[原创]32.5水泥恩怨难了!退出还剩不足百天,各方已想好对策!

2019-07-15 09:10:10

但无论是否赞同,取消PC32.5R水泥政策出台后就意味着32.5水泥几乎没有再回旋的余地。海螺水泥此次发布告知书也从侧面反映出水泥行业对于取消32.5水泥做好了一定的应对准备。

  日前,海螺水泥发布客户告知书称,为减少P.C32.5R水泥取消给客户带来的不便,更早的适应客户及施工需求,结合市场意见,宁波、强蛟和象山海螺计划于2019年7月份由P.C32.5级水泥转向生产M32.5(砌筑水泥)水泥。

  公司秉承海螺水泥“至高品质、至诚服务”的经营宗旨,严格执行海螺水泥的内控标准,生产M32.5(砌筑水泥)水泥所使用的熟料、石膏、混合材品种与P.C32.5R级水泥保持一致。

  海螺发布告知书并非一时兴起,早在2019年3月,怀宁海螺就在公司招待所会议室召开2019年客户座谈会,邀请区域内网点客户代表,征求客户对P·C32.5R水泥取消后新产品替换建议。

  时间回到2018年11月19日,中国家市场监督管理总局、国家标准化管理委员会批准GB175-2007《硅酸盐通用水泥》3号修改单,复合硅酸盐水泥32.5强度等级(PC32.5R)将取消,修改后将保留42.5、42.5R、52.5、52.5R四个强度等级,将于2019年10月1日起实施。修改单保留了矿渣、火山灰质、粉煤灰硅酸盐水泥32.5等级。

  取消PC32.5R水泥消息一出,关于32.5水泥的去留问题就在业内掀起了轩然大波。

  一方面,P.C32.5不仅长时间占据国内水泥消费市场的主体地位,更为社会经济发展做出了重大贡献。

  并且据国际权威机构撰写的《水泥工业低碳转型技术路线图》显示,在各种混合材深加工用以替代部分熟料,以及多种混凝土外加剂等一系列新技术有效应用的条件下,32.5水泥与42.5水泥52.5水泥相比较,具有热耗低20~25%、电耗低12~17%、碳足迹少14~20%、废弃物利用量多18~28%、正常全生命周期中对二氧化碳的循环吸收固化量高10~15%等诸多优势。

  采用等量的32.5水泥同样可以配制出C30或以上的混凝土(我国也有类似的试验研究结果报导)。因此,低熟料含量的低标号32.5水泥的发展潜力及其社会、环境和经济效益总体优于42.5或52.5水泥。

  而另一方面,主张全面淘汰32.5水泥,即废方的种种论据,例如去产能、打假、提高集中度、提高产能利用率、整肃市场秩序、提高水泥实物质量、推进供给侧结构改革、增加高标号水泥用量占比、提升混凝土质量和性能、延长混凝土构筑物寿命、去除“小乱污”和“僵尸”水泥厂和粉磨站、降低混合材(废弃物)的物流成本、提升混凝土搅拌站的利润、便于水泥质量的检查监管……不胜枚举,不一而足。

  但无论是否赞同,取消PC32.5R水泥政策出台后就意味着32.5水泥几乎没有再回旋的余地。海螺水泥此次发布告知书也从侧面反映出水泥行业对于取消32.5水泥做好了一定的应对准备。

  除海螺水泥外,陕西声威建材集团有限公司也曾发布《关于取消复合32.5R水泥和生产、销售砌筑32.5(M32.5)水泥的告用户书》。

  告用户书称:根据“中华人民共和国国家标准公告(2018年第15号)《GB175-2007通用硅酸盐水泥(第3号修改单)》”要求,从2019年10月1日起取消PC32.5R等级水泥。为此声威集团将在2019年10月1日起停止生产和销售复合32.5R(以下以PC32.5R代)等级水泥。为满足广大用户对32.5级别水泥的需求,声威集团将推出新的砌筑32.5(M32.5)水泥产品。

  另外,近年来各大水泥企业开始涉足“家装水泥”,有业内人士就表示,家装水泥或将是32.5水泥取消后对市场的一种需求补充。

  总体来说,取消P.C32.5水泥已经在所难免,接下来市场还可能存在以下几个方面的变化:

  1、社会粉磨站企业若要继续生存,需要进行技术改造,并获得更为牢固的熟料渠道,最好与大企业建立稳定的购销渠道,水系发达地区可以考虑进口熟料;

  2、社会粉磨站可以转型为混凝土服务,制作干混砂浆、混凝土掺合料,提供混凝土预制配件和功能性水泥部品构件所需的预拌材料;

  3、水泥毕竟只是半终产品,下游使用放为了平衡42.5水泥,可能掺加矿渣微粉等混合材。因此,预计P.C32.5水泥取消后会利好微粉行业。

  4、目前绝大多数搅拌站是选购42.5水泥配制砼,也有选购32.5水泥的。因所选水泥等级及砼性能要求不同,两者掺加掺合料比例相应变化。商砼站作为生产者,会根据实际需要对配方做出改变,P.C32.5水泥的取消对商混站影响不大。

  5、熟料生产企业,尤其是大型企业,无疑会获得更大的市场优势,话语权增强,在熟料控销背景下,进一步掌控市场主动权;

  6、取消P.C32.5会对农村市场产生较大影响。农村市场水泥用量分散,施工较为粗放,掺加混合材不严谨,这就意味着农村市场的32.5等级水泥多数将替换为42.5等级水泥,可能增加建设成本。

  7、可能影响建筑质量。一方面,混凝土的强度和耐久性与水泥强度不成正比,高性能混凝土也不意味着高水泥含量或者说高熟料含量,早强过高反而容易开裂,不利于混凝土耐久性提升;另一方面,取消32.5水泥以后,施工环节可能出现更多的私自掺加混合材的情况,而这种掺加混合效果会远远差于直接在水泥磨机中粉磨,最终影响的还是建筑质量,并增加现场监管难度。这就要求,相关部门需要加强施工环节的监管和验收了。

  坦诚而言,取消32.5水泥并不是水泥行业结构调整,迈向高质量发展的唯一出路,P.C32.5水泥有着诸多优势,也为节约自然资源做出了突出贡献,行业人士应该理性看待32.5水泥存在过的价值,切勿“过街老鼠”般人人喊打。

  但在这场32.5水泥存废之争事实已定的情况下,以水泥企业为代表的行业上下游应该提前着手,充分应对,多渠道缓解市场的客观需求。

  无论是M32.5、家装水泥,亦或者矿渣32.5,企业都应严格把握质量关,切忌以“取消32.5水泥”为庇护,生产品质更次、标准不一的水泥来弄虚作假。而相关监管单位也应完善监督渠道,做好监督管理工作,切实保障产品升级换代的必要性、可靠性。

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Correlation

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2025-04-25 14:54:47

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2025-04-24 10:52:51

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2025-04-24 10:03:28

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2025-04-24 10:01:53

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Xizang Langxian Gaozheng Building Materials Co., Ltd. intends to build a 4000t/d cement clinker production line project (hereinafter referred to as "Langxian Project") in Nyingchi City Langxian County by means of capacity replacement within the autonomous region.

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2025-04-24 09:24:04

Since April 23, the main cement enterprises in Liaozhong area have again notified the increase of cement price by 10 yuan/ton.

2025-04-23 17:24:32

The market price range of C30 concrete in Tianjin is between 280 yuan/m3 and 290 yuan/m3, showing some regional differences. Jinnan District has the highest price of 290 yuan per square meter, while Jizhou District and Xiqing District have the lowest price of 280 yuan per square meter.

2025-04-23 17:14:42

Recently, affected by the market situation, coupled with the poor implementation of the policy of staggering peak and stopping kilns, cement prices in Wuhan have fallen again, with a cumulative decline of about 30 yuan/ton..

2025-04-23 16:45:10

Relevant technicians of Suzhou Shijing Science and Technology Co., Ltd. pointed out that SCR is a very mature denitrification technology, which has been widely used in power and other industries. However, the cement industry still needs to focus on the catalyst, soot blower and reaction tower flow field to further optimize the three aspects.

2025-04-23 15:08:00

For a long time, cement has been the main loading and unloading cargo in Changgang Port. Faced with the continuous decline of domestic cement market demand in recent years, Changgang actively responded to the situation, actively sought change, timely adjusted the market development strategy, and took the development of foreign trade cement market as an important breakthrough in transformation and upgrading through comprehensive consideration of the domestic and foreign cement market.

2025-04-23 13:40:23

On April 21, information from the Beijing Property Exchange showed that 51% of the shares of Xin'an Zhonglian Wanji Cement Co., Ltd. held by China United Cement Group Co., Ltd. were listed for transfer at a base price of about 200 million yuan.

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Price governance is an important part of macroeconomic governance. In order to further deepen the price reform and improve the price governance mechanism, with the consent of the Party Central Committee and the State Council, the following opinions are put forward.

2025-04-23 10:34:13

The two sides will deepen cooperation around green building materials, new energy materials, circular economy and other fields, jointly create a new benchmark for the coordinated development of the industrial chain, and inject new momentum into the construction of "three places and one district" in Anhui.

2025-04-23 10:18:33

According to the announcement, the production capacity of Luoyang Huanghe Tongli Cement Co., Ltd. is 5000t/d after the cement clinker production line with a daily output of 4500 tons is completed. The replacement capacity for this project is 1000t/d of the 2000t/d clinker production line of Henan Tongli Cement Co., Ltd., and the replacement ratio is 2:1.

2025-04-23 10:13:11