At this stage, the cement industry is gloomy, and prices have been reduced all over the country. After the
May Day holiday, the national market demand performance was still unsatisfactory, the high inventory of enterprises was under pressure, and the market competition intensified. " According to the data from the Department of Commerce of Hunan Province, the cement market price in the whole province fell for five consecutive weeks. The cumulative decline was 19%, the price fell to the lowest level in the year, and the market showed the characteristics of low demand, low peak season and high inventory. Since
2022, the domestic cement market has been in a downturn, occasionally rebounding, but only a splash, it is difficult to trigger a big wave. The trend of the national cement price index shows that compared with the beginning of 2022, the current cement price index has dropped by nearly one third.
Data source: Cement Big Data (https://data.ccement.)
Under the combined influence of various factors such as low market demand, low cement price, high cost and overcapacity, it has become extremely difficult to survive. How can cement enterprises improve their competitiveness based on the current market environment? The National Development and Reform Commission and the General Administration of Market Supervision have also issued documents to eliminate about 20% of backward products and production capacity in key energy-using industries, and to accelerate the development and application of advanced energy-saving and carbon-reducing technologies.
In the future, the cement industry will be subject to the multiple impacts of industrial policies such as the accelerated elimination of backward production capacity, the reduction of coal and electricity, and the dual control of energy. In addition, the industry's volume and price will fall, and the coal price will continue to run at a high level. Energy saving and carbon reduction will become a real way for cement enterprises to save costs and improve efficiency.
Technological transformation helps enterprises save energy and reduce carbon.
It is understood that Dongfang hopes that after the implementation of "5 to 6" in the preheater of Chongqing Cement 3 # production line, the energy consumption per ton of clinker will be reduced by 3 kg, the outlet temperature of C1 will be reduced to 260-270 degrees, the energy consumption per ton of clinker will be reduced to 96 kg of standard coal, and the overall energy consumption level will be in the forefront of the industry. It effectively improves the market competitiveness of enterprises.
Jidong Cement said that it should persist in promoting energy-saving and consumption-reducing technological transformation, further improve the level of fine operation of production lines, continuously optimize coal and electricity consumption indicators, reduce the cost of coal and electricity use, and achieve cost reduction and efficiency enhancement.
Conch Cement has also mentioned in the annual report that it will continue to promote energy-saving and consumption-reducing technological transformation, continuously improve the fine management level of production lines, reduce coal and electricity consumption indicators, and reduce the cost of coal and electricity use.
Increase the proportion of clean energy use and explore new measures for energy conservation and carbon reduction.
In recent years, Conch Cement, Tianshan Stock, Jidong, Huarun, Tapai, Shangfeng and other cement enterprises have laid out new energy industries such as photovoltaic and energy storage. With the high price of coal, the industry has entered the era of "high cost", and the use of economic, stable and clean new energy has become an important option for energy saving and carbon reduction in the cement industry.
In order to strictly control the procurement cost of raw materials and fuels, Tianshan Stock Company implements the concept of "sustainable development", actively explores the effective utilization of resources, implements photovoltaic power generation and wind power generation projects and biofuel substitution construction according to local conditions, increases the proportion of clean energy, adopts low-cost alternative raw materials, and alleviates the pressure of rising costs.
In 2022, Conch Cement completed 69 photovoltaic projects, with an additional installed capacity of 272.
II. Industrial transformation and upgrading, looking for new profit growth points
Since 2022, the contradiction between supply and demand in China's cement industry has been intensifying, and the loss area has continued to increase. According to incomplete statistics from China Cement Network, 16 listed cement companies recorded a total loss of 15 million yuan in the first quarter of this year, almost the lowest level in history. The situation of
cement industry is becoming more and more serious, the development of the industry has gradually entered a bottleneck period, and enterprises have begun to cultivate new profit growth points. Sand and gravel aggregate, commercial mixing, new materials, environmental protection and other industries have become breakthroughs for cement enterprises. The investment pace of leading cement enterprises such as Conch Cement, Tianshan Stock, Huarun Cement and Red Lion is gradually accelerating, and the investment amount is huge.
Taking aggregate as an example, according to incomplete statistics, a total of 13 listed companies disclosed the price and sales of aggregate in 2022. Among them, 11 cement enterprises were involved. Sales volume of building materials aggregates in China increased by 26.4% year on year to 1.
this year, Hongshi Group said that with the implementation of the national "double carbon" strategy, new energy has entered a period of rapid development. Hongshi Group has determined its future development strategy: based on the main cement industry, enter the polysilicon industry, strengthen and refine the main cement industry, and accelerate the layout of the polysilicon industry to form a scale. Create the "second growth curve" and build the "cement + polysilicon" dual main business pattern.
China Resources Cement began to lay out calcium-based materials at the beginning of the 14th Five-Year Plan. It has successively invested in the construction of calcium-based materials and other projects in Guangxi, Jiangxi, Chongqing, Fujian and Guangdong.
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