The Pearl River Delta welcomes the strictest electricity restriction in many places and expects "free electricity use"

The Pearl River Delta welcomes the strictest electricity restriction in many places and expects "free electricity use"
07:10, September 27, 2021 Securities Times

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Original title: The Pearl River Delta welcomes the most stringent power restriction enterprise owners and looks forward to "free electricity use"

Author: Tang Wei

In this cool autumn and fruity September, many enterprises in the Pearl River Delta were unexpectedly caught in a difficult situation of stopping production. Many industrial enterprises in Guangdong Province were required to "start three stops and four stops" or even "start two stops and five stops" or "start one stop and six stops", which had a great impact on the normal production and business activities of enterprises. As of September 23, the peak load demand of Guangdong Province has reached 141 million kilowatts, an increase of 11% over the peak load of last year, and the load has reached seven record highs.

This situation has attracted the attention of relevant departments. On September 25, the Guangdong Provincial Development and Reform Commission said that the Guangdong Provincial Party Committee and the Guangdong Provincial Government attached great importance to it and would carefully organize and fully take effective measures to actively respond to the recent shortage of power supply. On September 26, Guangdong Provincial Energy Bureau and Guangdong Power Grid jointly issued a proposal, requiring the party and government organs and public institutions at all levels of the province to take the lead in practicing green and energy-saving office work, set the refrigeration temperature of the air conditioner at no less than 26 ℃, and stop using elevators on or below the third floor of the office; It is recommended that industrial and commercial enterprises throughout the province actively participate in electricity conservation and support the implementation of orderly electricity use; Encourage citizens to adopt a moderately economical, green and low-carbon family lifestyle.

On September 26, an enterprise owner in Dalingshan Town, Dongguan told reporters that he received the commencement information pushed by the power supply department early in the morning, saying that the power output of power plants across the province had increased before the festival under the coordination of the provincial government, and the peak shift index had decreased. Some enterprises cancelled the peak shift on September 26, and could produce normally. "That is to say, the power limit has changed from 'starting one to stop six' to 'starting two to stop five'. I hope it will be better and better."

A customer service manager from the power supply department of Dongguan said that they were receiving a notice to go to a meeting, and the scope of enterprises that might be loosened from "open one, stop six" to "open two, stop five" would expand. He said that the recent peak shift arrangement has become more and more sudden, with more and more changes. So now the peak shift notice is subject to the SMS notice of the power supply bureau. Please check the information in time and make personnel arrangements.

Strictest limit order

There are many places in the Pearl River Delta, which are facing severe power restriction measures.

"We have also 'opened one limit to six', and I don't know what to do?" On the evening of September 22, Li Bing, who was engaged in hand production in Tangxia Town, Dongguan, received the notice of power restriction sent by the industrial zone. In the afternoon, he had just enlightened his friend who opened a factory in another industrial zone. His friend's factory had received the notice earlier that it would implement the "open one limit to six" peak load shifting power utilization measures, and was distressed, Find someone to complain. Unexpectedly, only a few hours later, he also received the same notice: on September 23, 25, 26, 27, 28, 29 and 30, he stopped production and power consumption during the peak period (8:00-24:00).

According to the staff of Dongguan Power Supply Department, they received more instructions from the municipal government at 11:00 p.m. on September 21, and then began to notify customers one by one on September 22. "The phone was broken, and some customers swore when they talked on the phone. We could understand the customers' feelings, but we were also helpless." The staff said that in order to ensure the implementation of off peak power consumption measures, they had been on duty for more than 20 consecutive days, and only had a day off in the Mid Autumn Festival. Their unit has shut down air conditioners and lights for a period of time, and the Group's power grid will send people to check their implementation of "double shutdown".

"If we continue like this, it is estimated that our work will not be preserved. Since the second half of the year, power supply has been in short supply, and no electricity sales means that the company has no income." The staff member expressed concern.

The person in charge of an enterprise engaged in equipment export in Liaobu, Dongguan, told reporters that since this year, the export situation has been very good, and orders are in short supply. However, due to the power rationing measures of three starts and four stops, the production capacity has declined significantly. At present, the factory delivery date has been extended from 30 days to 60 days to 90 days.

The first factory in Chashan Town, Dongguan also sent a notice to the public: due to the power restriction requirements, the production of the factory will be greatly affected in the near future, and all delivery dates will be delayed. We sincerely invite guests to communicate with our company and make adjustments when reporting delivery dates to their customers.

In addition to Dongguan, cities with strong manufacturing industries such as Zhongshan and Foshan have also introduced similar power rationing measures. For example, it is stipulated in some areas of Zhongshan that "one start, one stop and six stops" shall be implemented for customers below the designated size; Enterprises above designated size and scientific and technological enterprises implement the "two starts and five stops" policy; The municipal premium insurance enterprises implement "four starts, three stops".

Prior to this, power rationing has been implemented in many places. For example, since September 16, Foshan industrial users have implemented the five level orderly power utilization plan of "starting two, stopping five" every week. A person in charge of a circuit board factory told reporters that a large number of goods could not be produced during the rest of the day and the start of work at night, and the customer had a great opinion. Shantou industrial users have implemented the power limit requirement of "starting two and stopping five" since September 17, while Jieyang industrial users are facing the power limit mode of "starting one and stopping six".

How to deal with power restriction?

In the early morning of September 23, the heads of eight or nine factories in Li Bing's industrial zone gathered at the management office for a meeting to discuss the countermeasures under the policy of "opening one limit and six limits". After more than an hour of discussion, we reached a consensus that we should resolutely implement the power restriction policy, never open the machine for production during the time when the power restriction is required, and office workers and manual workers can work normally, only turning on lighting, computers and fans. At 11:00 pm, the factory personnel were ready. At 12:00 pm, the machine was started for production after the power restriction measures were completed, and the machine was shut down at 8:00 am the next day.

"Although it is a bit troublesome, the shift system has changed from one shift to two shifts, but it does not have too much impact on the production capacity, so on the whole, everyone's mentality is OK." Li Bing told reporters that at the meeting, everyone told each other not to secretly produce, or once found out, the entire industrial zone will face 48 hours of blackout punishment, There is a precedent in the nearby industrial area, "Don't try, your arms can't twist your thighs."

But not all factories have sub optimal schemes.

At more than 2 a.m. on the 23rd, Mr. Li, who opened a plastic processing plant in Dalingshan Town, Dongguan, had just returned home, when the workers called him, the power was cut off again. He left the factory at 1 o'clock in the morning when he saw the machine turning. He thought he could catch up with the work at night, but he failed again. At 7 o'clock in the morning, he was awakened by the "incoming call" message on the WeChat group in the industrial zone, and hurried to the factory. Only two days before the National Day, Mr. Li dare not waste anything.

"The customer was promised to deliver the goods on the 23rd. Our products are highly replaceable and cannot be delivered. Even if there is a good reason for 'power limitation', the customer can immediately find another supplier. It is not easy to develop a customer, but it is very simple to lose one." He said reluctantly to reporters that the machine started at 11 p.m. and finished warming up at 3 a.m., and then the machine was adjusted to level, After a few hours of work, it's time to turn off the machine again, and we can't deliver much goods.

It is reported that there are many machines that need to be heated. Generally speaking, once this kind of machine is turned on, it will run for 24 hours and will not be turned off. Now, due to frequent power rationing measures, the machine is constantly restarted, which not only reduces the production capacity, but also increases the loss and commissioning costs of the machine.

For Li Bing, although the machines in his factory do not need to be heated up, they can start up for normal production, and most of the production capacity problems can be solved by working overtime at night, they are also affected. "The whole supply chain, either here or there, is not smooth."

The staff of the above-mentioned power supply enterprise told the reporter that for enterprises in urgent need of electricity, there are two suggestions: "First, rent generators to generate electricity on their own to solve the urgent need; second, off peak holidays. Now, the notice of off peak power rationing has only been sent to the end of September, and there is no requirement for National Day. Factories in urgent need of production can now take a holiday and start work again on National Day."

"This is not realistic. The cost of self generation is very high. Usually, we use electricity at peak and valley levels at about 0.8~0.9 yuan per kilowatt hour. If we rent a diesel generator, the cost is about 1.6 yuan per kilowatt hour, which is nearly twice as expensive. I now rent a generator at 200000 yuan per month, compared with 100000 yuan per month. It does not include the cost of buying or renting a generator." Mr. Li told reporters.

According to the reporter, based on the monthly power demand of 300 kilowatt hours, the rent of the generator set plus the silent cover is about 20000 yuan/month; If purchased, a machine costs about 60000 to 100000 yuan.

As for off peak holidays, it is also difficult for many business owners. "Now everyone is at work, and my staff is on holiday. Who does he play with? When the National Day comes, everyone will have a holiday, and he must be uncomfortable to work." Li Bing said.

"Off peak holidays? The National Day is three times the salary. Now the labor law is so strict, I dare not take such days off in lieu." Another business owner also believes that off peak holidays are not feasible.

When can we "use electricity freely"?

"I have run a factory for more than ten years, and I have never encountered such a situation."

"The peak period of electricity use should have passed. Why is it so short of electricity?"

Many business owners said that such power rationing is rare. At present, it is the peak period of "Golden Nine Silver Ten" orders, especially the electricity demand of the second and third industries continues to be strong. From January to August, the power consumption of the whole society in Guangdong Province was 525.273 billion kWh, with a year-on-year growth of 17.33%, of which the power consumption of the second and third industries increased by 18.30% and 23.13% respectively.

An industry insider said that the current tension in electricity use in Guangdong has complex causes, the most important one being the shortage of power supply. "The thermal power plant has lost more than 10 cents once generating electricity, which has been lost for more than a month. Against this background, how can the power plant have the power to increase power supply? None of them can generate electricity at full load."

It is understood that thermal power is the main source of power in Guangdong, accounting for about 70%. Steam coal broke through the 1000 yuan mark at the beginning of September, and has since hit a record high. Up to now, the main contract of steam coal futures has reported 1221.8 yuan/ton, an increase of more than 60% in the past quarter. The cost of thermal power enterprises increased significantly, resulting in some power plants suppressing demand.

"When can the normal power supply order be restored?" Faced with the reporter's question, the relevant personnel of the power supply department said that there is no timetable, and no one knows when the peak shift will occur.

"It should only be temporary, so we are willing to overcome difficulties and cooperate actively. If we continue like this, we will not be able to withstand it." At the end of the interview, Li Bing asked, "If we open for a long time, stop for six, stop for two, stop for five, and stop for three, stop for four, I believe that no enterprise in the Pearl River Delta can sustain it?"

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