10.17 Cement Morning Post: "Cement peak shifting and kiln shutdown for 227 days"; removal of 23 cement clinker lines; "Carbon reduction problem of cement enterprises"

2024-10-17 07:01:19

What is happening in the cement industry?

1、 Cement Network Video: Up to 227 Days of Kiln Shutdown! Cement peak-shifting plan for 2024-2025 released in many places!

Xinjiang issued a plan for cement peak staggering production from 2024 to 2025, and kilns in Yili and Bozhou were shut down for up to 227 days. Hebei Province will stagger the peak for 150 days, Hunan Province will stagger the peak for at least 110 days, Chongqing will stagger the peak for 180 days in 2024 and 190 days in 2025. In order to meet the requirements of environmental protection and emission reduction, many regions have introduced measures to stagger the peak of cement kilns.

2、 Cement net video: 23 have been removed! These cement clinker lines are history.

Since this year, 23 cement clinker production lines have been eliminated and dismantled in China, including the 2500t/d clinker lines of Chuzhou Zhonglian, Guizhou No.6 Mine Ruian and other cement plants, as well as other clinker lines of different scales. This means that some old cement production lines with excess capacity will withdraw from the historical stage, which may be for the environmental upgrading and structural adjustment of the industry.

3、 Yan Haochun: Where Is the Difficulty for Cement Enterprises to Reduce Carbon?

Yan Haochun pointed out that the difficulties of carbon reduction in cement enterprises include product structure adjustment, energy structure transformation and collaborative disposal. Promote the research and development of low-calcium cement clinker, the use of renewable and clean energy, the improvement of fuel substitution stability and quality, and the whole process of carbon management. It emphasizes the use of advanced technology to enhance production intelligence and realize digital energy and carbon emission management, so as to promote the green and low-carbon development of the industry. China Cement Network will hold a conference to discuss the low-carbon transformation of the industry.

4、 Cement Net Exclusive: Six Questions on Rectification of Illegal New Cement Production Capacity of Huanshan Environmental Protection Technology

Henan Huanshan Environmental Protection Technology Company added 5500 tons/day cement clinker production line in violation of regulations, exceeding production by 45%, and the provincial industry and information department was not strict in auditing. The project should have been replaced by reduction according to the Measures for the Implementation of Capacity Replacement in Cement and Glass Industry, but it was weakened to equivalent substitution. After the central environmental protection supervision, Henan Province revoked the relevant capacity replacement documents and planned to complete the rectification by the end of December 2025. The article questions the rigor and implementation effect of the implementation of the capacity replacement policy, the shutdown before the project is put into operation, and the accountability.

5、 10.16 Cement Evening News: Saudi Aramco is optimistic about China's growth; 2024 China's top 50 construction machinery; building materials ETF rose more than 2.5%

Saudi Aramco is actively investing in China and is optimistic about its growth potential. The list of "2024 Top 50 Specialized Manufacturers of Construction Machinery in China" was released, and China Railway Construction Heavy Industry ranked first. Building materials ETF (159745) rose more than 2.5% due to heavy conference news. Yankuang Energy's ESG rating was upgraded to the highest in the industry. CITIC Heavy Industries has achieved technological breakthroughs in the field of mining equipment and promoted industrial upgrading. New investors prefer ETF trading, and many public funds buy their own ETFs.

6、 Conch Cement Paves the Way for "Anhui on Track"

Conch Cement has provided strong support for the construction of high-speed rail in Anhui Province, actively supplied high-quality cement, and assisted Xuanji high-speed rail, Chihuang high-speed rail, Changjinghuang high-speed rail, Anjiu high-speed rail, Hean High-speed Railway, Shanghai-Hefei-Hangzhou High-speed Railway and Zhengzhou-Fuzhou High-speed Railway projects, which made the high-speed railway network in Anhui Province more and more dense and promoted the economic and social development. The contribution of Conch Cement indicates that local enterprises have played an important role in supporting local infrastructure construction.

7、 Cement Network Video: Technical Transformation and Upgrading of Two Clinker Production Lines of Conch Cement

Conch Cement plans to upgrade the production lines of its two subsidiaries. The specific scheme is as follows: the two production lines of Shuicheng Conch Panjiang Cement Co., Ltd. are upgraded to 6000t/d, and the required capacity index is obtained through the reduction and replacement of Line 2 at the ratio of 1.5: 1; the one production line of Zunyi Conch Panjiang Cement Co., Ltd. is upgraded to 5750t/d, and the required capacity index is obtained through the reduction and replacement of Guizhou New Shuanglong Cement Co., Ltd. at the same ratio.

8、 Weekly Report of Cement Network: Monitoring Report of Cement Kiln Output in Gansu Province (10.7-10.13)

According to the cement kiln output monitoring report of Gansu Province (10.7-10.13), the average kiln opening rate of Gansu Province is 7.89%, which is 1.88 percentage points lower than previous year. The average shutdown time of 38 cement kilns was 6.45 days, an increase of 0.13 days from the previous month. The utilization rate of clinker production capacity was 7.23%, with a month-on-month decrease of 20.62%. Baiyin Shoulushan Cement Co., Ltd. ranked first with 36.9% of the output. On the whole, the output of cement in Gansu Province has decreased, and the shutdown time has increased slightly.

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Correlation

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What is happening in the cement industry?

2025-05-25 07:02:03

In 2024, the western construction [002302] realized business income of 20.347 billion yuan, a decrease of 11.01% over the previous year, and the net profit attributable to shareholders of listed companies was-263 million yuan, a decrease of 140.71% over the previous year.

2025-05-22 17:03:59

The company can produce 2.5 million tons of high-quality cement and 1.8 million tons of clinker annually. In the first quarter of 2025, the output value reached 9.679 million yuan, an increase of 20% over the same period last year.