On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou. Yang Kewei, deputy general manager of Kerui Research Center, brought the report "Current Real Estate Market Situation and Industry Development".
Yang Kewei predicts that the real estate industry will basically stop falling in the first half of 2025, and the total scale of the industry will continue to decline throughout the year. It is estimated that the sales area of commercial housing will decrease by 5% -10%, the land acquisition area will decrease by 10% -15%, the new construction area of real estate enterprises will decrease by 15% -20%, and the completed area will decrease by 5% -10%.
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.
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