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Recently, many underground power consumption dual control policy documents have been issued, and various industries with high energy consumption and high pollution have stopped production and work. News of production restrictions and upgrades in Guangdong, Jiangsu, Yunnan, Zhejiang and other places has even blown up the circle of friends. Why is the power cut and production stopped, and what impact will it have on the industry?
Power cuts in multiple provinces to limit production
Recently, Yunnan, Jiangsu, Qinghai, Ningxia, Guangxi, Guangdong, Sichuan, Henan, Chongqing, Inner Mongolia, Henan and other places have begun to implement measures to limit power consumption and control energy consumption for dual energy consumption control targets.
Guangdong: On September 16th, Guangdong Power Grid stated that it will implement the “on-two-stop-five” power plan from September 16th, and implement peak shifts on Sundays, Mondays, Tuesdays, Wednesdays and Thursdays, and only reserve peak-shift days Security power load, the security load is below 15% of the total load!
Shandong: Due to insufficient coal supply and power shortage, the province has initiated power curtailment measures.
Jiangsu: At the beginning of September, a meeting of the Jiangsu Provincial Department of Industry and Information Technology instructed to carry out special energy-saving supervision of enterprises with an annual comprehensive energy consumption of more than 50,000 tons of standard coal, covering 323 enterprises with an annual comprehensive energy consumption of more than 50,000 tons and 29 "two highs" in the province. The special energy-saving supervision action of the project company is in full swing. The printing and dyeing agglomeration zone issued a production suspension notice, and more than 1,000 enterprises "opened two and stopped two".
Zhejiang: The power sector will take measures for key energy-consuming enterprises that have not shut down before 11:00 on September 21. There are 161 enterprises involved in the Keqiao District of Shaoxing alone, all of which are in the printing and dyeing and chemical fiber industries.
Qinghai: A warning for power rationing was issued, and the scope of power rationing continued to expand.
Ningxia: High-energy-consuming enterprises stop production for one month.
Guangxi: Guangxi has introduced new dual control measures, requiring that, starting in September, restrict production of high-energy-consuming enterprises such as electrolytic aluminum, alumina, steel, and cement, and set clear production reduction standards.
Sichuan: Suspend non-essential production, lighting, and office loads.
Henan: Some processing enterprises have limited power for more than three weeks.
Chongqing: Some factories halted power production in early August.
Yunnan: Two rounds of power rationing have been carried out, and the follow-up will continue to increase. The average monthly output of industrial silicon enterprises from September to December is not higher than 10% of the output in August (ie a 90% reduction in output); the average monthly output of the yellow phosphorus production line from September to December must not exceed 10% of the output in August 2021 (ie a reduction 90% production).
Inner Mongolia: Strictly control the time limit of electricity for enterprises, and the price of electricity should not exceed 10%. From 2021, Inner Mongolia will no longer approve coke (blue charcoal), calcium carbide, polyvinyl chloride (PVC), synthetic ammonia (urea), methanol, ethylene glycol, caustic soda, soda ash, ammonium phosphate, yellow phosphorus... without downstream conversion New production capacity projects such as polycrystalline silicon and monocrystalline silicon.
Shaanxi: From September to December, the newly built "two highs" projects must not be put into production. The newly built "two highs" projects that have been put into production this year will have a maximum output of 60% of the previous month. Other "two highs" enterprises will reduce the operating load of their production lines. , Suspension of submerged arc furnaces to limit production and other measures to ensure a 50% reduction in production in September.
Future raw material from all over the world will be increase and production time will be longer.
Any new order plan. should be make more earlier.