I saw two interesting messages. One piece of information is that a Φ4.0 m clinker production line with a capacity of 2000 t/d has been withdrawn from a province in southwest China. Two Φ4.7 m clinker production lines with the original approved capacity of 4000 t/d in a cement enterprise in a northern province were accepted to be withdrawn from the production line, which was used to supplement the capacity of the existing production line.
Another piece of information is the information about the specific arrangement of cement clinker peak staggering production in 2025-2026 in a northern province (also mentioned above). In the heating period (from November 2025 to March 2026), peak shifting production will be implemented, and in the non-heating season (from April 2026 to October 2026), peak shifting will be implemented for 15 days per month in principle. According to this calculation, 365 days need 256 days of peak staggering, accounting for 70% of the peak staggering days. Based on the annual (design) production of 300 days, the effective operation rate of equipment is 36%. The capacity utilization rate is consistent with the operation rate if the production is carried out according to the record capacity within the production time.
At present, it is a little inconceivable that the province with such a low operation rate has replaced its production capacity from outside the province. The new replacement method stipulates that cement clinker production lines located in provinces where the average capacity utilization rate of cement clinker is less than 50% in the first three years shall carry out capacity replacement, and in principle, capacity shall not be replaced from outside the province. However, the capacity utilization rate of the northern province from 2022 to 2024 is not specified in the replacement plan. It can only be more than 50% by default. Moreover, even if it is too low, the requirement is only in principle, not absolutely, so there is nothing "wrong" with it!
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