In this context, China Cement Network interviewed Wang Hui, general manager of Sichuan Xingchuancheng Cement Co., Ltd. In the past year, Star Ship City has actively adjusted its business ideas and modes to ensure the stability of employees and enterprises in the face of the adverse impact of the market. In this interview, Wang Hui combined with enterprise practice and industry observation, dismantled the crux of the industry dilemma, the nature of competition, and shared the breakthrough path. His views are of great reference value to the cement industry during the adjustment period.
At present, the core contradiction of the cement industry is the deep mismatch between the continuous contraction of demand and the rigid excess of actual production capacity. Wang Hui said frankly that the biggest pressure on the industry in 2025 came from the weak demand side and the continued downward price.
Looking back on the evolution of the competition pattern in the industry, Wang Hui made a precise summary with "score upgrade": In the past, the overall level of technology, management and environmental protection in the industry was uneven, and enterprises could widen the gap by relying on basic capabilities, which is equivalent to "everyone is competing for 60 points" ; After years of intelligent transformation, environmental upgrading and management optimization, the overall capacity of the whole industry has been greatly improved, and now most enterprises have reached the level of "more than 90 points", homogeneous competition is white-hot, and it is difficult to form a differentiated advantage by relying solely on technology and equipment.
peak staggering production still needs to be adhered to but must be optimized. Wang Hui emphasized that the value of peak staggering lies in leaving a buffer for the industry and avoiding the instantaneous collapse of supply, but it can not rely solely on the linkage of local enterprises, but must be based on the national market and cross-regional balance, otherwise the effect of regulation and control will be greatly reduced by single regional peak staggering and market grabbing in surrounding areas, and it will be difficult to fundamentally alleviate the contradiction between supply and demand.
, The survival lifeline of cement enterprises is comprehensive cost , and the core support of cost comes from resource endowment and energy consumption and environmental protection compliance: enterprises without self-owned mines will be the first to go out -mine resources are the core component of cement cost. Outsourcing limestone will greatly increase production costs and have no resistance in low-price competition; Enterprises whose energy consumption indicators are not up to the standard and whose environmental protection is not in compliance with the regulations will also be cleared quickly -with the tightening of energy consumption control and ultra-low emission supervision, enterprises with high energy consumption and high emissions will not only face high fines, production restriction and shutdown, but also be unable to enjoy policy dividends such as green power, peak staggering and optimization, and double pressures on cost and compliance. Eventually, they can only withdraw from the market.
The key for Xingchuancheng Cement to maintain a good development momentum in 2025 is to continue to strictly control the cost of mining, energy consumption, environmental protection and the whole production process, focus on "cost reduction, green, extension and synergy", build differentiated viability, and rely on solid cost control to achieve stable operation in the industry's general low-profit and loss-making environment.
extends." Enhance the ability to resist risks: lay out the whole chain of "mine-cement-home decoration building materials", open up upstream resources, midstream manufacturing and downstream applications, reduce the impact of fluctuations in a single link, and enhance the comprehensive profit space. Cost reduction
through digitalization and intelligentization: We will continue to promote intelligent transformation of production lines, energy consumption control and production scheduling optimization, reduce labor, energy consumption and operation and maintenance costs by technical means, and maintain cost advantages in homogeneous competition.
Layout of green power and optimization of energy structure: self-built photovoltaic and other new energy projects, increase the use of green power, replace fuels on a large scale, reduce dependence on fossil energy, not only reduce the cost of electricity, but also meet the requirements of dual control of energy consumption and carbon emission reduction, which is in line with the long-term green development trend.
Open coordination and industry cohesion: actively embrace the industry, actively participate in regional peak staggering and industry self-discipline, take the lead in resisting vicious competition, and promote the formation of a benign competitive and cooperative market environment.
Breakthrough 2026: Steady development
based on transformation, synergy and compliance Talking about the industry trend in 2026, Wang Hui judged that the total demand for cement in the whole year would be further reduced by 8% -10% , and only a few regions would be slightly stabilized by infrastructure. The industry will still be in a period of deep adjustment. For the future development, he raised expectations from three levels:
1.2.3
.
Wang Hui said that the cement industry, as the basic industry of the national economy, has experienced the pain of adjustment, but the mission of serving the national construction remains unchanged. I hope you will work together to overcome the difficulties, stick to the bottom line of compliance, deepen cooperation, and jointly promote the transformation of the industry to a green, intelligent and high-quality direction.
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