On April 9, the 15th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou, with the theme of "Reconstruction of Stock Game Competition and Elimination Pattern". Shao Jun, chairman of
China Cement Network, delivered a speech at the conference, saying that the problems of falling volume and price, overcapacity, high cost and pressure on efficiency are no longer simple cyclical problems, but the total exposure of deep-seated structural contradictions in the industry. We have to admit that the golden age of rapid development of cement industry has passed, the game of stock market has become normal, and the "jungle law" is reshaping the industry structure.
Shao Jun pointed out that looking forward to 2026, the cement industry is undergoing profound changes: clinker production capacity continues to be supplemented, backward production capacity is being eliminated, and the market supply pattern is being reshaped; The tide of digitalization and intellectualization has profoundly changed the production mode and business model of the industry. From smart mines to smart factories, from precision marketing to supply chain collaboration, digital transformation has become a necessary question for survival; Faced with the fierce competition in the stock market, more and more enterprises realize that deepening the integration of upstream and downstream industrial chains, embracing digital and intelligent transformation, and building a new market competition and cooperation relationship are the key to the development of enterprises and the progress of the industry.
Distinguished leaders, distinguished guests and colleagues in the industry:
Good morning! Spring is in the air in Hangzhou
in April. In this beautiful season, I am very glad to gather with the elites of the cement industry from all over the country to attend the "15th China Cement Industry Summit and TOP100 Award Ceremony". First of all, on behalf of China Cement Network, I would like to express my warmest welcome and heartfelt thanks to all of you! In the
past 2025, China's cement industry has experienced unprecedented challenges-the national cement output has fallen below 1.7 billion tons, the utilization rate of clinker production capacity has dropped to 48%, the market demand has dropped by 6.9%, and the imbalance between supply and demand has further intensified. Cement prices across the country have been declining all the way, and the ex-factory price of cement has fallen to "1" in the once prosperous traditional hot markets such as the Yangtze River Delta and the Pearl River Delta, and the industry is in distress.
This is a set of distressing data, but also a reality that we must face directly. Falling volume and price, overcapacity, high cost and pressure on efficiency-these problems are no longer simple cyclical problems, but the total exposure of deep-seated structural contradictions in the industry. We have to admit that the golden age of rapid development of cement industry has passed, the game of stock market has become normal, and the "jungle law" is reshaping the industry structure.
However, challenges often contain opportunities. Looking forward to 2026, the cement industry is undergoing profound changes: clinker production capacity will continue to be supplemented, backward production capacity will be eliminated at an accelerated pace, and the market supply pattern is being reshaped; The tide of digitalization and intellectualization has profoundly changed the production mode and business model of the industry. From smart mines to smart factories, from precision marketing to supply chain collaboration, digital transformation has become a necessary question for survival; Faced with the fierce competition in the stock market, more and more enterprises realize that deepening the integration of upstream and downstream industrial chains, embracing digital and intelligent transformation, and building a new market competition and cooperation relationship are the key to the development of enterprises and the progress of the industry.
China Cement Network has been deeply engaged in the industry for more than 20 years, accompanying and witnessing the rapid development and profound changes of China's cement industry. As an industry think tank platform, we always insist on taking data as the core and service as the basis, relying on massive big data resources, building a big data platform for building materials, continuously improving the industrial big data system with big data, market information, cement index and concrete index as the core, and enabling the transformation and upgrading of the cement industry with "AI industry brain + digital factory".
In this summit, we specially invited macroeconomic experts, leaders of upstream and downstream enterprises in the industrial chain, and pioneers of technological innovation, hoping to build a high-end dialogue platform for us to collide ideas and discuss countermeasures, and work together to promote the green, intelligent and high-quality development path of the cement industry in the 15th Five-Year Plan. I believe that as long as we are confident and go hand in hand, we will be able to cross the cycle and usher in a better tomorrow for the industry!
Finally, I wish all the distinguished guests good health, family happiness and career prosperity!
Thank you all!
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