60%水泥企业或退场业内企业将迎来生存大考_老虎社区_美港股上老虎

60%水泥企业或退场业内企业将迎来生存大考

水泥观察员02-27

业内预计，未来几年内，60%的水泥厂或将退出市场，业内企业必须面对生存大考。预计2030年国内水泥需求降至10亿吨左右，对应熟料需求约6.5亿吨；而当前熟料明面产能高达17.5亿吨。即便不计超产，也需淘汰超60%熟料产能，供需缺口之巨，决定了行业洗牌的力度与速度。过去依赖粗放扩张、低价竞争的时代彻底落幕，存量竞争下，出局比盈利更现实。谁会最先倒下？答案清晰指向三类企业：无矿山资源、高负债、低...

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