More than 70 cement clinker lines need to be dismantled for capacity replacement! Demolition plans issued by many provinces

2024-05-07 09:33:48

Recently, some provincial labor/economic and credit departments have released the list of cement clinker production lines in 2023, which shows that many production lines have been dismantled or planned to be dismantled, totaling more than 70.

Recently, Henan Provincial Department of Industry and Information Technology announced that a 2500t/d cement clinker production line of Xinxiang Zhenxin Cement and a 3000t/d cement clinker production line of Henan Century Xinfeng Cement have all been used in a 5500t/d cement clinker production line project constructed by Henan Huanshan Environmental Protection Technology Co., Ltd.

< IMG SRC = "https://img7.ccement.com/richtext/img/p2nr2pkhifn1715045643852. that the two common cement clinker production lines involving the above enterprises no longer have the conditions to restart and resume cement clinker production.".

Meanwhile, the Anhui Economic and Credit Office announced that. Two replaced production lines of Hefei Southern Cement Co., Ltd. (Kiln diameter is Φ4.0m × 60m and Φ4.5m × 64m respectively) and one replaced production line

of Anhui Wanwei High-tech Materials Co., Ltd. Recently, some provincial labor/economic and credit departments have released the list of cement clinker production lines in 2023, which shows that many production lines have been dismantled or planned to be dismantled, totaling more than 70, for new projects of capacity replacement (continuous update). To be specific:

Guangdong

Provincial Department of Industry and Information Technology: By the end of 2023, there are 83 cement clinker production lines in Guangdong, of which one has been replaced and one will participate in the replacement.

< IMG SRC = "https://img7.ccement.com/richtext/img/8ukcgead44h1715045778106. that 4 clinker production lines have been sold and will be closed before the completion of the replacement project.". Department of Industry and Information Technology of

Xinjiang

: By the end of 2023, < a href = "https://price.ccement.com/pricenewslist-1-650000-0., 6 production lines will be dismantled for capacity replacement.".

< IMG SRC = "https://img7.ccement.com/richtext/img/l4a7mgg0lse1715045799037., 3 clinker production lines will be involved in capacity replacement, and will be shut down and dismantled before completion and commissioning.".

Hubei

Provincial Department of Economy and Information Technology: By the end of 2023, 6 lines of the < a href = "https://price.ccement.com/pricenewslist-1-420000-0." have been replaced and will be removed.

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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.