According to the annual report of Conch Cement 2024 and ESG report, by the end of 2024, the company had 274 million tons of clinker production capacity and 403 million tons of cement production capacity. Aggregate production capacity 1.
In 2024, the sales volume of cement + clinker products of the Company was 268 million tons, representing a year-on-year decrease of -6%, the price per ton was 246 yuan, representing a year-on-year decrease of -10.1%, the cost per ton was 187 yuan, representing a year-on-year decrease of -8.7%, and the gross profit per ton was 59 yuan, representing a year-on-year decrease of -14.39%; The comprehensive cost of cement clinker in 2024 is 204.97 yuan, which is 17.72 yuan lower than 204.97 yuan in 2023, and 8.
. Decrease from 0.827 in 2023.
Water consumption intensity per unit clinker (clinker process) in 2024 is 0.
Conch Cement also uses the following new technologies to reduce production costs in 2024, which is worth learning from peers:
photovoltaic power generation. Conch Cement has strived to develop photovoltaic power generation, wind power generation and biomass power generation in recent years to save costs. As at the end of the reporting period, the installed capacity of photovoltaic power generation devices in operation was 645 MW, and photovoltaic power generation devices under construction were 318.1 During the reporting period, a total of 373 million kWh of self-generated photovoltaic power was used, and 105.2
. As of the end of the reporting period, 61 subsidiaries of Conch Cement used alternative fuels, with a total annual consumption of 3.57 million tons, accounting for about 13% of the estimated coal consumption. It is planned that the proportion of alternative fuels will reach 15% of raw coal by 2030. Compared with 53 subsidiaries using alternative fuels last year, the number of subsidiaries using alternative fuels has increased by 8, and the proportion of coal use has increased from 8% to 13%, an increase of 5 percentage points. With the help of Conch Cement's technical advantages and strong engineering transformation capabilities, alternative fuel projects have been rapidly promoted and used in Conch Cement. Energy-saving transformation of
equipment. During the reporting period, a total of 9 production lines were upgraded to improve comprehensive energy efficiency. At the same time, a number of equipment transformation projects have been promoted, including six-stage preheater transformation, external circulation cement vertical mill system transformation, roller press hyperbolic transformation, equipment frequency conversion energy-saving transformation, permanent magnet direct drive motor upgrading and transformation, all of which have achieved good energy-saving results. Application
of coal-burning accelerant. We are actively using coal to promote the application of technology and improve the efficiency of fossil fuel use. As at the end of the reporting period, the Company had promoted the use of coal accelerant in 24 production lines of 21 companies including Tongling, Digang and Chizhou. During the period of use, the standard coal consumption per ton of clinker decreased by an average of approximately 2.
. Through the transformation of oxygen-enriched combustion, high-concentration oxygen-enriched is successfully produced and precisely transported, while realizing plateau production, the combustion efficiency of pulverized coal is significantly improved, thus reducing coal consumption. Application of
new thermal insulation materials. Jointly with USTC, successfully publicizing the technology of high temperature insulation aerogel nanomaterials, and applying it to the thermal system of cement kilns, significantly reducing heat loss. At present, it has been used in many companies, the shell temperature of the trial part has been greatly reduced, and the standard coal consumption per ton of clinker has been reduced by about 0.
The forward-looking layout of green travel has led the new trend of industry transformation. Conch Cement has shown a forward-looking layout in green travel, and has taken the lead in introducing new energy vehicles as production and operation guarantee vehicles in Zhejiang and Guizhou regional headquarters. During the reporting period, 455 new energy vehicles were added, saving 8.88 million yuan in economic costs and 1186 tons in fuel consumption. As at the end of the reporting period, there were 1,442 new energy vehicles in total. In addition, by actively promoting the electrification of logistics transport vehicles and mining engineering vehicles, planning and constructing new energy charging pile projects, and embracing the concept of new energy and low carbon, as of the end of the reporting period, 26 companies have deployed electric production and operation vehicles, with a total of 129 charging piles installed, jointly contributing to green and low carbon travel. During the reporting period, 33 new electric mine cars were put into use. As of the end of the reporting period, there were 119 electric mine cars in operation in 26 subsidiaries.
Carbon offset and carbon trading. During the reporting period, our emission control subsidiaries in Guangdong Province and Chongqing Municipality completed the annual carbon quota delivery on time, and actively sold the rich carbon quotas. During the reporting period, we sold 680,000 tons of quotas and gained a profit of 35.75 million yuan.
Environmental protection transformation – Desulfurization technical transformation: During the reporting period, the Company completed the wet desulfurization technical transformation of 3 clinker production lines and continued to promote the wet desulfurization technical transformation of 1 clinker production line. As of the end of the reporting period, a total of 43 clinker production lines have completed the technical transformation of supporting wet desulfurization projects. After the technical transformation, the average emission concentration of sulfur dioxide can be controlled within 35mg/Nm3.
Environmental protection transformation – Denitrification technical transformation: During the reporting period, the Company completed the SCR denitrification technical transformation of 13 clinker production lines, and continued to promote the construction of SCR denitrification technical transformation of 3 clinker production lines. As at the end of the reporting period, the Company completed the SCR denitrification technical transformation of 94 clinker production lines in total. After the technical transformation, the average emission concentration of nitrogen oxides can be controlled within 50 mg/Nm3. Cement kiln co-processing technology is
used to help suppliers consume solid waste resources. Conch Cement actively cooperates with major suppliers to promote the effective use of solid waste resources. During the reporting period, we established a cooperative relationship with Tongling Nonferrous Metals, Wuhu Huajun and other enterprises for the direct supply of solid waste resources, and assisted in the consumption of 57.68 million tons of industrial solid waste, which not only brought significant economic benefits to the Company, but also made positive contributions to the waste disposal of non-ferrous metals, power and other industries. During the reporting period, we jointly disposed of: 1.558 million tons of other general solid waste, 449,000 tons of domestic waste, 667,000 tons of sludge, 1.2185 million tons of hazardous waste, total amount: 389.
Conch pallet bagged cement was put on the market. At the beginning of 2024, Conch Cement's first robot package and plastic tray bagged cement project was successfully put into operation in Taicang, Jiangsu Province. This is a "new product" generated by Conch in order to better meet market demand and reduce the cost of end customers and explore a new sales model of bagged cement. The project is jointly developed and designed by Taicang Conch and Conch Zhongnan. Through the use of intelligent robots, a certain number of bagged cement is stacked on pallets and wrapped with plastic film to change the "small package" into an intensive delivery mode of "large package". The project improves the efficiency of loading and unloading. Taking the bagged flatbed truck with a load of 30 tons as an example, the traditional manual loading and unloading takes 2 hours (equipped with 2 workers), while the pallet loading and unloading can save at least half of the time. At the same time, it can reduce the problems of broken packages and disordered packages in the process of manual loading and unloading, and improve the safety and controllability of the operation. The overall packaging film of the pallet can reduce the dust during transportation and loading and unloading, and reduce the impact on the surrounding environment. It can resist the damage of rainwater weather to the quality of cement during open-air storage. Since the Taicang project was put into operation, it has been actively promoted by more than 30 regional subordinate units such as Hunan, Guangdong, Guangxi and Jiangxi, and has been highly concerned and supported by customers.
Smart mine construction and digital transformation. We attach great importance to the construction of smart mines and continue to promote the digital transformation of mining in order to achieve the goal of unmanned operation of the whole process of cement mines. As of the end of the reporting period, Conch Cement has built a total of 50 intelligent mines, and completed the construction of digital mine system in 45 companies in 15 provinces across the country, with the online rate of the system reaching 100%, and all links have achieved stable operation. Through practice, the construction of smart mines can improve production efficiency by 10%, and significantly reduce the consumption of diesel, tires and other resources. Digital technology plays a key role in ore quality control, efficient utilization of resources and green low-carbon development. Unmanned mine car driving system
in open pit mine. As an important part of mine intelligent construction, Conch Cement Open-pit Mine Tramcar Unmanned Driving System integrates cutting-edge technology, constructs low-latency communication network, realizes the whole process of "loading-transporting-unloading" unmanned operation, and lays a solid foundation for building a safe, green and reliable intelligent mine production mode. The system was selected as the top ten typical demonstration application scenarios of Intelligent Network United Automobile in Anhui Province in 2024. As of the end of the reporting period, the system has been in stable operation in the mines of Wuhu Conch, Tongling Conch and Baimashan Cement Plant, and has been popularized and applied in 6 subsidiaries. According to the needs of actual scenarios, we continue to optimize and upgrade the driverless system to enhance its adaptability to special environments. In 2024, Haibo Technology, a subsidiary of the Company, cooperated with Beishan Mining and Jinneng Mining, and achieved the first application of the driverless solution of "Conch Intelligent Mine" in the field of open-pit coal mines. The first demonstration line of low-carbon cementitious materials
in China has been successfully put into operation, creating a new era
of green low-carbon and cooperating with Xi'an University of Architecture and Technology to develop new low-carbon cementitious materials. The key technologies for the preparation of active materials, the design and optimization of low-carbon cementitious materials, the performance of low-carbon cement with low clinker, and the carbon reduction benefits of high-performance cement with low clinker were studied. Relevant research has formed a new production process of low-carbon cementitious materials, and the first demonstration line of low-carbon cementitious materials in China has been built in Fenghuangshan Company, which has been completed and put into operation in November 2024. By coupling the activated calcination of coal gangue with the cement production system, the cement kiln system is used to realize the suspension and self-heating calcination of coal gangue, which can produce low-carbon cementitious materials every year. 6.
Summary: Conch Cement has been known for its strict management and advanced technology in the industry. In recent years, it has vigorously developed green electricity and alternative fuels. Continuous energy-saving technological upgrading of cement production lines, coupled with the extremely low cost of self-owned limestone mines and the decline in coal prices and other factors, led to a larger decline in cement costs in 2024. Only in this way can we have the strength to compete in the sales market and maintain a high proportion of industry profits in the context of a serious decline in industry profits.
At present, the demand for cement is declining seriously and the market competition is fierce. In the future, the competition of cement enterprises will eventually be the cost competition. We can reduce the cost and increase the efficiency of standard conch cement, so as to occupy a favorable position in the market competition and avoid being eliminated by the market.
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