Recently, a piece of industry news has attracted wide attention: Brazilian steel giant CSN is pushing forward the sale of its cement business, which is expected to fetch more than 10 billion reals (about 137.
China's face is particularly conspicuous-Anhui that the three Chinese cement giants share the same assets in the South American continent thousands of miles away." It is not only a vivid epitome of the internationalization wave of China's cement industry, but also a reflection of the deep logic of the domestic cement industry seeking breakthroughs in the context of the new cycle.
From the figures: China's cement has become the scale
of the sea, the data is the most powerful evidence. According to the statistics of China Cement Network, by the end of 2025, 92 clinker production lines have been put into operation overseas by domestic cement enterprises, with a total capacity exceeding 102 million tons, an increase of 17. China's cement enterprises have established a second battlefield overseas equivalent to about 6% of the total domestic production capacity.
On the scale of going to sea, Huaxin Building Materials ranks first with 26.598 million tons, Taiwan Cement ranks second with 18.035 million tons, and Conch Cement ranks second with 1646. In addition, the giants of Red Lion Group, Western Cement and China Building Materials have completed their layout in Southeast Asia, Central Asia, Africa and other regions, and the line-ups of enterprises is neat and large-scale. It is also in the forefront of the "sea tide" of domestic manufacturing industry.
The deeper structural factor is that with the deep adjustment of the real estate market and urbanization entering the second half, the large-scale new demand dividend led by infrastructure construction has come to an end. The cement industry is experiencing a historic transformation from incremental market to stock game, which is almost irreversible. It is a realistic logic and a strategic choice
Chinese cement enterprises are competing to go to sea is that the demand curve of emerging markets is on the track of China more than a decade ago.
Africa, Southeast Asia, Central Asia, South America.. The common characteristics of these regions are: low urbanization rate (less than 50% on average in Africa), huge infrastructure gap, booming industrialization process, per capita consumption of cement is far below the global average level, and there is ample room for demand growth.
From the perspective of regional layout, the overseas territory of Chinese cement enterprises spans three continents: Central Asia (Tajikistan, Kyrgyzstan, Uzbekistan) is the first position; Southeast Asia (Indonesia, Cambodia, Vietnam, Myanmar) is the important position of Conch, Red Lion and other enterprises; Africa (Tanzania, Mozambique, Zimbabwe, Nigeria, Zambia, South Africa) is recognized as the next incremental highland, while Anhui Conch, Huaxin Building Materials and China Building Materials are competing for CSN cement assets in Brazil, marking the beginning of Chinese enterprises entering the Latin American market traditionally dominated by European and American giants.
Globalization is the core direction
of the development of large cement enterprises. Today, Chinese cement enterprises can find rich historical reference from three European and American cement giants.
1. Lafarge Holcim: Merger and Reorganization, Self-Evolution
of Building Materials Giant The building materials giant, which was formed by the merger of Lafarge (founded in 1833) and Holcim (founded in 1912) in 2015, is the largest cement merger in the world so far. Holcim's path of expansion has a regular pattern: it first ploughed into the post-war reconstruction of Western Europe, then used the window period of the end of the Cold War to enter Eastern Europe, and then extended its tentacles to Asia and Africa in the 21st century.
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