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[¿Serumoreaquela”restriccióndeenergía”enmuchoslugaresafectaráaGuangdong?Ningunaproduccióndefábricadereducciónagranescalacomodecostumbre!】RecientementeHunanZhejiangyotroslugareshanemitidosucesivamenteavisosde”usoordenadodelaelectricidad”yhanreaparecidolos”apagonesencendidos”quenoseveíanenmuchosañosSinembargosegúnlasituaciónqueelperiodistahaaprendidodemuchasfuentesGuangdongcomounaimportanteprovinciaeconómicadeChinayespecialmenteeldeltadelríoPearlqueesunimportantecentroeconómicodelaprovincianohavistomedidasderacionamientodeenergíaagranescalaylaproducciónyelfuncionamientodelasempresasnosehanvistoafectadasporfactoresrelacionados(Reddetiemposdevalores)[¿Serumoreaquela”restriccióndeenergía”enmuchoslugaresafectaráaGuangdong?¡Ningunaproduccióndefábricadereducciónagranescalacomodecostumbre!】RecientementeHunanZhejiangyotroslugareshanemitidosucesivamenteavisosde”usoordenadodelaelectricidad”yhanreaparecidolos”apagonesencendidos”quenoseveíanenmuchosañosSinembargosegúnlasituaciónqueelperiodistahaaprendidodemuchasfuentesGuangdongcomounaimportanteprovinciaeconómicadeChinayespecialmenteeldeltadelríoPearlqueesunimportantecentroeconómicodelaprovincianohavistomedidasderacionamientodeenergíaagranescalaylaproducciónyelfuncionamientodelasempresasnosehanvistoafectadasporfactoresrelacionados(Reddetiemposdevalores)
This winter, not only the new corona pneumonia epidemic, but also the “energy restriction” is frustrating.
Recently, Hunan, Zhejiang and elsewhere have successively issued “orderly use of electricity” notices, and “electricity restriction” has reappeared that had not been seen in many years.
However, according to the situation that the reporter has learned from many sources, Guangdong, as an important economic province of China, and especially the Pearl River Delta region, which is the economic center of the province, has not seen extensive measures of energy rationing.companyProduction and operationIt is not affected by related factors.
1. There is no large-scale energy rationing enterprise production in GuangdongOperatingUnaffected
South Power Grid Guangdong Power Gridthe companyThe published data shows that Guangdong’s electricity consumption has experienced anti-seasonal growth. In November, Guangdong’s unified adjustment load set a record for the same period in history, reaching 103.4 million kilowatts, an increase of 14.69% from the highest load in the same period last year. betweenindustryObviously, electricity consumption is driving, and industrial electricity consumption in Guangdong province has turned positive from January to November.
While electricity consumption is high, Guangdong, especially in the Pearl River Delta, which is a major economic center in Guangdong, has not seen large-scale electricity reduction measures, and the production and operation of enterprises they have been stable, and no companies have found that they have reduced their operating rates for related reasons.
Foshan City, Guangdong Province is one of the major cities in the Pearl River Delta, where household appliances, ceramics, metal materials and products, etc. are processed.industryMore developed, some industries consume more electricity Large stainless steel in FoshanfactoryThe official told the Securities Times reporter that there have been no power outages so far this year. “In recent years, there have been requests to avoid peak and off-peak power consumption, but if we prepare in advance, the impact will be small and there has not been a similar situation in recent years.”
Shenzhen Baoan and Longgang are alsomanufacturingIn places where there is a relatively high concentration, according to the situation that the reporter has learned from many sources, there are no large-scale electricity rationing measures, and most companies are starting to work normally and are not worried about outages. of energy.
One hundred doorsIndustrial AreaLocated in Longgang District, Shenzhen Park Property ReporterjobsThe staff learned that there are many small and medium-sized manufacturing companies in the industrial zone, but recently there have been no power outages in the park. Production and operation are normal. If there is a daily electricity limit, it will generally be notified half a month in advance.
Xiao Ma (pseudonym), an employee who works at a factory in Bao’an District, Shenzhen, told reporters that the company where he works does not consume small amounts of electricity.OvertimeIn the end, the industrial zone where it was located had not had a recent power outage.
Staff or employees from many other industrial zones in Shenzhen that the reporter has learned also said that there have been no power outages or power outages at the factories or industrial parks where they are located recently.
At the same time, recently Hunan, Zhejiang and other southern regions reported that power supply and demand were in short supply and electricity reduction measures were taken.
Data shows that Hunan and Jiangxi electricity demand is growing rapidly, ranking first in the country.Hunan electricity generation and reception in early DecemberYear with yearWith a 19.8% increase, the highest electricity load so far is 31.44 million kilowatts, which is 1.63 million kilowatts more than the previous winter’s all-time high; Jiangxi electricity generation and reception in early December increased 18.4% year-on-year. The maximum power load is 520,000 kilowatts more, a record. Zhejiang’s electricity generation and reception at the beginning of December increased 9.2% year-on-year, ranking among the top of the eastern provinces.
In addition to these southern provinces and cities, the electricity load of some northern provinces and cities also continues to increase.
According to the “Beijing Daily”, since December 13 this year, the low temperature and cold in Beijing have continued, and the load on the network has continued to increase. On the 14th and 15th, it broke the all-time winter record for network load twice and hit a new high.
In response to the difficult power supply problem in some areas on December 17, the National Development and Reform Commission stated that industrial production has increased rapidly.ChangheThe superposition of low temperature and cold current has led to faster than expected growth in energy demand. So far, the power supply has been stable and orderly, and the residents’ electricity consumption has not been affected. The National Development and Reform Commission, in conjunction with relevant departments and companies, has taken steps to effectively guarantee energy demand and ensure that energy supply is generally stable and orderly.
The National Energy Administration also declared on the same day that it will take four measures to guarantee energy supply.
One is to urge electricity grid companies to optimize their operating methods and strengthen the operation and maintenance of energy transmission and transformation equipment.administrationTake advantage of the power transmission potential of interprovincial and interregional connecting lines, take full advantage of the role of the large power grid platform, and improve interprovincial resource allocation capacity.
The second is to urge power generating companies to implement the responsibility of ensuring supply to people, strengthening the operation and maintenance of the units, ensuring the stable generation and supply of the units and avoiding power outages caused for the temporary shutdown of important equipment.
The third is to deploy the secure and stable supply of coal and ensure a stable supply of coal this winter and next spring.
The fourth is to boost power in various regions.SupervisorThe department implements emergency plans, prepares to prevent and respond to disasters caused by low-temperature rain, snow, and frost, and guides power companies to prepare for emergency repairs to minimize the impact of natural disasters on the operation of the electrical system. At the same time, closely monitor the energy supply and demand situation, consolidate the main responsibilities of local governments and coordinate all relevant localities and departments to guarantee energy supply.
2. The reasons for the lack of electricity are different. Coal stocks collectivelyBiggo up
As for the reasons for multiple power outages,marketThere are different views, one view is cold winter. In recent days, the temperature has dropped sharply in many parts of the south, greatly increasing the demand for electricity.
However, the market tends to point the finger at thermal coal that has recently exploded for thermal power generation.price。
The data shows that the Bohai Rim Thermal Coal Price Index (BSPI) has shown a continuous upward trend in recent months, increasing rapidly.
The National Coal Industry Network of the China Coal Industry Association reported that the China Coal Industry Association and the China Coal Marketing and Transportation Association jointly issued a proposal to encourage companies to welcomeKurtosisDuring the winter, work is being done to “guarantee security, ensure supply and stabilize prices.” The proposal stated that on a large scalefuel businessIt is necessary to take full advantage of the main role of stabilizing the market, preventing coal prices from rising and falling and stabilizing coal prices within a reasonable range.memberUnits “sign early, sign multiple, sign real, sign longcontract”。
Regarding recent coal prices, the point of view of the Ping An Securities investigation is that coal pricesshort termDriven by fundamentals, coal supply is tight and prices are now booming. However, imported coal is expected to gradually arrive in Hong Kong after January, partially relieving pressure on coal supply in coastal areas. With a rebound, coal prices are expected to gradually return to a reasonable level.
Affected by related news, the A-share coal sector has risen continuously recently. On December 18, the two markets led the increase. The general profit of the sector exceeded 5%. Many coal stocks increased at a daily limit. At the same time, the performance of energy stocks was relatively flat and the overall increase was insufficient 1%.
(Source: Securities Times Net)
(Editor in charge: DF537)
I solemnly declare: The purpose of this information is to spread more information, and it has nothing to do with this booth.
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