Summary| the top ten hot events in the cement industry in 2021

I. Opinions on Improving cement product quality and regulating the order of the cement market on May 25

In 2021, crack down on a number of illegal construction, production, sales and use, and strengthen the comprehensive investigation and governance of the cement industry. By the end of 2023, the cement market order will be effectively controlled, and illegal acts such as counterfeiting, unlicensed production, falsification of engineering inspection reports, and environmental pollution will be effectively curbed. By the end of 2025, the capacity utilization rate of enterprises will basically return to a reasonable range, the industrial intelligence and greening will be significantly improved, and the quality level and high-performance product supply capacity will be significantly enhanced.

II. Guiding Opinions on Strengthening the Prevention and Control of Ecological Environment Sources in Construction Projects with High Energy Consumption and High Emissions on May 30

Where capacity replacement is involved, information such as replacement capacity withdrawal equipment and capacity should also be recorded. The existing "two supremes" projects shall be reviewed in accordance with relevant requirements. The "two supremes" projects are temporarily counted according to six industry categories such as coal power, petrochemicals, chemicals, iron and steel, non-ferrous metal smelting, and building materials, and if there are clear provisions on the scope of the "two supremes" in the follow-up, follow those regulations. The Opinions also point out that for projects with large environmental impacts or high environmental risks such as cement clinker, the authority to approve EIA or the approval requirements should not be arbitrarily delegated in the name of reform pilots.

3. Notice on the 14th Five-Year Plan for circular economy development on July 1

Promote the "one line, one policy" of cement and other key industries to formulate a cleaner production transformation and upgrading plan; it is also mentioned to promote the coordinated disposal of urban waste, determine the payment standard for the coordinated disposal of urban waste through market-oriented methods, orderly promote the coordinated disposal of medical waste, hazardous waste, domestic waste, etc. in cement kilns and smelting kilns, and coordinate the coordinated emergency disposal of medical waste in domestic waste incinerators.

4. July 20 Implementation Measures for Capacity Replacement in cement and glass industry (revised version)

First, the proportion of capacity replacement of cement projects has been increased, and cement projects in key areas of air pollution prevention and control have been adjusted from 1.5:1 to 2:1, and key areas for non-air pollution prevention and control have been adjusted from 1.25:1 to 1.5:1. The second is to increase the intensity of inefficient production capacity reduction, and the capacity replacement ratio of cement production capacity restricted by the industrial structure adjustment catalogue and inter-provincial replacement cement projects is not less than 2:1.

5. On August 17, the "Barometer of the Completion of The Dual Control Target of Energy Consumption in Each Region in the First Half of 2021" was released

Guangxi, Guangdong, Fujian, Yunnan, Jiangsu and other places are first-level early warnings, cement enterprises limit electricity and production, cement supply is in short supply in stages, and prices have risen sharply.

6. October 18 " Several Opinions on Strict Energy Efficiency Constraints to Promote Energy Conservation and Carbon Reduction in Key Areas "

By 2025, through the implementation of energy conservation and carbon reduction actions, the proportion of production capacity in key industries such as cement and data centers that have reached the benchmark level will exceed 30%.

7. October 24,030 Carbon Peak Action Plan

It is strictly forbidden to add new cement clinker and flat glass production capacity, and guide the building materials industry to transform into lightweight, intensive and product-based. Promote the normalization of cement peak production, and reasonably shorten the operation time of cement clinker devices. Use renewable energy sources such as wind and solar energy according to local conditions, and gradually increase the proportion of electricity and natural gas applications。 Encourage building materials enterprises to use fly ash, industrial waste residue, tailings slag, etc. as raw materials or cement mixtures.

VIII. October 28, "2021-2022 Autumn and Winter Air Pollution Comprehensive Treatment Plan"

The scope of implementation is based on the "2+26" cities in Beijing-Tianjin-Hebei and the surrounding areas and the cities in the Fenwei Plain, and some cities in northern Hebei, northern Shanxi, eastern and southern Shandong, and southern Henan are added, Xuzhou, Lianyungang, Suqian, Jiangsu Province, and Huaibei, Fuyang, Suzhou, and Bozhou in Anhui Province are implemented with reference to this plan. In view of the cement industry, it is proposed to implement the requirements of the "Notice on Further Normalizing the Staggered Peak Production of Cement" and do a good job in the staggered peak production of the cement industry.

9. December 3, "14th Five-Year Plan for Industrial Green Development"

The "Planning" proposes that by 2025, the green and low-carbon transformation of industrial structure and production mode will achieve remarkable results, green and low-carbon technology and equipment will be widely used, the efficiency of energy resource utilization will be greatly improved, and the level of green manufacturing will be comprehensively improved, laying a solid foundation for the peak of carbon in the industrial field in 2030. Among them, the carbon emission intensity continued to decline, and carbon dioxide emissions per unit of industrial added value decreased by 18%. Energy efficiency has steadily improved, and the energy consumption of industrial units above designated size has been reduced by 13.5%. The level of resource utilization has been significantly improved, the comprehensive utilization rate of bulk industrial solid waste has reached 57%, the recycling of major renewable resources has reached 480 million tons, and the water consumption per unit of industrial added value has decreased by 16%. The intensity of pollutant emissions has decreased significantly, and the emission intensity of major pollutants in key industries has been reduced by 10%. The green manufacturing system is becoming more and more perfect, the green manufacturing system in key industries and key regions has been basically completed, and the output value of the green environmental protection industry has reached 11 trillion yuan.

10. On December 11, China National Building Materials Group injected 100% equity of Zhonglian Cement, 99.93% equity of Nanfang Cement, 95.72% equity of Southwest Cement and 100% equity of Sinoma Cement into the listed company Tianshan Cement (Tianshan Cement is currently in the process of applying for a name change), with a transaction size of 98.1 billion yuan, which is the largest asset purchase project in the history of A-share transactions. Business consolidation was initiated in July 2020, and the additional 7.3 billion new shares issued were listed on the Shenzhen Stock Exchange in November 2021.