According to the tracking of China Cement Network Cement Big Data Research Institute, 8 cement clinker production lines were put into operation in the first half of this year, with a total actual clinker production capacity of 11.32 million tons, and 86% of the new production capacity was reduced replacement projects. In the
first half of this year, the new clinker production lines were basically the same as in the same period, but far less than in 2021, which may be related to the continuous depression of the cement industry since the first half of this year and the greater operating pressure faced by enterprises, which led to the suspension or postponement of some production lines.
Figure 1: Clinker capacity launch
in recent years Figure 2: Regional distribution
of capacity launch in the first half of 2023 Data source: Cement Big Data (https://data.ccement.com/)
According to China Cement Net Cement Big Data According to the tracking of the research Institute, 27 clinker lines with a capacity of over 40 million tons are planned to be put into operation in the second half of the year.
For example, the 4,000t/d cement clinker production line of Quanxing Cement is planned to be ignited on September 15; for the 4,500t/d project of Shanshui yuanhang Cement, the installation of kiln cylinder and preheater has been completed, and the installation quantity of coal mill system has been more than half, which is expected to be completed and commissioned in October; The second phase 5000t/d production line of Guangdong Qingxin Cement Co., Ltd. is expected to enter the peak period of equipment installation in July and August, and is scheduled to be ignited and put into operation on November 28.
Table 1: Production line
planned to be put into operation in the second half of the year The above information is for reference only, subject to the information released by local departments and enterprises.
In view of the fact that the industry is still under great pressure in the second half of the year, it is expected that the release progress of new production capacity will still be less than expected. Supply pressure is controllable as a whole, but the contradiction between supply and demand is prominent in the downward period of demand, and the problem of overcapacity is still serious. The downward trend of cement demand in the
future can not be changed. For cement enterprises, energy saving and carbon reduction has become a necessary "homework" for cement enterprises to maintain market competitiveness. The cement industry will soon be incorporated into the national carbon market, and it is urgent for cement enterprises to establish a carbon emission management system and enhance the ability of carbon asset management.
In order to actively respond to the national environmental protection policy and implement the concept of green and low-carbon development, China Cement Network will hold the " 2023 Cement'Double Carbon 'Conference and the 10th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference " in Zhengzhou, Henan Province. The cement industry is moving towards a low-carbon, more energy-saving and greener high-quality development.
At the same time, the medal ceremony of "2023 Advanced Enterprises of Double Carbon in Cement Industry" and the "Double Carbon" Equipment Exhibition will be held. After the meeting, we will also organize a visit to Jiyuan Zhonglian Cement Co., Ltd. "The world's first production line of carbon sequestration auxiliary cementitious materials and low-carbon cement from flue gas CO2 of steel slag capture cement kiln".