Since 2020, some construction and ceramics companies have launched photovoltaic power generation projects.
At the end of 2020, Shuncheng Group (Best Production Base) signed a photovoltaic power generation project. The construction of photovoltaic modules will be completed in October 2021 and will be connected to the grid for power generation in November;
On July 13, 2021, Jianyi Group reached a strategic cooperation with Sente Co., Ltd. on the "rooftop photovoltaic building integration" and "future market development" of its production base in Wuzhou, Guangxi, and became the first in the industry to simultaneously adopt building photovoltaic integration. (BIPV) is designed for photovoltaic power generation. After completion, the average annual photovoltaic power generation is expected to be 60 million kilowatt-hours, with an average annual saving of 20,000 tons of standard coal, a reduction of 54,000 tons of carbon dioxide emissions, and a reduction of 160 tons of sulfur dioxide emissions;
On October 29, 2021, Jinduo Enterprise signed a "Distributed Photovoltaic Power Generation Project Cooperation Agreement" with Zhuhai Integrated Energy Co., Ltd., with an estimated investment of 80 million yuan and an annual production of 18.8 million degrees of clean electricity and 2,310 tons of equivalent energy. value of standard coal;
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Behind the launch of photovoltaic power generation projects by these construction and ceramics companies is the increase in national "dual control" and "double carbon" policy measures.
In early November, the central government issued the "Opinions of the Central Committee of the Communist Party of China and the State Council on Intensifying the Fight against Pollution" (referred to as the "Opinions"). The "Opinions" put forward the main goals of the battle against pollution: by 2025, the ecological environment will continue to improve, the total emission of major pollutants will continue to decline, and the carbon dioxide emissions per unit of GDP will decrease by 18% compared with 2020; by 2035, widespread formation of Green production and lifestyle, carbon emissions have steadily declined after peaking, the ecological environment has fundamentally improved, and the goal of building a beautiful China has been basically achieved.
The "Opinions" pointed out: properly handle the relationship between pollution reduction and carbon reduction and energy security, industrial chain supply chain security, food security, and people's normal life, implement the 2030 Nationally Determined Contributions to Address Climate Change, and focus on energy, industry, urban and rural areas Focusing on construction, transportation and other industries as well as steel, non-ferrous metals, building materials, petrochemicals and chemical industries, we will carry out in-depth carbon peak actions. Under the premise of unified national planning, we will support qualified localities, key industries, and key enterprises to reach the peak first.
In this regard, relevant experts predict that industries such as electricity, steel, and building materials may be the first to reach their peak. Therefore, key building materials companies, including some large ceramic companies, should take the initiative to undertake the task of low-carbon emission reduction and gain greater room for development.
Accelerate the promotion of carbon peak
Zhu Zhenxin, president of Jufeng Financial Research Institute, said that carbon peaking is a systematic project that requires the cooperation of various industries, but the pressures of different industries are different. At present, most carbon emissions come from power supply, heating and some heavy industries, which together account for more than 70% of carbon emissions. Only by reducing carbon emissions in these key industries can we lay the foundation for the ultimate realization of a comprehensive carbon peak. Song Xiangqing, deputy dean of the Institute of Government Management at Beijing Normal University and director of the Industrial Economics Research Center, said that qualified places, key industries, and key enterprises are the first to reach the peak. This is a pragmatic approach based on the actual conditions and foundations of different regions, different industries, and different enterprises. Strategy.
Recently, the "Opinions of the Central Committee of the Communist Party of China and the State Council on Completely, Accurately and Comprehensively Implementing the New Development Concept and Doing a Good Job in Carbon Peaking and Carbon Neutralization" and the "Notice of the State Council on Issuing the Action Plan for Carbon Peaking before 2030" (referred to as the "Plan") They have successively announced plans for carbon peaking and carbon neutrality. The "Plan" proposes to implement carbon peaking throughout the entire process and all aspects of economic and social development, focusing on the implementation of the "Ten Major Actions to Peak Carbon".
In the "Top Ten Actions to Peak Carbon", the State Council issued instructions on green and low-carbon energy transformation actions, energy conservation, carbon reduction and efficiency enhancement actions, and carbon peak actions in the industrial sector. It is necessary to accelerate the pace of coal reduction and implement Key energy-saving and carbon-reducing projects will push the carbon footprint of the building materials industry to peak. (See the original text below):
Guo Yiming, Investment Consulting Director of Jufeng Investment Consulting, believes that only when key industries and enterprises take the lead in reaching carbon peaks can they drive and lead other industries and enterprises to achieve carbon peaks and ultimately achieve national carbon emission targets.
The construction and ceramics industry has the conditions to reach carbon peak in advance
From an industry perspective, Zhu Zhenxin believes that industries such as electricity, steel, and building materials may be the first to reach their peak. On the one hand, this is due to the accelerated increase in the proportion of new energy; on the other hand, terminal demand has become relatively stable, especially with the development of infrastructure. As terminal demand adjusts, production is expected to continue to be reduced to offset the increase in carbon emissions.
Judging from the current real estate sales data, the domestic market demand for ceramic tiles has stabilized. CRIC's observation data shows that the real estate market transactions in October continued the sluggish market in September. With the supply shrinking significantly, new home transactions fell both on the same month and month on month, but the decline narrowed significantly. In terms of specific data, the property market transactions in first-tier cities have rebounded slightly., the overall new home transaction volume in October was 2.83 million square meters, an increase of 4% month-on-month, a year-on-year decrease of 18%, and an increase of 24% compared with the same period in 2019.
For example, Dalian, one of the three northeastern provinces, has a housing price that ranks first among many cities in the northeast due to various factors such as economy, geography, and climate. Even in the current downturn in the property market, Dalian's property market remains "strong" and "firm." However, since November, housing prices in major areas of Dalian have begun to loosen, and the average price of some real estate properties has dropped significantly. Dalian Shell.com real estate agents said that there are currently very few people viewing houses at major sales offices, and there are few customers in intermediary stores. Many real estate projects have discounts, with price reductions ranging from 1,000 yuan/㎡ to 4,000 yuan/㎡.
Compared with new homes, the transaction volume of the second-hand housing market has plummeted. Taking Shenzhen as an example, since the implementation of the second-hand housing guide price at the beginning of the year, the transaction volume of second-hand housing in Shenzhen has been declining. In June 2021, only 260,000 square meters were traded in a single month. , at a historical low in recent years. As of October 2021, the transaction volume has dropped to 110,000 square meters, a year-on-year decrease of 73% and a decrease of 80% from the same period in 2019. The average transaction price has also dropped from 72,436 yuan/square meter in January 2021. , fell below the 60,000 mark.
The shrinking increase in terminal demand has, to a certain extent, bought time for construction and ceramics companies to carry out "green transformation". In the next few years, cost control and green production may be the primary goals for the development of ceramic companies.
Song Xiangqing believes that key industries are mainly concentrated in the fields of building materials, steel and automobiles. These industries have relatively large responsibilities and urgent goals to achieve carbon neutrality. At the same time, new materials and new technologies are emerging in an endless stream, and they have the conditions to reach the peak first. He suggested that through technological innovation, these industries should pay close attention to new energy sources such as wind energy, hydrogen energy, ocean energy, solar energy, etc., strengthen the technological transformation and application field extension of energy storage and other energy sources, and achieve iterative upgrades of traditional production and operation models, thereby Be the first to reach the peak.
Guo Yiming said that as the steel industry is a large emitter of carbon emissions, its carbon peak action plan has been in the process of being compiled and may be introduced and implemented soon. The steel industry is already formulating an action plan to peak carbon emissions, and industries such as building materials should follow suit.
Ceramics companies in action
Since the Central Economic Work Conference clearly stated that “achieving the mid- and long-term goals of carbon peaking and carbon neutrality is not only our country’s responsibility to actively respond to climate change and promote the construction of a community with a shared future for mankind, but also our country’s implementation of new development concepts and promotion of high-quality development. "Inevitable requirements", many construction and ceramics companies began to build their own "green factories."
Although the core of the photovoltaic power generation project is to solve the power supply problem, it still has a more important significance for "dual carbon and dual control". Jianyi Group's new production base in Guangxi is a good demonstration case. Through scientific utilization of land and factory roof resources, it is the first in the industry to simultaneously adopt building photovoltaic integration (BIPV) design for photovoltaic power generation, achieving average annual savings. 20,000 tons of coal, 54,000 tons of carbon dioxide emissions reduction, and 160 tons of sulfur dioxide emissions. If calculated based on the design service life of 25 years, this system can save a total of 500,000 tons of standard coal, reduce carbon dioxide emissions by 1.35 million tons, and reduce sulfur dioxide emissions by 4,000 tons. In addition to reducing emissions and saving coal, the photovoltaic system can lower the indoor temperature of the factory building and create a more comfortable working environment.
Compared to Jianyi Group, Mona Lisa Group’s production base in Guangxi may have more reference significance for other ceramic construction companies through “self-optimization” of energy conservation and emission reduction.
In recent years, Mona Lisa has continued to upgrade its production lines with green and intelligent technologies. Through the intelligent technological transformation of the entire production line, it has achieved low-carbon and environmental protection in the production process. For example, the five-piece continuous ball mill pulping system solves the problems of traditional ball mills with high power and low working efficiency, and reduces production energy consumption; the 4.0 energy efficiency benchmark digital intelligence era" glazed brick kiln combination reduces the consumption of natural gas and achieves full-line integration Energy consumption is less than 1.6Nm³ natural gas/m²; the waste heat recovery heating system realizes full utilization of waste heat at the end of the kiln.
The "green intelligence" of the production line is not the core. What is more important is the intelligent manufacturing big data center established by Mona Lisa - a big data-based support to achieve refined calculation of factory carbon emission indicators. , a "central base" that provides real-time and accurate carbon emission data for enterprise development. Such a data center not only uses a big data management system throughout the entire production process, but also displays the production status of each production line and each process online in real time, as well as data on output, quality, energy consumption, power consumption, water consumption, etc., providing a basis for production and manufacturing. It provides strong support for production scheduling, energy consumption monitoring, etc., and through such a big data center, companies can provide accurate data to upstream manufacturers, providing data support for the next "green intelligence" upgrade of the production line. Intelligent, refined and green production lines are the fundamental way to achieve the "double carbon" goal.
On such a road, Mona Lisa is not "alone". Not long ago, New Pearl Group also invested heavily in launching the Sanshui 5G smart factory project to achieve the goal of low carbon, environmental protection and high productivity through smart manufacturing.
For the country's "dual carbon" and "dual control" policies, the building and ceramics industry should actively respond and strive to find a way out. Continuously reducing energy consumption per unit of production and corresponding industrial pollution is the focus of the next stage of the work of ceramic construction enterprises. Although the current focus of the country's "dual carbon" and "dual control" work is on the electric power and steel industries, with the proposal and implementation of the carbon peak action plan for the electric power and steel industries, the building materials industry must be the next step for the country. The focus of "dual carbon" and "dual control" work. The publication of the "Opinions" shows that the central government not only hopes to play a preventive role in industries such as construction and ceramics, but also hopes that local governments and enterprises can proactively take responsibility and solve the "double carbon" and "dual control" problems on their own.
From this point of view, the current "pace" of the construction and ceramics industry is still too slow, and the announcement of the "Opinions" does not mean to urge various industries to speed up their own pace. From another perspective, the advancement of "dual carbon" and "dual control" work will accelerate the reshuffle of the ceramics industry, increase its market concentration, and objectively bring huge market shares to leading ceramics companies. .
(Author: No)
