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置換熱推增隱形產能 內地水泥企業謀求新利潤突破點
據《證券時報》報道,從產能結構看,現在水泥行業實際生產能力是增加的。國家統計局日前公佈數據顯示,今年首五個月水泥產量9.22億噸,按年增長19.2%。與2019年相比,2021年首五個月水泥產量增長10.7%。

針對目前水泥行業產能新增情況,報道引述中國水泥協會副祕書長、數字水泥網執行總裁陳柏林分析,認爲政策明確水泥行業不允許新建產能,現在在建項目都是產能置換的。雖然從總量看水泥產能沒有增量,但按照實際產能看,有些現象比較突出的是,置換後的產能質量比較好,實際超產能力比原有被置換指標強,超產能力達到30%是非常普遍的。

陳柏林續指,現在允許跨區域置換。水泥區域性非常強,跨省置換必然帶來置換地產能增加,而置換地主要集中在價格比較好,當地政府對水泥招商引資支持力度大的地區。因此,從產能結構看,水泥行業實際生產能力是增加的,尤其在南部一些市場,包括廣西等地區,產能得到集中釋放。(ta/w)

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