Recently, some investors asked Tapai Group, based on the industry life cycle theory, how does your company judge the current cycle stage of the cement industry? Is the competition fierce? Is the industry moving in the right direction? Is the competition fierce? What are the important competitive factors in the industry?
Tapai Group responded that in recent years, the cement industry has entered a demand platform period, facing challenges such as declining demand, prominent contradiction between supply and demand, rising costs, and fierce competition. Since the beginning of
this year, under the combined effect of limiting overproduction and increasing the intensity of peak staggering production, the benefits of the cement industry have improved significantly compared with the same period last year. According to the data of China Cement Association, the total profit of the cement industry in the first half of this year is expected to reach 15-16 billion yuan, which has achieved a significant turnaround compared with the loss situation of the whole industry in the same period last year. But whether it can be sustained remains to be seen. The main factors of competition in the
industry include the demand for cement in the region and the competition situation. As an industrial product with obvious characteristics of transportation radius, cement is closely related to the demand for cement in the region covered by its transportation radius. The cement demand in the region is mainly affected by the scale of investment in fixed assets, infrastructure construction, real estate investment, new rural construction and other factors in the region;
at the same time, it is related to the competition in the regional market, which is mainly determined by the competitiveness of the same industry, and the cement enterprises with large market share and low product cost will have more advantages in the competition.
The company will continue to promote cost reduction, efficiency enhancement and green low-carbon transformation, constantly enhance its core competitiveness, continue to consolidate the advantages of regional leading enterprises, and achieve better returns for shareholders.
At present, the cement industry is facing the double test of energy saving, environmental protection and industrial intelligence upgrading. In order to implement the relevant policy requirements and accelerate the green low-carbon transformation and high-quality development of the cement industry, China Cement Network is scheduled for September 23-24. The 14th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference and the 6th Intelligent Summit Forum were held in Zibo, Shandong Province. This conference will bring together industry experts, enterprise representatives and many industry stakeholders to gather group wisdom and promote energy-saving, environmental protection and intelligent transformation and upgrading of the cement industry.
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