Unreasonable capacity replacement touches the red line of prohibiting new cement clinker production capacity

2025-11-05 11:53:02

The policy red line of strictly prohibiting new cement clinker production capacity is very clear in the industry. The Ministry of Industry and Information Technology explicitly requires that cement clinker projects with new production capacity be strictly prohibited from filing. If it is really necessary to build or rebuild, it is necessary to formulate a capacity replacement plan and implement equivalent or reduced capacity replacement.

The policy red line of

strictly prohibiting new cement clinker production capacity is very clear in the industry. The Ministry of Industry and Information Technology explicitly requires that cement clinker projects with new production capacity be strictly prohibited from filing. If it is really necessary to build or rebuild, it is necessary to formulate a capacity replacement plan and implement equivalent or reduced capacity replacement. In August

2018, the Ministry of Industry and Information Technology and the General Office of the Development and Reform Commission jointly issued the Notice on Serious Capacity Replacement and Strict Prohibition of New Capacity in Cement Flat Glass Industry. According to the Notice, provincial industrial and information authorities should update and announce the list of cement clinker and flat glass production lines in the region on an annual basis, and carefully examine the capacity replacement plan accordingly.

The list of provincial and municipal cement clinker production lines is the account book of cement clinker production capacity. In a narrow sense, if the capacity in the account book is not increased for no reason, it can prove that there is no new capacity. Broadly speaking, the production capacity of the main equipment in the production line on the account book may be seriously out of line (unreasonable) with the production capacity of the record (approval), the production capacity of cement clinker whose energy efficiency fails to meet the requirements of the benchmark level of the current edition of the Benchmark Level and Benchmark Level of Energy Efficiency in Key Industrial Areas, and the production capacity whose emission permit has not been obtained according to law or whose permit has expired; Cement clinker production capacity without cement product production license or expired license, cement clinker production capacity that has been shut down for two or more consecutive years since 2013 (commonly known as zombie production capacity), or cement clinker production capacity that has been running for less than 90 days per year for two consecutive years since 2024, etc. If these production capacities are included in the list, and if they are revived into solid production capacity through capacity replacement, they should be regarded as new production capacity, touching the red line of prohibiting new cement clinker production capacity. As for the self-compliance of zombie production capacity, there is no policy restriction at present.

Recently, the competent department of a northern province announced the announcement of two cement clinker production line projects to supplement capacity replacement schemes. The output capacity is transferred to a Φ4.0 m cement clinker production line. According to the provincial inventory, the line was established in May 2007. At that time, the production capacity approved by the provincial investment authorities was 4000t/d. It is obvious that the production capacity of the main equipment of the production line is seriously out of line with the approved capacity (at that time), and the approved capacity is out of line. Can production line really produce 1.2 million tons of clinker annually after it is put into operation? I'm afraid no one in the industry can believe it. There are two production lines

used to supplement the production capacity, one Φ4.8 m clinker production line is transferred to 3000 t/d, and 2000 t/d is supplemented according to 1.5: 1. A Φ4.8 m clinker production line was transferred 1000 t/d, and 667 t/d was supplemented according to 1.5: 1. The clinker production line with a kiln diameter of Φ4.0 m has transferred 1.2 million tons of clinker production capacity per year through the project's supplementary capacity replacement scheme. Compared with the normal Φ4.0 m production line, the production capacity of 300000 ~ 450000 tons of clinker per year is increased. It is converted to 200,000-300,000 tons/year through decrement replacement. That is to say, in fact, the clinker production capacity of 200,000 ~ 300,000 tons/year has been increased, which is equivalent to 667 ~ 1000 t/d clinker production capacity.

Perhaps some people will suggest that the capacity replacement method stipulates that the amount of capacity used for replacement shall be determined strictly according to the capacity specified in the project filing (approval) documents. Since the capacity approved by the Provincial Development and Reform Commission at that time was 4000 t/d, is it inappropriate to carry out capacity replacement according to this capacity? Here I would like to ask, what is the purpose of capacity replacement? New production capacity is strictly prohibited. Now, in fact, new production capacity has been added, which is of course inappropriate. Could it be that the local authorities did not intervene, or even jointly planned with the enterprises?

For those who know that the approved production capacity is unreasonable, but also put this unreasonable production capacity on the coat of legal capacity replacement, and implement capacity replacement, resulting in de facto new production capacity, it can be concluded that the capacity replacement has touched the red line of strictly prohibiting new cement clinker production capacity.

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The policy red line of strictly prohibiting new cement clinker production capacity is very clear in the industry. The Ministry of Industry and Information Technology explicitly requires that cement clinker projects with new production capacity be strictly prohibited from filing. If it is really necessary to build or rebuild, it is necessary to formulate a capacity replacement plan and implement equivalent or reduced capacity replacement.

2025-11-05 11:53:02

From November 3 to 4, the 8th China Enterprise Forum was held in Beijing under the joint guidance of SASASAC of the State Council, the All-China Federation of Industry and Commerce and Xinhua News Agency. The forum released the Top 100 List of Brand Value of Chinese Enterprises in 2025, and China Building Materials Group Co., Ltd. ranked 61st with a brand value of 120.722 billion yuan.