不到半年新建75条线,年产能超亿吨!海螺水泥、南方水泥、红狮水泥…都在上!

2021-06-15 09:26:01

据小编不完全统计,今年以来,截止到6月11日,全国拟建、在建的水泥熟料生产线建设项目已经达到75条,年产能达1.196亿吨(以310天计算)。

近年来,国内水泥行业掀起新建生产线热潮。据小编不完全统计,今年以来,截止到6月11日,全国拟建、在建的水泥熟料生产线建设项目已经达到75条,年产能达1.196亿吨(以310天计算)。

其中,分地区来看,广西地区即将落地的水泥熟料生产线最多为9条,其次为山东7条,云南6条,贵湘赣5条。

广西是今年至今生产线新增数量最多的省份

从新增年产能总量来看,广西、湖南、山东为新增产能总量最多的前三强。广西新增年产能已超1500万吨(以310天计算)。南方省份为今年以来产能“上新”的重点市场。

南方省份是今年各大企业产能布局重点

根据企业来看,南方水泥今年新建项目最多为9条生产线,其次为海螺水泥7条(两条为合建)、西南水泥5条、红狮水泥4条。

除了水泥熟料生产线项目,今年以来,南方、中联、华新、华润、红狮等水泥企业投资兴建绿色建材产业园的消息不断涌出,在业内引起广泛关注。据了解,这些产业园项目的建设大多数包含了水泥熟料、机制砂、装配式建筑等。产业园项目的兴起在一定程度上意味着我国水泥行业产业链延伸进程逐步进入发展高峰期。

今年水泥企业“热衷”投资兴建绿色建材产业园

据水泥大数据研究院统计,2020年全国共点火26条水泥熟料生产线,实际产能合计约3816万吨,是近五年来单年投产量最高。据初步统计,2020年末全国共有1685条新型干法熟料生产线,实际熟料产能约在18.27亿吨。

2020年新型干法熟料生产线新点火产能超3800万吨

产能置换政策是目前水泥行业产能变化的最重要影响因素。从上述数据来看,无论是新建线的数量还是产能都有明显增长,且有“愈演愈热”的趋势,而在这一过程中,产能置换政策无疑是新建线的最大推动力,且对水泥行业市场格局产生了重大影响。

2020年各省新投产项目产能排行

在骨料、搅拌站等项目建设方面,对具有先进管理水平、掌握先进生产工艺、装备的水泥企业来说,进入砂石骨料、混凝土产业是企业价值链整合的共赢模式。不但对水泥企业由小变大、由大变强有着重要意义,更有利于推进水泥、混凝土、砂石骨料三大行业的有机结合,联动发展,进而提高建筑质量,减少原材料的消耗,实现经济增长方式的转变。

业内人士指出,三大原因促使水泥行业掀起建设热潮。

1、行业利润连创新高资金基础雄厚

自2016年下半年以来,随着供给侧结构性改革的持续推进,水泥行业迎来复苏,行业利润连年创下新高。资料显示,2019年全年水泥行业利润1867亿元,同比增长19.6%;2020年水泥行业营业收入9960亿元,利润总额1833亿元。

一方面,水泥属于高投资门槛行业,生产线建设动辄数亿,对投资者的资金实力,以及抗风险能力都有着较高的要求。近年来,随着行情上涨,水泥企业收获高效益的同时,也为新建生产线提供了资金基础。

另一方面,资本本身是逐利的,而且具有一定的盲目性。近年来高企的水泥价格以及持续攀升的水泥行业利润,不仅刺激了业内企业加速新线建设的欲望,同时也吸引了外部资本的进入,由此也对水泥行业掀起产能置换热潮起到了推动作用。

2、“鸟枪换大炮”增强企业竞争力

一般而言,基于水泥生产技术的迭代更新以及对水泥生产工艺研究的推进等原因,新建生产线的综合竞争力将高于原有生产线,通过产能置换,将大幅提升5000t/d及以上熟料生产线的比重,降低偏小熟料生产线的数量,也可在很大程度上使公司效率明显提升,尽管吨投资强度上升,需重新投资,但对企业而言,仍可极大增强其综合竞争力。

因此,水泥企业借当下产能置换之机整合竞争力欠佳或区位优势较弱的生产线,不仅可以在目前尚且“风平浪静”的当下赢得时间和空间,还能在水泥需求下行期到来前用“鸟枪换大炮”的方式将自己的竞争力提高到全新的局面,不失为一个转型升级的好机会。

3、行业升级的重要途径

如今,在全面推进生态文明建设大背景之下,水泥行业要实现绿色高质量发展,就需要全面推进产业升级,提升国内水泥行业生产技术水平,进而降低整体能耗和污染物排放。

新线建设为水泥行业的绿色高质量发展创造了条件。特别是近两年,随着智能化技术的发展,新建生产线多以智能化为目标,集合当前最新技术,能耗和污染物排放大幅降低,生产线集成,信息化、智能化水平大幅提高。

对于当前行业出现的产能置换建设大潮现象,业内人士认为目前产能利用率处在过剩状态,水泥业应该处在发展一个相对平静期,不应萌生太大的新建生产线动静,谨防通过产能置换,造成新一轮产能过剩。另外,企业不应该过多关注产能置换新建项目,应多对现有的生产线通过技改,提升竞争力。

此外,在近几年行业利润大增的情况下,企业自身可以加大基础研究的投入。如水泥为传统产业可加大高端化、智能化、绿色化,发展服务型制造的投入,挖掘节能减排潜提高资源能源利用效率、提高原燃材料替代率、硏发在深海、深地、深蓝以及危急处置等领域水泥产品等等。

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Correlation

According to China Cement Market Data Center News, in the central and southern regions, this week, Guangdong Pearl River Delta and Hainan regions continue to push up the cement price by 30-60 yuan/ton, and the implementation will wait and see; Guangxi region is planning to push up the cement price by 30-50 yuan/ton. After the two lakes region experienced many times of pushing up, the price was temporarily stable this week.

2024-11-01 17:35:36

On October 24, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was held in Wuhu, Anhui Province. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Materials Co., Ltd., Li Jian, Associate Researcher of Chinese Academy of Environmental Sciences, Fan Yueming, Professor of South China University of Technology, Zhuge Wenda, Chairman of Leishan Cement Co., Ltd., Century Xinfeng, Hubei, Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center.

2024-10-24 16:55:38

According to the data center of China Cement Market, cement prices in many places in East China continue to rise, and prices in some areas show signs of falling, and the specific situation needs to be tracked. For example, cement prices in Jiangxi are basically stable this week. Since the 8th, all parts of Jiangxi have been notified to push up the cement price by 20-30 yuan/ton. At present, the market is generally in a stable state after the price increase, and the price has not fluctuated significantly.

2024-10-18 17:33:36

Eliminating backward and inefficient production capacity is one of the important measures for the structural adjustment, transformation and upgrading of the cement industry, as well as the needs of the enterprise's own development. Generally speaking, this will help the cement industry to promote structural optimization, improve production efficiency, reduce resource consumption and enhance brand image, and will also have a positive impact on the green development and competitiveness of the industry.

2024-10-15 10:17:37

At present, the cement industry is facing a huge challenge of intensified contradiction between supply and demand and overcapacity. In addition, in recent years, the state has resolutely curbed the blind development of the "two high" projects, and severely investigated and dealt with the problems existing in the "two high" projects. In the future, the cement industry needs to speed up the withdrawal of inefficient production capacity, strictly prohibit new production capacity, and continue to deepen structural adjustment in order to achieve high-quality and green development.

2024-09-13 09:42:45

We will jointly discuss and analyze the practice path of ultra-low emission in the cement industry, and promote the industry to move towards a more energy-efficient and environmentally friendly future.

2024-07-23 18:02:53

In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).

2024-07-23 16:45:00

It can be said that Zhejiang cement industry has always stood at the forefront of the national environmental protection action, demonstrating its determination and courage on the road of green development.

2024-06-28 09:55:09

As of December 31, 2023, there are 91 production lines in production and to be withdrawn in Anhui Province, with a total annual clinker production capacity of 13758 5,000 tons.

2024-05-08 16:28:01

It was originally planned to build two 5,000 t/d clinker production lines.

2024-04-03 13:34:16

As a key area of cement clinker production capacity replacement in recent years, a large number of new production lines have emerged in Guangxi, most of which have taken a fancy to the rich market potential of Guangxi and the convenient water transportation of the Xijiang River, so as to achieve the market coverage target of radiating the Guangdong-Hong Kong-Macao Greater Bay Area at the other end of the Xijiang River while selling locally.

2024-04-03 09:27:32

It is understood that a number of recent cement clinker production line construction projects ushered in the latest progress.

2024-03-14 09:46:52

Fenyi Conch Cement plans to implement the overall relocation and technical transformation project of cement clinker production line from the city to the park. It will build a 4500 t/d clinker production line and withdraw from the company's original 2500 t/d and 2000 t/d clinker production lines.

2024-03-12 16:54:31

Recently, the Anhui Provincial People's Government issued the Notice on Issuing the List of Key Projects in Anhui Province in 2024, in which Conch and Southern Projects were listed.

2024-03-08 17:31:52

According to the market data of China Cement Net, the cement price in Beijing-Tianjin-Hebei region was stable as a whole this week. Leading enterprises in Shijiazhuang and surrounding areas of Hebei Province recently called for an increase of 50 yuan/ton, but the current demand is not high, new orders are few, and the price increase has not been implemented.

2024-01-19 14:38:06

"The sales volume, price and benefit of our enterprises in 2023 are all lower than those in 2022." Recently, a cement enterprise in Lanzhou said that the average price of cement dropped by 100 yuan/ton compared with the same period last year.

2024-01-15 13:46:05

The market is stable, Henan fell more than 5%; "2023 Top 100 List of China's Cement Clinker Production Capacity" was released; the Ministry of Industry and Information Technology announced 27 industry standards related to cement, sand and concrete!

2024-01-02 15:02:03

青海、江苏、浙江水泥价格上调;海螺、上峰、南方等入选安徽散装水泥10强企业;中国电建签署一重大合同

2023-12-26 13:59:19

据中国水泥网行情数据中心消息,广东珠三角地区企业经营压力较大,主导企业复价上调水泥价格5-10元/吨。此外,河南部分市场水泥价格有松动下滑的风声,具体情况待观察。其余市场水泥报价暂无明显变动。

2023-12-22 16:23:31

精选|2024年混凝土需求预计下滑;超3.5亿元!国家给水泥厂“发钱”;国务院印发《空气质量持续改善行动计划》

2023-12-21 13:29:50

贵州水泥价格大幅上调60-100元/吨;亚泰集团拟以近10亿收购公司;四川计划2024年一季度每条熟料生产线错峰生产50-60天

2023-12-18 13:14:07

据中国水泥网行情数据消息,京津、内蒙古地区市场无明显变化。

2023-12-08 18:05:08

水泥市场震荡上涨;水泥行业专属对话大模型ChatCEM即将上线;撤销!海螺水泥多个新建熟料线项目何去何从

2023-12-05 15:44:14

现在是工业信息化、智能化大爆炸的时代,水泥行业信息化、智能化已经在蓬勃发展,成为行业的必然发展趋势。

2023-11-09 14:09:27

河北、湖北水泥推涨; 1.塔牌集团:前三季度净利润同比预增470%-510%! 2.熟料线停产,多家水泥企业招募破产重整投资人 3. 江西八家水泥企业获评2023年省级“绿色工厂” 4.西部水泥乌兹别克斯坦6000t/d熟料线回转窑顺利合龙

2023-10-12 13:39:02

混凝土企业最新调研纪要;宜城南方7000t/d熟料生产线项目竣工;海螺水泥:减少毛利率相对较低的水泥熟料贸易业务

2023-09-26 13:32:04

沿江水泥企业价格普涨;华润水泥拟更名;湖南发布水泥企业重污染天气应急减排绩效分级名单

2023-09-25 13:51:24

据中国水泥网行情数据中心消息,川渝市场水泥价格仍在下跌,贵州铜仁、黔东南主导企业通知复价上调水泥价格20-30元/吨,落实情况待跟踪。

2023-09-22 18:09:33

据中国水泥网行情数据中心消息,水泥价格长期低价销售,企业亏损运营。周内湖南地区主导企业通知复价上调水泥价格20元/吨,河南及湖北部分市场复价上调20-30元/吨,执行待观察。两广市场水泥价格仍在下滑,尤其珠三角区域周内报价继续下调20元/吨。

2023-09-22 18:02:12

塔什干海螺是首届“一带一路”国际合作高峰论坛签约项目,被列为乌兹别克斯坦重点发展项目清单。

2023-09-20 16:01:31

据中国水泥网行情数据中心消息,中南地区市场需求销量疲软,企业库存高位运行。周内局部市场水泥价格仍有松动,整体行情弱稳运行。

2023-09-08 17:07:18

据中国水泥网行情数据中心消息,24日起安徽沿江地区部分企业率先通知上调熟料价格20元/吨左右,区域主导企业预计稍晚几日跟进。水泥价格方面,华东多地主要企业开始酝酿涨价,江苏、安徽局部市场水泥价格仍有下跌。

2023-08-25 17:53:22

据中国水泥网行情数据消息,河南省内主导企业再次通知上调水泥价格30元/吨

2023-08-25 17:19:42

“旺季不旺,淡季更淡,导致当前水泥均价已经处于近五年以来的低点。”

2023-07-27 09:36:49

据悉8月1日至8月31日起新疆博州地区一些熟料线计划执行错峰停窑31天。

2023-07-14 17:49:52

文件明确,对此前明确的水泥熟料等25个领域,原则上应在2025年底前完成技术改造或淘汰退出。

2023-07-14 15:49:10

当前全国水泥市场需求下行,为了提高自身的竞争力,许多水泥企业来纷纷加快技术改造的步伐。

2023-07-11 15:02:08

面对处于“寒冬”的行情态势,一些企业撑不住退出了水泥的历史舞台。

2023-07-05 15:33:49

据中国水泥网行情数据中心消息,市场需求季节性下滑,企业出货量普遍在5-7成上下,库存仍在高位。周内华东多地市场水泥成交价格仍有小幅下滑10-30元/吨的趋势。

2023-06-30 18:11:40

多地水泥价格已跌回5月涨前水平。

2023-06-30 17:16:56

当前水泥行业行情低迷、产能过剩局面依旧严峻。供需失衡的格局下,单一的产业结构已无法支撑企业立足当前复杂的市场形势,节能减碳、降本增效、产业转型升级、优化资产配置、增强核心竞争力才能维持水泥行业健康长远发展。

2023-06-26 09:17:57

据中国水泥网行情数据消息,西南地区市场需求表现清淡,受限电停窑影响,重庆地区主导企业通知上调水泥价格50元/吨,执行待观察。

2023-06-16 16:55:16

生存都变得异常艰难,水泥企业该如何立足当前市场环境,提高自身的竞争力?

2023-05-29 09:28:02

5月1日起宁夏地区一些熟料线开始执行错峰停窑30天,加之前期水泥价格下跌,企业经营压力较大。

2023-05-19 17:24:23

据中国水泥网行情数据中心消息,黑吉地区一线主导企业水泥挂牌报价和一些民营企业报价差价仍有百元,市场价格相对混乱。其中吉林长春地区受外来低价水泥影响,部分水泥成交价松动下滑20元/吨,但最近路政较严,运费有所上涨,到位价小幅下跌10-15元/吨。

2023-05-19 16:47:34

水泥企业淘汰落后和竞争力低下生产线是一种促进产业升级和优化结构的重要举措。随着技术的不断进步和市场需求的变化,这类生产线已经难以满足市场需求,其中落后生产线也存在环境污染和能源浪费问题。

2023-05-17 09:35:02

[水泥大数据研究院]水泥产业链指数运行周报(2023.5.12)

2023-05-12 17:29:19

[水泥大数据研究院]水泥产业链指数运行周报(2023.4.28)

2023-04-28 17:22:29

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.