It is understood that since the end of August, 20 provinces, autonomous regions and municipalities directly under the Central Government have introduced measures of varying intensity of power outages and power rationing. Liaoning, Heilongjiang and Jilin provinces have begun to restrict the use of electricity by residents, and the remaining provinces and cities mainly restrict the industrial electricity consumption of high-energy-consuming and high-emission enterprises such as steel, electrolytic aluminum, industrial silicon, textile printing and dyeing, chemical fiber, and chemical industry.
It is worth noting that the orderly power consumption period in many regions is not limited to September, and some regions even implement the "double control" policy until the end of the year, and even continue to 2022, which also makes everyone realize that the front line of this power curtailment and production rationing seems to be very long, and everyone must be prepared for normalization.
Jilin: Irregular, irregular, unplanned, no-notice blackout until March 2022
Jilin New North Water Co., Ltd. news, in accordance with the requirements of the State Grid, will implement the Northeast Electric Power Management Bureau and Jilin Provincial Energy Bureau on the spirit of orderly use of electricity, irregular, irregular, unplanned, no notice of power outage and power rationing, this situation will continue until March 2022, power outages, water outages become the norm, so it will lead to nine pumping stations power outages and can not normal water supply, the near future will often occur due to power outages caused by water outages, hope that water units and residents in a timely manner to prepare for water storage, casually close the faucet.
Yunnan: 90% reduction in production by the end of the year
The "Notice on Resolutely Doing a Good Job in the Dual Control of Energy Consumption" issued by the Office of the Leading Group for Energy Conservation Work of Yunnan Province clearly states that the average monthly output of the yellow phosphorus production line from September to December shall not exceed 10% of the output in August (that is, reduce the output by 90%); the average monthly output of industrial silicon enterprises shall not exceed 10% of the output in August (that is, reduce the output by 90%); fertilizer manufacturing, basic chemical raw material manufacturing, coal processing, Enterprises in four industries such as ferroalloy smelting thatse added value of 10,000 yuan and energy consumption are higher than the industry average take key enterprise energy control measures, of which enterprises that are 1-2 times higher than the average limit production by 50%, and enterprises with 2 times or more above the average limit by 90%.
Yulin, Shaanxi: Limited production by 60% to the end of the year
The Development and Reform Commission of Yulin City, Shaanxi Province, issued a dual control target for energy consumption, the newly built "two high projects" must not be put into production, and the "two high" projects that have been put into production are capped at 60% of the basic output last month. Other "two high" enterprises have implemented measures such as reducing the operating load of production lines and stopping the production of mineral hot furnaces to ensure that production is limited by 50% in September. Regulation time: September 2021 to December 2021.
Fujian: Orderly use of electricity until October, October-December will still have a large power gap
Fujian Provincial Department of Industry and Information Technology issued a notice on the start of orderly electricity consumption, saying that from September 28 to 30, there will be a 2 million kilowatt power gap in The power supply in Fujian Province, and a large power gap will also appear in October to December, in order to ensure the safety of power grid operation, the "2021 Fujian Power Grid Orderly Electricity Consumption Plan" approved by the provincial government in May this year was launched, and from September 28 to 30, during the period from October 4 to 16, the specific load regulation indicators of each districted city are shown in the annex. The follow-up orderly electricity load regulation indicators will be issued separately depending on the changes in load and power supply capacity.
Hefei, Anhui Province: Stop production until October
Anhui Hefei Development and Reform Commission will issue a work notice on the implementation of orderly electricity use by high-energy-consuming enterprises, saying that it has decided to implement restrictive "double control" measures for 336 high-energy-consuming enterprises such as Zhongyanhong Sifang, requiring that the batch of enterprises temporarily scheduled to stop production and let electricity from 12:00 to 22:00 every day from September 26 to October 8, and only retain safety and lighting electricity, please comply with the implementation.
In the case of continuous increase in energy consumption "double control", the coverage of power curtailment and production limitation has gradually broadened, and the notice issued by many regions clearly states that the power pressure in the second half of the year is relatively large, and no clear deadline is given for power curtailment and production limitation, etc. It is also possible that during the National Day holiday, whether the follow-up will continue to be restricted depends on the specific circumstances.
Harbin: In addition to the Central Avenue business circle, Qiulin commercial circle and all fresh supermarkets, the city's commercial enterprises are all implemented to avoid peak electricity, and the store is closed from 16:00 every day, please notify the district (city) power supply company to do a good job with the local government.
Anhui: Recently, due to the continuous shortage of thermal coal and the unusual frequency of units in the province, there will be a gap in power supply and demand in the province, and an orderly electricity consumption plan for the province will be launched from September 22.
Anhui Ningguo: From now on, all industrial enterprises in the city will reasonably arrange production time and strictly implement the wrong peak avoidance of electricity according to the number of rounds. The staggered peak avoidance period is 14:30-18:00, during which the production of equipment is stopped and the electricity used for office lighting is retained.
Hunan North Lake: All kinds of enterprises stagger peaks to avoid peak electricity, and the orderly power consumption period is 10:30-23:30 every day. During the peak period of electricity consumption, all kinds of enterprises should scientifically plan production, try to arrange production outside the peak hours of electricity consumption, independently stagger peaks and avoid peak electricity, and reduce external electricity consumption.
Guangdong Power Grid: Since September 16, the implementation of the "open two stop five" electricity consumption plan, every Sunday, Monday, Tuesday, Wednesday and Thursday to achieve staggered peak rotation, staggered peak days only retain the security electricity load, the security load is less than 15% of the total load.
Zhejiang: From September 28, the 2021 B-class orderly electricity consumption plan was launched to ensure a stable and orderly economy and society in the province.
Industrial enterprises in many areas have posted the notices they have received, showing that they need to limit electricity in September, October, November and December, and some enterprises can independently choose the time to stop production.
The "power ration tide" continued, and chemical companies deployed price increases in advance
The "power rationing tide" that lasted for a month has affected 20 provinces and cities across the country, and large-scale power curtailment has had a greater impact on economic production. On the one hand, the continuous "power curtailment" directly drags down industrial production; on the other hand, rebar, zinc, tin, urea, PVC, calcium carbide, yellow phosphorus, coal and other industrial supplies are facing price increase pressure.
In terms of commodity prices, China's commodity price index was 1241 as of September 26, up 18.64% in the past Three months. The chemical industry is catching up, and hundreds of enterprises have issued intensive letters to raise their heads, and strive to make rapid strategic adjustments to their enterprises to avoid losses. In addition, more than a dozen chemical companies announced price increase arrangements in October, and the future market continues to be bullish.
Wanhua Chemical: Since October 2021, wanhua chemical china region polymer MDI distribution market listing price of 23,000 yuan / ton (compared with the September price increase of 2400 yuan / ton), direct market listing price of 23,000 yuan / ton (compared with the September price increase of 2400 yuan / ton).
Zhonghua Paint (Shenzhen) Co., Ltd.: From October 18, low-grade latex paint is increased by 5%, latex paint with low-grade and above is increased by 10%, other water-based paints (including accessories) are raised by 5%, nitro paint and PU wood paint are adjusted by 5%, and FP engineering paint products are increased by 10%.
Astronic: issued two consecutive letters to raise the product, from October 1,
Interior wall coatings rose 4-22%, exterior wall coatings rose 4-18%, coating tools rose 10-15%, and primary auxiliary materials rose 3-7%.
Engineering coatings: real stone paint rose by 10%-18%, water-based floor paint rose by 10%-25%, water-based interior walls rose by 15%-20%, water-based exterior walls rose by 12%-20%, and oil-based products rose by 20-40%.
Finished board system: Rock wool finished board rose by 8%-10%, other finished boards rose by 8%-20%.
Insulation systems: rock wool board rose by 8%-10%, organic insulation board rose by 8%-20%, and other insulation materials rose by 10%-15%.
Basic auxiliary materials: powder rose by 5%-10%, grid cloth, fasteners, etc. rose by 6%-15%, and silicone rose by 90%-100%.
Hardcover products: tile glue, plaster up 8%-15%.
Waterproof products: waterproof membrane rose by 10%-15%, waterproof coatings rose by 10%-15%.
Nippon Decorative Materials (Guangzhou) Co., Ltd.: From October 1, the price of the product will be adjusted. 20KG pure house surface layer putty increased by 1 yuan, 20KG shili putty A price increased by 1 yuan. The A price of 20KG Ceramic Quilting Music Grassroots A-King was raised by 10%, the price of 18KG Taofule Grassroots A-King was raised by 10%, and the price of 2.1KG Nippon Seam Transfer Expert A was raised by 10%. The 18KG fast coat treasure wall reinforcement agent was raised by 3 yuan, and the 18KG fast coat treasure anti-mildew agent reinforcement was raised by 4 yuan.
Hunan Sol Chemical: From October 1, the sales price of the company's iron oxide pigments was uniformly raised by 600 yuan / ton, and the price adjustment was subject to the date of signing the order.
Liaoning Jiren Paint: From October 1, products packaged with 3.7L and below will be reduced by 7%, and pricing will be increased by 7%.
Nanyang Xinli Plastic Industry: From October 8, the product price changes are as follows:
PE impregnated powder was raised by 500 yuan / ton.
Electrostatic spraying powder is raised by 1500-2000 yuan / ton.
Bubble film class increased by 1000 yuan / ton.
Express bags are raised by 0.02-0.05 yuan each.
Deqing Toda Sanfeng Pigment: From October 1, all iron oxide prices will be raised by 600 yuan / ton (100 US dollars / ton) on the basis of the original sales price.
Tonglu Fuyu Paint Factory: From October 1, the price of all products will be raised by 20%.
CITIC Titanium: From October 1, the sales price of CR series chlorinated titanium dioxide will be raised by 1,000 yuan / ton for domestic titanium dioxide, and 150 US dollars / ton for titanium dioxide in overseas markets.
Dongguan City five new materials: from October 1, light calcium carbonate rose by 100 yuan / ton, nano calcium carbonate increased by 200 yuan / ton.
Xinxiang Yicheng new materials: from October 1, on the basis of the original price: the sales price of outdoor plastic powder was raised by 1500-2000 yuan / ton, and the indoor plastic powder was inquired before placing an order.
Jiangsu Yuxing Technology: The price of the product will be raised from October 1.
Iron oxide red: the sales price was raised by 600 yuan / ton (100 US dollars / ton).
Iron oxide yellow: The sales price was raised by 600 yuan / ton (100 US dollars / ton).
Iron oxide black: the sales price was raised by 600 yuan / ton (100 US dollars / ton).
Hunan Guanyi Pigment: From October 1, all models of products will be uniformly raised by 600 yuan / ton.
Zhejiang Huayuan Pigments: Since October 1, 2021, the sales price of iron oxide pigments has been raised uniformly: iron oxide red, yellow and black products have been raised by 600 yuan / ton (100 US dollars / ton).
Changchun Chemical Flame Retardant PBT Price Increase 2000 Due to the shortage and surge of flame retardant agents, Changchun Chemical once again raised the price of halogen flame retardant PBT by 2000RMB/ton. Since July, it has increased by 7,000 yuan / ton!
It is reported that due to the impact of power outages and out-of-stocks, Changchun PBT may be out of stock for a long time.
Now that it has entered a small long holiday, the time from the end of the year is getting closer and closer, and the power curtailment and production limitation in more than a dozen areas of the country where energy consumption has not reached the progress is also gradually increasing. In addition to a few regions that clearly require a deadline, the documents in some regions are issued every day and changed from time to time to cope with different situations and ensure smooth customs clearance in the "big test" of energy consumption at the end of the year. Before handing over the satisfactory "answer sheet", the control of various places will continue to be tightened, and the price and supply and demand relationship of the chemical industry may appear more unpredictable changes.