cement industry has intensified, and it still needs to rely on the "promising government + effective market" to break the situation.
Industry experts believe that at the policy level, it is suggested that the relevant ministries and commissions should issue the "15th Five-Year Plan" cement industry development guidelines as soon as possible, clarify the direction of capacity removal, formulate landing plans for each province, consolidate regulatory responsibilities, and improve the reward and punishment mechanism. At the association level, we should cooperate with the government to promote the policy landing, such as the implementation of the "red, yellow and blue" brand system, the introduction of the minimum guidance price system, and the development of comprehensive enterprise rating. At the enterprise level, we should improve the concentration of the industry, give full play to the leading role of large enterprises, reshape the industry culture of "industry interests outweigh enterprise interests", and form a consensus of "eliminating backwardness, reducing and upgrading, orderly use of electricity, staggering peak and limiting production".
Looking forward to 2026, the demand will continue to decline, the industry structure will be reshaped, and how to establish a new consensus in the stock game and restore a healthy ecology is the most urgent proposition for the cement industry at present.
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