On May 12, the Ministry of Industry and Information Technology website issued an urgent notice requesting to control the growth rate of industrial electricity consumption, resolutely curbing the excessive growth of high-power consumption industries, limiting the demand for electricity in overcapacity industries, and giving full play to the differential electricity price policy in eliminating backward production capacity. effect. The Guangdong Provincial Economic and Information Commission also stated that it will focus on high-energy-consuming and overcapacity enterprises with peaks and peaks.
Some places have been affected by the "electricity shortage" and have affected the normal operation of the industry.
The Ministry of Industry and Information Technology said that in March this year, China's industrial electricity consumption increased by 13.8% year-on-year, which was 0.4 percentage points higher than the total electricity consumption of the whole society. China's industrial electricity consumption accounts for more than 70% of the total electricity consumption in the whole society. With the peak of summer electricity consumption, the power supply gap will be further expanded, and the contradiction faced by industrial electricity is more prominent.
The Ministry of Industry and Information Technology is required to control the growth rate of industrial electricity, resolutely curb the excessive growth of high-power consumption industries, and limit the demand for electricity in overcapacity industries. Make the current hard power constraints into the power of structural adjustment, give play to the role of differential electricity price policies in eliminating backward production capacity, and promote the allocation of power resources to national encouraged industries and enterprises; in accordance with "create the largest possible industry with the least energy consumption" The principle of adding value to output, and ordering the order of electricity supply.
At the end of 2010, the growth rate of heavy industry was greatly slowed down by the “energy saving and emission reduction†policy. In December 2010, the growth rate of heavy industry was 13.7%, which was only 0.7 percentage points higher than the growth rate of light industry. In the first quarter of this year, the growth rate of heavy industry showed a large rebound. In March, the growth rate of heavy industry was 15.8%, which was 2.8 percentage points higher than that of light industry.
From the perspective of Guangdong Province, in the first quarter of this year, the growth rate of heavy industry electricity consumption was about four times that of light industrial electricity. Nandu reporter learned from the Guangdong Provincial Economic and Information Technology Commission that in the first quarter of this year, the province's industrial electricity consumption was 60.402 billion kwh, an increase of 8.64% year-on-year, and light and heavy industrial electricity consumption increased by 2.89% and 12.5% ​​respectively.
In the first quarter, Guangdong's industrial enterprises above designated size completed an added value of 462.062 billion yuan, a year-on-year increase of 14%. Under the global economic recovery, industrial exports showed a good growth trend, and the industrial export delivery value reached 602.947 billion in the first quarter. Yuan, a year-on-year increase of 21.4%, of which, the Pearl River Delta grew at a faster rate, up 21.5% year-on-year, and the growth rate exceeded the province's average growth rate by 0.1 percentage points. “At the same time of rapid economic growth, the energy consumption level of high-energy-consuming industries has not rebounded sharply.†The relevant person in charge of the Guangdong Provincial Economic and Information Technology Commission told the Southern Reporter. According to reports, in January-February, the energy consumption per 10,000 tons of key energy-consuming enterprises in Guangdong Province decreased by 5.25%, and the energy consumption per unit of the six high-energy-consuming industries fell by 4.87%. The main energy consumption indicators are better. In the first quarter, the province's G DP energy consumption will continue to decline.
The relevant person in charge of the committee said that it is expected that the power supply situation in Guangdong will be very severe in the second quarter. The maximum power gap is about 4 million kilowatts. If the peak of the two-line line cannot be put into operation before the peak, the power supply gap will be expanded to 6.5 million kilowatts.
Wu Yuguang, director of the Energy and Energy Division of the Guangdong Provincial Economic and Information Technology Commission, said that although the electricity is tight, residents will have to use electricity, and the normal production of some high-tech and low-energy enterprises will not be affected. Guangdong will focus on the eight major industries of steel, cement, electrolytic aluminum, ferroalloy, calcium carbide, caustic soda, yellow phosphorus, zinc smelting, and high-energy-consuming enterprises such as ceramics, bleaching and dyeing, and other overcapacity enterprises. Use electricity.
Wang Tao (blog), chief economist of UBS China, believes that the key reason for the current power shortage is that coal prices are rising. Due to concerns about inflation, this year the government once again tried to lower the contract price of coal and delayed the price of electricity. Adjustment. "Price interventions have undoubtedly caused coal companies to reduce the contract's compliance rate; the power of power plants to continue to generate electricity in the event of losses has also weakened. At present, the overall utilization rate of thermal power units in the country is still low." Wang Tao said.
Dr. Xu Liang, a researcher from Guangdong Provincial Key Laboratory of Power Energy Conservation and New Energy Technology, analyzed the Southern Reporter’s report. To solve the “electricity shortageâ€, on the one hand, it is necessary to increase the price of contract coal and allow the price of electricity to be raised. On the other hand, it is necessary to change the main dependence of power supply. The current situation of thermal power, the current nuclear power industry development plan has not yet been clarified, and hydropower and wind power should be actively developed. But for the upcoming seasonal peak of electricity consumption, these two measures may not be able to save the fire.
"It is recommended that the government should allow for increased contract coal prices and subsidies for loss-making thermal power enterprises; limit electricity to high-energy-consuming industries, or shut down some small, backward production capacity; increase the on-grid tariffs of provinces with severe losses in thermal power enterprises; The price of electricity used in the energy-consuming industry." Wang Tao said. She believes that if the CPI inflation rate drops significantly in the second half of the year, the possibility of coal price and electricity price adjustment will increase.
Some places have been affected by the "electricity shortage" and have affected the normal operation of the industry.
The Ministry of Industry and Information Technology said that in March this year, China's industrial electricity consumption increased by 13.8% year-on-year, which was 0.4 percentage points higher than the total electricity consumption of the whole society. China's industrial electricity consumption accounts for more than 70% of the total electricity consumption in the whole society. With the peak of summer electricity consumption, the power supply gap will be further expanded, and the contradiction faced by industrial electricity is more prominent.
The Ministry of Industry and Information Technology is required to control the growth rate of industrial electricity, resolutely curb the excessive growth of high-power consumption industries, and limit the demand for electricity in overcapacity industries. Make the current hard power constraints into the power of structural adjustment, give play to the role of differential electricity price policies in eliminating backward production capacity, and promote the allocation of power resources to national encouraged industries and enterprises; in accordance with "create the largest possible industry with the least energy consumption" The principle of adding value to output, and ordering the order of electricity supply.
At the end of 2010, the growth rate of heavy industry was greatly slowed down by the “energy saving and emission reduction†policy. In December 2010, the growth rate of heavy industry was 13.7%, which was only 0.7 percentage points higher than the growth rate of light industry. In the first quarter of this year, the growth rate of heavy industry showed a large rebound. In March, the growth rate of heavy industry was 15.8%, which was 2.8 percentage points higher than that of light industry.
From the perspective of Guangdong Province, in the first quarter of this year, the growth rate of heavy industry electricity consumption was about four times that of light industrial electricity. Nandu reporter learned from the Guangdong Provincial Economic and Information Technology Commission that in the first quarter of this year, the province's industrial electricity consumption was 60.402 billion kwh, an increase of 8.64% year-on-year, and light and heavy industrial electricity consumption increased by 2.89% and 12.5% ​​respectively.
In the first quarter, Guangdong's industrial enterprises above designated size completed an added value of 462.062 billion yuan, a year-on-year increase of 14%. Under the global economic recovery, industrial exports showed a good growth trend, and the industrial export delivery value reached 602.947 billion in the first quarter. Yuan, a year-on-year increase of 21.4%, of which, the Pearl River Delta grew at a faster rate, up 21.5% year-on-year, and the growth rate exceeded the province's average growth rate by 0.1 percentage points. “At the same time of rapid economic growth, the energy consumption level of high-energy-consuming industries has not rebounded sharply.†The relevant person in charge of the Guangdong Provincial Economic and Information Technology Commission told the Southern Reporter. According to reports, in January-February, the energy consumption per 10,000 tons of key energy-consuming enterprises in Guangdong Province decreased by 5.25%, and the energy consumption per unit of the six high-energy-consuming industries fell by 4.87%. The main energy consumption indicators are better. In the first quarter, the province's G DP energy consumption will continue to decline.
The relevant person in charge of the committee said that it is expected that the power supply situation in Guangdong will be very severe in the second quarter. The maximum power gap is about 4 million kilowatts. If the peak of the two-line line cannot be put into operation before the peak, the power supply gap will be expanded to 6.5 million kilowatts.
Wu Yuguang, director of the Energy and Energy Division of the Guangdong Provincial Economic and Information Technology Commission, said that although the electricity is tight, residents will have to use electricity, and the normal production of some high-tech and low-energy enterprises will not be affected. Guangdong will focus on the eight major industries of steel, cement, electrolytic aluminum, ferroalloy, calcium carbide, caustic soda, yellow phosphorus, zinc smelting, and high-energy-consuming enterprises such as ceramics, bleaching and dyeing, and other overcapacity enterprises. Use electricity.
Wang Tao (blog), chief economist of UBS China, believes that the key reason for the current power shortage is that coal prices are rising. Due to concerns about inflation, this year the government once again tried to lower the contract price of coal and delayed the price of electricity. Adjustment. "Price interventions have undoubtedly caused coal companies to reduce the contract's compliance rate; the power of power plants to continue to generate electricity in the event of losses has also weakened. At present, the overall utilization rate of thermal power units in the country is still low." Wang Tao said.
Dr. Xu Liang, a researcher from Guangdong Provincial Key Laboratory of Power Energy Conservation and New Energy Technology, analyzed the Southern Reporter’s report. To solve the “electricity shortageâ€, on the one hand, it is necessary to increase the price of contract coal and allow the price of electricity to be raised. On the other hand, it is necessary to change the main dependence of power supply. The current situation of thermal power, the current nuclear power industry development plan has not yet been clarified, and hydropower and wind power should be actively developed. But for the upcoming seasonal peak of electricity consumption, these two measures may not be able to save the fire.
"It is recommended that the government should allow for increased contract coal prices and subsidies for loss-making thermal power enterprises; limit electricity to high-energy-consuming industries, or shut down some small, backward production capacity; increase the on-grid tariffs of provinces with severe losses in thermal power enterprises; The price of electricity used in the energy-consuming industry." Wang Tao said. She believes that if the CPI inflation rate drops significantly in the second half of the year, the possibility of coal price and electricity price adjustment will increase.
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