"Anti-involution" is not "rain and dew". The transformation and upgrading of cement enterprises has reached the final window period.

In recent years, domestic cement listed companies have released their performance in the first quarter of 2025, most of which have made profits or reduced losses, and their performance is generally better than that of the same period last year. In the first quarter of this year, the national cement price was significantly higher than that of the same period last year. In the fourth quarter of

last year, after the fighting in the first half of the year, the domestic cement industry actively promoted the "anti-involution" of the industry after the first proposal of "preventing involution vicious competition" at the meeting of the Political Bureau of the Central Committee of the Communist Party of China, the competition gradually became rational , and the price of cement steadily increased. Lay the foundation for the recovery of industry benefits in the first quarter of this year.

"Anti-involution" is the theme of the current development of the cement industry, but "anti-involution" does not mean "rain and dew sharing" of market interests, nor is it a fundamental means to solve the development dilemma of the industry. Under the general trend of sharp contradiction between supply and demand, a large number of cement enterprises will inevitably be out of the current round of shuffling.

As the saying goes, "Striking iron needs to be self-rigid", only by taking advantage of the final window period created by the industry's "anti-involution" to enhance the hard power of enterprises, can we truly control our own destiny in the wave of industry changes.

On May 27-28, China Cement Network will hold the " 2025 China Cement Double Carbon Conference and the 13th Energy Conservation and Environmental Protection Technology Exchange Conference " in Wuhan, Hubei Province. At the same time, the release ceremony of "2025 ESG Ranking List of Cement Industry" was held.

This conference will gather industry elites, gather various resources, take "emission reduction, carbon reduction, energy saving and efficiency improvement" as the theme, and explore the transformation and upgrading route of cement enterprises from multiple dimensions such as deep cost reduction, ultra-low emission and low-carbon development, so as to provide assistance for domestic cement enterprises to enhance their "hard power" and meet industry challenges.

[Main topics]

1. Path and prospect

of green low-carbon technology in cement industry 2. Impact of carbon emission quota and carbon asset management on cement industry and analysis

of countermeasures of cement enterprises 3. Current situation and development prospect

of low-carbon cement and low-carbon cementitious materials 4. Advantages and precautions of various technical routes for ultra-low emission transformation in cement industry

5. Analysis

of energy consumption distribution and energy-saving potential in cement production 6. Introduction to the use of alternative fuels in the cement industry and analysis

of their impact on cement production 7. New technology cases

of energy-saving optimization of grinding systems (vertical mills, ball mills, roller presses) 8. Latest progress

in research on technologies such as carbon fixation of steel slag and carbon dioxide mineralization of ready-mixed concrete 9. AI. Intelligent loading, intelligent robots and other intelligent equipment promote the cement industry to reduce costs and increase efficiency

10. Application and economic benefit analysis

of new energy vehicles and clean transportation in the cement industry 11. Innovative application and energy efficiency improvement

of oxygen-enriched (total oxygen) combustion technology in the cement industry 12. Application

of photovoltaic, energy storage, hydrogen (ammonia) energy, virtual power plant and other new energy technologies in cement industry 13, precise selection

of filter bags and SCR denitrification catalysts 14, evaluation

of energy-saving transformation effect of new refractories, aerogels and nano-thermal insulation materials 15, mineralizer, Efficient application

of coal-saving agents, raw grinding AIDS and other admixtures in the cement industry 16. Energy-saving fans, motors, air compressors and other equipment update energy efficiency improvement case sharing

"anti-involution" or domestic cement enterprises jump out of the "warm water" final window period, is it facing difficulties or drifting with the tide? It's time to make a choice!