Cement industry will become a new type of environmental protection industry

The cement industry, which has always shouldered the burden of energy conservation and emission reduction, will become an emerging environmental protection industry. The Ministry of Industry and Information Technology recently announced the Guiding Opinions for Energy Saving and Emission Reduction of the Cement Industry. It pointed out that at the end of the “Twelfth Five-Year Plan”, one of the main goals of the energy saving and emission reduction of the cement industry was “a cement company around a big city has basically formed a coordinated disposal of municipal solid waste and urban pollution. The ability of mud has transformed the cement industry into an emerging environmental protection industry that takes into account the disposal of pollutants."

The environmental protection transition “high pollution and high energy consumption” is the impression of the majority of domestic people on the cement industry. However, the guidelines for energy saving and emission reduction in the cement industry announced this time clearly affirmed the ability of cement companies to co-dispose of urban domestic waste and urban sludge. Industry sources pointed out that the 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 has matured, 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 Jinsheng have used cement kilns to co-dispose of domestic garbage, sewage sludge, and contaminated soil. The toxic and hazardous solid wastes that can be used have been explored and planned, and related treatment projects have been newly established.

“Cement business waste treatment projects in some cities have begun to make profits.” Kong Xiangzhong said that cement companies in major cities such as Shanghai, Beijing, and Guangzhou have a high level of enthusiasm for launching municipal solid waste and sludge treatment projects. He believes that the pressure of sludge and domestic waste in large urban water plants is high, and willing to provide high subsidies for cement companies dealing with sludge and domestic garbage, cement companies can also achieve profitability, and the enthusiasm of enterprises is relatively high.

However, at this stage, cement companies did not launch large-scale urban garbage disposal projects. Operational models and government subsidies are still in the exploratory phase. According to the research of Guojin Securities, the Ministry of Construction had already discussed with related cement equipment companies in early December and it is expected that the technology will be given substantial support from the central level in the future. "Once the support of central funds (or tax relief) has been obtained, the technology is expected to spread quickly across the country's cement line."

According to the Summary of Key Projects for Energy-saving and Emission-reduction of Cement Industry, the equipment manufacturer will form 12 million tons of waste treatment capacity around the city during the “12th Five-Year Plan” period. If the processing capacity of 100,000 tons per year of Tongling Conch is handled, According to an approximate estimate, 120 such processing units will be built during the “Twelfth Five-Year Plan” period, and each construction cost is estimated to be 60-70 million yuan, and the overall market size will reach 7.2-9.8 billion yuan.

Sinopharm Securities believes that the transition of cement companies to emerging environmental protection industries will directly benefit related equipment companies. According to relevant person in charge of Sinoma International, Sinoma International started research and development of key technologies, equipment and system integration for the disposal of waste from cement kiln as early as ten years ago. At present, cement firing system and waste With cement kiln interface equipment and municipal waste pre-sorting equipment, complete equipment self-sufficiency can be realized.

“Using cement kiln to dispose of solid waste will be the focus area for Sinoma International in the future.” According to the above-mentioned sources from Sinoma International, Sinoma International has established a dedicated subsidiary company to communicate with cement companies to promote urban living garbage and pollution. Solutions for the treatment of solid waste such as mud.

It is reported that at present, there are only two plates of 5000t/d new dry process cement production line of Xinjiang Tianshan Cement Co., Ltd. in the first phase of Sinoma International Co., Ltd. for the treatment of urban sludge projects, and Shaanxi Shengwei Building Materials Group Co., Ltd. uses 5000t of municipal sludge. /d Cement clinker production line, Hebei Minefeng Cement Co., Ltd. comprehensively utilized 5 orders for municipal sludge 4000t/d clinker production line. The above-mentioned sources believe that as the policy is in place, the enthusiasm of enterprises to deal with urban solid waste waste projects will increase, and the company's order volume is expected to increase.