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水泥行业是我国建材行业的重要组成部分,国家一直重视调整水泥行业的环保政策,推进行业结构调整。在坚持节能减排基调的同时,水泥行业环保政策全面升级,重心开始向推动形成环保产能转变。目前水泥行业进入低速增长阶段,未来去产能压力仍然巨大,并购重组、绿色转型将大幅提速,行业仍有较大发展空间。因此,一方面需防范中小型水泥企业环保改造风险,持续跟踪水泥行业去产能进程中的信用风险,同时,可择优开拓脱硫脱硝除尘等环保市场,关注水泥行业并购重组中的行业发展机会,关注工业固废市场发展和政策变化,加大水泥协处项目的金融支持力度,抓住企业“走出去”过程中的水泥环保产业链投放机会。
Cement industry is an important part of China’s building materials industry, the state has always attached importance to adjusting the cement industry’s environmental protection policies to promote structural adjustment of the industry. While insisting on the keynote of energy conservation and emission reduction, the environmental protection policy of the cement industry has been upgraded in an all-round way and the focus has been shifted to the promotion of the formation of environmental protection capacity. At present, the cement industry has entered a phase of slow growth. The pressure to go into production in the future is still huge. Mergers and acquisitions and restructuring will speed up the green transformation substantially. There is still room for further development in the industry. Therefore, on the one hand, it is necessary to guard against the risk of environmental protection reform of small and medium-sized cement enterprises, to keep track of the credit risk in the process of capacity building in the cement industry, to open up environmental protection markets such as desulfurization and denitrification and dedusting, to pay attention to the development opportunities in the industry in M & Industrial solid waste market development and policy changes, increase financial support for cement co-operation project, to seize the enterprise “going out ” in the process of cement environmental protection industry chain delivery opportunities.