On May 14, the general meeting of China Cement Association was held in Hefei, Anhui Province, and Zhou Yuxian, Secretary of the Party Committee and Chairman of China Building Material Group, was elected as the new president. Shortly afterwards, Zhou Yuxian started an intensive visit.
Relevant itineraries are as follows:
On May 23, Zhou Yuxian visited Hubei Queshi Group;
on May 23, Zhou Yuxian visited China Nengjian Gezhouba Cement;
On May 28, Zhou Yuxian visited Jiangsu Jinfeng Cement Group;
on May 29, Zhou Yuxian visited Pangu Group;
on May 29, Zhou Yuxian visited Helin Group. In
a short week, Zhou Yuxian visited five enterprises intensively as the new president of the Cement Association to consult the cement industry.
Hubei is widely regarded by the industry as the key to maintaining the market situation along the Yangtze River, while southern Jiangsu is the key to maintaining the Yangtze River Delta market. In the past, the two places were the hot spots of market competition along the Yangtze River. In May
this year, the cement market in Hubei Province was once in a state of fierce competition, and the ex-factory price of cement dropped to 210 yuan/ton. The core factors lie in two aspects. First, there is no agreement on peak staggering production, mainly because there are differences between local leading enterprises and a private enterprise on the time of kiln shutdown; Second, downstream cement enterprises and individual local enterprises hit the market at low prices. As a result, the undercurrent of the market along the Yangtze River is surging, and various enterprises are at daggers drawn.
In fact, the clinker production capacity in Hubei is not high, about 65.2 million tons, but the distribution is very concentrated, and most of them are distributed along the Yangtze River. Taking Huangshi and Yichang as examples, the production capacity of the two cities exceeds 25 million tons, accounting for about 40% of Hubei Province. Shipping, Three Gorges on Yangtze River hub above and below Wuhan have reached 10000 tons of waterway, after the completion of the Jinghan Canal, Hubei's shipping advantages will be more prominent. With the help of the strong shipping capacity of the Yangtze River and the characteristics of the layout along the Yangtze River, Hubei Cement has a great influence on the downstream market of the Yangtze River.
As for the Yangtze River Delta market, it is the core of the whole market along the Yangtze River. At the same time, the market is extremely open. In addition to local enterprises in the Yangtze River Delta, external enterprises also have a larger market share, which can be described as a thoroughly "competing" stage. Therefore, in order to achieve the stability of the Yangtze River Delta market, in addition to the upstream cement enterprises to jointly anti-involution, the role of regional enterprises, especially the powerful local private cement enterprises, is extremely critical. In the fourth quarter
of last year, driven by the anti-involution of the cement industry, the market along the Yangtze River set off a wave of price recovery, but some private enterprises in the Yangtze River Delta did not fully implement it, mainly including "four private enterprises in southern Jiangsu". The final result is that the leading cement enterprises advocating anti-involution along the Yangtze River have lost a lot of market share in Shanghai, and have a deep impact on the "mutual trust among enterprises" in the process of anti-involution in the industry this year.
Zhou Yuxian took the lead in visiting the two places, which is to practice the concept of "holding high the interests of the industry above the interests of the enterprise, and the interests of the enterprise are bred in the interests of the industry" mentioned in his inaugural speech with practical actions, continue to play a leading, coordinating and service role, unite the industry enterprises to take the initiative and innovate, and continue to strive for the high-quality development of China's cement industry.
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