不久前,和国内一家水泥巨头探讨在辽宁发展的问题,对方提出了一些兼并重组的构想,其雄心不可谓不大,但可惜的是,为时已晚,也许在2012年以前,他们的想法有可能成为现实,但现在,他们梦想成真的几率几乎为零,因为短短的两年时间,辽宁水泥行业的格局已经今非昔比,1+3+2的格局已基本形成,任何试图改变目前格局的投资者都要付出比以往更大的代价。 Not long ago, I talked with a cement giant in China about the development issue in Liaoning Province. Some of the proposals for merger and reorganization were raised by the other cement giants. The ambition is quite ambitious. Unfortunately, it is too late. Perhaps by 2012, their ideas May become a reality, but now, the chance of their dream come true is almost zero, because a short period of two years, the pattern of the cement industry in Liaoning is not the same, 1 +3 +2 pattern has basically taken shape, any attempt Investors who change the current pattern have to pay a higher price than ever before.