Recently, a rumor has brought Baotou to the public opinion. High energy-consuming enterprises in Baotou, Inner Mongolia, have been subject to power rationing for a week recently, and enterprises such as Atlas, Shangji, Meike, Jingao and Shuangliang may take turns to shut down,
according to Shanghai Nonferrous Metal Network. Sources also said that this round of power rationing did not last long and had little impact on the overall output of crystal pulling.
However, for the market, the word "power rationing" is enough to stir up nerves and make people nervous. At the same time, the outside world is still wondering: Backed by the largest energy province, Baotou's electricity is not enough?
Uncle Cheng then called the Electric Power Section of Baotou Industry and Information Bureau, the other side said that they were also concerned about the information on the Internet, "the news is not true", and there is no power limitation regulation at present.
The other side also said that there had been a short shutdown before, "for four or five days", because "the load in the western part of Baotou is relatively large, just in time for the failure shutdown of China Power Unit, (after the shutdown) there may be a little shortage of electricity", but the impact on these enterprises is not great, "now it has been restored".
According to the official statement, Baotou's power supply and demand are basically balanced at present, but as the power load continues to grow in summer, coupled with the uncertainty of new energy generation output, there may be a shortage of electricity.
As a matter of fact, Baotou has made great efforts to develop its https://www.databm. in recent years. The next step is to build a "green silicon capital of the world" and revitalize itself. It is undoubtedly a basic bottom line to ensure that enterprises can "use electricity safely".
As the largest manufacturing center in Inner Mongolia, Baotou's electricity load is mainly large industrial load. From January to May
this year, the total electricity consumption of Baotou was 39.75 billion kWh, an increase of 21. Among them, the industrial electricity consumption was 37.52 billion kWh, an increase of 22.3%, an increase of 1.
Baotou's industrial electricity consumption accounted for 94% of the total social electricity consumption.
In contrast, Ningbo, Zhejiang Province, consumed 37.39 billion kilowatt-hours of electricity from January to May this year, up 1% from the same period last year. Among them, the cumulative industrial electricity consumption was 26.57 billion kilowatt-hours. Why
is Baotou's industrial power consumption so prominent?
Baotou Municipal Bureau of Industry and Information Technology recently wrote that "in recent years, Baotou has been committed to building a" green silicon capital of the world ", many crystalline silicon photovoltaic enterprises have settled in Baotou, and the electricity load has been rising."
Baotou Power Supply Company also mentioned that "with the continuous landing of investment projects in the region and the rising temperature in summer, the electricity load in Baotou City has continued to rise recently." Behind the surge in
load is the industrial choice of resource-based cities from the "new" point of view.
According to the official statement, this "grassland steel city" which has lost and hesitated in the process of transformation and development has found "light" in the surging energy revolution-the amount of solar radiation in all parts of the city is between 5800 and 6400 X 106 joules per square meter per year, and the annual sunshine hours are between 2900 and 3300 hours. The exploitable capacity of photovoltaic resources is 30.6 million kilowatts.
Therefore, after the first polycrystalline ingot casting enterprise settled down in 2016, Baotou began to build a "green silicon capital" with the strength of the whole city, hoping to revitalize its glory.
In 2022, the contribution rate of the added value of Baotou's secondary industry to GDP growth was as high as 89%. In the regulated industry, the photovoltaic manufacturing industry grew by 114.6%, with a strong momentum, followed by the rare earth industry and equipment manufacturing industry, which grew by 77.4% and 59.3% respectively. From the product side, the output of monocrystalline silicon was 170,000 tons, an increase of 67.5%, and the output of polycrystalline silicon was 113,000 tons, an increase of 148.
This year, Baotou became the first city in China where the output value of photovoltaic industry exceeded 100 billion yuan. Local media described that "photovoltaic equipment manufacturing industry has become one of the leading industries with the fastest growth, the highest concentration, the most obvious innovation advantages, the strongest regional competitiveness and the strongest development potential in Baotou".
According to the local forecast, the production capacity of polysilicon and monocrystalline silicon in Baotou will account for more than 40% of the country and 35% of the world this year, and the output value is expected to exceed 200 billion yuan. By 2025, the output value is expected to exceed 600 billion yuan.
There is a view that high energy-consuming industries support a new economic growth point, for Baotou, if there is "power rationing", it is more like a "sweet trouble". But for enterprises, safe and secure production is always the first.
Back to the key issue that triggered the "nervousness" in the market this time, is Baotou's electricity enough? 100 million kilowatt-hours, an increase of 6% over the same period last year. Compared with the electricity consumption of the whole society in the same period, the same is true
in 2022. One side is 80.5 billion kilowatt-hours of electricity generation, the other side is 83.27 billion kilowatt-hours of electricity consumption (of which industrial electricity accounts for 94%), the gap is 27.
This means that Baotou is actually short of electricity and needs to be imported from other places.
From the perspective of power structure, thermal power is still the main force at this stage. In 2022, thermal power generation was 67 billion 40 million kwh, an increase of 0.3%, accounting for 83.28% of the total power generation. From January to May this year, thermal power increased by 3.4%, with a slight decline in the proportion, but also reached 80.
Comparatively speaking, in addition to the total proportion of new energy power generation being less than 20%, the output is not stable enough, which also affects the overall power supply. For example, wind power generation in Baotou dropped by 4.9% in 2022, while solar power generation dropped from January to May this year. 13.
Guo Yapeng, head of the Electric Power Section of Baotou Municipal Bureau of Industry and Information Technology, said in an interview with the media in mid-June that as the electricity load continues to grow in summer, coupled with the uncertainty of new energy generation output, In some peak periods of electricity consumption and abnormal weather conditions, there may be a shortage of electricity consumption.
To this end, the next step will continue to strengthen the construction of power supply capacity, focusing on ensuring the supply of electricity and coal, promoting the integration of new energy sources such as photovoltaic and wind energy, vigorously promoting the construction of energy storage projects, and continuously enhancing the power supply security capacity. At the same time, we should strengthen the safety inspection and hidden danger remediation of the power grid, and focus on making up for the shortcomings of the power grid construction to ensure the safe and stable operation of the power grid. According to
public information, Baotou Power Supply Company announced on June 21 that "in order to ensure the safe and reliable operation of power supply equipment", it will carry out power outage maintenance from June 26 to July 2, which was once speculated to be related to the "power rationing" of network transmission.
However, Uncle Cheng called 95598's national power supply service hotline on the morning of the 29th to learn that the power department will arrange maintenance according to the predicted weather conditions, " (today) Donghe, Damao, Jiuyuan and Qingshan all have (power outage maintenance), and the high-tech zone also has a power outage."
According to the Electric Power Section of Baotou Municipal Bureau of Industry and Information Technology, there is no "power rationing" regulation in the local area at present, and the previous short-term shutdown was caused by the heavy load in the western part of Baotou and the failure of the China Power Unit.
From the official caliber, this is more like an "emergency". The reason why the market reaction is bigger is inevitably associated with the experience of the previous two years.
In 2022, affected by the high temperature weather in summer, power shortage occurred in many places, seasonal power limitation and production limitation occurred in Shandong, Anhui, Jiangsu, Yunnan and other provinces, and high-energy industries such as silicon energy were forced to reduce load operation in the peak demand season, which had a certain impact on the timely supply and delivery of crystalline silicon photovoltaic products.
To this end, during this year's Two sessions, some deputies to the National People's Congress proposed that, on the basis of guaranteeing people's livelihood and electricity consumption, "silicon energy enterprises should not be included in the scope of orderly electricity consumption", in order to support the silicon energy industry to maximize its capacity.
Unlike last year, the 2021 wave of power rationing is considered to be mainly related to the requirement of "double control of energy consumption". Pu Ming, Party Secretary and Executive Director
of Baotou Aluminum, has publicly stated that in 2021, the tide of power rationing swept across the aluminum industry, and Inner Mongolia took the lead in implementing the most extensive, vigorous and stringent power rationing policies and measures in the history of the country. As a key energy-consuming enterprise in the autonomous region and Baotou City, Baotou Aluminum has experienced a very severe test of deep power rationing. An article entitled "Baotou Aluminum Takes Resolute Measures to Actively Respond to Frequent and Substantial Power Limitation" published on the official website
of Baotou Aluminum also pointed out that in the two months from May 15 to July 16, 2021, Baotou Aluminum was limited 31 times, almost every two days, "after July 5, it was almost every day. It is no exaggeration to say that it is the "new normal"."
In March 2021, the Baotou Municipal Development and Reform Commission issued a document saying that the autonomous region government put forward strict energy consumption" double control "requirements, and put forward early warning to Baotou City, which will immediately start five response measures, including the complete shutdown of 34 ferroalloy enterprises in accordance with the law and regulations, and the implementation of production restrictions on restricted enterprises.
Although the notice clearly mentioned that "at present, the construction and production of strategic emerging industries such as carbon fiber, photovoltaic and modern equipment manufacturing projects in the city have not been affected", it is enough to attract attention-no one wants to "get sick", and safe and stable power supply is the foundation.
However, backed by the largest energy province, Baotou can hardly say that it can "rest easy" in the matter of electricity consumption.
As early as 2016, Inner Mongolia has become the largest power supply base in Beijing, guaranteeing more than 40% of Beijing's power demand. In 2022, it will generate 644.03 billion kilowatt-hours of electricity and send out 2240.
< IMG SRC = "https://img7.ccement.: Can Inner Mongolia achieve a balance between" saving people "and" saving itself "?
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