Jin Shengyue, Cement Big Data Research Institute: The cement industry is facing great uncertainty due to the inclination of national resources

2020, the "2020 China Cement Intelligent Summit Forum and the 12th International Grinding Summit" was held in Luoyang, Henan Province. With the theme of "Digital Future Intelligent Cement", the Summit invited representatives of advanced enterprises and experts from industrial robots, control systems, industrial communications, machine vision, automation equipment and other fields. Jin Shengyue of

Cement Big Data Research Institute made an important speech entitled "Based on 2020, View the Rise and Fall of the Global Cement Industry", pointing out that the cement industry is facing great uncertainty due to the inclination of national resources. With the deterioration of the global economy, the demand for cement varies from country to country. For example, the performance of multinational companies is poor in production and marketing, and the regional differences are significant. Except for Waterland Pavilion, the rest of the companies have a year-on-year decline, the range is not more than 10%.

Back in China, GDP in the first three quarters turned positive year-on-year, growing by 0.7%, and China may become the only major economy with positive economic growth in 2020. From January to August , clinker imports reached 18.7715 million tons, an increase of 49.54% over the same period last year. In

other countries, the month-on-month growth rate of the construction industry and the output value index of the construction industry in Europe have gradually returned to the pre-epidemic level, and there has been no permanent closure of cement plants, which does not constitute a structural change for the time being. Only one cement plant in the United States has been shut down due to epidemic restrictions, and the economic downturn has not had a widespread impact on the cement industry. Indonesia has a serious overcapacity , with domestic sales of 38.47 million tons; domestic demand is insufficient, and the capacity utilization rate is only 54%. Vietnam's cement production capacity is 101 million tons, with a compound annual growth rate of about 11% in 20 years. Another 7.5 million tons/year production capacity will be put into operation soon, and the demand in Vietnam is limited. 30% to 40% of the cement clinker is exported, and China is the largest export market for Vietnam's clinker.