cement industry has serious overcapacity. With the downward demand and fierce market competition, the pressure is transmitted all the way along the industrial chain, and the grinding stations lacking the bargaining power of clinker are keeping a single grinding business, which is becoming more and more difficult.
But the pressure is not without an outlet. There is a new market that is rapidly expanding, which coincides with the core competence of the grinding station, that is, curing agent.
A new market that is opening up: the annual growth rate of the market volume of soft soil curing agent is more than 20%
. The solidified soil is a mixture of soil material, curing agent and water in proportion, which is rolled, cured or solidified, and whose physical and mechanical properties meet the engineering requirements. It is usually composed of 60% to 80% of soil material, 5% to 25% of curing agent, water and admixture (calculated according to the total weight of the mixture), and has the characteristics of controllable strength, good water stability and excellent durability.
Among them, the proportion of curing agent is not large, but it is the core material to determine the performance of solidified soil, and it is also the value of the whole industrial chain. The growth rate of
this track is particularly bright in the overall pressure of the building materials industry. Statistics show that in 2022, the national output of fluid solidified soil has exceeded 15 million cubic meters; the industry estimates that it will increase to about 30 million cubic meters in 2026.
Moreover, the solidified soil market is still in its early stage and the penetration rate is not high-with the promotion of the "double carbon" policy and the gradual improvement of the standard system, the industry will enter an explosive period in the next 5 to 10 years.
For the grinding station, what is really worth focusing on is the end of the curing agent.
Over the past four years, the domestic curing agent market has grown by 19%. According to the prediction data of 30 million cubic meters of solidified soil in 2026, the volume weight is 1.8 tons/cubic meter, which is about 54 million tons; according to the 10% to 15% curing agent dosage commonly used in the industry, the consumption of curing agent will reach 5.4 million to 8.1 million tons in 2026. In terms of
price, according to the caliber of inorganic powder curing agent produced by the grinding station, ordinary products are 200 yuan to 500 yuan per ton, and high-performance composite products are 600 yuan to 1000 yuan per ton. More importantly, the difference between the upper limit and the lower limit of this range is three times, and the real gap is not in sales volume, but in product structure-whoever makes the compound formula with high added value first will get the technology premium first. The equipment and foundation of the
grinding station are ready-made. The production of
curing agent is highly similar to that of cement, and the core process is also grinding.
This means that the grinding station cuts into the curing agent and does not need to start over. The ready-made grinding equipment, mature powder quality control experience and existing raw material procurement channels are the stock assets accumulated by the cement industry over the years. These assets are idle in the traditional cement business, but can be almost seamlessly grafted to the production of curing agents-the marginal cost of transformation is low and the entry cycle is short, which is a congenital advantage that other industry enterprises are difficult to replicate. The space of this
track is far from being touched. At present, the permeability of solidified soil is still at a low level. With the improvement of the standard system and the expansion of the application field, the continuous growth of the volume will continue to increase the demand for the curing agent. At the same time, the curing agent itself is in the process of upgrading from ordinary inorganic to high-performance composite, and the value increment brought by the upgrading of the product structure may even be faster than growth of the consumption. For the grinding station, this is not only an export to digest the stock capacity, but also a channel to break through the added value, which is a visible and accessible growth curve.
For the grinding station, this is not only the digestion of idle capacity, but also an active change from "grey mark" to "green pioneer". The window period is now, and whoever starts first will occupy the position first.
China Cement Network will hold relevant meetings in the near future, focusing on the market prospects of soft soil curing agent. Registration: Zhang Xianhong Tel: 18958055780 (WeChat with the same number); Business cooperation: Fu Yanliang Tel: 18958055707 (WeChat with the same number)
浙公网安备33010802003254号