Core Points - The Ministry of Industry and Information Technology (MIIT) of China emphasizes the strict implementation of cement capacity replacement policies by key enterprises [1] - A meeting was held to discuss the "Building Materials Industry Stabilization and Growth Work Plan (2025-2026)", which prohibits the addition of new cement clinker capacity [1] Group 1 - The MIIT highlights the need to address the prominent supply-demand imbalance in the cement industry, aiming for dynamic balance and industrial transformation [1] - Key enterprises are required to develop capacity replacement plans for excess registered capacities by the end of 2025, ensuring alignment between actual and registered capacities [1] - Industry associations are tasked with enhancing self-regulation, conducting regional market supply-demand balance studies, and organizing staggered production in the cement industry [1] Group 2 - The meeting included participation from various organizations such as the China Cement Association and major cement companies like Anhui Conch Group and China National Building Material Group [2]

Core Viewpoint - The meeting organized by the Ministry of Industry and Information Technology emphasizes the importance of stabilizing growth in the cement industry as a key measure to implement the decisions of the central government, ensuring the safety and stability of the industrial supply chain [1][2]. Group 1: Industry Growth and Policy Implementation - The meeting highlighted the need to accelerate the implementation of the "Cement Industry Stabilization Growth Work Plan (2025-2026)" to enhance the quality and efficiency of the cement industry, promoting stable operations and structural optimization [1]. - It was noted that there is a significant imbalance between supply and demand in the cement industry, with a focus on achieving dynamic balance and promoting industrial transformation and upgrading [1][2]. - The meeting called for a prohibition on new production capacity, regulation of existing capacity, and the elimination of outdated capacity to address the supply-demand contradiction [1]. Group 2: Role of Key Enterprises and Associations - Key enterprises are urged to play a leading role by strictly implementing policies related to cement capacity replacement and regulation, with a deadline set for the end of 2025 to develop capacity replacement plans for excess registered capacities [2]. - Industry associations are tasked with enhancing self-discipline, conducting research on regional market supply and demand balance, and organizing staggered production in the cement industry to prevent unfair competition and promote a favorable development environment [2].