According to the tracking of China Cement Network Cement Big Data Research Institute, up to 2023, 16 cement clinker production lines (one of which is in the commissioning stage) have been put into operation in China, with a total actual clinker production capacity of 23.16 million tons. Compared with the same period last year, it decreased by 22.8%, and more than 74% of the new production capacity was reduced replacement projects.
Regionally, 41.5% of the production capacity is located in central and southern China, 32.1% in East China, 15% in Southwest China, 6% in Northeast China and Northwest China, and there is no new production capacity in North China.
In terms of provinces, there are two new clinker production lines in Hunan, Shandong, Guizhou, Guangxi and Anhui, with production capacity of 2.79 million tons, 2.79 million tons, 2.48 million tons, 3.255 million tons and 2.48 million tons respectively, and the production capacity is relatively high.
In addition, according to local media reports, the 4500t/d clinker project of Inner Mongolia Chifeng Shanshui yuanhang Cement Co., Ltd. was originally planned to be completed and commissioned in October this year; Conch Group Guangdong Qingxin Cement Co., Ltd. Phase II 5000t/d Clinker Project was originally planned to be ignited and put into operation on November 28.
This year's production capacity is far less than planned (43% of the progress), which may be related to the continuous depression of the cement industry and the greater operating pressure faced by enterprises since this year, resulting in the suspension or postponement of some production lines.
In 2024, 27 clinker lines with a capacity of over 40 million tons are planned to be put into operation. In view of the fact that the industry pressure is still high in 2024, it is expected that the release progress of new production capacity will still be less than expected.
Under the current situation, why do enterprises still invest in the construction of new lines?
A cement enterprise told China Cement Network that since this year, few enterprises have really invested in the construction of new production lines, mostly projects completed or put into operation in the previous two years, or new progress has been made. In the cement market before
2022, the relationship of competition and cooperation in the region is relatively good, and the good market environment conveys a message that there is still room for profit in the cement industry in the future, coupled with the reality of hundreds of billions of profits in the cement industry before, many enterprises are flocking to invest in the construction of new lines.
Over the past two years, the decline in market demand has completely exceeded the expectations of enterprises, and it is not a regional decline, but the national market has been seriously affected, affecting all cement enterprises, the national market has been squeezed, and the profits of enterprises have also declined sharply. Such a sharp decline in the industry situation has caught everyone by surprise.
An industry insider said that the new production line is undoubtedly superior to the old production line in terms of environmental protection, energy consumption and resource utilization, and the production cost is not inferior to the old production line. The problem of overcapacity in the cement industry has always been very serious, and the new production line will undoubtedly aggravate the contradiction between supply and demand. Under the increasingly severe market situation, a new round of competition is inevitable.
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