Don't hesitate! What leading cement enterprises are doing is bound to be meaningful!

2026-07-17 15:46:51

In July 2026, the State Council issued the "Fifteenth Five-Year Plan for Carbon Peak Action", proposing to build about 100 national zero-carbon parks and 500 zero-carbon factories during the "Fifteenth Five-Year Plan", strengthen the standardized management of cement production capacity, and comprehe nsively implement energy-saving and carbon-reducing transformation of traditional industries. During the same period, the National Development and Reform Commission and other departments jointly issued the Notice on the Three-year Action of Energy Conservation and Carbon Reduction in Key Industries, requiring that by the end of 2028, the proportion of energy efficiency benchmarking capacity in cement and other industries should be increased by an average of 20 percentage points, and the capacity below the benchmark level should be basically cleared.

Cement leading enterprises are actively doing things that are bound to be meaningful. Don't hesitate to follow suit. In

July 2026, the State Council issued the "Fifteenth Five-Year Plan for Carbon Peak Action", proposing to build about 100 national zero-carbon parks and 500 zero-carbon factories during the "Fifteenth Five-Year Plan", strengthen the standardized management of cement production capacity, and comprehe nsively implement energy-saving and carbon-reducing transformation of traditional industries. During the same period, the National Development and Reform Commission and other departments jointly issued the Notice on the Three-year Action of Energy Conservation and Carbon Reduction in Key Industries, requiring that by the end of 2028, the proportion of energy efficiency benchmarking capacity in cement and other industries should be increased by an average of 20 percentage points, and the capacity below the benchmark level should be basically cleared.

Alternative fuels are one of the core weapons of this energy saving and carbon reduction campaign. However, the average fuel substitution rate of the industry is still less than 10%, but the leading enterprises have already run at a completely different speed-the fuel substitution rate of Huaxin Diwei is stable at more than 65%, the annual use of alternative fuels by Conch Cement is 6.77 million tons, and the calorific value substitution rate of Taiwan Mud is from 1. It is becoming a watershed to tear the cost line of the cement industry.

Jinyu Jidong will use more than 30 kinds of alternative fuels totaling 3.1 million tons in 2024. The fuel substitution rate has reached 11. The overall fuel substitution rate of Honghonshi Cement has increased from 13 in 2023. The calorific value substitution rate of Taiwan Cement factories in mainland China has increased from 1 in 2021. By 2024, a total of 89 alternative fuel projects have been completed and put into operation. The collective charge of

leading enterprises has proved that alternative fuels are no longer "advanced layout", but "standard action". It's only a matter

of time before alternative fuels move from

"optional" to "required" The Triforce is pushing alternative fuels from "optional" to "required" for businesses.

The second is the pressure of the carbon market. In March 2025, the cement industry was formally incorporated into the national carbon emission trading market, and the emission reduction of alternative fuels was directly converted into the value of carbon assets-Conch's annual emission reduction of alternative fuels alone exceeded 12 million tons, and the value of carbon emission reduction was nearly 1 billion yuan according to the carbon quota of about 80 yuan/ton. In an era when the cost of carbon has become an explicit expenditure, not to use alternative fuels is to "run naked" in the carbon market.

The third is cost inversion. Industry practice shows that the practice of leading industries such as Conch Cement and Red Lion Cement has proved that alternative fuels can effectively reduce the fuel cost of enterprises.

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Correlation

In July 2026, the State Council issued the "Fifteenth Five-Year Plan for Carbon Peak Action", proposing to build about 100 national zero-carbon parks and 500 zero-carbon factories during the "Fifteenth Five-Year Plan", strengthen the standardized management of cement production capacity, and comprehe nsively implement energy-saving and carbon-reducing transformation of traditional industries. During the same period, the National Development and Reform Commission and other departments jointly issued the Notice on the Three-year Action of Energy Conservation and Carbon Reduction in Key Industries, requiring that by the end of 2028, the proportion of energy efficiency benchmarking capacity in cement and other industries should be increased by an average of 20 percentage points, and the capacity below the benchmark level should be basically cleared.

2026-07-17 15:46:51

According to the China Cement Network Market Data Center news, the northwest cement market as a whole is weak, the implementation of price increases is uneven, and the short-term situation continues to be volatile.