Recently, the Environmental Resources Department of the National Development and Reform Commission interviewed comrades in charge of energy conservation departments in Zhejiang, Anhui, Guangdong and Chongqing on the lagging progress of energy consumption intensity reduction in the 14th Five-Year Plan.
The interview pointed out that the reduction of energy consumption intensity is a binding indicator set in the Outline of the 14th Five-Year Plan and an important symbol to measure the quality and efficiency of a region's economic development. In the first two years of the 14th Five-Year Plan, after deducting the consumption of raw materials and renewable energy, the decline of energy consumption intensity in Zhejiang, Anhui, Guangdong and Chongqing still lags behind the target progress requirements of the 14th Five-Year Plan.
Cement is a traditional energy consumer, accounting for more than half of the cost of energy consumption, and most of the energy consumption pressure is in the province of cement production. According to the data of China Cement Network, by the end of 2022, the annual clinker production capacity of Zhejiang was 52.049 million tons, that of Anhui was 13492 44000 tons, that of Guangdong was 10622 150000 tons, and that of Chongqing was 52.266 million tons. Anhui and Guangdong are both large clinker provinces with an annual output of over 100 million tons. In the
short run, the interview may prompt Zhejiang, Anhui, Guangdong and Chongqing to pay more attention to and strengthen the management and control of energy-consuming industries, including cement, and take corresponding measures to effectively control the energy consumption and emissions at the supply side of cement and other industries. For example, during 2021, due to the problem of "energy consumption", some areas require the cement industry to stop production, which has a greater impact on cement production, cement prices and so on.
In the long run, under the background of increasingly "white-hot" market competition, the long-term competition of cement industry is the competition of energy consumption level. For those cement enterprises with high energy consumption level, they will face great risk of elimination. From this point of view, deeply tapping energy-saving potential, expanding the application of photovoltaic and energy storage technologies, and promoting the transformation of green power and alternative fuels instead of traditional energy sources have become the key breakthroughs for cement enterprises to enhance their comprehensive strength and market competitiveness.
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