It is worth noting that in order to effectively curb the blind development of "two high" projects such as cement and accelerate the optimization of industrial structure and the transformation of old and new kinetic energy, the state and some local governments have successively issued a number of documents since this year.
Recently, the second round of the third batch of central eco-environmental protection inspectors recently successfully completed the task of supervising eight provinces and regions, and many places have found that the "two high" projects have been launched blindly.
For example, Guangxi's impulse to launch the "two high" project during the 14th five year plan is still strong. The capacity of cement clinker and other high energy consuming industries continued to expand, and the capacity of 12 projects under construction reached 17.34 million tons, 2.9 times the increment of the 13th five year plan. Shanxi has a strong desire to launch the "two high" project. The province plans to launch 178 "two high" projects, with an estimated energy consumption of 59.42 million tons of standard coal, significantly exceeding the new energy consumption space in the 14th five year plan. The situation of dual control of energy consumption is grim.
In this regard, at a press conference held by the Ministry of ecological environment on July 26, Xu bijiu, executive deputy director of the central ecological and environmental protection supervision office, said that in the first year of the 14th five year plan, some places have a strong impulse to blindly launch the "two high" projects, and there is a momentum of "big, fast, grab and chaos", which must be resolutely curbed. He said that strictly controlling the blind launch of the "two high" projects is not only the focus of this batch of inspectors, but also the focus of future batches of inspectors.
It is worth noting that in order to effectively curb the blind development of "two high" projects such as cement and accelerate the optimization of industrial structure and the transformation of old and new kinetic energy, the state and some local governments have successively issued a number of documents since this year. Among them, capacity replacement, as an effective means to resolve overcapacity and curb disorderly expansion of capacity, has been highlighted.
In mid April this year, the Ministry of ecological environment issued the guidance on strengthening the source prevention and control of ecological environment of high energy consumption and high emission projects (Exposure Draft), which requires that when studying and determining the environmental review and approval limit of "two high" projects, the environmental review and approval management capacity of ecological environment departments at all levels should be fully considered. It is not allowed to arbitrarily delegate the approval authority of "two high" projects such as cement clinker or reduce the approval requirements in the name of EIA reform pilot. Subsequently, Shandong, Henan and other places began to respond one after another.
Shandong issued the implementation opinions on strengthening the source prevention and control of ecological environment of high energy consumption and high emission construction projects, which requires that investment in new construction is prohibited for project products, processes, technologies and equipment that are restricted or eliminated; Resolutely implement reduction substitution: the reduction substitution ratio of cement grinding station project shall not be less than 1:2; Cement clinker and project shall not be less than 1:1.5.
The implementation opinions on strengthening the prevention and control of the ecological environment source of the "two high" projects issued by the Department of ecological environment of Henan Province requires that in principle, cement and flat glass are prohibited from building or expanding simple new production capacity projects, in which cement also needs to meet the requirements of national production capacity replacement or industrial development planning of Henan Province; The new construction and expansion of "two high" projects shall adopt advanced technology and equipment, the cleaner production level such as energy consumption, material consumption and water consumption per unit product and the pollutant emission intensity shall reach the advanced level of cleaner production, the new construction and expansion projects in key industries with national and provincial performance classification shall reach the level of a, and the reconstruction projects shall reach the level of above level B.
In order to further promote the supply side structural reform, strictly control the construction of "two high" projects and further consolidate the productivity reduction achievements of the cement industry, on July 20, the implementation measures for capacity replacement of cement glass industry issued by the Ministry of industry and information technology increased the capacity replacement proportion of cement projects: the cement projects in key areas of air pollution prevention and control were adjusted from 1.5:1 to 2:1, Non key areas for air pollution prevention and control were adjusted from 1.25:1 to 1.5:1. Second, increase efforts to reduce inefficient production capacity. For cement production capacity restricted by the catalogue of industrial structure adjustment and inter provincial cement replacement projects, the capacity replacement ratio shall not be less than 2:1.
Under the double blessing of strictly controlling the "two high" projects and increasing the replacement proportion of cement production capacity, the author believes that the replacement rate of cement clinker projects may slow down in the cement industry, one of the "six high energy consuming industries". In addition, some insiders said that at present, the cement production capacity is still in a surplus state, and the cement industry should be in a relatively quiet period of investment and development, and should not have too much impulse to invest in new production lines. Therefore, enterprises should not pay too much attention to investing in new clinker production lines through capacity replacement.
