Recently, the National Property Rights Industry Information Integrated Service Platform disclosed that Gezhouba Chongzuo Building Materials Co., Ltd. was pre-listed to transfer 100% equity , and the transferor was China Gezhouba Group Cement Co., Ltd.
It is understood that in 2021, Gezhouba Cement plans to build Gezhouba Green Building Material Industrial Park in Chongzuo, Guangxi. The project plans to build two 5000t/d clinker cement production lines , supporting aggregate (including raw materials) mines and corridors, special wharfs and water supply projects, with a total planned investment of 5 billion yuan.
In addition, a few days ago, Gansu Industry and Information Technology Office issued the "Announcement on Cancellation of the 2500t/d Cement Clinker Production Line Capacity Transfer Scheme of Linxia Conch Cement Co., Ltd.".
The content shows that under the influence of the policy of "double control of energy consumption" in Guangxi Zhuang Autonomous Region (the place where production capacity is transferred), Xing'an Conch Cement Co., Ltd. The production capacity transfer scheme of the 2500t/d cement clinker production line of Linxia Conch Cement Co., Ltd. was cancelled.
According to the Guilin Publishing Office, the signing ceremony of the 17th China-ASEAN Expo was held in Guangxi on November 27, 2020. On that day, the Guilin delegation signed 49 projects with a total amount of 128.505 billion yuan. Including the project of Xingan Conch Phase III 5000t/d new dry process cement clinker production line with an investment of 1.5 billion yuan .
It is understood that Guangxi has been required to rectify by the Central Environmental Protection Supervision Group because of the inadequate management and control of the "two high" projects. According to the Ministry of Ecology and Environment, during the "14th Five-Year Plan" period, the impulse to launch the "two high" projects in Guangxi is still strong. The production capacity of some energy-intensive industries continued to expand. In 2020, the output of flat glass, ten kinds of non-ferrous metals and electrolytic aluminium in the whole region was 4.3 times, 2.6 times and 3.8 times that in 2015, respectively. In recent years, Guangxi has replaced cement production capacity from 18 provinces in China, and the cement clinker production capacity of 12 projects under construction has reached 17.34 million tons, which is 2.9 times the increment of the 13th Five-Year Plan. The Guangxi Office of Industry and Information Technology recently released the completion of the rectification task, saying that the rectification measures have been completed and continued to advance due to the inadequate management and control of the "two high" projects.
At present, affected by the management and control of "two high" projects, Gezhouba and Conch Cement Clinker projects are difficult to land or will be cancelled. Before the completion and commissioning
of seven clinker production lines within
two years, the Guangxi Office of Industry and Information Technology released a list of cement clinker production lines, which showed that as of December 31, 2022, there were 74 clinker production lines in Guangxi. Among them, there are 5 production lines newly built and put into operation. They are:
1. The 5000t/d new dry process clinker cement production line constructed by Du'an Shangfeng Cement Co., Ltd. in Du'an County, Hechi City will be completed and put into operation in November 2022.
2. Guangxi Xindongyun Cement Co., Ltd. constructed the first phase project of 5000t/d new dry process cement clinker production line in Wuxuan County, Laibin City, which was completed and put into operation on September 1, 2021.
3. Guangxi Jinxiang Cement Co., Ltd. constructed the first phase project of 6000 t/d new dry process cement clinker production line in Xiangzhou County, Laibin City, which will be completed and put into operation in August 2022.
4. Guangxi Jinxiang Cement Co., Ltd. constructed the Phase I 2 # project of the 6,000t/d new dry process cement clinker production line in Xiangzhou County, Laibin City, which will be completed and put into operation in October 2022.
5. Guangxi Dongni Tiandeng Cement Co., Ltd. constructed a new dry process cement clinker production line with a daily output of 5000 tons and a co-disposal solid waste project in Tiandeng County, Chongzuo City, which was completed and put into operation in June 2021.
In addition, according to the list, in addition to the five production lines mentioned above, two production lines have also been put into operation in the past two years.
1. Guangxi Liuzhou Yufeng Cement Co., Ltd. will build a 5500 t/d production line in December 2021 by eliminating its own two production lines and replacing its production capacity.
2. Chongzuo Huixin Building Materials Co., Ltd. Phase I new dry process cement clinker production line with a daily output of 5,800 tons and supporting 12 MW pure low-temperature waste heat power generation project will be put into operation in June 2022. It is
also reported that on February 27 this year, a 5000t/d clinker project of Guangxi Huahong Cement Co., Ltd. was ignited and put into operation. The Guangxi Office of Industry and Information Technology issued the Notice of the First Batch of Autonomous Region's "Thousand Enterprises Technological Reform" Project Plan in 2023. Guangxi Huahong Cement Cement Clinker Production Line Off-site Upgrading and Co-processing of Urban Waste Circular Economy Project is planned to build two 5000t/d clinker new dry process cement production lines in two phases. A 5000t/d clinker new dry process cement production line with 9000 kW pure low-temperature waste heat power generation will be built in the first phase, with an annual output of 1.5 million tons of clinker and 2 million tons of cement. According to the "Top 100 List of China's Cement Clinker Production Capacity in 2022" published by China Cement Network, the market pressure of
Guangxi and Guangdong has increased greatly
. In 2022, Guangxi's new clinker production capacity reached 11.873 million tons, ranking first in the country, followed by Hunan, Shandong, Jiangxi and Tibet with a total production capacity of 11.315 million tons.
As a hot market of cross-provincial replacement after the new regulation of capacity replacement was issued in 2018, a large number of new production lines have emerged in Guangxi in recent years, most of which have taken a fancy to the huge market potential of Guangxi and the convenient water transportation of the Xijiang River, so as to realize local sales, and at the same time, to promote the development of the whole province. The market coverage target of Guangdong-Hong Kong-Macao Greater Bay Area at the other end of the Xijiang River. According to the survey of China Cement Network, most of the new production lines are distributed along the river and equipped with transshipment terminals. When
China Cement Network recently surveyed the Guangxi market, local enterprises said that the demand for cement in Guangxi is expected to increase slightly in 2023 , but there are still many unstable factors affecting the local cement market situation, especially the release of new production capacity. It may aggravate the problem of local cement overcapacity and threaten the market balance.
In addition, an enterprise in Guangdong said frankly that the market of Guangdong-Hong Kong-Macao Greater Bay Area has always been the key target of most cement enterprises in Guangxi, especially several production bases built in recent years, and the water transport terminal has been used as the standard for the construction of production bases. With the centralized production of Guangxi production lines, the Guangdong market will face a more severe test.