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水泥行业去产能任务依然艰巨 制订分解目标任务

2017-08-14 15:08:16   中国青年网

坚决淘汰过剩产能 维持行业回暖势头

水泥行业去产能任务依然艰巨

经济日报·中国经济网记者 祝君壁

目前,水泥市场需求正处于峰值平台期,预计未来全国水泥需求将进入下行通道,只有尽快实现行业去产能,才能维持水泥行业较好盈利水平。为尽早实现去产能目标,下半年水泥行业需要着力实施停止新增产能项目建设、配合政府主管部门清理无证生产企业、加速企业兼并重组、提高行业集中度、开展熟料生产企业配备矿山资源调查等一系列举措——

据国家统计局统计,2017年上半年,我国水泥产量达11.1亿吨,同比增长0.4%,与去年同期基本持平;熟料产量6.67亿吨,同比增长2.88%。“当前,水泥产能过剩已严重阻碍了行业可持续发展,随着未来市场需求的下降,留给行业结构调整的‘窗口期’有限,去产能工作将成为行业‘十三五’的攻坚战。”中国水泥协会常务副会长孔祥忠表示,目前水泥行业去产能工作的重点是去熟料产能,遏制新增产能、淘汰落后产能、停止生产32.5强度等级水泥必须齐头并进。

去产能仍是改革重点

“2017年上半年,与水泥需求紧密相关的基础设施投资继续保持高位运行,房地产投资增速虽然有所回落,但回落幅度不大,使得上半年水泥需求表现与去年同比基本持平。但从区域来看,表现出南部略强,北部偏弱的特点。”孔祥忠告诉《经济日报》记者,华东、西南和中南水泥需求均为正增长,增速分别为3.14%、2.51%和0.73%;华北、东北和西北水泥需求均为负增长。

孔祥忠认为,水泥需求南北差异大,北方水泥需求负增长与北方地区GDP增速慢有关,北方地区水泥产能并没有减少,需求下降更加剧了产能过剩程度,使得企业经营更加困难。南北地区无论是水泥市场需求还是企业效益均差距明显,孔祥忠表示,想要实现整个行业效益稳定上升,重点是坚决推进北方水泥供给侧结构性改革。要进一步减少市场无效供给,加快去除过剩产能。

“水泥行业去产能工作任务重、时间紧,必须做到‘多方发力’。我们呼吁国家有关部门及地方政府大力支持、鼓励和协调,尽快出台配套政策和有效监管的办法,必须认识到产能严重过剩行业存在市场需求下降、企业经营困难等问题。”同时,孔祥忠认为要靠大企业集团发挥作用,通过推进兼并重组,关闭大企业僵尸生产线及无效资产,带头退出市场、停止新建,提高市场集中度。同时,在设立去产能专项资金,建立市场化长效机制方面,也需要大企业牵头。

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