On October 31, the Ministry of Industry and Information Technology issued the Implementation Measures for Capacity Replacement in Cement and Glass Industry (2024 edition) (hereinafter referred to as the Implementation Measures), which will be implemented on November 1, 2024. According to the requirements of the
Implementation Measures, the energy efficiency level can not reach the benchmark value of the current edition of the Benchmark Level and Benchmark Level of Energy Efficiency in Key Industrial Areas, the continuous shutdown for more than two years, and the annual operation days for two consecutive years since 2024 are less than 90 days . As well as due to debt disputes and other reasons, the equipment can not be dismantled or the capacity sealed up by the court can not be used for capacity replacement. According to the big data of
China Cement Network, the inefficient production capacity of the current energy efficiency level below the benchmark value is about 16%, about 280 million tons. In addition, due to poor efficiency, lack of mines and other reasons, the production line has been shut down for a long time and sealed up due to bankruptcy, the total production capacity may exceed 300 million tons.
The Implementation Measures will prevent this part of production capacity from participating in replacement, which will force inefficient and shutdown production capacity to withdraw from the market, thus speeding up the process of capacity removal and alleviating the increasingly intensified contradiction between supply and demand.
