According to the latest statistics of China Cement Network, as of December 16, more than 240 clinker lines in China had completed capacity replenishment, with a total of 134 million tons of production capacity withdrawn and more than 87.2 million tons of production capacity replenished. Anhui and Guangdong were in the forefront of production capacity imported from outside the province.
However, this replenishment has not solved the core problem, but may aggravate the overcapacity and magnify the risk of market turbulence next year. There are three reasons. First, after the replenishment of production capacity, cement enterprises "get rid of" constraints and unscrupulously overproduce. Second, cross-regional transfer aggravates the overcapacity of the transferred areas. Third, the lack of accounting standards and the persistent hidden danger of overproduction.
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