Affected by the real estate market, my country’s cement production gradually declined

Cement, also known as red clay, cement, etc., is a powdery hydraulic inorganic cementitious material. The slurry formed after mixing with water can harden in the air or water. Compared with other building materials, cement has the advantages of wear resistance, high compressive strength, strong penetration resistance, and good adhesion. At present, my country’s cement preparation technology has been basically mature and can be roughly divided into vertical kiln method, wet method, semi-dry method, dry method, etc.

After years of development, the types of cement have become increasingly rich. According to different uses, cement can be divided into special cement, general cement, special cement, etc.; according to different hydraulic substances, cement can be divided into pozzolanic Portland cement, Portland cement, slag Portland cement, and composite Portland cement. Cement etc.

At present, my country’s cement industry chain has been basically completed. The upstream of the industrial chain is mainly the raw material industry, which provides clay, limestone, clinker and other raw materials; the midstream is mainly the cement production industry, which produces different types of cement through multiple processes; the downstream is mainly the application field, and cement is mostly used in real estate and infrastructure. construction and other fields.

From the upstream of the industrial chain, limestone has become the main raw material for cement production. As the downstream market gradually shrinks, the limestone market demand gradually declines, and the operating rate of enterprises is affected to a certain extent. Against this background, my country’s limestone production has gradually declined. In 2022, my country’s limestone output will be 2.881 billion tons, a year-on-year decrease of 8.4%.

Due to excessive investment and construction, my country’s real estate market has been severely impacted, and the market size has gradually shrunk. According to data released by the National Bureau of Statistics, my country’s real estate development investment in 2022 will be 13.2895 billion yuan, a decrease of 10.0% from the previous year. As an ancillary industry of real estate, market demand for cement has declined.

According to the “2023-2028 China Cement Industry Market In-depth Research and Development Prospects Forecast Report” released by the Industrial Research Center, affected by the epidemic Due to the impact, the operating rate of my country’s cement companies has gradually declined and output has decreased. According to data released by the National Bureau of Statistics, my country’s cement production will be 2.118 billion tons in 2022, a decrease of 10.8% from 2021.

From an import and export perspective, due to policy influence, my country’s cement prices are slightly higher than international market prices, coupled with various factors such as weak international market demand, resulting in a gradual decline in my country’s cement exports. According to data released by the General Administration of Customs, my country’s cement export volume will be 1.96 million tons in 2022, a decrease of 10.9% compared with 2021.

Industry analysts said that at present, my country’s largest cement companies mainly include Tianshan Co., Ltd., Conch Cement, Shanshui Cement, and China Building Materials , Huaxin Cement, etc. Among them, China’s building materials market accounts for the largest share, reaching 26.8%; followed by Conch Cement, with a market share of 15.7%. As my country’s cement market gradually shrinks, competition among companies becomes more intense, and some smaller companies with backward production technologies are gradually eliminated. my country’s cement market concentration is expected to further increase in the future.