industry has deepened.
At present, the cement industry is facing problems such as shrinking demand, serious overcapacity, low concentration, pressure of energy conservation and environmental protection, long-term sustainable development and so on, which need to be further solved. There are still more than 50% losses in some markets, and the vicious competition of "involution" in the industry has not been eliminated. The self-discipline environment of the industry is fragile and unstable, the survival and development of enterprises is still difficult, and the road of industry development is difficult. How to achieve stable profits in the future industry requires the wisdom and joint efforts of colleagues in the industry.
Faced with the complex and severe new cycle of the current cement market, how should the cement industry fight against involution and seek breakthroughs in the future? Xiao Jiaxiang, executive chairman of
China Cement Association, 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.Liu Zonghu, member of the Party Committee and vice president
of Tianshan Materials Co., Ltd., put forward five suggestions for the development of the industry: 1. Strengthen the consensus of "anti-involution" to 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 cross-market coordination to 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.
Shao Jun, Chairman of China Cement Network, pointed out that 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.
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Yaobai Special Cement Group Co., Ltd. The industry has been calling for "big enterprises to talk about the pattern and small enterprises to talk about the bottom line". The pattern of large enterprises is not to take the core area of others as their own incremental market to play, but to be optimistic about their own core market; the bottom line of small enterprises is to abide by the industry shutdown plan, small enterprises should adjust their thinking according to the changes of the industry situation, so as to link up. The pattern of each cement enterprise is reflected in the price of its core area. He Kunhuang, general manager
of Tapai Group, called for building consensus, maintaining ecological balance and promoting the healthy development of the industry. He Kunhuang pointed out that every enterprise should implement the policy of peak staggering production and strictly control cement production. Feng Cunwei, vice president of
Shandong Shanshui Cement Group Co., Ltd., believes that normalized peak staggering production is the best policy, and the industry will never get rid of the predicament without normalized peak staggering production. In order to implement normal peak staggering production, normal joint office is a key measure. Li Hanmin, deputy general manager
of Xuzhou Longshan Cement Co., Ltd., said frankly that in the case of serious overcapacity and insufficient demand, the only way we can go is to compete and reach consensus. The interests of the industry are greater than interests of the enterprise, if the industry is not good, it is impossible for the enterprise to outshine others.
Generally speaking, colleagues in the industry have reached consensus on many aspects on the key issue of how to tide over the difficulties.
First, we must unswervingly "anti-involution". Implement the relevant policy requirements of government departments, maintain a scientific and rational attitude, and resolutely resist the "involution" vicious competition. By building a healthy and orderly competitive environment, we can achieve efficient allocation of resources and sustainable development of the industry.
Second, we must adhere to the implementation of peak staggering production. Cement enterprises should continue to unswervingly implement the requirements of peak staggering production. Relevant departments of the industry should focus on the overall situation, continuously improve the policy system of peak staggering production, and make efforts from the details of the policy to enhance the scientificity and rationality of the policy; At the same time, we should strengthen the enforcement of supervision, build a comprehensive and multi-level supervision network, ensure that the policy of peak staggering production takes root, and effectively play a key role in balancing supply and demand.
Third, we must continue to make unremitting efforts to reduce production capacity. Over capacity has long been a key obstacle to the development of the cement industry. The cement industry should give full play to the synergistic driving role of the market and policy, and guide the rational allocation of resources with the help of the market mechanism of survival of the fittest; At the same time, we should strengthen policy guidance, strengthen the assessment of energy consumption double control, carbon indicators and other related standards, eliminate some backward production capacity, and optimize the industrial layout.
Fourth, we should strengthen communication and exchanges. We should strengthen exchanges between provinces and regions, eliminate misunderstandings, enhance mutual trust and reach consensus. In the face of the important task of maintaining the industry ecology, enterprises are duty-bound regardless of their size. Large enterprises should give full play to their leading and exemplary role, take the lead in implementing measures conducive to the long-term development of the industry by virtue of their own resource advantages and market influence, while small enterprises should actively cooperate, follow the pace of large enterprises, and fully implement various actions to maintain the industry ecology according to their own actual situation.
The five is to call on relevant departments to introduce policies. Trade associations should give full play to the role of bridge between enterprises and the government, deeply understand the practical difficulties and development demands faced by enterprises, timely and accurate feedback to government departments, and provide first-hand basis for government policy formulation. The relevant government departments should also act quickly and issue effective policies in time to promote the stable and healthy development of the industry according to the actual needs of the industry. Technological upgrading
is the "first engine" for the cement industry to achieve transformation and revitalization, and continues to inject strong impetus into the transformation of the industry. Continuous financial support, like a solid cornerstone, is the fundamental guarantee for the steady iteration and continuous improvement of technology. Qiao Longde, former president of
China Building Materials Federation, stressed that 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.
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. Chen Jinliang, secretary and chairman of the Party Committee of
China Railway Material Trade Group Co., Ltd., shared that in the face of pressure, the building materials industry should maintain its strategic strength, think from the perspective of industry efficiency, and actively seek ways to break the situation. 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. Yan Haochun, general manager of the Certification and Evaluation Center of
the State Inspection Group, said that to enhance market competitiveness, the digital platform of carbon management can help cement enterprises improve production efficiency and reduce operating costs; To expand carbon trading business, the carbon management digital platform can help enterprises to establish a sound carbon asset management system, realize the visual registration, trading and management of carbon assets, increase the profits of carbon assets, promote cooperation and win-win, and promote cooperation in environmental protection and sustainable development by sharing carbon emission data and management experience.
Not only the cement industry, but also the concrete industry needs digital transformation. Liu Shihong, general secretary and chairman of the General Party Branch of
Concrete Union Science and Technology, said that digital and intelligent transformation is an inevitable choice for the concrete industry, which will effectively improve the utilization rate of enterprise capacity and resource utilization efficiency, reduce the production and operation costs of enterprises, reduce the bad debt rate and financing costs, and greatly enhance the competitiveness of enterprises. Artificial intelligence has brought opportunities for industrial upgrading to the concrete industry, and the whole process and business model need to be reshaped.
In the current industry dilemma and fierce competition, the cement industry is standing at the key crossroads of transformation and development. All parties in the industry have a deep insight into the urgency of breaking the "volume" and the importance of technological upgrading. From strengthening industry self-discipline and implementing peak staggering production, to promoting capacity optimization and enhancing enterprise exchanges, to relying on capital and fully promoting technological innovation, every step of exploration and practice is a deep thinking and brave exploration of the future development of the industry. The consensus and actions of colleagues in the industry are just like stars, illuminating the difficult journey of the cement industry.
Looking forward to the future, with the joint efforts of the government, associations and enterprises, relying on the unswerving belief and the spirit of continuous innovation, the cement industry will break through the haze, successfully achieve transformation and upgrading, stride forward on the broad road of high-quality development with a brand-new attitude, and write its own brilliant chapter.
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