Sichuan opens an electricity limit mode, multiple companies have responded to temporary suspension of production

16Aug

It is expected that the metal silicon output in August is about 12,000 tons of this newspaper reporter Li Chunlian Shuya August 14th. Emergency Notice of the People's Implementation "(hereinafter referred to as" Notice "). The "Notice" proposes that after research and decision, from August 15th, 19 cities (states) in the province (except Panzhihua, Liangshan) expanded industrial enterprises to implement the scope of the implementation of electricity, and in an orderly power plan for Sichuan Power Grid in an orderly power planning scheme. All industrial power users (including key guarantee enterprises with white list) implement the production of full -stop (except security load), from 00:00 on August 15, 2022 to 24:00 on 20:00. Subsequently, a number of listed companies issued an announcement saying that it had received a notice of power limit. As a large province for the photovoltaic industry, companies such as Tongwei and GCL Technology have silicon material production lines in Sichuan. "Since this year, as the continuous supply of silicon materials has continued to be in short supply, silicon material companies have been in super load production." Lu Minping, an analyst at Shanghai Nonferrous Network, told the Securities Daily reporter that it is expected that the power restriction policy will affect the output of metal silicon in Sichuan Province in August in August. About 12,000 tons. Many companies responded to the temporary suspension of electricity to suspend production on the afternoon of August 15th. Guoguang issued an announcement saying that due to the intense supply of power supply, the all -funded subsidiary Runier Technology was from 00:00 on August 15th to 24:00 on August 20:00 on August 20:00 to 24:00 on August 20:00 Temporary production is temporarily discontinued. During the suspension of production, the company will actively adjust the relevant operation arrangements; other production bases in the company are in normal production status. The company's current stocking is sufficient, and the temporary discontinuation of Runer Technology will not have a significant adverse effect on the company's operating performance. Rongtianhua disclosed on the evening of August 15th that the output of this power -limited production was expected to have a decrease of urea production by about 35,000 tons and a decrease of methanol output by about 10,000 tons, and it was expected that the net profit attributable to listed companies would decrease by about 30 million yuan. The company will actively prepare for re -production by adjusting the maintenance plan to reduce the negative impact on listed companies. Sichuan Meifeng also announced on the evening of August 15 that the company's fertilizer branch and compound fertilizer Co., Ltd. have temporarily suspended production from 12:50 on August 15th. The relevant departments are notified as prevailing). 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. In addition to the temporary suspension of Deyang's production base, the company's Mianyang production base and the production base of the Langzhong have been parking and maintenance of production devices at 1:00 and 1:00 on August 11, respectively. "At present, the company's product inventory is relatively sufficient. The temporary suspension of the film for the film will not have a significant adverse effect on its operating performance." Sichuan Meifeng said. After the power -limited notification was released, Tongwei shares of "Silicon Materials" also received market attention. Relevant persons in Tongwei told the "Securities Daily" reporter that the current bases are actively cooperating with relevant departments to adjust the load in an orderly manner. The specific impact of the company is evaluating. As the subsequent power situation effectively alleviates, the company's electricity consumption will be restored. According to the data of Shanghai Nonferrous Network, the effective production capacity of Sichuan metal silicon has a total of 817,000 tons, accounting for about 16%of the country's total production capacity. In July, Sichuan metal silicon output was 65,600 tons, accounting for 21%of the country's total supply. In addition to the influence of electricity restriction policies such as silicon materials, electrolytic aluminum production capacity will also be affected to some extent. On the evening of August 14, Zhongfu Industry issued an announcement saying that part of the production capacity of the subsidiary Guangyuan Linfeng and the participating subsidiary Guangyuan Zhongfu must be discontinued on August 14, 2022 for a week. Guangyuan Linfeng's power limit policy is expected to affect the production of electrolytic aluminum by about 7,300 tons, and it is expected that the net profit attributable to listed companies will decrease by about 55 million yuan. Guangyuan Zhongfu's power limit policy is expected to affect the production of electrolytic aluminum by about 0.56 million tons, and it is expected that the net profit attributable to listed companies will decrease by about 23 million yuan. Let the electricity reflect that the people's livelihood has given priority to the summer of this year, and there have been high temperature weather in many places and breaking through the historical extreme value. Due to the surging demand for air conditioning cooling and electricity, the power sales volume sales in Sichuan Sichuan reached 29.087 billion kWh in July, an increase of 19.79%year -on -year, refreshing the record of the highest monthly electricity sales. According to statistics, from July 4th to 16th, Sichuan encountered a rare and long -term high -temperature extreme weather in history. The maximum load of Sichuan Power Grid reached 59.1 million kilowatts, an increase of 14%over last year. The average daily consumption of residents reached 344 million kWh, an increase of 93.3%year -on -year. Not long ago, He Yang, director of the Electric Power Department of the National Energy Administration, said that after July, with the growth and temperature of the national economy and the same period of the same period last year, especially the global large -scale high -temperature weather, power consumption and electricity have appeared in the world. The load is also growing rapidly. With the peak period of the "seven or eight" loads, it is expected that the country's electricity load will continue to rise. On August 15, the Central Meteorological Observatory continued to issue high -temperature red warnings. It is expected that until the end of August, it is difficult to relieve large -scale high temperatures in the south. "Securities Daily" reporter learned that during the peak of electricity loads, not only Sichuan, Jiangsu, Zhejiang and other places were also more tense. For example, Zhuhua Technology recently stated on the investor interactive platform that due to the continuous influence of high temperature weather in the near future, Hangzhou Yuhang District has implemented orderly power consumption, and the company has strengthened orderly power consumption and energy efficiency management, which has not affected the company's production. The company's park photovoltaic power plant is equally under construction.

Wang Xiaoqi, director of the Financial and Trade Research Center of Sichuan (Western) Economic and Cultural Development Research Institute, said in an interview with a reporter from the Securities Daily that it is necessary to "make electricity in the people" by industrial enterprises. Recently, Sichuan Province has continued to have high temperatures.During the peak of the electricity, the power gap was large, and the scope of the implementation of industrial enterprises to enable the people to implement electricity reflected the overall view of the people -oriented and people's livelihood."From the perspective of an enterprise, the suspension of production may have a short -term adverse effect on the production of the enterprise. However, the relevant power restriction measures also promote the transformation and upgrading of the enterprise to a certain extent.The appropriate time in advance is conducive to accelerating technical transformation and equipment update and upgrading. "Wang Xiaoqi said.Recommended reading

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