当前,我国水泥行业正处于供给侧结构性调整和产业升级的重要时期。一方面,受宏观经济增速放缓、基建投资疲软等因素影响,水泥行业需求持续走弱,增速同比出现大幅下滑。另一方面,过去一段时间行业产能规模不断扩大,导致目前产能利用率低迷,严重的产能过剩状态愈发凸显。在这种背景下,2022年和2023年,水泥企业利润出现断崖式下跌,较2019年同期分别下滑超过80%,行业整体进入冰河期。展望未来,水泥业有望迎来一轮提质增效、转型升级的长周期调整。
Title: Cement industry ushers in long-term adjustment
Keywords: Overcapacity, Shrinking demand, Declining profits
News content: At present, China’s cement industry is in an important period of supply-side structural adjustment and industrial upgrading. On the one hand, affected by the slowdown in macroeconomic growth, weak infrastructure investment and other factors, the demand for the cement industry continues to weaken, and the growth rate has fallen sharply year-on-year. On the other hand, the production capacity of the industry has continued to expand over the past period, resulting in the current low capacity utilization rate and a serious state of overcapacity. Against this backdrop, in 2022 and 2023, cement companies’ profits plummeted, falling more than 80% from 2019, with the industry as a whole entering an ice age. Looking ahead, the cement industry is expected to usher in a long cycle of quality and efficiency enhancement and transformation and upgrading.
【来源】http://www.chinanews.com/cj/2024/02-28/10170967.shtml
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