The effect of peak staggering production in Guangdong cement industry is greatly reduced

2025, Liu Jibin, Executive Vice President of China Cement Association, Zhang Shoujie, President of Qinghai Building Material Industry Association, Yu Xiuying, Secretary-General, and Wang Jianbo, Vice Secretary-General of Gansu Building Material Industry Association, came to Guangdong Cement Industry Association to carry out exchange and research on carbon trading, capacity management and off-peak production. Li Li, Executive Vice President of Guangdong Cement Industry Association, Xu Richang, Secretary, Vice President and Secretary-General of the Joint Party Branch of Guangdong Cement Industry Association, and Xiao Huiyu, Deputy Secretary-General, participated in the discussion and exchange. Executive Vice President

Li Li first welcomed Liu Jibin, Executive Vice President of China Cement Association, Zhang Shoujie, President of Qinghai Building Material Industry Association, Yu Xiuying, Secretary-General, and Wang Jianbo, Vice Secretary-General of Gansu Building Material Industry Association, and pointed out that the contradiction of excess capacity in Guangdong Province will intensify in 2025, and the regional market competition will deteriorate. At present, the growth rate of infrastructure investment in our province is slowing down, real estate investment continues to decline, and cement demand is difficult to improve in the short term, while the verification methods of daily output of cement clinker , enterprise treatment measures exceeding daily and annual production capacity are still unclear, and some enterprises are still waiting to standardize capacity management. The relaxation of the implementation of the peak-staggering production plan has greatly reduced the effect of peak-staggering production in the industry and further aggravated the contradiction between supply and demand in the market. In addition, the pressure of foreign cement has been further increased. In order to compete for market share, some enterprises have adopted low-price dumping measures, which has seriously damaged the market environment of fair competition and brought severe challenges to the cement industry in Guangdong. Vice President and Secretary-General

Xu Richang introduced the general situation of the cement industry in Guangdong Province, reported on the economic operation, carbon trading, capacity replacement and existing problems of the cement industry in Guangdong Province in the first three quarters of 2025, as well as the implementation of the relevant work arrangements of the Ministry of Industry and Information Technology and other six departments on the steady growth of the industry in the fourth quarter. Yu Xiuying, Secretary-General of

Qinghai Building Material Industry Association, introduced the general situation of the industry in the first three quarters of 2025, equipment operation rate, economic operation, capacity replacement, peak staggering production and countermeasures for existing problems. Liu Jibin, Executive Vice President of

China Cement Association, listened carefully to the opinions and suggestions of the delegates. He pointed out that in the face of the current situation of declining demand in the cement industry, peak staggering production is still the most effective way to solve the contradiction between supply and demand in the short term. We must deepen industry self-discipline, strengthen peak staggering production, standardize capacity management, resolve "involution" competition, enhance mutual trust, and jointly safeguard the industry ecology. Leading enterprises and provincial associations in the industry should stand at the height of high-quality development of the industry, take the initiative and firmly coordinate the market.

At the meeting, the two sides discussed the difficulties of incorporating the cement industry into the national carbon emission trading market, disorderly competition in surrounding provinces, declining industry profits and weakening peak staggering effect from the aspects of maintaining industry ecology, promoting supply-side reform (implementing capacity replacement, shutting down inefficient production capacity), differentiating peak staggering production and deepening the coordination of surrounding provinces.