On November 7, 2021, the "Opinions of the CPC Central Committee and the State Council on Deepening the Battle of Pollution Prevention and Control" was released, and one of the contents of "continuing to fight the battle against pollution from diesel trucks" attracted the attention of the author.
Deeply implement the clean diesel vehicle (machine) action, basically eliminate the national third and below emission standard vehicles, promote the demonstration and application of hydrogen fuel cell vehicles, and orderly promote clean energy vehicles. Further promote the electrification of public transportation and official vehicles in large and medium-sized cities. Continuously improve the use rate of shore power for ships at ports. Implement stricter automotive gasoline quality standards. Accelerate the transportation of bulk goods and medium- and long-distance goods "public to rail" and "public to water", and vigorously develop multimodal transport such as public railways and molten iron. During the "14th Five-Year Plan" period, the proportion of railway freight volume increased by 0.5 percentage points, and the average annual growth rate of waterway freight volume exceeded 2%.
Through the above content, we can see that the elimination of vehicles under China III and below and the promotion of new energy vehicles are included in the national policy.
According to the author's review of the "Three-Year Action Plan for Winning the Blue Sky Defense War" publicly released by the State Council on July 3, 2018, it is found that by the end of 2020, some national three vehicles have been guided to be eliminated in advance through elimination subsidies and traffic restrictions.
On October 30, 2021, the Ministry of Ecology and Environment issued the "2021-2022 Autumn and Winter Air Pollution Comprehensive Control Plan", which involves the elimination of national three vehicles and the "public to rail" of bulk goods.
Accelerate the promotion of diesel truck pollution control. Fully complete the elimination task goal of heavy-duty diesel trucks in operation of the National III and below emission standards in the Beijing-Tianjin-Hebei and surrounding areas, the Fenwei Plain, carry out the special inspection of heavy-duty gas vehicles with National VI emission standards, promote the elimination and renewal of vehicles and machinery in key sites and new energy, and carry out special actions to combat non-standard oil.
Promote the "public to rail" of bulk goods. Accelerate the construction of special railway lines and intermodal transport loading and unloading connection facilities, accelerate the promotion of coastal ports ore dredging "public to iron", improve the transportation capacity of existing special lines, compile a "one enterprise, one policy" plan for the adjustment of bulk cargo transportation structure in ports and key industries, and promote the urban logistics public railway intermodal transport mode of "internal collection and external distribution" in municipalities directly under the central government and provincial capitals.
At present, the state vigorously advocates a variety of modes of transportation, compared with railway transportation, China's freight is still mainly based on road transportation. According to the latest data from the Ministry of Communications, in 2020, the country completed 46.44 billion tons of commercial freight and 19,676.092 billion tons of cargo turnover, down 0.5% and 1% respectively from the previous year. The total volume of goods sent by railways was 4.552 billion tons, an increase of 3.2% over the previous year; the commercial freight volume of highways was 34.264 billion tons, which was more than 7 billion tons less than the freight volume in 2019 (41.6 billion tons).
According to the data of China Automobile Association, the cumulative sales of domestic heavy trucks in 2020 were 1.62 million units, an increase of 37.99% year-on-year. At the same time, from January to July 2021, the cumulative sales of new energy commercial vehicles were 81,000 units, an increase of 60.9% year-on-year, of which the cumulative sales of pure electric commercial vehicles were 78,000 units, an increase of 67% year-on-year. The cumulative sales of pure electric commercial vehicles accounted for 96.3% of the total number of new energy commercial vehicles. Judging from the types of new energy heavy-duty truck vehicles delivered in the first half of the year, electric trucks account for the highest proportion, and their main use scenarios are four categories: short-term transportation in mining areas, short-term transportation in factories, port traction transportation and urban slag transportation.
Through the above data, we can find that the commercial freight volume data completed by the highway has dropped significantly, but on the contrary, the sales volume of domestic heavy trucks has increased significantly, of which the number of new energy heavy trucks has also increased significantly. Therefore, the competition pattern of the road freight market in the future may change, and the source structure will be converted from "large quantities, small batches" to "small batches, multiple batches". Long-distance transportation in bulk goods will reduce the proportion of road transport, relying more on iron and sea transport, and the premise of connecting between public to rail and water needs to be filled by the data of the road transport section.
On April 22, 2019, the Ministry of Ecology and Environment, the Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Finance, and the Ministry of Transport jointly issued the Opinions on Promoting the Implementation of Ultra-low Emissions in the Steel Industry, which emphasized the requirements for clean transportation of bulk material products when referring to the ultra-low emission target requirements of steel enterprises:
The proportion of iron concentrate, coal, coke and other bulk materials and products entering and leaving iron and steel enterprises is transported by clean means such as railways, waterways, pipelines or tubular belt conveyors; if it is not reached, the automobile transportation part should all adopt new energy vehicles or vehicles that meet the National VI emission standards (vehicles with National V emission standards can be used before the end of 2021).
Combining the above national policies, as well as the decline in the volume of commercial freight on the road and the rising sales of heavy vehicles, it reveals that the country is strongly breaking into the public transit railway, as well as eliminating backward vehicles and promoting the application of new energy vehicles. This will also be a revolutionary change in transportation mode for steel companies, and even on January 1, 2022, all new energy vehicles or vehicles that meet the National VI emission standards will be adopted.
This is also extremely challenging for steel companies that have long relied on heavy truck transportation in China V and below for many years. Blocking the development of backward heavy trucks in steel enterprises, and achieving new energy vehicles or vehicles with emission standards above The national VI emission standard is also the trend of the times. Especially in the context of the country's promotion of green and high-quality development, steel enterprises should comply with the requirements of national and local policies and seek or apply alternative clean transportation modes in a timely manner.
At present, with the upgrading of emission standards, pollution control and environmental protection and other factors, the national three and four vehicles are facing the dilemma of being eliminated and restricted, and the pressure of carbon emissions has also made some large cities and factories begin to restrict the national five vehicles, and the situation of the national five vehicles is equally difficult. It is understood that Hebei, Henan, Shandong and other regions have introduced control policies for The National V diesel vehicles, and many factories and enterprises have prohibited the Entry of the National V Diesel Vehicles into the factory to load and unload. A number of steel companies, such as Tianjin Iron and Steel Group Co., Ltd., Shandong Laigang Yongfeng Steel Co., Ltd., and Tianjin Rongcheng United Steel Co., Ltd., have clearly stated that from January 1, 2022, vehicles with emission standards of China V and below will be prohibited from entering.
From the information in the above documents, it can be seen that Tianjin Iron and Steel Group Co., Ltd. and Shandong Laigang Yongfeng Iron and Steel Co., Ltd. will use new energy vehicles and vehicles that meet the National VI emission standards for the transportation of iron ore concentrate, coal, coke and other bulk materials and products entering and leaving steel enterprises from January 1, 2022. At that time, models below the National VI emission standard will be prohibited from entering the factory.
Tianjin Rongcheng United Steel Co., Ltd. will prohibit vehicles below China VI from entering the factory from January 1, 2022.
From January 1, 2022, Fujian Sangang will prohibit scrap steel vehicles below The National VI from entering the factory.
Shaanxi Iron and Steel Group Hanzhong Iron and Steel Group Co., Ltd. also announced that from January 1, 2022, vehicles below the national sixth will not be able to enter the factory.
In addition to the above steel companies, shandong logistics companies have also issued a notice to the corresponding cooperative enterprises, requiring them to be upgraded to new energy and National VI emission standard vehicles as soon as possible, and from January 1, 2022, China V and below standard vehicles are prohibited from entering the factory.
At the same time, according to relevant channel information, steel companies or coke companies in Tianjin, Hebei, Henan, Shandong, Shanxi and other places have also not allowed National V vehicles to enter the factory area.
From the above national policies and the signals revealed by steel companies, especially in accordance with the requirements of the "Opinions on Promoting the Implementation of Ultra-low Emissions in the Steel Industry" jointly issued by the five ministries and commissions, in 2022, steel enterprises in key areas of air pollution prevention and control such as Beijing-Tianjin-Hebei and surrounding areas, the Yangtze River Delta region, and the Fenwei Plain will use new energy models or trucks that meet the National VI emission standards to transport bulk materials and products if they cannot achieve the proportion of clean transportation. This also means that from 2022 onwards, more enterprises and large factories across the country may restrict the entry of China V diesel trucks into the factory to pull goods and participate in operations.
At present, with the continuous deepening of environmental protection governance, more and more regions will join the ranks of china iv and five diesel vehicles. Especially in the context of the "double carbon" goal, China VI trucks and new energy trucks will undoubtedly have greater right of way, while China IV and China V diesel vehicles will be restricted everywhere, and the market space for China V trucks engaged in bulk goods or steel transportation will also be gradually squeezed. In other words, with the continuous deepening of the national environmental protection policy, it is only a matter of time before vehicles of The Fifth National And below withdraw from the historical stage.
In summary, under the guidance of the new national policy, China's steel transportation industry will form a transportation structure of "railway transportation and water transportation to undertake trunk line transportation, and road transportation to undertake branch distribution and supplementary transportation". "Carbon emission reduction" and "carbon peaking" are complex system engineering, which is related to sustainable development! In the face of future development opportunities and challenges, steel companies and related industry enterprises must maintain their determination and perseverance for the application of clean technology. With the promotion of green and high-quality development of the industry as the starting point, continue to deepen the structural reform of the supply side of transportation as the main line, promote the coordinated linkage of various modes of transportation, follow the trend, take advantage of the momentum, and fully carry out the new development of the steel industry in the future!