水泥钢铁行业龙头加速转型,降耗减排向绿而生

2023-02-13 09:59:58

伴随各地及各重点行业、龙头企业碳达峰碳中和实施方案密集出台,多个产业赛道已奏响绿色发展的“变奏曲”,以低碳转型助力质量强国建设。

近日,中共中央、国务院印发《质量强国建设纲要》(下称《纲要》),从“树立质量发展绿色导向”“加快质量技术创新应用”等方面对各行业加大技术创新投入、推动低碳转型提出具体要求。

绿色低碳转型发展成为各行业发展大势所趋。以水泥、钢铁等为代表的“两高”(高污染和高耗能)行业,龙头企业正以技术为引领,降耗减排向绿而生;与此同时,“变废为宝”为多个产业带来新的增长点,大循环产业园建设、废旧电池拆解业务发展如火如荼。

伴随各地及各重点行业、龙头企业碳达峰碳中和实施方案密集出台,多个产业赛道已奏响绿色发展的“变奏曲”,以低碳转型助力质量强国建设。

技术引领 高耗能追求绿色化

绿色发展离不开技术进步。《纲要》提出,开展重点行业和重点产品资源效率对标提升行动,加快低碳零碳负碳关键核心技术攻关,推动高耗能行业低碳转型。

水泥、钢铁“两高”行业龙头企业正积极抢占技术高点,倒逼自身转型升级,走出绿色低碳发展新路子。

“努力探寻一条运营成本低、技术成熟度高、综合效应大的碳减排路径”,是海螺集团董事长杨军对行业绿色转型的期许。海螺集团计划在2023年全面完成现有生产工艺技术升级,力争到2030年所有工厂实现“零外购电”。

产业减碳、发展增绿。据了解,海螺水泥通过生物质燃料替代煤炭、煤矸石配料推广、燃烧促进剂试用等举措,2022年氮氧化物、二氧化硫、颗粒物排放浓度分别下降16.1%、10.1%、17.3%,节能降耗效果明显。

再看钢铁行业,宝武、河钢等公司的低碳科技创新已进入应用阶段。宝武集团研发的全球首个400立方米工业级“富氢碳循环氧气高炉”,投运3个月,固体燃料消耗降低30%,碳减排超过20%;已全线贯通的河钢集团张宣科技120万吨氢冶金示范工程一期,投运后可减少二氧化碳排放70%以上,每年可减碳80万吨。

“氢能冶炼是钢铁生产实现无化石冶炼、达到零碳排放的重要技术,目前包钢、建龙、酒钢、鞍钢等企业也在不断推进。”兰格钢铁研究中心主任王国清说。在她看来,《纲要》发布后,我国钢铁工业将加速向低碳冶金、低碳物流等全方位低碳发展,钢企要在能源结构转换、产能结构优化等方面发力,共同推动行业绿色低碳高质量发展。

循环利用 资源能效最大化

在山西长治的王桥工业园区,坐落着一个巨大的山西省重大转型标杆工程——潞安“180万吨/年高硫煤清洁利用一体化项目”。在这里,一块煤炭经过几十种复杂工艺,变成了油品、高端蜡、特种燃料、高端精细化学品等上百种化工产品被输送至全国各地。

“这个项目所用原料都是我们自产的高硫煤。”潞安环能董秘马泽锋介绍,高硫煤是含硫量大于3%的煤种,由于污染大、开采成本高,过去一直是被弃采的“废煤”,但在该项目中,它们却成了宝贝,身价也翻了几十倍。“原先高硫煤1吨只能卖几百元,现在变成润滑油后,1吨能卖上万元。”马泽锋说。

《纲要》提出,实现资源绿色、高效再利用。

“用最少的资源,产出最高效的产品”,化肥巨头心连心集团一次次突破了传统化肥企业的市场边界:将氮肥生产过程中放空废气加工成食品级二氧化碳;将甲烷等可燃气体加工成LNG进行销售,为社会提供清洁能源;将废渣全部进行煤灰炉渣深加工,再利用为水泥辅料等新型建材,实现固体废物的全回收利用。

“在每一个生产加工环节,我们都尽可能吃干榨净,降低单位产品的能源消耗。”心连心集团董事长刘兴旭说。

同样“变废为宝”的还有塔牌集团等水泥上市公司,它们在原有水泥主业的基础上,推进水泥窑协同处置固废,拓展骨料业务、提升矿山利用率,推动资源能效最大化的同时,培育出新的业绩增长点。

目标明晰 碳达峰路线具体化

当前,“双碳”目标下,各绿色低碳转型正在全方位细化。从各地到各重点行业,再到以央企为代表的优秀企业,正在“摸清家底”中科学规划目标,出台碳达峰碳中和实施方案。

2022年下半年以来,上海、海南、辽宁、北京、江苏、广东等约20个省份密集发布碳达峰实施方案。各地在明确单位地区生产总值能耗、非化石能源消费比重等目标的同时,对重点行业的发展也提出更明确的减排要求。与此同时,《工业领域碳达峰实施方案》《有色金属行业碳达峰实施方案》等相继出炉,让重点行业减碳方向和路径更加明晰、可行。

根据国资委此前相关规划要求,中央企业要“一企一策”制定碳达峰行动方案,并在2022年底前完成行动方案编制。绿色低碳技术研发被多家央企列入相关行动方案,并将重点突破方向进行了细化梳理。这意味着,以央企为代表的龙头企业,碳达峰“施工图”已加快启动实施。

“绿色转型,要追求纵向(如地域、各环节)、横向(如水、固、气)、全生命周期系统性最优。”E20研究院执行院长薛涛提醒道,要将环境影响评价纳入全生命周期,即对所有的生产环节、消纳环节进行碳排放的计算等。

部分企业已有此意识。2月7日,联想集团发布了净零排放目标路线图。减少产品对环境的影响,利用创新来提高生产运营的可持续性,以及减少整个运营和价值链中的排放量,成为联想集团减排的主要策略。工厂自有机器的直接排放、购买能源造成的间接排放、覆盖在整个价值链中发生的所有其他排放等,均在联想集团净零排放路线图中有着明确的“进度条”。

在落地层面,据薛涛介绍,目前环保行业头部企业已有所改变。如为工业企业服务的环保企业,已从此前的末端处理,转变为“嵌入式”全流程的环保提升,系统推进资源高效利用。这既是环保,更是工业绿色化的一部分。

“低碳是一个比较好的标尺。”薛涛说,长期来看,碳排放量将是衡量一个产业绿色发展水平的重要评价标尺,也将成为检验质量强国的关键指标。

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2024-11-05 09:51:49

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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

At present, there are nine regional carbon emission trading markets and corresponding exchanges in China. These exchanges are located in different regions, covering a wide geographical range from north to south, aiming to promote the development of carbon emissions trading and green finance throughout the country.

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2024-09-24 14:31:59

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2024-09-13 16:07:12

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2024-09-13 13:55:48

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.

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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

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2023-12-28 11:49:29

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2023-11-09 14:09:27

新能源在减排方面主要有两个方面可以发力。第一:清洁电力。通过新能源发电,来满足水泥生产过程中用电,间接减排;第二:替代燃料。通过使用新能源燃料替代燃煤,直接减排。从目前技术和商业成熟度看,光伏产业是水泥行业在新能源领域中布局的最重要板块;其次,氢能、生物质能行业方兴未艾,水泥企业亦有涉及,但占比整体较低。

2023-11-03 14:03:46

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困境之下,寻求水泥行业发展新出路。

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对标智能化发展,水泥行业任重道远。”在江源看来,水泥企业当前正处于转型升级的关键期,迫切需要以数字化引领制造变革,引导创新资源向数字化、智能化领域汇聚,加速推进水泥全行业的数字化转型

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到2025年底,力争实现水泥总产量控制在1.2亿吨以下。

2023-04-19 09:51:58

2022已经过去,未来水泥可能面临哪些风险,各大企业又将有哪些应对措施?

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近年来,建德海螺水泥有限责任公司坚持绿色低碳循环发展,紧盯“碳达峰、碳中和”目标,积极推进“光伏+”产业模式,有效缓解生产高峰期电力供应压力,同时降低了能源消耗和碳排放,进一步推动了企业转型升级和绿色低碳发展。

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2023年,本集团计划资本性支出193.18亿元,以自有资金为主,将主要用于项目建设、节能环保技改、并购项目支出等。

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天山股份、海螺水泥、冀东水泥、华新水泥、华润水泥5家水泥龙头企业相继发布2022年公司年度报告

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全国人大代表、安徽海螺建材设计研究院有限责任公司总经理周金波建议,扩大碳市场覆盖范围,优化碳市场配额设定,把水泥行业纳入全国碳市场。

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2月13日,浙江省经信厅发布公示,浙江省经信厅、省发展改革委(省能源局)、省生态环境厅和省市场监管局拟联合印发《浙江省水泥工业高质量发展暨碳达峰行动计划(2022-2025年)》,现征求社会公众意见。

2023-02-13 15:10:19

伴随各地及各重点行业、龙头企业碳达峰碳中和实施方案密集出台,多个产业赛道已奏响绿色发展的“变奏曲”,以低碳转型助力质量强国建设。

2023-02-13 09:59:58

杨军在致辞中表示,海螺集团在做强主业的同时,紧盯“双碳”目标,坚持创新驱动、数智赋能、绿色转型,加速传统产业高端化转型、新兴产业规模化转接、高新技术产业化转化。

2022-12-16 09:20:15

近年来我国水泥行业紧跟国家减排政策,不断探索绿色低碳的循环经济生产方式,为降低全国碳排量做出了重要贡献。

2022-11-30 16:58:30

2022年11月28日上午11时18分,随着光伏并网柜电闸的拉起,荻港海螺光伏发电项目成功并网,该项目投产后预计年发电量610.41万千瓦时,每年可节约标煤1900吨,真正实现经济效益与生态效益双赢。

2022-11-30 13:21:20

据悉,11月以来,宁夏、安徽、湖南、湖北四省接连发布氢能产业发展专项规划,为今年“大热”的国内氢能市场再添一把火。

2022-11-24 09:22:13

当前,工业领域节能减碳形势日趋严峻,水泥企业需要加强节能降耗并寻找替代能源,这既是当前能源形势下的迫切需求,也是降低碳排放、压减煤炭用量的必然途径,除了近期发展新能源、生物质替代燃料等手段,氢能或成为水泥行业实现节能减碳的下一个途径之一。

2022-11-22 16:30:12

海螺水泥表示,公司制定了《“十四五”节能减排综合工作方案》,优化完善了能耗“双控”制度,能耗强度实行约束性指标管理,能源消费总量实行弹性管理,预计下半年能耗“双控”管理将会合理有序开展。

2022-11-17 09:40:19

Adani is also a big man in the Indian cement industry and is the second largest cement producer in India. He entered the industry in 2022 with the acquisition of Holcim's cement business in India, which acquired about 70 million tons of cement per year for $10.5 billion. Adani plans to expand its annual cement production capacity to 140 million tons by 2028. Adani has previously invested $1.6 billion to acquire Sanchi Cement and Penna Cement, and is expected to acquire an additional 21 million tons of production capacity.