Zhang Zhenkun: Transformation and Development of New Productivity Will Create the Second Curve of Cement Industry

2024-06-19 09:24:26

What is the driving force for the development of the next curve of the cement industry? Through the transformation and development of new quality productivity, the second curve of cement industry will be created to achieve a new leap forward in economic and social benefits.

Faced with the intensification of environmental constraints and changes in market demand, it is the key to achieve sustainable development of the industry and meet future challenges to improve energy efficiency and reduce emissions through technological innovation, green production, intelligent transformation and other measures.

On June 13, the 11th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference and Equipment Renewal Forum, sponsored by China Cement Network, was held in Nanjing, Jiangsu Province. Zhang Zhenkun, CEO of Asia Cement (China) Holding Company, made a keynote report on the transformation and upgrading of the current cement industry and new quality productivity , and said that the transformation and development of new quality productivity would create the second curve of the cement industry and achieve a new leap forward in economic and social benefits.

Shallow talk about current cement industry transition and productivity

of new character one. Cement Industry Overview

Currently, the cement industry is facing increasingly stringent environmental protection policies, serious overcapacity, < a href = "https://price.ccement.

II." Necessity of

transformation 1. For example, in 2024, cement demand is expected to decline by at least 3%, transportation fixed assets are expected to decline by 6%, and the growth rate of real estate construction area will continue to maintain negative growth. These market changes require the cement industry to adapt to the new demand environment and find new growth points through transformation.

2. Although the number of cement enterprises has remained stable in recent years, However, the < a href = "https://price.ccement.com/Price_list-1-s0-e0-p0-c0-k100059-b0.2024" forecast of 21 million tonnes of new fired clinker capacity in 2016 further exacerbates the overcapacity situation. Transformation has become an important way to alleviate overcapacity and improve capacity utilization.

3. For example, relevant departments have proposed that by the end of 2025, about 50% of cement clinker production capacity should be transformed into ultra-low emission. This requires the cement industry to increase investment in green R & D and implement energy-saving and carbon-reducing measures to meet the requirements of environmental protection policies.

4. Through transformation, cement enterprises can seek symbiotic development with other industries, open up new business models and revenue sources, so as to improve their competitiveness and industry status.

5. With the development and application of technologies such as carbon capture, utilization and storage (CCUS), the cement industry is expected to achieve the goal of carbon neutrality. At the same time, the promotion of intelligent production, energy saving and consumption reduction technologies has also provided strong support for the transformation of the cement industry.

Three If the

cement industry wants to develop new quality productivity, We can start from the following aspects:

1.

< IMG SRC = "https://img7.ccement.com/richtext/img/78c7tiboi8e1718760432295. enables front-line production staff to change from heavy manual workers to technicians engaged in analysis, judgment, maintenance and management.".

Cement plants will not need ordinary manual workers in the future, and employees will be trained to be managers with certain skills. With the improvement of working environment and the rationalization of working hours, cement plants will create a happy workplace for manufacturing industry.

2. In the future, cement plants will have dual functions and identities of cement production and environmental co-disposal, and cement plants will also be workers to purify the environment.

3. The reason for the big difference is that the domestic alternative fuel industry chain is incomplete. Cement plants encounter many problems, such as difficult collection, high purchase price and poor substitution effect. The main ways to

improve the use effect of alternative fuels are as follows: exploring alternative fuel sources through multiple channels, integrating pretreatment and co-processing into cement production plants, using external furnaces to improve the treatment capacity of alternative fuels, and using bypass ventilation when necessary to reduce the impact of harmful elements.

4. Green energy construction

< IMG SRC = "https://img7.ccement.com/richtext/img/4tr9atw63d51718760498582.5.

" Take Jiangxi as an example. The difference between peak-valley electricity price and peak-valley electricity price is 0.6 yuan, and the difference between peak-valley electricity price and peak-valley electricity price is 0.

After preliminary test, the payback period of energy storage investment is generally 10 years. With the development of energy storage technology, the price of energy storage equipment will be further reduced, which is conducive to shortening the investment recovery period.

6. It has many advantages such as sufficient hot air, strong drying capacity and large output.

traditional φ3.2 × 13m & φ3. The diameter of the ball mill for grinding ultrafine powder is small. If the length is long, φ3.8

can be selected.

New development direction: production of fine sand and gravel; customized products; production of high unit price machine-made sand by vertical mill.

9.

The main types of high performance concrete are: high strength concrete, pervious concrete, aquatic biological protection concrete, vegetation concrete, etc.

We should not only produce high-quality cement, but also produce high-performance concrete, from cement, aggregate, machine-made sand, admixture, concrete and other aspects to make a long and wide industrial chain, enhance brand value and improve the overall operating results.

10.

Domestic cases show that the annual output of carbon capture steel slag powder is 300,000 tons, and the amount of CO2 capture is about

2.4. The report concludes that

the development of an enterprise and an industry is facing the start-up period, the development period, the maturity period and the transition period. The cement industry has stepped out of the first curve of development from 2015 to 2023 and has entered the transition period. What is the driving force for the development of the next curve of the

cement industry?

All can be viewed after purchase
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.