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".
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.
How to meet the "new deal of carbon emissions"?
"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.
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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