The Blind Development Of "Two High" Projects Was Curbed In Many Places, And The Production Of Textile, Steel And Chemical Industries Was Reduced, And The Price Of Rebar Increased By More Than 10% In The Month

Under the influence of double control measures, steel, textile, chemical and other industries are inevitably affected.

Under the influence of multiple factors, such as dual control of energy consumption and stricter environmental supervision, textile, steel, chemical and other industries are facing a substantial reduction in production, so as to promote raw materials to enter the rising channel again. Taking the steel industry as an example, the latest price of screw thread steel on September 27 was 5758.89 yuan / ton, up 12.99% in the last 30 days.

Since this year, there are still some problems in some areas, such as blind expansion of "two high-tech" projects and rising energy consumption instead of falling. Top energy consumption double control tight hoop, from the central government to the provinces and cities have increased the relevant measures.

On September 27, the Ministry of ecology and environment announced a number of typical cases of the fourth batch of central eco-environmental protection supervision in the second round, including many cases involving illegal use of energy, or poor control of high energy consumption and high emission projects. In addition, the 21st century economic report reporters found that in recent years, Guangdong, Yunnan, Jiangsu, Inner Mongolia and other provinces have also issued relevant policies to curb the blind development of "two high-tech" projects.

Lin Boqiang, President of China Energy Policy Research Institute of Xiamen University, said that China's high energy consumption industry has a large production capacity. In order to achieve the goal of dual control, in the short term, it is necessary to control the high energy consumption industry; In the long run, we should vigorously develop high-tech and light energy consumption industries, and accelerate the adjustment of energy consumption structure, so as to lay a solid foundation for the realization of carbon peak and carbon neutralization targets.

Multiple provinces to curb the blind development of "two high tech" projects

In the face of the severe situation of energy conservation and emission reduction, since September, more and more places across the country have stepped up energy consumption double control measures to curb the development of "two high" projects.

Recently, the Guangdong Provincial Development and Reform Commission has issued the implementation plan of Guangdong Province to resolutely curb the blind development of the "two high-tech" projects. Guangdong will take strong measures to strictly implement the requirements of energy consumption double control and carbon emission control, and resolutely curb the blind development of "two high" projects that do not conform to industrial policies and do not implement energy consumption indicators, We will promote the economic and social development of the whole province, and make a comprehensive green and low-carbon transformation.

The Guangdong Provincial Energy Bureau previously requested that the energy-saving review of "two high-tech" projects be suspended in 2021 (except for major projects planned by the state). We will take effective measures to quickly reverse the passive situation of work, and ensure the completion of the goal of dual control of energy consumption this year, especially the goal of reducing energy consumption intensity.

On September 7, Jiangsu, the second largest economic province, launched a special energy-saving supervision action for enterprises with an annual comprehensive energy consumption of more than 50000 tons in 2021. The scope of the special energy-saving supervision covers 323 enterprises with annual comprehensive energy consumption of more than 50000 tons of standard coal, and 29 "two high" projects with comprehensive energy consumption of more than 50000 tons of standard coal. Since 2020, the comprehensive energy consumption of more than 5000 tons of standard coal has been put into operation Project.

On September 11, Yunnan development and Reform Commission issued the notice of Yunnan provincial energy conservation leading group office on firmly doing a good job in energy consumption dual control, Resolutely Curbing the blind development of "two high" projects, and strengthening control over key industries such as steel, cement, yellow phosphorus, green aluminum, industrial silicon and coal.

Yunnan Province requires that, focusing on petrochemical, chemical, coal chemical, steel, coking, building materials, nonferrous metals and other industries, establish a "two high" project list management system, eliminate a number of low efficiency and backward production capacity, actively guide enterprises to promote green and low-carbon production, effectively promote industrial transformation and upgrading, and improve the quality and efficiency of development.

According to the relevant person in charge of Zhejiang Provincial Energy Bureau, in the first half of this year, the economic recovery of the whole province was good, but the energy consumption growth rate was fast and the increment was large. In particular, the power consumption growth rate of the eight high energy consuming industries reached more than 20%. The excessive growth of energy consumption and the change of energy consumption structure have brought very severe challenges to the security of energy resources and the dual control of energy consumption in the whole province. In the next step, Zhejiang Province will take the initiative in strengthening the "two high" management, improving the access standards, adjusting the industrial structure, and implementing the green electricity price.

Lin Boqiang told the 21st century economic reporter that "only by curbing the blind development of the" two high-tech "projects from the source, can we lay a solid foundation for the realization of the goals and tasks of energy consumption double control, carbon peaking and carbon neutralization. In the short term, the measures of dual control of energy consumption introduced by various regions are also helpless

Textile, steel and other industries cut production sharply

Under the influence of increasingly strict dual control measures, steel, textile, chemical and other industries are inevitably affected, and some industries have reduced production.

Yunnan Province is one of the most resource-based provinces in China. The yellow phosphorus production capacity accounts for more than 40% of the country, and the silicon production capacity accounts for 20% of the country. According to the notice issued by Yunnan Province, the average monthly output of the yellow phosphorus production line from September to December should not exceed 10% of the output in August (i.e. 90% of the output will be reduced); The average monthly output of industrial silicon enterprises shall not exceed 10% of the output in August (i.e. reduce the output by 90%). Based on this calculation, the national monthly output will fall to below 190000 tons / month.

In the printing and dyeing industry, Zhejiang and Jiangsu are the main gathering areas of printing and dyeing enterprises in China. Keqiao District of Shaoxing City is an important textile printing and dyeing town in China. The total sales volume of light and textile products accounts for 1 / 3 of the whole country. Ma'an street, Keqiao District, Shaoxing City, issued a stop production notice to high energy consuming enterprises in its jurisdiction on September 21. The duration lasted from that evening to September 30. The printing and dyeing and chemical fiber enterprises were the main enterprises. Among the more than 160 enterprises affected, Ma'an Street accounted for about 80%.

He Wensheng runs a cloth shop in Keqiao district. During this period, his orders were greatly affected because of the shutdown of printing and dyeing enterprises. He Wensheng told the 21st century economic reporter, "the second half of the year is usually the peak sales season, and the" double 11 "and other e-commerce festivals are approaching. Now the upstream enterprises have stopped production due to power restriction, and customers have been urging us for goods. We can't help it. Now the whole industry is like this."

Recently, all steel mills in Yunnan Province have received the "double control" index of energy consumption. According to the energy consumption situation of enterprises from January to August and the energy consumption situation of various states and cities, the requirements of production control of each steel plant are different, but the overall impact on the output is large. In particular, the energy consumption of some states and cities is still high, and the local government has even adopted the requirement of comprehensive shutdown.

The reporter of the 21st century economic report learned that the production reduction of steel mills in Yunnan Province will be concentrated from September 15 to September 30, and the output of seven major construction steel production enterprises in the province are required to continue to reduce. It is estimated that in the period of concentrated production reduction, the overall output of construction steel in Yunnan Province will be reduced by 450000-500000 tons compared with the normal level.

Affected by the dual control of energy consumption, Jiangsu steel mills have recently received production reduction indicators, and have begun to gradually implement the production reduction. At present, the impact on the output is mainly concentrated in September 10 to October 15, and the output of construction steel, plate coil, high-quality steel and other varieties have different degrees of impact.

Tangshan, an important iron and steel town, also requires that 19 iron and steel enterprises continue to implement the total emission reduction by 30%, among which the three steel enterprises that fail to complete the annual governance tasks on schedule will be subject to 10% stricter emission reduction measures.

The price of raw materials rose further

Since the beginning of this year, the rise in commodity prices has attracted attention. Under the background of large-scale production reduction of high energy consuming industries such as steel, chemical industry and textile, the price of raw materials will inevitably enter the rising channel again.

Taking the rebar market as an example, on September 28, the prices of rebar in Shanghai, Nanjing, Jinan, Fuzhou, Wuhan, Beijing, Shenyang, Chongqing, Lanzhou and other markets generally rose by 10-100 yuan / ton.

Industry insiders analyze that the impact of production restriction in many steel plants is still in fermentation, and it is expected that steel production will continue to decline. At the same time, the downstream stock actively before the festival, coupled with some speculative demand driven, the supply and demand of the steel market is still in a mismatch pattern, and the steel price will continue to run at a high level.

Textile prices also entered a new upward channel. According to the price monitoring of the business agency, in September 2021, there were 11 commodities in the list of commodity price rise and fall, including 2 commodities with an increase of more than 5%, accounting for 11.8% of the total number of commodities monitored in the plate. The top three commodities with the increase were nylon FDY (7.61%), PTA (5.81%) and nylon DTY (4.10%).

The dyestuff industry has also ushered in a new round of price rise. Zhejiang Longsheng, Haiwan Jinggong, Zhejiang Runtu and other companies have successively issued price increase letters. The price increases were all 10%, among which, Zhejiang Runtu raised the dye price again on September 16 after September 4.

He Wensheng told the 21st century economic reporter, "during this period, due to the rising price of upstream, the price of our fabric has generally increased by more than 5%, sometimes one price a day. Now we ask customers to make a new inquiry when placing an order."

Through the recent price trend of yellow phosphorus, silicone, PVC and other products, we can see that the price of chemical raw materials is also in the upward channel. Take yellow phosphorus as an example, according to the monitoring of bulk commodity data, the price of Yunnan Guizhou yellow phosphorus rose. The average price of yellow phosphorus was 30000 yuan / ton last Tuesday and 44000 yuan / ton this Tuesday. The price rose by 46.67% on the 7th. Yunnan Enterprises Limited electricity consumption, Guizhou Limited electricity production, yellow phosphorus manufacturers mainly issued early orders, spot supply is tight.

A person in charge of a chemical enterprise in Foshan said that at present, it is the peak season of demand. In the case of further imbalance between supply and demand, the price rise of chemical products will continue under the low inventory level before the end of the year.

Lin Boqiang told the 21st century economic reporter that "with the implementation of energy consumption double control measures in various regions, the reduction of production in steel, textile and chemical industries is inevitable. In the short term, the price of plateau materials and the production cost of manufacturing enterprises may be pushed. In the long run, to solve these problems, it is still necessary to speed up the adjustment of energy structure and industrial structure."