近来,我们注意到行业内外对于水泥投资和产能过剩的问题十分关注。1水泥投资过热的隐患在国家“4万亿投资”的拉动下,2009年1～7月水泥产量迅速上升,达到了8.78亿t,同比增长15.90%。需求快速增长,但是产能增长的更快,2008年建成投产的新型干法生产线 Recently, we have noticed that there is a great deal of concern both inside and outside the industry regarding the issue of cement investment and overcapacity. 1 Hidden risks of overheated cement investment Cement output in January-July 2009 increased sharply to 878 million tons, an increase of 15.90% over the same period of last year, driven by the national “4 trillion yuan investment.” Demand is growing rapidly, but capacity is growing faster. In 2008, a new dry-process line was put into operation