On April 22, the General Office of the Central Committee of the Communist Party of China and the General Office of the State Council issued "Opinions on Energy Conservation and Carbon Reduction at a Higher Level and with Higher Quality" (hereinafter referred to as "Opinions"), which, as a programmatic document for the overall planning of energy conservation and carbon reduction and green development at the national level, clearly listed the building materials industry of cement as a key area of industrial energy conservation and carbon reduction. This marks a new stage of energy conservation and carbon reduction in the cement industry from special governance to comprehensive deepening, from single control to system coordination, which will have a comprehensive and deep-seated remodeling effect on the industry's capacity structure, technology path, cost-effectiveness and development model.
Capacity control will be further tightened to accelerate the survival of the fittest in the industry. The Opinion clearly and strictly controls high energy consumption and high emission projects, promotes the clearance of backward and inefficient production capacity, and forms a superimposed effect with the cement industry capacity replacement policy. New production capacity needs to fully meet the energy efficiency benchmark and environmental A-level standards, and the time limit for upgrading production capacity below the energy efficiency benchmark will be further reduced, and those who fail to meet the standards will be eliminated at an accelerated pace.
Technological innovation has become the core task, forcing the whole process of low-carbon transformation. The Opinion calls for the implementation of energy-saving and carbon-reducing projects focusing on production processes and key equipment, and the "leader" standard of energy efficiency in the cement industry will continue to improve. Enterprises need to speed up the promotion of high-efficiency energy-saving equipment, optimize the kiln combustion system, improve the efficiency of waste heat power generation, and expand the proportion of low-carbon fuels such as solid waste alternative raw materials and biomass. The integration and application of digital intelligence technology and green technology will be the key to reduce ineffective energy consumption and carbon emission intensity from the source through intelligent management and control of the whole process.
Policies work together to reshape the cost and competition pattern of enterprises. Market-oriented tools such as differential electricity price and carbon market will form a joint force with fiscal, taxation and financial support policies, and the cost pressure of high energy-consuming enterprises will increase significantly, while energy efficiency benchmarking enterprises can enjoy multiple policy dividends. The ability to manage carbon assets will become the core competitiveness, and the surplus of carbon quotas will be converted into income, further widening the benefit gap between advanced and backward enterprises. At the same time, the upgrading of green consumption demand will force enterprises to lay out low-carbon products and expand the value of the "cement + green building materials" industrial chain.
Generally speaking, the publication of the Opinion clearly delineates the "green survival line" and "high-quality development line" for the cement industry, which is not only a rigid constraint, but also a guide for transformation. In the short run, enterprises will face the realistic pressure of increasing investment in energy-saving renovation and rising cost of environmental protection compliance, and the operating burden will increase in stages. But in the long run, this is the fundamental way for the industry to break through overcapacity, break through energy constraints and get rid of environmental constraints, and the only way to achieve high-quality development.
However, the current cement industry is still deeply involved in the "involution" quagmire of homogeneous competition, and the fluctuation of market demand and the game of product prices are still the core focus of enterprises. Under the guidance of short-term interests, as a long-term strategic goal, carbon reduction is difficult to achieve immediate results, and its direct impact on the industry structure and market operation is relatively limited in the short term. The internal driving force of enterprises'active transformation still needs policy guidance and further activation of market mechanism.
浙公网安备33010802003254号