Recently, the Department of Industry and Information Technology of Inner Mongolia Autonomous Region, in its co-sponsorship of Recommendation No.467 of the Fourth Session of the 13th National People's Congress of Inner Mongolia Autonomous Region, said that. In 2020, the Department of Industry and Information Technology of Inner Mongolia Autonomous Region cooperated with the Development and Reform Commission of Inner Mongolia Autonomous Region to issue "Several Safeguard Measures to Ensure the Completion of the" 14th Five-Year Plan "Energy Consumption Double Control Target Task" (Nei Fa Gai Huan Zi Zi [2020] No.209). To control the capacity scale of high energy-consuming industries, it is stipulated that from 2021, new capacity projects such as cement (clinker) will no longer be approved, and if it is really necessary to build, capacity and energy consumption reduction replacement must be implemented in the region.
Data show that at present, the annual production capacity of clinker in Inner Mongolia Autonomous Region totals 66.03 million tons . The main cement enterprises are Mengxi Cement , Zhonglian Cement , Jidong Cement, Shanshui Cement and Ningxia Building Materials. The annual production capacity of clinker accounts for 12.91%, 12.44%, 10.89%, 8.08% and 6.81% respectively in the whole region. However, the total production capacity of the top five cement enterprises in the region accounts for only 51.13%, and the concentration of production capacity is relatively low.
At the same time, in view of the extremely unbalanced relationship between supply and demand of cement in Inner Mongolia, the complexity of the PVC clinker problem, and the long, narrow and vast territory of Inner Mongolia, which is adjacent to Ningxia, Shanxi, Shaanxi, Hebei and the three northeastern provinces, the cement market is interdependent and mutually influential. Inner Mongolia has always been the depression of the national cement price .
Based on this, for a long time, the problem of overcapacity in Inner Mongolia Autonomous Region has been more prominent, and the capacity utilization rate of the local cement industry has always been at a low level. According to the big data of
China Cement Network, the capacity utilization rate of new dry process clinker in Inner Mongolia in 2018, 2019 and 2020 was 34.13%, 41.43% and 53.61% respectively, which was still significantly lower than national level in the same period. In 2018, 2019 and 2020, the capacity utilization rate of new dry process clinker in China was 73.06%, 78.79% and 83.84% respectively.
It can be seen that the utilization rate of clinker production capacity in Inner Mongolia needs to return to a reasonable level. The introduction of the above policies is undoubtedly of great significance to stabilize the market situation, but we also need to see that the renewal of production lines is conducive to improving the overall level of energy-saving and environmental protection technology in the industry, and is a key link to achieve green and high-quality development, especially in areas with more small and old production lines.
According to the data of China Cement Network, there are 62 cement clinker production lines in Inner Mongolia, including 32 clinker production lines of 2500t/d and below, accounting for 51.6% of the total production lines. It is worth mentioning that Shandong Province has recently issued a document to clarify that the 2500 tons/day cement clinker production line will be fully integrated and withdrawn by the end of 2024. In addition, in recent years, there have been calls in the industry to speed up the elimination of old production lines. In order to achieve high-quality development in the cement industry in Inner Mongolia in the future , how to upgrade the production line technology while resolving the problem of overcapacity is particularly critical.
Regarding the "double control of energy consumption" measures introduced by Inner Mongolia, Liu Pengfei, chairman of Mengxi Cement Group, vice chairman of China Cement Association and chairman of Inner Mongolia Cement Association, pointed out that it is an indisputable fact that the excess rate of cement production in Inner Mongolia is in the forefront of the country, and that the "double control of energy consumption" measures introduced in this plan are fully in line with reality. It is of practical significance to curb the overcapacity of the cement industry in Inner Mongolia, promote the comprehensive control of air pollution in Inner Mongolia, and promote the healthy development of the cement industry in Inner Mongolia, and also has a demonstration effect on the whole country.
Based on the fact that the overcapacity problem in Inner Mongolia is prominent and 2500t/d small production lines account for a large proportion, the future development directions are to strictly implement the policy boundary of capacity replacement, strengthen the elimination of backward production capacity, and realize the green and intelligent upgrading of the industry.
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