Apparel / Textiles & Accessories

"Our factory in Nantong has not received an official notice of the power cut. I took the initiative to call the local government and learned that the factory will be restricted to 15% of electricity consumption."

As the person in charge of a clothing company in Nantong City, Jiangsu Province, Wang Li told China Business News that the company has set up factories in Nantong Rugao, Hai’an and other counties and cities, and there have been reports in the local area that it will restrict the use of electricity to manufacturing companies in the future. News.

Since September 10, some companies in Nantong City have also suspended production due to the "dual control" goal until the restart of the machine on October 1.

This year's government work report puts "reduction of energy consumption per unit of GDP by about 3%" into the main expected development target for 2021, and puts forward that the overall target during the "14th Five-Year Plan" period is to reduce by 13.5%. The energy "dual control" goal, which combines energy consumption intensity ("energy consumption per unit of GDP") and total energy consumption ("energy consumption ceiling"), has become a key driving force for achieving the "dual carbon" goal.

At the same time, under the global epidemic, the rapid recovery of China's economy and the large-scale return of labor-intensive foreign trade orders have brought greater challenges to the goal of "dual control" of energy.

According to a report from the National Development and Reform Commission, in the first half of this year, the energy consumption intensity of 9 provinces (regions) of Qinghai, Ningxia, Guangxi, Guangdong, Fujian, Xinjiang, Yunnan, Shaanxi, and Jiangsu rose instead of decreasing year-on-year, and energy consumption intensity of 10 provinces decreased. The rate did not meet the schedule requirements, "the national energy conservation situation is very severe."

As one of the nine provinces that “do not fall but rise”, Jiangsu Province’s double-down measures started in Nantong City. The impact of power rationing on the industrial chain will undoubtedly continue to be transmitted to more links and more regions, and it will also force companies to further improve efficiency and reduce emissions.

Related measures will not be simple "one size fits all"

According to the news on the official website of the Jiangsu Provincial Department of Industry and Information Technology on July 5, in order to guide and urge local governments to implement rectification measures and effectively reverse the unfavorable situation that the completion of the energy consumption intensity reduction rate target is seriously lagging behind, Qi Yusong, deputy director of the Jiangsu Provincial Department of Industry and Information Technology, Relevant comrades in charge of the Comprehensive Utilization Department and the Provincial Energy Conservation Supervision Center went to 7 first-level warning areas where energy consumption intensity did not drop but increased in the first quarter, including Nantong, Huai'an, Yancheng, Yangzhou, Zhenjiang, and Taizhou, for supervision and supervision.

Later, on September 7th, at the Jiangsu Provincial Department of Industry and Information Technology held a special energy-saving monitoring video and telephone conference for enterprises with an annual comprehensive energy consumption of 50,000 tons of standard coal, Qi Yusong said that since this year, the energy-saving situation in Jiangsu has been very severe. The National Development and Reform Commission The “dual control” of energy consumption in 9 regions across the country has lit a red light. Jiangsu Province is also among them. Energy consumption has risen instead of falling. The main reason is that key energy-consuming companies use energy in disorder and illegally.

In his speech, Qi Yusong pointed out that in the first half of the year, the two indicators of energy consumption "dual control" have been red-lighted by the country. The situation is very serious. It has been less than 4 months before the end of the year. If you want to reverse the situation, you must adopt unconventional measures. , It is necessary to administer strong medicine and heavy medicine, and it must be quick to complete the target task by the end of the year.

The textile industry of Nantong City occupies an important position in Jiangsu, a major textile province. As a concentrated area of upstream weaving links, a certain place in Nantong became the first area to start operations.

The relevant person in charge told China Business News that in order to ensure that Jiangsu Province avoids red lights in the third quarter, September, as the last juncture of the third quarter, has to pay close attention to energy consumption. As far as the government’s guidance and arrangements are concerned, it will carry out environmental assessment and energy assessment monitoring for key enterprises for a long time, so as to carry out budget management on the energy use of enterprises. In this “dual control” initiative, the county level will issue a work plan, and then the township (street) will schedule a specific list of companies and quotas. During the process, they will focus on communicating with the companies, based on the actual order situation and energy consumption of the companies. Efficiency to promote the orderly use of electricity.

"If the company has urgent orders to complete in the near future, the local will also let these factories complete the orders first, and then reduce some more energy consumption in the fourth quarter." The person in charge emphasized that the relevant measures will not be simply "one size fits all". The method will also try to respect the wishes of the company. The government has never let enterprises shut down their shutdown devices, but only the choice of enterprises after communication under the dual control objectives.

How to control the influence of "dual control"

Nantong City, which has initiated the "dual control" initiative, may delay the delivery of orders received such as weaving factories, which will affect the production cycle of the entire industrial chain. With the implementation of relevant measures in more areas and areas such as Yancheng and Zhenjiang, the actual impact will be more apparent.

In fact, the goal of "dual control" corresponds to higher-quality development.

A reporter from China Business News combed through the economic operation data of Nantong, Zhenjiang, Yancheng and other cities in the first half of the year and found that the economic operations of these cities in the first half of the year showed a recovery growth trend, and the increase in electricity consumption and industrial electricity consumption in the whole society was also 20%. %above.

Among them, in the first half of the year, the electricity consumption of the whole society in Nantong City increased by 24.2% year-on-year, and the two-year average growth rate was 10.4%. The electricity consumption of the whole society in Zhenjiang City increased by 23.2% year-on-year, of which industrial electricity consumption increased by 27.4%. The industrial electricity consumption in Yancheng was 15.96 billion kWh, a year-on-year increase of 24.2%, an increase of 31.9% over the same period in 2019, and an average two-year increase of 14.8%; the service industry’s electricity consumption was 3.55 billion kWh, a year-on-year increase of 45.8%, compared with 2019 An increase of 32.8% over the same period, an average increase of 15.2% in two years.

Wang Li told China Business News that his garment factory in Hai'an, Nantong, has about 400 workers, mainly exporting garments. This year's business is pretty good. Compared with last year, it has almost doubled and compared with 2019, it has also increased by about 25%.

"We have been busy this year, and we are still in the peak season." Wang Li said that according to the order situation, it will be very busy from September this year to January next year. There is no off-season because clothes in all seasons will be produced. . The increase in orders has allowed factories to work overtime, and this year's electricity consumption has also risen.

"At present, the government is asking us to find a way to reduce electricity consumption by 15%. We don't know how to restrict electricity consumption." Wang Li said that if we find ways to reduce electricity consumption by ourselves, the factory will use stricter management and more appropriate arrangements. To improve efficiency and reduce the time to start work, "For example, if you start work for 10 hours a day, then it will be reduced by 1 to 1.5 hours."

He believes that as long as it is not a rigid requirement that work is not allowed to start between a few days and a few days, and the daily work hours are allowed to be reduced, the impact on the factory's production will not be too great. Improving efficiency under the goal of "dual control" is a motivation for factories.

Currently, Wang Li has installed solar energy for the garment company. He said that about 20% of the factory's annual electricity consumption comes from its own solar power generation.

In the textile and apparel industry, the foreign trade situation of weak textiles and hot clothing has emerged this year. According to data from the General Administration of Customs, from January to August this year, national textile exports were US$92.77 billion, a year-on-year decrease of 11.4% (in RMB, a year-on-year decrease of 18.4%); clothing exports were US$105.69 billion, a year-on-year increase of 28.1% (in RMB, a year-on-year increase of 28.1%). 17.9%).

According to the observation of Meng Zhuo, manager of Anhui Garment Import and Export Co., Ltd., this year is mainly due to the tight production of garment factories and "the list is endless." The weaving factory belongs to the off-season, even the peak season is not as good as before.

Therefore, for the weaving market where orders are relatively sluggish, the reduction in shifts caused by the "dual control" initiative is also considered by the industry, which may stimulate inventory digestion and change the market.

According to the reporter's understanding, some electronic product manufacturers in Nantong that do not consume much electricity have not been affected by the "dual control" goal. In Yancheng and other areas where energy consumption intensity in the first quarter did not decrease but increased, local manufacturing companies have not yet received a clear notification of power rationing.

Meng Wei, spokesperson for the National Development and Reform Commission, said at a press conference on August 17 that since this year, all regions and departments have actively promoted carbon peak and carbon neutral work and achieved certain results. However, in some places, industries, and enterprises, the focus of work is "off the track". Among them are the ineffective implementation of "dual control" of energy consumption in some places; some industries hope that a certain technology will solve the problem once and for all; some institutions are enthusiastic, chasing hot spots, and keen on labeling, issuing brands, and carbon neutral. "Hat" is flying all over the sky.

In addition to the weak foundation of energy conservation and emission reduction, Meng Wei also pointed out that some places, industries, and enterprises are eager to "grab the top spot", and the proposed goals go beyond the development stage; some places implement "one size fits all" shutdown of high energy-consuming projects; Of financial institutions suddenly stopped lending for coal-fired power and other projects. In some places, the slogans were shouted loudly and the actions could not be kept up. In some places, the "two highs" projects were even launched in violation of regulations. These phenomena are contrary to the original intention and requirements of carbon neutralization work, and must be resolutely corrected.

The above-mentioned relevant person in charge of Rudong County in Nantong City proposed that by the end of this year, in terms of installed capacity, the power generation of local new energy will exceed the power consumption of the whole society. However, the current transformation and development of new energy is not linked to the goal of "dual control". Under the general direction of advocating the whole society to save electricity, local governments also hope to be more encouraged in their efforts in new energy.