Our reporter Huang Qun
On June 1st, the mandatory national standard of GB 175-2023 "General Portland cement" (hereinafter referred to as "cement New National Standard") organized by the Ministry of Industry and Information Technology will be formally implemented. This isPowerballwinningnumbershistoryThe seventh revision of the general Portland cement standard in China.
A number of industry insiders said in an interview with the Securities Daily that the implementation of the new cement national standard will improve the utilization rate of clinker and alleviate the pressure of excessive production capacity of cement clinker to a certain extent. At the same time, the cost of cement production will increase, and the industry is expected to accelerate the survival of the fittest and promote the high-quality development of the cement industry.
It is understood that all the provisions of the new cement national standard are enforcement provisions, which is the biggest difference from the old version, most of which are recommended terms of use. The new national standard of cement puts forward specific requirements for the improvement of cement strength, refinement of fineness requirements, meticulous requirements for components and standardizing the types of admixtures, in order to ensure the quality and quality of cement.
Jiang Yuanlin, a senior analyst at Centennial Construction Network, said in an interview with the Securities Daily: "the new national standard of cement stipulates that some cement will increase the compressive strength for three days, which will increase the amount of clinker and reduce the amount of admixture." In addition, fineness control also prevents enterprises from increasing grinding fineness to improve early strength, which can also promote the use of clinker. This will help to improve the use of cement clinker, to a certain extent, can alleviate the pressure of excessive clinker production capacity. "
At the same time, the new national standard of cement also stipulates that PPowerballwinningnumbershistoryThe minimum content of clinker plus gypsum in .O42.5 cement is 80%, and less than 80% will be a non-compliant product. It is estimated that after the enforcement of this regulation, the content of cement clinker will increase by about 5 points, and the utilization rate of cement clinker will be further improved.
Han Yanfeng, director of the China cement Network Technology Center, told the Securities Daily: "in the past, only cement strength was required to meet the standard, but there were no mandatory requirements for components, but the new national standard has a mandatory minimum requirement for the ratio of clinker to gypsum. This makes some cement enterprises need to increase the amount of clinker to meet the requirements of the new standard."
Han Yanfeng said that the new national standard also has strict requirements on the composition of cement components, and cheap admixtures such as steel slag, manganese slag and lithium slag previously used in some areas will not be allowed to be used. must be replaced with the new national standard allows the use of slag (slag), fly ash, pozzolanic ash, limestone and other mixtures, which will help to enhance the safety and stability of cement, while increasing the use of industrial solid waste.
In addition, the influence of the new national standard on the cement grinding station is also worthy of attention. "because independent grinding stations need to purchase clinker to produce cement, and the new cement national standard stipulates that the minimum content of clinker plus gypsum in P.O42.5 cement is 80%, many grinding stations also need to purchase more cement clinker." Jiang Yuanlin said.
A consensus is that for cement enterprises, increasing the amount of clinker is to increase the cost of cement.
In Han Yanfeng's view, after the implementation of the new cement national standard, the cement production costs of most enterprises will increase. However, because the price of admixture and the manufacturing cost of clinker are different in different places, the amount of the specific increase in cost will depend on the factory and the variety. "it is estimated from the whole country that the manufacturing cost of most manufacturers will increase by 10 to 30 yuan per ton of cement."
The reporter interviewed a number of cement listed companies and learned that the leading enterprises have been higher than the requirements of the new national standard in production, so the cost increase is less, but some small and medium-sized enterprises are facing the pressure of cost increase.
A person from the Securities Department of Tacai Group said in an interview with the Securities Daily that the implementation of the new national standard of cement has a certain impact on the company's clinker production cost, which increases by about 10 yuan per ton.
The relevant person in charge of Conch cement told the Securities Daily: "the production and internal control standards of the company's cement products have always been in accordance with the national standard, which is higher than the national standard, so the new national standard of cement has little impact on the company." and help the company to continue to maintain product competitiveness. "
The reporter called the evergreen securities department, and the relevant personnel of the company said: "the implementation of the new national standard of cement has little impact on the company." Because the company's raw material procurement, composition ratio and internal control standards themselves are higher than the national standard. "
Jiang Yuanlin said that the implementation of the new cement national standard will further speed up industry integration, enhance the concentration of cement production capacity, and promote the healthy and stable development of the cement industry.