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Guangdong ceramic enterprises said that "it is difficult to make money this year": power rationing has caused costs to increase by one million per month, and LNG is 3.2 yuan/m³...

Release time:2024-12-06click:0

From "open for six and stop one" to "open for five and stop two", and then to "open for four and stop three"... the power restrictions in some areas of Guangdong are being "upgraded". Entering May, ceramic production areas such as Zhaoqing, Qingyuan, Enping and Foshan in Guangdong have successively received notices of "off-peak power consumption".

Because ceramic production must maintain the industry attributes of "continuity" and "stability", coupled with the fact that Guangdong ceramic enterprises are generally "out of stock" this year, in response to peak power cuts, Guangdong ceramic enterprises have used diesel engines to generate electricity, which has once again led to Production costs surged.

A ceramic enterprise in Zhaoqing told "Ceramic Information" that if it provides its own diesel engine to generate electricity, the monthly electricity cost will increase by more than 1 million yuan, plus LNG (liquefied natural gas) of 3.2 yuan/m³, as well as the rapidly rising chemical industry According to reports, cost pressure is very high this year, and "it is too difficult for companies to make money."

“I haven’t used diesel engines to generate electricity for several years”
This year, Guangdong’s “off-peak electricity consumption” came early and violently

According to "Ceramic Information", since the beginning of May, the demand for electricity in Guangdong Province has continued to rise. At present, the highest load demand regulated by the province has exceeded the highest load for the entire year last year. Recently, ceramic production companies in major ceramic production areas such as Foshan, Qingyuan, and Zhaoqing in Guangdong have received notices of "peak power consumption offload" and have implemented them.

Since the beginning of this year, my country's economy has continued to recover steadily, and the electricity consumption of the whole society has grown rapidly, reaching 636.1 billion kilowatt hours in April, a year-on-year increase of 13.2%, and an increase of 15% compared with the same period in 2019. On May 21, the Guangdong Provincial Energy Bureau announced that due to the accelerated economic recovery and continued high temperatures, Guangdong's electricity demand continues to rise, especially the secondary and tertiary industries in Guangdong. Electricity demand continues to be strong. Electricity consumption from January to April was year-on-year. Increases of 32.2% and 40.2% respectively.

In previous years, Guangdong had similar "power rationing" measures during the peak period of electricity consumption from June to September, using "peak shaving and valley filling" to reduce electricity consumption. However, this year's "power rationing" is obviously more effective than in previous years. Earlier and with greater intensity.

A ceramics factory in Zhaoqing, Guangdong told "Ceramic Information" that it began to receive notices of "peak power consumption" in mid-May, and fixed "six days on and one off" every week. Later, it received a new notice requiring implementation. "Open five and stop two"; May 22In the future, the plant's "peak-shifting power consumption" continued to upgrade, evolving into the need to use diesel engines to generate electricity every day to stabilize production.

The person in charge of another ceramic factory in Zhaoqing joked to "Ceramic Information": "The masters who deliver diesel said, 'Your situation is more serious, and you need a truck of diesel the next day.'" It can be seen that the "peak-shifting electricity consumption" situation in this production area is relatively serious.

“We haven’t used diesel engines to generate electricity for several years, and this year’s ‘off-peak electricity consumption’ caught us a little unprepared.” The person in charge of the above-mentioned ceramic factory said frankly, “However, the rainy weather in Guangdong on June 1st and 2nd was not good for us. The "off-peak power consumption" has been alleviated. There is basically no need for additional power generation in the past two days. Only a few ball mills can be stopped during the day to meet production needs. ”

“The off-peak power consumption cycle is expected to last for 3 months.” predicted a person in charge of a ceramics factory who did not want to be named. However, some people in the power industry said that the annual peak power consumption generally lasts until after September, and as the weather gets cooler, the load will decrease.

Use diesel engine to generate electricity
Each square tile increases the cost by 0.4~0.5 yuan

The Guangdong Provincial Energy Bureau stated that it has organized and taken effective measures: first, to actively coordinate with the western provinces, and with the help of the China Southern Power Grid resource allocation platform, to fully coordinate the increase in the supply of western power and deliver electricity to Guangdong according to the current maximum capacity; second, to strengthen the provincial Domestic supply; third, strengthen load trend forecast analysis and guide production enterprises to appropriately adjust production arrangements.

Although the Guangdong Provincial Energy Bureau has organized and taken effective measures, "peak-shifting electricity consumption" has also had a great impact on ceramic factories. In order to stabilize production and protect equipment, ceramic factories have also taken active measures to ensure "power consumption." Some moved the power-consuming polishing and grinding equipment to evening production, and some stopped several ball mills... Once the previous adjustments still cannot meet the production requirements, the ceramic factory will have to use diesel engines to generate electricity.

But the cost is very high, especially for small and medium-sized ceramic companies.

Based on the current price of diesel of 5,500 yuan/ton, the above-mentioned 4 production lines of Zhaoqing Ceramics Factory generate electricity for 12 hours at the same time with 6 diesel generators every day (from 8:00 in the morning to 8:00 in the evening), consuming 10 tons of diesel every day , then the cost will be increased by more than 1 million yuan a month, which is equivalent to an increase of 0.4 yuan to 0.5 yuan in cost per square meter of ceramic tiles. This does not include firewoodThe cost and maintenance costs of oil generators, etc.

Multiple attacks from electricity, gas, chemical and other industries
"Tile sales seem to be booming, but they are not profitable"

In addition to the rising costs caused by "off-peak electricity consumption", high natural gas prices also have a great impact on ceramic factories. According to "Ceramic Information", the current price of liquefied natural gas in the ceramic production areas of Qingyuan, Zhaoqing and Enping in Guangdong is about 3.2 yuan/m³, which is an increase of about 1 yuan/m³ compared with the same period last year.

“We use about 5 million m³ of natural gas every year. Calculated based on the current gas price, it will increase the cost by more than 5 million yuan a year.” The person in charge of a ceramics factory said frankly, and the current price of pulverized coal is also It remains high, stabilizing between 900 and 1,000 yuan/ton. Compared with last year’s 600 and 700 yuan/ton, the increase is also very alarming.

In addition, the prices of chemical materials such as zinc oxide, zirconium silicate, and water reducing agents have also been increasing.

"Although we currently have a lot of orders, it is hard to say whether we will make any money if this situation continues." The person in charge of the above-mentioned ceramics said, "We have already lost money on the orders we received in the early days, but we have no choice but to just Able to bear the brunt of production.”

Even the 800×800mm conventional product, which had the largest increase in the past, has increased by more than 1 yuan per piece, or even more, but it still cannot eliminate the cost increase caused by gas prices, let alone off-peak electricity consumption and chemical material prices. increase. For this reason, some ceramic factories have already adjusted their product strategies: while reasonably increasing the prices of low-value bricks, they will also increase the output of high-value bricks.

(The article is reproduced from Ceramic Information)

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