Ministry Of Industry And Commerce: Output Of Cement Industry Increased Sharply In The First Half Year

According to the website of the Ministry of industry and information, the cement industry in the first half of 2011 continued to develop rapidly in the "11th Five-Year" period, and the output increased sharply, the price rose rapidly, and the investment volume dropped sharply.

I. operation

Prices are rising rapidly.

In June, the average export price of the national cement was 325.43 yuan per ton, up 1.07 yuan from last month, 57.24 yuan higher than that of the same period last year. The average price rose 51.54 yuan in the first half of last year compared with the same period last year.

In June, the average price of cement clinker was 295.61 yuan per ton, up 3.57 yuan from last month, 90.89 yuan higher than that of the same period last year. The average price in the first half of this year increased by 87 yuan over the same period last year.

Exports continued to decline.

In 1-6, 5 million 600 thousand tons of cement and clinker were exported, down 35.5% from the same period last year.

The export amount was $310 million, down 14.9% from the same period last year.

Investment

The main reason for the above analysis is that the rapid growth of cement production is mainly due to the rapid growth of fixed assets investment. In 1~6 months, the fixed assets investment in China increased by 12 trillion and 460 billion yuan, up 25.6% over the same period last year, of which the real estate development investment was 2 trillion and 630 billion yuan, an increase of 32.9% over the same period last year. The rise in price was mainly due to the shortage of cement enterprise operation rate (power outage, production restriction), the rise in the cost of raw materials and labor, and the elimination of backward production capacity; the decline in exports was mainly due to strong domestic demand, better prices and limited demand for foreign cement market; the sharp decline in cement fixed assets investment was mainly due to the fact that the state did not approve new cement (clinker) production capacity since September 30, 2009.

Two, the pressure currently facing

The elimination of backward tasks is arduous.

This year has announced the elimination of backward cement production capacity of 1.5 million tons.

As the price of cement has been improving as a whole, there are signs of the resurgence of backward production capacity in some areas, which has increased the pressure of eliminating backward work.

Overcapacity is increasing in some areas.

Preliminary statistics show that a total of 57 production lines were put into operation in the first half of this year, and the new clinker production capacity was 58 million tons. It is estimated that 150 production lines will be put into operation throughout the year, and the new capacity will reach 1.86 billion tons. In the first half of this year, the cement industry investment growth slowed down compared with the same period last year. The total capacity of cement production in some areas will be obviously surplus, especially in the western region, and the capacity will be released in large quantities, which will increase the pressure on the market.

Advanced capacity replacement and backward production capacity are more difficult.

According to the principle of equivalent or decrement displacement, the technical pformation project of new dry process cement clinker production line is not in place.

At present, cement grinding technology pformation projects can not be implemented either. Industrial policies need to speed up the elimination of cement grinding equipment. Enterprises are in a dilemma, and ultimately affect the enthusiasm of enterprises in promoting technological pformation, eliminating backward, saving energy and reducing emissions, increasing varieties, improving equipment and improving quality.

Three, policy recommendations

We should intensify efforts to eliminate backward production capacity.

In strict accordance with the announcement of the Ministry of industry and information technology (the Ministry of industry and information technology) to eliminate backward cement production capacity of 1.5 million tons in various provinces (regions and markets), we should supervise and check the implementation of backward cement in various localities, make good use of financial subsidy funds, and thoroughly dismantle backward cement equipment so as to prevent the resurgence.

Strict implementation of cement industry admittance.

The production of new and expanded cement (clinker) production projects must conform to the "cement industry entry conditions". The production enterprises and production lines that conform to the "cement industry access conditions" shall be verified in accordance with the Interim Measures for the administration of admittance notices in the cement industry, and shall be promulgated for public supervision and dynamic management.

We should intensify joint reorganization and optimize industrial layout.

There are nearly 5000 cement enterprises, the industry concentration is not high, the average size of enterprises is less than 400 thousand tons of cement, we should actively promote joint reorganization and optimize the layout of enterprises, further improve industrial concentration, and promote the optimization and upgrading of the cement industry structure.

We should strengthen product quality supervision, strengthen license management, ban unlicensed illegal production enterprises, strictly enforce the "quality management rules for cement enterprises", study and improve the application specification of high performance concrete, and formulate the admittance standard of concrete admixture industry.