Yunnan will remove two cement clinker lines

2025-12-16 13:05:27

On December 16, the Yunnan Provincial Department of Industry and Information Technology issued the Announcement of the Capacity Replacement Scheme for the Supplementary Capacity Project of the 3000 Tons Cement Clinker Production Line of Nujiang Kungang Cement Co., Ltd. and the Announcement of the Capacity Replacement Scheme for the 3000 Tons Cement Clinker Production Line of Yingjiang Kungang Rongquan Cement Co., Ltd. The publicity period is from December 16 to December 29, 2025.

On

16 December, The Department of Industry and Information Technology of Yunnan Province issued the Announcement of the Capacity Replacement Plan for the Supplementary Capacity Project of the 3000t/d Cement Clinker Production Line of Nujiang Kungang Cement Co., Ltd. and the Announcement of the 3000t/d Cement Clinker Production of Yingjiang Kungang Rongquan Cement Co., Ltd. Announcement of Capacity Replacement Plan for Line Supplementary Capacity Project, the announcement period is from December 16 to December 29, 2025.

According to the announcement, Nujiang Kungang Cement Co., Ltd. has a design capacity of 2500t/d, a supplementary capacity of 500t/d, a replacement capacity of 750t/d, and a replacement ratio of 1.5: 1 for the original filing or approval documents of the supplementary capacity project of the cement clinker production line with a daily output of 3000 tons. 750t/d of a 2000t/d cement clinker line of

Yunnan Zhongrui (Group) Building Materials Co., Ltd. is used for the replacement capacity of the project, which is planned to be dismantled and withdrawn within one month from the date of announcement of the scheme. The design capacity of the original filing or approval document of the supplementary capacity project of the 3000t/d cement clinker production line

of Yingjiang Kungang Rongquan Cement Co., Ltd. is 2000t/d, the supplementary capacity is 1000t/d, the replacement capacity is 1500t/d, and the replacement ratio is 1.5: 1. 1500t/d of a 2000t/d cement clinker line

of Eshan Hongfeng Building Materials Co., Ltd. is used for the replacement capacity of the project, which is planned to be dismantled and withdrawn within one month from the date of announcement of this scheme.

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Correlation

On December 16, the Yunnan Provincial Department of Industry and Information Technology issued the Announcement of the Capacity Replacement Scheme for the Supplementary Capacity Project of the 3000 Tons Cement Clinker Production Line of Nujiang Kungang Cement Co., Ltd. and the Announcement of the Capacity Replacement Scheme for the 3000 Tons Cement Clinker Production Line of Yingjiang Kungang Rongquan Cement Co., Ltd. The publicity period is from December 16 to December 29, 2025.

2025-12-16 13:05:27

More vigilance is that capacity replenishment is essentially a reinvestment behavior, for cement enterprises, as soon as possible to recover investment costs is the core demand, which means that the probability of enterprises will significantly increase capacity utilization next year. For enterprises with no overproduction space and no capacity to supplement, they can only produce in strict accordance with the approved capacity. It is difficult to reconcile the uneven and "unfair" contradictions at the operational level, which will further aggravate the instability of the cement market next year. It can be predicted that after this round of supplementary production, a new round of market competition in the cement industry will begin.