For a long time, serious overcapacity has been the core bottleneck restricting the development of cement industry. Looking back on this protracted war, what is the actual effect of capacity reduction?
Since 2000, the state has introduced policies to reduce production capacity, eliminate backward production capacity and reduce replacement and upgrading. Promoted by the policy, from 2000 to 2015, 1.05 billion tons of cement production capacity were eliminated nationwide, and the production capacity of vertical kilns was basically withdrawn. From 2000 to 2024, eliminate 175 million tons of low-efficiency clinker production capacity of 2000t/d and below. From 2015 to 2024, 562 clinker production lines were shut down, involving 320 million tons of production capacity, of which 46.275 million tons were reduced through reduction, replacement, optimization and upgrading.
But overall, problems such as structural overcapacity and imbalance between regional supply and demand still exist. The cement industry has a long way to go to reduce production capacity, and the road of structural adjustment and high-quality development needs to continue.
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