Affected by factors such as increased environmental protection, overcapacity, and rising gas prices, the ceramic industry has intensified its reshuffle. Nowadays, the ceramic industry is turbulent, and all parties are at war. In order to enhance their own environmental protection advantages and become the winner of the "shuffle", companies such as Mona Lisa, Marco Polo, Oceano, Jianyi, New Pearl, and Jiajun have increased their funds in areas such as energy conservation, green, and environmental protection. Invest.
Photovoltaic power stations have become popular, and major ceramic companies are flocking to them
According to incomplete statistics, as of December 2022, the number of photovoltaic projects approved by ceramic companies across the country exceeds 140, including Mona Lisa, Oceano, New Pearl, Jianyi, Marco Polo, Jiajun, Xinruncheng, etc. Ceramic enterprises are continuously increasing investment in photovoltaic power generation projects.
On November 29, Jiangxi Ganneng Co., Ltd. issued an announcement regarding the investment and construction of photovoltaic power generation projects by its affiliated companies. One of the projects is the rooftop photovoltaic power generation project of Ganeng Lingfeng Jiangxi Hemei and Weimei Ceramics Base. It is located in Fengcheng Ceramics Industrial Park, Yichun City, Jiangxi Province. It adopts the model of "self-use for self-use and surplus electricity for grid connection". The total installed capacity of this project is approximately 22.1507MW. , the total investment of this project is approximately 96.8781 million yuan, of which self-owned funds account for 20% of the total project investment, and the remainder is bank loans.
It is understood that in addition to the above-mentioned rooftop photovoltaic power generation projects at Ganeng Lingfeng Jiangxi Hemei and Weimei Ceramics bases, Marco Polo has added eight new photovoltaic power generation projects at Jiangxi Fengcheng production base this year, with a total installed capacity of 40.13 MW. , with an annual power generation of 31.7858 million kWh. The Marco Polo prospectus shows that the roof of its entire factory in Fengcheng production base is covered with 680,000 square meters of photovoltaic panels, with an installed capacity of about 100 megawatts and a yearly photovoltaic power generation of "more than 100 million kilowatt hours." The required investment is approximately 400 million yuan. From this perspective, Marco Polo’s photovoltaic power generation project has invested a total of 261 million yuan.
With the Jiangxi government actively promoting photovoltaic power generation projects, as of December 12, Jiangxi ceramic enterprises have registered at least 35 photovoltaic power generation projects this year, with a total annual power generation of more than 118 million kilowatt-hours and a total investment of more than 776 million yuan.
The "Three-Year Action Plan for Overall Promoting Rooftop Photovoltaic Construction in Development Zones in Jiangxi Province (2022~2024)" issued by the Jiangxi Provincial Development and Reform Commission shows that in accordance with the layout principle of "build whatever is suitable", vigorously promote the large-scale rooftop photovoltaic power generation in development zones. Scale, high proportion, high qualitydevelopment and explore new mechanisms for flexible and efficient interaction between photovoltaic power generation, microgrids and load sides. In addition, it also encourages the optimization of the combination of coal and new energy, implements supportive electricity price policies, explores compensation for investment costs in coal power flexibility transformation, and promotes the construction of a new power system. Reduce the burden on comprehensive utilization enterprises, promote the reduction of coal burning, and reduce or exempt waste heat, residual pressure, and residual gas self-supply power plant system standby fees and policy cross-subsidies.
According to Ceramics Information, nine ceramic companies including Mona Lisa, Oceano, and Jianyi have completed, are under construction, and plan to build rooftop photovoltaic projects in Teng County, Guangxi, with an area of 2.532 million square meters and a photovoltaic installed capacity of Reaching 257.7 MW, the annual power generation exceeds 250 million kilowatt-hours, and the total investment is nearly 1.08 billion yuan, of which Mona Lisa invested 280 million yuan, Oceano invested 160 million yuan, and Jane invested 250 million yuan.
Industry insiders pointed out that in recent years, ceramic companies have launched photovoltaic power generation. In addition to the gradual implementation of the "14th Five-Year Plan" and the "double carbon" policy, which has brought huge pressure to companies, there are also realistic economic accounting considerations. Nowadays, electricity prices are getting higher and higher, which has become a constraint for the development of enterprises.
Photovoltaic power generation has many benefits and is a general trend< /p>
According to industry estimates, the ceramic industry consumes 150 to 200 million tons of raw materials and 40 to 60 million tons of standard coal in energy every year. Direct carbon dioxide emissions range from 09 to 140 million tons, and indirect emissions are about 40 million tons.
Emission reduction projects such as photovoltaic and wind power can sell the carbon dioxide emission reductions they generate in the national carbon market to obtain economic benefits, plus the carbon emission indicators and green certificate income generated by photovoltaic projects and other "carbon indicators and benefits" "Generally owned by ceramic companies. For ceramic enterprises, photovoltaic power generation can not only relieve the carbon emission pressure of ceramic enterprises, but also bring additional benefits.
For enterprises, photovoltaic projects are connected to the power grid in the form of "self-use for self-use and surplus electricity for grid connection". The power generation part of Taoqi's photovoltaic projects for self-use is often sold at a price lower than the market price. Third-party photovoltaic companies do not need to submit to Taoqi. By paying the roof rental fee, ceramic enterprises can enjoy preferential electricity prices and reduce emissions of carbon dioxide, sulfur dioxide and nitrogen oxides.
In addition, compared to other building roofs, ceramicThe single production plant area is large and the concentration of enterprises in the park is higher. Especially in the production areas selected for "County Photovoltaic Development", the ultra-large factory building form of the Ceramics Industrial Park makes it a rare choice for building rooftop distributed photovoltaics. resources.
Relevant experts said that for ceramic enterprises, benefits are the most important, and photovoltaic power generation projects can bring four benefits to ceramic enterprises; first, reduce the energy consumption of ceramic enterprises and alleviate the problem of electricity shortage; second, , reduce electricity expenses; third, reduce factory energy consumption, improve the working environment of technicians, and enhance the corporate social image; fourth, it is not subject to geographical restrictions, effectively revitalizing idle resources on the roof. Ceramic enterprises vigorously build photovoltaic power generation projects, which will help them become the vanguard of the industry.
Lithium battery transformation is in a deadlock? There are also ceramic companies doing this
It is also a new energy source, but the life of ceramic companies that have switched to lithium batteries is not so easy.
Previously, the Yichun Municipal Ecological Environment Bureau issued a notice on suspending the approval of lithium slag roasting projects in ceramic factories. The notice shows that there are many hidden dangers in the lithium battery industry chain enterprises, and projects approved in the name of secondary extraction of lithium from lithium slag by ceramic factories have certain risks, so the approval of such projects will be suspended.
According to the Ceramic Industry News, many lithium companies in Jiangxi have stopped production due to failure in environmental protection inspections. In addition, environmental inspections will be conducted on all companies involved in lithium slag and secondary lithium extraction. In the past, some ceramic companies that switched to lithium batteries also found that the environmental protection treatment of lithium slag did not meet the standards.
Under such circumstances, there are still many ceramic companies entering the lithium battery track.
On November 25, Tianrui Ceramics’ expansion project with an annual output of 150,000 tons of lithium sulfate mother liquor production line was approved. The project plans to invest 150 million yuan and be constructed on the existing site. No additional land or buildings will be added. It will rely on the existing 1st and 2nd floor tile production lines for product replacement, reconstruction and expansion, and no additional land will be added. and buildings, and rely on the existing furnaces and transform them to meet the production of lithium sulfate mother liquor. After the reconstruction and expansion, it will achieve an annual output of 150,000 tons of lithium sulfate mother liquor.
On December 2, Jiangxi Shiwan Global Ceramics Co., Ltd.’s lithium feldspar clinker and mica brick clinker technical transformation projects were approved. The project plans to invest 30 million yuan, using about 20,000 square meters of the completed steel structure workshop and the original raw material production line, purchasing additional equipment such as filter presses, and technologically upgrading three lines of lithium feldspar clinker and mica brick clinker refining lines. Filtration production line. One year canIt can process 300,000 tons of lithium feldspar clinker and mica brick clinker annually.
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It is worth noting that these approved projects are not secondary lithium extraction, but the production of lithium sulfate mother liquor and the filtration of lithium feldspar clinker and mica brick clinker. It seems that ceramic companies have many options to switch to lithium battery production. They can sell a large amount of feldspar powder produced during the lithium extraction process from lepidolite to ceramic factories for raw material production, or they can produce lithium sulfate mother liquor.
The energy transformation and upgrading of the ceramic industry is undoubtedly an important part of the development of the industry. Some industry insiders believe that for traditional energy companies, the road to transformation is not easy. Companies need to start from their own realities and formulate exploration plans for new energy transformation to lay a solid foundation for entering the new energy era in the future.
