After the "double control of energy consumption" power limit production, how big is the impact of the chemical fiber textile industry?

For the downstream weaving end, it will seriously affect the subsequent supply of raw materials, for the response speed of demand, the time of short supply will be extended, the chemical impact of this wave of energy consumption dual control, at present, it is just beginning, for some areas with relatively fast growth, especially with the new energy demand related fields, it is possible that the upstream high energy consumption industry will become a continuous supply bottleneck.

In 2017 and 2018, due to the tightening of environmental assessment and safety assessment, with the discharge of sewage, solid waste, waste gas and other emissions per unit of output value as the core indicator, small scattered pollution enterprises have been shut down in a large area, many of which are concentrated in the fine chemical industry, including a batch of fine chemical industries such as dyes at that time, there was a relatively large boom market. And the effect continues to this day.

Energy consumption double control will affect the operating rate of many industries in the short and medium term, while in the medium and long term will limit the expansion of a number of energy-consuming industries, restrict the current supply, making the energy-consuming industry gradually become a license industry, so the industry analysis, this large-scale limit production or will once again build momentum for price increases.

04 Order delay, increase the price, printing and dyeing industry to become the vanguard of price increases

Although the peak of electricity consumption in previous years has also been the situation of power rationing, but "open two stop five", "limit production 90%", "thousands of enterprises stop limited production" are unprecedented, if the long term electricity, production capacity is certainly not up to demand, can only further reduce orders, making the demand side supply more tight.

Now the traditional peak season of gold nine silver ten this supply is very scarce, superimposed double control of energy consumption will lead to a reduction in the supply of high-energy products, and as the middle link of the entire textile industry chain printing and dyeing factory is in an awkward position, in the context of the three traditional energy "water, electricity, gas" continued to rise in price, at the same time by dyes, additives, large chemicals and other types of chemical prices. This makes textile and printing and dyeing enterprises face huge operating pressure, and the situation is more severe.

05 State control

1. Is there a "deviation" phenomenon in large-scale power rationing and production reduction?

In the face of the inevitable new round of raw material shock, electricity gap and possible "deviation" phenomenon, the state has also done some measures to ensure the supply of stable prices.

2. The National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) jointly carried out supervision of energy supply and price stabilization

The supervision work is mainly on-site supervision, focusing on the implementation of policies on increasing coal production and supply in relevant provinces, regions and enterprises, the verification and release of advanced production capacity, the completion of procedures for the construction and operation of relevant projects, the implementation of full coverage of medium and long-term contracts for coal for power generation and heating, the performance of medium and long-term contracts, and the implementation of pricing policies for coal production, transportation, trading and sales. Implementation of the market-based pricing mechanism of "benchmark price + fluctuation" for coal-fired power generation.

In view of the difficulties and problems encountered by enterprises in the release of advanced production capacity, the supervision work will go deep into enterprises and relevant departments, promote the implementation of the requirements of the "discharge service", help enterprises coordinate to solve the outstanding problems affecting the release of production capacity, and strive to increase the supply of coal and ensure the demand for coal for production and life of the people by taking measures such as parallel handling of relevant procedures.

3. National Development and Reform Commission: The Northeast heating coal will be 100% of the implementation of long-term contract prices

The National Development and Reform Commission organized relevant provincial and regional economic operation departments, major coal production enterprises in the Northeast region, guaranteed supply coal mines and key power generation and heating enterprises in the Northeast region to focus on the signing of medium and long-term contracts for coal in the heating season, increasing the proportion of medium and long-term contracts for power generation and heating enterprises to 100%.

In addition, in order to effectively ensure the implementation and effectiveness of a series of measures issued by the State to maintain energy supply and stabilize prices, recently, the National Development and Reform Commission and the National Energy Administration jointly sent a supervision team to focus on the implementation of the policy of increasing coal production and increasing supply, nuclear increase and release of advanced production capacity, and project construction and operation procedures. And the implementation of price policies in all aspects of coal production, transportation, trading and sales, and strive to increase coal supply and ensure the demand for coal for production and life of the people.