2015 Building materials industry is facing three major challenges of capacity efficiency competition

China Coatings Network
News: Recently, the Ministry of Industry and Information Technology, the Department of Raw Materials Industry released the 2014 china's building materials industry operation: the entire industry in the face of serious overcapacity, market demand is not strong, downward pressure increased the grim situation, overall maintained a "steady progress" situation, but 2015 will face greater downward pressure.
growth rate of china
a major feature of China's building materials industry in 2014 is that the growth rate of some products with high energy consumption and serious overcapacity slowed sharply. For example, cement and flat glass production was 2.48 billion tons and 790 million weight boxes, respectively, up 1.8% and 1.1% YoY, respectively, and the growth rate was down 7.8 and 10.1 percentage points Year-on-Year, respectively.
is that the output of low-energy and low-emission processed products has maintained a relatively fast growth rate, for example, the production of concrete 1.55 billion cubic meters, up 11.4% YoY, and the steel glass 420 million square meters, up 15.1% YoY.
but the industry's main business growth slows down is also an indisputable fact. For the whole of last year, building materials enterprises above the scale completed their main business income of 7 trillion yuan, up 10.1% YoY, down 6.9 percentage points YoY. Among them, the cement manufacturing industry reached 979.2 billion yuan, up 0.9% YoY and down 7.7 percentage points YoY. The manufacturing industries of cement products, construction ceramics, fiberglass and refratrial materials completed 860 billion yuan, 440 billion yuan, 150.9 billion yuan and 477.9 billion yuan, respectively, an increase of 13.9%, 11.8%, 13.4% and 8.9% year-on-year, respectively. Flat glass main business revenue decreased slightly year-on-year.
economic efficiency of the entire industry continues to improve while the growth rate slows. From January to December, building materials enterprises above the scale achieved a total profit of 477.02 billion yuan, up 4.8% YoY; Among them, the cement industry realized a profit of 78.02 billion yuan, up 1.4% YoY, the total profit is still the first of the building materials sub-sectors. Profit growth in cement products, lightweight building materials, fiberglass, insulation materials, sanitary ceramics and other industries was higher than 12% YoY.
, China's building materials industry prices remained stable against the background of a larger decline in international oil, iron ore and other bulk commodity prices. In December 2014, china's factory prices of building materials and non-mineral products decreased by 0.25% month-on-month, while the average price from January to December increased by 0.15% YoY, with overall stability. Among them, the average factory price of cement was 296.4 yuan per ton, down 2.72 yuan month-on-month, and the average price from January to December was 0.43 yuan lower than the same period last year; The average price of flat glass per weight box was 63.3 yuan, down 0.2 yuan month-on-month, and the average price from January to December was 4.1 yuan lower than the same period last year.
affected by the international and domestic economic situation, China's building materials industry also appeared in 2014 import and export deficit phenomenon. From January to December, imports of building materials goods reached US$46.33 billion, up 110.8% YoY; Cumulative exports of $36.12 billion, up 5.3% year-on-year, have remained in deficit since July. This is the first time since the 1990s.
According to the Ministry of Industry and Information Technology responsible for the introduction, the main reason is that diamonds, gemstones, jade and other non-metallic minerals imports increased significantly, January-December imports totaled 34.8 billion U.S. dollars, accounting for 75% of all building materials imports, excluding these four products, other building materials imports only increased by 2.3% YoY.
This three difficulties to be solved
According to the Ministry of Industry and Information Technology related person in charge, overall, in 2014 China's building materials industry economic smooth operation for three reasons: First, to resolve overcapacity to achieve initial results. From January to December, investment in the cement industry fell by 18.7%, and preliminary statistics show that the annual production capacity of new cement clycerage decreased by more than 24 million tons, or 25%, compared with the previous year. Eliminate 81 million tons of backward cement production capacity. Second, large-scale building materials enterprise groups through mergers and acquisitions, market concentration further improved. The top 10 cement groups have a ceding capacity of 916 million tons and an industrial concentration of 52%. Among them, China Building Materials Group cement clycerry total production capacity of 300 million tons, accounting for 17% of the industry. Anhui Conch Group's merger and reorganization efficiency has improved significantly, and the total profit for the full year is expected to increase by about 15% YoY. Third, the pace of technological progress has accelerated. Dust removal, denitrification, desulfurization and other applicable technologies have been accelerated in the building materials industry to promote the application of cement kilns co-disposal of urban waste and industrial waste development momentum is good, fine ceramics, flashing crystals, high-pressure composite cylinders and other industrialization technology is becoming more mature, enterprise resource planning (ERP), manufacturing implementation system (MES) in the backbone of enterprise applications, rapid development of e-commerce, information technology industry penetration accelerated, the integration of the two further deepened.
, but entering 2015, China's building materials industry will face greater challenges, "due to the development of the national economy into the new normal, mainly driven by investment in building materials market demand growth will be very limited." The
mainly comes from three aspects: First, the contradiction of overcapacity is still outstanding. Take cement as an example, although the growth momentum of production capacity has been significantly curbed, but in 2014 completed and put into operation cement clycer production line there are still 54, a total production capacity of more than 70 million tons, plus in 2015 in the construction of the project completed and put into operation, these concentrated release of capacity will have an impact on the market. Due to the current investment in cement industry benefits are better, quick results, some backward areas are very attractive, the desire for new energy expansion projects is still strong.
, the efficiency growth gradually narrowed. From the data point of view, although the overall economic benefits of the building materials industry in 2014 is still possible, but it is worth noting that the growth rate of the main business revenue and total profits for the whole year is not only lower than the previous year, but also narrowed month by month, from 13.7% in February, 34.7% in February to 10.1% and 4.8% in December, showing a high and low trend. This indicates that the economic benefits of the whole industry will continue to improve in 2015.
, market competition order is out of order. The total amount of pollutant emissions in the building materials industry is large, which is the focus of environmental protection law enforcement. In order to reduce the emission of atmospheric pollutants, some large enterprises have greatly increased their production costs by adopting clean energy through technological transformation and supporting environmental protection facilities such as denitrification and dust removal. And some small enterprises do not have the conditions to improve environmental protection facilities, nor are they punished, leading to the existence of unfair competition. In addition, due to the lack of market regulation, there are some undocumented production and counterfeit products into the market. This will affect the development of the entire industry.
, the Ministry of Industry and Information Technology said that measures need to be taken from five aspects to ensure the steady growth of the industry: strengthening the monitoring of economic operations; Efforts to resolve excess capacity; To promote the production and consumption of green building materials; To support technological innovation in enterprises; Stimulate the vitality of market subjects.