The electricity consumption data of the whole society was announced on the 14th. At the same time as the growth rate of electricity consumption in the whole society has accelerated, there have been different levels of power cuts in various places. The industry judged that the sharp rebound of high-energy-consuming industries is the main reason for the increase in power consumption and power cuts. Many experts believe that the structural adjustment will be the main direction of regulation in the second half of the year. Since the phenomenon of power shortage caused the power cut to enter the summer, the power consumption data showed a trend of increasing growth rate. In June, the total electricity consumption of the whole society was 396.5 billion kWh, a year-on-year increase of 13.0%. From January to June, the total electricity consumption of the whole society was 225.1 billion kWh, a year-on-year increase of 12.2%. According to the classification, the electricity consumption of the primary industry increased by 5.9% by 47.5 billion kWh; the secondary industry by 16.961 billion kWh, an increase of 11.9%; the tertiary industry of 238.4 billion kWh, an increase of 15.3%; the living of urban and rural residents was 269.6 billion kWh, Growth of 12.5%. It is worth noting that in June, heavy industry electricity consumption was 250.2 billion kWh, up 13.4% year-on-year. In May, heavy industry electricity consumption was 247.7 billion kWh, up 10.74% year-on-year. Some experts pointed out that electricity consumption in the whole society is 6 The accelerated growth of electricity consumption in the above-mentioned heavy industries is the direct cause of the accelerated growth of electricity consumption in the whole society. After the power shortage that occurred in April was stopped for a while, the recent tightening of power in the Yangtze River Delta and Central China. According to news from Zhejiang Electric Power Company, Shanghai Electric Power Company and Jiangsu Electric Power Company, the Yangtze River Delta region may face a new round of power cuts. According to data from the State Grid Zhejiang Electric Power Company, on July 4, the provincial call power load reached 46.158 million kilowatts, which was nearly 4.5 million kilowatts higher than the previous day. The power supply and demand situation has tightened again. The province's Orderly Electricity Working Coordination Group decided to start an orderly power-use A-level program from July 5, with a peak of 1 million kilowatts. The power load of Shanghai Power Grid also hit a new high since the summer on the 4th, reaching 24.129 million kilowatts. In order to ensure the normal use of electricity by residents in the city, the Shanghai Electric Power Company began to impose power-limiting measures on some industrial users on the morning of the 4th. This is the first time the city has imposed power cuts since this summer. According to the information provided by Jiangsu Power, on July 2, Xuzhou Power Grid, Netcom, and Enterprise Loads all reached record highs. In addition to the East China region, electricity consumption in some areas in the central region also hit the peak in summer. According to news from the State Grid website, the electricity consumption of Zhuzhou and Yiyang in Hunan has reached the maximum since the summer. Among them, on July 4, the power load of Yiyang Power Grid reached a record high of 8,903,100 kilowatts. The daily electricity consumption of Zhuzhou in Hunan also reached a peak of 1.51 million kilowatts. Hunan Electric Power Company has issued a notice of power cuts recently, and the province will limit electricity by 1 million kilowatts. In the face of tight electricity consumption, Zhuzhou Electric Power Bureau issued a power-limiting notice to some high-energy, high-emission, low-output enterprises on the 5th. Beijing has also been reported to face power shortages that require power cuts. According to the Beijing Electric Power Company, it is estimated that the maximum load of the power grid will reach 19 million kilowatts this summer. If the external power supply capacity is insufficient or the extreme weather is bad, the Beijing power grid faces a power supply gap and needs to cut the power limit, which will give priority to ensuring residential electricity consumption. In the past years, during the peak summer season, the power supply will be tight, and the low-season electricity shortage that occurred in April this year has not been expected. A senior power system person reminded that it is not possible to rule out the possibility that the power shortage will continue after July and August. "Because the systemic and deep-seated problems of many power shortages have not been resolved, it is not possible to eliminate one or two electricity prices." Mainly due to the rapid growth of high-energy-consuming industries “The recovery of high-energy-consuming industries is one of the important reasons for the recent increase in electricity consumption and power shortages.†Zhang Zi, assistant to the president of North China Electric Power University, told the Economic Information Daily. The National Energy Administration recently warned that the six major industries such as electricity, steel, building materials, nonferrous metals, chemicals and petrochemicals used a total of 887.3 billion kWh of electricity in the first five months, accounting for 48% of the total electricity consumption of the whole society; 5%, the contribution rate to the growth of electricity consumption in the whole society is as high as 42.7%. The Energy Bureau gave detailed data showing that of the 12 percentage points of the country's electricity demand growth in the first five months, 5.1 percentage points were driven by six high-energy-consuming industries: 1.3, 1.5, 1.2, 0.5, 0.5 and 0.1 respectively. Percentage points. "The six high-energy-consuming industries are still the main driving force for the growth of electricity consumption in the whole society," said the person in charge of the Energy Bureau. Earlier, Xu Yongsheng, the director of the Energy Bureau of the Energy Bureau, informed the media about the tight supply and demand of electricity. He believed that the rapid growth of demand for electricity by the rapid growth of high-energy-consuming industries was also the main reason for the power shortage this year. In the view of Hu Zhaoguang, vice president of the State Grid Energy Research Institute, the economy continued to improve in the first half of the year, and demand for electricity was strong. “In particular, the energy consumption of high-energy-consuming industries, which was suppressed by energy-saving and emission reduction policies at the end of last year, resumed growth, which was the first half of the year. One of the main reasons for the shortage of electricity consumption.†In June, the country increased the production enthusiasm of power generation companies by raising the sales price, and suppressed the high-energy-consuming industries to a certain extent. In addition, there are also more tough means for specific industries. Recently, the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Supervision, the Ministry of Environmental Protection, the Ministry of Land and Resources, the People's Bank of China, the China Banking Regulatory Commission, the Electricity Regulatory Commission, the Energy Bureau and the China Nonferrous Metals Association and other nine ministries formed a joint inspection team to 23 out of 10 provinces (districts). The construction of the electrolytic aluminum project was carried out on-site inspection. The Ministry of Industry and Information Technology said that it is determined to stop the proposed electrolytic aluminum project to curb the blind expansion of electrolytic aluminum production capacity. The industry generally predicts that as the GDP growth rate of many provinces will maintain double-digit growth in the second half of the year, coupled with new projects, the power demand side will still face greater pressure in the second half of the year. In an interview with the Economic Information Daily, a number of experts said that the pace of the central government and local governments is not exactly the same. Driven by local interests, some localities are still giving policy to some high-energy-consuming industries when they are attracting investment. The benefits and support of the high-energy projects are not reduced. Countermeasures to promote structural adjustment by price means The Economic Information Daily reporter learned in the interview that the state's regulation of high-energy-consuming industries will be strengthened in the second half of the year, with structural adjustment to reduce excessively fast electricity demand and environmental pollution. The most effective and feasible method may be reflected in price means and administrative means. A number of industry experts have expressed a great understanding of the issue of raising the price of terminal sales. "Upgrading electricity prices has shifted the high losses caused by the collapse of coal power prices by power companies to a certain extent, but the original intention of the state is not to alleviate the losses of power companies. It is better to suppress the rapid growth of high-energy-consuming enterprises with high prices.†In the case of non-ferrous industries, the output of ten non-ferrous metals in 2010 was 22 million tons, accounting for 73.33%. The demand for electricity in the whole industry of non-ferrous metals is about 400 billion kWh, and the sales price in 15 provinces is raised by 1.67 cents on average. It is estimated that the annual cost of the whole industry will increase by about 5 billion yuan. In 2010, the profit of the whole industry was about 140 billion, and the proportion of this increase in cost to profit was 3.57%. According to industry estimates, the industry's cost is increased by half in electrolytic aluminum. In 2010, the output of electrolytic aluminum was 15.65 million tons. From January to April of 2011, it was 5.51 million tons. It is estimated that the annual output will exceed 16 million tons, the power consumption will be roughly 224 billion degrees, and the increase in electricity prices will increase the cost by 2.8 billion yuan. The upward adjustment can roughly engulf the quarterly profit of the electrolytic aluminum industry. The effect of price adjustment is immediate. Henan Nonferrous Metals Industry Association recently said that under the influence of the increase in electricity prices, many electrolytic aluminum enterprises in the province suffered serious losses. The reporter learned that many private electrolytic aluminum enterprises are facing the suspension of production or the westward movement of the industry. Some analysts believe that the possibility of rising oil prices, natural gas prices, and water prices in the second half of the year is very high. Raising resources and energy prices is conducive to curbing high-energy-consuming industries, realizing industrial restructuring and upgrading, and contributing to the transformation of China's economic development mode. Environmental protection, legal means and necessary administrative means are also considered to be measures to demonstrate the strength of the government's restructuring. A number of experts told reporters that in order to effectively control the excessive growth of high-energy-consumption and high-pollution industries, it is necessary to strictly control the two gates of land and credit to improve the access threshold for energy-saving and environmental protection markets. Strictly implement the energy conservation assessment review, environmental impact assessment system and project approval procedures for new projects, and establish corresponding project approval accountability. Experts also suggested that policies to limit the export of high-energy and high-pollution products must be implemented. Continue to use measures such as adjusting export tax rebates, increasing export tariffs, reducing export quotas, and including some products in the prohibited categories of processing trade, and controlling the export of high-energy-consumption and high-pollution products.
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