Power rationing begins in Jiangxi! Starting from October 21st, Gaoan Ceramics Enterprises has implemented peak-shifting power consumption. Under the vigorous promotion of the "dual control" and "dual carbon" policies, the construction and ceramics industry, as a "two high" industry, will encounter the strongest energy and cost tests in history in 2021.
Since September, after large-scale power rationing in production areas such as Guangdong, Guangxi, and Shandong, Jiangxi Province has also launched a "power rationing mode" for "two high" enterprises from October 21.
Coal prices have exceeded 3,000 yuan/ton, gas prices have doubled, and ceramic tile prices have increased by 30% in 10 days... Starting from the National Day, affected by the surge in coal prices and power cuts in other production areas across the country, mainly in high-security production areas Some production areas have staged the phenomenon of "racing for cars and goods".
After the power cuts in Jiangxi production areas, the production costs of ceramic companies have increased again, and ceramic tile prices may once again usher in a new round of rise!
Recently, State Grid Jiangxi Electric Power Co., Ltd. has gradually optimized its autumn maintenance arrangements for thermal power units from October to November. According to the maintenance arrangement, currently, the maximum power supply capacity of the entire network is 18.5 million kilowatts, and there is a gap of about 1.3 million kilowatts to cope with the recent maximum power demand of 19.8 million kilowatts.
On October 19, the Jiangxi Provincial Development and Reform Commission issued an "Emergency Notice on Agreeing to Implement Orderly Use of Electricity" and approved the application of State Grid Jiangxi Electric Power Co., Ltd.: starting from October 21, the daily morning and morning peak hours (10:00-11:45) and evening peak hours (17:00-20:00) will implement orderly electricity consumption.
Staggered electricity consumption during morning and evening peak periods
Power supply may be limited and production suspended in December
According to "Ceramic Information", we learned from the Jiangxi Ceramics Base Management Committee that on the evening of October 20, Hehui Power Distribution issued a notice to the enterprises in Gao'an Ceramics Park: considering the particularity of electricity consumption of ceramic enterprises, such as the implementation of rotation The suspension plan will cause ceramic companies to be unable to produce. The power company will implement peak-shifting power consumption first in order to ensure that park companies can operate and reduce corporate losses to a greater extent. Starting from October 21st, all ceramic enterprises must strictly control electricity load during the daily morning peak (10:00-11:45) and evening peak (17:00-20:00).
According to the relevant person in charge of the Management Committee of Gao'an Ceramics Base: The province's power consumption gap this time is 1.3 million kilowatts. According to the power consumption adjustment issued by the province to various prefectures and cities,In the load control plan, Yichun City has a load of 260,000 kilowatts in rotation and shutdown. In the early stage, the load was reduced through peak-shifting power consumption. For the time being, ceramic companies will not be required to "start and stop as often as they want". However, in December, with the With the arrival of the peak power consumption period in winter, if the power gap load increases, ceramic companies may be subject to power restrictions and production shutdowns.
On October 21, "Ceramic Information" visited Gao'an ceramic enterprises and learned that at present, the production lines of all ceramic enterprises in Gao'an are in orderly production. However, according to the power consumption regulation requirements issued by the power company, they have been strictly in accordance with various regulations. During this time period, relevant equipment with large electricity loads will be shut down.
According to the owner of a company in Gao'an Ceramics Base, the power company's opinion is to reduce the electricity load first and make up for the gap in electricity demand. It is not clear whether there will be power restrictions and production shutdowns in the future.
Therefore, starting from the 21st, the company has implemented off-peak power consumption for ball mills, polishing lines and other equipment with large power loads. The kiln can still produce normally, but off-peak power consumption will also bring consequences to the company. Cost pressure, unable to produce at full capacity, higher costs.
Supply supply is tight after power cuts
Tile prices may continue to rise in November
"The implementation of staggered peak power consumption will not affect kiln production, but the ball mill workshop will have to stop production during the staggered peak power consumption time in the morning and evening, as well as the polishing line and edge grinding line, which means that the production line will have to reduce production. Operation, the company's production costs will definitely increase," said the owner of a ceramics company in Gao'an.
"If the power load regulation is strengthened in the future and the off-peak power consumption cycle is extended, it is estimated that many companies will consider stopping some production lines to ensure that other production lines can operate at full capacity." In the opinion of the boss.
Many bosses of ceramic companies in Gao'an said that one wave has come up again after another! As coal prices continue to rise, power rationing will also put pressure on the production costs of ceramic companies again. Especially for companies in some production areas that have only opened some production lines due to market and cost issues, low inventory will cause later supply. Nervousness will push up a new round of ceramic tile price increases.
“The company originally planned to start up the second production line next week, but this time the power supply is limited and it is estimated that it will not be able to start up.” The boss of a company in the Gaoan Ceramics Base said that this line had not caught up with the pick-up line due to maintenance. Centralized air supply. At present, the company only has one line in production and has no inventory. Especially after the recent increase in coal prices, the price of ceramic tiles has increased three times in half a month, and the supply will be tight in the future.
Fu Jianfang, general manager of sales of Xinhongxin Ceramics, said that with the power cuts in Jiangxi Province, the price of ceramic tiles will rise again in November.up 8%. Coal prices have remained at a high level, and power consumption during off-peak periods cannot produce at full capacity. The production efficiency of enterprises has decreased, and production costs will increase again.
High energy-consuming enterprises
Electricity prices may increase by more than 20%
According to the relevant person in charge of the Jiangxi Ceramics Base Management Committee, in addition to reducing the electricity load, recently, according to the previous notice on the adjustment of on-grid electricity prices by the National Development and Reform Commission, the price of electricity for industrial enterprises has been adjusted, and the ceramic industry is one of the "two highs". "There is no "ceiling" on project electricity price adjustment.
On October 12, the National Development and Reform Commission issued a notice on further deepening the market-oriented reform of on-grid electricity prices for coal-fired power generation. The notice stated that the on-grid electricity prices for all coal-fired power generation will be relaxed in an orderly manner.
Expand the floating range of coal-fired power generation market transaction prices from the current floating range of no more than 10% and no more than 15% in principle to upstream and downstream floating prices of no more than 20% in principle, and the market transaction price of high-energy-consuming enterprises shall not exceed Subject to a 20% increase.
According to the person in charge of ceramic enterprises in Gao'an production area, the electricity prices of ceramic enterprises this year have increased significantly based on last year. Previously, the daily electricity consumption of enterprises was divided into three periods: peak, valley and flat. During the peak period, the price has increased by 40% based on the existing electricity price, and during the flat period, the price has also increased by 20%.
(The article is reproduced from Ceramic Information)
