Glass: interpretation of the exposure draft of the implementation measures for capacity replacement

The main difference between the new version and the old version of the "Cement Glass Industry Capacity Replacement Implementation Measures (2024 version) " (exposure draft), the new version requires new production lines, and the energy efficiency of new production lines must meet the requirements of the "Industrial Key Areas Energy Efficiency Benchmark Level and Benchmark Level (2023 version) ". In addition, in the replacement of the production line that has been suspended, the requirements of the new version have been relaxed. The old version emphasizes that "since 2013, the production capacity of cement clinker and plate glass production lines that have been suspended for two consecutive years or more (except for the staggered production plan formulated or agreed by the provincial competent authority and the adjustment of local planning) cannot be used for capacity replacement", but the new version makes changes. "The production capacity of plate glass production lines that have been suspended for more than three years due to force majeure by the local government can be used for replacement before the end of June 2025, and will not be used for replacement after the end of June 2025." < b > The new capacity replacement implementation method is basically a continuation and emphasis of the old version and the "2024-2025 Energy Saving and Carbon Reduction Action Plan", which has little impact on the current industrial structure . In the long run, the glass industry may experience a certain increase in future costs as energy consumption standards are raised.