Cement Industry Capacity Structure Optimization Promotes Continuous Improvement of Transformation and Intelligent Transformation Level

At present, the cement industry is deeply in the predicament of overcapacity, the market is intensifying, the development of the industry encounters bottlenecks, and intelligent transformation has become the core grasp and inevitable choice to break the situation. The implementation guidelines for the digital transformation of the building materials industry in the Work Plan for the Digital Transformation of the

Raw Materials Industry (2024-2026) specify the quantitative objectives: by 2026, the level of intelligent manufacturing and digital management of the building materials industry will be significantly improved. The numerical control rate of key processes is over 70%, the proportion of key business links is over 55%, and the proportion of enterprises that achieve industrial chain synergy is 25%. Under

the background of overcapacity, the intelligent transformation of cement industry has changed from "optional action" to "compulsory question", and the pace of industry transformation has steadily accelerated.

shows that by the end of 2025, Https://price.ccement.com/Price_list-1-s0-e0-p0-c0-k100059-b0.

of existing cement in China

large and medium-sized production lines and group enterprises have become the main force of intelligent transformation under the background of overcapacity. The penetration rate of large and medium-sized production lines is about 30% and 20% respectively, and 30% of enterprises have completed the intelligent transformation. Some leading groups have piloted the construction of full-process and all-round intelligent production lines in their subordinate bases; most enterprises in the industry have also followed the trend of transformation and implemented intelligent technological transformation projects step by step in accordance with their own realities, so as to alleviate the development pressure caused by overcapacity by means of intellectualization.

, the direction of intelligent transformation in the industry is clearly focused." Intelligent mine system, one-card intelligent logistics system, energy management system, carbon emission management platform, quality online analysis system, intelligent laboratory system, equipment operation monitoring and fault diagnosis and prediction system, process real-time optimization system (RTO), intelligent shipment system, environmental protection management and control system, Safety management and control system and other multi-intelligent systems, through the intelligent upgrade of each link to achieve cost reduction and efficiency, optimize production efficiency.

With the maturity of the technology of "AI + Cement Building Material Model", all kinds of independent intelligent systems will be fully connected to the production control model in the future, and the unified monitoring, scheduling and operation management of the model will be realized. Promote industry intelligence from decentralized construction to integrated and integrated construction. The wave of intelligent transformation forced by over

capacity has directly led to a steady increase in market demand for related products and equipment, and the real demand for industry transformation has been fully released. By the end of 2025, the market space of cement industry in the core areas of intelligent mine system, on-line detection and analysis equipment, advanced process control system (APC), unattended system and inspection robot has reached 2.5 billion yuan , which not only confirms the urgency of I ntelligent transformation of the industry, but also reflects the development of the industry. It also highlights the steady development of the relevant market and lays a solid market foundation for the subsequent capacity optimization and intelligent upgrading.

In this context, The intelligent transformation of the cement industry will officially enter the acceleration period. It is expected that the penetration rate of large and medium-sized production lines will reach 60% and 40% respectively, and 50% of the cement enterprises will complete the intelligent transformation. The continuous improvement of the intelligent level will continuously release the market potential and further optimize the industrial competition pattern.

It is estimated that by the end of the 15th Five-Year Plan, the market space of all kinds of intelligent related products in the cement industry will increase to 6.5 billion yuan, doubling the growth rate by the end of 2025, which will bring broad market development opportunities for upstream and downstream related equipment suppliers and technical service providers. It also injects strong impetus into the industry to solve the problem of overcapacity.

Industry insiders said that under the background of overcapacity and market involution, the cement industry promotes intelligent transformation, which is not only the inevitable requirement of responding to the national energy-saving and carbon reduction policy, but also the core path for the industry to break through the bottleneck of development, achieve quality improvement, cost reduction and efficiency enhancement, and optimize production efficiency. During

the 15th Five-Year Plan period, relying on the dual empowerment of capacity optimization and technological innovation, especially the mature landing and deep application of AI model in the industry, the intelligent development of cement industry will enter a new stage of higher quality, which can not only effectively solve the development problems caused by excess capacity, but also promote the development of cement industry. It is more likely to take the lead in realizing the key breakthrough of the whole process intellectualization in the industrial field, and provide a replicable and popularizable practical model for traditional industries to crack overcapacity and achieve high-quality transformation.