当前,我国水泥行业正处于供给侧结构性改革的攻坚期。多年来,为追求规模扩张,水泥企业进行了大量重复建设,导致产能严重过剩。与此同时,下游实体经济增速放缓,基础设施建设进入缓中趋稳期,市场需求持续萎缩。在供需失衡的压力下,水泥价格难以提升,企业利润下滑严重。数据显示,2022年和2023年,行业利润较2019年同比下跌80%以上。面对产能过剩和需求萎缩的“双重挤压”,水泥业进入了一个艰难的调整期。这将是水泥企业结构性调整、转型升级的重要契机。
Title: Cement industry enters important adjustment period
Keywords: Overcapacity, Shrinking demand, Falling profits
News content: At present, China’s cement industry is in the critical period of supply-side structural reform. Over the years, in pursuit of scale expansion, cement enterprises have carried out a lot of duplicate construction, resulting in serious excess capacity. At the same time, the downstream real economy growth slowed down, infrastructure construction entered a steady slowing period, and market demand continued to shrink. Under the pressure of supply and demand imbalance, cement prices are difficult to increase, and corporate profits have plummeted. The data shows that in 2022 and 2023, the industry profits fell by more than 80% compared with 2019. Faced with the “double squeeze” of excess capacity and shrinking demand, the cement industry has entered a difficult period of adjustment. This will be an important opportunity for cement enterprises to carry out structural adjustments and transformation and upgrading.
【来源】http://www.chinanews.com/cj/2024/02-28/10170967.shtml
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