Recently, the National Development and Reform Commission directly named nine provinces in a regular press conference: Qinghai, Ningxia, Guangxi, Guangdong, Fujian, Xinjiang, Yunnan, Shaanxi, Jiangsu, the energy consumption intensity in the first half of the year did not drop but increased instead of the same period last year! In addition, the reduction rate of energy intensity in 10 provinces did not meet the schedule requirements, and the national energy conservation situation is very severe.
According to the "Barometer of Completion of Dual Control Targets for Energy Consumption in Various Regions in the First Half of 2021" issued by the National Development and Reform Commission, 12 regions including Guangdong, Fujian, Yunnan, Jiangsu, Zhejiang, Anhui, and Sichuan have both reduced energy consumption and total energy consumption. The situation is grim, which means that more than half of the provinces failed to complete the “dual control” goal in the first half of the year.


For the 9 regions under its jurisdiction that have not decreased but increased their energy consumption intensity, this year suspends the energy-saving review of the “two highs” projects other than the major projects planned by the state, and urges all localities to take effective measures to ensure the completion of the annual energy consumption double control target. It is the target task of reducing the intensity of energy consumption. After the release of the document, many regions with performance warnings took substantive measures to achieve the annual target.
The production capacity of a variety of chemicals is limited
Enterprise production lights up red
The chemical industry is a traditional large energy consumer, and the dual control of energy consumption has a very obvious impact on its output. According to incomplete statistics, the 9 first-level early warning areas where energy consumption does not decrease but increase include Guangdong, a major chemical province, and Yunnan, a major chemical province; and the second-level early warning areas include Zhejiang, a major chemical province, and a major titanium dioxide town. Sichuan, Henan, a major coal chemical city, etc., covers a total of 10,000 chemical companies.
Among them, the soda ash production capacity in Qinghai accounted for 15.63% of the country, the PVC production capacity in Xinjiang accounted for 16.99% of the country, and the soda ash production capacity in Jiangsu accounted for 17.9% of the country. The country's 37.87%, and copper, aluminum, zinc, tin, rebar, manganese silicon, and ferromanganese production capacity account for a relatively high proportion, of which tin production capacity accounts for 59% of the country.
Whether it is the 90% production limit in Yunnan, or the production capacity restrictions of chemical companies in many regions and the relocation of high energy-consuming processes, the impact of dual energy control on the supply side of local bulk industrial products is undoubtedly "adding fuel to the fire."
In addition, some companies in Rudong County, Nantong City and other places have suspended production due to the "dual control" goal. "Our factory in Nantong has not received a formal notice of power cuts. I took the initiative to call the local government department for consultation and learned , The factory will be restricted to 15% of electricity consumption next."
As the person in charge of a clothing company in Nantong City, Jiangsu Province, Wang Li said that the company has set up factories in Nantong Rugao, Hai’an and other counties and cities, and there have been news that there will be restrictions on power consumption for manufacturing companies in the future. It is understood that this round of power rationing in Nantong will start on September 10 and will restart the machine on October 1.
In addition to Yunnan and Jiangsu, Qinghai, Ningxia, Guangxi, Guangdong, Sichuan, Henan, Chongqing, Inner Mongolia, Henan and other places have recently begun to implement measures to limit electricity consumption and control energy consumption for dual energy consumption control targets.
Qinghai: A warning for power rationing was issued, and the scope of power rationing continued to expand.
Ningxia: High-energy-consuming enterprises stop production for one month.
Yunnan: Two rounds of power rationing have been carried out, and the follow-up will continue to increase.
Guangxi: It is required that industrial and commercial enterprises use electricity in an orderly manner and actively use electricity in shifting and avoiding peaks.
Sichuan: Suspend non-essential production, lighting, and office loads.
Henan: Some processing enterprises have limited power for more than three weeks.
Chongqing: Some factories halted power production in early August.
Inner Mongolia: Strictly control the time limit of electricity for enterprises, and the price of electricity should not exceed 10%.
Weaving operation rate under "dual control":
The traditional peak season is miserable
Since the beginning of this year, various regions and departments have achieved certain results in actively promoting carbon peaking and carbon neutrality. Recently, under the supervision of the Jiangsu Provincial Energy Conservation Supervision Center, a large number of weaving companies in Nantong, Jiangsu have shut down a large number of air-jet and rapier looms. At present, the scope of supervision and inspection continues to expand in Jiangsu. As a famous textile province in my country, Jiangsu Province involves chemical fiber manufacturing, cotton spinning, wool spinning, yarn-dyed, non-woven, clothing, home textiles and other industries. The impact on the entire textile industry will also Continue to spread.
1. This week, Zhangcha market implemented three-stop four-peak shifting due to the tight power load this week, and the power was cut off. The operating rate dropped slightly. The average operating rate of circular knitting machines was 43%, and the operating rate decreased by 1% month-on-month and 2% year-on-year. .
2. The operating rate of large circular knitting machines in Shaoxing was 47.84%, which was unchanged from last week and down 2.79% year-on-year.
3. Influenced by the dual control policy, the operating rate of water jet looms in Huzhou was 60.3%, a decrease of 3.8% from last week and a decrease of 19.75% from the same period last year.
4. The comprehensive operating rate of printing and dyeing in Jiangsu and Zhejiang is 67.32%, which is the same as the previous period. The operating rate of printing and dyeing factories in Shengze was 62.5%, which was the same as the previous period. The operating rate of printing and dyeing factories in Shaoxing was 72.14%, which was the same as the previous period.
5. The comprehensive operating rate of chemical fiber weaving in Jiangsu and Zhejiang is 67.03%, a decrease of 1.47% from the previous month. Downstream textile production bases partially implemented staggered electricity consumption due to electricity load, and the operating rate dropped slightly.