The cement industry is a representative of high-energy-consuming industries, and energy saving and consumption reduction and green environmental protection have always been the direction of its exploration. Under the "double carbon" goal, cement companies have accelerated their exploration of their own path to carbon neutrality through the layout of new energy.
On June 16, cement company Tapai Group (002233. SZ) announced that in combination with the cement industry to achieve carbon peaking, carbon neutrality and technology path, in order to optimize the company's energy use structure and reduce electricity costs, the company intends to invest 1.339 billion yuan to build three distributed photovoltaic power generation energy storage integration projects.
Among them, it is planned to invest 1.28 billion yuan for the 220MWp distributed photovoltaic power generation project + 45MW/151MWh containerized energy storage project in the Jiaoling area, 37.022 million yuan for the Huizhou Tapai 5MWp distributed photovoltaic power generation project + 3MW/10MWh containerized energy storage project, and the 21.502 million yuan Fujian Tapai 5MWp distributed photovoltaic power generation project.
According to the announcement, the above-mentioned projects stipulate that the nearest access, self-investment, surplus electricity on the Internet, and economic access according to the distance between the construction site and the transmission line. After the project is completed and put into operation, the average annual power generation is expected to be 271.03 million kWh based on the 1,300 hours of full annual power generation, which will reduce CO₂ emissions by about 142,700 tons per year.
Tapai Group said that the foreign investment in the distributed photovoltaic power generation energy storage integration project is in line with the national development goal of "carbon peaking and carbon neutrality", in line with the relevant industrial policies of the state to promote the healthy development of the photovoltaic industry, and is also one of the effective measures for the company to actively deploy carbon emission reduction of cement enterprises. After the project is completed and put into operation, it will greatly reduce the cost of electricity purchased by the company, promote clean production, low-carbon production, reduce energy consumption and carbon emissions, and further enhance the core competitiveness of the company's cement main business.
After the announcement, on June 17, the share price of Tower Group ended 4 consecutive clouds, once rising more than 3%, closing at 10.61 yuan / share, an increase of 1.53%.
According to public information, Tapai Group was established in June 1999 as the first listed company in Guangdong Province to take cement as its main business. From the performance point of view, Tapai Group temporarily ranked in the second and third echelons, in 2020, the company achieved revenue of 7.047 billion yuan, an increase of 2.26% year-on-year; net profit attributable to the mother of 1.782 billion yuan, an increase of 2.81% year-on-year.
In the same period, China National Building Materials and Conch Cement achieved revenue of 254.763 billion yuan and 176.243 billion yuan respectively, and net profit attributable to the mother was 12.553 billion yuan and 35.13 billion yuan. The revenue of China Resources Cement, Jidong Cement, Huaxin Cement and Shanshui Cement all exceeded 20 billion yuan.
Pacific Securities once pointed out in the research report that the carbon emissions of the cement industry will reach 1.375 billion tons in 2020, accounting for 13.5% of the total national carbon emissions, second only to steel in the industrial industry. Under the guidance of the "3060" carbon target, the cement industry may usher in a new round of technological change, the technical advantages of leading enterprises are obvious, or further seize market share, the future industry or usher in a new round of supply-side reform, concentration is expected to accelerate.
In fact, there are already leading cement companies preemptively laying out light storage. According to the Voice of Zhejiang, in March last year, Jiande Conch Cement, a subsidiary of Conch Cement, invested 1.1 billion yuan to build a new energy optical storage integration project, and as of April this year, 80% of the total project volume has been completed, and the project scale is 14.7 MW of photovoltaic power generation and 4MW of photovoltaic storage, which can meet 20% of the company's electricity demand.
In addition, the market is also paying more attention to the future development of cement companies under the double carbon blueprint. On June 17, some investors asked Jidong Cement whether the double carbon background would have an impact on the company's production and operation. In this regard, Jidong Cement said that the company has been committed to energy conservation and emission reduction, green factory and green mine construction, and has not found a negative impact on the company's production and operation.
It is conceivable that under the role of the market and policies, the high-energy-consuming industries represented by the cement industry will further increase the sources of energy consumption, the replacement rate of raw fuels, etc., actively participate in carbon asset management, and pay more attention to energy-saving and emission-reduction technologies, carbon markets and other information. The "photovoltaic +" industrial model provides more development directions for energy conservation and emission reduction, decarbonization and consumption reduction in high-energy-consuming industries, and will become the choice of more enterprises.
Text/Li Lu
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