开展碳盘查 建立数据库 水泥行业“碳”寻未来

2023-09-13 09:28:45

水泥或将是建材行业纳入全国碳市场的首个领域。水泥行业绿色、低碳的高质量可持续发展之路,究竟该怎么走?

“当下,水泥行业整体面临高库存、高成本、产能过剩等压力。节能降本、提质增效是‘保命之举’,更是‘续命’之措。”9月12日,在中国水泥网主办的“2023水泥‘双碳’大会暨第十届中国水泥节能环保技术交流大会”上,中国水泥网董事长邵俊在现场直言。

碳市场扩容在即的背景下,此次大会以“绿能驱动 资源再生 碳寻未来”为主题,重点探讨碳排放配额对水泥行业的影响及水泥企业应对措施,纳入碳交易体系后水泥企业如何进行碳资产管理,以及分布式光伏发电、储能与水泥企业的融合应用等行业热点话题。

“开展碳盘查摸底自身碳排放,建立企业自身的碳排放数据库,为碳排放变化趋势及配额盈缺预测提供支撑;加强碳资产管理专业人才队伍建设,以应对未来不断扩大的碳资产管理需求。”上海环境能源交易所战略与研发中心业务主管罗捷炀建议。

提质增效 共促行业稳健发展

“水泥工业必须通过排碳数量、减碳角色两大转型齐头并进,完成重大历史责任与义务。”中国水泥网高级顾问高长明表示。

今年以来,水泥行业整体表现依然疲弱,多数水泥上市公司的上半年利润呈下滑状态。中国建筑材料联合会原会长乔龙德表示,用新思维、新举措破解当前水泥行业发展迷茫、治理缺失、经济效益下滑,是当务之急。其中包括:与时俱进地推进产业政策创新更新并加大执行力度,以终结雷同技术增量、落后产能必须出局;提升行业职业道德素养,强化行业自律与自治,构建生态文明等。

这与河南省建筑材料工业协会会长王爱贞的观点不谋而合。王爱贞表示,水泥行业应团结一致,积极应对当前行业态势,坚持错峰生产和行业自律,为行业发展创造条件,共同推进水泥行业走上更高更有效率、更可持续的发展之路。

记者注意到,今年以来水泥行业错峰生产力度再次加大。冀东水泥曾在8月底接受调研时表示,之前错峰生产集中在北方地区,现在南方区域也开始实行错峰。截至目前,今年错峰天数要多于去年同期天数。步入9月,江西、四川、贵州等多省三季度错峰停窑计划逐步启动,以缓解企业库存压力。“从‘要我错峰’向‘我要错峰’转变,切实将错峰生产落实好。”江西省水泥协会在错峰生产通知中提到。

与此同时,企业降本增效、产能出清也在稳步推进。如塔牌集团称,公司扎实推进降本增效工作,逐步出清低效产能和关停低质企业,助力公司瘦身强体和轻装上阵,进一步提升公司竞争力。

近期,随着国家一系列稳增长措施的出台及水泥行业传统旺季的到来,水泥市场需求有望企稳回升,水泥企业亦对下半年甚或明年的发展保持乐观信心。

“预计随着水泥销售传统旺季到来,需求端下半年好于上半年。”天山股份近期在接受机构投资者调研时表示,近期利好政策频繁出台,效果预计在未来将逐渐体现,由于政策效果落实到实体出货端需要时间,因此乐观预计明年整体需求或将略好于今年。

中国水泥网·水泥大数据研究院水泥分析师李坤明表示,下半年,基建对水泥的需求将有所提升,房建拖累减弱;水泥价格有望回升,利润降幅缩窄。

绿能驱动 答好“双碳”课题

水泥行业纳入全国碳交易市场已渐行渐近。

今年4月底,水泥行业“双碳”政策研究工作组成立并召开首次工作会议;5月底,水泥行业碳市场建设配额分配方案有关问题研讨会召开;6月底,中国建筑材料联合会组织召开了建材行业纳入全国碳排放权交易市场专项研究第一次工作会议;8月25日,工业和信息化部等八部门关于印发《建材行业稳增长工作方案》的通知,再次强调“研究推动水泥行业纳入全国碳排放权交易市场”。

“‘双碳’政策研究工作组目前正在按计划开展方案编制的前期基础调研、水泥行业碳市场建设配额分配方案的研究等工作。”积极参与其中的天山股份近日在回应投资者提问时透露。

水泥或将是建材行业纳入全国碳市场的首个领域。水泥行业绿色、低碳的高质量可持续发展之路,究竟该怎么走?

与会专家从实践角度给出可行方案。高长明提出了工艺碳排放、燃烧碳排放、电耗碳排放等水泥工业减碳的五条有效路径。如燃烧碳排放方面,采用可燃废弃物100%替代化石燃料煆烧熟料;将熟料单位热耗降到最低;研发氢能替代化石燃料。电耗碳排放方面,将水泥单位电耗降到最低;提高余热发电效率;水泥厂自备光伏电风电+储能系统,给本厂提供零碳电能等。

“熟料生产过程中的碳排放占水泥碳排放的90%以上,主要包括生产过程相关排放、化石燃料使用有关排放、电力使用相关排放。”谈及水泥行业碳排放特征,罗捷炀指出。

罗捷炀建议,企业根据自身的碳资产规模和企业组织架构选择合适的碳资产管理模式;选择自行管理碳资产的大型集团企业,要将碳资产管理提升至集团战略层面,从制度和组织上提供保障。

同时,开展碳盘查摸底自身碳排放,建立企业自身的碳排放数据库,为碳排放变化趋势及配额盈缺预测提供支撑;加强碳资产管理专业人才队伍建设,以应对未来不断扩大的碳资产管理需求等。

邵俊表示,未来,水泥企业需要紧跟国家政策的引导,发挥科技创新的作用,持续在原燃料替代、碳捕集、光伏发电、储能、固危废处置、碳资产管理等方面不断实现突破,努力答好“双碳”的时代课题,助力水泥行业迈向绿色低碳循环发展。

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Correlation

At the meeting, Yan Haochun brought the theme report "Dream of Blue Sky: Exploring the Green Footprint of Cement Industry in the Context of Carbon Market". She pointed out that the cement industry faced the risk of rising costs in the context of the carbon market.

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2024-10-29 20:15:23

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2024-10-29 14:07:23

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2024-10-25 10:53:14

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2024-10-24 16:55:38

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

Promoted by the "policy combination boxing" of the state adopting mandatory standards to promote the withdrawal of low-quality and low-efficiency production capacity and strengthening the supervision of new and stock projects, cement enterprises are promoting joint restructuring through m & a, equity participation and other forms, curbing new production capacity from the source, reducing and eliminating backward production capacity from the stock, and adjusting the structure. Promote the sustainable development of the industry.

2024-09-26 14:10:42

If enterprises can produce more clinker within the approved total amount of pollutants and energy consumption, it shows that the level of pollutant prevention and control and energy efficiency of enterprises is better, and such enterprises should be encouraged to overproduce.

2024-07-26 13:33:59

On July 20, 2021, the Ministry of Industry and Information Technology issued a notice on the implementation measures of capacity replacement in the cement and glass industry. The revised Measures for the Implementation of Capacity Replacement in the Cement and Glass Industry will come into effect on August 1, 2021.

2024-07-24 12:08:35

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

Green is the background of high-quality development of cement industry.

2024-06-18 14:36:10

On June 13, the 11th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference and Equipment Renewal Forum, sponsored by China Cement Network, was held in Nanjing, Jiangsu Province.

2024-06-13 16:36:33

It is not a day's work for the cement industry to reduce carbon. It needs to start from technology, raw materials, fuel, production management and policy response to form a comprehensive strategy to promote the industry's transformation to low carbon and contribute to the global carbon neutrality goal.

2024-06-03 10:04:44

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

According to the market data of China Cement Net, the price of cement in Guizhou has bottomed out and rebounded. Around the 20th, enterprises in most parts of the province notified the price of cement to be raised by 20-50 yuan/ton, and the implementation remains to be observed.

2024-05-24 15:36:32

The project realized the first cooperation between the company and Heidelberg in Europe, and officially opened a new era of "carbon" future and win-win development for both sides.

2024-05-10 10:10:07

If 40% of alternative fuels are used in cement production, about 100,000 tons of carbon dioxide will be saved for every 1 million tons of clinker produced.

2024-05-10 09:27:37

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

2024-04-29 13:39:12

Tao Congxi mainly analyzed the current situation of carbon emission in cement industry, the technical path of carbon emission reduction at home and abroad, the "3C" carbon neutralization technology in cement industry, and the "3C" carbon neutralization practice cases in cement industry.

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2024-04-03 10:07:10

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2024-03-29 18:00:30

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 plan requires that by the end of 2025, the comprehensive energy consumption per unit product of cement clinker will be reduced by 3.7% compared with the end of 2020.

2024-03-21 10:28:24

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.

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With insufficient market demand and high total production capacity, the cement industry urgently needs to solve the problem of excess capacity withdrawal.

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The production and sales volume of the main business of Shangfeng Cement has maintained a steady growth, the business structure has been gradually improved and optimized, the "cement +" of "one main and two wings" and the equity investment wing have made a contribution to the performance, and the overall upgrading and development has shown a good momentum.

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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

Top Ten Forecasts of Cement Industry in 2024

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Staggered peak production of cement, only reduce the output, not reduce production capacity.

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The single peak-staggering production policy based on "days" has gradually failed with the transformation of production and the decline of the market.

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The market is stable, Henan fell more than 5%; "2023 Top 100 List of China's Cement Clinker Production Capacity" was released; the Ministry of Industry and Information Technology announced 27 industry standards related to cement, sand and concrete!

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In the second half of the 14th Five-Year Plan, the cement industry should focus on strengthening energy conservation, carbon reduction and emission reduction, and must strengthen confidence. In the first half of the 14th Five-Year Plan, the expected reduction of energy consumption per unit GDP, the reduction of carbon dioxide emissions per unit GDP, and the ratio of days with good air quality in cities at prefecture level and above have been completed.

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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

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

2023年水泥价格低位收官;多地对水泥企业、施工工地进一步管控;塔牌集团2024年争取实现净利润6亿元以上

2023-12-28 13:39:27

难关未过,未来已来。接下来,让我们一起回顾2023年水泥行业热点事件,总结过往,戮力前行。

2023-12-28 11:49:29

中国建筑材料联合会阎晓峰会长明确提出,水泥行业提前实现碳达峰已成为现实,建材行业全面实现碳达峰,迈向碳中和的时代正在到来。

2023-12-14 09:21:30

据中国水泥网行情数据消息,京津、内蒙古地区市场无明显变化。

2023-12-08 18:05:08

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2023-12-08 16:11:29

中国水泥网信息中心调研了四川东南部水泥市场,问询本轮11月中旬上调水泥价格的落实情况。

2023-11-24 11:59:57

希望双方充分利用各自资源优势,不断拓宽业务合作范围,持续做好由“单兵作战”转变为“联合作战”的合作模式,以合作共赢为目标,将双方贸易产业做大、做强,打造央地企业合作的典范。

2023-11-24 09:30:42

11月3日,广西壮族自治区工业和信息化厅发布了《关于印发广西壮族自治区工业领域碳达峰实施方案的通知》。

2023-11-21 10:22:49

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.