Recently, Conch Cement 's acquisition of part of the western cement business has once again pushed the topic of mergers and acquisitions in the cement industry to the front of the stage.
In recent years, the market environment of cement industry has undergone profound changes. The deep adjustment of the real estate market and the slowdown of the growth rate of infrastructure construction have led to a sharp decline in cement demand. Today's cement market has quietly entered the stock era from the incremental era, and the market competition is becoming more and more fierce. While demand is sluggish, the problem of overcapacity hangs over the industry like the sword of Damocles. Although enterprises have taken more stringent measures such as peak staggering, kiln shutdown and production restriction, due to the large demand gap, the industry inventory is still high, the cement price continues to decline, the profits of many enterprises have shrunk dramatically, and the operating pressure has increased sharply.
In such a dilemma, M & a reorganization/integration is becoming a strategic consensus for leading enterprises to break the ice and reconstruct the pattern.
Conch Cement has said that under the background of weakening demand and intensified competition, the cement industry will usher in a window period of integration, and the company will, at the right time, follow the standard of "market, resources and returns", from the perspective of improving the layout of the domestic market. In areas with low industry concentration and blank market, we should choose opportunities to promote high-quality M & a projects and build long-term competitiveness of enterprises.
Jinyu Jidong has made it clear that the company will take into account all factors and continue to promote the strategic integration of key layout areas. Comprehensive selection of superior enterprises with limestone resources guarantee, location advantages and competitiveness as the goal, choose the opportunity to promote regional industrial integration.
China Resources Building Materials Technology said that in terms of merger and acquisition integration, the company will adhere to reasonable prices, appropriate rhythm and rigorous analysis, and contact potential targets around the Guangdong and Guangxi regions.
Tapai Group also mentioned in the semi-annual report of 2025 that it will actively explore the merger and acquisition integration of regional cement enterprises, give full play to scale benefits, and promote the cement industry to become stronger and better.
Shangfeng Cement said that at present, the industry is at a cyclical low ebb, the follow-up market still has the opportunity to rebound, the integration of industry concentration is accelerating, the tail enterprises withdraw, and the company will seize the opportunity of mergers and acquisitions to further enhance its comprehensive strength.
From the perspective of enterprises, the acquirer of M & a integration can quickly enter the local market, expand its market coverage and enhance its influence in the regional market.
From the industry level, mergers and acquisitions help to enhance industry concentration. Compared with foreign developed countries, there is still much room for improvement in the concentration of China's cement industry. Through mergers and acquisitions, large cement enterprises can integrate market resources, eliminate backward production capacity and optimize industrial structure.
With the continuous evolution of the market environment of the cement industry, mergers and acquisitions will increasingly become a key way for cement enterprises to achieve sustainable development. According to their own strategic planning, powerful enterprises will more actively screen high-quality assets for merger and acquisition integration, further strengthen the main cement industry, and increase the profit base. The improvement of
industry concentration and the optimization of industrial structure will also promote the cement industry to move steadily towards the direction of high-quality development.
浙公网安备33010802003254号