供给侧改革误入两大歧途 建筑业将陷大衰退

2016-05-31 09:45:58

5月30日,银河证券首席策略师孙建波在2016中国金融年度论坛金融创新峰会上表示,在经济结构恶化,建筑业大衰退不可避免的背景下,供给侧改革中要从两大误区中走出来,真正的社会政策托底是保救济不是保就业;而政府过早干预危机,实际上耽误了经济的新陈代谢,泡沫破灭才是创新和改革的前景。

  5月30日,银河证券首席策略师孙建波在2016中国金融年度论坛金融创新峰会上表示,在经济结构恶化,建筑业大衰退不可避免的背景下,供给侧改革中要从两大误区中走出来,真正的社会政策托底是保救济不是保就业;而政府过早干预危机,实际上耽误了经济的新陈代谢,泡沫破灭才是创新和改革的前景。

  孙建波进一步解释,当泡沫破灭到最低点时,经济回报就慢慢出现,企业家开始利用新技术与泡沫遗留下来的廉价资金、基础设施和劳动力相结合,从而推动科技和新产业的繁荣。只有泡沫破灭才能使探索新技术的成本更低,新订单完成起来更有效率。

  “政府过早干预危机,老经济占据资源不释放,造成新创业者双重的成本上升,阻碍经济转型。因此,当前的去产能绝不是每个企业去掉10%,而是伴随着破产的过程。”

  此外,社会上对“十三五”规划中供给侧改革的描述,大多解读为,做好需求管理的时候同时做好结构性改革,以及满足人民群众不断增长的需求。孙建波认为,这也是对供给侧改革本身的误解。政策的重点应该在后半句,即满足人民群众日益增长以及个性化的不断升级的需求。

  面对当前的现状以及两个思维误区,孙建波提出三条出路:

  首先是反垄断。由于中国有相当多品牌市场被外资垄断,如洗发水、车、小饼干等,造成中国品牌销售成本过高,过多占用消费者剩余;

  其次是反不正当竞争。主要是针对于当前在市场上有垄断地位的外资,他们一旦看到中国厂商有一定地位之后,就实施不正当竞争,从而导致民族产业上升的困难。

  第三是科技创新。通过国家科技与民营企业相结合,推动混合所有制改革,尤其来自军工领域的科技能够与民营经济相结合,从而推动国民经济的升级。

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Looking forward to the future, we still need to continue our efforts in breaking through the existing clinker system, innovating the design of new low-carbon clinker (new clinker), breaking through the time lag and multi-scale barriers, building a digital system without "gap" in the whole process, maximizing the value of data, and supporting low-carbon in the whole process (time-sharing power consumption, coal consumption, low-carbon ratio, etc.).

2024-10-29 14:07:23

On October 24, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was held in Wuhu, Anhui Province. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Materials Co., Ltd., Li Jian, Associate Researcher of Chinese Academy of Environmental Sciences, Fan Yueming, Professor of South China University of Technology, Zhuge Wenda, Chairman of Leishan Cement Co., Ltd., Century Xinfeng, Hubei, Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center.

2024-10-24 16:55:38

This article is selected from Song Zhiping's book "Reform Heart Road", which describes his motivation and effect of restructuring cement in those years, and has been published by China Cement Network. Recently, there has been a call for restructuring and mergers and acquisitions in the cement industry. Reviewing this old article may have the effect of reviewing the old and learning the new, encouraging the industry to promote a new round of restructuring, and solving the persistent problems of the industry.

2024-09-16 10:19:30

The introduction of the policy is a signal, which reveals the government's determination, but the real implementation still needs the joint efforts of all parties. Enterprises should respond positively, build self-discipline mechanism, start from themselves, and reduce excessive competition.

2024-08-07 10:54:49

Shandong Province issued the Action Plan for Upgrading the Building Materials Industry (2024-2026), which aims to promote the green, low-carbon and high-quality development of the building materials industry. The action plan focuses on the cement industry and puts forward the tasks of stable growth, structural adjustment, digital transformation, green manufacturing and safety improvement.

2024-07-01 17:05:09

What impact will the new standard bring to the production of cement industry? What changes should cement enterprises focus on?

2024-06-01 10:12:06

In fact, I have no secret to do business, if I have to say, I would like to talk about the three basic points of my business: learning, innovation and responsibility. It is these three basic points that make me stick to the enterprise and make some achievements.

2024-05-22 13:16:41

The first task is to establish a strong pricing strategy to ensure that the rise in the cost side can be transmitted to the price in time to ensure corporate profits.

2024-04-24 15:28:09

Tao Congxi mainly analyzed the current situation of carbon emission in cement industry, the technical path of carbon emission reduction at home and abroad, the "3C" carbon neutralization technology in cement industry, and the "3C" carbon neutralization practice cases in cement industry.

2024-04-03 13:58:22

At present, the cement industry is facing serious internal and external troubles, which can be said to be "the autumn of life and death".

2024-04-02 17:13:02

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

The plan requires that by the end of 2025, the comprehensive energy consumption per unit product of cement clinker will be reduced by 3.7% compared with the end of 2020.

2024-03-21 10:28:24

Aggregate business is a temporary "life-saving straw" for the cement industry, not a long-term solution.

2024-03-06 09:27:02

On March 28-29, China Cement Network will hold the "13th China Cement Industry Summit and TOP100 Award Ceremony" in Hangzhou. During the conference, awards will be given to the top 100 cement and supplier enterprises. At the same time, experts and scholars, China Railway and other construction units will be invited to discuss the new development trend of the cement industry in the future, and work together to create the future!

2024-02-27 09:41:58

The author believes that the expansion of the "concrete city" model also reflects the change of the unequal relationship between the North and the South in the world. In the past, multinational companies grabbed a lot of investment and trade gains, but under the new capitalism of "combination of government and business" in Africa, local political and business elites have risen and formed alliance networks, among which the best have even begun to launch reverse m ergers and reshape "North-South relations". With the retreat of neoliberal influence, a new governance model seems to be emerging in West Africa: the government centralizes the promotion of infrastructure projects, enterprises respond to the call to speed up the landing, and the people vote according to the results of their achievements.

2024-02-07 09:41:37

Commercial concrete is closely related to people's production and life. The practice of fixing or changing commodity prices, restricting the production quantity of commodities and dividing the sales market by the enterprises involved hinders the normal functioning of the market price mechanism, excludes and restricts market competition, and restricts the right of users to freely agree on commodity trading prices. The investigation and punishment of this case restored the market order of fair competition and effectively safeguarded the interests of downstream enterprises and consumers.

2024-01-29 11:52:01

The Regulations on the Development and Application of Bulk Cement and New Wall Materials in Guangdong Province have been adopted by the 22nd Standing Meeting of the 14th Guangdong Provincial People's Government on November 30, 2023, and are hereby promulgated for implementation as of March 1, 2024.

2024-01-11 21:11:51

作为行业龙头,大型水泥企业肩负着引领行业方向、推动行业进步的责任。面临“需求下滑、效益萎缩、产能过剩”等行业困局,水泥巨头们又是如何“出招”的呢?

2023-12-29 14:53:53

这里的水泥厂是华润建材科技旗下的封开水泥,它是华润建材科技规模最大、投资最多、战略位置最重要的水泥生产基地,同时也是封开县的龙头企业之一。

2023-12-21 14:04:07

花园式工厂,高达近百米的预热器和旋窑熟料生产系统像一个来自未来世界的战士,刚毅稳健、充满活力。

2023-12-02 17:51:12

近日,重庆市经济和信息化委员会公开征求对《重庆市材料行业碳达峰实施方案(征求意见稿)》的意见。

2023-11-02 10:56:17

9月12日,由中国水泥网主办的“2023水泥‘双碳’大会暨第十届中国水泥节能环保技术交流大会”在河南郑州隆重召开。

2023-09-12 18:08:43

今年以来,中国经济处在回稳复苏和产业升级的关键期,中央经济工作会议提出“稳增长是今年宏观政策的首要任务”。建材行业是国民经济和社会发展的重要基础产业,是关乎工业经济平稳运行的重要领域。

2023-08-31 19:21:13

日前,《山东省建材行业碳达峰工作方案》(以下简称《方案》)印发,《方案》部署了“12345”举措(1个“严控”,2个“替代”,3个“提升”,4个“行动”,5个“推广”),确保2030年前我省建材行业实现碳达峰。

2023-08-30 10:31:02

开班仪式后,海南省散装水泥办举行了 “2025年封关前后水泥行业发展”座谈会,主要是对海南省水泥行业2025年封关运作的核心问题、特别是海南自贸港封关后国内外水泥相关企业带来的竞争问题进行交流探讨,为海南省水泥行业下一步发展提前谋划。

2023-08-28 17:20:36

推动企业绿能核减政策实施,研究推动水泥行业纳入全国碳排放权交易市场。

2023-08-25 11:19:41

8月22日,工业和信息化部等四部门关于印发《新产业标准化领航工程实施方案(2023─2035年)》的通知。

2023-08-23 13:31:23

从水泥价格、水泥产销量、水泥进出口等方面,分析12个主要国家水泥市场的具体情况。

2023-08-07 16:59:35

在保证水泥产品质量的前提下,推广高固废掺量的低碳水泥生产技术,引导水泥企业使用非碳酸盐原料制水泥。推进水泥窑协同处置垃圾衍生可燃物。

2023-08-03 17:33:19

装上全省水泥行业首个“工业大脑”,智能制造技术和绿色生产工艺的全面推广,让金牛集团逐步实现了管理信息化、控制自动化、现场无人化、过程可视化,成为数字化和绿色低碳发展转型的典范。

2023-07-27 10:13:10

7月13日,德州市人民政府关于印发德州市碳达峰工作方案的通知。

2023-07-14 16:26:35

[水泥大数据研究院]水泥产业链指数运行周报(2023.7.7)

2023-07-07 17:19:08

发展特种水泥不仅是行业创新发展的重要出路,对于社会而言,也是利国利民的大好事。鹤壁同力将在特种水泥差异化道路上踔厉奋发,勇毅前行。

2023-07-07 09:36:55

精彩纷呈的会议令现场嘉宾连连称道,7月7日,“2023中国水泥节能与新能源发展大会”将继续进行!

2023-07-06 18:06:22

依托自身在低碱水泥等方面的优势,宛北水泥在风云变幻的时代浪潮中,找到了属于自己的路。

2023-07-05 11:35:37

[水泥大数据研究院]水泥产业链指数运行周报(2023.6.30)

2023-06-30 17:16:52

6月3日,以“创新驱动,以变应变”为主题的中国混凝土与水泥制品行业大会在江苏南京隆重召开!

2023-06-03 21:19:39

6月3日,2023中国混凝土与水泥制品行业大会在南京隆重召开。

2023-06-03 21:10:14

在南京国际展览中心,2023中国混凝土展的现场,热火朝天。

2023-06-02 21:09:15

经贵阳市民政局贵阳市2021年度社会组织等级评估结果名单第二次公示(2022年11月7日~11月13日),贵阳市混凝土协会荣获“贵阳市2021年度5A级社会组织称号!”

2023-05-17 13:10:30

全力推进绿色建筑的高质量发展,实现建筑业绿色化、低碳化、智能化转型升级和可持续发展是实现中国式现代化的重要任务。

2023-05-10 21:03:58

以建材等特色行业为重点,引导企业对标国际先进水平实施绿色化改造。

2023-05-09 16:31:00

走进金隅冀东水泥铜川、阳泉公司,看到的是传统产业双管齐下、在智能化与绿色化转型过程中的突出成果,感受到金隅集团不断追求卓越的精神风貌,以及作为国企提前布局、有序推进碳中和的责任担当。

2023-05-08 14:05:48

拉丁美洲主要国家的水泥行业已经稳定,在大多数情况下达到了2019年的生产水平。然而,在巴西和墨西哥,不利的经济形势导致建筑材料价格上涨,以至于国内需求放缓。

2023-04-26 11:16:44

4月25日,由中国水泥网举办的“第四届中国水泥智能化高峰论坛”在湖南长沙隆重召开。

2023-04-25 18:24:31

4月19日,河北省发布工业领域碳达峰实施方案。

2023-04-20 11:55:24

会议期间还举行了机制砂新产品新技术展示、机制砂产销对接、协会工作交流等活动。

2023-04-19 15:57:30

报告显示,报告期内西藏天路营业收入38.45亿元,较去年同期的57.77亿元,减少19.32亿元,减幅33.44%。

2023-04-19 14:30:01

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.