Should the cement industry cancel capacity replacement?

2024-08-01 09:50:18

The purpose of capacity replacement is to curb capacity growth, but the result is just the opposite.

In recent years, there have been more and more calls to stop capacity replacement. Should the cement industry cancel capacity replacement?

Recently, China Cement Network communicated with Dr. Ma Weiping, former chairman and president of Yaobai Cement Group. Ma Weiping said that the purpose of capacity replacement was to curb capacity growth, but the result was just the opposite.

Why? Ma Weiping analysis: First, there is no clear requirement for the replaced production capacity. Many small production capacity and zombie production capacity turn into advanced production capacity with the help of capacity replacement, which aggravates the contradiction between supply and demand. Second, there is no strict requirement for replacement in different places, so many markets with relatively good demand are in deep trouble.

Ma Weiping appealed that the cement industry should keep pace with the times and revise the capacity replacement policy.

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Correlation

Should the cement industry cancel capacity replacement?

The purpose of capacity replacement is to curb capacity growth, but the result is just the opposite.

2024-08-01 09:50:18

CEMPI

102.52

+0.29 +0.28%

CONCPI

86.76

+0.11 +0.13%

CLKPI

105.87

+0.60 +0.57%

SPPI

42.11

+0.13 +0.31%

MORPI

71.86

+0.03 +0.04%

[12.3-4 Wuhan, Hubei] The 16th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference and the 1st Solid Waste Comprehensive Utilization and Fluidized Solidified S

In order to help cement enterprises go through the cycle and green transformation, China Cement Network will hold the "16th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference and the First Solid Waste Comprehensive Utilization and Fluidized Solidified Soil Development Conference" in Wuhan, Hubei Province from December 3 to 4, 2026, and release the "2026 Cement Kiln Co-processing Hazardous Waste Capacity Ranking List" at the same time. The conference will focus on in-depth discussions on green low-carbon transformation of cement enterprises, energy saving, carbon reduction and efficiency enhancement, solid waste disposal and comprehensive utilization of resources, research and development and industrial application of green low-carbon cementitious materials, so as to provide the industry with authoritative policy interpretation, key technologies and incremental market expansion.