Cement industry plays an important role in the process of economic development, but the intensification of "involution" vicious competition has also brought great disaster to the industry. In the article "Cracking the" Involution "Competition: Six Governance Suggestions and Implementation Paths for the Cement Industry" , the author puts forward several measures to crack the "involution" competition in the cement industry. How can these policies be implemented? Relying on "promising government + effective market" to create a new development pattern of cement industry.
The first is state guidance. Relevant ministries and commissions can promulgate the "Guidelines for the Development of the Cement Industry in the Fifteenth Five-Year Plan" as soon as possible to clarify the specific requirements and guiding directions for the cement industry to reduce production capacity and output. If the above proposals for capacity removal can not be one-size-fits-all, they can also clarify the national guidance opinions, and the provinces should actively promote them according to the specific circumstances. According to the national guidelines, provinces can formulate action plans for eliminating backwardness, reducing replacement, orderly power supply and peak staggering and limiting production. In view of the unsatisfactory implementation of policies over the years and the increasing overcapacity, the state and provinces can clarify the reward and punishment mechanism and consolidate the responsibilities of regulatory authorities in order to improve the seriousness of government decrees.
Secondly, the association supervises , and the association cooperates with the government functional management departments to carry out regular inspection, supervision and rewards and punishments. Industry associations are the communication bridge between the government and enterprises, and they are duty-bound to cooperate with the government to promote the landing of policies.
Firstly, the association cooperates with the government functional management departments to supervise the landing of policies, regularly and irregularly inspects and puts forward suggestions on rewards and punishments. The "red, yellow and blue" system shall be implemented. Enterprises with serious violations shall be given a red card (one month of suspension for rectification); enterprises with general violations shall be given a yellow card (15 days of suspension for rectification).
Secondly, from the perspective of ensuring product quality and maintaining the image of the industry, the association calculates the lowest cost of the region every month, and introduces the lowest guidance price system to prevent the vicious competition of selling below the cost price. Organize local associations and enterprises to actively arrange the cost of regional cement enterprises, and do a good job of data sorting.
Thirdly, cooperate with government functional management departments to carry out comprehensive enterprise rating, set up benchmarks and play a demonstration effect. Enterprises are rated according to ESG standards and policy implementation, and are regularly publicized to the public.
Thirdly, enterprises should exercise self-discipline , advocate advanced industry culture, form industry consensus and build a healthy industry ecology. First, further improve industry concentration. Second, give full play to the leading role of large enterprises and set up industry benchmarks. Third, reshape the industry culture that "the interests of the industry are greater than interests of the enterprise, and the interests of the enterprise are bred in the industry". Fourthly, we should adhere to the principle of "eliminating backwardness, reducing and upgrading, orderly use of electricity, staggering peak and limiting production" to form an industry consensus.
Looking forward to 2026, cement enterprises will continue to promote the supplement of clinker production capacity, shrink the total clinker production capacity, reshape the market supply pattern, but the demand will continue to decline, off-peak production may be difficult to sustain, and the cement industry will eventually return to the law of the jungle. How to establish a new consensus and restore the healthy ecology of the industry in the game of the stock market is the key to meet the current challenges.
To this end, China Cement Network will hold the 15th China Cement Industry Summit and TOP100 Award Ceremony in Hangzhou on April 9-10. At the same time, the " Cement Economy Fifty People Forum (C50) " was held. 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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