On October 8, Hubei Provincial Office of Industry and Information Technology issued two announcements of capacity replacement schemes for phosphogypsum acid co-production cement clinker projects.
One is from Hubei Xiangyun Green Material: 4 million tons/year phosphogypsum acid co-production cement clinker project will build two clinker production lines with capacity of 1250t/d and 3750t/d respectively. The withdrawn capacity is from a 5 000 t/d clinker production line of Huaxin Cement (Yangxin) Company.
The other is from Yichang Xinyangfeng Phosphate Chemical Technology Co., Ltd.: 2 million tons/year phosphogypsum acid production project, the designed clinker production capacity is 2500t/d, and the withdrawn production capacity is from a 2500t/d clinker line of Yichang Hualin Cement. The
two announcements point to the same picture: cement enterprises are withdrawn and phosphorus chemical enterprises are newly built. Lengthen
the time to see, this is not a case. In June, August and September 2026, a total of 20 clinker production lines in China were announced for capacity replacement. Except for a 5400t/d line in Xigaze, Xizang, which belongs to capacity replacement, the remaining 19 new lines are all phosphogypsum acid co-production projects in Hubei. The main investors are chemical enterprises such as Yihua Department, Xinyangfeng, Yuntu Holdings and Sanning Chemical Industry. In October, the trend is still continuing. Among the
20 announcements, only one new building material production line, 5400t/d production line, with supplementary capacity of 1400t/d, has been built in Shigatse Yaqu Xizang, and the project itself has already been completed. The capacity replacement policy has been implemented for many years, and the compliance work of the vast majority of provinces has been completed: those that should be supplemented have been completed, those that should be eliminated have been eliminated, and the rest are mostly sporadic, and the policy window is basically closed.
The more fundamental reason lies in the industry itself: the downward cycle is superimposed with overcapacity, the cement price is under pressure for a long time, the capacity utilization rate continues to be low, and the account of the new line can not be calculated. For cement enterprises, the current proposition is not "build or not", but "how to live". Nineteen phosphogypsum acid-making co-production lines announced from
June to September, together with three new ones added in October, are all invested by Yihua, Xinyangfeng, Yuntu Holdings, Sanning Chemical Industry, Xiangyun and other phosphorus chemical and phosphogypsum comprehensive utilization enterprises, with a total capacity of 31835 t/d, an annual capacity of about 9.55 million tons converted by 300 days, and a total annual capacity of about 10.55 million tons. The planned production time is concentrated in 2027-2028. The starting point of their construction is not to sell cement, but to absorb phosphogypsum-sulfuric acid from sulfur-containing flue gas is reused in phosphoric acid production, calcium slag is burned into clinker, which is more a by-product of the closed-loop industrial chain.
On the one hand, the policy window was closed, the industry went down, and cement enterprises collectively withdrew from the ranks of line construction; on the other hand, phosphorus chemical enterprises took over the indicators and passively added new ones for solid waste consumption. The people who
built the line are still there, but they are no longer in the cement industry.
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