the new situation and new challenges are imperative, but if the involution continues, it will be damaged at present and blocked for a long time, the industry will drag down the national economic development, and the consequences are unimaginable. According to
https://img7.ccement.com/news/2503/richtext/img/cl4p0s71ud1741947486978. Xiao Jiaxiang, The current and future situation facing China's cement industry is difficult and complex. In this situation, I hope you will remain rational and tenacious. In difficult times, we must rationally judge the situation and make rational decisions, especially at the leadership and decision-making levels. At present, there are many favorable aspects in the
industry, so we should strengthen our confidence. 1. The decision and deployment of the central government have pointed out the direction for us, strengthening self-discipline, anti-involution, giving full play to the market mechanism, speeding up the withdrawal of backward and inefficient production capacity, and realizing the steady growth of the industry; 2. The basis of industry consensus is further strengthened; 3. The national macro-industrial policy is conducive to the cement industry and has strength; 4. This year's foundation is better than that at the beginning of last year. Recently , the price of cement has been rising. More importantly, the leading ability of large enterprises is being further strengthened, and the self-discipline of the industry will be further strengthened.
Xiao Jiaxiang also pointed out that if the cement industry wants to get out of the predicament, it must have tenacity and insist on one thing. The tenacious foothold of the industry is to identify two major objectives and tasks: 1. Strengthen industry self-discipline, adhere to off-peak production, anti-involution and steady growth; 2. Focus on the long-term sustainable development of the industry, deepen the structural reform of the supply side, reduce capacity, improve capacity concentration, and achieve high-quality development.
The above two tasks are the fundamental way out for the cement industry to get out of the predicament. Xiao Jiaxiang pointed out that if we have a clear goal and stick to it, we will be able to solve the problems of the industry.
face of such a comprehensive, rapid, substantial and irreversible unilateral demand downturn, the survival and development of the industry can only start from the supply side, which is the premise and basis for us to analyze the industry situation, and we need to reach a consensus on this.
Liu Zonghu put forward five suggestions for the development of the industry. 1. Strengthen the consensus of "anti-involution" and transmit positive energy for the development of the industry; 2. Strengthen the "double control" of daily output and off-peak days to promote the rebalancing of production and marketing; 3. Strengthen the coordination of cross-market and promote cross-regional linkage, off-peak linkage and re-pricing; 4. Improve the transparency of price policy and reduce the misjudgment of decision-making; 5.
However, we must clearly realize that the current cement industry is in a period of profound change, the contradiction between supply and demand, environmental pressure, technological innovation and other challenges are intertwined.
Yao Hairong put forward many suggestions. 1. Prevent "involution" vicious competition; 2. Strengthen industry self-discipline and deepen supply-side reform; 3. Actively respond to the national green development strategy; 4. Promote the deep integration of the industrial chain and strengthen the cooperation between upstream and downstream enterprises; 5. Strengthen market monitoring and early warning, scientifically formulate production plans and prevent excessive market competition; 6. Deeply promote the integration of production, teaching and research, and train high-quality talents.
At the meeting of the Political Bureau of the Central Committee of the Communist Party of China held on July 30 last year, it was pointed out that industry self-discipline should be strengthened to prevent "involution" vicious competition. Under the guidance of the central policy, in November of the same year, China Cement Network organized the second anti-volume forum in Tongcheng, Anhui Province, actively advocated strengthening industry self-discipline, resolutely resisted vicious competition, and achieved good results. In the second half of 2024, the operation situation of the industry was obviously better than that in the first half. In the new year, facing serious overcapacity and complex and changeable market environment, the cement industry needs to continue to adhere to the "anti-involution" and jointly maintain the stable development of the industry.
Now is a good time for AI technology to promote innovation in various industries, and the emergence of Deepseek and ChatGPT also brings us new thinking. China Cement Network has been deeply engaged in the cement building materials industry for more than 20 years, continuously relying on huge data accumulation, building a building materials big data platform, constantly improving the industrial big data system with big data, market communication, cement index and concrete index as the core, and enabling the transformation and upgrading of the cement industry with "AI industry brain + digital factory". In the future, China Cement Network will continue to give full play to its professional advantages in the field of industry digitalization and provide all kinds of data for the industry. Recently, China Cement Network has grandly launched chatCEM, an exclusive artificial intelligence platform for the cement industry, to play a good role as an industry think tank and provide data support for the industry.
https://img7.ccement.com/news/2503/richtext/img/66uz53we5mv1741947607737. China's economy has a relatively strong material and technological foundation, The supply of factors is relatively abundant, and there is also a very large domestic market, so there is a huge growth potential, and the potential growth rate is still more than 8%.
It can be predicted that in the face of shrinking demand and the increasing downward pressure on the economy caused by it, counter-cyclical macroeconomic policies will continue to be strengthened, and the growth rate of government infrastructure investment will continue to increase under the impetus of a package of incremental policy innovation, sustained creative efforts and additional efforts, and the supporting role of enterprise orders will continue to increase. The production and investment activities of enterprises will continue to be active, the employment situation will continue to improve, and the consumption recovery supported by the growth of residents'income will become increasingly obvious. China's economy is bound to enter a good track of sustained recovery, and China is bound to start a new growth cycle of sustained recovery of economic growth.
https://img7.ccement.com/news/2503/richtext/img/u2ce7coce81741947632183. Huang Zhengxue believes that the "shape" of China's economy includes: 1. The economic aggregate has continuously reached a new level, and the per capita level is close to the threshold of high-income countries; 2. Economic growth has slowed down in recent years, but it is still in the forefront of major economies; 3. Economic development has remained relatively resilient, and it is an important force and the biggest engine for stabilizing world economic growth; 4. Macro-control has been effective and effective, and growth expectations have improved. The "trends" of China's economy include: 1. Consumption in the "troika" will play an increasingly prominent role in stimulating economic growth; 2. Consumption degradation and the phenomenon of not daring to consume deserve attention; 3. Investment will rely more on manufacturing and infrastructure investment; 4. Significant changes have taken place in the foreign trade market. Looking forward to 2025, stimulated by the "more" active fiscal policy, the increase of government investment and the improvement of social investment are expected to promote the steady growth of effective investment.
It is estimated that the growth rate of fixed investment in 2025 will be about 4.1%, which is faster than that in 2024. In 2025, the government is expected to provide about 550 billion incremental funds for infrastructure investment, which will drive the growth rate up to about 8%.
Chen Jinliang pointed out that for the trade and supply industries under the infrastructure industry, digitalization and intellectualization have become the core driving force to achieve transformation and upgrading and seek ways to break the situation. With firm confidence in development, China Railway Material Trade has jointly constructed China Railway Supply Chain Ecological Platform with Luban Platform and Jiwu Platform, and built a digital platform-based supply chain integration service enterprise. Under the scenario of realizing efficient, healthy and sustainable operation of supply chain business, it constantly innovates and practices in supporting digital procurement supply chain, and strives to enable the upstream and downstream of supply chain to develop together with digital service capabilities.
With the continuous integration of the global economy and the continuous development of the supply chain, the logistics industry will pay more attention to the coordinated and integrated development of the supply chain, which provides more possibilities for China Railway Material Trade and cement manufacturers to achieve industrial interconnection, broaden business cooperation channels and provention and control process risks.
China Railway Material Trade always hopes to integrate and interconnect with relevant supply chain platforms in the construction industry, solve platform islands, further optimize the ability of resource integration and the level of supply chain collaboration, so as to give full play to the advantages of information and resources. In the future update iteration, it will continue to create new value for the whole industry and the whole industry chain supply chain.
OCC operation mechanism, the first step is to negotiate the output, through repeated consultation, the enterprises along the Yangtze River reach a consensus on common peak staggering production, and restore the benign industry ecology. The second step is to take the initiative to reduce production capacity, set up a merger and acquisition fund to reduce production capacity, and use leasing, contracting, acquisition of kiln indicators, stock exchange, mergers and acquisitions, etc. Since its establishment, OCC has been promoting industry self-discipline, promoting communication and cooperation among enterprises, promoting the concept of anti-involution/on-demand production, and making suggestions on behalf of small and medium-sized enterprises. The focus
of OCC's work in the next step:
1. Deepen industry self-discipline and cooperation. We will continue to strengthen the construction and improvement of industry self-discipline mechanism, promote cooperation and coordinated development among enterprises, deepen the concept and practice of anti-involution and anti-dumping, maintain market order, and promote resource sharing and complementary advantages among enterprises.
2. Deepen industry self-discipline and cooperation. We will continue to strengthen the construction and improvement of industry self-discipline mechanism, promote cooperation and coordinated development among enterprises, deepen the concept and practice of anti-involution and anti-dumping, maintain market order, and promote resource sharing and complementary advantages among enterprises.
3. Establish and improve the industry supervision mechanism. Establish and improve the industry supervision mechanism, strengthen the supervision of enterprise production, promote the transparency of market production along the Yangtze River, guide enterprises to jointly maintain the ecology, and maintain the good image and market order of the industry.
4. Promote mergers and acquisitions in the industry. OCC set up a merger and acquisition fund to accelerate the merger and reorganization of the industry, and further enhance the concentration of the cement industry by means of leasing, equity cooperation and index exchange.
Qi Yanyong pointed out that the heat transfer capacity of the rotary kiln is proportional to the flame temperature and the fourth wind. Concentrated and rapid combustion of pulverized coal is the best way to increase the temperature of the firing zone and the most effective way to reduce coal consumption. Stable thermal system is an inevitable requirement to reduce energy consumption. It is a feasible way to realize the efficient operation of rotary kiln by intelligent identification of the working conditions of kiln and grate cooler, real-time monitoring and adjustment of relevant parameters.
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Yang Kewei believes that in the adjustment of the real estate industry, the change of investment logic of real estate enterprises has four Enlightenments for the cement industry. 1. The scale of traditional development is shrinking, but the reconstruction of villages in cities, urban renewal and the construction of affordable housing are in the ascendant; 2. Conform to the new development mode of the industry and the green requirements of "good houses", transform technological innovation and green production; 3. Optimize the layout of production capacity, focusing on the first-and second-tier cities and core urban agglomerations with high share of new housing development in the future; 4. The scale is shrinking for a long time, the integration of the cement industry is accelerating, and the response plan for merger, reorganization or withdrawal should be made.
Chen Tianyu said that China's thermal coal consumption in 2024 was 4184 Mt, + 3.2%; It is expected that the growth rate of thermal coal demand will drop to + 1 in 2025. The supply of thermal coal will be slightly loose, and the "peak season is not prosperous" may become normal. The average price of CCI5500 in 2024 will be 860 yuan, and the price focus will continue to move down in 2025, with an expected average price of about 720 yuan. According to
https://img7.ccement.com/news/2503/richtext/img/rdtzliv2l7i1741947783002. Pi Yubiao, To a certain extent, the disposal of idle waste assets in cement enterprises is not transparent, the procedures are not standardized, the bidding is inadequate, the disposal price is low, the idle materials in stock can not effectively realize the exchange of resources, and some enterprises do not have their own exclusive platform.
Jupai is positioned as a B2B platform for online trading of renewable resources, with the mission of "making waste business easier", providing full-link digital disposal solutions to large enterprises. Specific services include asset disposal, whole plant demolition, production line demolition, material circulation, platform construction, entry transactions, etc.
Jupai actively promotes the concept of circular economy, comprehensively improves the efficiency of resource utilization, and helps to achieve the goal of double carbon.
for housing construction decreased by 9.7% (of which the demand for real estate decreased by 9.2% and the demand for non-real estate decreased by 10.1%); the demand for cement in the civil market decreased by 5. By quarter: the market started slowly in the first quarter, and the demand pressure was the greatest, with an expected decrease of about 8%; the decrease in the second half of the year was less than that in the first half.
Zheng Jianhui believes that industry self-help has more advantages than disadvantages for leading enterprises. From the enterprise level, there are several points worthy of attention in 2025. 1. When the price continues to fall, it will generally have a negative impact on profits. 2. Some state-owned enterprises and central enterprises with higher costs will be the first to face major losses. 3. Some private enterprises will be in trouble, but more private enterprises can adopt a more flexible survival mechanism. 4. Cash flow is more important than profits.
Zheng Jianhui also introduced ChatCEM-AI Assistant for Cement Industry launched by China Cement Network. The tool is based on DeepSeek big model + cement network knowledge base system, providing powerful information integration and intelligent decision support for upstream and downstream enterprises in the industry.
According to the introduction, the cloud chain platform of railway construction aims at building an Internet platform for the construction industry and developing a "smart supply chain", which is a "1363" integrated smart supply chain platform for China's railway construction. Focus on solving the objective problems such as weak unity of supply chain, insufficient synergy of upstream and downstream related parties, low level of supply chain digitalization and unobvious value enhancement. Through digital empowerment, realize data penetration, business collaboration, resource integration, upstream and downstream panoramic services, industrial innovation and application, provide two-way empowerment for internal and external users of China Railway Construction Corporation, and build a collaborative ecosystem of China Railway Construction Corporation's supply chain.
In 2024, China Railway Construction Corporation (CRCC) units at all levels successfully traded more than 3613 cement through the platform. The transaction amount of cement centralized procurement was about 13.051 billion yuan, accounting for about 13. The platform provides a variety of procurement methods, among which bidding procurement, competitive negotiation and centralized procurement are the most commonly used procurement methods. The procurement scale accounts for 95% of the total scale.
Liu Shihong said that the technology of concrete union will build a full-scene digital application around the closed loop of concrete delivery, and build an open concrete intelligent factory. It gathers the management experience of more than 200 different types of ready-mix plants in the industry, supports the whole scene of ready-mix plants, and provides systematic risk management and control solutions. Tonglian Science and Technology has spent 20 years to build an industry ecological platform, covering capacity pre-sale services, war and joint mining services, cash concrete services, concrete delivery services, intelligent logistics services, financing services and other aspects, to create benefits for concrete enterprises.
Taking the war mining and joint mining services as an example, through the platform integration of cement enterprises, construction enterprises, concrete enterprises, financial institutions and other resources, expand the scope and quantity of procurement and supply, enhance the performance ability, achieve accurate matching, provide business perception, early warning, wind control and other online capabilities for the role of each link, reduce costs and increase efficiency.
The aerogel material usually refers to a three-dimensional porous light solid material which is formed by the mutual aggregation of nano-particles to form a nano-porous structure and is filled with a gaseous dispersion medium in the nano-pores. The thermal conductivity of aerogel is between 0. 012 and 0.
The aerogel material is widely used in the field of thermal insulation in the cement industry, which greatly reduces the heat loss and plays an important role in saving energy and reducing production costs for enterprises. Taking Dongping Zhonglian as an example, the average temperature of decomposition furnace after transformation is 62 ℃, and the average temperature drop is 43 ℃.
cement mortar strength intelligent detection system is composed of feeding, mixing, compaction, scraping, mold test storage, mold removal, cleaning, grease coating, mold assembly and other process sections. The equipment in the curing room of the
cement mortar strength intelligent detection system is transferred by the manipulator, and the equipment has the functions of frame cleaning, automatic drainage and automatic water addition. Curing shall be carried out in different pools according to the age and cement types, which shall be consistent with the specifications. The amount of storage maintenance depends on the needs of the project.
The cement mortar strength intelligent detection system is a combination of equipment to complete the sample test. The equipment in the broken room is transferred by the manipulator. The scheme redefines and designs the fixture, and the equipment has its own cleaning function.
. By the end of December 2024, the national concrete price index closed at 111. Regionally, the price decline in Southwest China was the highest, with the average annual price index falling by 16.3% compared with 2023; The overall price of Northeast China has risen, and the average annual price index has risen compared with 2023. 1
. According to the current forecast of various institutions, the forecast center of the decline of real estate development investment in 2025 is about 9%, and the forecast of the decline of new construction area is mostly between 15-20%. According to the data model, Lin Jiayi predicts that in 2025, the decline range of concrete production is about 5-10% year-on-year, and the prediction center is biased to the lower edge of the range. Launch Ceremony
of
"Cement Gathering" 
conference ended with an exciting 
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