压减产能协同治理 水泥业打响“反内卷”攻坚战

Core Insights - The Ministry of Industry and Information Technology organized a meeting to address growth stability in the cement industry, focusing on optimizing capacity structure to resolve supply-demand conflicts and promoting high-quality development [1] - The meeting emphasized the need for leading enterprises to implement capacity replacement policies and ensure alignment between actual and registered capacities by the end of 2025 [1][2] Group 1 - The cement industry is currently facing a demand downturn, leading to an overall capacity utilization rate of around 50% [1] - The meeting outlined a clear path to avoid chaotic competition and promote structural upgrades within the industry, prohibiting the addition of new capacities and regulating existing ones [1] - The policy is expected to reduce clinker capacity by 10%, creating conditions for price recovery [2] Group 2 - Industry associations are tasked with enhancing self-discipline, conducting supply-demand balance research, and organizing staggered production to prevent unfair competition [2] - The China Cement Association has previously issued guidelines to unify registered and actual production capacities, with local associations implementing detailed capacity adjustments [2]