Cement Network Video: Why is it said that cement plants without self-owned mines will collapse first?

In the first three quarters of

2025, the cement industry was affected by the weak investment in real estate and infrastructure, the demand declined, the price went down, and fell into a vicious circle of price-for-volume. The differentiation of enterprises intensified, and enterprises without self-owned mines may be the first to face the risk of going out. Cement enterprises

without self-owned mines have three major disadvantages: limestone procurement cost is significantly higher than that of self-owned mine enterprises; the complex source of raw materials leads to unstable clinker quality; the supply is easily affected by multiple uncontrollable factors, and the production organization is difficult. Under the superposition of

multiple factors, being eliminated in the industry shuffle may become its inevitable outcome.