At present, the cement industry is facing severe challenges and changes. Market demand continues to be depressed, the problem of overcapacity is prominent, "price war" rises and falls one after another, and the profit margin of the industry is severely compressed. In this context, the focus of 2025 work of six cement industry giants, Conch, Tianshan, Jidong, Huaxin, Huarun and Shanshui, has attracted much attention. Their strategic layout and measures are not only related to their own survival and development, but also will profoundly affect the future trend of the entire cement industry. The annual reports of the above
six enterprises in 2024 have also been released one after another, and the development plans and layout of each enterprise in the market in 2025 have been sorted out. Specifically:
second is to extend the upstream and downstream industrial chain, accelerate the construction and production of key aggregate projects, lay out the commercial mixing industry around the strategic positioning of leveraging the main industry, and rapidly develop the consumer building materials industry such as dry-mixed mortar;
Third, accelerate the development of internationalization, actively play the role of overseas offices, tap suitable project carriers in emerging market countries, and further improve the overseas layout;
Fourth, improve the development quality of new formats, give full play to the positive role of digital industry in the high-end and green transformation of the company, actively expand the external market, focus on building a safe, stable, clean, low-carbon, economically feasible modern energy system, promote the development of new energy industry, improve the diversified layout of environmental protection industry, and constantly enhance competitiveness.
Tianshan Shares
Deepening organizational excellence, streamlining "debt reduction", continuously reducing "two funds", improving organizational efficiency and labor productivity, speeding up the withdrawal of "two funds" and "two non-funds", disposing of inefficient and ineffective assets, optimizing capital structure and improving asset quality.
2. Set the strategy, adjust the structure, seek development, enhance the ability
of sustainable development, base on long-term development, focus on the integration of "set the strategy", deepen the integration of management, and promote coordinated development; Based on the three major transformations, we should focus on optimizing the allocation of "adjusting the structure", adjusting the business structure with "cement +", adjusting the layout structure with internationalization, and adjusting the profit structure with "double carbon"; Based on the upgrading of the three modernizations, we should focus on the tail-warping factors to "seek development", accelerate high-end, deploy new industries, form differentiated advantages, accelerate intellectualization, promote digitalization to lead business model innovation, realize the closure of the "No.1 Project", accelerate greening, and coordinate the green and low-carbon transformation of the whole industry chain.
Jidong Cement
(2) Tap internal potential and enhance core competitiveness. Deepen the organizational reform, focus on improving the professional management of headquarters and promoting the regional management mode, strengthen the three-level management and control advantages of "headquarters-regions-enterprises", and further improve the management efficiency; deepen the lean operation, firmly promote the lean production, promote the further improvement of key indicators, and continuously reduce the cost and improve the quality; strengthen the procurement management, give full play to the scale advantages, and reduce and control the procurement cost.
(3) Build industrial clusters and enhance strategic execution. We will accelerate the integration of inefficient production capacity and high-quality mergers and acquisitions, improve the concentration of production capacity, and create regional competitiveness. We will steadily promote the development of environmental protection industry and actively promote the transformation of hazardous waste recycling.
(4) Promote transformation and upgrading and release innovation driving force. Deepen reform and innovation, promote intelligent manufacturing, and build a higher level of modern industrial system; focus on the research and development of new materials, accelerate the promotion of industrial upgrading, and cultivate a new material industry with Jidong cement characteristics; implement the dual-carbon strategy, vigorously expand the application of energy-saving and carbon-reducing technologies, and accelerate the promotion of low-carbon transformation; We will promote the application of digital intelligent system scenarios such as intelligent factories and intelligent operation platforms, actively cultivate and develop digital industries, and accelerate the transformation of digital intelligence.
(3) Construct a new global marketing system by means of innovation. China actively creates a "legal, compliant and self-disciplined" market environment for the cement industry, promotes the return of product prices to a rational level, and comprehensively implements "digital price management" to achieve simple, transparent, standardized and efficient sales of cement, aggregates and commercial mixtures at home and abroad, and promotes performance improvement; Establish a "unified module standard for global business management", gradually realize the standardization and consistency of standardized management of domestic and foreign sales business, and effectively control risks.
(4) Improve the efficiency of production and operation, and reduce the cost and consumption in an all-round way. Improve production efficiency by optimizing industrial indicators; implement fuel cost improvement strategy, improve calorific value substitution rate, and continuously tap potential and create efficiency; We will continue to increase the procurement and promotion of zero-cost and negative-cost raw materials. Reduce " by optimizing the mixture ratio (5) Accelerate the new energy electric vehicle project and carry out in-depth supply chain to tap potential and create efficiency. We will accelerate the electrification of mines and logistics, use trams to transport and reduce logistics costs. We will continue to implement the principle of purchasing coal with high frequency, small quantity and low inventory, and continue to adhere to the procurement strategy of "direct mining + market selection" to reduce the cost of purchasing raw materials and fuels.
China Resources Building Materials Technology
1. Actively respond to the" involution "competition requirements of the national comprehensive improvement, and continue to promote the ecological construction of the industry. On the basis of giving full play to the advantages of quality, brand and service, we will further intensify the research and development of high value-added products, consolidate the stock of customers and tap incremental customers. Integrate online and offline sales channels, fully extend the service antenna, and accurately do a good job of production and marketing docking.
2. Focus on production cost reduction, take "increase, save and reduce" as the starting point, comprehensively strengthen benchmarking management, find the best critical value between cost and quality, and continue the best economic operation. The Company will focus on ensuring supply and reducing costs, integrate procurement and transportation demands based on its own centralized procurement platform and transportation platform, and actively strive for cooperation between strategic suppliers and direct suppliers; explore a new mode of collaborative procurement among industries, and jointly seek benefits from the upstream supply chain; and promote the shared warehousing mode to improve the utilization rate of materials. Focus on human resources management, continuously optimize the allocation of personnel posts, and focus on solving the structural shortage of talent.
3. Starting from investment, the Company will timely promote "short, flat and fast" industrial chain projects, focus on developing commercial concrete business in advantageous areas through new projects, cooperative operation, leasing and other ways, actively integrate the terminal market, steadily promote resource reserve projects, and ensure sustainable development. Starting from the allocation of resources, we should give full play to the comparative advantages of enterprises, scientifically plan adjustment of production capacity, and build a regional industrial chain through the integrated management of units to enhance the overall competitiveness. At the same time, priority should be given to extending the chain to promote transformation and development, and timely clearance of inefficient and ineffective assets.
4. Establish and improve the carbon management mechanism, comprehensively account for carbon assets, and integrate into the carbon market as soon as possible. Steadily improve the utilization rate of alternative raw materials and fuels, in addition to outsourcing, promote the pilot project of alternative fuel processing landing, to achieve self-production and self-use. We should adhere to the harmony and unity between enterprises and localities, and promote the investment and construction of various environmental protection projects in an orderly manner.
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