In more than half a month, the cement enterprises in Shandong Province that have not completed the transformation of ultra-low emissions will formally implement the policy of electricity price increase for all their online purchases! In March
this year, the Shandong Development and Reform Commission and the Shandong Provincial Department of Ecology and Environment jointly issued the Notice on Matters Relating to the Policy of Ultra-low Emission Differentiated Electricity Price for Cement Coking Enterprises . If cement and coking enterprises fail to complete the ultra-low emission transformation on time in accordance with the requirements of the Implementation Plan for the Ultra-low Emission Transformation of the Cement Industry in Shandong Province and the Implementation Plan for the Ultra-low Emission Transformation of the Coking Industry in Shandong Province, the policy of electricity price increase shall be implemented for all the electricity purchased online.
Where one of the "organized emission, unorganized emission and clean transportation" of cement enterprises fails to meet the requirements, the electricity price will be increased by 0.01 yuan per kilowatt hour (including tax, the same below); the electricity price for two items failing to meet the requirements will be increased by 0.02 yuan; and the electricity price for three items failing to meet the requirements will be increased by 0.05 yuan. If all the transformation is completed, there will be no price increase for electricity consumption.
The data show that the ultra-low emission standard of the cement industry in Shandong Province is as follows: the flue gas of the cement kiln and the waste heat utilization system at the kiln tail is under the condition of 10% of the reference oxygen content. The hourly average emission concentration of particulate matter, sulfur dioxide and nitrogen oxides shall not be higher than 10 mg/m ³, 35 mg/m ³ and 50 mg/m ³ respectively; Enterprises using independent heat sources for drying shall use waste heat, natural gas, electricity and other heat sources. Under the condition of 8% reference oxygen content, the hourly average emission concentration of particulate matter, sulfur dioxide and nitrogen oxides shall not be higher than 10mg/m ³, 35mg/m ³ and 50mg/m ³ respectively. The hourly average value of ammonia emission concentration for denitration and desulfurization by ammonia method shall not be higher than 8 mg/m ³.
At present, dust removal and desulfurization technology has been able to meet the needs of the industry, and now the biggest problem facing the cement industry to achieve ultra-low emission transformation is NOX . Due to the high NOX emission concentration, high dust content and high viscosity of flue gas in cement industry, the denitrification work of cement clinker production line is facing arduous challenges, and tens of millions of denitrification transformation costs are often incurred. It is undoubtedly a heavy burden for the current cement enterprises.
According to the 2022 national cement clinker production capacity list published by China Cement Network, by the end of 2022, Shandong's cement clinker production capacity has exceeded 100 million tons, which is a real cement province. Can such a huge clinker production capacity complete the ultra-low emission transformation on schedule in the context of a sharp decline in industry profits?
Industry insiders said that at present, cement enterprises purchase about 60 degrees of electricity per ton of cement (including clinker). As a major electricity consumer, the increase of electricity price will bring greater cost pressure to cement enterprises. The implementation of differentiated electricity price policy is conducive to urging cement enterprises to carry out ultra-low emission transformation as soon as possible, accelerate the upgrading of production technology, and take the road of green and low-carbon environmental protection.
However, for those cement enterprises that have not completed the transformation of ultra-low emissions and do not have advantages in cost competition, it is also a wise choice to withdraw in time in the face of many challenges such as declining demand, declining profits and increasing electricity prices.