subject: Zhu Ge Peizhi: Cement Industry, Energy Conservation Is A Second Life - Cement, Building Materials, [print this page] In recent years, the National Cement Industry exposed in the development process was extensive development of the whole industry, does not meet the requirements of new industrialization; resources Energy High consumption and serious pollution, ecological and environmental pressures increase; Cement Total production of oversupply leading to the overall efficiency of the industry downturn, companies in order to maintain market share, mutual keep the prices down, disordered competition, leading to such problems as deterioration of market conditions. Face the reality of the dilemma, the author visited China Cement Association, vice president, Zhu Ge Peizhi Shanghai Cement Association.
Author: What is the current features of China's cement market?
Zhuge president: in 2008, except in the western region of China cement industry, other regions showed Xianchu Sell High season price is not a distinctive feature of Wang. Particularly in East China cement prices began to fall gradually, from the cement companies and trade associations reflect the situation, the cement demand decline was mainly affected by the real estate underemployment. This also confirms the views of industry experts that China's cement from 2008 onwards, from the high-growth into the low growth period, while the Shanghai market will cement into negative growth. According to statistics, China's cement industry has a low profit industry. Cement manufacturing is a reasonable average profit margin should be around 10%, but China's cement industry, the average profit margin of 1993 to reach 13%, then all the way down to negative 1997, the industry losses occur. 1999, the cement industry has turned the corner, but the average profit margin has hovered around 5%, has become a low margin industry. Central and western regions due to key national policy to guide the development and reconstruction of the cement demand growth, sales margins at about 8% higher level in the same industry. However, oversupply of cement sales in eastern margin of 4% or less, Zhejiang, only 2%, lower than the national level, in a negative growth. If no energy price increases caused the prices of cement support, profit margins are further reduced trend.
I: Do you think the world Financial Crisis and the Chinese government launched economic stimulus have any effect on the cement industry?
Zhuge President: The world financial crisis on the financial, real estate and other industries affected is a tremendous blow to the rapid spread of the real economy, will definitely give the world the past two years China's cement industry, cement and the development of great impact. Chinese government announced the end of 2008 4 trillion yuan policy to stimulate the economy and the provincial and municipal that 18 trillion investment to promote economic policy has achieved initial success. First half of 2009 cement industry in China reached 200 million tons of clinker capacity, the new volume to reach 2 billion tons of cement.
2007, China's fixed assets investment amounted to 13.7 trillion yuan, and annual cement production was 1.348 billion tons, equivalent to consumption per 10,000 yuan of fixed assets investment needs 1 ton of cement. As the 4 trillion of investment mainly for the infrastructure sector, so demand for yuan investment in fixed assets in the 1.2-1.6 tons of cement, that is, the state 4 trillion yuan of investment will boost demand for cement of more than 500 million tons.
Author: the next few years, you think the Chinese cement industry's spring?
Zhuge President: China to make their own cement ushered in the spring, mainly on the following aspects: First, solve the oversupply problem. For example, the Yangtze River Delta region of China cement production capacity of approximately 3 million tons, but sales of only 2.5 million tons. Out to study and implement the following Nissan 1,500 tons and 600,000 tons of small new dry kiln to Water Cement grinding long work on the industry to a new dry cement-based restructuring; Second, China Cement Association, Cement Association and Cement major local enterprises to joint research discipline, Energy Insured measures, it is no exaggeration to say that the energy saving work well, and in the field for their own breakthroughs and development of the Chinese cement industry can bring new life the second time. The Case of Shanghai, Shanghai, a new structural adjustment of cement industry from 2009 onwards, from 10 million tons / year down to 600-700 million tons / year, 300-400 million tons of cut. Retention of cement companies to increase the intensity of treatment of municipal waste, the development of efficient waste heat power generation technology, new energy saving initiatives. Shanghai Building Materials Shanghai Allied Cement Limited Group and Waigaoqiao areas in the building of 5,000 tonnes a day to deal with the region's gypsum, fly ash, sludge, garbage and other waste-based rotary kiln, the project completed, it will become the cement a model for urban waste treatment plant. Third, the joint assets of focus from expanding the scale of restructuring to improve operational quality of the transformation of the enterprises bigger and stronger, increase the market voice.
