Cement Net Exclusive: From Yunnan's Announcement of Energy Efficiency "Leader" to the Revision of Selection Rules

2024-11-07 13:32:48

Since there are new requirements for the basic requirements of the leader, the rules for the selection of the leader should be revised and published in time. Let the participants understand the competition rules, let the judges understand the evaluation rules, and let the spectators understand the judgment rules; let the selection standards of the central ministries and commissions be basically consistent with the selection standards of the provinces; let the selection of the energy efficiency "leader" be fair, just and transparent; Let the "leader" of energy efficiency convince all parties, so as to really play the role of guiding industry enterprises to catch up with the "leader" of energy efficiency, and create a good atmosphere to promote the green, low-carbon and high-quality development of cement industry.

Recently, the Yunnan Provincial Office of Industry and Information Technology announced the list of "leader" enterprises in energy efficiency of industrial enterprises in 2024, with two enterprises in the cement industry on the list. The comprehensive energy consumption per unit product (kgce/t) of the two enterprises were 94. 28 and 98. 70, respectively. The comprehensive energy consumption per unit product (kgce/t) is 78.18, 79.28, 89.66 and 90.23,

compared with the four "leaders" of energy efficiency in the cement industry in 2023 announced by the Ministry of Industry and Information Technology and other three departments in June this year. On the surface, there is a big gap in energy consumption indicators. The reason is that the leaders announced by the three departments belong to high alternative fuels (category) and a small amount of alternative fuels (category), while the leaders in Yunnan Province do not seem to be among the alternative fuels.

Since the launch of the annual energy efficiency "leader" enterprise activities in key industries in 2014, the work of energy conservation and carbon reduction has been deepening. In May this year, the National Development and Reform Commission and other five departments issued the Special Action Plan for Energy Conservation and Carbon Reduction in Cement Industry. The Action Plan regards the implementation of low-carbon fuel substitution as one of the key tasks. We will promote the use of biomass fuels in cement kilns and support the high calorific value, low cost and standardized pretreatment of alternative fuels. Increase the proportion of renewable energy used in the cement industry in an orderly manner, and promote efficient utilization modes such as waste heat and pressure power generation and heating. By the end of 2025, the proportion of cement kilns using alternative fuel technology production lines will reach 30%, and the proportion of alternative fuel consumption in the cement industry will strive to reach 10%. Among the basic requirements listed in the notice of the three departments of the

state to organize the selection of energy efficiency "leader" enterprises in key industries in 2023, the requirement that the use of green power is significantly higher than national average level is included . That is to say, the proportion of renewable energy used by enterprises is required, but there is no clear requirement on the use of alternative fuels. However, when the list of leaders was published, it was limited to two types of enterprises, namely, high alternative fuels and a small number of alternative fuels. Not only that, for "high", to what extent, "a small amount", to what extent, there is no value. In other words, are companies that use all fossil fuels no longer qualified to select the leader.

Since there are new requirements for the basic requirements of the leader, the rules for the selection of the leader should be revised and published in time. Let the participants understand the competition rules, let the judges understand the evaluation rules, and let the spectators understand the judgment rules; let the selection standards of the central ministries and commissions be basically consistent with the selection standards of the provinces; let the selection of the energy efficiency "leader" be fair, just and transparent; Let the "leader" of energy efficiency convince all parties , so as to really play the role of guiding industry enterprises to catch up with the "leader" of energy efficiency, and create a good atmosphere to promote the green, low-carbon and high-quality development of cement industry.

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Correlation

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.