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The first half of 2021, the energy consumption of each region "dual control" (strength and total energy consumption) target completion barometer display, and the total energy intensity of energy consumption in Zhejiang belong to two warnings, the situation is more severe.
Not only in Shaoxing, in the national peak of carbon, carbon-neutral goal, China's basic energy-intensive industries are faced with energy "dual control" of high-voltage lines cut.
Peak load shifting so many people realize that the power rationing efforts in tighter, and the "dual control" will bring "double limit" policy is not achieved overnight, even in the coming days will be the norm. It also makes a lot of people for the future of the textile and chemical fiber market and price movements expressed concern for the supply of goods is not allowed to grasp.
After the "limited power wave" Textile cost rise again!
Since late September, "limited power surge" affecting the country a number of provinces, Inner Mongolia, Ningxia, Shanghai and other regions have been gradually opened to adjust the "price rise" in the previous, allowing the coal market trading price floating up in the benchmark price basis.
In addition, the relevant departments are also actively solve the problems of the national coal shortage. September 29, the National Development and Reform Commission, the State Railway Group also issued the "Notice on direct insurance business generating heat and long-term contract coal rail capacity guarantee full coverage of relevant work" to further increase the tilt of the heat transport of coal for power generation efforts.
July 23, Inner Mongolia Department of Industry, Development and Reform Commission issued a "clear West Inner Mongolia electricity market price fluctuations and adjust the ceiling notice some industries market trading policy-related matters." Which states that since August, the West Inner Mongolia coal-fired electricity power trading market transaction prices on the basis of the reference price can go up no more than 10%.
CICC research report analyzed that the price go up first to clear space in West Inner Mongolia region, will help improve the thermal power achieved marginal profitability, the adjusted "price drop" and also launched a floating tariff policy since 2017, the first release price controls.
According to "People's Daily" 's "China Energy" report, August 4, Ningxia Hui Autonomous Region Development and Reform Commission issued "on the adjustment of electricity in 2021 to deal directly related matters" of this year, Ningxia 8 --12 for electric direct trading related matters to be adjustment, and proposed to allow coal trading prices go up no more than 10% on the basis of the reference price.
Subsequently, the Shanghai Municipal Economic and Information Technology Commission issued a "supplementary notice to deal directly with the work carried out in 2021 on power generation companies Shanghai Electric Power users (including the sale of electricity company)", requiring further improve the "base price + plus or minus" electricity market price formation mechanisms to cancel coal feed-in tariffs "temporarily go up" provisions.
Key provinces control chemicals continued hard stops short supply
In addition, Anhui, Fujian, Hunan, Guangdong and other regions have initiated measures to limit power, from October to December monthly general arrangements for the 7-20 day suspension limit production. A variety of chemicals caprolactam production chain Fujian Province, solid epoxy resin industry chain of Anhui Province, ABS, Jilin and other areas of the industry chain can Yajian cases will appear.
It is understood that after the holiday above-mentioned areas still continue to stop restrictions on electricity, chemical industry are the more developed regions, involving a variety of chemical products. Under strict power rationing measures to limit production, there are no longer many companies announced the holiday rush overtime, that is, after the holidays breach of these products and are still getting worse. Prior to control energy consumption achieved some success, more difficult to resume production areas, in short supply situation will continue to push up the price of related industrial chain chemicals.
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