"In the first quarter of this year, Shaanxi cement demand prices are declining, mainly due to serious overcapacity." The leader of a cement enterprise in Shaanxi said.
According to the data of China Cement Network, Shaanxi's cement output has been declining continuously in the past three years since 2021, while in 2024, Shaanxi's cement output in the first two months was 4.4791 million tons, down 18.81% from the same period last year. For the whole year's demand, Western Cement pointed out in its 2023 annual report that, based on the current macroeconomic environment and the specific situation of Shaanxi Province, it is expected that the demand for cement in Shaanxi will not increase significantly in 2024.
The above-mentioned people pointed out that the current local clinker operation rate is about 55%, and now the most urgent task is to reduce production capacity and limit production capacity from the supply side. He believes that Shaanxi should proceed from two aspects.
1、 to increase the intensity of peak staggering production, the current peak staggering production time is too short to adjust the balance of local supply and demand has not been very useful, Shaanxi should increase the intensity of peak staggering, 180 days a year to stop the kiln is reasonable.
2、 promotes the implementation of carbon emission rights, and limits the production capacity of clinker through carbon indicators, so as to control the production of cement.
Generally speaking, he believes that the government and the industry need to work together to promote the healthy development of the cement industry.
According to the Notice on Staggered Production of Cement Industry in 2023-2024 issued by Shaanxi Province recently, Shaanxi requires all cement clinker production lines in the province to carry out staggered production in winter from 0:00 on December 1, 2023 to 24:00 on March 10, 2024. The off-peak time is 100 days.
