Recently, Wannianqing made it clear on the investor relations platform that upgrading industrial concentration through mergers and reorganizations is one of the important ways for the cement industry to meet current challenges and achieve long-term high-quality development.
This statement is not an example. The double squeeze of weak demand and overcapacity is making the cement industry fall into the dilemma of "involution" competition. In this context, with the clear guidance of top-level policies, a wave of breakthroughs through integration has been fully spread in the cement industry.
As the market demand continues to bear pressure, the "involution" chaos dominated by low-price competition intensifies, the living space of small and medium-sized enterprises is constantly compressed, and the tail enterprises accelerate their withdrawal, which creates favorable conditions for the M & a expansion of high-quality enterprises. Although the concentration of domestic cement industry has been significantly improved compared with the early years, there is still a gap compared with developed countries. It has become the consensus of the industry to enhance industrial concentration and optimize the capacity structure. The Special Action Plan for Energy Conservation and Carbon Reduction in Cement Industry issued by the
National Development and Reform Commission and other departments points out that it is necessary to optimize the industrial layout and capacity regulation, encourage leading cement enterprises to carry out cross-regional and cross-ownership mergers and reorganizations, and anchor the direction of the integration process from the policy level. In terms of
enterprises, Conch Cement has a long layout, clearly taking "market, resources and returns" as the standard, aiming at areas with low industry concentration and gaps to promote high-quality mergers and acquisitions and consolidate long-term competitiveness. BBMG Jidong focuses on enterprises with limestone resource guarantee and location advantages to promote strategic integration; China Resources Building Materials Technology focuses on Guangdong and Guangxi regions to contact potential targets at a reasonable price and appropriate rhythm; Tapai Group mentioned in the semi-annual report of 2025 that it should actively explore regional mergers and acquisitions and release scale benefits; specific cases have also emerged intensively." Conch Cement's acquisition of Western Cement assets in Xinjiang has recently been completed, which will undoubtedly increase Conch's market share in the local market, increase profits, and then enhance its comprehensive competitiveness.
Red Lion Cement acquired Gansu
BBMG Jidong through the acquisition of Shuangyashan Cement and Liaoning leading enterprises in https://price.ccement.com/brandnewslist-1-1000217..
have made mergers and acquisitions with resources, regions and benefits as the anchor points. It is speeding up the elimination of inefficient production capacity and reshaping the market structure. Active change in this trough period will not only promote the industry concentration to the international level, but also inject new momentum into the cement industry for energy saving, carbon reduction and high-quality development, laying a solid foundation for the industry to cross the cycle and achieve long-term growth.
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