On February 10, the executive meeting of the State Council pointed out that efforts should be made from both sides of supply and demand to resolve structural contradictions in key industries and promote the healthy development and upgrading of industries. We should optimize the industrial layout, strengthen standard guidance, promote integration and reorganization, promote the withdrawal of backward and inefficient production capacity, and increase the supply of high-end production capacity. We should optimize market supervision, strengthen industry self-discipline, and jointly safeguard the market order of fair competition and survival of the fittest.
At present, the overcapacity of the cement industry is increasing, the market competition is becoming increasingly fierce, and the industry is seriously involved. It is particularly important to deepen the structural reform of the supply side, eliminate inefficient and backward production capacity, enhance the concentration of industry capacity, strengthen industry self-discipline and maintain fair competition. Supply
from both sides
of supply and demand: the cement industry has excess capacity, and the actual utilization rate of cement clinker production capacity in some areas is less than 40%. From the spirit of the executive meeting of the State Council, it is necessary to strictly control the total cement production capacity, strictly replace production capacity, strictly prohibit new production capacity, and promote the withdrawal of backward and inefficient production capacity, such as eliminating cement production lines with high energy consumption, substandard emissions and backward technology, and reducing ineffective supply. On the
demand side, affected by the downturn of real estate and other factors, the cement market demand shrank significantly. In 2024, the national cement output was 1.825 billion tons, a decline of 9.5%, and continued to decline in a large proportion. On the one hand, at the policy level, cement demand can be stimulated by increasing investment in infrastructure construction. On the other hand, cement enterprises should be encouraged to expand new application fields, such as developing suitable cement products in sponge city construction, underground pipe galleries and other fields, so as to expand the demand market.
At present, the quality of products in cement industry is uneven, and some enterprises neglect quality in order to reduce costs. It is necessary to formulate and improve cement product quality standards, energy consumption standards, environmental protection standards, strict market access threshold, force enterprises to improve product quality and production technology level, and promote the overall upgrading of the cement industry.
To promote the integration and reorganization
of the cement industry, the concentration is low, and a large number of small and medium-sized enterprises are fighting separately, resulting in disorderly market competition. Cement enterprises should be encouraged to integrate and reorganize, improve industrial concentration, form large enterprise groups, enhance market voice and resource allocation capabilities, achieve economies of scale, and avoid vicious competition.
To optimize the market supervision
, the competition in the cement market is white-hot, and there are unfair competition behaviors such as dumping at low prices and jerry-building. The government should strengthen the supervision of the cement market, establish and improve the supervision system, severely crack down on all kinds of unfair competition, standardize the market order, and ensure a fair competitive market environment.
To strengthen industry self-discipline
, enterprises in the industry should form a good market consensus, rationally understand the current market environment, form industry self-discipline norms and conventions, abide by market rules, strengthen communication and coordination among enterprises, avoid vicious competition such as price war, and jointly safeguard the healthy development of the industry.
At present, the cement industry urgently needs to rebuild confidence, build consensus, actively respond to the national call of "anti-involution", increase research and development and practice of low-carbon technology, strengthen the coordination of upstream and downstream industrial chains, enhance the level of high-quality development of the industry, and jointly overcome difficulties and challenges. We will achieve the goal of "double carbon" as soon as possible and continue to promote green transformation and intelligent development.
To this end, China Cement Network will hold the " 14th China Cement Industry Summit and TOP100 Award Ceremony " in Hangzhou on March 13-14, 2025, and the "C50 Market Forum" at the same time. This summit will bring together industry elites and multi-resources to discuss and deal with the difficulties faced by the industry from the perspectives of optimal allocation of supply side, precise docking of demand side, deep insight into macro-economy and frontier promotion of technological innovation, and jointly create a new chapter for the industry!
