Cement Net Video: Ideological Confusion Leads to the Loss of Synergy Foundation in the Cement Industry, Cement Prices May Be Low Early Next Year

At present, the domestic demand for cement has entered a downward cycle, and will decline rapidly in the next few years. At this stage, the industry needs to unify its thinking and deal with it together, but now many problems are impacting the industry structure:

1. The internal division and synergy failure of large enterprises are the main reasons for the sharp decline in industry efficiency in the second half of the year;

2. There is no basis for synergy next year, and it is expected that the price will be low and the competition will intensify from the beginning of the year;

3. Even if the cement is produced according to the approved production capacity, the cement will still be excessive by more than 30%, and the competition will be fierce without synergy;

4. Some enterprises modify the rules to cause strong enterprises to abandon synergy and adopt complete competition to eliminate production capacity.

Therefore, the new regulations may reverse and accelerate the withdrawal of enterprises with weak competitiveness and industry integration. In addition, since September, C8 has reached a consensus on peak staggering and price recovery at least ten times, which failed because Hubei failed to implement it, resulting in the worst benefit of the cement industry in the fourth quarter of this year.