On June 25, the National Development and Reform Commission and the National Energy Administration jointly issued the 15th Five-Year Plan for the Construction of a New Energy System. For the cement industry, this is not a high-level document-the full implementation of the dual control system of carbon emissions, the accelerated expansion of the national carbon market, and the continuous tightening of the total coal consumption control, each of which directly points to the mode of production and cost structure of cement enterprises.
Three hard ridges are approaching synchronously. First, the implementation of the carbon market has entered the practical stage. How to allocate quotas, how to calculate, how to trade, how to clear the time limit, most enterprises do not yet have a mature internal process. Secondly, the large-scale promotion of energy-saving and carbon reduction transformation is facing the double bottleneck of technology and cost-what to change, how much to spend, how long the return cycle, not a few enterprises are not clear. Thirdly, the timetable card for ultra-low emission transformation is at the end of 2028, with less than three years left, but many enterprises'transformation plans are still on paper. The superposition of three tasks is not a question of "whether to move or not", but a question of "how to get there". The
policy signal is also very clear. The 15th Five-Year Plan for the Construction of a New Energy System clearly calls for "steadily reducing the scale of coal-fired self-owned power plants", "implementing equal or reduced coal substitution" for new and expanded coal projects, and "giving priority to the implementation of total quota control for industries with relatively stable total carbon emissions". Cement industry has a large volume of carbon emissions and a relatively stable total amount, which is almost the first target industry of total quota control. At the same time, the shift mechanism from energy consumption control to carbon emission control is coming to the ground, and the ability of enterprises to manage carbon emission data will directly determine the future energy space and performance costs.
Just at this point, from July 29 to 30, the 15th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference and the 7th Intelligent Summit Forum , sponsored by China Cement Network and co-sponsored by Conch Group, will be held in Wuhu Conch International Hotel, Anhui Province. The theme of the conference, " Double Carbon Leads Energy Conservation, Cost Reduction and Digital Intelligence Enabling ", corresponds to the three most urgent propositions of the industry at present.
From the point of view of agenda setting, this meeting is not satisfied with "talking about concepts". The carbon trading link directly cuts into the analysis of the difficulties in quota management and performance practice to help enterprises clear their accounts. In terms of energy saving and cost reduction, it covers a complete set of technical routes, such as the upgrade of burning system and grinding system, the diversified application of alternative fuels, and the comprehensive treatment of ultra-low emissions; In the aspect of intelligence, from AI model, agent application, to intelligent mine, unmanned driving, intelligent inspection, the vision has been pulled from single-point technology to system integration. During the conference, we will also organize a visit to the first AI model and digital exhibition hall of the cement industry released by Conch Group, which is a landmark sample of the industry's intellectualization from concept to landing.
At the same time, the ESG ranking of cement industry in 2026, the top ten annual cement sales, the calorific value substitution rate ranking of alternative fuels, and the installed capacity ranking of new energy will be released to outline the current competition pattern and green transformation map of the industry from different dimensions. The
policy window period is narrowing, and the choice of technical route can not rely on patting the head. Wuhu at the end of July may be a place worth going back with questions and ideas.
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