BBMG Group: The Carbon Trading Policy Will Have a Gradual Impact on the Cement Industry

2026-05-06 10:05:01

Recently, in response to questions from investors, Jinyu Group said that according to the policy documents issued by the Ministry of Ecology and Environment, carbon trading in the cement industry is gradually tightened, which has a gradual impact on the restructuring of the cement industry.

Recently, in response to questions from investors, Jinyu Group said that according to the policy documents issued by the Ministry of Ecology and Environment, carbon trading in the cement industry is gradually tightened, which has a gradual impact on the restructuring of the cement industry. The smooth transition from

2024 to 2025 will have little impact on the operation of cement enterprises. After the implementation of the policy of double control of total amount and intensity and paid allocation of quotas in 2027, it is conducive to promoting the clearance of backward production capacity and the improvement of industry concentration. Leading enterprises achieve quota surplus by virtue of the advantages of low emission and low carbon technology.

On the whole, the short-term transition is smooth, the medium-term cost difference and supply constraints are prominent, the long-term carbon cost becomes the core competitive factor, and the industry will form a pattern of "low carbon, high efficiency, head concentration".

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Recently, in response to questions from investors, Jinyu Group said that according to the policy documents issued by the Ministry of Ecology and Environment, carbon trading in the cement industry is gradually tightened, which has a gradual impact on the restructuring of the cement industry.

2026-05-06 10:05:01

In order to further study and implement Xi Jinping's thought of ecological civilization, resolutely implement the deployment requirements of the State Council's Action Plan for Continuous Improvement of Air Quality, conscientiously implement the work arrangements of the Party Committee and the government of the autonomous region, and continuously consolidate the achievements of the year of tackling key problems in the protection and control of the ecological environment, on October 15, 2026, the State Council of the People's Republic of China decided to implement the plan. The People's Government of the Autonomous Region held a kick-off meeting on air pollution prevention and control in the winter and spring of 2026-2027. Vice Chairman Liu Jun presided over and delivered a speech. Members of the leading group of the construction of ecological civilization of the Party Committee of the Autonomous Region are responsible for comrades, members of the team of the Department of Ecological Environment and relevant departments and institutions.