Recently, a supplementary capacity plan for 4.8 * 74m clinker production line of a cement enterprise in Northwest China was released. The design capacity of the production line is 4500t/d (the design capacity refers to the design capacity of the original filing or approval documents, as well as the following), and the supplementary capacity is 2500t/d. It means that the actual overproduction capacity is at least 55.56% .
Similar situations are not uncommon in the capacity replenishment schemes recently released by various places.
For example, a 4,000t/d clinker production line in a central province supplements 2,166 t/d production capacity, with a supplement ratio of 54.15%; a 4,000t/d clinker production line in northeast China supplements 2,000t/d production capacity, with a supplement ratio of 50%; A 5500t/d clinker production line in a province in the central and southern region supplements 3300 t/d production capacity, and the proportion of supplementary production reaches 60% .
As for the production line with the proportion of supplementary production between 30% and 50%, that is even more.
As early as 2009, the State Council approved the Circular on Several Opinions on Restraining Overcapacity and Redundant Construction in Some Industries and Guiding the Healthy Development of Industries (Guofa [2009] No.38), which was submitted by the Development and Reform Commission and other ten departments, namely the famous "No.38 Document" in the cement industry, in order to curb the momentum of overcapacity in cement industry.
Now, in the past 16 years, the problem of excess cement production capacity in China has not been solved, but has become more and more serious, and the serious problem of overproduction is an important reason .
On the one hand, due to well-known reasons, the actual capacity of the production line built in the early stage does not match the design capacity, and some production lines seriously exceed the design capacity, such as the 4500t/d production line mentioned above, the actual capacity exceeds 50%.
On the other hand, after the implementation of the capacity replacement method, the nominal reduction replacement (partial equivalent replacement) seems to reduce the total capacity, but the serious overproduction problem of the new line weakens the reduction effect, and some production lines even increase the capacity in disguised form. It has also revived a large number of "zombie production capacity" . For example, some enterprises merge several 1000t/d, 1500t/d or even vertical kiln lines to build a new line, and the capacity of the new line is seriously higher than design capacity. Many production lines have made great efforts to overproduce and store during the non-staggered peak production period, so that they can "flow slowly" during the staggered peak period, which also aggravates the overcapacity to a certain extent.
May I ask, how can such overproduction be put into practice! With such overproduction, how can production capacity not be excessive?
More interestingly, with the help of the policy of supplementing production capacity, these clinker lines, which have seriously exceeded the design capacity and have been running for many years, have been "corrected" grandly. And such a large-scale change in production capacity, only a paper announcement, as for its project construction conditions, resource and environmental elements guarantee, project construction technology program, equipment program, production and operation program, security program and other feasibility studies are not involved at all.
Many places are also aware of the serious problem of overproduction, and promote the organization of production according to the record capacity, but the capacity base is too large, coupled with the continuous decline in demand, to resolve the overcapacity has come to the point that it is necessary to take drastic measures!
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