控产量去产能
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水泥业稳增长须控产量去产能
Jing Ji Ri Bao· 2025-11-02 21:55
Core Viewpoint - The sustainable profitability of the cement industry is crucial for its high-quality development, necessitating measures to curb low-price dumping, establish a fair market competition environment, and regulate market order [1][2]. Group 1: Industry Challenges - The cement industry faces a significant imbalance between supply and demand, with domestic demand expected to decline over the next 5 to 10 years, making it imperative to achieve supply-demand balance for price recovery and profitability [2]. - There is an issue of overcapacity in the cement industry, exacerbated by a competitive environment characterized by low-price sales below cost, leading to increased losses among enterprises [1][2]. Group 2: Policy Measures - The recently introduced "Construction Materials Industry Steady Growth Work Plan (2025-2026)" provides a clear development path for the cement industry, emphasizing the need for self-discipline and peak production scheduling to control output and stabilize growth [2][3]. - The plan advocates for strict policy implementation, integrity in business operations, and a focus on industry health, promoting the idea that industry benefits should take precedence over individual enterprise interests [3]. Group 3: Future Directions - The industry is encouraged to shift its competitive focus from price wars to quality, technology, service, and green low-carbon initiatives, which will enhance overall productivity and provide sustained momentum for stable development [3].