Shao Jun: The golden age of the rapid development of the cement industry has passed, and the game of the stock market has become normal.

On April 9, the 15th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou, with the theme of "Reconstruction of Stock Game Competition and Elimination Pattern". Shao Jun, chairman of

China Cement Network, delivered a speech at the conference, saying that the problems of falling volume and price, overcapacity, high cost and pressure on efficiency are no longer simple cyclical problems, but the total exposure of deep-seated structural contradictions in the industry. We have to admit that the golden age of rapid development of cement industry has passed, the game of stock market has become normal, and the "jungle law" is reshaping the industry structure.

Shao Jun pointed out that looking forward to 2026, the cement industry is undergoing profound changes: clinker production capacity continues to be supplemented, backward production capacity is being eliminated, and the market supply pattern is being reshaped; The tide of digitalization and intellectualization has profoundly changed the production mode and business model of the industry. From smart mines to smart factories, from precision marketing to supply chain collaboration, digital transformation has become a necessary question for survival; Faced with the fierce competition in the stock market, more and more enterprises realize that deepening the integration of upstream and downstream industrial chains, embracing digital and intelligent transformation, and building a new market competition and cooperation relationship are the key to the development of enterprises and the progress of the industry.