水泥行业纳入全国碳市场:促进良性发展的关键一步

2023-07-20 14:58:07

水泥行业存在严重的产能过剩问题,碳排放成本的增加会使得较落后、高能耗的企业更容易出清或被并购,通过市场竞争,产能过剩问题有望得到缓解,行业资源将进一步优化。

全国碳市场启动以来,目前只将电力行业纳入到碳排放权交易的范围,包括石化、化工、建材、钢铁、有色、造纸、航空其他七大高排放行业亟待纳入,按照“成熟一个行业,纳入一个行业”的原则逐步推进扩容。其他七大行业何时会被纳入全国碳市场,是关注焦点之一。

我国水泥行业存在严重的产能过剩问题,而水泥很有可能是建材行业纳入全国碳市场的首个领域,这或是水泥行业实现良性发展的关键一步。

首先,水泥行业纳入全国碳市场将增加水泥企业碳排放成本。二氧化碳是水泥生产过程中不可避免的副产品,由于需要通过碳市场购买碳配额,企业不得不承担额外的碳排放成本,这将迫使企业加大投入进行技术创新和生产工艺改进,减少能源消耗和碳排放。水泥企业将更加积极地推行节能减排措施,提高资源利用效率,从而推动行业的绿色转型。

其次,水泥行业纳入全国碳市场有利于淘汰落后产能。水泥行业存在严重的产能过剩问题,碳排放成本的增加会使得较落后、高能耗的企业更容易出清或被并购,通过市场竞争,产能过剩问题有望得到缓解,行业资源将进一步优化。

第三,水泥行业纳入全国碳市场将推动水泥行业的技术创新和绿色建材的发展。面对碳排放成本的增加,水泥企业将更加积极寻求低碳和绿色建材技术的创新。通过引入新技术、改进工艺,生产出更环保、更低碳的水泥产品,企业不仅能满足市场对绿色建筑材料的需求,还能提高自身竞争力。这将进一步推动水泥行业向绿色发展迈进,实现可持续发展目标。

应当指出的是,纳入全国碳市场仅是改善水泥行业产能过剩问题的一种措施,还需要供给侧结构性改革、市场化的去产能、加强“走出去”等其他手段共同发力来推进水泥行业的调整和转型升级。

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In the first three quarters, BBMG achieved a sales volume of more than 60 million tons of cement clinker (the total sales volume of cement and clinker in the same period last year was 72.07 million tons), and the comprehensive price of cement clinker was about 245 yuan/ton (excluding tax); In the third quarter, the sales volume of cement clinker was more than 20 million tons, the comprehensive price of cement clinker was about 250 yuan/ton (excluding tax), which increased by 8 yuan/ton, and the gross profit per ton was 54 yuan/ton, which increased by 13 yuan/ton.

2024-11-20 09:26:17

With the gradual expansion of the national carbon emissions trading market, it has brought higher requirements and greater pressure for carbon management in all walks of life. To establish and improve the carbon management system is to respond to the national dual-carbon strategy, which is also the future development trend; to improve the carbon emission management of enterprises, which can provide comprehensive analysis and decision-making for the future development strategy of enterprises; and to accurately predict the changes in the carbon market, strengthen the enterprise's response to climate change risks in all aspects, and guide the preservation and appreciation of carbon assets.

2024-11-13 11:19:44

For companies like Conch Cement, the next step in entering the national carbon market is to reduce carbon emissions, which means that more carbon quotas can be sold in the carbon emissions trading market and get economic incentives.

2024-11-05 09:51:49

As Dong Shihong said, "Carbon is the future". At the intersection of history and future, Shijing Science and Technology, with low carbon as its pen, helps the cement industry to depict a harmonious picture of green mountains, green waters and industrial prosperity, and casts a hard backbone of sustainable development in the blending of grey and green.

2024-11-04 09:35:58

At the meeting, Yan Haochun brought the theme report "Dream of Blue Sky: Exploring the Green Footprint of Cement Industry in the Context of Carbon Market". She pointed out that the cement industry faced the risk of rising costs in the context of the carbon market.

2024-11-01 16:10:56

The incorporation of the cement industry into the national carbon market will have a significant impact on cement enterprises in terms of production and operation, data control, transaction costs, energy saving and carbon reduction investment. With the carbon quota from basic satisfaction to tight reduction, it will effectively promote production reduction, thereby affecting competitiveness and supply and demand pattern.

2024-11-01 09:52:46

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

Based on the market situation of the cement industry and the demand for high-quality and low-carbon development of Conch Cement, Conch will strengthen the research and development of technologies such as energy saving and carbon reduction, green environmental protection, clean energy and low-carbon cement. The main research directions of Conch's scientific and technological innovation in the future are as follows: 1. Research and development project of raw material and fuel substitution in the cement industry; 2. Research and development project of cement clinker quality improvement; 3. Energy-saving and carbon-reducing technical equipment R & D project; 4. Clean and green energy R & D and manufacturing project; 5. Future carbon technology industry exploration project.

2024-10-29 16:34:25

Looking forward to the future, we still need to continue our efforts in breaking through the existing clinker system, innovating the design of new low-carbon clinker (new clinker), breaking through the time lag and multi-scale barriers, building a digital system without "gap" in the whole process, maximizing the value of data, and supporting low-carbon in the whole process (time-sharing power consumption, coal consumption, low-carbon ratio, etc.).

2024-10-29 14:07:23

By 2025, the national and provincial carbon emission annual report and express report system will be fully established, a number of industry and enterprise carbon emission accounting standards and product carbon footprint accounting standards will be issued and implemented, positive progress will be made in the construction of product carbon footprint management system, and the national greenhouse gas emission factor database will be basically completed and regularly updated. The ability of measurement, detection, monitoring and analysis of carbon emissions has been significantly improved.

2024-10-25 10:05:07

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

On October 23, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" officially began to report. Early in the morning, the guests arrived at the hotel one after another, and the check-in scene was very hot. The Summit will focus on the core issues of low-carbon development and green upgrading in the cement industry, discuss the application of energy efficiency improvement and energy-saving and carbon reduction technologies, and how the cement industry can use the carbon trading mechanism to promote its low-carbon transformation.

2024-10-23 16:40:53

Let us work together to practice the concept of green development with practical actions and contribute our strength to the realization of the country's "double carbon" goal. Look forward to your participation and jointly create a bright future for the cement industry!

2024-10-18 13:57:30

Enterprises also need to understand the operation process of the carbon emission trading market, including the declaration, verification and reporting of carbon emission data, the allocation, trading and clearance of quotas, especially the accuracy of carbon emission data will directly affect the quota allocation and transaction costs of enterprises. Enterprises also need to pay attention to the dynamics and trends of the carbon emissions trading market, understand the market price fluctuations, trading activity and other information, in order to formulate reasonable trading strategies and risk management measures.

2024-10-17 11:20:09

Every employee should know what emission sources are available in his position, what emission reduction measures are available, and how much emission reduction can be achieved by these measures, so that they can understand the principle of emission, learn the method of accounting, use the carbon management platform, and improve the carbon management ability of each position, so as to achieve "carbon management in the whole process".

2024-10-16 13:15:57

The Symposium on High-quality Development of Liaoji Heimeng Cement Industry, sponsored by Liaoning Building Materials Industry Association and hosted by the Northeast Operating Zone of Shanshui Group, was held in Shenyang from October 12 to 13, 2024. Nearly 300 people from more than 200 cement enterprises in Liaoning, Jilin, Heilongjiang and Inner Mongolia attended the meeting. At the meeting, Li Yingke, Vice President of Liaoning Building Materials Industry Association and President of Cement Branch, delivered a welcome speech. Tan Qiang, Secretary-General of Cement Branch, presided over the meeting and briefed on the overall operation of "Three Provinces and One District" from January to September 2024.

2024-10-15 15:41:32

Under the current supply and demand situation of the industry, strict implementation of off-peak production is still the key to maintain the stable development of the industry. According to its introduction, the number of off-peak production days in Chongqing this year may reach nearly 200 days, about 20 days more than last year. However, from the implementation of this year, two key problems need to be solved to promote off-peak production. 1、 Some small enterprises are not enthusiastic about participating. According to its introduction, large enterprises and some small enterprises in the region can strictly implement the peak-staggering production plan, but some small-scale cement enterprises, especially single-line enterprises, have poor enthusiasm for the implementation of peak-staggering production, which makes it difficult to implement the regional peak-staggering production as a whole.

2024-10-15 14:42:58

Key carbon emission units may use carbon emission reduction to offset part of their carbon emissions, and the proportion of use shall not be higher than 5% of the annual carbon emissions of the unit confirmed by the municipal ecological environment department in that year. The offset ratio of national greenhouse gas certified voluntary emission reductions generated by key carbon emission units using projects outside the municipal administrative region shall not exceed 2.5% of the annual carbon emissions of the unit confirmed by the municipal ecological environment department.

2024-10-11 13:17:07

Strictly implement the policy of capacity replacement, strengthen the control of excess capacity, resolutely curb illegal new capacity, build new cement projects according to ultra-low emission level, eliminate backward capacity according to law and regulations through comprehensive means, give full play to the standard role of energy consumption, environmental protection, quality, safety, material consumption and water consumption, and guide high energy consumption. Conditional areas can formulate plans for the withdrawal of restricted capacity.

2024-09-29 10:25:13

According to the China Cement Network Market Data Center news, the implementation of cement prices in the Pearl River Delta region of Guangdong in the central and southern regions is general, while the Guangxi region is stable and declining. Eastern Hubei and other regions plan to push up the price of cement by 30 yuan/ton again. Driven by the price increase in eastern Hubei, individual market prices in Hunan have been notified to rise again.

2024-09-27 16:48:15

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.

2024-09-27 11:11:58

Calculate clinker production process emissions, fuel combustion emissions, electricity & heat consumption emissions, total carbon emissions & carbon intensity and other related data. For more cement industry carbon emission policies and data, please visit: Cement Industry Carbon Emission Calculation Center.

2024-09-26 16:58:15

Promoted by the "policy combination boxing" of the state adopting mandatory standards to promote the withdrawal of low-quality and low-efficiency production capacity and strengthening the supervision of new and stock projects, cement enterprises are promoting joint restructuring through m & a, equity participation and other forms, curbing new production capacity from the source, reducing and eliminating backward production capacity from the stock, and adjusting the structure. Promote the sustainable development of the industry.

2024-09-26 14:10:42

According to the Announcement of Chongqing Municipal Bureau of Ecology and Environment on Adjusting the Inclusion Standards of Chongqing Carbon Market (Yuhuan [2023] 55), the original list of Chongqing Carbon Market is updated according to the inclusion standards of industrial enterprises whose annual greenhouse gas emissions reach 13000 tons of carbon dioxide equivalent (about 5000 tons of standard coal for comprehensive energy consumption) and above. A list of key emission units (hereinafter referred to as key emission units) in Chongqing carbon market in 2023 has been formed, and 334 key emission units have been included in the quota management in 2023.

2024-09-25 14:44:14

The cement industry has been clearly included in the carbon emissions trading market in 2024. Cement enterprises need to comprehensively and accurately understand the relevant regulations and guidelines. According to the actual situation of the enterprises themselves, they should seek advantages and avoid disadvantages, turn inward, practice hard, continuously reduce their carbon emissions per ton of clinker, reduce the production cost of clinker, and win in the current industry trend. So that their enterprises can survive and develop better.

2024-09-25 09:05:05

Although the road of carbon emission reduction in the cement industry is full of challenges, through continuous technological innovation and industry practice such as "steel slag phase-separated clinker", we have reason to believe that the cement industry can surpass the "face-saving project", realize the real green transformation, explore a sustainable road of cement concrete development, and leave a cleaner and sustainable earth for future generations.

2024-09-24 14:31:59

At present, Sichuan is speeding up the development of green low-carbon new productivity and promoting the transformation and upgrading of the cement industry. In recent years, Sichuan's industrial sector has vigorously promoted the construction of a full-cycle and full-process green manufacturing system, and continued to carry out the gradient cultivation of green manufacturing demonstration units. The province's cement industry has created a total of 11 national green factories and 35 provincial green factories. One cement enterprise has successfully entered the national energy efficiency "leader" and two cement enterprises have been rated as provincial energy saving and carbon reduction benchmarking enterprises.

2024-09-23 11:02:17

By 2027, the energy consumption of more than 30% of cement production lines will be better than benchmark level, and all production lines in the industry will reach the benchmark level of energy efficiency standards. More than 70% of cement enterprises have achieved a high degree of automation in the whole production process, and the proportion of enterprises with digital transformation maturity level 3 or above has reached more than 20%, and the level of greening and digitalization of the industry has been significantly improved.

2024-09-23 10:29:16

Recently, the Ministry of Ecology and Environment has formulated and issued the Guidelines for Accounting and Reporting of Greenhouse Gas Emissions in Cement Industry (CETS-AG-02.01-V01-2024) and the Technical Guidelines for Verification of Greenhouse Gas Emissions in Enterprises. Cement Industry (CETS-VG-02.01-V01-2024) and other four technical specifications for the national carbon emission trading market shall be implemented from the date of issuance.

2024-09-18 09:07:14

In order to make preparations for being incorporated into the national carbon market, we should actively establish and improve the dual-carbon planning system, management system, system, innovation system, trading system and capacity system, do a good job in the research of dual-carbon policy, find out the family background, consolidate the quality of data, decompose and implement the goal of carbon reduction, and strive to achieve the goal of carbon reduction. We will continue to promote the substitution of raw materials, the transformation of energy consumption structure, the acceleration of technological innovation, the promotion of green manufacturing and intelligent leadership, and the coordinated promotion of carbon reduction, pollution reduction and green expansion. Growth.

2024-09-13 16:07:12

Looking forward to the future, in order to achieve full carbon neutrality in the cement industry, we need not only the drive of technological innovation, but also the cooperation of policy support and market mechanism. By adopting non-carbon raw materials, alternative fuels, clean energy and optimizing transportation modes, the cement industry will gradually achieve a significant reduction in carbon emissions, thus taking a more solid step on the road of carbon reduction.

2024-09-13 13:55:48

Cement enterprises can manage carbon assets and gain advantages in the carbon market by finding out the family background and effectively managing carbon assets, setting up specialized agencies or departments to achieve low-carbon management, actively participating in carbon market transactions and accumulating experience, and developing carbon financial products to help their own development.

2024-09-12 09:09:57

In order to accelerate the work of expanding the coverage of the national carbon emission trading market (hereinafter referred to as the expansion), the Ministry of Ecology and Environment, referring to the mature construction and management experience of the power generation industry and on the basis of the special research results of the expansion, has formulated the Work Plan for the National Carbon Emission Trading Market Covering Cement, Steel and Electrolytic Aluminum Industries (Draft), which is now open for comments.

2024-09-09 16:44:40

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.

2024-09-08 17:42:29

Many contents in the Plan are closely related to the cement industry, such as continuously promoting the reduction of excess capacity and capacity replacement, transformation and upgrading of the cement industry; promoting new energy medium and heavy trucks in the cement industry and developing zero-emission freight fleets; striving to complete the treatment of ultra-low emission transformation projects of cement clinker and coking enterprises in key cities by 2025; To study the multi-source and whole-process control and monitoring and supervision technology of volatile organic compounds, and to carry out research on key technologies of pollution reduction and carbon reduction in key industries such as parks, cement and steel.

2024-09-06 10:01:57

In view of the problems of declining profits of cement enterprises hindering green transformation and narrowing the space for energy saving and carbon reduction, Ye Jiayuan proposed that cement enterprises should not forget to innovate no matter how difficult it is. Innovation should not only be limited to low-carbon areas, but also open up ideas and plan digital upgrading and intelligent transformation as early as possible according to their own conditions. In the implementation of digital and intelligent transformation, it should be linked with low-carbon as far as possible. If digital intelligence leaves the foothold of low carbon, digital intelligence is likely to be hollow, and it is likely to become a castle in the air, which is not useful, but a burden for enterprises.

2024-09-05 11:04:53

The cement industry will soon be incorporated into the carbon trading market, and the importance of green low-carbon transformation has become increasingly apparent. In response to the policy guidance, China Cement Network will hold the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" in Wuhu Conch International Hotel on October 24-25. The conference will focus on the core issues of low-carbon development and green upgrading in the cement industry, discuss the application of energy efficiency improvement and energy-saving and carbon reduction technologies, and how the cement industry can use the carbon trading mechanism to promote its low-carbon transformation.

2024-09-04 15:34:06

According to the report, in the second half of 2024, the external environment is still complex and severe, and the operation and development still face many risks and challenges. From the perspective of the industry, in the second half of the year, the marginal demand for cement improved, the supply compression continued to increase, and the contradiction between supply and demand in the industry was prominent. From the company's point of view, strategic opportunities and risks coexist, uncertainties increase, the complexity and severity of the business situation, the heavy and arduous tasks continue to intensify.

2024-08-27 11:20:44

Formulate product carbon footprint accounting rules and standards. To formulate and issue national standards such as general rules for quantification of product carbon footprint, and to clarify and unify the requirements for product carbon footprint accounting principles, accounting methods and data quality. According to the principle of urgent use first, focus on electricity, fuel,

2024-08-02 17:22:08

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

Recently, the overall domestic demand has declined steadily, coupled with the weakening of local cost support, and the price of concrete has been stable and small. From November 14 to November 20, the national concrete price index closed at 112.35 points, down 0.13% annually and 10.08% year-on-year.