on September 6, Wang Yumeng, member of the Standing Committee of the Party Committee and deputy general manager of China Building Materials Group, shared the practice in the new coordinates of China's building materials carbon market in CCTV Finance and Economics Dialogue. What is the
carbon market? What is the core significance of building a carbon market? All of you here manage trillions of carbon assets. If you watch our program today carefully, you may find unlimited business opportunities and gain profits from this blue sea. Before we talk about this topic, we want to play a little game first. I have four daily behaviors that we usually do, and each of us draws one to tell us how much carbon dioxide this behavior can produce. Where is General Manager Wang? What did you draw?
Wang Yumeng: As far as fuel vehicles are concerned, the fuel consumption of the more commonly used vehicles should be about 10 kilometers, about one liter, and the larger displacement will be a little higher. Carbon from fossil fuels is a major source. So it should be around 2 to 3 kilograms.
Host: What if it's an electric car? It should be under 1000 grams.
Moderator: Not long ago, the General Office of the CPC Central Committee and the General Office of the State Council jointly issued the "Opinions on Promoting Green and Low Carbon Transformation and Strengthening the Construction of the National Carbon Market" for the first time. This opinion on the highest standard of a national carbon market transaction in history put forward a key word called "quota". The three enterprises on the stage, Your industry has been included in it.
Wang Yumeng: In the past, we called it soft constraints on carbon emissions, but now we have to carry hard targets. For the cement industry and cement enterprises, it is facing an unprecedented challenge. In 2023, 53% of cement production lines were above the average level of carbon emissions. It has only two ways to go, one is to spend money to buy (quotas), and the other is to make technological changes to reduce the emissions of production lines. In 2024, the loss of the whole cement industry is 40%, so for the cement industry and cement enterprises, on the one hand, they are facing the need to reduce carbon, on the other hand, they have to invest in technological transformation costs, and the pressure is very great.
Compere: The signal that you unscramble gives is add insult to injury.
Wang Yumeng: In the short term, large enterprises still have some room to move. For example, there are enterprises with excellent emissions, which will have some benefits through the carbon market. Government departments have set up a certain transition period in this process, which is to make our small and medium-sized enterprises fully prepared to achieve this technological transformation during this transition period. At the same time, I think it is a very good move to gradually amortize the cost of carbon emissions and the cost of technological transformation.
Compere: The participator of carbon market basically is our enterprise, the feeling of the enterprise is particularly important. We have also summarized and sorted out several groups of contradictions that enterprises may encounter in carbon market transactions. The first set of keywords is "the contradiction between policy ambition and market reality".
Wang Yumeng: Speaking of this issue, first of all, I would like to give a blessing to Director Xia. He just gave himself a score of 7 or 8, and I think it should be more than 9. The cost pressure you just talked about is just adding insult to injury. In fact, there is another side. The introduction of a policy, whether the construction of a market is good or not, and whether it can suit the national conditions, this is the most important. As we all know, the cement industry is an industry with serious overcapacity. In fact, everyone is now facing a fall in both volume and price. So how to deal with it? Inefficient and backward production capacity is bound to be cleared, which is very suitable for the national conditions. Then it will be very good for the healthy development of this industry. How to Break the Situation
under Rigid Constraints and Cost Reconstruction?
Moderator: The power industry is the first to be included in the emission reduction system, have you ever encountered two now encountered such confusion? Speaking of this, I want to tell you a common sense thing first. As we all know, the calcination of limestone raw materials (in the cement industry) should produce about 60% of carbon dioxide; coal combustion can produce a proportion of 30% to 35% of carbon dioxide. Reduce carbon at the source, reduce carbon in the process, control carbon at the end, and manage carbon in the whole process. Enterprises should enhance their competitiveness through technological innovation and reduce carbon emissions.
Compere: Has Chinese building materials done some work in the field of technological innovation? For example, we use steel slag, fly ash and carbide slag. In 2024, we will replace 10 million tons of raw materials and reduce carbon emissions by more than 3 million tons. In terms of fuel substitution, we have nurtured a very good industry. At present, 14 fuel substitution processing centers have been established throughout the country. At present, the annual processing capacity has reached more than 1.5 million tons, and the business income has reached 400 million yuan in 2024. It should be said that the effect of carbon reduction and social contribution is very obvious. On the other hand, we can also use the layout of some new energy sources, so that any link in our process can achieve low emissions. In 2021, we built the world's largest photovoltaic building integration (factory), that is, we have a kind of power generation glass and apply it to buildings. Today I just brought an exhibit. You can see that there is a small light in this place. It is dark now, and there is basically no electricity. I have a board for it to take down, and everyone can see the light. The light stopped working immediately, and then after I removed it, it generated electricity directly. In fact, you can see such a device, which is the BIPV we are talking about, which is the integration of building photovoltaic. We have built a carbon capture production line with the largest annual capture of 200,000 tons in the global cement industry, using digital means to make carbon emissions lower in every link in the best way, so that carbon can produce better benefits.
Moderator: In fact, the carbon market we are talking about today is far from cold data and cold quotas, but more like a symphony of global collaboration. Each of us is an indispensable musician in this symphony. Every beating note is our responsibility. We look forward to our joint efforts to protect our blue planet and work together to play a vibrant green and colorful movement.
At present, the cement industry is facing the double test of energy saving, environmental protection and industrial intelligence upgrading. In order to implement the relevant policy requirements and accelerate the green low-carbon transformation and high-quality development of the cement industry, China Cement Network is scheduled for September 23-24. in Zibo, Shandong.This conference will bring together industry experts, enterprise representatives and many industry stakeholders to gather group wisdom and promote energy-saving, environmental protection and intelligent transformation and upgrading of the cement industry.
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