On July 2, the General Office of the National Development and Reform Commission and the General Department of the National Energy Administration jointly issued the Notice on the Weight of Responsibility for Renewable Energy Power Consumption in 2025 and Related Matters (hereinafter referred to as the Notice), which issued the weight of responsibility for renewable energy power consumption in 2025 and 2026 and the proportion of green power consumption in key energy-using industries.
The Notice stipulates that on the basis of increasing the proportion of green power consumption in electrolytic aluminium industry in 2024, the proportion of green power consumption in steel, cement, polysilicon industry and new data centers in national hub nodes will be increased in 2025. In 2025, the proportion of green electricity consumption in the cement industry of each province will range from 25.2% to 70%. In 2025 , all provinces (autonomous regions and municipalities directly under the Central Government) will assess the completion of the proportion of green power consumption in the electrolytic aluminum industry, and only monitor but not assess the completion of the proportion of green power consumption in steel, cement, polysilicon and new data centers at national hub nodes.
At the same time, the weight of renewable energy power consumption responsibility issued in 2025 is a binding indicator, according to which the provinces (autonomous regions, municipalities directly under the Central Government) are assessed. It can be seen
from the attached table of the document that the proportion of consumption of the cement industry in each province in 2025 is different, the lowest is 25.2% in Fujian Province, and the highest is 70% in Sichuan, Yunnan and Qinghai provinces; the proportion of consumption in 2025 is generally increased by 1% and 2% compared with that in 2025. Further increase in the proportion is not excluded in the future.
Following the incorporation of the cement industry into the national carbon emissions trading market on March 26, 2025, the proportion of green electricity consumption was forced. The consumption proportion of each province in 2025 and 2026 is shown in the following table:
What is the impact of the cement industry's inclusion in the compulsory green electricity consumption proportion on the cement industry, and how should the cement industry deal with it?
I. Impact on cement industry.
1. Increase the production cost of cement industry.
Although the document requires that the proportion of green power consumption in the cement industry be monitored and not assessed in 2025. It means that cement enterprises will not be forced to buy green certificates in 2025, but according to the experience of electrolytic aluminium industry, compulsory assessment will begin in the second year, which means that the cement industry will definitely be included in the compulsory assessment in 26 years, and because of the compulsory assessment requirements for governments at all levels. It is the binding index of the local government, and the provinces (autonomous regions and municipalities directly under the Central Government) are assessed according to it. Therefore, the local government will force the cement enterprises to implement it, and they must purchase the green certificate according to the required proportion.
According to the current price of each green certificate between 5-8 yuan, each green certificate contains 1000 kilowatt-hours of electricity, which is converted to 0.5-0.8 cents per kilowatt-hour. According to the calculation of about 50 kilowatt-hours of purchased electricity per ton of cement in the cement industry (deducting the self-use of waste heat power generation), the proportion of green electricity is calculated according to 39%, which increases 9.6 cents and 15.5 cents per ton of cement. Although it is not much at present, according to the annual output of 1.824 billion tons of cement in the cement industry last year, the annual cost increase is between 175 million and 283 million. If the cost of green electricity continues to rise, the cement industry needs to pay more costs, which is worse for many cement enterprises with serious losses.
2. Increase the management cost of the enterprise.
Like carbon emissions trading, the state also has a special platform for green certificate trading, which also requires account opening, trading, performance and other processes. Enterprises should also arrange special personnel to take charge of this matter, calculate the purchase of green electricity, keep a close eye on the fluctuation of green electricity prices, and purchase green certificates in time, all of which increase the management costs of enterprises.
3. The advantage is that green power consumption certification can be carried out to expand the influence of enterprises.
Enterprises can carry out green power consumption certification and issue corresponding green power consumption labels to products, which is conducive to improving the public's awareness of green consumption, improving the brand reputation of enterprises, expanding the influence of enterprises, and making export enterprises more competitive.
2. Countermeasures for cement enterprises.
Since the policy has been promulgated, as an enterprise can only passively implement, we should learn the relevant document requirements, seek advantages and avoid disadvantages, and use rules to reduce the impact on enterprises. As a cement enterprise, the following measures should be taken:
1. Carry out technological upgrading and transformation, do everything possible to reduce power consumption, and reduce the amount of electricity purchased from the grid.
Energy saving and consumption reduction has always been an eternal topic in the cement industry. It is a cost-saving measure to try to reduce the electricity consumption per unit product and reduce the cost of purchasing electricity. In addition, the policy calculates the proportion of green power consumption based on the power consumption purchased from the grid, so the lower the power purchased from the grid, the fewer green certificates needed to be purchased.
2. Cement enterprises carry out the construction of photovoltaic power generation, wind power and energy storage integration projects. In the past two years, more and more cement enterprises have begun to build photovoltaic power generation and energy storage projects due to the impact of the
current cost reduction of photovoltaic power generation, wind power and energy storage, as well as the abundant site resources such as storage sheds and mines in the cement industry, and the large electricity consumption of cement enterprises. Among them, Conch Cement has carried out wind power project construction in Jining and Pingliang bases, and built a zero-purchase power plant in Jining base. After realizing zero external power purchase, enterprises do not need to purchase green certificates. Therefore, cement enterprises can build photovoltaic power generation, wind power and energy storage projects according to their own actual situation to reduce the amount of electricity purchased from the grid.
3. Learn and understand the policy in time, and designate a special person to follow up.
As a new policy, enterprises should organize personnel to learn, understand and understand the policy thoroughly, and learn the rules of registration, transaction and write-off of China's green power certificate trading platform, understand the fluctuation of green certificate prices, buy in time, and maximize the interests of enterprises. Large enterprises suggest training more than one relevant personnel at the same time.
Summary:
According to the Notice, the cement industry has clearly stipulated the proportion range of green power consumption in 2025 and 2026. Although the Notice stipulates that only the proportion of green power consumption in cement industry will be monitored in 2025 and no assessment will be carried out for the time being, it will be included in the assessment system in 2026. The policy reserves one year to guide cement enterprises to fully and accurately understand the spirit of relevant policy documents, and to study and master the rules of registration, transaction and performance related to green certificate transactions. Enterprises need to combine their own actual situation, seek advantages and avoid disadvantages, work hard to reduce the production cost of cement ( clinker ), win the peers in the current industry development trend, and achieve better survival and development of enterprises.
At present, the cement industry is facing the double test of energy saving, environmental protection and industrial intelligence upgrading. In order to implement the relevant policy requirements and accelerate the green low-carbon transformation and high-quality development of the cement industry, China Cement Network is scheduled for September 23-24. The 14th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference and the 5th Intelligent Summit Forum were held in Zibo, Shandong Province. This conference will bring together industry experts, enterprise representatives and many industry stakeholders to gather group wisdom and promote energy-saving, environmental protection and intelligent transformation and upgrading of the cement industry.
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