According to CCTV news, in introducing the tasks of the government in 2026, the Report on the Work of the Government proposed to strengthen anti-monopoly and anti-unfair competition, strengthen the rigid restraint of fair competition review, and comprehensively use such means as capacity regulation, standard guidance, price law enforcement and quality supervision to thoroughly rectify the "involution" competition, so as to achieve the goal. Create a good market ecology. We will deepen the pilot project of comprehensive reform of market-oriented allocation of factors and bring more eligible areas into the scope of the pilot project.
As a raw material industry based on the national economy, the cement industry is in a deep adjustment period of downward demand and stock game, and the "involution" competition has become a prominent bottleneck restricting the healthy development of the industry.
Some regions have long-standing problems such as low-price dumping and homogeneous fighting, which not only lowers the profitability of the industry, but also causes waste of resources and intensified pressure on environmental protection, which is contrary to the green, low-carbon, efficient and intensive development orientation. This Report on the Work of the Government will raise the "anti-involution" to the level of national work tasks, which means that the management of competition order in the cement industry will be strengthened.
In the specific measures of anti-involution, the Report on the Work of the Government put forward four means of capacity regulation, standard guidance, price law enforcement and quality supervision . Based on this, the next cement industry "anti-involution" governance, or will strengthen the strength of three aspects.
1. Capacity control: control the "general gate"
of supply in combination with the Work Plan for Steady Growth of Building Materials Industry (2025-2026) and the Implementation Measures for Capacity Replacement of Cement and Glass Industry (2024 edition). It will be the core task of the industry in 2026 to strictly prohibit new clinker production capacity, promote the rectification of over-record production capacity, and strengthen the rigid implementation of peak staggering production. Through reduction and replacement, capacity withdrawal and compliance control, we can curb the disorderly supply from the source and break the vicious circle of "more production, more loss".
2. Fair competition: Draw a clear "red line" of
compliance, strengthen anti-monopoly, anti-unfair competition and fair competition review, not only rectify unfair competition such as low-price dumping and malicious fleeing goods, but also standardize the compliance boundary in industry coordination, and eliminate monopoly agreements, market segmentation and other issues. Promote the industry from the internal friction of "price competition" to the healthy competition of technology, quality and service.
3. Standards and supervision: forcing the survival
of the fittest, taking environmental protection, energy consumption, quality and safety as the yardstick, strictly enforcing the law and supervision, and speeding up the clearance of inefficient and backward production capacity. Promote the concentration of resources to superior enterprises with advanced technology, green low-carbon and standardized management, and optimize the overall structure of the industry.
To rectify the "involution" competition and deepen the reform of factors is not to restrain competition, but to let competition return to the source of value creation. For the cement industry, 2026 is the key year to bid farewell to disorderly internal friction and reshape the market ecology. Only by conforming to the policy orientation, sticking to the bottom line of compliance, focusing on improving quality and efficiency, and embracing green transformation, can we achieve long-term steady development in a fair competitive market environment and lay a solid foundation for infrastructure construction and high-quality economic development. In the
new era, how can cement enterprises build core competitiveness? How to improve quality and efficiency and achieve lean development with digital empowerment? China Cement Network will hold the " 15th China Cement Industry Summit and TOP100 Award Ceremony " in Hangzhou on April 9-10, and hold the "Cement Economy Fifty People Forum (C50)" at the same time. The Summit will build a platform for the docking of supply and demand and the collision of ideas, explore the path of green transformation and intelligent upgrading from the dimensions of macroeconomic insight, industrial chain synergy and technological innovation breakthroughs, plan a layout for the "15th Five-Year Plan" green development of the industry, and work together to create a new chapter of high-quality development!
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