past two years, under the comprehensive background of increasing downward pressure in the market, rising coal prices and the heavy task of "double carbon" target, many cement enterprises have begun to actively lay out new energy tracks such as wind, solar, hydrogen and biomass fuels. This will not only enhance their ability to cope with external risks, but also help the cement industry to take the lead in achieving carbon peak and carbon neutralization.
According to the data released by China Cement Network Cement Big Data Research Institute recently, as of the first half of 2023, more than 10 cement enterprises have invested more than 100 billion yuan in the field of new energy, accounting for about 20-30% of the industry's profits. The highest proportion is photovoltaic (97%) and polysilicon (65%). As the leader of cement enterprises
, Conch Cement has made great efforts in the layout of new energy. Photovoltaic power plants are favored by cement enterprises because of their high maturity and low entry threshold. In 2023, Conch will further accelerate the integrated development of wind, solar, water and storage in the new energy industry, actively extend to the upstream industry, and steadily lay out photovoltaic glass, modules and other photovoltaic midstream areas. As of June 2023, the installed capacity of photovoltaic power generation has reached 513 MW. Photovoltaic installed capacity
of
major cement enterprises Source: Cement Big Data Research Institute
In addition, the cement enterprises that directly invest in the layout of the photovoltaic industry chain and develop it into the main business of the company mainly include Oriental Hope and Red Lion Group, which mainly lay out the silicon material industry in the upstream of the photovoltaic industry chain. As of 2023, the production capacity of metal silicon of Dongfang Hope exceeds 600,000 tons/year, and the planned production capacity of polysilicon is nearly 500,000 tons/year. With the commencement and commissioning of new projects, it is expected that Dongfang Hope will become the leader in the field of silicon materials during the "14th Five-Year Plan" period. During the "14th Five-Year Plan" period, Red Lion Group actively constructed the "cement + polysilicon" dual-industry pattern, and it is expected that the polysilicon photovoltaic industry will become the second curve of the company's performance growth. Compared with coal,
biomass fuel has the characteristics of low pollution and low cost, and has good economic and social benefits. At present, leading enterprises such as China Building Materials, Conch Cement and China Resources Cement have gradually set foot in biomass power generation and fuel substitution business.
However, the application of hydrogen energy as an ideal clean energy in the cement industry is still in the research and development stage, and large-scale application will take a long time. It is worth mentioning that as a carrier of hydrogen energy, green ammonia fuel has been applied to Donghua Cement clinker production line with a daily output of 5000 tons as an alternative fuel for cement production. The development of new energy in
cement industry can not be separated from the whole-hearted investment of cement enterprises, but also from the strong support of many excellent technical equipment suppliers. To this end, China Cement Network launched the "2023 Top 100 Suppliers in the Cement Industry" . The award of "2023 Pioneer Supplier of New Energy in Cement Industry" will be presented at the "2024 China Cement Industry Summit".
As a well-known selection activity in the industry, the "Top 100 Suppliers Selection Activity of China's Cement Industry" has been successfully held for twelve consecutive sessions. The continuous "Top 100 Suppliers Selection Activity of China's Cement Industry" has made a large number of outstanding suppliers in the industry stand out and effectively promoted the high-quality development of China's cement industry. You
are so excellent, hurry to sign up!
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