Recently, many places across the country have been affected by persistent high temperature weather, and the electricity load continues to rise. Among them, high temperatures and droughts in Sichuan, Chongqing and other regions have led to insufficient hydropower generation. In addition, local residents' electricity consumption has reached the limit. Therefore, Sichuan and Chongqing and other regions have decided to adopt methods such as suspending the production of industrial power companies or off-peak power consumption to cope with high temperature challenges. Many ceramic companies were forced to suspend production across the board.
Facing uncertain situations such as power rationing and production shutdowns, the construction of photovoltaic power stations by ceramic enterprises may become the best solution to solve the problem of production electricity consumption.
The Sichuan and Chongqing regions are trapped in an "electricity shortage"< /p>
Over 180 ceramic production lines have been discontinued
According to recent monitoring and evaluation by the National Climate Center, as of August 22, this high temperature event has lasted for 71 days, the longest duration since 1961 (exceeding 62 days in 2013). Among them, most of Jiangxi, most of Hunan, eastern Sichuan, Chongqing and other places exceeded 30 days. So far, provinces such as Sichuan and Chongqing have issued "power rationing notices", while more than 28 provinces and cities including Shanghai, Guangdong, and Yunnan have issued notices on orderly use of electricity.
On August 6, the Zhejiang Provincial Development and Reform Commission issued the "Letter on Agreeing to Start C-Class Orderly Use of Electricity". The document stated: Zhejiang Province will start C-class 12.5 million kilowatts based on the actual situation of the electricity gap on August 8. Measures for orderly use of electricity will be adjusted according to the situation on August 9.
On August 9, the Development and Reform Commission of Hefei City, Anhui Province and the State Grid Hefei Power Supply Company issued the "Proposal to the City's Electric Power Users to Save Electricity", saying that the city's electricity supply and demand situation is tense this summer, and advocating industrial enterprises to avoid mistakes through planned maintenance and other methods. Provide electricity during peak hours and proactively support alleviation of power supply pressure during peak hours. At the same time, avoid empty-load operation of equipment, use high-energy-consuming equipment in an orderly manner, reduce non-production and non-essential electricity consumption, and try to use electricity for production links.
On August 12, Nanjing City, Jiangsu Province issued an electricity-saving initiative, requiring government agencies and institutions to take the lead in saving electricity, industrial enterprises to strictly use electricity in a scientific way, strengthen the rational use of electricity in public places, and promote energy-saving use in family life.
On August 14, the Sichuan Provincial Department of Economy and Information Technology and the State Grid Sichuan Electric Power Company jointly issued the document "Emergency Notice on Expanding the Implementation Scope of Industrial Enterprises' Allowing Electricity to the People" (hereinafter referred to as the "TongKnow"). The "Notice" proposed that after research and decision, starting from August 15, 19 cities (prefectures) in the province (except Panzhihua and Liangshan) will expand the implementation scope of industrial enterprises to provide electricity to the people. All industrial power users (including whitelist key protection enterprises) will implement a complete shutdown of production (except for security loads) from 00:00 on August 15, 2022 to 24:00 on August 20.
However, due to the continued high temperature and drought weather, the tension between power supply and demand has further intensified. Sichuan industrial enterprises have been forced to extend the power restriction policy, and the power restriction period has been extended from the original 6 days to 11 days. However, the specific resumption time still depends on the weather and drought conditions.
In order to ensure the safe and orderly supply of electricity, Chongqing announced the launch of a first-level plan for orderly electricity consumption. On August 16, the Chongqing Municipal Economic and Information Technology Commission and the State Grid Chongqing Electric Power Company jointly issued the "Emergency Notice on Expanding the Implementation Scope of Industrial Enterprises' Allowing Electricity to the People." The "Notice" proposes that all power users included in the orderly power consumption plan must fully participate in the implementation (except for security loads), so that power can be delivered to the people. The time is from 0:00 on August 17, 2022 to 24:00 on August 24 (subsequent basis Temperature changes and supply and demand situation should be adjusted in time).
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For ceramic enterprises that are in a downturn, the impact of "power cuts" is still relatively large. Ceramics companies will be unable to operate normally within a short period of time, and their output will also decline. In Sichuan production areas alone, more than 180 construction ceramics (including ceramic tiles) production lines have stopped production, and some ceramic companies in Hunan, Hubei, Jiangxi and other production areas have also successively restricted power and production.
Will this power cut have limited impact on production?
Although the power supply in many provinces and cities is tight, many experts believe that because the causes of this round of power cuts are fundamentally different from last year, its duration, scope of influence, and impact on the production of ceramic companies will also be weaker than last year. last year.
CICC stated that this round of power cuts is a seasonal, temporary, and regional measure under extreme high temperatures and lack of rain. In previous years, when electricity consumption peaked in summer, various regions would adopt power restriction measures to give priority to ensuring residents' electricity consumption. However, recent extreme high temperatures and lack of rain have exacerbated short-term power shortages. In the future, as the temperature drops, the power supply gap in Sichuan and other places may be alleviated, and industrial enterprises affected by power cuts can make up for the early impact by rushing to work. Therefore, this round of power cuts willThe overall impact on industrial production is limited and much smaller than the same period last year.
In August and September last year, many places introduced measures to limit production and electricity, mainly due to the surge in electricity demand, high coal prices, tight supply of thermal coal, and the impact of the "dual energy consumption control" policy in many places. It can be seen from the comparison that this year's wave of power rationing is not as wide-ranging and profound as last year's. In addition, ceramic enterprises in Guangdong and Guangxi have not been affected by power cuts this year.
On August 22, Diou Home Furnishing issued an announcement stating that due to the power restriction policy, its production base located in the Jiajia Street Industrial Development Zone, Eastern New District, Chengdu, Sichuan Province, as well as the company's wholly-owned subsidiaries Chongqing Emperor Sanitary Ware Co., Ltd., Chengdu The production lines of Acrylic Sheet Industry Co., Ltd. have been affected by tight power supply, and related production lines have successively reduced their load operations as required. Other production and business entities are in normal production status. The production lines affected by power restrictions mainly produce sanitary ware products and acrylic panels. The overall output value accounts for a small proportion of the company's total output value, which means that its ceramic tile production lines have not been affected.
Some industry insiders said that although many ceramic companies and dealers have a large backlog of inventory and a short-term production suspension will not have a big impact, the power limit and production suspension may cause some ceramic companies to be unable to complete projects on time. Order.
The best choice for photovoltaic power generation or ceramic companies< /p>
In the production process of ceramic enterprises, thermal power is still an important basic power source. As a high-power-consuming industry, if the construction and ceramics industry does not increase the application of low-carbon clean energy such as photovoltaics, it may repeat last year's wave of kiln shutdowns.
In March this year, the National Development and Reform Commission issued the "14th Five-Year Plan for Modern Energy System", proposing to promote the centralized development of wind power and photovoltaic power generation in an orderly manner. Various localities have also introduced many favorable policies to vigorously develop wind power, photovoltaics and other new energy-related sectors.
Based on various factors, more and more ceramic companies are joining the ranks of deploying photovoltaic power generation. According to incomplete statistics, in 2022, 67 ceramic companies in Guangdong Province have applied for photovoltaic power generation projects that have been approved for registration, with a total investment of 1.9215389 million yuan.
Some industry insiders said that many ceramic companies have successively built rooftop photovoltaics, which can be used by themselves and make up for part of the shortage of power grid supply. In late June, the photovoltaic modules of the Xinduo Ceramic Rooftop Photovoltaic Project in Teng County, Wuzhou City were combined.The success of the network indicates that Guangxi’s largest building-integrated photovoltaic (BIPV) demonstration project is about to be fully operational. It is understood that the Teng County Xinduo Ceramic Rooftop Photovoltaic Project has a total installed capacity of 20.5 MW. It is the largest building integrated photovoltaic (BIPV) demonstration project in Guangxi. The project investment is 80 million yuan and can be used continuously for 25 years. The project adopts the model of "spontaneous self-use and grid-connected surplus power", using the idle production workshops and warehouse roofs of the factory to build distributed photovoltaic power generation. After grid-connected operation, the annual power generation can reach 18.8 million kilowatt hours, and can save 5,922 tons of standard coal every year. , which can reduce carbon dioxide emissions by more than 10,000 tons per year.
Using rooftops to build distributed photovoltaic power generation can not only provide clean photovoltaic power to ceramic companies, but can also bring certain economic effects to them through grid connection. Keda Manufacturing's 1MW distributed photovoltaic project in Foshan Xianyong factory has a cumulative power generation of 1.1 million kilowatt-hours, of which 950,000 kilowatt-hours are used by the company for its own use and 150,000 kilowatt-hours are returned to the grid. The monthly consumption rate is as high as 94.39%, and the electricity fee discount reaches 111,300 yuan. According to the distribution Calculated based on the 25-year average profit period of the photovoltaic power station, the total power generation in 25 years is about 25 million kilowatt-hours, which is expected to save a total of 2.6 million yuan in electricity bills. The energy saving and consumption reduction and economic benefits are significant.
In fact, domestic leading ceramic companies have already seized this opportunity. Marco Polo, Dongpeng, New Pearl, Mona Lisa, Shuncheng, etc. have all cooperated with photovoltaic power generation construction companies, laying out plans for self-use, Photovoltaic power generation projects that feed surplus electricity to the grid.
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Ceramic enterprises are subject to the power supply of the grid, especially in the process of "carbon peaking and carbon neutrality", this development resistance becomes even greater. Building rooftop photovoltaics has become a solution for ceramic companies, which not only helps reduce energy consumption, but also contributes to the transformation to carbon neutrality. The most important thing is that ceramic enterprises can produce normally during the period of power and production restrictions, reducing factors that are not conducive to their own development.
