"The 15th China Cement Industry Summit and TOP100 Award Ceremony" Grand Opening

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". Niu Jianguo, former special inspector of major projects of

the National Development and Reform Commission;

Zhang Liqun, researcher of the Macroeconomic Research Department of the Development Research Center of the State Council;

Chen Jinliang, Chairman of China Railway Material Trade Group Co., Ltd.;

Ma Weiping, Chairman of OCC; Wang Gang

, Vice President and Secretary-General of

China Building Material Industry Economic Research Association; Wang Aizhen, President of Henan Building Material Industry Association

; Liu Zonghu, Vice President of Tianshan Material Co., Ltd.

; Wei Weidong, General Manager of BBMG Jidong Cement Group Co., Ltd.; Wang Luyan, Chairman of

Xinjiang Building Materials Industry Association;

Chen Zaigen, Chairman of Baowu Group Environmental Resources Technology Co., Ltd.;

Li Guiqin, Zhejiang Regional President of Anhui Conch Cement Co., Ltd.;

Zhang Zhenkun, CEO of Asia Cement (China) Holding Company; Li Yongjin, President of

Ningxia Cement Industry Association;

Wang Xuejun, Executive President of Hubei Cement Industry Association;

Chen Zhongsheng, Vice President of Shandong Shanshui Cement Group Co., Ltd.; Yao Hairong, Vice President and Secretary-General of

Zhejiang Cement Association;

Kuang Hong, Executive Chairman of Shanghai Cement Industry Association;

Wang Zhenxing, Chairman of Fujian Cement Co., Ltd.;

Yao Chengfu, General Manager of Taiwan Cement (Hangzhou) Enterprise Operation Management Co., Ltd.; Zhao Xingbao, Secretary-General of

Yunnan Cement Association;

Lai Hongfei, General Manager of Guangdong Tapai Group Co., Ltd.;

Wu Guixing, Vice Chairman and General Manager of Guangxi Yufeng Group Co., Ltd.; Zhou Shanjian, Party Committee Member and Deputy General Manager of

China Gezhouba Group Cement Co., Ltd.;

Zhang Kuifeng, General Manager of Sales Company of Jiangxi Wannianqing Cement Co., Ltd.; Wei Huashan, Chairman

of Queshi Cement Group Co., Ltd.;

Yao Junjie, Vice General Manager of Hebei Quzhai Group Co., Ltd.;

Wang Jianqing, President of Xinjiang Qingsong Building Materials Chemical Group Co., Ltd.; Peng Xinghua, President

of Jinyuan Holding Group Co., Ltd.;

Zhan Junbo, General Manager of Zhejiang Haolong Holding Group Co., Ltd.;

Wang Hui, General Manager of Sichuan Xingchuancheng Cement Co., Ltd.;

Gansu and other leaders and guests attended the meeting.

Wang Gang stressed that the more difficult the period is, the more important it is to adhere to industry self-discipline, rational competition, coordinated price stabilization, jointly maintain market order, keep the bottom line of reasonable profits, and avoid "price war". From the enterprise side, facing the "15th Five-Year Plan", the cement industry must take the road of high-quality development of green, intelligent, high-end and coordinated upgrading.

Yao Hairong issued three proposals to the whole industry: first, stick to the red line and build a safe chassis; second, strengthen self-discipline and reshape the industry ecology; third, deepen co-governance and cultivate new quality productivity. Zhejiang has taken the lead in implementing the requirements of compliance production, but Zhejiang alone can not change the overall situation of the industry. It calls on the surrounding provinces to participate in the production of compliance and peak staggering, and gradually realize the coordination of Zhejiang, Fujian and Jiangxi, the integration of the Yangtze River Delta and even the whole country.

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.

Zhang Liqun believes that from January to February this year, the growth rate of infrastructure investment increased from -2.2% in the whole year of 2025 to 11. Driven by the government investment, it is expected that the huge demand potential of the super-large-scale domestic market will be fully activated, and China's economy will enter a new growth cycle of sustained recovery driven by sustained recovery of demand.

Chen Jinliang pointed out that the service team of cement enterprises went deep into the front line of key projects, optimized the technical scheme of proportioning and on-site construction guidance, and jointly solved technical problems to ensure the optimal performance of materials. Cement enterprises actively respond to and access the supply and demand collaboration system, based on the shared demand forecast data, formulate more accurate demand plans, and improve the scientificity of production and inventory management. The strategic cooperation between the two sides is not only an important opportunity for them to expand their markets and achieve high-quality development, but also a glorious mission to deeply integrate into the main channel of national infrastructure construction and serve the national strategy.

Ma Weiping suggested that the overseas market is a competitive place, and the expansion strategy is very important. Choose a country: choose a country with a stable political situation and great potential for economic development, so as to avoid investment setbacks or losses caused by war; grasp the leading role: concentrate efforts and resources to cultivate a regional or national market, make it better, bigger and stronger, so as to avoid too long a front and insufficient overall coordination caused by blooming in all directions; Improve efficiency: price > sales volume, maintain the market price, improve the economic efficiency and quality of operation, and avoid bringing domestic "involution" to foreign countries; localization: deeply integrate into the local market, adhere to localized operation, localized employment and management, quickly respond to market demand, stabilize employment and supply chain, and improve integration capability.

Yang Kewei believes that the stabilized real estate industry has the following implications for the cement industry: the scale of new housing development is shrinking, but the transformation of villages in cities, urban renewal and the construction of affordable housing are in the ascendant; conforming to the new development model of the industry, the green requirements of "good houses", the transformation of technological innovation and green production; Optimize the layout of production capacity, and focus on the first-tier and second-tier cities and core urban agglomerations with a high share of new housing development. In the era of stock housing operation, the full life cycle maintenance share of housing physical examination and second-hand renovation is considerable.

Yan Haochun pointed out that emission reduction is the core of quota management, and cement enterprises need to focus on emission control at the source of production: for the three major emission sources of carbonate decomposition, fuel combustion and power consumption, promote new dry process, alternative raw materials and fuels, waste heat power generation, high-efficiency grinding and other technologies, develop low-calcium cementitious materials, and lay out CCUS technology. Reduce the total emission from the process and raw material side, and optimize the quota profit and loss from the root. At the market level, enterprises must participate in the performance of carbon trading in accordance with the regulations, purchase or use CCER to offset when the quota is insufficient, and the surplus of the quota can be sold in the market to realize profits. In addition, enterprises should use carbon financial instruments to maintain and increase the value of assets.

Li Kunming predicts that the cement output will decrease by 4% ~ 6% in 2026, and the decline will be narrowed. It is expected that 12 lines will be put into operation in 2026, with a total capacity of nearly 18 million tons of clinker. However, under the background of downward demand, it is expected that the production progress will be less than planned, and the overall pressure will be controllable; Under the guidance of the policy of replenishing production capacity, the production capacity continues to be reduced, the surplus situation is gradually alleviated, and the pressure is still large; it is expected that the price will first decline and then rise in 2026, the overall rebound is limited, the annual average price will fall by 3% to 5%, the profit will continue to bottom out at a low level, and it is difficult to improve.

Under the influence of factors such as reduced production in Indonesia and geopolitical conflicts, there is a certain gap in the supply of imported coal, which is expected to be compensated by increasing domestic supply, but the short-term shortage is difficult to fill quickly, which will drag down coal prices in the off-season. It is expected that the low price of 5500 kcal coal in the ports around Bohai Sea this year will be higher than last year, and the overall central price will move up to 730-750 yuan.

Liu Yun believes that special cement is the key way to crack the "involution" of the industry-reshaping the value of the industry through differentiated and high value-added products, avoiding homogeneous competition, and realizing the transformation from "quantitative expansion" to "qualitative improvement".

carbon capture is less than 100 yuan/ton, which is much lower than traditional CCS technology; The activity index of that carbon fixation gel material after 28 day is more than 95%, Compressive strength of 42.

Cement industry carbon management platform integrates production, weighbridge, energy, quality and other system data, automatically generates carbon emission indicators of each link, supports one-click generation of national standard emission report and carbon footprint traceability, and provides value-added functions such as carbon benchmarking analysis, economic benefit analysis of emission reduction measures, carbon quota early warning and carbon asset management; At the same time, it covers production management, energy management, quality management and other business modules, and supports the cement group to realize the integrated carbon management closed-loop of "automatic data extraction-intelligent accounting-result feedback".

, Zhongkai has launched an intelligent management and control system for cement flow direction. By installing Beidou/GPS positioning terminals and dynamic load sensors on transport vehicles, it can track the type, weight and trajectory of goods in real time. The platform supports electronic fence sales area management, line deviation identification, automatic warning of abnormal unloading, order visualization management and multi-dimensional data reports, and can be viewed at any time through PC large screen, APP/small program, taking into account business collaboration and mobile office needs. At present, the company has more than 10 years of industry experience, more than 80 R & D personnel, services covering the government, cement, coal, steel, logistics and other industries.

Aerogel material has thinner insulation layer thickness and better insulation effect compared with traditional insulation materials such as aluminum silicate fiber, which is an important new material choice for cement industry to achieve energy saving and emission reduction.

On April 10, the "15th China Cement Industry Summit and TOP100 Award Ceremony" will continue to be held. Please pay attention.