The cement industry is expected to make considerable profits

In recent years, the cement industry has been running smoothly, with remarkable achievements in curbing new production capacity. The investment in energy conservation and emission reduction technology transformation and management level improvement has been adhered to, the operating cost has been continuously reduced, and the profit space has increased. In the future, we will continue to eliminate backward production capacity, integrate the market, and improve the industrial concentration. With the goal of technology improvement and green low carbon, we will continue to promote the high-quality development of the industry.

This year, in the face of increasing downward economic pressure, the cement industry will earnestly implement the decision-making and deployment of the Party Central Committee and the State Council, and deepen the implementation of the eight character policy of "consolidate, enhance, enhance, and unblock" We will firmly establish and implement new development concepts, deepen supply side structural reform, and ensure the overall operation of the industry. According to the data released by the Ministry of industry and information technology, from January to September this year, the production and efficiency of the cement industry maintained a growth trend, with the national cement output of 1.69 billion tons, a year-on-year growth of 6.9%, of which the cement output in September was 220 million tons, a year-on-year growth of 4.1%. The national cement industry achieved an operating revenue of 719.9 billion yuan, a year-on-year increase of 14.3%, 9.8 percentage points higher than the growth rate of the whole industry, and a total profit of 131.8 billion yuan, a year-on-year increase of 25.3%, 27.4 percentage points higher than the growth rate of the whole industry.

From the point of view of cement price, it still tends to be a reasonable range. Since this year, the overall price of cement products in China has shown the characteristics of slightly increasing year-on-year and decreasing month on month. According to the industry monitoring data provided by digital cement network, the cement price continued to fall from January to August, and the cement price index fell from 121.5 in January to 113.8 in August, down 6.3%. After entering the golden nine silver ten traditional peak season, the cement price picked up slightly. In September, the cement price index was 114.4, up 0.5% month on month. From the point of view of export, the export volume of cement clinker decreased and the import volume increased. From January to August this year, China's cement clinker exports totaled 299000 tons, down 76.8% year-on-year, imports totaled 12.553 million tons, up 114% year-on-year, and imports amounted to $575 million, up 120.8% year-on-year, seriously impacting the domestic coastal cement market.

On the whole, in the context of sustained and stable growth of national economic development, the economic operation of the cement industry is stable, the achievements in curbing new production capacity are obvious, and the overall fluctuation of cement price in South China is reduced, but the serious problem of cement overcapacity in various regions has not been effectively solved, and the willingness of new cement projects in some provinces is still strong. Kong Xiangzhong, executive chairman of China Cement Association, told the Economic Daily that in the next step, the cement industry should continue to firmly establish and practice new development concepts, focus on quality and efficiency, take supply side structural reform as the main line, strictly control new production capacity, strictly implement the policy of capacity reduction and replacement, properly handle the remaining problems of project construction, actively explore market-oriented capacity removal mode, and The extension of large industrial chain and investment in overseas cement projects aim to improve technology and green and low-carbon, and constantly promote the high-quality development of the industry.