On March 20, the Ministry of Ecology and Environment issued the Work Program of the National Carbon Emission Trading Market Covering Steel, Cement and Aluminum Smelting Industries, requiring the cement industry to complete its first performance by the end of 2025, and gradually tighten carbon quotas to give full play to the role of the carbon market.
On April 15, the Ministry of Ecology and Environment issued the Notice on the Work of the National Carbon Emission Trading Market in 2025, which stipulates that units with annual direct emissions of 26000 tons of carbon dioxide equivalent from power generation, steel, cement and aluminium smelting industries should be included in the list of key emission units. In the view of
industry insiders, the successive carbon emission trading schemes have 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 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.
"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.
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"? 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.
In order to accelerate the realization of the "double carbon target" and actively promote the green and high-quality development of the industry, China Cement Network will hold the "2025 China Cement Double Carbon Conference and the 13th Energy Conservation and Environmental Protection Technology Exchange Conference" on May 27-28, 2025. At the same time, the release ceremony of "2025 ESG Ranking List of Cement Industry" was held . This conference will bring together industry elites and multi-resources to provide all-round support for the industry in terms of technology, policy landing and resource docking.
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