On October 13, the Jiangsu Provincial Office of Industry and Information Technology announced that. Jiangsu Xinjie Southern Cement Co., Ltd. intends to replace 2000 t/d of the capacity of 5000 t/d clinker production line to Lishui Tianshan Cement Co., Ltd. The remaining 3000 t/d capacity is replaced to Jiangsu Yicheng Nanfang Cement Co., Ltd.; Yixing Tianshan Cement Co., Ltd. intends to replace 1300t/d of the capacity of 2000 t/d clinker production line to Nanjing Zhonglian Cement Co., Ltd. The remaining 700t/d capacity is replaced by another 5000t/d production line of the same company. The production lines transferred out of production capacity will be withdrawn before the production of new production capacity.
On October 11, Guizhou Provincial Office of Industry and Information Technology announced that the capacity index of Zunyi Conch Pan Jiang 4500t/d production line was replaced by two clinker production lines of Yingde Conch in two parts. Zunyi Conch Panjiang 4500t/d clinker production line will be shut down on September 1, 2025 and planned to be dismantled before October 31, 2026. It is reported that this line is the fourth 4500t/d clinker line replaced and shut down by Conch Cement in Guizhou.
At present, the price of cement has fallen to a historic low level, and the intensification of competition caused by overcapacity is one of the important reasons. Replenishing production capacity is one of the effective ways to effectively reduce excess and optimize the layout of production capacity. In October
2024, the Ministry of Industry and Information Technology issued the Notice on Further Standardizing the Capacity Management of the Cement Industry, which aims to strengthen the capacity management of the cement industry, and capacity replacement is one of the important tasks.
According to the statistics of China Cement Network Cement Big Data Research Institute, up to now, there are only more than 100 public projects to supplement production capacity, with a cumulative capacity of 34.969 million tons, a withdrawal of 55.82 million tons, a net reduction of 20.851 million tons , and a net reduction of production capacity far less than decline in demand. The contradiction between supply and demand is enlarged, and the policy effect is poor.
On September 24, the Ministry of Industry and Information Technology and other six departments jointly issued the Work Program for Steady Growth of Building Materials Industry (2025-2026), which emphasizes once again that cement enterprises should formulate a capacity replacement plan for the capacity exceeding the project record by the end of 2025, promote the unification of actual capacity and record capacity, and promote the construction of new ones. At the same time, it is strictly prohibited to transfer cement clinker production capacity from non-key areas of air pollution prevention and control to key areas of air pollution prevention and control, so as to prevent the aggravation of overcapacity in key areas.
Table: Replacement of production capacity Data
Source: Cement Big Data (https://data.ccement.com/)
It is expected that the number of replacement projects of cement enterprises will increase significantly in the future. The withdrawal of backward and inefficient production capacity has been accelerated, and new substantive steps have been taken to restore the balance between supply and demand.
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