Sudden!Sichuan: Facing the most severe situation!A number of listed companies have stopped production!Unexpectedly, he was positive!Crude oil dive, Malaysia Airlines will be pronounced!Putin's latest statement!WeChat has updates again

China Fund News Taylor

Hello everyone, let's take a look at something big on the evening of the 15th.

Sichuan Electric Power Guarantee Facing the most severe situation: Starting three -level power supply control measures

Chongqing's 51 rivers of rivers and 24 reservoirs dry up, and the water conservancy bureau regulates water supply in separate parts

Everyone knows that the weather has been hot recently, and it has not been drought and does not rain. Sichuan, which relies on hydropower, has greatly affected.

Following the emergency video conference on Electricity Guarantee work twice on August 11 and 14, on August 15, Sichuan held a power guarantee dispatch meeting again. The reporter learned from the conference that at present, the province's power supply and demand situation has changed from the "scarce" of power in the peak period in July to the severe situation of "double lack" of power and electricity throughout the day. It is expected that the largest electricity load in the province will be compared to the same period last year Increasing by 25%, it can be said that the power guarantee has entered the most severe and extreme moment. At present, Sichuan has launched three -level power supply control measures to ensure people's livelihood power.

Three "most" superimposed, short -term power supply and demand is extremely tight

According to the relevant person in charge of the State Grid Sichuan Provincial Electric Power Company, since July, Sichuan has encountered a large range of long -term extremely high temperature and drought weather, and the power load has repeatedly reached high. The province's power supply situation is extremely tight. The first round of high -temperature electricity to protect the "tackling battle" since the first round of the summer. However, starting on August 7, Sichuan ushered in severe high temperature and drought disaster weather. It is expected that it will last about a week, facing the highest high temperature in the same period, the minimum precipitation in history, and the highest power load of the same period of history " The most "superimposed situation.

From the perspective of the whole country, all the power entering the passage of the Sichuan has been fully loaded, and the difficulty of organizing the power support of external provinces has increased. From the province, the extremely high -temperature drought extreme disaster weather in this round has caused 15 cities (states) in the province to be seriously affected. In July, water and electricity came to water and electricity by 40 %. Since August, it has been dry 50 %, and the power generation of water and electricity has dropped sharply, and the power supply support capacity has fallen sharply. From the perspective of supply and demand, the continuous high temperature leads to the surge in cooling load. The situation of supply and demand is extremely tight.

Three -level regulation, industrial enterprises use the orderly use of electricity to give electricity to the people

In response to the new situation of high -temperature weather and electricity in this round, the Provincial Department of Economic and Information Technology, State Grid Sichuan Electric Power Company and other departments (units) have initiated three levels of power supply control measures to ensure people's livelihood power.

The first step is to start active error avoidance measures. For electricity users who actively participate in and effectively implement active error -avoiding peak load response, State Grid Sichuan Electric Power Company will return its response fee to the time of settlement.

In the second step, in response to the emergency situation of the gap between power supply, the "Sichuan Province 2022 Summer Summer Part of the High -Energy Industry Disclosure Industry Disclosure Industry Discontinuation of the People's Republic of China in 2022" is urgently formulated. High -load energy enterprises have implemented the emergency regulation of the suspension of production to allow the people to make electricity, so that the power load is about 7 million kilowatts, and the power supply gap is fully alleviated.

The third step, on the evening of August 14, the province's urgent conference decision to implement the "Emergency Notice on Expanding Industrial Enterprises to Enable the People in the People in the People", requiring localities to immediately notify enterprises to make production adjustments to ensure security loading loads. Electricity.

Next, in response to the extreme situations that may occur, the relevant departments will further formulate an emergency plan to keep the bottom line of safeguarding safety, living livelihood, and key points.

Multiple measures, not easy for each electricity

At present, the whole province is fully adopting the basic disk of residents and fighting for the "tough battle".

Ensure to maximize the use of power generation resources -rolling optimization of various power supply power generation plans, government -enterprise associations promote thermal power depository coal deposit. As of August 13, the entire network coal deposit was 2.15 million tons, an increase of 1.45 million tons and an increase of more than double. The thermal power was full.

Fully strive to strive for foreign power support -actively strive for the National Development and Reform Commission and State Grid Corporation to give Sichuan emergency power support. According to the ability of the maximum transmission channel, cross -provincial and cross -regional support has been implemented. Increase the scale of water and electricity to stay in Sichuan, and significantly reduce the power of the annual delivery plan of the Sichuan trough.

Establish a business mechanism for the Electric Power Supply Conferry Society -Provincial Department of Economics and Information Technology and State Grid Sichuan Electric Power Company to conduct Japanese conferences, research and analyze the situation of power supply and demand, research system response measures, maximize the resources of all parties, and strive to seek insurance The optimal solution to the development of power grid safety, people's livelihood, and the development of industrial economy.

At present, more than 25,000 electricity repair personnel are on standby for 24 hours. In the case of emergency failure, "re -power the power first, then repairs", 940 party member service teams, party members' assault teams, and more than 18,000 party members fought on the front line of electricity.

This time, the power guarantee scheduling will emphasize that under extreme high temperature weather, each electricity is not easy. It is required to suspend the need for electricity such as landscape lighting and other unnecessary power needs, and call on the whole society to save electricity, scientific electricity, low -carbon life, and low -carbon life. During the time, it was difficult to win the "tough battle" of the electric power of the extreme high -temperature weather in this round of extreme high -temperature weather.

In addition, from the Chongqing Water Resources Bureau, due to the continuous high temperature and sunny weather, as of 8:00 on August 15, the soil in some areas and counties in 33 districts and counties in Chongqing was mild to severe shortage. 51 rivers in the city, 24 reservoirs dried up, 2138 eye electrical wells were insufficient water, water conservancy engineering water storage capacity was 2.366 billion m³, accounting for 63.3%of the water storage capacity. , Peng Shui, Wulong, Chengkou, Wushan, Wuxi, 7 districts and counties are less than 50%).

Hope to spend this drought as soon as possible.

A number of listed companies are affected by the Sichuan Provincial Department of Economics and Information Technology and State Grid Sichuan Electric Power Company jointly issued documents "Emergency Notice on Expanding Industrial Enterprises to Enable Electricity to Power People": As the current situation of power supply and demand is further intensified, it is Ensure the safety of the Sichuan power grid, ensure people's livelihood, and ensure that no power is used to limit power.

After research, the demand for active mistakes from peak avoidance from August 15th will be canceled from 19 cities (states) in the province (except Panzhihua, Liangshan) to expand industrial enterprises to implement the scope of the implementation of electricity, and in an orderly use of Sichuan Power Grids in an orderly use. All industrial power users in the electricity scheme (including the key guarantee enterprise including the white list) implement the production of full stop (except the security load), put high temperature leave to allow the electricity to be in the people, from 00:00 on August 15, 2022 to 24: 24: 00. All localities should immediately notify enterprises to make production adjustments to ensure security load consumption and quickly implement them.

Sichuan is a large Chinese photovoltaic industry province. According to Shanghai Nonferrous Network, due to this, all silicon materials, silicon wafers and battery films in Sichuan have been discontinued.

On the evening of August 15th, a number of local listed companies in Sichuan announced the impact of electricity restrictions.

Haowu shares stated that the temporary discontinuation of electricity restrictions will have a certain impact on the production and operation of the wholly -owned subsidiary Neijiang Jinhong Calcare Corporation;

Rongtianhua said that the output of electricity restrictions is expected to have a decrease of urea production by about 35,000 tons and a decrease of methanol output by about 10,000 tons. It is expected that the net profit attributable to listed companies will decrease by about 30 million yuan;

Sichuan Meifeng said that the temporary suspension is expected to affect the output of urea of ​​about 15,000 tons and the output of compound fertilizer about 06,000 tons, but it will not have a significant adverse effect on the company's operating performance.

On the evening of August 14th, Zhongfu Industrial Announcement stated that the subsidiaries Guangyuan Linfeng Aluminum Electric Co., Ltd. and the subsidiary Guangyuan Zhongfu High -precision Aluminum Co., Ltd. received the notice of the Sichuan Electric Power Company. The supply of supply is tight, and the production capacity of the two subsidiaries must be discontinued for one week from August 14.

On August 15th, some media reports that the Foxconn Chengdu Factory was suspended for 6 days from August 15th to August 20th due to the measures of Sichuan's "letting electricity" measures.

On August 14, the photovoltaic silicon faucet Tongwei shares received a notice of production power limit saying that the company's silicon material and battery production in Sichuan would be affected to some extent.

Relevant sources of Tongwei said: "The power outage plan is still communicating. At present, it is actively cooperating with relevant departments to adjust the load in an orderly manner. As the subsequent power situation alleviates, the company's electricity consumption will return to normal level."

Hao throw 28.5 billion! BYD signs the "Asian Lithium"

On August 15, the Yichun City Government, Yichun Economic Development Zone, Yifeng County Government, Yichun Mining Company and BYD Co., Ltd. officially signed a strategic cooperation framework agreement in Nanchang.

The agreement shows that BYD intends to invest 28.5 billion yuan in Yichun to build an annual output of 30GWH power batteries and an annual output of 100,000 tons of battery -grade lithium carbonate and ceramic soil (including lithium) mining selection and selection of production base projects.

On the 15th, an economist Ren Zeping released an original article entitled "Ze Ping Macro" entitled "No New Energy, Like Buying a House 20 years ago". The article pointed out: "At the moment, new energy -related industries are the most promising and explosive areas of China's economy in the future. From the long run, new energy is not invested in the current, just like I did not buy a house 20 years ago. This is my personal person’s person’s. Opinions, this is the power of the times, each of us is just the product of the times. "

Pfizer CEO New Crown Detection Positive

On August 15, local time, the test results of the new crown virus test of Albert Bourla, CEO of Pfizer, were positive. He said that the current symptoms are mild and are isolating and following public health prevention measures.

According to the "Economic Times" reported on the 15th, Alber claimed that he began to use the new crown virus developed by Pfizer to treat the drug "Nametvid" (Paxlovid "(Paxlovid), and followed all public health prevention measures. middle. It is reported that Alber has previously inoculated the new crown vaccine produced by Four Dose Pfizer and Germany Biontech.

International oil prices have been severely frustrated

Saudi Arabia can increase supply messages

In the European market on Monday (August 15), international crude oil prices fell sharply. The specific market shows that the price of WTI crude oil futures delivered in September of the New York Commodity Exchange fell more than $ 4.5, until $ 87.55 per barrel, a decrease of 4.8%in the day; As of $ 93.33 per barrel, the day fell more than 5%.

Last Sunday (August 14), Amin Nassar, CEO of Saudi Arabia, said that if the Saudi Arabia government requested that the company was ready to increase the output of crude oil to 12 million barrels per day. Nassar also said that although the short -term global economy is facing downward pressure, it is still expected that oil demand will continue to grow in the next ten years. The company will continue to be committed to raising its crude oil from 12 million barrels/day to 13 million barrels/day in 2027.

In addition, there is nothing worth mentioning in U.S. stocks. Douyu skyrocketed by 16%. The financial report showed that in the second quarter, Douyu achieved the profit of Non-GAAP through effective control and improving operating efficiency. The total revenue of the platform was 1.833 billion yuan, an increase of 2.1%month -on -month; gross profit increased from 307 million yuan in the same period last year to 309 million yuan, and the gross profit margin increased from 13.1%in the same period last year to 16.9%; under non -US general accounting standards, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded, recorded. The net profit was 23.5 million yuan, compared with the loss of 145 million yuan compared to the same period last year, the profitability increased significantly. The Dutch court said it would be in November

The case of the Malaysia Airlines flight MH17 was shot down

When Fund Jun saw the news, he thought it was the other thing I thought, which was another matter. Essence Essence

On August 15, local time, the Dutch court responsible for hearing the 2014 Malaysia MH17 announced that it would pronounce to four defendants on November 17 this year.

During the trial of this case, a Ukrainian and three Russians who were accused of responding to the responsibility of the Malaysia Airlines flight MH17 were shot down in court. Only one of the defendants entrusted a lawyer to appear in court.

The Dutch prosecutor asked the four defendants to sentence the four defendants for life imprisonment.

Flight MH17 flew from Amsterdam, the Netherlands to Kuala Lumpur, Malaysia on July 17, 2014. It crashed in Ukraine near the Russian border. All 298 passengers and crew members were killed.

Both Russia and Ukraine have denied responsibility for dealing with the incident.

Putin's latest statement!

Russian President Putin said that Russia's frontier equipment has been ahead of the same year or decades than the same model abroad

According to Global Network, Russian President Putin made a "advertisement" for Russian weapons on August 15. He said at the opening ceremony of the "Army-20122" forum held at the Patriot Park in Moscow, Russia that day. The same model has been leading for several years or decades.

Putin data map source: Visual China

According to the Russian Tasis, Putin said: "The front -edge equipment and systems that decide in the future and tomorrow are particularly worthy of attention. I refer to high -precision weapons, robots and combat systems. In terms of performance, it is also obviously better than them. "

Putin also said that Russia attaches great importance to a solid and truly trusted traditional friendly relationship with Latin America, Asia and African countries. Russia is going to provide partners with the most modern weapon -from firearms such as firearms to armored vehicles and artillery, as well as fighters and drones.

The Russian "Army-20122" International Military Technology Forum was held from August 15th to 21st.

WeChat chat dialog box support enlarged editor

When Fund Jun saw this hot search, it was a bit embarrassed. This function was obviously the function of the update in July. I do n’t know why a bunch of marketing numbers came out to make an article?

Take a screenshot of the report at the time.

Well, this is the case tonight, I wish you all drink soup and eat meat on Tuesday!

Shock! The live video came, and the Eastern theater pilot overlooking the Penghu Islands! The Ministry of Foreign Affairs, the Ministry of Defense, and the Taiwan Affairs Office of the State Office responded to!

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