工信部副部长:水泥行业存在违规新增产能冲动

2019-04-18 10:52:38

王江平指出,当前原材料工业发展依然面临诸多内在问题的严峻挑战。一是部分行业产能过剩依然严重。目前,钢铁、水泥等行业去产能成效还不稳定,存在违规新增产能冲动。一些“僵尸”产能没有彻底除清,随时可能复产。

  “推进制造业高质量发展,核心是推动制造业从数量扩张向质量提高的战略性转变,通过实施创新驱动,实现传统企业和传统产业改造升级;通过供给侧结构性改革,推动产业结构优化升级;通过发展战略性新兴产业,发展更加适应市场需求的新技术、新业态、新模式等。”3月28日,2019年原材料工业座谈会在江苏省南京市召开,工业和信息化部党组成员、副部长王江平主持会议时指出,“原材料工业要在引领上多下功夫,建立体制机制,创造公平有序的市场环境,推动形成一批引领发展的优质企业。”

  高质量发展态势初步形成

  王江平介绍,2018年,原材料工业全年实现利润近2万亿元,占整个工业的29.8%,增速比整个工业高出19.7个百分点,拉动整个工业利润增长高达73.4个百分点。化解过剩产能方面,提前两年超额完成“十三五”确定的化解粗钢产能1.5亿吨的上限目标;电解铝产能利用率保持在80%以上。新材料发展方面,大飞机用7050全尺寸铝合金厚板、T700、T800级碳纤维、世界最薄0.02毫米不锈钢等关键新材料应用取得突破。结构调整方面,产业布局不断优化、产业集中度不断提高,污染物减排改善明显。2016年以来,京津冀地区削减钢铁产能4000多万吨,500多万吨铁和600多万吨钢通过产能置换方式转移域外。300多万吨电解铝产能转移至云南、内蒙等具备能源优势的地区。中铝、五矿、魏桥等海外资源开发投资进展顺利,境外权益铜矿、铝土矿产能分别超过180万吨、3000万吨。

  距高质量发展依然存在较大差距

  “原材料工业今年虽然取得长足进步,基本满足了国民经济和社会发展需要,但靠规模扩张谋发展的‘惯性思维’没有彻底改变,靠提质增效要效益的创新能力没有全面形成,扭曲生产要素配置的低水平‘僵尸’产能没有彻底清除,距高质量发展依然存在较大差距。”王江平指出。

  王江平指出,当前原材料工业发展依然面临诸多内在问题的严峻挑战。一是部分行业产能过剩依然严重。目前,钢铁、水泥等行业去产能成效还不稳定,存在违规新增产能冲动。一些“僵尸”产能没有彻底除清,随时可能复产。二是产品结构和服务质量短板明显。低端的同质化产品成群聚堆,高端的差异化产品凤毛麟角,许多量大面广材料质量的稳定性、可靠性和耐久性距下游的要求还有差距。产品服务大多还停留在一般产销对接和简单售后服务阶段。三是企业本质安全和园区管理水平亟待提高。目前,企业本质安全理念弱化严重,HSE管理(健康、安全与环境管理体系)分化严重,存在人员素质下降、设备老化、管理混乱等多方面问题。工业园区缺乏专业化管理体系、安全环保基础薄弱,硬件设施水平、管理机制构建等与国外先进水平有较大差距。这些问题不解决,极易导致事故发生,响水“3?21”事故充分说明了这个问题的严峻性。是绿色发展还不能满足生态环境需要。京津冀及周边地区钢铁、水泥、电解铝、焦炭产能远超环境承载能力,大气污染物排放量是全国平均的4倍左右是生产经营效率与国际先进水平相比还有差距。产业集中度低,企业数量多、小而散的问题比较严重。部分行业的智能制造进展缓慢,甚至机械化、自动化水平还比较低。

  “面对当前发展形势,要改变以往主要依靠要素投入的增长模式,转向更多依靠全要素生产率的提高,在保持一定增长速度的同时,开创发展质量效益明显提高、稳定性和可持续性明显增强的发展新局面。”王江平强调。

  高质量发展要做好“三个坚持”

  王江平认为,推动原材料工业高质量发展,要重点做好“三个坚持”。一是坚持以提高供给水平、促进本质安全和绿色发展为重点,提升发展质量。解决原材料工业发展质量不高的问题,关键是要实现低水平供需平衡向高水平供需平衡的跃升,实现产业发展与自然和谐共生。要推动形成优质高效多样化供给、促进提高本质安全水平、推进绿色发展和耦合发展。二是坚持以探索智能制造和完善合理空间布局为突破,提高发展效率。填平原材料工业发展的低效率洼地,关键是要通过信息化和工业化深度融合和组织结构优化,大幅提升企业生产经营效率。积极推进新一代信息化技术改造传统产业、完善合理空间布局、引导实施兼并重组。三是坚持以实现创新驱动和改变规模扩张发展为核心,增强发展动力。扭转原材料工业发展动力减弱的问题,关键是发展动力要从主要依靠资源和低成本劳动力等要素投入转向创新驱动,要努力提高创新驱动能力、彻底改变规模扩张的发展模式、处理好政府和市场的关系。

  “推进原材料工业高质量发展是一项系统性工程,要重点在‘巩固、增强、提升、畅通’八字上下功夫,以推动原材料工业从数量扩张向质量提升的战略性转变为核心,巩固‘三去一降一补’成果,增强创新发展能力,提升与自然和谐共融水平,稳步提高发展质量和效益。”王江平强调,2019年,原材料工业要重点做好四方面工作,一是巩固钢铁、水泥、电解铝等行业去产能成果;二是推动新材料产业发展,加大支持力度;三是抓好危化品企业搬迁改造;四是落实好行业管理责任,提高本质安全管理水平。

  对产能违法违规行为露头就打

  “2019年上半年,部际联席会议将对钢铁产能违法违规行为易发高发的重点省份,组织开展一次巩固化解成果‘回头看’,继续利用卫星遥感、电力监测、举报平台等手段,对产能违法违规行为保持露头就打的高压态势。”王江平指出,“对于发现的问题,要从源头查起,要从设计书上查问题,发现一起,查处一起。”

  王江平强调,各地政府要严格执行产能置换政策,严把产能置换关,进一步加强钢铁、电解铝、水泥玻璃等行业的产能置换审核把关和监督落实工作,确保产能置换和严禁新增产能既定政策执行到位。“今年,我部要在全国范围内对已公示公告的钢铁等行业产能置换方案开展专项抽查,对存在重复置换等弄虚作假行为,以及置换方案落实不到位的企业,依法依规实施联合惩戒,对相关责任人加大追责问责力度,强化负面警示,进一步巩固提升去产能成果。”王江平指出。

  王江平指出,巩固去产能工作要由全国性总量压减转向结构性优化调整。淘汰落后产能的关键是把僵尸产能淘汰掉,要把把处置“僵尸企业”作为去产能的重要抓手,加快实施整体退出、关停出清。要有序引导电炉短流程炼钢发展,重点在有环境容量、有市场需求、有废钢保障、钢铁产能相对不足的地区发展;在环境压力大、长流程炼钢集中的地区鼓励高炉转炉长流程企业转型为电炉短流程企业,最终形成合理的钢铁长、短流程布局结构。要继续推进京津冀地区等重点区域钢铁工业结构调整,明确能源消耗总量、污染物排放总量随钢铁产能跨地区转移的具体要求,进一步优化钢铁产能布局。进一步研究强化环保、土地、能源、水资源等要素的约束作用,促进京津冀等环境敏感地区钢铁产能向外转移,降低区域钢铁总量,优化空间布局结构。“到2020年,河北、天津要将本地区粗钢产能分别控制在2亿吨以内、1500万吨左右。”王江平强调。

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Liu Yan said that the situation of overcapacity in the cement industry will exist for a long time, and the control of production and capacity will also exist for a long time. In recent years, the industry has achieved some results in anti-involution and anti-vicious competition, with large enterprises leading and small and medium-sized enterprises working together as the key, but we must also be aware that the current industry ecology is still fragile, which requires long-term efforts of all parties to jointly maintain.

2024-11-15 19:53:46

Seeing the title, some people are sure to say: "This is not true. A few years ago, everyone in the cement industry ushered in six years of good times in the process of sharing happiness." Is this really the case? As a typical cyclical industry, the development of cement industry is full of ups and downs. From the past experience, when the industry encounters a low ebb, it is easier for enterprises to form a consensus and deal with challenges together; however, after the industry recovers, it is difficult to maintain this spirit of unity.

2024-08-20 16:27:06

We should strengthen industry communication and enterprise dialogue, abandon the Cold War mentality, not vicious competition, not "cheap" products, not "involution" marketing, consciously resist the use of low-price dumping, loss-making sales and other improper means, jointly create a fair and stable market environment and competition order, build a good industry ecology, and reduce waste of resources and environmental pressure.

2024-08-12 11:33:12

In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).

2024-07-23 16:45:00

Although merger and reorganization is the trend of the times, in practice, due to the existence of various complex factors, it is not easy to advance smoothly.

2024-07-09 15:55:36

From 2015 to 2022, the whole seven-year window period, the industry did not think about how to put the capacity into practice, but continued to increase the actual capacity through various means.

2024-07-04 09:19:12

In the future, Huaxin Cement will continue to take green development as the core, continue to increase investment in pollution reduction, carbon reduction, energy saving and consumption reduction, promote the national "double carbon" work with practical actions, and provide Huaxin samples for traditional industrial enterprises to practice the road of green sustainable development.

2024-05-16 10:58:59

Even from the above four aspects, it is still difficult to fundamentally solve the problem of excess cement production capacity in Henan. If orderly competition and cooperation can not be achieved, the competition between "advanced production capacity and relatively advanced production capacity" will eventually change into the confrontation between "advanced production capacity and advanced production capacity".

2024-05-13 15:30:38

From the perspective of policy purpose, peak staggering production and capacity replacement are indeed two important strategies for the supply-side structural reform of the cement industry, but why is it that after several years of development, the overcapacity of the cement industry has become more and more serious, and the effect of the supply-side structural reform of the cement industry has gradually disappeared?

2024-05-11 09:30:03

Disorderly competition will only lead to low-price competition, widespread losses, and "no food to eat when the table is lifted".

2024-04-18 16:59:35

Several years later, the capacity was effectively removed through market shuffling, and the capacity utilization rate of the cement industry returned reasonably. Perhaps it is the golden sentence of the cement industry, the world cement looks at China, China cement looks at conch!

2024-04-11 14:04:43

The cement industry must wake up quickly, abandon unrealistic illusions contrary to the law of market development, and take a more positive attitude to deal with the reality of overcapacity and intensified market competition.

2024-04-08 09:33:02

The key to determine the efficiency of the industry is the supply structure and enterprise behavior.

2024-04-07 16:00:37

Zheng Jianhui expects cement demand to decline by at least 3% in 2024.

2024-04-03 15:12:49

On March 29, the "2024 13th China Cement Industry Summit Main Forum and TOP100 Award Ceremony" was held grandly.

2024-03-29 18:00:30

Under the background of such a complex and severe cement market, how can the cement industry survive and develop next? The participants had a heated discussion.

2024-03-28 21:39:54

Pan Zhonghong, deputy general manager of Anhui Conch Cement Co., Ltd., said that the current situation of the industry is very anxious and we do not want to see it. The serious overcapacity and the sharp decline in demand have further intensified the contradictions in the industry.

2024-03-28 18:49:53

He Kunhuang, director and general manager of Guangdong Tapai Group Co., Ltd., said that the industry situation this year may be more difficult than last year. On the one hand, there is no sign of a rebound in real estate; on the other hand, affected by debt, some government infrastructure investment has been affected. In the long run, the demand for cement is likely to decrease in the next decade.

2024-03-28 16:47:32

Through policy support and administrative coordination, we will support 1 to 3 large enterprises of 10 million tons in each province, guide other enterprises to share the market and benefits according to their generating capacity, and then eliminate 1/3 of the production capacity by the large enterprises in a unified and balanced manner, so as to reduce the losses of the eliminated enterprises.

2024-01-24 09:36:27

Can the supply and demand of cement industry improve in 2024? Can prices be boosted? How will enterprises break the situation?

2024-01-23 09:30:22

Although the industry has created brilliance during the ten years of capacity removal, it has not really solved the problem of overcapacity in the end.

2024-01-15 11:05:10

2023年12月5日至7日,中国水泥协会会长高登榜专程赴福建省和广东省就水泥行业高质量发展情况开展调研。

2023-12-12 14:15:53

当前水泥行业利润下滑严重、市场态势低迷的情形,很大程度上是诸多市场参与者共同酿成的。

2023-11-19 11:38:25

虽然水泥需求总体是趋于大幅下降,但是水泥作为主要的基础建筑材料,在我们工业化、城镇化、现代化建设中发挥了重要作用,社会需要它,百姓需要它。我们应该对行业发展抱有正面的看法和态度,只要积极推进转型升级和创新发展,就一定可以更好融入和推动经济社会发展。

2023-10-09 16:01:14

水泥行业面临着哪些挑战和困难?未来的主要任务又是哪些?肖家祥分享了他的看法。

2023-08-23 18:01:23

上涨势头能够持续多久?后市行业利润表现又将如何?

2023-08-21 11:25:39

未来产线规模扩大及产能集中度将不断提高。

2023-08-19 09:54:15

马维平认为,当前水泥行业同2015年一样,都遭遇了经济的转型期,面对房地产、基建和整体经济态势的下滑,水泥需求萎缩,供需矛盾加剧,导致行业态势步入低谷,但是与2015年相比,当前行业还面临两大方面的不同。

2023-08-17 21:18:39

面临需求长期下行和双碳目标压力,“水泥行业应如何进一步深化供给侧结构性改革以实现高质量发展”是当前摆在行业面前迫切需要解决的问题......

2023-08-16 09:11:11

贵州水泥市场近几年的行情变动可以说是为当下全国水泥市场充当了“斥候”,面对困境,全行业更要树立以行业利益为优先的共识,否则迎来的只有无止境的亏损。

2023-07-23 13:49:18

水泥行业存在严重的产能过剩问题,碳排放成本的增加会使得较落后、高能耗的企业更容易出清或被并购,通过市场竞争,产能过剩问题有望得到缓解,行业资源将进一步优化。

2023-07-20 14:58:07

通过深入推进熟料综合能耗强度和能源消费总量的“双控”,实现供需平衡和有效减碳,既能促进节能减排,为地方政府的产业升级提供能耗指标“空间”,又能将供给侧结构性改革落地,为水泥行业真正去产能,还可为下一步的水泥行业进入全国碳交易市场和“碳排放双控”工作打好基础。

2023-07-03 09:56:20

需求持续萎缩、市场竞争加剧,水泥企业呼吁提高行业集中度。

2023-05-16 17:01:33

近日,中国水泥网走访四川省星船城水泥股份有限公司(以下简称:星船城水泥),四川省星船城水泥董事长陈铁军预计2023年四川水泥需求相比与去年持平或略有下降。

2023-05-06 15:49:58

过去一年,水泥行业面临的困难和挑战前所未有,作出的探索和努力前所未有。面对经济下行压力加大、疫情多发频发、市场需求走弱等多重超预期因素冲击,湖北水泥行业同舟共济、共渡难关,取得了来之不易的成绩。

2023-04-24 14:14:42

当前,我国水泥产能仍然过剩是不争的事实,能源成本高企也同样是企业无法立刻解决的难题。那么,在此背景之下,水泥行业将驶向何方?

2023-04-15 10:42:40

天山股份、海螺水泥、冀东水泥、华新水泥、华润水泥5家水泥龙头企业相继发布2022年公司年度报告

2023-03-30 09:36:08

3月15-16日,中国水泥网召开了“2023中国水泥产业峰会”,邀请业界领导、专家等共同探讨水泥行业发展方向,凝聚星火之力,推动行业高质量发展。

2023-03-27 11:36:53

3月15日,由中国水泥网举办的“2023中国水泥产业峰会”在杭州盛大召开。

2023-03-15 17:54:48

在需求急剧下降的背景下,水泥行业内焦外困。水泥行业如何重振雄风?水泥企业下一步如何生存与发展?围绕这两个议题,与会嘉宾进行了热烈探讨。

2023-03-14 23:17:32

近年来,我国水泥产能过剩问题十分严重。

2023-03-08 09:33:55

近日,河北一水泥企业表示:“错峰生产仍是目前抑制产能过剩最有效的方法。”

2023-02-15 21:17:32

如何避免当前这种碰撞令市场陷入深渊?笔者认为,水泥企业、市场管理者、上下游企业等多方市场参与者应冷静思考,携手维护行业生态,在 2023 年重新形成共识,再度发挥提质增效的全国性引领作用。

2023-01-16 09:01:00

只要市场有需求,就存在利润空间,资本就有可能涌入淘金。新的进入者自信凭借竞争优势能挤压原有参与者的市场空间,但市场需求不能一直保持增长,市场在过剩之下,可在竞争中实现供需的动态平衡,包括淘汰出局。

2022-10-27 10:31:07

改革开放后,我国工作重心转移到经济建设上来,水泥工业得以蓬勃发展,水泥产量也急速攀升。1982年我国水泥总量达到1.36亿吨,一跃成为世界水泥产量排名第一的国家。

2022-10-24 10:33:18

随着这一阶段的进展,供需逐渐平衡之后,海螺水泥的表现也会转好,正如万科最新发布的半年报一样。

2022-09-22 09:08:36

8月29日,中国建材股份有限公司召开2022年中期业绩发布会。

2022-09-01 10:53:36

中国水泥网8月19日消息,受成本高企影响加之错峰生产在即,河南水泥价格于当日上调30元/吨,在此前一天,重庆水泥价格大幅上调60元/吨,主要原因为让电于民,供给受限,叠加库位较低。

2022-08-22 09:16:32

此次《方案》的发布,无疑是再次对水泥企业敲响“警钟”,碳减排已是刻不容缓。

2022-08-01 17:16:34

需求不振,水泥生产公司塔牌集团交出的将是一份难看的半年报。

2022-08-01 09:37:46

Adani is also a big man in the Indian cement industry and is the second largest cement producer in India. He entered the industry in 2022 with the acquisition of Holcim's cement business in India, which acquired about 70 million tons of cement per year for $10.5 billion. Adani plans to expand its annual cement production capacity to 140 million tons by 2028. Adani has previously invested $1.6 billion to acquire Sanchi Cement and Penna Cement, and is expected to acquire an additional 21 million tons of production capacity.