Recently, the National Development and Reform Commission, the Ministry of Industry and Information, the Ministry of Ecology and Environment, and the National Energy Administration have jointly issued a notice on "Implementation Guidelines for Energy Conservation and Carbon Reduction Transformation and Upgrading in Key Fields of High Energy-consuming Industries (2022 Edition)", requiring cement and other industries to strictly implement energy-saving, environmental protection, quality, safety technology and other relevant laws and regulations and policies such as the " Guidance Catalogue for Industrial Structure Adjustment ", and to eliminate backward process technologies and production equipment that do not meet the requirements of green and low-carbon transformation and development in accordance with laws and regulations. For the production capacity of which energy efficiency is below the benchmark level, and it is difficult to achieve the production capacity above the benchmark level through transformation and upgrading within the specified time limit, the market-oriented approach and the rule of law will be used to promote its accelerated exit.

In addition, after the Spring Festival, the price of clinker in the Yangtze River Delta and Pearl River Delta regions has risen one after another, and many companies have issued price adjustment letters. Before the Spring Festival, the price of clinker has been greatly reduced. Under the pressure of coal price cost, the price of clinker is expected to be repaired quickly. Besides, some enterprises have implemented off-peak production and shut down kilns for maintenance. The overall inventory is not high, and the purchase of downstream grinding stations is delayed. Clinker prices have risen significantly.

To sum up, with the help of "steady growth" and the acceleration of the elimination of backward production capacity, the repair of the valuation of leading cement companies is promising.