风险与效益并存,水泥企业布局新能源赛道前景如何?

2023-05-12 09:46:05

在前所未有的成本压力以及水泥需求下滑的背景下,“水泥+新能源“战略盛行。

在高成本时代的来临和水泥需求严重下滑的现状下,水泥行业的发展逐渐步入瓶颈期,各大水泥企业纷纷寻找新的利润增长点。砂石骨料、商混、新材料、新能源等均成为水泥企业的突破口,布局新能源赛道的水泥企业也越来越多。为什么水泥企业开始纷纷布局新能源产业?布局新能源产业前景如何?  

日前,中国水泥网·水泥大数据研究院高级分析师魏瑜在中国水泥网主办的“中国水泥行业绿色发展高峰论坛暨超洁净排放技术交流大会”上深入分析了当前水泥企业在新能源产业布局情况及前景展望。  

魏瑜表示,在前所未有的成本压力以及水泥需求下滑的背景下,“水泥+新能源“战略盛行,目前水泥企业在新能源领域的投资总额超千亿,年均投资约占行业利润约20-30%。其中占比最高的是光伏(97%)和多晶硅(65%)。目前应用最广泛的是投资光伏电站,因其进入门槛低,且主要是以减碳为主要目的,配合水泥企业提出的“零购电”战略。魏瑜指出,乐观预期,2030年水泥行业分布式光伏累计装机量有望达到7.2GW,复合增长率28.53%,占全国总装机量0.5%,累计投资200-360亿。  

一、水泥企业转型背景及新能源布局成果  

2020年,碳中和、碳达峰成为全球的共同目标,根据国际能源署消息,未来可再生能源占比要达到70%以上。且2021年后,国内煤炭供需失衡,价格一路上涨,水泥行业正式进入高成本时代,使用光伏、风电代替煤炭,对于水泥企业来说降碳又降本。除此之外,水泥需求的下滑也在倒逼企业开发第二利润增长点。布局新能源产业成为水泥企业转型发展的重要方向之一。  

据了解,当前超过10家水泥企业涉足风光氢储的绿色能源相关产业,总投资预算1300亿元左右。  

其中企业涉足最多的是光伏产业。近年来,许多水泥企业都在布局分布式光伏,光伏电站项目数量多,进入门槛低。而针对其他环节,如硅料、硅片、电池、组件的投资数量相对偏少,主要是因为其投资巨大,尤其是硅料。魏瑜表示,从目前水泥企业布局新能源领域的发展情况来看,进入光伏产业的水泥企业主要分成两类:一种是分布式光伏的应用,以减碳为主要目的,配合“零购电”需求为主,这一种在数量上占据多数;另一种是以进入光伏主产业链,开发第二增长曲线为目的。  

二、水泥企业在新能源布局的前景展望  

2022年,国家发改委和国家能源局正式印发《“十四五”现代能源体系规划》,为截至2025年我国现代能源体系的建设划定了明确目标。据统计,已有25个省份公布“十四五”期间新增风电、光伏装机目标,合计超579.37GW。近年来,受地缘政治爆发影响,储能产业异军突起。2022年被行业称为储能的爆发之年,光储一体化进程加快,有业内人士认为光伏行业起码还能维持5~10年的景气度。  

2010-2027年各类型电力累计装机量  

2030-2050年各类型电力来源预测  

光伏产业方面。2022年全球光伏累计装机量超过1TW,其中,中国累计装机量392.44GW。随着光伏产业的不断发展,大型集中式电站的装机增速放缓,分布式光伏的比例大幅提升,2022年达到了60%左右,其中工商业分布式快速崛起。同时户用光伏也在快速发展。魏瑜指出,乐观预期,2030年水泥行业光伏累计装机量有望达到7.2GW,复合增长率28.53%,占全国总装机量0.5%,累计投资200-360亿。  

储能方面。相关数据显示,截至2022年底,我国已投运电力储能项目累计装机规模59.8吉瓦,占全球市场总规模的25%,年增长率38%。新型储能继续高速发展,累计装机规模首次突破10吉瓦,达到13.1吉瓦/27.1吉瓦时。全国已有26个省市规划了“十四五”时期新型储能的装机目标,总规模接近67吉瓦。魏瑜指出当前我国储能发展现状主要为政策驱动,商业模式不清晰。目前能实现盈利的主要模式是工商业分布式通过峰谷套利,而未来的长期发展需求则依靠政策扶持、技术迭代、制造业降本等。  

中国新型储能市场累计装机量  

除此之外,魏瑜表示氢能也与储能一样,处于起步阶段,面临着成本高、技术不成熟的困境,但其未来发展空间巨大。  

最后,魏瑜表示水泥企业转型做新能源行业有机遇也有挑战:  

一是光伏行业市场成熟,集中度高,产能过剩风险近在眼前。企业进入光伏市场有成熟模式和经验可以参考,风险相对可控,技术更迭期也已进入最佳时机,如现在光伏电池由P型向N型转换。

二是储能、氢能未来市场空间大,但成本相对较高,商业化刚起步,技术路线也还没有成熟,如果要选择进入这样的行业,水泥企业需要花更多的时间陪伴他们成长。可以说,高风险和高收益并存。  

三是一体化的趋势。光伏产业链一体化,风光储氢、风光储氢车一体化的趋势愈发明显,这对涉足企业的资本、技术、管理、人才等各方面提出了更高的要求。

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In this journey of green transformation, the cement industry is firmly moving towards a low-carbon future, from technological innovation to management optimization, from the application of clean energy to the promotion of alternative fuels, each initiative is depicting a new journey for the industry. Let us work hand in hand to lead the wave of emission reduction with innovation, fulfill the green mission with practical actions, write a brilliant chapter of green and low-carbon development of the cement industry, and contribute to the construction of a beautiful earth.

2024-10-31 09:43:57

Since the end of the third quarter, the price of cement products in East China has risen, and the prosperity of building materials has recovered. With its strong competitive efficiency advantage, Shangfeng is expected to take the lead in benefiting, while its unique new economy equity investment business will further help the company maintain steady growth in performance with the upward cycle of semiconductor, new materials and other technology industries.

2024-10-29 20:15:23

Based on the market situation of the cement industry and the demand for high-quality and low-carbon development of Conch Cement, Conch will strengthen the research and development of technologies such as energy saving and carbon reduction, green environmental protection, clean energy and low-carbon cement. The main research directions of Conch's scientific and technological innovation in the future are as follows: 1. Research and development project of raw material and fuel substitution in the cement industry; 2. Research and development project of cement clinker quality improvement; 3. Energy-saving and carbon-reducing technical equipment R & D project; 4. Clean and green energy R & D and manufacturing project; 5. Future carbon technology industry exploration project.

2024-10-29 16:34:25

On October 24, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was held in Wuhu, Anhui Province. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Materials Co., Ltd., Li Jian, Associate Researcher of Chinese Academy of Environmental Sciences, Fan Yueming, Professor of South China University of Technology, Zhuge Wenda, Chairman of Leishan Cement Co., Ltd., Century Xinfeng, Hubei, Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center.

2024-10-24 16:55:38

Zhu Shengli said that Conch, as a leading enterprise in the industry, has been actively practicing the responsibility of large enterprises in recent years, keeping a close eye on the "double carbon" goal, adhering to the green and low-carbon transformation, continuously increasing pollution control, continuously promoting energy conservation and carbon reduction, and further developing circular economy, so as to ensure that the clean production of factories, the development and application of carbon emission reduction technology and the scale of green industry development are at the leading level in the industry.

2024-10-24 10:47:24

According to the statistics of China Cement Network, the annual carbon emissions of the cement industry exceed 1.2 billion tons of standard coal, second only to the power and steel industries, including more than 100 cement enterprise groups with annual carbon emissions exceeding one million tons. In the next stage, with the establishment of the carbon trading market, the cement industry will face unprecedented opportunities and challenges. The introduction of carbon trading mechanism will encourage enterprises to take the initiative to reduce emissions, transform the cost of carbon emissions into economic benefits, and promote the industry to develop in a more environmentally friendly and efficient direction. "Double carbon" is not only a responsibility, but also a cost and benefit.

2024-10-24 09:22:35

The semi-annual report of Tapai Group shows that in terms of operating conditions, the cost of cement sales per ton of Tapai Group is 194 yuan, down 33 yuan from the same period last year. On September 12, Tapai Group said that in recent years, cement market demand has been declining, competition has further intensified, and cement prices are low. In order to cope with the market competition, the company strengthened market research and judgment, responded scientifically and implemented precise policies, continued to promote cost reduction and efficiency enhancement, continued to streamline the organization and optimize personnel, continued to slim down and strengthen the body, lightened the burden, went into battle lightly, and paid close attention to cost control.

2024-09-13 11:55:23

We will further strengthen the construction of the carbon market, steadily expand the coverage of the industry, enrich the trading varieties and methods, and improve the national voluntary greenhouse gas emission reduction trading market. By the end of this year, in addition to the existing power industry, the national carbon emission trading market will also include key emission industries such as steel, cement and aluminium smelting. We will further improve the carbon pricing mechanism and accelerate the establishment of a carbon footprint management system.

2024-09-08 17:42:29

The cement industry will soon be incorporated into the carbon trading market, and the importance of green low-carbon transformation has become increasingly apparent. In response to the policy guidance, China Cement Network will hold the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" in Wuhu Conch International Hotel on October 24-25. The conference will focus on the core issues of low-carbon development and green upgrading in the cement industry, discuss the application of energy efficiency improvement and energy-saving and carbon reduction technologies, and how the cement industry can use the carbon trading mechanism to promote its low-carbon transformation.

2024-09-04 15:34:06

Shangfeng Cement has unique advantages in cost control, operational efficiency and industrial structure. Through efforts to improve its own capabilities and competitiveness, Shangfeng Cement has won the recognition of investors and shareholders through a series of practical actions to improve quality and efficiency, and promoted the comprehensive value of the company.

2024-07-19 09:35:56

Shandong Province issued the Action Plan for Upgrading the Building Materials Industry (2024-2026), which aims to promote the green, low-carbon and high-quality development of the building materials industry. The action plan focuses on the cement industry and puts forward the tasks of stable growth, structural adjustment, digital transformation, green manufacturing and safety improvement.

2024-07-01 17:05:09

In the future, China Cement Network will continue to build cement index, market information, big data platform, cement big data platform building materials library and other services to help cement building materials and upstream and downstream industries achieve digital transformation in an all-round way.

2024-06-26 15:20:29

Under the leadership of Dong Shihong, Shijing Science and Technology has never forgotten its original intention of "green", firmly anchored the concept of green development in the torrent of the development of the times, and painted a magnificent and vibrant panorama of green ecological industry with practical actions.

2024-06-20 09:47:34

In the future, Conch Cement will continue to increase the use of clean energy such as photovoltaic power generation and wind power generation, reduce fossil energy consumption, continuously optimize the energy structure, and practice the concept of green and low-carbon development.

2024-05-30 09:55:39

By the end of 2025, the proportion of production capacity above the benchmark level of energy efficiency in cement and ceramics industries will reach 30%, that of production capacity above the benchmark level of energy efficiency in flat glass industry will reach 20%, and that of production capacity below the benchmark level of energy efficiency in building materials industry will be completed or eliminated.

2024-05-29 20:21:02

Taiwan's cement industry has experienced a complete life cycle from germination, growth, prosperity to recession. Study Taiwan cement industry from the development since demand drops period, have draw lessons from a meaning very much to market of current mainland cement.

2024-05-28 11:53:23

The planned future aggregate production capacity of Shangfeng Cement can reach about 30 million tons.

2024-04-29 13:39:12

Provide a new way of income for cement enterprises.

2024-04-07 10:50:35

Xinjiang Tianfeng Investment Co., Ltd., a wholly-owned subsidiary of Shangfeng Building Materials, intends to acquire 100% equity of Xinjiang Bohai Cement Co., Ltd.

2024-04-03 10:07:10

Cement enterprises need to take green transformation, technological innovation, intelligent transformation and other means to complement each other and support each other as an overall strategy to jointly promote technological progress in the industry and meet the new era of green intelligence in the cement industry.

2024-03-28 19:16:46

On March 28, the 13th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held grandly.

2024-03-28 18:30:58

The first phase of the commercial mixing project is the first project of Gezhouba Cement Yicheng Green Building Material Industrial Park, covering 52 mu, with a total investment of about 120 million yuan.

2024-03-26 09:39:21

The company continues to streamline the organization and optimize personnel, establish and improve the flexible salary system, and constantly reduce costs.

2024-03-26 09:26:35

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2024-03-18 13:43:28

Recently, as one of the 46 key enterprises included in carbon trading in Hubei Province, Gezhouba Yicheng Cement Co., Ltd. has successfully transformed from carbon quota shortage to carbon emission surplus enterprises through deep energy-saving and carbon reduction technology transformation.

2024-03-11 13:58:35

The increase of special bonds to 3.9 trillion yuan + 1 trillion yuan of ultra-long-term special treasury bonds, the acceleration of the implementation of major projects in the 14th Five-Year Plan, and the promotion of high-end, intelligent and green transformation of traditional industries involved in the report are closely related to the cement industry!

2024-03-06 09:13:13

Promoting green and low-carbon development is not only an inevitable choice for the cement industry to respond to the challenges of global climate change and implement the sustainable development strategy, but also an inherent demand for the transformation and upgrading of the industry and the realization of high-quality development.

2024-03-01 15:38:02

Today (March 1), the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Finance and other seven departments issued China's first Guiding Opinions on Accelerating the Green Development of Manufacturing Industry (hereinafter referred to as the Guiding Opinions). It is suggested that by 2030, the output value of green factories will account for more than 40% of the total output value of manufacturing industry, and green development will become a solid foundation for promoting new industrialization.

2024-03-01 11:49:22

In order to achieve the international development goal of "rebuilding a Chinese building material overseas" in 10 years, we will write a new chapter of high-quality development belonging to South African companies.

2024-03-01 10:55:13

Recently, Guigang Taini was awarded as an advanced collective of environmental protection and ecological civilization construction in Guangxi Zhuang Autonomous Region and an excellent industrial enterprise in Guigang City in 2023.

2024-02-28 11:56:46

On March 28-29, China Cement Network will hold the "13th China Cement Industry Summit and TOP100 Award Ceremony" in Hangzhou. During the conference, awards will be given to the top 100 cement and supplier enterprises. At the same time, experts and scholars, China Railway and other construction units will be invited to discuss the new development trend of the cement industry in the future, and work together to create the future!

2024-02-27 09:41:58

The subordinate units of Gezhouba Cement Company earnestly studied and comprehended the spirit of the meeting at the first time, and expressed that they should keep up with the pace of the company's reform and development, maintain a vigorous and popular style, a realistic and pragmatic attitude, and dare to do good deeds, and implement the decisions and arrangements of the Party Committee and the company to the letter, so as to make unremitting efforts for the company to build a first-class building materials provider with high-quality development!

2024-02-23 10:12:52

What is the actual energy consumption of the cement industry in 2023? What is the level of energy efficiency in the cement industry?

2024-02-20 17:39:29

We will focus on promoting the construction of green factories and intelligent factories, and plan to complete the green and intelligent upgrading of all cement production lines by 2025.

2024-02-19 17:34:38

On January 8, the Shandong Provincial People's Government officially issued a circular on the issuance of the Land and Space Planning of Shandong Province (2021-2035).

2024-02-19 13:30:20

The new year means greater responsibility and higher pursuit. With the application of artificial intelligence technology in the industrial field becoming more and more mature, China Cement Network will write a new chapter of intellectualization and digitalization of the cement industry with colleagues in the industry under the guidance of the national "14th Five-Year Plan".

2024-02-10 11:13:17

Opening up a new track has become the same choice for many cement enterprises.

2024-01-31 09:04:18

Since 2023, Xuancheng Conch Photovoltaic Company has focused on the national goal of "double carbon", thoroughly implemented the new high-quality development model of "one base and five industries" of the group company, actively seized the strategic outlet of new energy, constantly shaped new momentum and new advantages for development, and gradually fostered and strengthened the building photovoltaic industry.

2024-01-30 09:15:18

Focus on reducing cement clinker production capacity in areas where limestone resources are scarce and air quality is poor, and support clinker production enterprises to carry out layout outside the province and transfer to key construction areas determined by the province. We will further study and implement the integrated withdrawal plan for cement clinker production lines with a capacity of 2500 tons per day or less.

2024-01-26 14:20:19

In the future, Taiwan Cement Guigang Factory will devote itself to playing its leading role, constantly pursuing excellence and striving to achieve more outstanding results.

2024-01-25 10:01:32

Can the supply and demand of cement industry improve in 2024? Can prices be boosted? How will enterprises break the situation?

2024-01-23 09:30:22

Top Ten Forecasts of Cement Industry in 2024

2024-01-23 09:17:18

In recent years, China Gezhouba Cement Company has vigorously implemented energy-saving and carbon-reducing transformation and upgrading, accelerated denitrification transformation, increased comprehensive utilization of industrial solid waste resources, promoted the use of alternative fuels, promoted the landing of distributed photovoltaic power generation projects in production lines, improved the efficiency of waste heat power generation, explored the mode of energy structure conversion, and promoted clean energy. To achieve the coordinated development of energy saving, pollution reduction and carbon reduction, the establishment of green factories has achieved tangible results.

2024-01-05 17:16:03

Over the past ten years, Conch Cement has adhered to the new development concept, constructed a new development pattern, closely followed the pulse of the times, seized strategic opportunities, and firmly sailed to the vast new blue sea as a pioneer, drawing a magnificent picture of the high-quality development of the "one belt and one road".

2024-01-03 13:08:45

On the first day of construction in 2024, Tu Shunzu, president of Yunnan Southwest Cement, and his delegation paid a special visit to China Cement Network and were warmly received by Shao Jun, chairman of China Cement Network.

2024-01-02 13:37:47

水泥行业应认清形势变化,捕捉低碳大势带来的商业模式变革机会。

2023-12-29 15:02:54

葛洲坝水泥积极探索发展创新业务,从优化调整能源结构入手,推进光伏、储能等新能源领域的发展,赢科储能电站的完工为葛洲坝水泥推动能源结构优化,实现绿色转型提供了支撑,也为公司高质量发展积蓄了新功能。

2023-12-29 15:01:53

作为行业龙头,大型水泥企业肩负着引领行业方向、推动行业进步的责任。面临“需求下滑、效益萎缩、产能过剩”等行业困局,水泥巨头们又是如何“出招”的呢?

2023-12-29 14:53:53

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.