[原创]从价格战到综合实力 水泥行业迎来新一轮洗牌

2020-01-09 09:41:02

过去价格战的实力并不会对企业的存续造成致命性打击,但是未来的竞争或将引起新一轮行业洗牌。

     “水泥行业的竞争终将由简单的价格战转向全面综合实力的比拼。”有行业分析师近日断言。

  短短三年,水泥行业迅速摆脱阴霾,不断刷新着行业效益新高度。这其中既有供给侧改革深化带来的宏观经济的改善,也有错峰生产常态化以及环保限产带来的供需关系的改变,更有市场竞合关系潜移默化的影响。在这些因素的作用下,水泥行业跑出了一条不同于其他传统制造业的快车道。

  曾几何时,正如多数传统资源型产业一样,水泥行业经过百余年的发展,产业生态非常成熟和健全,企业间的竞争更多在于产品端的价格比拼。不少时候和地区,企业间为了扩展和争夺市场,可供选择的战术手法并不丰富。无论是2015年华润水泥在广东市场推出的“N-1”策略,还是海螺进入新市场依靠低成本降价的惯例,终究是价格手段。

  随着水泥价格保持高位稳定的趋势愈加明显,行业利润大概率将无法维持过去几年的增长率,但孕育中的行业新常态则逐步形成。行业新常态下价格战虽然依然是企业竞争的手段之一,但是其重要性逐步让位其他方面,更可以认为未来水泥企业之间的竞争向全面综合实力比拼的转变。

  绿色矿山、超低排放、智能化、产业链和企业间的竞合关系等等都将是综合实力比拼中不可或缺的一环,虽然每单个环节的落后并不会影响企业的效益水平,但综合水平则关系到企业的生死存亡。

  矿山治理一直以来是水泥企业在建设和发展中最主要的短板之一。由于政策和观念等种种原因,水泥企业在矿山开采中多为粗放式,并无边开采边恢复的可持续发展理念,常常造成资源未得到充分利用,尾矿问题日趋严重。随着政策的收紧和对于高质量生态环境要求的急迫,矿山治理这份“旧账”已到了不得不重视的地步。不少地方制定颇为严厉的政策,对于不能建设绿色矿山的企业给予暂停开采等一些惩罚。在石灰石资源日趋紧张的当下,矿山对于水泥企业的重要性不言而喻。

  2017年底,河南在《关于征求河南省2018年大气污染防治攻坚战工作方案(征求意见稿)修改意见的通知》率先提出“超低排放水泥企业或可不用参加错峰生产”。随后,在差异化错峰的加持下,超低排放蔚然成风。高价位情况下,获得额外的生产时间,对于提高效益和扩展市场无疑有巨大优势,也将大幅提升水泥企业的环保改造积极性。

  智能化在几年前似乎和水泥行业并无多少关联,百年来水泥行业作为传统工业生产方式相对成熟,特别是新型干法水泥推广以来,水泥生产技术工艺一度被认为已经固化,但自中国建材和海螺两大水泥集团发力智能化时,才发现原来如此传统的产业也可以富含“科技范儿”。当然,智能化并不是单纯为了炫技,而是超前意识的布局。统计局最新数据显示,虽然工业经济总量稳步增长,但是用工人数有所下降。这背后与劳动力结构转变有密切关系,劳动力逐渐短缺无疑将成为劳动密集型产业发展的短板,智能化水平将关系到企业未来能否可持续发展。

  正如国际老牌水泥建材集团一样,国内不少水泥集团已经或者正在推进建材全产业链的建设。延长产业链对于水泥企业扩大规模,把控上游和终端市场有着至关重要的作用。特别时随着对于河道的整治,天然砂日益紧俏,价格飞涨。这也为拥有矿山的水泥企业提供了新的盈利增长点,纷纷布局机制砂领域。

  可以预见,伴随着国内水泥行业的成熟,水泥价格作为过去企业竞争的唯一手段重要性将逐步降低,而紧随其后的则是以智能制造、超低排放为代表的综合实力较量。更重要的是,过去价格战的实力并不会对企业的存续造成致命性打击,但是未来的竞争或将引起新一轮行业洗牌。

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On October 16, Gezhouba Cement held a briefing on production and operation in the first three quarters of 2024, summarized and analyzed the production and operation work in the first three quarters, and arranged for the deployment of key work in the fourth quarter. Gui Tongsheng, secretary of the Party Committee and chairman of the board of directors of the company, attended the meeting and made a speech. Yang Dan, deputy secretary of the Party Committee and general manager of the company, presided over the meeting.

2024-10-17 09:14:23

A Picture to Understand the Semi-annual Report of Shangfeng Cement in 2024

2024-08-28 22:03:09

In his speech, Gui Tongsheng emphasized that the company must set up correct expectations, accurately position itself, maintain confidence and determination, coordinate short-term and long-term, scale and quality, development and safety, reform and stability, firmly shoulder the political responsibility of restorative growth, and continue to press forward towards the annual target task with solid work.

2024-08-09 09:57:02

According to the China Cement Network Market Data Center, the Northeast region shut down the kiln again for 15 days in August, which played a supporting role in cement prices.

2024-07-26 17:06:09

Yang Dan led a team to visit Anhui Conch Group to explore deepening strategic cooperation, focusing on smart factories, new energy, new materials and digital technology, and jointly promote the healthy and high-quality development of the cement industry.

2024-07-24 23:11:27

Jiangsu Jinfeng Group is also a large local enterprise in Jiangsu, the "leader" of the cement industry in Jiangsu, and the largest single cement production base in the country. After more than 40 years of development, the group has changed from an unknown small cement plant to 70.

2024-06-11 16:12:09

As the "special forces" of the cement industry, the two sides have a high degree of business fit and broad cooperation space. It is hoped that the two sides will focus on strengthening, optimizing and expanding the special cement business, further strengthen communication and docking, and promote complementary advantages and pragmatic cooperation.

2024-06-06 10:20:11

Let's look back on those historical moments that have gathered wisdom and stirred up thinking!

2024-05-09 10:19:56

In the next step, enterprises at all levels of China National Building Material Co., Ltd. will continue to implement Xi Jinping's ecological civilization thought, uphold the enterprise mission of "materials create a better world" of China National Building Material Co., Ltd., further restore green, expand green and increase green, actively carry out the construction of green factories and ecological factories, build garden factories and beautiful factories, and promote the harmonious coexistence of enterprises and nature, man and nature.

2024-05-06 09:24:59

Yang Dan thanked South Kazakhstan National University for its warm reception, and introduced the company's investment and development in Kazakhstan, as well as the development orientation and ideas of the cement industry.

2024-04-24 09:28:27

According to the China Cement Network Market Data Center news, 25 major manufacturers in Nanjing notice to raise the price of bulk cement 20 yuan/ton, the implementation remains to be observed. The market demand in other regions is general, and the cement market is stable and weak.

2024-03-30 13:06:23

According to the data center of China Cement Market, the market in Northeast China has started initially, and the demand for cement has recovered poorly. The price of cement in Heilongjiang is stable for the time being, but the quotation of leading enterprises is different. There are few construction sites in Jilin area, and the price of cement is low. In Liaoning, the demand for cement in central Liaoning is insufficient and the price is running at a low level.

2024-03-30 12:55:26

According to China Cement Market Data Center, the market demand in Chengdu, Sichuan Province has recovered recently, and some leading enterprises in Chengdu and its surrounding markets have raised the price of bulk cement by 30 yuan/ton in the week, and the actual implementation remains to be observed. Cement prices in some markets in Chongqing and Yunnan are about 20-30 yuan/ton lower.

2024-03-30 00:57:03

She emphasized that the price war in the sand and gravel industry would be carried out in the future, and even there would be a dangerous situation of "1 yuan decides life and death".

2024-03-29 18:34:52

He believes that in 2024, the policy side will change from increasing production and guaranteeing supply to stabilizing production and guaranteeing supply, and the expansion of coal production capacity will be narrowed, and 20 million tons of production capacity are expected to be withdrawn, including 8 million tons of thermal coal and 12 million tons of coking coal.

2024-03-29 18:32:45

He pointed out that the cement industry has the basic conditions to implement the allocation of carbon quotas based on the industry benchmark method, and can adopt the industry benchmark method of historical output/actual output.

2024-03-29 18:27:01

He said that the two sessions set the situation of the real estate industry, defused real estate risks, reduced restrictive measures, increased the supply of affordable housing construction, and promoted new urbanization.

2024-03-29 18:23:38

He said that supply chain management is a new thing in China, especially in the construction industry, and there are some problems at all levels, such as insufficient understanding, institutional constraints, multi-level management, long chain and low decision-making efficiency.

2024-03-29 18:17:41

On March 29, the "2024 13th China Cement Industry Summit Main Forum and TOP100 Award Ceremony" was held grandly.

2024-03-29 18:00:30

He said that there are many challenges in the development of the cement industry, such as limited limestone resources and other raw materials, and global environmental protection requirements for carbon emissions in the cement industry.

2024-03-29 17:57:57

He proposed that the cement industry should first establish and then break, first stabilize and then advance, and must realize that there is no winner in low-price competition, enterprises should look at the world; use differentiated competition, technological innovation and cooperation to replace low-price competition; rigid capacity reduction should be put on the agenda as soon as possible.

2024-03-29 17:13:52

According to the cement market data center, In the early stage, the leading enterprises in Guanzhong area of Shaanxi had notified to raise the cement price by 30 yuan/ton. Recently, the market demand has declined, coupled with the impact of price reduction in the surrounding market, the quotation of enterprises in Guanzhong area has dropped by about 20 yuan/ton in the week.

2024-03-29 17:12:50

She said that the revised content of GB175-2023 General Portland Cement has a certain impact on cement enterprises.

2024-03-29 16:57:48

He said that high-end technologies such as the application of intelligent and digital technologies have promoted the productivity innovation and the progress of production relations in the new era and new pattern of the cement industry.

2024-03-29 16:10:02

Li Huaihe said that the overall management of the construction industry is extensive and the level of information technology is low, so there is an urgent need for digital transformation to improve the efficiency and management level of the industry.

2024-03-29 15:07:06

Futures market can help cement enterprises better cope with market risks and promote better and more stable development of cement industry with high quality.

2024-03-29 14:01:49

He stressed that digital transformation and upgrading is essential to enhance the competitiveness of cement enterprises.

2024-03-29 12:15:59

Faced with difficulties and challenges, Xiao Jiaxiang proposed that the cement industry should maintain rationality and resilience, strengthen confidence, overcome difficulties and promote high-quality development of the industry.

2024-03-29 12:00:33

Zhang Liqun predicts that China's economic growth will continue to pick up in 2024, with an economic growth rate of no less than 5%.

2024-03-29 11:28:51

Shao Jun believes that the industry should analyze its internal and external causes, take the initiative to solve the problems of overcapacity, the elimination of the elimination, the merger of the merger, the volume of the volume, the development of the development.

2024-03-29 11:12:17

Lu Yanchun said that overcapacity and shrinking demand are the main contradictions in the current development of the cement industry.

2024-03-29 10:27:12

The introduction of the new version of GB 175-2023 General Portland Cement Standard will further improve the quality of cement products, play a vital role in promoting the high-quality development of the cement industry, and is an important achievement.

2024-03-28 19:34:43

At the meeting, Ba Taibin, senior consultant of China Cement Network and professor-level senior engineer of Zhengzhou Tonghui Design Institute, made a keynote report on "Research and Application of Deep Denitrification Technology at the Source of Cement Plant".

2024-03-28 19:27:49

At the meeting, Tao Congxi, the chief expert and professor-level senior engineer of China Resources Building Materials Technology Holdings Co., Ltd., made a keynote report on "3C Carbon Neutralization Theory and Practice Exploration in Cement Industry".

2024-03-28 19:26:37

Cement enterprises need to take green transformation, technological innovation, intelligent transformation and other means to complement each other and support each other as an overall strategy to jointly promote technological progress in the industry and meet the new era of green intelligence in the cement industry.

2024-03-28 19:16:46

On the morning of March 28, the 13th China Cement Industry Summit hosted by China Cement Network was successfully held. Associate Professor, Southwest University of Science and Technology Qi Yanyong brought a wonderful report to the summit on the theme of "Operation Method of Firing System under the Background of Carbon Emission Reduction".

2024-03-28 19:00:38

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.