Cement Network Video: Shao Jun, Chairman of China Cement Network: Stock Game Has Become Normal, and the Pattern of Cement Industry Is Being Reshaped

On April 9, the 15th China Cement Industry Summit was held in Hangzhou, and Shao Jun, chairman of China Cement Network, delivered a speech.

He said that 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. Volume and price fall, overcapacity, price involution-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.