[Comments] Where is it under construction? Who is under construction? Analysis on production capacity of newly ignite cement clinker in recent six year

Table 1: Capacity

of new ignition clinker production lines in six regions from 2017 to 2022 Source: China Cement Big Data (https://data.ccement. six years, there were 20 clinker production lines put into operation in Guangxi, with a total capacity of 29.853 million tons. Yunnan and Guizhou followed closely with 1743. According to the proportion of new ignition production capacity to the production capacity at the end of last year, new ignition production lines had a greater impact on Xizang (69%), Guangxi (29%) and Fujian (21%).

Figure 1: Distribution

of new ignition clinker production capacity in 2017-2022 Data source: China Cement Net Cement Big Data (https://data.ccement.com/)

CNBM,

Table 2: Production Capacity of

New Ignition Clinker of Top Ten Domestic Enterprises in Recent Six Years Data Source: China Cement Net Cement Big Data (HTT PS://data. Ccement.

Table 3: List

of Enterprises with New Ignition Capacity of More than 2 Million Tons Besides the Top Ten Enterprises Data Source: China Cement Net Cement Big Data (https://data.ccement. plus those put into production by TOP10 enterprises, Total 1.

The replacement line has limited

effect on improving the concentration of clinker production capacity. The author believes that although the production line constructed by reduction or equivalent replacement improves the production scale and technical level of single line, it has little effect on improving the concentration of cement industry. From 2017 to 2022, most of the new ignition clinker lines come from outside the top ten enterprises. Through capacity replacement, small and medium-sized enterprises have significantly narrowed the technological gap with the top ten enterprises, and some enterprises have taken advantage of the situation to expand, which is very unfavorable to the improvement of concentration. In the past six years, " at present, the cement market in the northern region has already broken the platform period, followed by the southwest market in the southern region. With the approaching of the population peak in central and southern East China, the breaking of the national cement demand platform will be within reach, and new measures to reduce production capacity need to be taken urgently.