Since the implementation of the Measures for the Implementation of Capacity Replacement in the Cement and Glass Industry (2024 edition), the capacity replacement scheme of making up the balance of capacity has accounted for more than half of the capacity replacement. When it is used to make up for the difference in production capacity, the Implementation Measures give differential treatment. It is stipulated that the split transfer of cement clinker production capacity for reconstruction or completion of completed projects shall not exceed two projects, that is, the transfer of production capacity can be divided into two projects to complete the balance of production capacity. This is reasonable and feasible for the improvement of the scale (limited) of the compliance production line whose actual capacity is greater than registered capacity through the continuous progress of production technology and equipment level and the improvement of management, and for the promotion of the unification of the registered capacity and the actual capacity. Of course, there are many restrictions on whether the production capacity of the production line can be sold. One of them is that the cement clinker production capacity whose energy efficiency does not meet the requirements of the benchmark level of the current edition of the Benchmark Level and Benchmark Level of Energy Efficiency in Key Industrial Areas can not be used for capacity replacement. When the competent authorities interpret the "Provisions on Guiding the Transformation and Development of the Industry" in the Implementation Measures, the fourth item is to support technological transformation. It is clear that the integration construction projects of multiple production lines in the same factory area of the same legal person can implement equivalent replacement.
Recently, the Department of Industry and Information Technology of a large cement province in the south announced the capacity adjustment and replacement plan of a cement clinker project of an enterprise. One 2000t/d cement clinker production line is planned to be withdrawn, and the production capacity will be replaced by two 4500t/d cement clinker production lines in the same plant area according to equivalent adjustment, and the adjusted production capacity will be 5500t/d. The announcement specifically indicates that the comprehensive energy consumption per unit cement clinker product of the two 4500 t/d production lines is 102.27 kg standard coal/ton and 98.37 kg standard coal/ton, respectively. Compared with the Benchmarking Level and Benchmark Level of Energy Efficiency in Key Industrial Areas (2023 Edition), one has reached the benchmark level of energy efficiency, the other has reached the benchmark level , and the energy consumption quota of cement unit products has reached level 2. The energy consumption value of a 2000t/d cement clinker production line to be withdrawn has not been publicized. According to the list of energy efficiency of enterprises in key areas published by the province (the first batch), the two 2000 t/d production lines of the enterprise are listed in the list of backward energy efficiency (lower than benchmark level). In the announcement of the
National Development and Reform Commission and other departments on the issuance of the Benchmarking Level and Benchmark Level of Energy Efficiency in Key Industrial Areas (2023 Edition), it is clear that for the stock projects whose energy efficiency is lower than benchmark level, all localities should make clear the time limit for upgrading and elimination, formulate annual plans for transformation and elimination, and formulate annual plans for transformation and elimination. Enterprises should be guided to carry out energy-saving and carbon-reducing technological transformation or elimination in an orderly manner, upgrade energy efficiency transformation to above the benchmark level within the prescribed time limit, and eliminate projects that cannot be completed on time. In principle, 25 areas, such as cement clinker, should be completed or eliminated by the end of 2025. The deadline
for upgrading cement clinker production lines with energy efficiency below the benchmark level to above the benchmark level is the end of this year. If it can not be completed on time, it will be eliminated and withdrawn. In the current situation of cement supply and demand, the investment in the transformation of the production line built at the beginning of this century, whose energy efficiency is lower than benchmark level, may be a big "operation" and the cost performance is not high. It is better to stop and transfer the production capacity to two 4500 t/d Ф4.8 × 74m production lines. To a certain extent, it is also conducive to improving the energy efficiency level of these two lines. Such integration should support.
When the competent authorities interpret the "What are the main aspects of the revision" of the Implementation Measures, the fifth item is to strengthen the coordination with the energy efficiency and environmental protection policies, and to clarify that the capacity whose energy efficiency does not meet the requirements of the benchmark level can not be used for replacement. Since it is necessary to coordinate with the energy efficiency and environmental protection policies, it is necessary to clarify the time limit when the production capacity whose energy efficiency does not meet the requirements of the benchmark level can no longer be used for replacement, that is, the cement clinker production capacity whose energy efficiency does not meet the requirements of the benchmark level of the current edition of the Benchmark Level and Benchmark Level of Energy Efficiency in Key Industrial Areas can not be used for replacement from 2026. Otherwise, it seems that the capacity of this production line whose energy efficiency is lower than benchmark level of 2000t/d can not be used for capacity replacement.
