Since September, under the background of "double carbon" and tight power supply, many ceramic factories across the country have once again encountered power cuts and production suspensions. Among them, the total energy consumption of many ceramic factories in Qingxin District, Qingyuan City, Guangdong Province seriously exceeded the standard. In September, the electricity load dropped to 30%-50% of the average monthly electricity consumption in the first half of the year. Under the pressure of "dual control" of energy consumption, Qingxin District 23 production lines have been suspended and 6 production lines have limited production.
In the production areas of Guangxi, the "dual control" situation is very serious and has been listed as a "Red Level 1 Early Warning" by the National Development and Reform Commission. Since September 11, power rationing has been upgraded throughout Guangxi. Almost all production lines in Teng County are experiencing power shortages; all six ceramic companies in Cenxi City have suspended production; and Hezhou City requires that power consumption be reduced based on the average power consumption from January to June. 50% electricity consumption will actually reduce production by more than half; Guiping, Nanning and other production areas have also suffered varying degrees of power curtailment.
In addition, "Ceramic Information" has verified from various sources in the Yimen production area of Yunnan that the Yimen Ceramics Factory will suspend production for one month from September 15th to October 15th. The reason for the suspension of production is unknown. Data shows that Yimen County is the largest ceramic production area in Yunnan Province. Currently, there are 13 ceramic construction companies and 24 production lines.
Many places in Guangxi and Yunnan
Almost all ceramic factories have stopped production
“A certain small-scale ceramics factory started power cuts last month and was shut down for a month. It was shut down again just one day after production resumed.”
“As of September 13th, a large ceramics factory had only one kiln in operation, and all other processes had been suspended.”
“I heard that the electricity shortage will continue until the end of the year, and many factories are already on holiday.”
……
On September 11, many people in the ceramic industry in Teng County, Guangxi, revealed to "Ceramic Information" that the ceramic park suddenly encountered a power outage that day, and most ceramic factories could only stop production of warm kilns. By September 13, power restrictions were upgraded, and almost all production lines of all ceramic factories were unable to produce normally.
In addition, almost all production lines have been suspended in large-scale ceramic production areas such as Cenxi in Guangxi and Yimen in Yunnan, as well as many ceramic production areas in Guangdong, Guangxi and other provinces that have encountered certain scale of production suspensions.
On September 14, Mona Lisa Group issued the "Announcement on the Impact of Power Restrictions on its Holding Subsidiaries" stating: Due to tight power supply, Guangxi Zhuang Autonomous Region has recently implemented power restrictions on construction ceramics and other industries within its jurisdiction.Produce.
The announcement shows that the total power supply and consumption load of Mona Lisa's Guangxi production base has been significantly reduced. Recently, it was forced to temporarily suspend production of 6 production lines (the total daily production capacity of architectural ceramics is approximately 150,000 square meters), and the remaining 1 production line (architectural ceramics With a daily production capacity of about 25,000 square meters), it is also in a low-load and abnormal operation state and may face production suspension, resulting in a significant reduction in Guimeng Company's production efficiency. The four production lines that Guimeng Company originally planned to start construction in the second half of 2021 may face the risk of not being able to be constructed and put into production as scheduled. It is expected that the production capacity with limited production will be restored after the local power supply tension eases. The specific impact on output and profitability cannot be accurately estimated at the moment.
How to respond, the announcement also explained: In order to minimize the impact of this temporary suspension of production, Mona Lisa will arrange equipment maintenance for Guimeng Company, optimize process control, etc., rationally organize production, and minimize the impact of The adverse impact of production and power restrictions on the company.
At the same time, Mona Lisa's three production bases in Xiqiao, Foshan, Qingyuan, Guangdong, and Gao'an, Jiangxi will actively adjust production line configurations, increase resource supply, and undertake some shipment orders from Guimeng Company to ensure on-time delivery to customers. Ensure timely and comprehensive supply of orders to meet customer delivery requirements. The company will continue to communicate with the local government on relevant issues such as power supply security capabilities.
The encounter with many ceramic producing areas in Guangdong and Guangxi
Strained power supply + insufficient carbon emission indicators
"Ceramic Information" learned that the main reason for Guangxi's current power supply shortage is the large power supply gap.
On August 18, the Department of Industry and Information Technology of the Guangxi Zhuang Autonomous Region and the National Development and Reform Commission jointly issued a notice on several policies and measures to ensure the current power supply. It mentioned that since July 14, 2021, Guangxi has entered a "double power supply" The power supply situation is tense and the gap is growing.
Affected by this, the entire region of Guangxi has continued to implement peak-shifting and orderly electricity consumption. The main peak-shifting users are industrial and commercial enterprises. The notice also pointed out that if the current tight power supply situation continues until the end of the year, it will have a huge impact on the region's economy.
According to various sources in "Ceramic Information", after entering September, power restrictions suddenly escalated, which is not unrelated to the recent lack of carbon emission indicators in the ceramic industry in many places. Under the policy requirements of "carbon peaking and carbon neutrality", each province and region has formulated "dual control" goals for energy consumption.
On August 17, the National Development and Reform Commission issued "dual control&r" of energy consumption in various regions.dquo;The barometer of target completion, in which Guangxi's energy intensity reduction progress target and total energy consumption control target are both listed as a red level one warning, which means that the "double control" situation of energy consumption is very serious, and the "double red" areas have been It is required that the "dual control" work requirements should be further improved in the second half of the year and in the future.
Take Hezhou, Guangxi, as an example. Hezhou is an emerging ceramic production area in Guangxi in recent years. It currently has ceramic production companies such as Kinmen, Jinjin, Hengxi, and Chunyi. It has more than ten large-scale production lines and a daily ceramic tile production capacity of nearly 400,000 square meters.
The person in charge of a local ceramics company in Hezhou told "Ceramic Information" that starting from September, local ceramics companies have also been subject to power rationing. The specific power rationing plan is 50% of the electricity consumption from January to June. "But this does not mean cutting production in half. The Spring Festival is basically on holiday from January to February, so the average base in the first half of the year is very low. Compared with the hot situation of full-load production in the second half of the year, only 1/3 of the electricity consumption is. This has a great impact on the production of ceramic factories."
“We don’t know when exactly we will stop now, so we can only take a holiday first.” The person in charge of a ceramics factory in Guangxi said helplessly.
On September 3, the Development and Reform Bureau of Qingyuan City, Guangdong Province issued a notice on the issuance of the orderly electricity consumption plan (revised) for Qingyuan area in 2021. The notice pointed out that Qingyuan City’s GDP energy consumption intensity index rose to 10.0% in the first half of the year instead of falling, and was listed as a first-level warning. The energy-saving situation is extremely severe.
In order to ensure that the city completes the dual control target of annual energy consumption, Qingyuan divided enterprises with an annual comprehensive energy consumption of 1,000 tons of standard coal or more into two groups to formulate a ranking list of key peak-shifting enterprises. From the date of issuance of the plan, the two groups Enterprises are arranged in order and take turns to carry out continuous peak staggering for a period of one week.
It is worth noting that at the end of May this year, the ceramic industry was officially listed as a "Two High" project by national ministries and commissions. Based on this, many places across the country have comprehensively carried out inspections on the implementation of mandatory energy-saving standards in the "Two High" industry. Production units that consume more than the energy consumption limit per unit product are ordered to make corrections within a time limit; if they cannot make corrections, they will be shut down in accordance with laws and regulations. This has a great impact on the normal production of ceramic enterprises. Energy conservation and consumption reduction in the ceramic industry is urgent.
(Article reproduced from Ceramic Information)
