1、 Cement net video: 24 have been removed! These cement clinker lines are history.
Since this year, 24 cement clinker production lines have been eliminated and dismantled in China to meet the requirements of environmental protection and capacity optimization. Among them, Chuzhou Zhonglian and Guizhou No.6 Mine Ruian eliminated 2 and 1 2500t/d clinker lines respectively on October 12; Previously, similar operations were carried out in cement plants in Weidun, Shanxi, Duwa Yushan, Pishan County, Xinjiang, and Zhenzhu, Anhui, to dismantle clinker lines of different scales, ranging from 800t/d to 4800t/d, involving many cement enterprises such as Conch, Huangshi Sike and Xinxiang Zhenxin.
2、 Cement Network Report: Vietnam Cement and Clinker Export Trend Analysis
The export volume of cement and clinker in Vietnam has experienced a downward trend after increasing in recent years, and the total production capacity is seriously excessive. It is highly related to the development of China's cement clinker industry, and China's demand directly affects Vietnam's export volume. The epidemic and China's real estate downturn have led to a sharp decline in Vietnam's exports to China. The Philippines and Bangladesh have become Vietnam's main export destinations, and Vietnam has increased its exports to these countries to make up for the decline in China's market share. Taiwan has launched an anti-dumping investigation into Vietnamese cement and clinker, and Vietnam's exports to Taiwan have been suspended.
With the development of the national carbon market, the carbon price has recently stabilized at more than 100 yuan/ton, and cement enterprises are facing higher cost pressures. In order to meet the challenges of the carbon market, experts suggest that cement enterprises should clearly understand their own carbon emissions, actively adopt low-carbon technologies and energy-saving measures, establish a carbon emission monitoring system, actively participate in carbon tradin G, and pay attention to policy dynamics, integrate resources for green low-carbon transformation. China Cement Network will hold relevant conferences to explore the road of green development.
4、 Cement Network News: Fujian Cement Prices Continue to Notice an Increase
Cement prices in Fujian increased by 20 yuan/ton in late September, and the market demand warmed up after the National Day. Leading enterprises plan to stop kilns for 15 days in October, affecting supply and further promoting cement prices to rise again by 10-20 yuan/ton on the 15th. Specific price changes need further observation.
Xinjiang issued a plan for peak-shifting cement production from 2024 to 2025, involving all cement clinker production lines in the region, in order to promote the green and low-carbon development of the cement industry. The plan stipulates the specific peak staggering and kiln shutdown time in each region, encourages enterprises with advanced environmental protection technology to extend the kiln opening time, and enterprises that implement measures such as co-disposal and fuel substitution can apply for extension. Once the off-peak production plan is issued, it will not be changed in principle, and the enterprises that violate the regulations will be punished.
This year, Chongqing cement enterprises have been affected by the decline in investment in infrastructure and real estate, with production and sales generally falling by more than 20%, and peak staggering production has become the key to maintaining stability. However, there are two major problems: the lack of enthusiasm of small enterprises to participate, and the overall requirement of the cement market in the Yangtze River Basin that peak staggering production needs to be coordinated across provinces. After the cement industry is incorporated into the national carbon market, carbon emissions trading may tighten the market supply.
China Resources Building Materials Technology predicts that the net profit attributable to the parent company in the first three quarters of 2024 will fall by about 47% to 57% year-on-year, mainly due to the decline in sales prices of cement and concrete, resulting in a decrease in the company's comprehensive gross profit and gross profit margin. In the same period of 2023, the company's turnover was HK $17.893 billion and its net profit was HK $710 million.
8、 Symposium on High Quality Development of Cement Industry in Liaoning, Jilin, Heilongjiang and Mongolia
The cement industry in the four regions of Northeast China held a symposium on high-quality development to discuss the direction of industry development and exchange hot issues. It involves low-carbon, energy-saving and consumption-reducing, ultra-low emission, intelligent and other technologies, aiming at improving the overall efficiency of the industry. The meeting introduced the operation from January to September 2024, market demand, prevention of vicious competition and other topics, and interpreted relevant policies. Zhejiang Southern Cement shares carbon reduction technology cases. Many enterprises show advanced technology.
