cement industry is going now seems to run counter to the supply-side structural reform that has been pushed forward for many years.
What is the supply-side structural reform?
Simply put, the core purpose of supply-side structural reform in cement and other industries with excess capacity is to correct the imbalance between supply and demand, and to promote the close matching between supply and demand side by effectively reducing excess capacity, so as to realize the optimization and upgrading of the industry structure.
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Since then, Supply-side structural reform has also become a high-frequency word in the cement industry. Around the supply-side structural reform, the cement industry has launched many initiatives, among which the most interesting ones are peak staggering production and capacity replacement.
The off-peak production strategy regulates production activities through time, restrains the release of production capacity in stages, reduces excess capacity, and promotes the effective balance between supply and demand.
Capacity replacement can accelerate the process of eliminating inefficient and backward production capacity, effectively reduce excess capacity and promote the optimization and upgrading of industrial structure by strictly formulating rules, refining the replacement ratio and production line standards.
From the perspective of policy purpose, peak staggering production and capacity replacement are indeed two important strategies for the supply-side structural reform of the cement industry, but why is it that after several years of development, the overcapacity of the cement industry has become more and more severe, and the effect of the supply-side structural reform of the cement industry has gradually disappeared? Ccement. Com/Price _ list -1-s0-e0-p0-c0-k100059-b0.
However, in the past few years , there has been a trend of building and expanding clinker greenhouses in cement enterprises, with the capacity of clinker greenhouses ranging from 80,000 tons to 200,000 tons, or even 250,000 tons. The most direct purpose of
expanding the clinker greenhouse is to deal with the shutdown problem caused by peak staggering production, that is, before peak staggering, full horsepower is used to maximize the operation rate of the kiln line, and the overproduced clinker is stored by expanding the clinker greenhouse to cope with the rising market.
But in this way, what is the difference between the wrong peak and the right peak? Ccement. Com/richtext/IMG/yn90s86 nib1715391178900. Statistics show that from 2018 to 2023, 57 production lines were put into production in the national cement industry, with a total capacity of about 91 million tons. Among
them, some of the zombie production capacity that should have been eliminated has been activated , and the data show that from 2018 to 2023, there are 4136
. By using the policy of "1:1 equivalent replacement", 15 million tons of production capacity were replaced in the five years from 2018 to 2023. Production capacity has not been reduced, but production capacity has been greatly improved.
It can be said that although the current capacity replacement policy is intended to effectively curb illegal new projects, and promote technological progress, survival of the fittest and optimize the layout. However, under the various illegal operations of some cement enterprises, the overcapacity of the cement industry is further aggravated.
Three Behind the severe
overproduction and high income, in order to fully improve the production line output, the production increase has been transformed into a means of the cement industry, which leads to the direct consequence that the overproduction situation in the cement industry is widespread and severe. According to the data released by a
southern province, 29 of the 41 production lines in 2023 were overproduced, accounting for 70.73% , and the overproduction rate of 29 lines was higher than 10%. The production line with the highest overproduction rate even reached 70.
According to the data of a western province, 66 of the 91 clinker production lines in the province had different degrees of overproduction, accounting for 72.
The more the production is increased and transformed, the more the days of off-peak kiln shutdown are forced to increase, forming a vicious circle.
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, Peak-staggering production and capacity replacement were originally the key policies of supply-side structural reform, aiming at leading the transformation and upgrading of the industry.
But unfortunately, these two key strategies have been abused by some improper acts in the industry, which makes these measures deviate from the original intention of the supply-side structural reform, resulting in the cement industry missing the best window period of capacity removal and falling into the dilemma of the opposite purpose and effect.
Especially in the current complex environment, peak staggering production has become the industry's no way out, and the effect has to be decided by the industry itself.
As the demand for cement continues to decline, the supply-side structural reform of the cement industry will only become more difficult and will face more arduous challenges.
Attention: At a time when the industry is facing severe challenges, actively promoting the upgrading of large-scale production equipment and actively promoting the energy-saving technological innovation and environmental protection upgrading and transformation of the cement industry will enhance the core competitiveness of cement enterprises and realize the grand blueprint of sustainable development of the industry. It has immeasurable strategic significance and practical utility.
To this end, China Cement Network will be held on June 13-14. Held in Nanjing, Jiangsu "< a href =" https://www.ccement.com/news/content/44353791731345001. This forum will gather the strength of government leaders, industry technical specialist, scientific research institutions, universities, cement enterprises and equipment suppliers. We will jointly discuss and analyze the practical path of equipment renewal and green upgrading in the cement industry, and promote the industry to move towards a more energy-efficient and environmentally friendly future.
