According to HTSC research reports, on June 18, 2024, the Ministry of Industry and Information Technology issued the "Implementation Measures for Capacity Replacement in the Cement and Glass Industries (2024 Draft for Soliciting Opinions)". We have summarized the three main changes compared to the current "Implementation Measures for Capacity Replacement in the Cement and Glass Industries". Overall, we believe that the revised capacity replacement measures will help leading enterprises consolidate their competitive advantages, promote survival of the fittest and increase concentration, with a relatively more positive effect on improving the supply and demand contradiction in the cement industry. It is recommended to pay attention to cement-related companies.
华泰证券：水泥玻璃行业产能置换办法修订，供给侧管理优化
htsc: Revision of capacity replacement methods in cement and glass industries, optimizing supply-side management.
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