With the first expansion of the national carbon emission trading market (referred to as the "national carbon market"), the cement industry is facing a "big test" of carbon costs. Conch Cement , Tianshan Stock, Tapai Group and other leading enterprises said they were "well prepared".
"The formal incorporation of the cement industry into the national carbon market is of great positive significance for speeding up the removal of inefficient production capacity and promoting the high-quality development of the industry." Li Kunming, a cement analyst at China Cement Network Cement Big Data Research Institute, said bluntly. In the view of
industry insiders, the "Work Program of the National Carbon Emission Trading Market Covering Steel, Cement and Aluminum Smelting Industries" (hereinafter referred to as the "Work Program") has little impact on the cement industry as a whole in the short term, but cement enterprises need to advance the layout of compliance management, technical reserves and market strategies, so as to achieve the goal. To cope with the gradual tightening of carbon constraints in the later period. In the medium and long term, the introduction of carbon trading mechanism will accelerate the withdrawal of inefficient production capacity in the cement industry, promote enterprises to accelerate the application of low-carbon technology and green transformation, reconstruct the industry competition pattern and industrial structure, and enterprises with energy efficiency advantages and carbon management capabilities will gain long-term competitiveness.
Step by step implementation of the industry to accelerate the reshaping of
cement into the national carbon market, what is the impact? "Overall, the cement industry into the carbon market has more advantages than disadvantages, although it increases the investment of enterprises, but it is conducive to promoting capacity clearance and industry concentration." Conch cement related responsible person said.
"The incorporation of the cement industry into the carbon market will have little impact on the cost in the short term, and will have a significant impact on the production and operation of cement enterprises, data control, transaction costs, energy saving and carbon reduction investment in the medium and long term." Tianshan shares also said in the reception agency survey that with the carbon quota from basically meeting to tightening and reducing, stricter policies and higher standards will effectively promote the industry to reduce production capacity, thereby affecting competitiveness and supply and demand pattern.
According to the work plan, the quota for 2024 will be allocated based on the verified actual carbon emissions, and the quota for 2025 and 2026 will be allocated based on the idea of carbon emission intensity control. Because there is no emission limit, the advanced enterprises will be encouraged to produce more and the backward enterprises will produce less, and the quota surplus rate of each cement enterprise will be controlled within a certain range. The overall quota profit and loss of the industry is basically balanced, with little impact. "The first year of the transition period is based on the existing quota, and the second year is based on the emission intensity quota of the previous year, which has less impact on production." Relevant person in charge of Tapai Group said.
Li Kunming said that 2024 to 2026 is the initial implementation stage, with the main objectives of consolidating the basis of carbon emission management and promoting enterprises to familiarize themselves with market rules. After 2027, it is the stage of deepening and perfecting the carbon market, and the way of carbon quota will also change from intensity control to "double control" of total amount and intensity, which will force the cement industry itself to speed up the research and development of low-carbon technology, promote the continuous decline of carbon emission intensity, and the long-term decline of demand. And is objectively beneficial to that realization of the goal of cement carbon neutralization. How to Meet the "New Deal of Carbon Emissions" with Adequate
Preparation and Active "Preparation"
? Li Kunming suggested that enterprises should work in a "three-pronged approach" from the production side, management side and market side to improve energy efficiency, increase investment in technology, establish professional teams, strengthen accounting and monitoring, and use financial instruments to actively participate in the market.
"Conch Cement has been actively responding to the incorporation of the cement industry into the carbon emission trading market and has made full preparations in advance, adhering to the principle of" carbon reduction at the source, carbon reduction in the process and carbon sequestration at the end ", continuously increasing green low-carbon investment, and gradually promoting the company's green low-carbon transformation." Relevant person in charge of Conch Cement said that the company will vigorously carry out research and development and application of key technologies in raw material substitution, energy substitution, low-carbon cement and carbon capture. The relevant person in charge
of Tapai Group said that according to the carbon emission policy, the company has formulated perfect management measures, considered production and sales as a whole, strengthened carbon emission planning and management, promoted the application of advanced technology, and implemented low carbon at the source, carbon reduction in the process and carbon removal at the end. One is to implement the energy-saving and carbon-reducing transformation of the kiln tail system of 5000t/d production line, which reduces the standard coal consumption per ton of clinker . The other is to build pure low-temperature waste heat power generation in all production lines, which makes full use of the waste heat power generation in the clinker production process; Third, the project of co-processing solid waste in cement kilns has begun to take shape, and has made great breakthroughs in carbon reduction; fourth, we have made every effort to promote the construction of photovoltaic new energy projects.
Conch Cement, Huaxin Cement and Tianshan Stock are also actively preparing for carbon trading from the management side. It is reported that Tianshan Stock Company has set up a "double carbon" management department, established a headquarters and regional "double carbon" management structure, strengthened the system construction, mainly including carbon trading management system, data management system and carbon emission reduction project management system, and formulated and implemented the implementation plan of carbon peak carbon neutralization work, planning source carbon reduction, process carbon reduction, end carbon sequestration and the whole process of carbon management.
Conch Cement has also actively participated in the pilot carbon market performance transactions in Guangdong and Chongqing, taking the lead in building a "double carbon" interconnection platform suitable for cement production in the industry, jointly with the Shanghai Environmental Energy Exchange to carry out carbon market capacity-building training, develop and reserve carbon assets such as CCER, and build a "double carbon" platform for cement production. Accumulate experience for accessing the national carbon emission trading market.
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