According to market feedback, cement prices in Deyang and Mianyang areas of Sichuan Province dropped to a low level in the early stage, coupled with power limitation, peak staggering and shutdown, enterprises have a strong willingness to raise prices. In order to improve profitability, the leading enterprises in the two places notified the price of cement to be raised by 30-60 yuan/ton from 5-6 days, and the implementation remains to be observed.
"Power rationing" appears again! & nbsp; & nbsp;
In the past two years, cement enterprises have been greatly affected by power rationing, which was once conveyed to the price situation. According to the analysis of China Cement Network and Cement Big Data Research Institute, the main reason for the nationwide power limitation and continuous soaring cement market in 2021 is the control of energy consumption. Power rationing in 2022 is due to extreme hot weather, which promotes the rapid growth of electricity load, but the scope is small, mostly in Sichuan, Chongqing, Zhejiang and other places. & nbsp; & nbsp;
Recently, the high temperature warning in Sichuan for several consecutive days is somewhat similar to that of last year. From July 8 to 10, Chengdu Meteorological Observatory issued a high temperature orange warning signal for three consecutive days, predicting that the highest temperature in many areas will rise above 35 degrees Celsius in the next 24 hours. Since July 11, the whole country has entered the hottest dog days of the year, and this year the dog days are "super-long standby" for 40 days. In
addition, this year's Chengdu Universiade will be held at a time when the Sichuan power grid is facing the peak in summer, and the situation of ensuring the safe and stable operation of power and reliable supply is still grim and complex. It is reported that this year, the power gap in Sichuan Province is about 7.5 million kilowatts, there is a certain gap in electricity, and the regional power situation is tense. & nbsp; & nbsp;
The electricity load in Sichuan Province is rising, and local cement enterprises are facing power rationing and shutdown. A few days ago, China Cement Network learned that many cement enterprises in Sichuan received notifications from relevant departments that the steel and cement industries implemented production regulation from July 5 to August 10, reducing the power load of short-process steel by 60%, and allowing production from 23:00 to 8:00; All cement clinker production enterprises shut down the kiln, reduce 80% of the power load, and the cement mill is allowed to produce at 23: 00-8: 00. "
Power Limitation and Production Limitation" Hit Sichuan Cement Enterprises Again. According to the documents issued by the Bureau of Economy and Information Technology of a county in Sichuan Province, according to the requirements of the relevant documents of the superior departments such as the Economic and Credit Department of Sichuan Province, the work of crude steel production regulation in the iron and steel industry and peak staggering production in the cement industry will be centralized. The specific measures for the cement industry are as follows: from July 5 to August 10, the power load will be reduced by more than 80%, all enterprises will shut down the kiln, and the cement mill will produce from 23:00 on the same day to 8:00 on the next day.
In the past two years, with the acceleration of the Chengdu-Chongqing economic circle, the demand for electricity in Sichuan has been rising. It is expected that the electricity load in Sichuan Province will maintain a medium-high growth this summer. According to the State Grid Sichuan Electric Power Company, at 13: The electricity load of Sichuan power grid reached 59.888 million kilowatts, 788000 kilowatts higher than highest load of 59.1 million kilowatts last year, a record high.
At present, the situation of meeting the summer peak and guaranteeing power supply is complex and severe. Since the beginning of this year, the cement market in Sichuan has been in a downturn, and the severe contradiction between supply and demand is the core factor. What impact will "power limitation and production limitation" have on Sichuan cement enterprises? & nbsp; & nbsp;
a local cement enterprise told China Cement Network that if the above notice of power limitation and kiln shutdown is implemented in place, it is bound to have a more obvious impact on the cement market situation.
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