At present, China's cement industry is in a difficult transformation and adjustment. Faced with the challenges of insufficient demand, excess capacity and intensified competition, how can cement enterprises break the situation? How to promote the high-quality development of the industry?
Reporters learned in recent interviews that many domestic cement enterprises are actively changing their development paths, increasing their overseas layout, accelerating their efforts to "new" and striving to open up development space in the process of "going out" and "going up".
As an important basic raw material industry, cement industry plays an indispensable role in national economic construction, and its development is also closely related to macroeconomic trends, environmental policy adjustments and changes in market demand. In recent years, with the development of China's economy towards high quality, the cement industry has entered a period of deep adjustment.
Data show that in 2024, the national cement output continued to shrink, and the cumulative cement output of Enterprises above the scale reached 1.825 billion tons, still accounting for half of the global output. From January to April
this year, the market demand of cement industry still showed a year-on-year decline, but the industry profit improved compared with the same period last year due to the price first declined and then rose, out of the decline.
Looking forward to the second quarter, industry insiders believe that the development environment facing the cement industry is still very complex, and promoting the stable operation of the industry requires not only the sustained efforts of macro-policy "combination boxing", but also the continuous strengthening of industry self-discipline.
"Volume price is definitely not the right direction of development." The head of the sales department of a cement enterprise in the east told reporters that the industry expects the capacity replacement policy issued by the relevant state departments last year to be further implemented to speed up the clearance of inefficient production capacity in the industry.
In addition to capacity management, many cement enterprises have worked hard to accelerate transformation and upgrading, and strive to climb to the middle and high end of the value chain of the industrial chain.
On May 15, at a cement technology and equipment exhibition held in Hefei, Anhui Province, the model of the world's largest cement grate cooler attracted domestic and foreign audiences. This equipment is a key device in cement production, which is used to cool and transport the cement clinker calcined at thousands of degrees in the cement kiln, and recover heat at the same time.
"Through continuous technical research, the heat recovery efficiency of the 4th generation new grate cooler developed by us has reached more than 75%, which makes cement production more energy-saving and greener, and has a high degree of market recognition. At present, more than 500 units have been sold in domestic and foreign markets." Li Aichao, Senior Engineer of China Building Material Equipment Group Co., Ltd. The characteristics of
"green" are constantly expanding, and the kinetic energy of "new" is also growing. In the process of
cement production, it is necessary to test the strength of clinker products. The traditional method often lags behind in obtaining the results and can not guide the production in time.
Nowadays, in Baimashan Cement Plant of Conch Group, located in Wuhu, Anhui Province, the staff, based on AI model and through the recommendation of key characteristics of real-time production quality, have realized the strength prediction of clinker in 3 days and 28 days, with an accuracy rate of over 85%, scientifically guided the optimization of raw meal ingredients and cement formula, and promoted the "post-adjustment" to "real-time regulation and control".
According to Xu Yue, assistant general manager of Anhui Conch Cement Co., Ltd., in addition to quality control, the company has made breakthroughs in the application of artificial intelligence technology in more than 40 sub-scenarios in five categories, including production optimization, equipment management and safety production, to create a new engine for the high-quality development of the industry.
In addition, focusing on overseas and expanding the international "circle of friends" has become an important way for many enterprises to achieve high-quality development. Data
from China Cement Association show that by the end of 2024, Chinese enterprises have invested in the construction of 49 cement clinker production lines in 21 overseas countries, with a total clinker production capacity of 68.28 million tons and a cement production capacity of 98.2 million tons.
"Overseas market opportunities are vast, and our enterprises should keep the world map in mind and strive to" go out "," go in "and" go up ". Zhou Yuxian, chairman of China Cement Association and chairman of China Building Materials Group Co., Ltd., said.
He said that at present, China's annual per capita cement consumption exceeds 1 ton, while the annual per capita cement consumption of the "the Belt and Road" countries is less than 300 kg, which contains huge potential for international capacity cooperation. At the same time, for developed economies such as Europe, although cement production capacity has been basically saturated, it still needs advanced technology and green energy-saving equipment to upgrade the original production line. Chinese enterprises can also tap business opportunities and strengthen various forms of international cooperation.
Under the multiple challenges of insufficient demand, overcapacity and intensified competition, carbon management may become the key to the transformation and upgrading of the cement industry. Through low-carbon technological innovation and industrial model reconstruction, the industry will be transformed to green and intelligent. In order to accelerate the realization of the "double carbon target" and actively promote the green and high-quality development of the industry, China Cement Network will hold the "2025 China Cement Double Carbon Conference and the 13th Energy Conservation and Environmental Protection Technology Exchange Conference" on May 27-28, 2025. At the same time, the release ceremony of "2025 ESG Ranking List of Cement Industry" was held . This conference will bring together industry elites and multi-resources to provide all-round support for the industry in terms of technology, policy landing and resource docking.
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