After entering July, high temperature weather continued to occur across the country. Jiangsu, Zhejiang, Guangdong, Henan and other provinces have experienced electricity consumption peaks one after another, and the electricity loads of Guangdong Power Grid, Zhengzhou Power Grid, and Suzhou Power Grid have all reached record highs.
According to incomplete statistics from public information, "Ceramic Information" shows that at least nearly 20 regions across the country have issued "power rationing orders". According to different local conditions, peak-shifting production, quota allocation, or industrial enterprises suspending production and limiting production, etc. method to alleviate the serious situation of electricity shortage.
In the ceramic-producing area, Teng County, Guangxi Province, issued the "Notice of the Teng County People's Government on Advocating for National People to Save Electricity" on July 14.
At the same time, Tengxian Power Supply Co., Ltd. informed that due to the continuous high temperature and lack of rain in Guangxi since mid-July, the power supply is facing the risk of both power and electricity shortages. In response to the higher-level local regulation and pressure reduction load order, power restrictions may be imposed on each user at any time. electricity.
It is predicted that more provinces, cities and regions may join the ranks of "power rationing" in the future. For the ceramic industry, since production must maintain a continuous nature, the start-up and production of enterprises will be subject to certain restrictions and impacts.
Take the Guangdong production area, which was the first to experience power cuts, as an example. Starting from mid-May, "peak electricity consumption" began. In order to stabilize production and protect equipment, ceramic factories had to use diesel engines to generate electricity.
Some ceramic companies said that 10 tons of diesel are consumed every day, which increases costs by more than 1 million yuan a month. At the same time, the shortage of coal, electricity and other resources caused by high temperatures may continue to push up coal and electricity prices, putting heavier cost pressure on ceramic companies.
Electricity consumption is tightening in many places across the country
Or use electricity in off-peak hours, or increase electricity prices...
Recently, a dispatch notification document regarding the Henan Provincial Development and Reform Commission's dispatch notice to ensure the supply of thermal coal in the province has attracted widespread attention.
The notice stated that in order to ensure the supply of thermal coal in the province, all coal mines in the province are required to produce thermal coal and are not allowed to sell it outside the province. Coal produced by all coal mines in the province that can be converted into thermal coal is not allowed to be laundered. All coal enterprises Report on the previous day's thermal coal production, sales, and structural adjustments on a daily basis.
Henan: Power rationing has begun in some areas
According to public information, Henan is not a coal-scarce province. The news revealedA signal is revealed: The peak of electricity consumption in summer is coming, which has led to a peak demand for coal, which in turn has led to a very serious shortage of coal supply.
In fact, with the arrival of the peak electricity consumption in summer, the power supply in many places in Henan was once relatively tense. This week, power restriction notices were issued in some areas of Henan.
Among them, some cement plants and other industrial enterprises in Xinxiang, Henan, have received notices requiring "power rationing and production suspension"; related enterprises in Anyang, northern Henan, have also received "power rationing" notices and taken measures to stop and reduce production...
Guangdong: 17 prefecture-level cities have started orderly use of electricity
Some media said that it is expected that the entire province of Guangdong will have a power supply gap of up to 2 million kilowatts in the near future.
Public data from China Southern Power Grid show that in recent times, Guangdong’s power grid load has hit a record high, with electricity consumption increasing by an average of 15.7% year-on-year in the past two years. In the first half of the year, Guangdong's total social consumption increased by 22.89% year-on-year, and the two-year average growth rate was 9.7%.
Since mid-May, Guangdong has launched orderly electricity use in 17 prefecture-level cities, including Guangzhou, Foshan, Dongguan, Huizhou, Zhuhai, Zhongshan, Shantou, Zhaoqing, Jiangmen, Chaozhou and other regions, with various OEM/ODM Factories and most manufacturing companies are required to use electricity at staggered peak times and produce within a limited time.
Tangshan, Hebei: The power outage affected many ceramic factories
According to the State Grid, starting from 8:00 on July 16, there will be power outages in many places in Tangshan, Hebei, including Lubei, Kaiping, Fengnan and other places. The longest power outage lasts for 16 hours.
"Ceramic Information" saw from the power outage list that many ceramic and supporting companies in Kaiping District, Fengnan District and other jurisdictions of Tangshan City are on the power outage list.
Hangzhou, Zhejiang: When electricity consumption becomes tight, organize high-energy-consuming enterprises to conduct centralized maintenance
On July 7, the Hangzhou Municipal Development and Reform Commission released the "Citywide Orderly Electricity Consumption and Electricity Demand Response Work Plan in 2021" stating that Hangzhou's highest social load in 2021 is expected to reach about 18.5 million kilowatts, a year-on-year increase 7.68%, the balance of power supply and consumption is relatively tight, and there may be a power gap.
The pre-control plan points out that when the peak power consumption is approaching and power consumption becomes tight, in order to minimize the impact of power shortage on the normal production and operation activities of industrial enterprises, a group of high-energy-consuming and high-pollution enterprises will be organized to operate from 7 to 9 Arrange centralized maintenance every month.
At the same time, to implement the quota indicators for orderly electricity consumption, the development and reform departments of each district, county (city), based on the comprehensive evaluation of enterprise classification, will give priority to the electricity consumption of enterprises with good comprehensive social benefits in accordance with the "ordered electricity consumption by grade". Control the electricity consumption of enterprises with high energy consumption and high pollution.
Yunnan: Enterprises once again received notice of power rationing
Starting from May 10, Yunnan Province began to implement emergency off-peak power rationing for power consuming enterprises in various states. The reason is that Yunnan's main reservoirs are currently seriously overdrafted, thermal power coal stocks continue to decline, power generation is seriously below expectations, and peak-shift power rationing is 10%-30%.
In recent days, it has been reported that some large smelters in Yunnan have once again received notices of power rationing. Power supply providers are successively calling various production companies to notify them to control load power, but companies have not yet received actual notices.
Ningxia: Many industries are limited to suspending production for one month
A few days ago, the Ningxia Wuzhong Municipal Industry and Information Technology Bureau and the National Development and Reform Commission issued a notice on the implementation of limited production suspensions for some high-energy-consuming enterprises, mainly involving calcium carbide, ferroalloys, industrial silicon, cement and other industries. The limited production suspension time is temporarily for one month. This measure Adjustments are made at any time based on enterprise energy-saving diagnosis and assessment and the completion of the city's industrial energy consumption targets.
Inner Mongolia: Peak power cuts are implemented in western Inner Mongolia
On July 14, 2021, the Inner Mongolia Electric Power Dispatch Center once again issued red and orange warnings for orderly power consumption from July 15 to 19. The power shortage was 8.63 million kilowatts on July 15, 8.33 million kilowatts on July 16, 5.93 million kilowatts on July 17, 5.43 million kilowatts on July 18, and 4.03 million kilowatts on July 19.
Affected by this, the production of cement, calcium carbide furnaces, castings, electrolytic aluminum and other industries in many areas of Inner Mongolia has been affected.
Jiangsu and Jiangxi: Increase electricity prices during peak periods
At 10:45 on July 14, Jiangsu power grid dispatching load hit a record high, reaching 117.9 million kilowatts, a year-on-year increase of 2.4%. At 13:20 on the same day, it once again hit a record high and exceeded 120 million for the first time, reaching 120.4 million kilowatts, a year-on-year increase of 4.6%.
A few days ago, the Jiangsu Provincial Development and Reform Commission issued the "2021 Summer Peak Electricity Price Adjustment Policy". From July 15 to August 31, when the daily maximum temperature reaches or exceeds 35°C, the peak period (10 a.m. to 11 a.m., 14 a.m. to 15:00), based on the peak electricity price, the price will be increased by 0.1 yuan per kilowatt hour. This policy is applicable to large industrial users with 315 kVA and above.
In addition, the Jiangxi Provincial Energy Bureau also issued a notice on further improving the time-based electricity trading mechanism, and plans to trial the "base upper limit price + floating mechanism" for power time-based trading from July to December 2021.
Under the influence of "electricity shortage"
Production costs for ceramic companies may further increase
According to analysis, the reason for the "power shortage" is mainly due to factors such as the continued improvement of the economy, the commissioning of large industries to reach capacity, overlapping orders, high temperature weather and other factors. The demand for electricity continues to rise, and the demand for electricity load in various places has exceeded the historical high. Electricity supply is tight. If there is a tight supply of thermal coal, a reduction in incoming electricity from outside the province, and extreme weather conditions, the impact of the "power shortage" will be further expanded.
Under the influence of the "power shortage", the production costs of ceramic companies may further increase. According to relevant information, due to the impact of power restrictions, the operating rate of the chemical industry, mineral materials and other industries in Yunnan, Inner Mongolia and other places has dropped, and the market supply has decreased. The prices of some ceramic upstream raw materials may increase due to "insufficient supply."
In addition, for the production of ceramic enterprises, "continuity" and "stability" must be maintained. The continuous start and stop of the kiln will have a certain impact on production and subsequent maintenance of the equipment. To deal with "off-peak electricity consumption", a common practice among ceramic companies is to use diesel engines to generate electricity.
“We haven’t used diesel engines to generate electricity for several years. This year’s ‘off-peak electricity consumption’ caught us off guard.” A Guangdong ceramic enterprise said that the cost of diesel engine power generation is very high. “Our factory has 4 production lines, and every day Consuming 10 tons of diesel will increase the cost by more than 1 million yuan a month, which is equivalent to an increase of 0.4 to 0.5 yuan in cost per square meter of ceramic tiles, and this does not includeIncludes diesel generator fees and maintenance costs. ”
(This article is reproduced from Tao Xin Information)
