在天津市津南区中铁十八局集团有限公司总部的中控屏上，记者看到，远在甘肃省临夏州的中铁十 八局兰合铁路项目预制构件厂里，叉车机器人正在输送一个个光滑平整的预制构件，码垛机器人快速精 准地将其摆放整齐。"这条预制构件智能化生产线能满足1200多个模具同时运转，1天可完成5300件预制 构件，生产效率较传统生产线提升近3倍。"该项目负责人高鸿毅介绍。 "2024年以来，中铁十八局锚定发展为实力强劲、行业一流现代化产业集团的目标，推进品质化、 专业化、高端化、精细化、数智化、绿色化'六化转型'。"中铁十八局集团党委书记、董事长闫广天 说。目前，集团已在海底隧道、水下隧洞、长大隧道、特异型桥梁等方面形成技术优势，参与了国内 60%以上海底隧道、50%以上特长隧道的建设。 攻克难题 在中国建筑业协会2024年度行业技术创新大会上，中铁十八局联合系统单位共同研究的"引汉济渭 超长深埋秦岭隧洞关键技术及应用"入选行业十大技术创新名单。 近年来，中铁十八局加大战略性新兴产业布局力度，提升智能化生产水平，让绿色环保业务成为企 业新的增长极。 坐落于广东清远的中国铁建华南清远盾构基地，是由中铁十八局集团市政工程有限公司组建并运营 ...

Industry Overview - The cement industry in China is undergoing unprecedented transformation pains, characterized by overcapacity, shrinking market demand, and intense price competition, leading to increasing "involution" phenomena [1] - Industry consolidation is expected to be the main theme in the coming years, with a slight acceleration in mergers and acquisitions since 2024, driven by policy guidance and market pressures [1] - The concentration of the industry is anticipated to increase, with leading companies expanding market share through mergers and restructuring, while smaller firms face integration or exit [1] Technological Innovation - Technological innovation is crucial for overcoming current challenges, with cement companies needing to invest in energy conservation, low-carbon production, and smart transformation [1] - The application of Carbon Capture, Utilization, and Storage (CCUS) technology will be vital for achieving carbon neutrality goals in the cement industry [1] Industry Chain Extension - Extending the industrial chain provides new growth opportunities for cement companies, allowing them to integrate operations across aggregates, concrete, and prefabricated components [1] - This strategy enhances resilience against cyclical fluctuations and improves overall profitability, as demonstrated by leading companies like China National Building Material [1] Globalization Strategy - Globalization is another avenue to alleviate domestic overcapacity, with Chinese cement companies expected to find new growth in overseas markets through technology export, capacity cooperation, and investment in foreign plants [2] - This approach not only relieves domestic pressure but also enhances the global influence of the Chinese cement industry [2] Policy Coordination - Coordinated policies are essential for the healthy development of the industry, requiring alignment between industrial, environmental, carbon, and financial policies [2] - A robust social security and employee placement mechanism is necessary during the capacity exit process to ensure a smooth industry transition [2] Future Outlook - The cement industry is experiencing a transformation that reflects a shift from extensive growth to high-quality development, with "capacity reduction" aimed at creating a healthier and more sustainable industrial ecosystem [3] - The future will likely see a "Matthew effect," where companies with scale advantages, technical strength, and management capabilities will thrive, while outdated capacities gradually exit the market [3] - The industry is expected to emerge from its "involution" dilemma, entering a new phase of healthier and sustainable development [3]