According to the incomplete statistics of China Cement Network and Cement Big Data Research Institute, 48.1% of the cement clinker enterprises in Guizhou Province have better energy consumption than benchmark level, which is the highest in the country.
Why has Guizhou cement industry achieved the national leading level in energy saving and consumption reduction?
"Last year, the cement production capacity of Guizhou Province was about 150 million tons, but the demand for cement was less than 50 million tons, which was only a fraction." Recently, a person in charge of a cement enterprise in southeastern Guizhou said when communicating with China Cement Network. The person in charge of the cement enterprise in southeastern
Guizhou believes that the number of days of peak staggering production in Guizhou Province has increased again and again, the cement production capacity in Guizhou has been severely limited, and the contradiction between production and marketing is fierce, so increasing production is no longer within the scope of consideration of technological transformation of cement enterprises in Guizhou,
so energy saving and consumption reduction has become the mainstream of technological transformation of cement enterprises in Guizhou. This is also one of the reasons for the excellent energy consumption level of Guizhou cement enterprises.
It is understood that due to the sluggish demand for cement and serious overcapacity, the number of days of peak staggering production in Guizhou cement industry has been increasing.
Recently, Guizhou Cement Industry Association issued the Notice on Extending the Production Time of Peak Staggering in the Third Quarter, requiring all cement enterprises in the third quarter to implement precise peak staggering and rigid kiln shutdown for 55 days. In the
previous first and second quarters, Guizhou cement enterprises have implemented 60 days of kiln shutdown.
"In the first half of this year, Guizhou's cement output was about 21 million tons, down about 2 million tons from the same period last year." A cement enterprise in Guiyang said that the current situation of Guizhou cement market is basically "how much to produce and how much to sell", and the output will not be much higher than sales volume. In the case of insufficient
demand, increasing production will increase inventory pressure and lead to full shutdown, and the number of peak staggering days will be further extended. Sluggish
demand and overcapacity are not only the problems faced by Guizhou cement market, but also a common phenomenon throughout the country. Different
from the current situation of price war in other regions, Guizhou cement industry adopts the way of extending peak staggering and maintaining price to cope with the difficult problems together.
"Our cement workers in Guizhou often say, 'Guizhou market today is the future of the national market'." A person in charge of another cement enterprise in Guiyang said that Guizhou had experienced the current situation of price disorder in the Yangtze River Basin and Guangdong and Guangxi as early as a few years ago. Supported
by policies such as the development of the western region, Guizhou has developed rapidly in the past decade, and various major projects have been "on the stage", relying on numerous infrastructure projects, the demand for cement in Guizhou continues to be strong, and new production lines continue to be built.
However, by 2020 or so, all kinds of major projects have come to an end one after another, and Guizhou has basically lost the space for infrastructure construction.
New and old projects are in short supply, cement demand has fallen sharply, the expanding cement production capacity in the early stage has become a burden, and the contradiction between production and demand in Guizhou cement market has become increasingly prominent.
In the early stage of the sharp decline in demand, Guizhou cement enterprises also used short-term off-peak kiln shutdown to adjust supply and demand immediately to alleviate the fierce contradiction between production and demand, but because of the serious overcapacity, ultimately to no avail.
As a result, cement enterprises focused on seizing the market stock, and the price of cement in Guizhou once plummeted. After the cruel market competition, Guizhou cement enterprises generally realize that disorderly competition will only make the sluggish market worse, and jointly safeguarding the interests of the industry is a long-term solution, which has opened a long-term peak staggering in Guizhou cement industry.
Even so, the situation of Guizhou cement market has become more and more serious since this year. In June, due to the frequent rainy weather and the high school entrance examination and other factors, the shipments of enterprises further declined, and the inventory was generally at a high level;
the low-priced cement imported from the surrounding Hunan, Guangxi and other places also had an impact on the local cement price in Guizhou. "From the beginning of the year to now, the price of cement has dropped by almost 80 yuan/ton." The person in charge of the above-mentioned Qiandongnan enterprises said that Guizhou had not been able to avoid the impact of the sharp decline in the national market, and that in the first half of this year, most enterprises in Guizhou should be in a loss state.
Many cement enterprises in Guizhou said that Guizhou is not a closed market, and the high degree of self-discipline in Guizhou alone can not improve the downward trend of the cement market. The market changes of
Guizhou cement market in recent years can be said to be acting as a "lookout" for the current national cement market. In the face of difficulties, the whole industry should establish a consensus of giving priority to the interests of the industry, otherwise there will be only endless losses.
Many Guizhou cement enterprises believe that in order to improve the current cement market, peak staggering production must achieve nationwide linkage, at least in the related areas, and fighting alone can only end up "drawing water from a bamboo basket";
Serious overcapacity is the main reason for the current predicament of the cement industry, and capacity reduction is imminent. Under the downward market, many small-scale cement enterprises are eager to leave the market due to serious losses. Large cement groups can acquire these enterprises and force them to shut down, so as to effectively achieve capacity withdrawal.
When it comes to the carbon market that will soon be incorporated into the cement industry, Guizhou cement enterprises are generally noncommittal.
"The cement industry will soon be incorporated into the carbon market, which will help to optimize the resources of the cement industry and eliminate backward production capacity, but we should be cautiously optimistic about how much it can improve the overall cement market environment." The above-mentioned Guiyang cement enterprises said that in the current situation of serious overcapacity, the output of cement enterprises will be limited. Since the production capacity can not be fully utilized, most cement enterprises may not need to purchase carbon emission indicators at all, the carbon trading market may not be as hot as you imagine, and its specific implementation effect remains to be seen.
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