台泥国际董事总经理吴义钦于业绩发布会上表示，预期今年行业产能增长不会高于5%，而煤炭成本有机会再下跌，有利毛利率改善。
台泥国际董事总经理吴义钦于业绩发布会上表示，预期今年行业产能增长不会高于5%，而煤炭成本有机会再下跌，有利毛利率改善。他指出，行业仍存在产能过剩的情况，但长远会逐步改善，现时水泥需求主要依赖基建推动，预期房地产市场今年仍然不稳定。去年集团水泥平均售价每吨255元人民币（下同），下半年为234元。他指出，今年首季水泥价格按季有所下跌，料今年上半年仍会延续跌势，因房地产市场仍在清理库存，调控政策放宽的效用亦需时发挥，期望随着房地产市场新开工宗数复苏，下半年水泥价格可以回升。
他指，中央致力淘汰过剩产能及限制新增产能，集团未来会继续透过并购来扩张产能，主要集在中华南及西南地区。
CEMPI
133.77
+0.03 +0.02%
CONCPI
112.35
-0.15 -0.13%
CLKPI
141.57
+0.39 +0.28%
SPPI
50.58
-0.05 -0.10%
MORPI
80.53
+0.10 +0.12%
Adani is also a big man in the Indian cement industry and is the second largest cement producer in India. He entered the industry in 2022 with the acquisition of Holcim's cement business in India, which acquired about 70 million tons of cement per year for $10.5 billion. Adani plans to expand its annual cement production capacity to 140 million tons by 2028. Adani has previously invested $1.6 billion to acquire Sanchi Cement and Penna Cement, and is expected to acquire an additional 21 million tons of production capacity.
