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Chang Yingzhi, a researcher in the chemical industry of China Investment Advisors, pointed out that since the third quarter of this year, due to the 11th Five Year Energy Saving and Emission Reduction targets of all provinces and cities have adopted power limiting measures, the normal production of chemical companies has been greatly affected. At present, the Eleventh Five-Year Plan period is coming to an end. The power-reduction policy adopted by energy-saving and emission-reduction started to loosen, and the use of electric power by chemical companies has eased. But now it has entered the peak of electricity consumption in winter. The power supply of the power plant is insufficient, and chemical companies will once again face the trouble of limiting electricity.
According to the "2010-2015 China Power Industry Investment Analysis and Forecast Report" issued by China Investment Advisor, it is pointed out that in China, winter and summer are the peak season for coal and electricity consumption. Under normal circumstances, once the peak season for coal and electricity consumption occurs, China will suffer from a shortage of coal and there will be insufficient electricity supply.
Moreover, in recent years, due to the integration of coal resources and the safe production of coal mines, domestic coal production has been affected. Coupled with the sharp increase in the price of coal in the early stage of this year, the price difference between contract coal and market coal is too large, and the contracted coal partial contraction ratio is insufficient. All of these factors have aggravated the shortage of electricity coal stocks in China's power plants. At present, the coal stocks in some domestic provinces and cities are already below the warning line.
Zhang Yanlin, research director of China Investment Consulting Co., Ltd. pointed out that due to the lack of electricity supply, in addition to Hubei, Zhejiang, Henan, Shanxi and other places have begun to take measures to cut power consumption for high energy-consuming production enterprises. For example, on November 28th, the General Office of the Shanxi Provincial Government issued the “Urgent Notice on Strengthening Energy Conservation and Protecting Power Supply in the Near Future†and requested the use of power limiting measures for high-energy-consuming enterprises.
The peak of winter power supply comes to the chemical companies
Due to the rapid decline in coal inventory and the increasing demand for electricity, Hubei Province decided to implement an orderly power plan from 02:00 on December 22. Hubei Electric Power Company will strictly follow the principle of "multiple guarantees and fewer restrictions" of the Hubei Provincial Government, and adopt the way of demand side electricity management to supervise the shift of industrial enterprises to the peak of power and limit the use of electricity in high-energy-consuming enterprises, small chemical fertilizers and other industries with excess capacity. .