[Exclusive] Is it appropriate to build a 2500 t/d production line with trans-provincial transfer capacity?

2024-07-12 09:53:58

Under the serious overcapacity, whether the project can be established or not may not be certain!

Recently, a trans-provincial capacity transfer plan was announced, and a northeast province transferred 2500 tons per day (cement clinker ) production line capacity from a province in East China. The province of East China has already made a decision to eliminate 2500 t/d, and now some people want it. The utilization rate of production capacity in Northeast China can reach half, and under the double control of energy consumption, the trans-provincial transfer of cement clinker production capacity and the new 2500 t/d production line are "brave"!

According to the relevant information of the transferee province, in addition to the trans-provincial transferee capacity, the required capacity indicators of the project also come from two production lines with a total annual output of 300000 tons (2019 announcement) and one white cement production line with an annual output of 60000 tons (2020 announcement). As early as 2016, two lines with a total annual output of 300000 tons have been included in the target task of eliminating backward production capacity in the industrial sector of the province in 2016. According to the Measures for the Implementation of Capacity Replacement in Cement and Glass Industry (2017 Edition), the capacity used for the replacement of construction projects shall be the capacity announced on the portal of provincial industrial and information authorities after January 1, 2018. It seems that it is not very compliant from the time dimension.

According to the interpretation of the Implementation Measures (2017 edition) by the competent authorities at that time, the serious contradiction of excess capacity has not been fundamentally alleviated, and the foundation for the steady and sound development of the industry is not yet solid, especially in the cement industry, there are more than 800 clinker production lines with a daily output of 2500 tons or less and weak competition, with a capacity of more than 500 million tons. In order to control the key point of "strictly prohibiting new capacity" from the source, enterprises should be guided to withdraw the excess capacity with weak competition as soon as possible through joint restructuring and capacity replacement. This side is urging to withdraw the excess capacity with weak competition as soon as possible, while the other side is still on the clinker production line with weak competition, the contrast is too big! In the case of the proposed construction project in the

transfer scheme, it is marked that the planned ignition and commissioning time is October 2024. Although only "imitated", but also can not be too outrageous ah! Imagine that the project is still in the early stage of work, not to mention that new projects are now required to achieve the first level of energy efficiency and ultra-low emissions. Even though the project may have "rushed ahead" to compile the EIA report and energy-saving report, the existing new requirements have to be reversed. Moreover, the capacity replacement plan has not been formally confirmed by the competent authorities. The project still has a series of preliminary work to do, and the project can be ignited and put into production in four months? Isn't that

a bit of an overstatement? Not at all. It's a warning. In 2013, the provincial environmental protection authorities made a decision to correct the environmental violations directly made by the project enterprises within a time limit. According to the decision, the company's 2500t/d clinker new dry process cement production line (Article 1) has not fulfilled the approval procedures for environmental impact assessment and started construction illegally. The company was ordered to stop the construction of 2500t/d clinker new dry process cement production line, submit a written application for EIA review to the provincial department before December 31, 2013, and complete the corresponding procedures for EIA approval. Failure to submit within the time limit will be subject to administrative penalties in accordance with the law. On

July 6, the Ministry of Ecology and Environment issued the Interim Provisions on the Management and Control of Eco-environmental Zoning (EIA No.2024 41). The Regulation clearly States that in the initial stage of environmental impact assessment of construction projects, the compliance with the requirements of ecological environment zoning management and control should be analyzed, and the feasibility of ecological environment should be further demonstrated if the requirements are not met, and the contents of project construction should be optimized and adjusted or relocated. When examining and approving a construction project, the EIA approval department should focus on examining the conformity of the project site selection, ecological impact, pollutant discharge, risk prevention and the ecological environment zoning management and control scheme.

To put it bluntly, under the serious overcapacity, it may not be certain whether the project can be established!

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Correlation

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.