On October 20, Caijing magazine held the third "Carbon Neutrality Summit Forum" in Beijing, and released the carbon list of listed companies for the new year at the forum.
The Carbon Emissions List of China's 100 Listed Companies (2023) consists of the "Total List" and the "Carbon Efficiency List", covering the top 100 listed companies in terms of carbon emissions. It is reported that the total carbon dioxide emissions of the 100 companies on the list in 2022 are about 5.048 billion tons, nearly half of China's total carbon emissions in that year.
Power, cement and steel are the three major industries of the companies on the list, with a total of 69 enterprises on the list, with total carbon emissions reaching 2.199 billion tons, 985 million tons and 625 million tons respectively, accounting for 75.48% of the total emissions on the list. List of Total Carbon Emissions of
China's Top 100 Listed Companies (2023)-Cement List
Data Source: Caijing Magazine
List of Carbon Emissions of China's Top 100 Listed Companies (2023)-Cement List Data Source: Caijing Magazine Double Carbon Leadership List of China's Top 100 Listed Companies (2023)-Cement List
Data Source: Caijing Magazine
Industry Insight-Cement Industry
China is the world's largest producer and consumer of building materials, and the output of cement products ranks first in the world. Due to the large scale of the industry and the characteristics of the kiln process, the cement industry is also a key area of industrial energy consumption and carbon emissions, and is one of the industries with the heaviest task of carbon emission reduction in China. The carbon emissions of the cement industry account for about 13% of the total carbon emissions in China. Therefore, it is very important for the industry and even the whole society to achieve the goal of carbon peak on schedule.
In 2022, the national policy continued to support energy conservation and carbon reduction in the cement industry. In February, the National Development and Reform Commission and other four departments jointly issued the Guidelines for the Implementation of Energy-saving and Carbon Reduction Upgrading in Key Areas of High Energy-consuming Industries (2022 Edition), and in the annex issued the Guidelines for the Implementation of Energy-saving and Carbon Reduction Upgrading in Cement Industry, proposing that advanced technology should be strengthened to tackle key problems, so as to achieve the goal of energy saving and carbon reduction. Including the new technology of ultra-low energy consumption benchmarking demonstration, the key technology of green hydrogen energy calcination of cement clinker , the preparation of new carbon sequestration cementitious materials and the key technology of carbon dioxide utilization of kiln tail gas, etc. We should also accelerate the popularization of mature technologies, including promoting the application of energy-saving technologies, strengthening the substitution of clean energy raw materials and fuels, reasonably reducing the consumption of cement clinker per unit, and reasonably reducing the emissions of cement plants. In November, the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Ecological Environment and the Ministry of Housing and Urban-Rural Development jointly issued the Implementation Plan of Carbon Peak in Building Materials Industry, proposing that during the 14th Five-Year Plan period, energy-saving and low-carbon technologies should be continuously promoted in the industry, and unit energy consumption and carbon emissions of key products such as cement, glass and ceramics should be promoted. The comprehensive energy consumption per unit product of cement clinker will be reduced by more than 3%. Compared
with 2021, the total carbon emissions of listed companies in the cement industry showed a downward trend, but the carbon efficiency of revenue decreased slightly. The cement industry is generally stable in 2022, but faces multiple challenges, such as the impact of the epidemic, the real estate downturn, and changes in the domestic and international situation. These factors led to a significant reduction in cement demand, which was at a low level throughout the year, and cement production hit a new low in the past decade.
Compared with the total amount of carbon emissions, the carbon efficiency of revenue is determined by the carbon intensity of cement clinker and the unit price of cement. In 2022, the cement market showed the characteristics of oversupply, high inventory and weak demand, and the trend of operation was downward, so the cement market price fell from a high level. Although the dual-carbon policy of the cement industry continues to improve the emission reduction requirements for enterprises and reduce carbon emissions in the cement production process, enterprises are also responding positively, but from the results, the impact of the decline in cement prices in 2022 is greater than effect of carbon reduction in the industry, resulting in a decline in revenue carbon efficiency. As the highest ranking cement enterprise in the emission list for three consecutive years,
China's building materials emissions also declined significantly in 2022, with a decline rate of 12%. Combined with the report disclosed by CNBM, it can be seen that the enterprise follows the principle of "promoting energy efficiency improvement, realizing energy saving and carbon reduction development; strengthening comprehensive utilization of resources, continuously promoting circular development; firmly promoting clean production and reducing pollution emissions", promotes carbon reduction technology transformation, promotes energy-saving technology application, and actively responds to the national double-carbon target. However, the annual report also disclosed that the average selling price of cement clinker decreased by 6% compared with 2021, and the total sales volume of cement clinker decreased by 12%, which led to the decline of carbon efficiency in revenue. The situation of China's building materials is also a microcosm of the cement industry in 2022.
浙公网安备33010802003254号