The cement industry will be the first to benefit from the transformation of the new environmental protection industry

The cement industry, which has always shouldered the burden of energy saving and emission reduction, will become a new environmental protection industry. When the Ministry of Industry and Information Technology announced the guidance on energy conservation and emission reduction in the cement industry a few days ago, it pointed out that at the end of the 12th Five-Year Plan period, one of the main goals of energy conservation and emission reduction in the cement industry is that cement companies around large cities basically form a co-processing of municipal solid waste and municipal sludge. Ability to transform the cement industry into a new environmental protection industry that takes care of pollutant disposal."

Environmental transformation

"High pollution and high energy consumption" is the impression that most people in the country have of the cement industry, but the guidance on energy conservation and emission reduction in the cement industry announced this time clearly affirms the ability of cement companies to co-process municipal solid waste and municipal sludge. Insiders pointed out , Co-processing of municipal solid waste and sludge is the key to the transformation of cement companies.

At present, the technology of using cement kilns to treat municipal solid waste and sludge is mature, and some cement companies have also launched corresponding production lines. According to Kong Xiangzhong, secretary-general of the Cement Industry Association, many listed companies such as Conch Cement, Tongli Cement, Jidong Cement, Huaxin Cement, and BBMG have used cement kilns to co-process domestic waste, sewage plant sludge, and contaminated soil. , Toxic and hazardous usable solid waste has been explored and planned, and related treatment projects have been newly built.

Waste treatment projects of cement companies in some cities have begun to make profits. Kong Xiangzhong introduced that cement companies in large cities such as Shanghai, Beijing, and Guangzhou are more enthusiastic about launching urban domestic waste and sludge treatment projects. He believes that the pressure of sludge and domestic waste from water plants in large cities is greater and they are willing to deal with Cement companies dealing with sludge and domestic waste provide high subsidies, cement companies can also achieve profitability, and their enthusiasm is relatively high.

However, at this stage, cement companies have not launched large-scale urban waste treatment projects, and the operation model and government subsidies are still in the exploratory period. According to the investigation of China International Finance Securities, the Ministry of Construction had already negotiated with relevant cement equipment companies in early December, and it is expected that the central government will provide substantial support for this technology in the future. Once supported by central funds (or tax relief), the technology is expected to be quickly rolled out on cement lines across the country. "

Favorable equipment vendors

According to the "Summary of Key Special Projects for Energy Conservation and Emission Reduction in the Cement Industry", during the 12th Five-Year Plan period, 12 million tons of garbage disposal capacity will be formed around the city. If we approximate Tongling Conch's annual disposal capacity of 100,000 tons, ten During the Second Five-Year Plan period, a total of 120 such processing devices need to be built. The construction cost of each is estimated to be 60-70 million yuan, and the overall market size will reach 7.2 billion-9.8 billion yuan.

Guojin Securities believes that the transformation of cement companies into emerging environmental protection industries will directly benefit related equipment companies. According to the relevant person in charge of Sinoma International, Sinoma International began research and development of key technologies, equipment and system integration for the disposal of waste in cement kilns as early as ten years ago. At present, the cement burning system and waste Interface equipment with cement kilns and partial pre-sorting equipment for municipal solid waste can achieve complete equipment self-sufficiency.

The use of cement kilns to dispose of solid waste will be an area that Sinoma International will focus on in the future. "According to the above-mentioned person from Sinoma International, Sinoma International has established a special subsidiary responsible for communicating with cement companies and promoting solutions for the treatment of solid waste such as municipal solid waste and sludge.

It is reported that Sinoma International currently has two 5000t/d new dry process cement production lines of Xinjiang Tianshan Cement Co., Ltd. in the Nanjing section alone. The first phase cement kiln collaborative treatment of urban sludge project, and Shaanxi Shengwei Building Materials Group Co., Ltd. comprehensively utilizes 5000t of urban sludge /d cement clinker production line, Hebei Kuangfeng Cement Co., Ltd. comprehensive utilization of urban sludge 4000t/d clinker cement production line and other five orders. The above-mentioned people believe that with the implementation of policies, the enthusiasm of enterprises to deal with urban solid waste projects increases, and the number of orders for enterprises is expected to increase.