2023, the progress of supply-side reform was limited, the contradiction between supply and demand in the cement industry was further intensified, the production capacity was still seriously excessive, the market competition was fierce, and the industry efficiency declined sharply. Jia Huaping, senior consultant of
China Cement Network, said that the main reason for the current predicament of the cement industry is the serious overcapacity. After years of capacity reduction work, China's actual cement clinker production capacity is still more than 2 billion tons, even if the national cement clinker production capacity is withdrawn by 1/3, the remaining capacity supply to the whole country is no problem.
With the promotion of green and low-carbon development in the cement industry, strengthening energy conservation and emission reduction has become an important means for cement enterprises to follow up policy guidance and respond to market changes. The environmental protection achievements of China's cement industry have been in the leading position in the world. In this regard, Jia Huaping pointed out that everything is divided into two parts, the advantages are bound to have disadvantages, too much emphasis on certain indicators, will inevitably ignore other indicators, environmental protection work is the same.
Jia Huaping believes that anything done too much will be harmful. For example, the denitrification of flue gas at the end of cement kiln requires a large amount of ammonia. Although the emission of nitrogen oxides is significantly reduced, it will lead to the problem of ammonia escape and aggravate the haze phenomenon, which obviously runs counter to the original intention of environmental protection. Although environmental protection has set strict limits on ammonia escape, the actual ammonia escape is more than twice the detection value of tail gas from the balance of ammonia consumption of denitrification.
Due to the poor efficiency of the cement industry in the past two years, fewer cement enterprises are willing to invest in technological transformation, so it is difficult for the current technical level to play a role in getting rid of the current predicament of the cement industry. However, the transformation and upgrading of digitalization and intellectualization, as well as the differentiation of cement technology and cement products, are still important means to promote the high-quality development of the industry.
Jia Huaping said that although overcapacity is very serious, the problem is gradually being solved, and it is an inevitable trend to eliminate some backward production capacity and enterprises through market competition. However, this may not be fair to the production lines and enterprises that have been eliminated, and these enterprises will inevitably have to "struggle to the death", which will not only affect the progress of elimination, but also be unreasonable. It should be said that these eliminated production lines have contributed to the country's capital construction, and from the establishment of factories to the elimination of enterprises are not only the reasons, they should not be allowed to bear full responsibility.
The most effective solution is: through policy support and administrative coordination, support 1 to 3 large enterprises of 10 million tons in each province, guide other enterprises to share the market and benefits according to their production capacity, and then eliminate 1/3 of the production capacity by the large enterprises in a unified balance, so as to reduce the losses of the eliminated enterprises.
