Recently, the electricity load of many provinces and cities in China has reached a record high, which has brought tremendous pressure to the power supply, and cement enterprises in some areas have also stopped production due to power rationing. Under the influence of
El Nino, the temperature is easy to be on the high side, and the time point of high temperature is earlier than in previous years. Relevant reports show that the electricity load of Zhejiang Power Grid exceeded 100 million kilowatts on July 3, 8 days earlier than last year, and rose to 102 million kilowatts 93 minutes later, a record high. This is the earliest time in the history of Zhejiang Power Grid to enter the stage of breaking 100 million kilowatts in summer. What is the impact of tight
power load supply and demand on Zhejiang's cement enterprises? Feedback from a large cement enterprise in Zhejiang said that it had not yet received the notice of power limitation and shutdown, and that the production of the enterprise followed the principle of "peak power off, valley power on" in order to reduce the cost of electricity consumption. Due to the approaching of the Asian Games in Hangzhou and the stagnation of some key projects, the production capacity of the enterprise is only about one third, and the cement produced by Gu Dian is enough to meet the shipment volume.
Demand is not good, and cement prices are difficult to support. The cement company said that the current cement price is around 280-290 yuan/ton, and the overall situation in the first half of this year is not optimistic.
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. China Cement Network will also continue to track the follow-up power supply situation
in Zhejiang Province and its impact on cement enterprises in the region.
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