China Cement Network, in February this year, Kangding Paomashan Cement 2500t/d production line and supporting facilities were auctioned.
In addition, according to the "List of Cement Clinker Production Lines in 2022" published by the Economic and Credit Department of Sichuan Province, the 2500t/d production line of Kangding Paomashan Cement Co., Ltd. was completed and put into operation in May 2020, but it has been shut down due to the lack of self-owned mines and raw materials.
In the past, the rapid growth of domestic cement demand stimulated cement enterprises to continuously build new production capacity, including many cement clinker production enterprises without self-owned mines. When the price of cement is high, these enterprises can also make money to survive, once the industry falls into a low ebb, these enterprises will face severe survival difficulties.
Due to the serious decline in cement demand and the intensification of market competition in the domestic cement industry, many insiders pointed out that cement enterprises without self-owned mines would be the first to fall in this wave of shuffling.
So why do we say that cement plants without self-owned mines will collapse first? The cost disadvantage of
1、 is very obvious.
Limestone is the key to burning cement clinker, and its consumption is very large. Generally, 1.3 tons of limestone are needed to burn 1 ton of clinker.
Generally speaking, the cost of limestone mining in self-owned mining enterprises is not more than 15 yuan/ton, and the cost of limestone mining in some enterprises is even about 10 yuan/ton due to the low cost of mining, advanced mining technology and high management efficiency.
In contrast, the cost of purchased limestone is basically more than 40 yuan/ton, and the cost of limestone purchased by some enterprises is even 50-60 yuan/ton, which is more than 30 yuan/ton higher than the cost of limestone per ton of self-owned mining enterprises. Converted to clinker, the cost of raw materials per ton of clinker is almost 40 yuan/ton higher.
2、 affects the stability of clinker quality.
Due to the large amount of limestone purchased, many manufacturers purchase limestone from multiple ore spots. In addition, the quality of limestone ore spots is unstable, and the quality management of distributors is relatively weak. Enterprises need to adjust production in time according to the changes of raw materials, which is not conducive to the stability of clinker quality.
In contrast, according to the grade distribution of limestone in self-owned mines, self-owned mining enterprises can invest digital and intelligent technology from the source to optimize the quality of limestone, with higher efficiency, more stable quality and higher resource utilization.
3、 affects the continuous operation of production. On the one hand,
purchased limestone may face price changes, contract breaches and other issues that lead to the suspension of raw material supply; on the other hand, it is more vulnerable to the increase of uncontrollable factors such as special weather control and control of transportation links, resulting in the interruption of limestone supply and affecting production.
Especially during the period of off-peak production and kiln opening, if the limestone problem causes the shutdown, the impact on the enterprise will be further magnified.
In addition, the purchase of limestone will also face the problem of increasing the difficulty of production organization. For example, source investigation and sampling, increasing the inspection frequency of limestone vehicles entering the plant, organization and scheduling of vehicle unloading, organization and collocation of limestone of different quality, etc., increase the complexity of production management links.
According to local industry sources in Henan, some local cement clinker production enterprises without self-owned mines have been in a state of shutdown. Under the market competition, such enterprises temporarily purchase clinker to maintain production and operation, hoping that the way of purchasing new mines is "dilapidated and reborn".
But for so long, the mine problem has not been solved. Under the background of the current cement market downturn and the tightening of the mine transfer policy, it is extremely difficult to solve the mine problem in the short term. Finally, waiting for such enterprises, I am afraid they will withdraw from the market.
