[专题]水泥行业双碳之路发展报告(新能源篇)

2023-11-03 14:03:46

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。

一、中国水泥行业发展现状

(一)全球水泥产量情况

根据中国水泥网水泥大数据研究院统计,2022年全球共生产水泥41.6亿吨,同比下滑4.23%,创本世纪以来最大降幅,主要受中国国内水泥产量大幅下滑影响。2022年,国外水泥产量达20.3亿吨,同比增长2.47%,增速较2021年明显放缓。

图1: 2022年全球水泥产量降幅超4%

数据来源:水泥大数据(https://data.ccement.com/)

2022年,中国水泥产量21.18亿吨,同比下降10.8%。尽管中国水泥产量降幅较大,但绝对体量依然较大,水泥产量占比全球比重50.9%,超过一半。

图2: 2022年中国水泥产量占比全球超一半

数据来源:水泥大数据(https://data.ccement.com/)

(二)中国水泥产量仍处高位平台期

2001年中国加入世贸组织后,对外开放进入新阶段,经济呈现高增态势,水泥消费量稳步增长。2008年国际金融危机爆发后,固定资产投资在政府强有力的经济政策刺激下高速增长,这有力支撑了国内水泥需求,水泥产量继续增加,并在2014年达到24.9亿吨峰值,2015年之后进入平台期,水泥产量基本维持在21亿吨以上。2022年,受房地产投资大幅回落影响,水泥产量同步下降,降至21.18亿吨,中国水泥产量仍处高位平台期。

图3:中国水泥产量仍处于高位平台期

数据来源:水泥大数据(https://data.ccement.com/)


All can be viewed after purchase
Correlation

In this journey of green transformation, the cement industry is firmly moving towards a low-carbon future, from technological innovation to management optimization, from the application of clean energy to the promotion of alternative fuels, each initiative is depicting a new journey for the industry. Let us work hand in hand to lead the wave of emission reduction with innovation, fulfill the green mission with practical actions, write a brilliant chapter of green and low-carbon development of the cement industry, and contribute to the construction of a beautiful earth.

2024-10-31 09:43:57

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

According to the statistics of China Cement Network, the annual carbon emissions of the cement industry exceed 1.2 billion tons of standard coal, second only to the power and steel industries, including more than 100 cement enterprise groups with annual carbon emissions exceeding one million tons. In the next stage, with the establishment of the carbon trading market, the cement industry will face unprecedented opportunities and challenges. The introduction of carbon trading mechanism will encourage enterprises to take the initiative to reduce emissions, transform the cost of carbon emissions into economic benefits, and promote the industry to develop in a more environmentally friendly and efficient direction. "Double carbon" is not only a responsibility, but also a cost and benefit.

2024-10-24 09:22:35

Shandong Province issued the Action Plan for Upgrading the Building Materials Industry (2024-2026), which aims to promote the green, low-carbon and high-quality development of the building materials industry. The action plan focuses on the cement industry and puts forward the tasks of stable growth, structural adjustment, digital transformation, green manufacturing and safety improvement.

2024-07-01 17:05:09

By the end of 2025, the proportion of production capacity above the benchmark level of energy efficiency in cement and ceramics industries will reach 30%, that of production capacity above the benchmark level of energy efficiency in flat glass industry will reach 20%, and that of production capacity below the benchmark level of energy efficiency in building materials industry will be completed or eliminated.

2024-05-29 20:21:02

Cement enterprises need to take green transformation, technological innovation, intelligent transformation and other means to complement each other and support each other as an overall strategy to jointly promote technological progress in the industry and meet the new era of green intelligence in the cement industry.

2024-03-28 19:16:46

On March 28, the 13th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held grandly.

2024-03-28 18:30:58

Promoting large-scale equipment renewal and replacing old consumer goods with new ones is an important measure to speed up the construction of a new development pattern and promote high-quality development, which will effectively promote investment and consumption, benefiting both the present and the long-term.

2024-03-14 14:35:53

Today (March 1), the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Finance and other seven departments issued China's first Guiding Opinions on Accelerating the Green Development of Manufacturing Industry (hereinafter referred to as the Guiding Opinions). It is suggested that by 2030, the output value of green factories will account for more than 40% of the total output value of manufacturing industry, and green development will become a solid foundation for promoting new industrialization.

2024-03-01 11:49:22

By 2030, the green low-carbon transformation of manufacturing industry has achieved remarkable results, the overall level of green development of traditional industries has risen, the industrial structure and layout have been significantly optimized, the proportion of green low-carbon energy utilization has been significantly increased, the level of comprehensive utilization of resources has been steadily improved, the intensity of pollutants and carbon emissions has been significantly reduced, the total amount of carbon emissions has reached a peak, and the green growth of emerging industries has been achieved. The scale and quality have been further improved, the proportion of green low-carbon industries has been significantly increased, new forms of green integration have emerged, the basic capacity of green development has been greatly improved, the competitiveness of green low-carbon has been further enhanced, and green development has become a solid foundation for promoting new industrialization.

2024-03-01 11:48:58

Recently, Guigang Taini was awarded as an advanced collective of environmental protection and ecological civilization construction in Guangxi Zhuang Autonomous Region and an excellent industrial enterprise in Guigang City in 2023.

2024-02-28 11:56:46

In response to the dual-carbon strategy, Jidong Cement Yangquan Company immediately launched the 4.2MW distributed photovoltaic power station project and successfully connected to the grid. The project is expected to generate 5 million kilowatt-hours of electricity annually, save 1.6 million yuan of electricity, reduce carbon dioxide emissions by about 4800 tons, promote energy saving and carbon reduction, reduce costs and increase efficiency, and promote green and low-carbon development.

2024-02-28 09:49:02

On March 28-29, China Cement Network will hold the "13th China Cement Industry Summit and TOP100 Award Ceremony" in Hangzhou. During the conference, awards will be given to the top 100 cement and supplier enterprises. At the same time, experts and scholars, China Railway and other construction units will be invited to discuss the new development trend of the cement industry in the future, and work together to create the future!

2024-02-27 09:41:58

Focus on reducing cement clinker production capacity in areas where limestone resources are scarce and air quality is poor, and support clinker production enterprises to carry out layout outside the province and transfer to key construction areas determined by the province. We will further study and implement the integrated withdrawal plan for cement clinker production lines with a capacity of 2500 tons per day or less.

2024-01-26 14:20:19

国家发展改革委今日发布《产业结构调整指导目录(2024年本)》,自2024年2月1日起施行。《产业结构调整指导目录(2019年本)》同时废止。

2023-12-30 08:44:57

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

难关未过,未来已来。接下来,让我们一起回顾2023年水泥行业热点事件,总结过往,戮力前行。

2023-12-28 11:49:29

此举将进一步推动水泥行业加速新能源化进程。

2023-12-26 15:35:54

据了解,近期海螺集团党委书记、董事长杨军频频带队,连续签署多个重要合作协议,这表明海螺正在积极寻求新的商业机会和合作伙伴,以进一步拓展其业务范围和市场份额。

2023-12-14 09:13:42

此次签约,将进一步提升双方合作层次,拓宽合作领域,推动资源共享与整合,在光伏业务、电站项目、氢能应用等领域开展深度合作,有效降低碳排放量,推广清洁能源应用,为传统行业转型升级增添新绿色动力。

2023-12-06 09:06:24

此次签约,将进一步提升双方合作层次,拓宽合作领域,推动资源共享与整合,在光伏业务、电站项目、氢能应用等领域开展深度合作,有效降低碳排放量,推广清洁能源应用,为传统行业转型升级增添新绿色动力。

2023-12-06 09:05:59

11月3日,广西壮族自治区工业和信息化厅发布了《关于印发广西壮族自治区工业领域碳达峰实施方案的通知》。

2023-11-21 10:22:49

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

近日,重庆市经济和信息化委员会公开征求对《重庆市材料行业碳达峰实施方案(征求意见稿)》的意见。

2023-11-02 10:56:17

8月22日,工业和信息化部等四部门关于印发《新产业标准化领航工程实施方案(2023─2035年)》的通知。

2023-08-23 13:31:23

在保证水泥产品质量的前提下,推广高固废掺量的低碳水泥生产技术,引导水泥企业使用非碳酸盐原料制水泥。推进水泥窑协同处置垃圾衍生可燃物。

2023-08-03 17:33:19

7月13日,德州市人民政府关于印发德州市碳达峰工作方案的通知。

2023-07-14 16:26:35

目前,水泥行业布局分布式光伏发电、储能等新能源也正处于快速发展阶段,并且越来越多的水泥企业开始入局其中,包括海螺水泥、南方水泥、江西水泥、塔牌水泥等。作为能源消耗大户,水泥行业承担着碳排放的重要使命,正在一步步向着低碳、高效的目标迈进。

2023-07-12 14:47:50

困境之下,寻求水泥行业发展新出路。

2023-07-08 14:37:05

未来,中国水泥网也将继续与全行业一起,让技术在交流中传播,让思想在沟通中碰撞,推动水泥行业绿色发展进程不断加快!

2023-07-07 14:14:19

精彩纷呈的会议令现场嘉宾连连称道,7月7日,“2023中国水泥节能与新能源发展大会”将继续进行!

2023-07-06 18:06:22

国家发改委宏观经济研究院研究员崔成进行了《双碳领域关键技术进展及前景展望》为主题的精彩演讲。他表示,我国一次能源消费量中可再生能源占比不高;风电光伏等非水可再生能源增长迅速;储能调节需求会越来越大。

2023-07-06 09:29:21

超百家水泥企业已报名前来参会,报名仍在火热持续中

2023-07-03 09:38:39

安徽省属企业积极推动清洁能源替代、低碳技术创新,加快传统产业转型升级步伐,走绿色低碳发展之路。

2023-06-29 10:06:34

为深入贯彻落实党中央、国务院和省委、省政府关于碳达峰碳中和的重大战略决策和总体部署,扎实推进青海省工业领域碳达峰工作,6月15日,青海省发布《青海省工业领域碳达峰实施方案》。

2023-06-28 11:47:39

技术是水泥行业永恒的话题,氢能技术的发展影响着水泥行业的现在与未来。

2023-06-19 09:10:19

煤炭价格下降能降低公司的成本,但是难以全部弥补水泥价格下降对公司利润的影响。

2023-06-01 09:46:27

以建材等特色行业为重点,引导企业对标国际先进水平实施绿色化改造。

2023-05-09 16:31:00

建材行业要严格执行产能置换政策,建立水泥错峰生产常态化机制,重点发展非碳酸盐钙质原料替代技术,推进水泥窑协同处置生活垃圾等。

2023-05-09 15:54:17

蓝图绘就,奋进其时。水泥工业唯有坚定不移地走绿色低碳发展之路,推动实现更高质量、更有效率、更加低碳、更可持续、更为安全的发展,才能让绿色成为水泥生产中最鲜明、最厚重、最牢靠的底色。

2023-05-09 10:59:25

5月4日,内蒙古自治区工业和信息化厅发布了《内蒙古自治区工业领域碳达峰实施方案》。

2023-05-05 15:39:42

4月24日,由中国水泥网主办的“中国水泥行业绿色发展高峰论坛暨超洁净排放技术交流大会”在湖南长沙顺利召开。

2023-04-24 17:35:12

国家标准化管理委员会、国家发展和改革委员会、工业和信息化部等十一部门近日联合印发《碳达峰碳中和标准体系建设指南》,提出将围绕基础通用标准,以及碳减排、碳清除、碳市场等发展需求,基本建成碳达峰碳中和标准体系。

2023-04-24 15:55:16

4月19日,河北省发布工业领域碳达峰实施方案。

2023-04-20 11:55:24

近日,浙江省经信厅、发改委、生态环境厅联合印发《浙江省工业领域碳达峰实施方案的通知》。

2023-03-08 11:18:31

2月27日,河南省生态环境厅印发《河南省减污降碳协同增效行动方案》的通知。

2023-02-27 09:20:38

2月17日,陕西省人民政府印发碳达峰实施方案的通知。

2023-02-19 13:35:23

2月7日,《广东省碳达峰实施方案》发布。

2023-02-08 09:35:22

近日,中共河南省委、河南省人民政府印发《河南省碳达峰实施方案》。

2023-02-06 10:59:42

2023年,中国建材集团所属北新建材、中国巨石、中复神鹰3家企业产业升级、绿色发展、稳链固链,受到《人民日报》、《经济日报》点名报道。

2023-02-02 09:34:59

On November 21, the Western Construction (002302) issued a prospectus for issuing stocks to specific targets in 2021. The company plans to introduce Conch Cement as a strategic investor through this issue, and Conch Cement will subscribe for 183 million shares, accounting for 12.48% of the total equity after the issue, becoming the second largest shareholder. The purpose of this issue is to optimize the capital structure, supplement liquidity and repay bank loans, which is expected to bring the company an annual increase of 8.85 billion yuan in operating income and a total profit of 708 million yuan, up 38.71% and 78.23% respectively from 2023.