The cement industry, which has always shouldered the burden of energy saving and emission reduction, will transform into a new environmental protection industry. The Ministry of Industry and Information Technology recently announced its guidance on energy conservation and emission reduction in the cement industry. It pointed out that at the end of the “Twelfth Five-Year Plan” period, one of the main goals of energy conservation and emission reduction in the cement industry is that “the cement companies around big cities basically form a coordinated process for the disposal of urban domestic waste and urban pollution. The ability of mud has transformed the cement industry into a new environmental protection industry that takes care of the disposal of pollutants."

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. Industry insiders pointed out that 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, BBMG, etc. , Toxic and harmful usable solid waste has been explored and planned, and related treatment projects have been newly built.

“Some cement companies' waste treatment projects around cities have begun to make profits.” Kong Xiangzhong said that cement companies in Shanghai, Beijing, Guangzhou and other large cities are more proactive in launching municipal solid waste and sludge treatment projects. He believes that the pressure of sludge and domestic waste from water plants in big cities is greater, and he is willing to provide high subsidies to cement companies that handle sludge and domestic waste. Cement companies can also achieve profitability and their initiative is relatively high.

However, at this stage, cement companies have not launched large-scale urban waste treatment projects, and their operation models and subsidies are still in an 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 to receive substantial technical support in the future. "Once funding (or tax relief) support is obtained, the technology is expected to be rolled out quickly on the national cement line."

Favorable equipment vendors

According to the "Summary of Key Special Projects for Energy Conservation and Emission Reduction in the Cement Industry", during the "Twelfth 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, During the "Twelfth Five-Year Plan" period, a total of 120 such treatment 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 more than ten years ago. At present, the cement burning system and waste Interface equipment with cement kiln and partial pre-sorting equipment for municipal solid waste can realize complete equipment self-sufficiency.

"Using cement kilns to dispose of solid waste will be an important area of concern for Sinoma International 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 urban domestic waste and pollution. Solutions for the treatment of solid waste such as mud.

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 the policy, the initiative of enterprises to deal with urban solid waste projects increases, and the number of orders for enterprises is expected to increase.