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在上一期《四川水泥》中,一篇文章提到了水泥行业整合大势已经形成,行业巨头间的合作或许将拉开行业整合的大幕,对此笔者有一点愚见。中建材和海螺水泥的战略协作能否拉开新一轮整合大幕,不得而知;但行业整合之势却是风雨欲来。了解水泥行业的人都知道,前几年的大规模投资,使水泥产业出现了超前发展,水泥产能暴增,并且仍有新产能不断投放,产能过剩情况十分严重,不仅是片区内的产能过剩,而且是全国性的产
In the last issue of “Sichuan Cement,” one article mentions that there is a certain humble opinion in the article about the consolidation trend of the cement industry and the cooperation between industry giants that may open the door to industry consolidation. It is not clear whether the strategic cooperation between CNBM and Conch Cement will open a new round of consolidation. However, the trend toward industry consolidation is a matter of course. Understand the cement industry, people know that a large investment in previous years, the cement industry ahead of the development of cement production capacity soared, and there are still new capacity continue to put, overcapacity is very serious, not only in the area of overcapacity , But also a national product