Recently, President Zhou Yuxian of the Cement Association put forward six suggestions at the Symposium on the high-quality development of the cement industry in the three provinces and one region of Pan-Northeast China, namely, to actively explore the establishment of a market-oriented capacity withdrawal fund to promote a long-term rational, orderly and stable market-oriented capacity withdrawal. When it comes to the concept of capacity withdrawal fund, it is not unfamiliar in the industry. As early as nine and a half years ago, in May 2016, the General Office of the State Council issued the Guiding Opinions on Promoting the Steady Growth of Building Materials Industry, Adjusting Structure and Increasing Benefits. In improving the support policy, it is proposed to explore the joint establishment of special funds for industrial restructuring by large-scale backbone cement enterprises and flat glass enterprises in accordance with the principle of who benefits and who pays, which is dedicated to rewarding and subsidizing the production capacity of voluntary withdrawal.
As far as the fund is concerned, there is no special policy that can be financed from the cost of the enterprise, and in principle, it can only be raised from the profits of the enterprise, which may not be very willing to touch. For more than nine years, this exploration has been in the process of exploration and frozen without any progress. On the contrary, the implementation of peak staggering production in the Guiding Opinions is very effective. During the heating period in heating areas, the peak-shifting production of cement clinker (including the use of carbide slag) should be tried out in an all-round way, and the peak-shifting production of cement clinker plants in other areas should also be carried out during the Spring Festival and in hot summer days. In practice, there are no restrictions. Many regions have implemented 65 + N in one quarter. Rigid and normalized production is in full swing. Capacity removal and output removal are like two days of ice and fire.
Under the strong output and market demand, the profit has reached a new high. Under such conditions, we can be leisurely and skillful, and set up a fund to reduce production capacity. But in fact, enterprises are focusing on upgrading inefficient production capacity, expanding clinker storage capacity and improving competitiveness. Never let go of 1:1 replacement, even if part of the production capacity needs to be reduced. Because, there is productivity-kiln diameter conversion cover, the kiln diameter in the actual production of large overproduction space! Believe it or not, in the current compliance supplementary capacity, the capacity of φ4.8m kiln is 5000t/d according to the conversion table, and it is not a case that the capacity is 6500t/d in the supplementary capacity. Circumstantial evidence (before the New Deal) shows that the reduction due to replacement can be fully compensated from production. After
the industry's continuous record profits, everyone knows that the market demand will appear turning point, under the huge profits, no one wants to see, nor do they want to see the turning point appear immediately. Until the market is not controlled by human will, demand begins to decline rapidly, and then corporate profits decline rapidly, it is in a hurry, rolling and crawling to think about capacity. A good window period for capacity removal has been missed.
Now President Zhou, the industry leader, has resumed actively exploring the establishment of a market-oriented capacity withdrawal fund, which should be carefully considered, and I believe that it is necessary to explore the truth, not just talk.
Of course, it is better to explore an effective and operational way to set up a market-oriented capacity withdrawal fund. However, since it is an exploration, it is also possible to find that the implementation path is difficult and the feasibility is poor, so we can also find another way to explore other effective ways to reduce production capacity. In short, the industry is aware of the urgency of capacity reduction, and can not always turn around in situ. In another five years, Chang'e will fly to the moon to explore by 2030. If the production capacity can not be explored in another five years, it is really unpromising!
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