After the Mid Autumn Festival, power rationing and shutdown became a hot topic. Even many listed companies issued announcements and had to stop production.
From start-up, stop-up and stop-up to start-up, stop-up and stop for six, and even directly wait for notice. Local power outage and production restriction policies have been issued one after another. Without electricity, the production and operation of many enterprises have been greatly affected. Under normal circumstances, industries with high energy consumption and high pollution are mainly affected, but now even light industrial factories are also limited in power and production.
The reasons for power rationing and shutdown are not complex. Two reasons lead to such results. First, the power shortage caused by the rise in coal prices. Second, dual control of energy consumption brought by carbon neutralization.
1. The increase of coal price is too large and the power is tight
At present, the proportion of thermal power generation in China's power generation structure is still more than 70%, and thermal power uses coal for power generation.
Due to the excessive increase in coal prices, a thermal power plant will now have a net loss of millions every day. The coal price has been high this year, and there is less coal stored in the power plant.
The low coal storage in the power plant limited the power generation capacity of the power plant, and the power generation loss of the thermal power plant also undermined its enthusiasm for power generation. This makes the power supply tense.
2. Dual control of energy consumption, carbon neutralization and standard pressure
Power shortage is on the one hand. The current power rationing and shutdown sweeping more than a dozen provinces across the country is mainly due to the dual control of energy consumption.
The national development and Reform Commission requires all regions to take effective measures to ensure the completion of the double control target of energy consumption throughout the year, especially the target task of reducing energy intensity.
3. Why is the saying of "exporting inflation and competing for pricing power" on the Internet unreliable?
If you really want to export inflation, then cancel the export tax rebate or increase the export tax. Isn't it more direct and effective to restrict the false prosperity of export enterprises, blindly expand production, directly ask banks to strictly approve loans, and let industrial and commercial, economic and information technology, development and reform and other departments strictly restrict enterprises from expanding production capacity than power outage?
For example, China's bauxite was mainly imported from Australia and Guinea since last year. In the future, after the sumandu iron ore developed by Chinese enterprises in Guinea is put into operation, it can also significantly reduce iron ore imports from Australia.
Economist Guan Qingyou also said that switching off power rationing is a result of achieving the annual energy consumption target and the future double carbon target. Objectively, it has caused the contraction of the production end and the rise of the price of related products. This is a case of policy conflict, not an export of inflation, nor a big game of harvested chess.
4. Impact of dual control of energy consumption on Enterprises
In the short term, in some areas, the dual control of energy consumption will also affect other non high energy consuming enterprises. However, after the power shortage is relieved, the main regulation objects of dual control of energy consumption are those high energy consuming industrial enterprises.
Maybe different energy consumption standards will be introduced for various industries in the future. If the standards are exceeded, there will be limited power production and other punishment measures, which will also force the transformation and upgrading of enterprises and technology
