capacity has long been the core problem faced by the cement industry. Over the past few years, the industry has made sustained efforts in controlling production and stabilizing supply. Although the reduction of production is not entirely equivalent to the elimination of excess capacity, to a certain extent, the reduction of production has won valuable buffer time for the industry to promote capacity removal and optimize the structure.
1. During the "11th Five-Year Plan" period, the intensity of energy consumption will be controlled, and the power will be cut off in 2010, which will help the industry benefit break through 100 billion yuan in 2011. For the first time,
the Eleventh Five-Year Plan put forward the control target of energy consumption intensity, requiring that the energy consumption per unit GDP should be reduced by 20% compared with 2005, and 2010 is the last year of assessment. In May 2010, the State Council issued the Notice on Further Intensifying Efforts to Ensure the Realization of Energy Conservation and Emission Reduction Targets in the Eleventh Five-Year Plan, requiring all provinces to complete the task of energy conservation and emission reduction, and to hold accountable those areas that have not completed the task. After May, power cuts will be gradually implemented nationwide. From 2010 to 2011, 24 provinces took power rationing measures in different periods, East China was more serious, Zhejiang Province had the greatest pressure on power consumption, and the industrial added value decreased by 3.6 percentage points during the period of power rationing. The average price of cement in East China was 290 yuan/ton in June 2010 (capacity utilization rate: 73%; cement output: 55 million tons), and rose to 350 yuan/ton in September 2010 (capacity utilization rate: 69%; At the same time, the peak demand season in the fourth quarter and the rise in coal prices further pushed the cement price up to 500 yuan/ton at the end of the year (the utilization rate of production capacity was 73%, the cement output was 55.5 million tons), and the national cement price rose considerably. It directly pushed up the price at the beginning of 2011, combined with demand growth factors, and sales exceeded 2 billion tons. In 2011, the profits of the industry increased greatly, breaking through the 100 billion yuan mark for the first time.
2. Peak-shifting production from 2016 to 2021: from north to south, from trial of peak-shifting production in heating season to regular promotion.
From 2014 to 2015, off-peak production was tried out in some northern provinces. In May 2016, the Guiding Opinions of the General Office of the State Council on Promoting the Steady Growth of Building Materials Industry, Adjusting Structure and Increasing Benefits put forward the implementation of peak staggering production. In October of the same year, the Ministry of Industry and Information Technology and the Ministry of Environmental Protection issued the Notice on Further Improving Cement Peak-Staggering Production, requiring all production lines in 15 northern provinces and cities to stagger the heating season. In December 2020, the Ministry of Industry and Information Technology and the Ministry of Ecology and Environment jointly issued the Notice on Further Improving the Normalized Peak-Staggered Production of Cement to promote the normalization of the area and time of peak-staggered production of cement in China. During this period, cement production in the fourth quarter of the northern region decreased from 197 million tons in 2016 to 177 million tons in 2021. During the period
from 2017 to 2021, the southern region also implemented peak-staggering production one after another, and the Spring Festival, rainy season and hot summer season were nationalized and normalized to promote peak-staggering production restriction, which achieved the "golden five years" of the cement industry from 2017 to 2021.
3. Power cuts in 2021: cement prices rose to a historical high. In the second half of
2021, due to the impact of coal shortage and price inversion, the rigid implementation of the policy of "double control of energy consumption" and extreme weather, the contradiction between power supply and demand broke out in a concentrated way, many provinces pulled the brake to limit power, coupled with the adoption of "campaign production restriction" in high energy-consuming industries, the production and supply of many industrial products were greatly restricted. In September 2021, the output of cement was 200 million tons, down 4.7% from August, and the price of cement continued to rise from September to October. In October, the national average price of cement reached 643 yuan/ton, the highest in history. In general, the implementation of power rationing decrees and related power rationing measures
in
some provinces in 2021 has effectively improved the supply and demand pattern of cement in a specific cycle, boosted the efficiency of the industry and provided support for the transformation and upgrading of the industry by means of energy consumption control, peak staggering production and phased power rationing. However, the removal of production is more an expedient measure to regulate supply and ease market pressure in the short term, and has not fundamentally solved the structural contradiction of excess capacity. At present, the total production capacity of the cement industry is still too large, and the imbalance between supply and demand has not been fundamentally reversed. Although the output reduction has achieved results, the task of resolving excess capacity and optimizing the capacity structure is still long-term and arduous.
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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