产能过剩 一场席卷全球水泥行业的危机

2018-05-14 11:08:58

尽管在需求旺盛时期,过多的产能大部分可以被吸收,但近年来我们看到需求低迷造成全球产能过剩,特别是在中国、欧洲、东地中海和中东地区。

  The global cement industry today employs 1.2 million people and has production capacity of around 6.2 billion t. However, it suffers from substantial overcapacity issues: it is estimated that current capacity can already fulfil the world’s needs for the next 20 years at least.全球水泥行业目前拥有120万员工,产能约为62亿吨。它正面临着严重的产能过剩问题:据估计,目前的产能至少可以满足未来20年的全球水泥需求。

  Since the turn of the century, driven in large part by China’s domestic boom, global cement capacity has increased exponentially, nearly tripling over the last two decades. Meanwhile, the number of producers has grown to more than 5000.自世纪之交以来,由于中国国内经济的蓬勃发展,全球水泥产能呈指数增长,在过去的二十年中增长了近三倍。同时,生产商的数量已增长到5000多个。

  Although in periods of high demand, this increased capacity could mostly be absorbed, we have seen sluggish demand in recent years, creating global excess capacity, especially in China, Europe, the Eastern Mediterranean, and the Middle East. This is the result of a longer-than-expected global recession following the 2008 Global Financial Crisis, combined with major regional political and economic instability: the 2010/11 Eurozone debt crisis, the Arab spring, a slowdown in the Chinese economy, and collapsing commodity prices.尽管在需求旺盛时期,过多的产能大部分可以被吸收,但近年来我们看到需求低迷造成全球产能过剩,特别是在中国、欧洲、东地中海和中东地区。这是由于2008年全球金融危机之后的全球经济衰退超出预期,加上部分地区政治和经济不稳定:2010-2011年度欧元区债务危机,阿拉伯之春,中国经济放缓以及商品价格崩溃。

  This excess capacity and demand shortage have combined to trigger a race to the bottom among cement manufacturers, dragging down prices in domestic and international markets. Low utilisation rates have also pushed up fixed costs per unit, while the hike in coal and petcoke prices towards the end of 2016 put further pressure on margins. As a result, companies have seen a drastic slump in their earnings, with returns just above or even below the cost of capital, with some beginning to burn through cash reserves.产能过剩和需求短缺,引发了水泥生产商之间的竞争,拉低国内和国际市场的价格。低利用率也推高了单位固定成本,而2016年底煤炭和石油焦价格上涨进一步压缩了利润率。结果,水泥企业的收益大幅下滑,收益率刚刚高于,甚至低于资本成本,有些企业开始损耗现金储备。

  Current overcapacity continues to increase and is negatively distorting global cement markets, though the impact does vary across regions. Currently China has the greatest excess capacity with 895 million t, representing 45% of global overcapacity, of which only a fraction is earmarked for export due to higher inland logistics costs. 尽管各地区的产能过剩影响不尽相同,但目前的产能过剩问题日益突出,并对全球水泥市场产生负面影响。现在中国的产能过剩最高,达到了8.95亿吨,占全球产能过剩的45%。并且,由于内陆物流成本较高,中国只有一小部分水泥用于出口。

  Meanwhile, Europe has a capacity-to-consumption ratio of 200%, the highest in the world. In addition to low demand in the region, political pressure to reduce CO2 emissions and CO2 emission allowance programmes have helped keep capacity utilisation rates low.同时,欧洲的产能/消费率达到200%,是世界上最高的。该地区除了低需求外,减少二氧化碳排放量和二氧化碳排放配额计划的政治压力也有助于保持较低的产能利用率。

  Developing regions, such as India, Southeast Asia, Sub-Saharan Africa, and Latin America, have seen significant capacity growth over the last decade, representing more than twice the equivalent growth in consumption. Despite a capacity-to-consumption ratio of more than 150% in these regions, further capacity expansion is still anticipated. Southeast Asian (including Indian) manufacturers plan to add more than 100 million t of capacity by 2018, while 50 million t of new capacity is planned for Sub-Sharan Africa, mainly in Tanzania, Kenya, and Nigeria.发展中地区,如印度,东南亚,撒哈拉以南非洲地区和拉丁美洲,在过去十年中,产能也显着增长,为相应消费增长的两倍多。尽管这些地区的产能/消费比例超过150%,但仍有望进一步扩大产能。东南亚(包括印度)制造商计划在2018年增加1亿吨以上的产能,同时计划为撒哈拉以南非洲地区(主要是坦桑尼亚,肯尼亚和尼日利亚)提供5000万吨的新产能。

  Political turmoil and low oil prices over the past three years have severely reduced domestic cement demand in the Eastern Mediterranean and Middle East, resulting in large excess capacity. The lack of export markets in neighbouring countries across the Eastern Mediterranean region in particular, where Turkey remains a major exporter with 10 million t of export volume, has created a regional exportable surplus.过去三年的政治动荡和低油价严重降低了东地中海和中东地区的国内水泥需求,导致了大量过剩产能。东地中海地区的邻国缺乏出口市场,特别是土耳其仍然是出口量达1000万吨的主要出口国,因此创造了区域性出口盈余。

  Recent project announcements indicate that, in the years ahead, domestic producers in Turkey, Egypt, Iraq, Iran, and Saudi Arabia will expand their operations. This new capacity will be coming online, even as demand remains subdued, contributing to further growth in exportable surplus.最近的项目公告显示,未来几年,土耳其、埃及、伊拉克、伊朗和沙特阿拉伯的国内生产商将扩大业务。由于新增产能正在扩建中,即使需求依然疲弱,这有助于进一步增加可出口的盈余。

  In the long term, current excess capacity in developing regions is expected to shrink to some extent, as demand for urbanisation increases over time. However, mature markets, such as Europe and North America, will continue to struggle with this surplus for some time, even though new capacity growth will be extremely limited.从长远来看,城市化需求随着时间的推移而增加,发展中地区目前的产能过剩预计会有所缩小。 然而,即使新的产能增长极其有限,欧洲和北美等成熟市场仍将继续为这一盈余挣扎一段时间。

  The problem of overcapacity has been experienced by different industries throughout history and still continues to be a crucial threat for many. Notable examples include the UK’s steel industry in the 1980s, the global freight market today, China’s steel industry, the worldwide oil market, airlines, and the fishing industry. In their search for a solution, different industries can learn from one another, though some aspects of the challenge can also be very sector-specific.历史上不同行业都经历过产能过剩的问题,并且仍然是许多行业的重要威胁。值得注意的例子包括英国80年代的钢铁业,当今的全球货运市场,中国的钢铁业,全球的石油市场,航空公司和渔业。在寻找解决方案时,不同的行业可以互相学习。

  Cement, with its cost efficiency, energy efficiency, and very long durability, is a unique product and has no real substitute. Moreover, the industry is very capital intensive, so has a lower ROCE than other industries. It is also highly regional in nature, due to relatively high land-based transportation and distribution costs. Because of this, strategies for the cement sector can differ from other industries.水泥是具有成本效益,能源效率和耐久性的一种独特的产品,并没有真正的替代品。而且,这个行业的资本密集程度非常高,因此比其他行业的ROCE低。相对较高的陆地运输和分销成本,这也是高度区域性的。因此,水泥行业的战略可能与其他行业不同。

  China: an industry leader

  中国:行业领导者

  With a slowdown in China’s economy, the first real attempts to resolve the issue of excess capacity are being put in motion. The Chinese government and China Cement Association have started to encourage companies to cooperate more, in particular through joint investment enterprises, while state-owned enterprises are growing through mergers and acquisitions. Even though a joint investment enterprise might be considered an anti-competitive agreement, Chinese anti-monopoly law allows for such actions under certain circumstances, for example, if the goal is deemed to be in the public interest, such as reducing high levels of emissions.随着中国经济放缓,首次真正尝试解决产能过剩的问题正在展开。中国政府和中国水泥协会已经开始鼓励企业加大合作力度,特别是通过组建联合投资公司的方式进行合作,而国有企业则通过兼并和收购来增长。 虽然联合投资有可能被视为反竞争协议,但中国反垄断法允许在某些情况下采取此类行动,例如,如果目标被视为符合公共利益,如降低高排放水平。

  Additionally, the China Cement Association has recently made a policy recommendation to the Ministry of Industry and Information Technology to establish a fund, supported by private companies, to speed up consolidation by compensating firms for losses incurred when leaving the industry and closing their production lines.另外,中国水泥协会最近向工业和信息化部提出了一项政策建议,建立一个由私营公司支持的基金,通过补偿企业关闭损失和关闭生产线时遭受的损失来加速合并。

  The national industry target for 2020 is to concentrate at least 60% of Chinese overall capacity into the top 10 manufacturers. This will be followed by a shutdown of idle capacity to ensure efficient resource allocation, and finally a plan to increase utilisation rates to 80% from 68% by reducing 400 million t of capacity. In the long term, once this local consolidation reaches a certain level, Chinese producers are very likely to benefit from a massive increase in cash generation, giving them greater resources to embark on more aggressive overseas expansion.2020年的国家工业目标是将至少60%的中国总产能集中到前10位制造商。随后关闭闲置容量以确保有效的资源分配,最后计划通过减少4亿吨的容量将利用率从68%提高到80%。 从长远来看,一旦这种地方合并达到一定程度,中国生产商很可能从现金增值的大幅增加中获益,从而为他们提供更多资源,以进行更积极的海外扩张。

  While China is taking immediate and drastic measures to optimise production capacity and reduce the environmental exposure of the cement industry, with a view to creating higher profitability and lower emissions, Europe and the Middle East still seem unable to decide upon fast and efficient solutions to implement themselves.中国正在采取紧急措施来优化生产能力并减少水泥行业的环境风险,以期创造更高的盈利能力和更低的排放量,欧洲和中东似乎仍无法决定实施快速有效的解决方案。

  Europe and North America: lagging behind

 欧洲和北美:滞后

  In Europe, the region with the highest capacity-consumption ratio, a recovery in 2018 seems likely, but discussions are still shaky and far from reaching any implementable solution. In the long term, it is however expected that around 200 million t of idle capacity, as well as the number of kilns, will decline considerably thanks to plant shutdowns. Experts predict that, in landlocked areas, only eco-friendly, high-tech, and optimised plants will remain, while coastal areas will meet their needs through grinding mills and clinker imports. Here, the Eastern Mediterranean region could become a main supplier thanks to its large exportable surplus.在欧洲,能源消费比例最高的地区似乎有可能在2018年出现复苏,但仍不稳定,远未达成任何可实施的解决方案。然而,从长远来看,由于工厂关闭,预计约2亿吨的闲置产能和窑炉数量将大幅下降。专家预测,在内陆地区,只有环保,高科技和优化的工厂才会保留,而沿海地区将通过磨矿厂和熟料进口满足他们的需求。在这里,东地中海地区可以成为主要供应商,因为其大量的可出口盈余。

  Nevertheless, this transition and restructuring of the European cement industry will not be easy and happen only as a result of natural market dynamics. In spite of recent consolidations between the cement industry giants, the industry still needs to see some more major M&A transactions.尽管如此,欧洲水泥行业的这种转型和重组并不容易,而这只是自然的市场动态。尽管近期有水泥行业巨头并购案例发生,但行业仍需要看到更多重大并购交易。

  And while the current interventions to combat climate change, covered by the EU’s free CO2 allocation and trading system, are helping control and reduce CO2 emissions, this is also causing a slowdown in the consolidation that will ultimately serve to increase overall production efficiency in the cement industry by creating a windfall gain for small companies. Therefore industry associations, in line with public interest and together with the European Commission, should support the cement industry to undertake the restructuring that is so urgently required.目前由欧盟的免费二氧化碳分配和交易系统支持,针对气候变化的干预措施正在帮助控制和减少二氧化碳排放,但这也会导致整合速度放慢,最终将提高水泥的整体生产效率,为小公司创造意外收益。因此,符合公众利益的行业协会和欧盟委员会应支持水泥行业进行迫切需要的重组。

  The North American countries, mainly the US, have similar problems to Europe, with their spare cement capacity and political pressure for CO2 limitations at state level, though they do not have a country-wide trading system to limit CO2emissions. For the region more generally, greater flexibility on imports, as well as further consolidation, are key areas for improvement. Particularly for the coastal regions, more open international trading can provide significant benefits to the industry.北美洲国家,主要是美国,与欧洲有类似的问题,他们的剩余水泥产能和政府对二氧化碳限制的压力处于州级别,尽管他们没有全国范围的贸易体系来限制二氧化碳排放。更通俗的说,更大程度的进出口灵活性,以及进一步的整合是需要改进的关键领域。特别是对于沿海地区来说,更开放的国际贸易可以为行业带来显着的效益。

  Cement trading: room for improvement

  水泥贸易:可改进的空间

  International cement trading ensures more efficient allocation and better utilisation of global resources, so can be a very useful tool in overcoming the global excess capacity problem. This is particularly important for capital-intensive and highly-localised industries like cement, where regional volatility can have a rapid and significant impact on demand, leaving producers with idle and costly resources that undermine long-term stability.国际水泥贸易能够确保更有效的分配和更好地利用全球资源,因此可以成为解决全球产能过剩问题的非常有用的工具。对于像水泥这样的资本密集型和高度区域化的行业而言,这尤其重要,因为区域波动可能对需求产生快速而重大的影响,导致生产商闲置且耗资巨大,破坏了长期稳定性。

  However, recent protectionist policies, such as non-automatic licenses or tariffs, in many countries have hindered international cement trade, driving global overcapacity up. Today international trade meets only 5% of global cement consumption demand, with a volume of 200 million t. This shows there is plenty of room to improve and, ultimately, a great opportunity to reduce the scale of the overcapacity problem.然而,许多国家最近的保护主义政策(如非自动许可证或关税)阻碍了国际水泥贸易,导致全球产能过剩。 今天,2亿吨的国际贸易仅占全球水泥消费需求的5%, 这表明有很大的提升空间,是减少产能过剩问题规模的绝好机会。

 Conclusion

  结论

  Unfortunately, overcapacity is not yet being treated as a serious issue, though this is likely to change if and when the industry faces a downturn in consumption volumes. Such a scenario could be precipitated by a gradual increase of global interest rates, including the LIBOR and EURIBOR, resulting in a period of stagnation in cement consumption volumes. This in turn might lead to a period of consolidation, where the overcapacity problem could hurt the global players, depending on their financial and geographical exposure.不幸的是,产能过剩尚未被视为一个严重问题,尽管如果行业面临消费量下滑,这种情况可能会改变。全球利率逐步上升,包括伦敦银行同业拆息利率和银行同业拆借利率,导致水泥消费量停滞不前。这反过来又可能导致一段时间的并购重组,其中产能过剩问题可能会损害全球参与者,损害程度取决于他们的财务和地理风险。

  Overcapacity currently represents the biggest challenge for the global cement industry and is a significant issue in many countries. However, right now, it seems that China is the only country fighting against this threat, and has established its own methods for doing so. This issue is particularly acute for mature markets with very low capacity utilisation rates, such as Europe. Despite clear lack of leadership, these countries need to join the fight immediately, taking collective, decisive and effective action to secure a more prosperous and secure cement industry for the long term.目前,产能过剩是全球水泥行业面临的最大挑战,也是许多国家的一个重大问题。但是,现在看来,中国是唯一一个与这种威胁作斗争的国家,并且已经建立了自己的方法。对于欧洲等产能利用率很低的成熟市场来说,这个问题尤其突出。这些国家需要立即参与斗争,采取集体、果断和有效的行动,以确保水泥行业长期能更加繁荣和安全。

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近日,位于云南玉溪刘总旗村再次迎来喜事。拥有一条2500t/d的云南省活发集团刘总旗水泥有限公司(简称“刘总旗水泥”)正式为5000t/d生产线奠基,这是玉溪地区第二条5000t/d级的生产线。

2018-11-03 18:48:51

尽管在需求旺盛时期,过多的产能大部分可以被吸收,但近年来我们看到需求低迷造成全球产能过剩,特别是在中国、欧洲、东地中海和中东地区。

2018-05-14 11:08:58

根据《工业和信息化部关于印发钢铁水泥玻璃行业产能置换实施办法的通知》(工信部原[2017]337号)的要求,近日,浙江省经信委对于水泥退出产能进行公告。

2018-04-25 09:37:22

相关业内人士认为,当前,应以化解过剩产能为契机,进一步推动环保、质量、安全等方面的制度改革,新增产能要审批从严,避免在新兴行业形成低端产能虚热。

2017-11-21 13:36:32

水利部近日印发《关于严格水资源管理促进供给侧结构性改革的通知》,要求通过严格水资源消耗总量和强度控制,推动化解过剩产能,助推供给侧结构性改革。

2017-06-02 09:07:31

云南省委办公厅日前公布《关于严格落实产能置换着力化解水泥行业产能过剩矛盾的实施意见》,提出到2020年,水泥熟料去产能1000万吨以上,全省水泥行业产能严重过剩矛盾得到有效化解;布局更加合理,局部地区有效供给能力增加,在建项目得到妥善处理;产业结构进一步优化,质量和效益明显提升。

2017-05-08 09:36:17

产能过剩已经成为制约我国制造业产业升级的重要因素,“去产能”位居当前供给侧结构性改革五大任务之首。近十年,国家层面治理产能过剩的政策频频出台,这些政策文件既有专门针对特定行业的,也有规范行业市场秩序的。系统追溯这些年的产能过剩治理思路,不难发现,一些积极转变正在发生。

2017-03-29 09:16:14

2017年,受制于财政约束,预计基建投资增速将维持稳中略降的运行态势。各地出台房地产调控政策,本轮房地产周期进入下行阶段,预计2017年房地产开发投资增速将低于2016年。房地产的调整将使家电、水泥、建材等相关行业的投资和生产下滑。而小排量汽车购置优惠政策到期,汽车生产和销售增速将回归常态。

2017-02-16 09:15:25

近日,“停止生产32.5等级复合硅酸盐水泥动员大会”在北京举行。此次会议旨在认真贯彻国办发〔2016〕34号文件关于“停止生产32.5等级复合硅酸盐水泥,重点生产42.5及以上等级产品”的精神,推进水泥行业和相关企业主动作为,积极化解水泥产能严重过剩问题。

2016-12-29 10:16:37

产能严重过剩无法新增建设用地、产能过剩退出企业涉及的国有土地可以由政府收回……近日,安徽省国土资源厅发布《支持企业兼并重组和化解过剩产能的若干意见》,“卡住”过剩产能企业脖子,同时鼓励盘活存量土地和企业兼并重组。

2016-08-03 09:52:11

今年以来,A股市场上共有1339家上市公司参与并购重组2178起,其中涉及国有企业383家、共计543起案例。有专家表示,钢铁、煤炭、水泥、电解铝、玻璃、有色、船舶、航运等产能过剩行业将是今年国企兼并重组的重点。

2016-07-06 09:21:57

产能过剩犹如一颗“毒瘤”,成为当前中国经济最迫切需要医治的病症。今年是全面建成小康社会决胜阶段和“十三五”的开局之年,也是推进供给侧结构性改革的攻坚之年。

2016-06-06 09:23:47

多个省份以制订细则或口头指导的方式对化解产能过剩行业债务风险作出部署,并试图通过各种方式对重点帮扶企业注入信用,引导金融机构继续为其融资。而银行等金融机构对产能过剩行业普遍实行“严控新增、存量退出”的策略,在续作和退出之间,小心翼翼地做着平衡。

2016-06-03 09:48:10

《经济蓝皮书春季号:2016年中国经济前景分析》日前发布,蓝皮书认为,产能过剩已经成为中国工业转型升级的最主要风险点之一,而造成产能过剩根本原因在于转型升级不畅。

2016-05-13 09:58:36

水泥板块在去年建材业中整体形势表现最为严峻。纵观15家发布年报的上市公司,只有3家盈利同比增加,净利润同比减少的企业数量占比达80%,逾七成企业营业收入和净利润同比均出现减少。

2016-05-03 15:22:09

钢铁、煤炭、有色、水泥等产能过剩行业,伴随着企业的关停并转、兼并整合,预计未来三年坏账释放可能达到1-2万亿元。

2016-03-31 13:20:38

当前的低层次产能过剩,是我们曾经的经济发展方式使然。改革开放之初,我国经济是靠承接外来产业转移、扮演世界工厂角色发展起来的。

2016-03-31 09:25:20

当前钢铁、煤炭、有色等行业产能过剩矛盾进一步加剧,一些企业完全沦为靠借债维持生存的“僵尸企 业”,而部分困难企业“犹抱琵琶半遮面”,不愿上报真实情况,甚至刻意隐瞒财务状况,背后隐藏的风险不容忽视。

2016-03-29 09:49:27

“关于钢铁等产能过剩问题,党中央、国务院至少在十多年前就提出了要求,可是我们看到的是一边喊产能过剩,一边不停批新项目。” 在3月8日上午的政协经济界别联组会上,全国政协委员、中国石化原董事长傅成玉如是说。

2016-03-10 13:43:21

去产能也是今年“两会”热点之一,如何打破产能过剩的魔咒?工信部原部长李毅中谈到五点。他认为,起码现在相关行业对产能过剩“认账了”。

2016-03-10 13:18:44

近日,国家统计局发布的工业企业财务数据显示,2015年,规模以上工业企业利润总额比上年下降了2.3%,为多年来首次下降。其中,12月份利润同比下降4.7%。

2016-02-03 11:38:36

日前闭幕的中央经济工作会议,把积极稳妥化解产能过剩列为2016年经济社会发展五大任务的第一项。此前,李克强总理在经济工作专家座谈会上表示,要加大政府引导和金融支持,尊重市场规律,推动兼并重组,加快落后产能淘汰和“僵尸企业”退出,促进企业效益和资源配置效率回升。

2015-12-31 14:26:07

展望2016年,在传统产能过剩行业主动去杠杆、去产能的背景下,产能过剩企业的信用风险可能继续暴露,违约常态化趋势将更明显。

2015-12-31 14:20:29

目前,产能过剩行业何时见底、信用风险如何演化、是否会发生超预期的风险事件导致信用利差大幅反弹等问题,成为信用债投资者关注的焦点。

2015-11-27 09:29:55

原国务院发展研究中心副主任刘世锦表示,中国经济的上一程保持高速增长,但是在经济新常态下,不能再有“企业产能过剩不着急,再熬几年中国经济还会高增长”的幻想,要适应新常态。

2015-10-27 10:13:04

建材业要适应新常态,谋求纵深转折,实现新发展,首要命题之一就是要面对产能过剩这个全国性的行业突出矛盾,牢牢扭住这个“牛鼻子”后再图前行。

2015-03-26 10:39:14

面对艰难的巿场,西部水泥亦无可幸免,公司于2014年10月29日发布盈利警告,公司今年的盈利将较去年大幅下跌。疲弱的价格令公司的盈利能力出现倒退。虽然公司水泥销售量2010年至2013年急升77%,然而期间纯利则由9.25亿元人民币倒退至3.78亿元人民币。

2015-02-27 13:51:30

产能利用率低,是产能过剩行业最直观的特点。我国产能利用率目前为78.7%,处于较低水平。这说明,当前我国产能过剩问题仍然十分突出,凸显化解产能过剩的进程缓慢而艰难。治理积重难返的产能过剩问题,亟需市场和政府“两只手”共同发力,真正建立起长效机制。

2014-11-21 10:26:27

10月14日,中国建筑材料联合会会长乔龙德主持召开了遏制违规新增水泥产能专题座谈。北方水泥有限公司总裁张传军认为产能过剩或将伤及国家经济命脉。

2014-11-05 09:38:52

继工信部发布关于做好部分产能严重过剩行业产能置换工作的通知后,日前,工信部又发布了关于部分产能严重过剩行业在建项目产能置换有关事项的通知,此次工信部发布的通知是对部分产能严重过剩行业在建项目产能置换的严格把关。

2014-09-12 15:48:53

高智表示,国家相关部门已经看到在去年水泥项目投资核准权下放后,各地水泥产能出现扩张的苗头。但政府出台相关遏制产能过剩的政策必须有相应的操作细则和配套措施,否则各地水泥产能扩张或难以控制。

2014-08-27 09:44:37

部分行业的产能过剩问题再次成为我国经济结构调整的热点。日前,工业和信息化部出台产能置换办法,直指钢铁、电解铝、水泥、平板玻璃四大行业,旨在通过等量或减量置换控制过剩行业产能总量。这被认为是解决这些行业多年来产能过剩顽疾的新办法。

2014-08-06 13:35:00

在黑、吉、辽、内蒙古四省区调研中,水泥企业普遍表示,愿意实行错峰生产,且对错峰区域和时间提出了具体的意见和建议。

2014-07-11 09:08:19

近日,浙江省政府发布《化解产能过剩矛盾实施方案》,要求熟料产能控制在7000万吨以内,水泥粉磨产能控制在16850万吨以内。5年内逐步淘汰能源消耗和污染物排放不达标的、日产2000吨以下新型干法水泥熟料生产线。

2014-05-30 08:57:07

产能过剩到底带来了什么?对行业以及行业中的个人产生了怎样的影响?当地媒体分别就疆内四大行业的产业现状、产能过剩的程度,从市场角度进行一次“摸底”,并梳理《通知》的内容,看新疆此次通过哪些举措,调整优化产业结构,化解产能严重过剩的矛盾。

2014-04-23 15:27:49

当前,我国水泥产业产能利用率仅为73.7%,明显低于国际通常水平。多年来都在呼吁要控制水泥产能,政府也多次出台化解产能过剩的政策,却难逃越治理越过剩的怪圈:2008年~2012年,全国水泥熟料总产能增长了110%。为何会出现这种状况?

2014-04-11 09:13:46

3月13日,2014第三届中国水泥网年会暨2013百强榜颁奖典礼在浙江杭州举行。期间,清水河县蒙西水泥有限公司总裁王海东接受了中国水泥网记者专访,根据内蒙古地区实际情况,就落后产能淘汰、环保政策推行、产业链延伸及取消复合32.5水泥等业内关注的重点问题谈了自己的看法。

2014-03-27 16:15:08

目前在各方面条件都不成熟的情况下,就匆匆忙忙提出取消占全国水泥产量50%以上的复合32.5水泥产品标准,是严重脱离我国实际情况的。

2014-03-27 15:40:53

“以往淘汰的产能或多或少有点重复计算,数据是有水分的。”一名水泥行业人士指出,在实际操作过程中,存在熟料、水泥产能重复计算的现象,一些企业和地区为了“赶时髦”“炒作”自己淘汰的产能多,存在虚报的现象。

2014-03-06 09:37:01

水泥行业的盈利能力自2011年达到历史顶峰后便开始下降。2011年1吨水泥可以赚50多元,目前在20元左右。总体来看,水泥的总产量是在增长的,而盈利能力是在下降的,这就是一个行业产能过剩的具体表现。

2014-02-13 10:50:03

1月10日上午,江苏省政府召开化解产能过剩矛盾意见新闻发布会,省政府副秘书长王志忠介绍,除电解铝行业(仅有1家年产10万吨的徐州大屯铝业公司)外,钢铁、水泥、平板玻璃、船舶等4个行业均不同程度存在产能过剩问题。

2014-01-10 13:58:27

在政府和行业的多措施协调中,通过水泥工业的技术创新推动产业转型升级,无疑成了化解水泥行业产能过剩的一大重要手段与实施途径,而水泥行业的技术研发单位与设备制造商,则成了推动水泥工业技术创新与进步的最大助力。

2014-01-10 13:19:34

今年10月15日,国务院公布《关于化解产能严重过剩矛盾的指导意见》,提出要化解水泥、钢铁、电解铝、平板玻璃、船舶等行业产能严重过剩的矛盾,并规划未来五年化解“路线图”。那么,这些化解产能过剩的措施力度如何?我们对此进行逐一剖析。

2013-11-27 10:57:12

15日,《国务院关于化解产能严重过剩矛盾的指导意见》发布,将改革重点锁定钢铁、水泥、电解铝、平板玻璃、船舶等五大严重产能过剩行业,并规划未来五年化解产能过剩的“路线图”。

2013-10-18 11:14:49

据中国水泥网统计,2012年1-12月全国点火投产新型干法熟料生产线共102条,新增熟料产能13897.3万吨(运转时间以310天计)。尤以新疆新增产能最多,新增生产线达19条。据在建项目正常进度情况测算,2013年全年新点火项目规模在1.2亿吨左右,产能过剩的压力将有增无减。

2013-07-05 09:17:44

水泥作为国务院明确列入重点调控的产能严重过剩的六大行业之一,产能过剩问题被认为是困扰水泥企业可持续发展的重大难题。然而让人意外的是,近日,身为龙头老大的海螺水泥反驳“产能过剩”,认为目前水泥产能过剩并不严重,该“非主流”论调,一时间石破天惊,引起业界一片哗然。

2013-06-09 17:59:05

Since the 21st, some major manufacturers in Zhanjiang, Maoming, Yangjiang and Yunfu in western Guangdong have again notified an increase in cement prices by 30 yuan/ton, and the specific implementation remains to be observed.