From August 1st! Implementation of the "New Deal"! Cement industry will meet the big test!

, 2026, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Housing and Urban-Rural Development and the Ministry of Transport jointly issued the Measures for Implementing the Minimum Proportion Target of Renewable Energy Consumption and the Weight System of Responsibility for Renewable Energy Power Consumption (Decree No.42 of the National Development and Reform Commission). Effective as of August 1, 2026.

This is the first national regulation under the framework of the Energy Law and the Renewable Energy Law to specify the mandatory target of renewable energy consumption in key energy-using industries. As a high energy-consuming industry, the cement industry is under great pressure.

what cement enterprises have to face." It is not only the regional pressure for provinces to absorb the weight of responsibility, but also the direct assessment of the main body of the key energy-using industry-failing to meet the standards, interviewing, notifying and incorporating credit records.

The first of the four "green power baselines"

drawn by the Implementation Measures for the cement industry is that key energy-using industries must meet the standards and be assessed annually. Article 5 of the document clearly States that the competent energy department under the State Council, together with the relevant departments, shall determine the "key energy-using industries", define the minimum proportion of renewable energy consumption and the transitional period, and monitor, evaluate and assess them. The annual energy consumption of cement industry exceeds 100 million tons of standard coal, and there is almost no doubt that it will be included in the catalogue of key energy-using industries. This means that cement enterprises will receive a "green power consumption report card" every year-not completing the minimum proportion is an institutional violation.

The second is to face the punishment of "combination boxing" for failing to meet the standards. Article 22 of the document stipulates that enterprises that fail to achieve the target of minimum proportion of renewable energy consumption shall be urged by the provincial energy authorities to complete the supplement through green certificate trading within three months; those that fail to do so within the time limit shall be interviewed and notified, and shall be included in the credit record in accordance with the law and regulations, and the key supervision shall be strengthened. Note that this is not a "suggestion", not a "guide", but a mandatory regulation issued in the form of a NDRC order. Green certificates can be bought, but "credit stains" are hard to erase.

4: The target of minimum proportion of non-electricity consumption is on the way. The second paragraph of Article 5 of the document clearly States that the target of minimum proportion of non-electric consumption of renewable energy will be implemented in key energy-using industries in a "timely manner". This means that the green power assessment of cement enterprises is only the first step-the future assessment scope will be extended to non-electric fields such as renewable energy heating and biomass energy utilization. The utilization of alternative fuels and biomass fuels will directly affect the performance of cement enterprises in the second round of assessment. First do green electricity, then do substitution-two legs are indispensable. How to deal with

cement enterprises: The practice of the forerunner has given the answer

. Faced with the upcoming mandatory target of green electricity, the cement industry is not starting from scratch. In recent years, leading enterprises have carried out a large number of layout in the field of renewable energy, and the practice of pioneers provides a reference path sample for the whole industry.

only, BBMG Jidong used a total of 3.1 million tons of more than 30 alternative fuels in 2024, with a fuel substitution rate of 11. Tianshan Materials completed and put into operation 89 alternative fuel projects in 2024, and simultaneously promoted the layout of distributed photovoltaic and energy storage in Shandong, Henan, Anhui and other regions. The calorific value substitution rate of Taiwan Cement's factories in mainland China is from 1. Red Lion Cement 's factories in Zhejiang, Jiangxi and other places have all deployed photovoltaic power generation projects, and the full coal substitution rate is 13.

The green power realization path of cement enterprises has matured-mine and plant roof photovoltaic is the most effective entry point, wind and solar storage integrated power station provides stable green power supply, waste heat power generation realizes "self-production and self-sale", and green power direct connection and green certificate trading are flexible supplementary means. When the order of the four departments changes the consumption of green electricity from "plus points" to "required questions", the first-mover enterprises have established first-mover advantages in both cost and compliance. From

29 to 30 July,

the conference focuses on four major topics: first, the panorama of the green power realization path of cement enterprises-from roof photovoltaic to wind, solar and storage integration, from waste heat power generation to green power direct connection, the whole scene scheme is presented at one time; second, the interpretation of the new energy installed capacity ranking-who is leading, who is catching up, who has not yet started; The third is the synergistic strategy of alternative fuels and green electricity-how to maximize the effect of carbon reduction and cost reduction by "green electricity + alternative fuels" two-wheel drive; the fourth is the practical guide of green certificate trading and carbon market performance-how to buy, how to check and how to use green certificates after the order of the four departments comes into effect.

July 29, Wuhu. The last industry gathering before the four-department order came into effect-to see where the policy red line is, to find out how to take the green electricity path, and to measure the distance that the pioneers have already run. The answer is at the conference.