Faced with the current complex and severe situation, grinding stations may be the first group of enterprises to feel the "biting chill", especially independent grinding stations.
Recently, according to a trading platform, the bankruptcy portfolio assets of Baiyin Xinhua Cement Co., Ltd. and Baiyin Huafeng Industry and Trade Co., Ltd. are about to be auctioned, with a starting price of 118 million yuan, including an annual output of 1 million tons of cement grinding station. The auction of a cement grinding station with an
annual output of one million tons is just a microcosm of the difficult survival of a large number of grinding enterprises.
According to the operation mode of the grinding station, the grinding station can be divided into two categories: one is the grinding station under the cement enterprise (group), which is a link in the cement production chain of the cement enterprise, and the source of clinker is usually allocated by the group enterprise; Second, there is no large enterprise group background and no independent grinding station with clinker production line, which is also the largest category.
The first type of grinding station, because of its strong "backing", can give full play to its superior characteristics, and its survival status is relatively good, while the independent grinding station appears to be "more difficult" in the current environment. Where is the
difficulty?
On the one hand, cement demand has declined sharply, supply and demand are seriously unbalanced, industry profits have declined sharply, and market competition has intensified. However, due to the lack of a stable source of clinker, independent grinding stations are congenitally deficient in the survival and development of enterprises, easily constrained by large enterprises, facing the possibility of shutdown at any time, and are at a disadvantage in the fierce competition for market share. "The small grinding station nearby enters clinker from our group, so we dare not rush to grab our market." A cement enterprise along the coast of Zhejiang said.
On the other hand, local governments are also speeding up the removal of small independent grinding stations. Shandong has made it clear that all cement mills with a diameter of 3.2 meters or less have been integrated and withdrawn, and the task list of "resolutely eliminating a batch" (cement grinding) involves 182 enterprises and 238 grinding equipment in Shandong. In April this year, the Office of Industry and Information Technology of Inner Mongolia Autonomous Region issued a public announcement on the list of restricted cement grinding stations, involving 54 enterprises with a total capacity of 23.71 million tons. The vast majority of enterprises involved in the above are small independent grinding stations. The key factors for
grinding enterprises to maintain steady development are nothing more than support of cement demand in the sales area, the stable supply source of clinker, and the strong cost control ability of enterprises, but under the background of the increasingly complex industry situation, these factors are disappearing one by one. What will be the future way out for grinding enterprises, especially independent grinding stations?
Some insiders believe that active upgrading and transformation, merger and reorganization, and withdrawal from the market are the three major outlets for these enterprises.
Active transformation and upgrading can be carried out from the aspects of green environmental protection and technological transformation. Some experts say that the energy consumption of the grinding system is mainly power consumption. It is necessary to thoroughly study the working conditions of each section of the whole grinding system and give full play to the working efficiency of each section, which is conducive to the stability of the system and the power saving of the system. The data show that the current advanced grinding system has been able to control the power consumption per ton of cement grinding to 20-25 degrees, which can greatly improve the competitiveness of enterprises.
In addition, the merger and reorganization is also conducive to improving the voice and bargaining power of the grinding station, and then establishing a stable clinker channel.
However, in my opinion, active upgrading, transformation and merger and reorganization need corresponding financial support. Under the current situation, there is little room for operation. Withdrawal from the market may be the way out for most independent grinding stations.
However, whether it is active withdrawal or passive withdrawal, this is the reality that we have to face after the overall downturn of the cement industry and the intensification of the contradiction between supply and demand. From this point of view, the cement grinding station mentioned above will not be the first one, nor will it be the last one.
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