2023, the contradiction between supply and demand in the cement industry was further intensified, the market competition was fierce, and the industry efficiency declined sharply. According to the Cement Big Data Research Institute of China Cement Network, the annual profit of the cement industry in 2023 is estimated to be around 31 billion yuan. How should cement enterprises deal with this industry situation or continue to continue in 2024? Zou Weibin, senior consultant of
China Cement Network and practical expert of cement grinding, said that in 2023, the situation of the whole cement industry was really grim. Under such circumstances, many cement enterprises began to actively take some self-help measures, such as salary cuts, layoffs, switching to mortar, prefabricated buildings, etc. Develop other industries such as aquaculture, agriculture and so on, and do some short and smooth technological transformation to control production costs.
"But this state of affairs will not last forever." Zou Weibin said frankly that although the cement industry has serious overcapacity, the demand for cement driven by infrastructure projects is not a cliff-like decline, and the cement industry is bound to move forward. The next step is to eliminate some backward production capacity and enterprises in some ways, and then re-form a new industry situation, which is also a virtuous circle.
Zou Weibin said, Moreover, in 2023, the cement industry has issued a number of industry standards, such as GB 175-2023 "General Portland Cement", "Opinions on Promoting the Implementation of Ultra-low Emission in Cement Industry", "Benchmarking Level and Benchmarking Level of Energy Efficiency in Key Industrial Areas (2023 Edition)" and a series of documents to promote the "Double Carbon" action. The successive implementation of these policies will eliminate some cement enterprises, especially GB 175-2023 "General Portland Cement" will be implemented in June 2024, which will certainly make some enterprises unprepared and forced to sell production capacity or withdraw from the industry.
In addition, the Energy Efficiency Benchmarking Level and Benchmark Level in Key Industrial Areas (2023 Edition) stipulates that for stock projects whose energy efficiency is lower than the benchmark level, all localities should clearly define the time limit for upgrading and elimination, formulate annual transformation and elimination plans, and guide enterprises to carry out energy-saving and carbon-reducing technological transformation or elimination in an orderly manner. Within the prescribed time limit, the energy efficiency transformation will be upgraded to above the benchmark level, and the projects that can not be completed on time will be eliminated. In principle, 25 areas, such as cement clinker , should be completed or eliminated by the end of 2025.
According to the recent energy consumption standards of cement enterprises released by some provinces, many enterprises are in a state of failure to meet the standards, and if they do not grasp the transformation, they will face the risk of elimination.
"I believe that winter is almost over and that spring is coming." Zou Weibin said that in the process of this experience, cement enterprises should act quickly and actively to save themselves, and take measures from all aspects, such as reducing the cost of enterprises through the application of some short and smooth transformation technologies, meeting various national standards, practicing internal skills, improving their ability to fight, and persevering in the end is victory.
