September has just entered, and ceramic companies in Sichuan, Jiangxi, Shandong and other production areas have successively issued price increase notices. It is understood that the reasons why ceramic enterprises in several major production areas have jointly increased prices point to the rising prices of raw materials, coal, natural gas, etc.
Since 2022, rising prices of energy, raw materials, etc. have caused ceramic production costs to continue to rise, and ceramic companies have been under tremendous operating pressure. At the same time, the implementation of the "carbon peak" and "carbon neutral" policies has made the ceramic industry, which has long been labeled as "high energy consumption and high emissions", facing survival challenges. Under this situation, ceramic companies must accelerate transformation and upgrading to save energy, reduce consumption, and improve quality and efficiency.
The industry has set off a boom in technological transformation
More than 53 projects have been registered since 2022
In February this year, the National Development and Reform Commission and other departments issued the "Implementation Guidelines for Energy Saving and Carbon Reduction Renovation and Upgrades in Key Areas of High Energy-Consumption Industries (2022 Edition)" which proposed that by 2025, the energy efficiency benchmark level in the construction and sanitary ceramics industries will be The production capacity ratio has reached 30%, and the production capacity below the energy efficiency benchmark level has basically been cleared. The industry's energy saving and carbon reduction effects are significant, and the green and low-carbon development capabilities have been greatly enhanced.
Faced with multiple pressures such as rising costs and energy conservation and consumption reduction, ceramic companies must upgrade their technologies to reduce the overall energy consumption per unit of product. Therefore, since last year, ceramic companies in various production areas across the country have actively carried out technological transformation of production lines and achieved energy conservation and emission reduction through energy, kiln, process and other upgrades. Statistics show that in the first half of 2021, more than 60 ceramic production transformation projects across the country were approved; in the second half of 2021, 46 ceramic companies including Guangxi Oceano, Ruiyuan Ceramics, Fujian Baoda, Haowan, Jiangxi Mike, and Guanli All enterprises have deployed production technology transformation projects.
The "Operation Overview of the Architectural Ceramics and Sanitary Ware Industry in 2021 and Outlook for 2022" released by the China Building Ceramics and Sanitary Ceramics Association shows that in 2021, new (including demolition of old and new construction) and technical transformation (transformation into different categories) ceramic tile production lines will be built nationwide. More than 200 entries. Among them, the phenomenon of new construction and line changes in major production areas such as Guangdong, Fujian, Jiangxi, Sichuan, and Guangxi is particularly popular.
In 2022, the phenomenon of technical transformation of ceramic enterprises is still very frequent. According to incomplete statistics from China Ceramics Network,up to now, Fujian, Guangxi, Jiangxi, Shandong, Henan, Hebei, andA total of more than 53 projects related to ceramic production transformation have been registered in Sichuan and other production areas. Among them, the two major production areas of Fujian and Jiangxi are the most popular, with 24 and 20 respectively.
The overall energy consumption index dropped by more than 15%
Leading ceramic companies such as Dongpeng and New Pearl are accelerating the pace of technological transformation
In order to achieve energy conservation and consumption reduction, in response to the country's requirements for enterprise transformation and upgrading, the ceramic industry, especially leading companies with large production capacity, has already made arrangements, and the effects of energy conservation, consumption reduction and production capacity improvement have been remarkable.
It is understood that in order to save energy, reduce consumption and improve production efficiency, Dongpeng invested 500 million yuan in technical transformation funds in two years to upgrade the production lines of its six bases, and the overall energy consumption index dropped by 15 %above. Among them, after the completion of the transformation this year, the five production lines of the Hunan base that Foshan Jiayao participated in the transformation have been put into production and have stabilized production. After testing, after the technical transformation, the energy consumption of the Hunan base was reduced by 20%, and the production capacity was increased by 15%.
Another leading company, New Pearl, is also on the road to transformation and upgrading. According to China Building Materials News, New Pearl has done a lot of work in digital and intelligent transformation and upgrading. Its Sanshui production base integrates emerging technologies such as new generation information technology and intelligent systems with production management to build an efficient, energy-saving, green An environmentally friendly and comfortable smart chemical factory can reduce labor costs by 20%, reduce energy consumption by 12% for the same production capacity, and increase production capacity by 15%.
In addition, the prospectus disclosed by Xinmingzhu in August showed that it plans to raise 2.009 billion yuan, which is planned to be used for the second phase technical transformation project of the new energy-saving and environmentally friendly panel project and the technical transformation project of Hubei Xinmingzhu Green Building Materials No. 1 production line Waiting for 6 investment projects. Among them, two production line technical renovation projects plan to use 628 million yuan and 277 million yuan respectively. It can be seen that Xinmingzhu is still increasing investment and accelerating the pace of technological transformation of production lines.
Coincidentally, Marco Polo stated in the prospectus disclosed in May that it would raise 4.018 billion yuan and planned to use it for Jiangxi Weimei Ceramics Co., Ltd.7 investment projects including ceramic production line green intelligent manufacturing upgrading and transformation project. Among them, Jiangxi Weimei Ceramics Co., Ltd. plans to invest 491 million yuan in the green intelligent manufacturing upgrading project of its ceramic production line, Guangdong Jiamei Ceramics Co., Ltd. plans to invest 402 million yuan in its green intelligent manufacturing upgrading project, and Jiangxi Hemei Ceramics Co., Ltd. plans to invest 402 million yuan in the construction ceramics production line color intelligent manufacturing project. The planned investment in the upgrading and renovation project is 382 million yuan.
Ocean Nuo plans to carry out equipment modification and formula modification on the five existing kilns in the Jingdezhen production base. Through formula improvement and equipment potential tapping, the annual output of the five kilns will be increased. Increased to about 33 million square meters. Nobel The first phase of the kiln exhaust gas management system upgrade project in Jiujiang production base has been approved. The second phase project plans to realize full intelligent control of ceramic industrial production equipment, forming an annual output of 35 million square meters of architectural ceramics. Production scale.
In addition, Guangxi New Goldman Sachs (LABOBO Thin Plate), Jiangxi Obama, Jiumu Kitchen and Bathroom, Guangxi Xinduo (Jinduo) and other technical renovation projects have passed Filing and approval.
Promote the transformation and upgrading of the ceramic industry
Various regions have introduced supportive policies
On August 8, after nearly two months of technical transformation and upgrading, the C3# kiln of Guangdong Gold Medal Ceramics Co., Ltd. located in Baini Town, Sanshui was officially ignited. After the technical transformation and upgrade of the production line, it can produce rock slabs of different specifications such as 600×1200mm and 700×1500mm, with a daily production capacity of approximately 11,000 square meters. It is understood that Baini Town has actively responded to Foshan City’s call to promote digitalization and green production transformation in the manufacturing industry, and continues to increase support for the digital and intelligent transformation of enterprises. Guangdong Gold Medal Ceramics has passed the application for Foshan Industrial Enterprise Technical Transformation Fixed Assets Award and Subsidy Project and will receive a reward fund of 9.9893 million yuan.
Under the full implementation of the "carbon peak" and "carbon neutral" policies, ceramic companies are facing heavy pressures such as rising costs, dual control of energy consumption and increased environmental protection supervision. In order to alleviate the financial difficulties of enterprises and promote the transformation and upgrading of the ceramic industry, various regions have introduced relevant reward and subsidy policies and measures.
Guangdong: Starting from this year, Guangdong Province’s technological transformation awards will in principle be based on the highestThe upper limit is given, that is, enterprises in the Pearl River Delta region will be rewarded at a rate of 20% of the equipment purchase amount, and the reward will be increased to 30% in the east, west, and north Guangdong regions. The maximum reward amount for a single project shall not exceed 50 million yuan.
Tangshan: Each ceramic company selected as a national green factory will be given a financial reward of 500,000 yuan, and each ceramic company selected as a provincial green factory will be given a financial reward of 200,000 yuan. Newly recognized innovation platforms such as national, provincial and municipal technology innovation centers, enterprise technology centers, industrial design centers, key laboratories, and industrial technology research institutes will be given up to 10 million yuan, 1 million yuan, and 100,000 yuan respectively. Award and subsidy funds.
Gaoan: For technical transformation projects that meet the conditions, a subsidy of 10% of the total recognized fixed asset investment will be provided. Provide key support to companies that implement digital empowerment, build smart workshops, and smart factory digital transformation projects (which need to be included in fixed investment statistics). Companies that meet certain project investment funds will be given 10% of the purchase price of equipment, software and hardware respectively. , 15%, and 20% subsidies will be provided. The annual subsidy for a single project of a single enterprise shall not exceed 3 million yuan.
Zibo: Issue "Special Loans for Technical Transformation", and provide 80%, 60%, and 40% interest discounts respectively to enterprises whose project loans meet a certain amount. The interest discount period is up to 3 years.
Fujian: Based on the local revenue contribution of the company's technical transformation project in the year before it was completed and put into production, for three consecutive years from the year of completion and production, the incremental portion of the company's fiscal contribution to the local revenue will be calculated. 40% of the total is rewarded.
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It is reported that in the next three years, at least 25% of the production capacity of the ceramic industry will need to be transformed and upgraded, affecting approximately 690 production lines nationwide and nearly 2.1 billion square meters of production capacity. Some companies will also be eliminated because they cannot complete the upgrade and transformation on time. At present, a new round of reshuffle in the ceramic industry catalyzed by energy conservation and environmental protection has arrived, and the optimization and upgrading of ceramic enterprises and energy-saving transformation are imminent.
