The skyrocketing cost of ceramic tile production has been rising again and again. Following the continued "skyrocketing" prices of coal, natural gas, cartons, chemical raw materials, etc., electricity prices in the ceramic industry may also see a sharp rise, and the increase is not large. Restricted.
On October 12, the National Development and Reform Commission issued the "Notice on Further Deepening the Market-Based Reform of On-grid Power Prices for Coal-fired Power Generation." The notice clarifies that the floating range of coal-fired power generation market transaction prices will be expanded from the current floating range of no more than 10%, and in principle no more than 15%, to no more than 20% in principle, and the market transaction prices of high-energy-consuming enterprises will not be affected. There is a 20% limit on the increase.
Immediately afterwards, Guangdong, Shandong, Fujian, Henan and other provinces responded one after another and issued a notice that "the market transaction price of electricity for high-energy-consuming enterprises is not subject to a 20% increase." This move will have a major impact on the ceramic industry.
In the context of "dual control of energy consumption", domestic coal and electricity supply and demand continue to be tight, and ceramic companies across the country have experienced widespread "power and production restrictions".
This reform means that the electricity price of the high-energy-consuming ceramic industry may rise sharply, the production costs of ceramic companies will increase again, and the "pace" of price increases for ceramic tiles may not stop.
There is no limit on the increase in electricity prices for ceramic enterprises
In some provinces, electricity prices for high-energy-consuming enterprises directly increased by 50%
This year, Guangdong, Guangxi, Yunnan, Fujian, Hunan, Liaoning, Shandong, Jiangxi and other major ceramic provinces have experienced power cuts, causing hundreds of ceramic factories across the country to suspend production and limit production. ”, seriously affecting the normal production of enterprises.
This rare wave of power rationing is not only coming quickly, but also coming violently. In many provinces and cities where energy consumption supervision has turned red, ceramic companies have borne the brunt and become the focus of shutdowns in the wave of power rationing, causing huge losses to the companies.
The "power rationing wave" is still continuing, but at the same time, an increase in electricity prices is imminent. After Guangdong, Sichuan, Hunan and other provinces have raised electricity prices, with peak electricity prices rising by up to 25%, the National Development and Reform Commission and local governments have made it clear that market transaction electricity prices for high-energy-consuming enterprises are not subject to a 20% increase in electricity costs. will increase dramatically again.
On October 20, the Guangdong Provincial Development and Reform Commission issued the "Notice on Issues Concerning Further Deepening the Reform of Electricity Prices in Our Province." The notice points out: Improving electricity market transactions. In principle, all coal-fired power generation enters the electricity market, and the on-grid electricity price is formed through market transactions within the range of "base price + fluctuation". In principle, the fluctuation does not exceed 20%. The market transaction price of high-energy-consuming enterprises is not subject to the 20% increase limit. . The spot price of electricity is not limited by the above range.
The rise in electricity prices in Guangdong Province and the exemption of high-energy-consuming enterprises from the restrictions are not an isolated case. "Ceramic Information" noted that since October 12, in order to implement the requirements of the National Development and Reform Commission, Jiangsu, Zhejiang, Shandong, Guangxi and other places have increased the on-grid electricity prices, and the electricity prices in some areas have "floated up" (the fluctuation range does not exceed 20%). The market transaction price of electricity in Inner Mongolia has even increased by 80%, and Zhejiang has imposed punitive electricity charges of up to 0.35 yuan on high energy-consuming users.
On October 12, the Yunnan Development and Reform Commission issued an announcement "Notice on Further Improving the Time-of-Use Electricity Pricing Mechanism (Draft for Comment)". The peak-to-valley spread of electricity prices remains at the current 1.5:1:0.5. Among them, the non-market electricity price is based on the catalog's peak and dry electricity prices. The electricity price during peak hours will increase by 50% based on the normal period. During the off-peak period, the electricity price will decrease by 50%. The trading electricity is based on the electricity energy transaction price of the current month. The electricity price will increase by 50% during peak hours and decrease by 50% during off-peak hours.
On October 17, Guangxi issued the "Emergency Notice of the Autonomous Region Industry and Information Technology Department on Further Adjusting the Region-wide Electricity Market Transaction Plan in 2021". In the emergency notice, the electricity prices of high-energy-consuming enterprises were directly raised by 50% for settlement. .
On October 15, the Development and Reform Commission of the Xinjiang Uygur Autonomous Region issued an announcement on the public solicitation of opinions on the "Notice on Matters Related to Improving the Time-based Electricity Price Mechanism in Our Region". The price of electricity during peak hours is based on the peak price per kilowatt. rise by 20%.
Since October 15, 2021, in Henan, all coal-fired power generation in the province has entered the market in principle, and the on-grid electricity price is formed through market transactions within the range of "base price + floating up and down", of which the base price is 0.3779 yuan/ In principle, the fluctuation in kilowatt hours shall not exceed 20%. The market transaction price of electricity for high-energy-consuming enterprises is not subject to a 20% fluctuation limit, and the spot price of electricity is not subject to a 20% fluctuation limit.
On October 22, Shandong Province issued a notice and decided to fully liberalize the on-grid electricity price for coal-fired power generation.The benchmark price of coal-fired power generation in East China remains unchanged at 0.3949 yuan/kWh, but the highest price is adjusted to 0.4739 yuan/kWh, and the lowest price is adjusted to 0.3159 yuan/kWh, with a fluctuation of 20%.
For electricity price transactions with high-energy-consuming enterprises, the floating price is not subject to the 20% limit. At the same time, the implementation method of time-of-use electricity prices in the power market is clarified. Among them, Shandong provincial power grid transmission and distribution prices will rise by 50% at peaks, fall by 50% at troughs, and rise by 70% at peaks.
Energy costs for ceramic companies may increase sharply again
Photovoltaic power generation projects in various places are accelerated
For ceramic companies, power supply and electricity prices are extremely sensitive. On the one hand, the stable supply of electricity determines whether ceramic companies can produce normally, and fluctuations in electricity prices affect the production costs of ceramic companies.
The increase in electricity prices and the unrestricted increase in electricity prices in high-energy-consuming industries means that local power supply departments can "increase as much as they want", directly increasing the production costs of large electricity consumers. The production costs of ceramic companies will It is more difficult to control and will force ceramic tile prices to continue to rise, passing the pressure on upstream and downstream.
On the other hand, some high-energy-consuming ceramic companies will actively choose to stop production due to cost pressures, which will have a certain impact on the kiln opening rate of the ceramic industry and even accelerate the elimination of a number of backward production capacities.
Take Shandong ceramics enterprises as an example. A medium-sized production line with a daily output of more than 20,000 square meters requires about 80,000 kilowatt-hours of electricity a day, and two lines require 160,000 kilowatt-hours of electricity. The base price of coal-fired power generation in Shandong is 0.3949 yuan/ For kilowatt hours, if the electricity price rises by 20%, it will be 0.4739 yuan/kilowatt hour. An additional 12,636.8 yuan will be spent on electricity per day, and an additional electricity cost of 3.8 million yuan per year will be required. If the price increase is not subject to the 20% limit, the additional cost will be higher.
According to analysis by industry insiders, with the increase in electricity prices "without a ceiling", a group of ceramic companies with low production capacity and high energy consumption will be forced to voluntarily withdraw. A large number of ceramic companies will undergo technical transformation, equipment upgrades, demolition of old We will find ways to save energy and reduce consumption through new construction and other methods, adopt energy-saving measures in all production links, and enhance energy utilization.
At the same time, the willingness and progress of ceramic companies to build rooftop photovoltaics will be greatly enhanced. This year, the number of rooftop photovoltaic installations by ceramic companies has increased dramatically, and many production areas and ceramic companies are deploying rooftop photovoltaic power generation.
Data display, onlyIn the third quarter of this year, more than 50 ceramic companies and more than 100 photovoltaic power generation projects across the country, including Shuncheng Group, Yinuo, and Lixian Xinpeng, passed the filing and approval process.
In ceramic production areas, Teng County in Guangxi and Neihuang in Henan are actively deploying photovoltaic power generation projects. On the morning of October 20, the rooftop photovoltaic power generation of the 5.86 MW Belite Ceramics factory in Anyang, Henan Province was connected to the grid; Teng County, Guangxi Province has signed a cooperation agreement with China Southern Power Grid Zhuhai Integrated Energy Co., Ltd. to carry out a pilot project for rooftop distributed photovoltaic development in Teng County... …
(Article reproduced from Ceramic Information)
