For a long time, serious overcapacity has been the core bottleneck restricting the development of cement industry. Since 2006-2007, the cement industry has been unremittingly solving the problem of serious overcapacity and striving to explore the way of structural reform on the supply side. Looking back on this protracted war, what is the actual effect of capacity reduction?
The state has successively introduced policies to cut overcapacity: eliminating backward production capacity and reducing replacement and upgrading.
In the first stage (around 2000-2010), the state issued a series of policies to eliminate backward production equipment such as shaft kilns, hollow kilns, wet kilns and cement mills with a diameter of less than 3.0 meters; In
the second stage (from 2016 to now), the implementation measures of capacity replacement in cement and glass industry were promulgated in 2018, and two revisions were made in 2021/2024. It stipulates that the replacement ratio of key areas and non-key areas of air pollution prevention and control should be adjusted from no less than 2:1 and 1.25: 1 to no less than 2:1 and 1.5: 1 respectively, and the threshold of capacity replacement should be raised (Table 1). Under
the active guidance of the policy, 1.05 billion tons of cement production capacity were eliminated nationwide from 2000 to 2015 (Figure 1), and the proportion of vertical kiln cement production capacity decreased from 77% in 2000 to 5%. By the end of the Twelfth Five-Year Plan, the elimination was basically completed. From 2000 to 2024, eliminate 175 million tons of low-efficiency clinker production capacity of 2000t/d and below. From 2015 to 2024, 562 clinker production lines were shut down, involving 320 million tons of production capacity, of which 46.275 million tons were reduced through reduction, replacement, optimization and upgrading (Figure 2).
Figure 1 The withdrawal of backward cement production capacity Figure 2 The overall situation of
shutting down clinker production capacity in 2015-2024 shows that although the cement industry has achieved some results in capacity removal, problems such as structural overcapacity and imbalance between regional supply and demand still exist, and the task of industry restructuring and high-quality development is still arduous. The work of cutting overcapacity is far from over, and there is still a long way to go.
On April 9-10, China Cement Network will hold the 15th China Cement Industry Summit and TOP100 Award Ceremony in Hangzhou. At the same time, the " Cement Economy Fifty People Forum (C50) " was held. The Summit will build a platform for the docking of supply and demand and the collision of ideas, explore the path of green transformation and intelligent upgrading from the dimensions of macroeconomic insight, industrial chain synergy and technological innovation breakthroughs, plan a layout for the "15th Five-Year Plan" green development of the industry, and work together to create a new chapter of high-quality development!
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