今年投产产能近3200万吨!为何新建生产线热情不减?

2021-12-15 09:14:56

在行业掀起新建生产线热潮的同时,淘汰落后生产线的脚步也并未停下。经过近5年的发展,全国水泥熟料生产线的布局、产能规模等俨然是焕然一新的局面。

新陈代谢是市场经济发展的必然,尽管当前国内水泥产能严重过剩,但国内水泥企业生产线建设热情却并未减退。

据中国水泥网数据统计,截至目前,2021年全国共投产了21条熟料生产线,总计熟料年产能近3200万吨(以310天计),涉及省份包括云南、广西、贵州、陕西、西藏、新疆、福建等13个地区。

从中国水泥网发布的2021版《全国水泥熟料生产线分布图》上可以看出,与往年不同的是,今年陕西新投产熟料年产能达620万吨,居各地区首位,打破了云南省2019年、2020年连续两年成为投产产能最高省份的记录。并且《全国水泥熟料生产线分布图》上显示,今年投产产能分布仍然非常集中,西南、中南地区依然是热门区域,吸引了红狮、台泥、中联、西南、祁连山等众多水泥企业在此区域新建生产线。

2021版《全国水泥熟料生产线分布图》

淘汰产能方面,据中国水泥网不完全统计,截至目前,今年已淘汰、关停近2000万吨熟料产能,2500t/d及以下生产线占比达80%以上。而这些关停的生产线在2021版的《全国水泥熟料生产线分布图》上也再无踪迹。

总体上来看,今年水泥企业新建生产线的热情依旧。据水泥大数据研究院此前数据显示,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。今年新投产熟料产能超过去年的可能性不大,但也是近6年来新投产熟料产能较多的年份之一。

另外,据中国水泥网初步统计,截至目前,仅今年公示的全国拟建、在建水泥熟料生产线项目也达到了39个之多。

为何近年来国内新建熟料生产线的热情不减?笔者认为主要有以下几个原因:

一是资金充裕。水泥属于高投资门槛行业,生产线建设动辄数亿或上十亿,自2016年以来,行业利润连年创下新高,为新建生产线提供了资金基础。

二是城市规划建设需要。通过关停、搬迁等方式,部分水泥企业在远离主城区的产业功能区新建更加智能、绿色的生产线,以此促进该城市的产业集群发展。

三是产能置换政策的变化。今年7月20日,修订后的《水泥玻璃行业产能置换实施办法》出台,提高了水泥项目产能置换比例,在此之前,有关产能置换政策将趋严的传言始终不断,刺激了行业生产线建设热情。

四是水泥企业战略布局调整。当前,水泥区域市场态势分化日趋明显,水泥企业尤其是龙头企业需要不断加强对重点区域的掌控力度和影响力,继而通过产能置换方式,优化产业布局。

五是增强企业竞争力。一般而言,新建、大型生产线较老旧、小型生产线更具竞争优势,基于对未来市场下行的预判,企业开始未雨绸缪,通过生产线置换,修炼核心竞争力。

以今年6月28日,冀东水泥、尧柏水泥两条新投产的万吨线为例。

资料显示,冀东水泥日产万吨熟料水泥生产线项目,依托金隅冀东集团在水泥窑生产、协同处置等方面的核心技术,按照国际先进的“二代水泥技术”标准,突出绿色、智能两大理念,建设一条日产熟料水泥1万吨的生产线,项目总投资约20亿元,将是国际一流、国内领先、超低能耗、超低排放的熟料水泥国家级示范生产线。建成后预计年实现销售收入14.08亿元,税收2.88亿元。

尧柏日产万吨水泥熟料生产线采用第二代新型干法生产工艺,配套建设有15WM纯低温余热发电系统及年处置规模20万吨固废危废项目。为贯彻落实水泥行业“创新提升、超越引领”的发展战略,铜川尧柏特种水泥有限公司从优化设计、自主创新、装备提升、低碳技术开发、节能减排等方面针对传统水泥制造模式进行系统化集成创新,突出智能化、绿色化、节约化三大优势,采用工业互联网、大数据手段实现无人化、数字化管理运行及超低排放,劳动生产率提高可达2倍,能耗利用率较传统水泥企业大幅提升。项目正式投产后,年总产值可达50亿元,利税15亿元,带动上下游产业新增1000人就业。

据2020中国水泥熟料产能百强榜显示,截止到2020年,陕西水泥熟料产能总计5539.08万吨,按照日产万吨(以310天计)计算,此次两条万吨线的投产,预计将给陕西地区增加年产能约620万吨,届时陕西水泥熟料产能将超过6100万吨,尧柏水泥、冀东水泥在全省的占比也将超过50%,行业集中度进一步提高。

对于尧柏水泥和冀东水泥而言,万吨线的投产不仅进一步增强了两家企业市场掌控力度,更大幅提升了企业竞争力。

当然,几家欢喜几家愁,新建生产线对水泥行业的影响不容小觑。

有业内人士直言,新建生产线,将影响企业间的竞合关系,导致市场互信降低,不利于现有市场格局稳定,甚至引发区域性的价格战。笔者认为,是否会加剧行业竞争尚未可知,但新建生产线对区域内水泥市场格局产生影响是必然事件。

以上述两条万吨线为例,从2021版的《全国水泥熟料生产线分布图》上可以看到,铜川地处陕西省中部、关中盆地和陕北高原的接交地带,与延安、渭南、咸阳3个地市毗邻,且与甘肃、宁夏相距不远。

今年新投产的两条万吨线,其影响范围将不仅仅局限于陕西内部,对于甘肃、宁夏等西北省份水泥市场都将产生一定影响。“不仅仅是这些区域,两条万吨线的投产对河南市场都带来不小‘震荡’。”河南一水泥企业负责人表示。

值得关注的是,除了今年已经投产的生产线,全国拟建、在建的生产线数量也不在少数。以广西为例,在《全国水泥熟料生产线分布图》上可以清楚地看到,广西锦象水泥2x6000t/d、鱼峰集团5500t/d、都安上峰5000t/d、广西来宾海中水泥2x5000t/d等拟建、在建项目赫然在列。

(点击可看大图)

整体来看,两广地区是一个统一市场,从改革开放以来,一直都存在广西水泥通过西江输入来满足珠三角区域建设需求的现象。待广西上述拟建、在建项目全部陆续投产,将更大程度上影响着两广水泥行情的走势。

未来,在坚决遏制“两高”项目盲目发展的大背景下,水泥新建生产线是否会迎来冷淡期还有待时间验证。但从2021版的《全国水泥熟料生产线分布图》上可以明显看出,在行业掀起新建生产线热潮的同时,淘汰落后生产线的脚步也并未停下。经过近5年的发展,全国水泥熟料生产线的布局、产能规模等俨然是焕然一新的局面。

2021版《全国水泥熟料生产线分布图》全新出炉!

由中国水泥网精心打磨的《全国水泥熟料生产线分布图》一直是企业制定市场规划、战略布局的重要工具,一直以来深受广大行业及上下游用户的喜爱。

截至当前,中国水泥网推出的《全国水泥熟料生产线分布图》迭代20版,不断根据市场变化和用户需求,更新、丰富分布图的内容信息。

相比之前的版本,2021版《全国水泥熟料生产线分布图》在原有2000t/d及以上水泥熟料生产线信息基础上,增加了新投产生产线、在建生产线,去除淘汰的生产线,数据更加准确和完善,帮助用户更加方便阅读和查询。

纸质生产线分布图领取方式:

方式一、微信扫描下方二维码

方式二、关注微信公众号“水泥网APP”,在底部菜单栏右下角点击“行业报告>领地图”也可获取。

除了纸质版生产线分布图外,水泥网APP还推出了电子水泥熟料生产线分布查询功能,您只需下载“水泥网APP”,通过“地图”功能即可查询水泥全能工厂、熟料工厂、粉磨站、商混站、中转站、骨料线、码头等丰富数据信息。

此外,通过“企业通”产品,还可精准查询到生产线所属企业的工商信息、联系方式、产能规模、设计单位、窑径规格、磨机规格等信息,并可通过标注功能,自主备注企业相关信息。

最后,您若想定制企业个性化生产线分布图,或者对我们的产品有更好的建议,欢迎来电咨询:0571-85999833。

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Correlation

Compared with No.80, the Implementation Measures generally require more stringent, precise and standardized capacity replacement, which is of great significance for speeding up the removal of inefficient capacity, guiding the transformation and upgrading of the industry, and accelerating the promotion of high-quality development.

2024-10-31 17:39:56

It is understood that a 5000t/d cement clinker production line has been put into operation. The project is an upgrading and transformation project with a total investment of about 828 million yuan. It is located in Caoyuan Town, Yongan City, Fujian Province. Two original 2500t/d rotary kiln cement production lines have been eliminated and a 5000t/d cement clinker production line has been upgraded and transformed.

2024-10-21 13:34:11

This also has to be associated with the fact that Huaxin's enterprises have occupied the first and second place in the cement industry for three consecutive years (high alternative fuels in 2023). Huaxin Xinyang is the champion of energy efficiency in 2021, Huaxin Huangshi is the champion of energy efficiency in 2022 and the runner-up of energy efficiency in 2023. It is believed that Huaxin Huangshi will make more achievements in energy efficiency.

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1 cement kiln publicizes 3 specifications: Ф4.8 × 74m, φ5.0 × 74m and Ф5.2 × 74m. The cylinder of Nuoda cement kiln can be kneaded big and small like flour dough! If the kiln diameter Ф4.7 verified by capacity conversion is included Then there are four kiln paths in one kiln, hehe!

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Do we have to wait until we are caught in the supervision of ecological environment protection?

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Several years later, the capacity was effectively removed through market shuffling, and the capacity utilization rate of the cement industry returned reasonably. Perhaps it is the golden sentence of the cement industry, the world cement looks at China, China cement looks at conch!

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[水泥大数据研究院]水泥产业链指数运行周报(2023.2.17)

2023-02-17 17:23:30

如今,随着广西水泥熟料产能的释放,2023年广东市场压力可能进一步加大。

2023-02-13 09:55:25

[水泥大数据研究院]水泥产业链指数运行周报(2023.2.3)

2023-02-03 17:27:22

水泥行业2023年十大预测

2023-02-03 16:28:26

[水泥大数据研究院]水泥产业链指数运行周报(2023.1.6)

2023-01-06 17:16:21

对于水泥行业来说2022注定是难以忘记的一年。

2023-01-03 09:36:41

从这个角度来说,水泥熟料库容量扩增、推进中转库建设或许是水泥企业面对市场竞争的有力“武器”之一。

2022-12-25 14:04:47

[水泥大数据研究院]水泥产业链指数运行周报(2022.12.16)

2022-12-16 17:19:03

寻找新的收入增长极,打造拥有完整产业规模的企业“航空母舰” 。

2022-12-04 14:47:33

500万吨骨料项目投产、10.5MW分布式光伏发电项目并网、投资100多亿建设新材料产业项目……今年华润水泥可谓动作频频。

2022-12-02 13:10:42

[水泥大数据研究院]水泥产业链指数运行周报(2022.11.25)

2022-11-25 17:19:46

On November 21, the Western Construction (002302) issued a prospectus for issuing stocks to specific targets in 2021. The company plans to introduce Conch Cement as a strategic investor through this issue, and Conch Cement will subscribe for 183 million shares, accounting for 12.48% of the total equity after the issue, becoming the second largest shareholder. The purpose of this issue is to optimize the capital structure, supplement liquidity and repay bank loans, which is expected to bring the company an annual increase of 8.85 billion yuan in operating income and a total profit of 708 million yuan, up 38.71% and 78.23% respectively from 2023.