当前,作为传统产业的水泥行业正经历着严峻的产能过剩考验,这虽然与本轮下行的宏观经济周期有一定的关系,但根本还是究其于供大于求的供求矛盾。本文以中建材与中材两大央企的兼并重组为研究对象,对“去产能”的模式进行深入探讨,从二者共享规模经济和协同效应的角度解释其重组是如何打开我国水泥行业去产能的新格局,并在研究中提出相应的对策建议。 At present, the cement industry as a traditional industry is experiencing a severe overcapacity test. Although it has a certain relationship with the current downward macroeconomic cycle, the cement supply and demand contradiction of oversupply is still the root cause. This paper takes the merger and reorganization of two state-owned enterprises of CNBM and Sinoma as the research object, and explores the mode of “going to production capacity” deeply. It explains how its reorganization opens the door of China’s cement industry from the angle of sharing economies of scale and synergies To a new pattern of production capacity, and in the study put forward corresponding countermeasures and suggestions.