Business News Agency August 16 hearing: When the big consumers suffer power curtailment, what will happen?
Many polysilicon companies choose to move west to the energy-rich west. Another major reason for the westward development of the eastern coastal cities that caused them to leave the rich is due to the lower electricity prices in the western region. The problem of power supply can be solved once and for all, and at the same time, production costs are reduced. Why not?
In line with the eager impulsive westward move of the enterprise, the western provinces and regions have already opened their arms and welcome the investment from upstream companies in the photovoltaic industry with these “strategic emerging industries†in their heads. A "win-win" good show starts in the near future.
The shadow of profit thinning and power limiting is overshadowed by companies in the eastern region.
Tan Rongzhu, director of the State Electricity Regulatory Commission, said that in June the country entered the peak of electricity consumption, and during the peak period, the nation’s largest power gap will reach around 30 million kilowatts. According to Shuai Junqing, deputy general manager of the State Grid Corporation of China, 10 provincial power grids, including Beijing-Tianjin-Tangshan, Hebei, Shanghai, Jiangsu and Zhejiang, will face a tight supply and demand situation.
The power shortage in the first half of the year caused large losses in the profits of some major consumers. The recent restrictions on power supply have made them very helpless.
Zeng Shaojun, director of the Information Research Department of the New Energy Chamber of Commerce of the All-China Federation of Industry and Commerce, said that power cuts have caused many companies to shrink profits.
Li Xianshou, chief executive officer of Zhejiang Yanhui Solar Energy Co., Ltd., has been struggling with frequent power restrictions in Zhejiang. "It is because of the limited electricity supply in Zhejiang Province in the fourth quarter of last year that our profits have been reduced by hundreds of millions."
It is understood that from the second half of last year to the first half of this year, due to the influence of foreign markets, the price of polysilicon has soared. Various companies have started production at full capacity and strive to maximize profits. Yanhui Sunshine and Jiangxi LDK High-tech Co., Ltd. and GCL-Poly also called China's three major silicon wafer companies. In March 2010, Huihui Sun invested 99 million U.S. dollars in the Jiashan Plant in Zhejiang and continued to expand its wafer production capacity. According to Yan Huiguang's plan, the company will achieve a silicon wafer production capacity of 1.9 GW in 2011. The polysilicon production capacity will also reach 3,500 tons/year, and the battery and module production capacity will be 600 MW/year.
What Li Xianshou did not expect was that the storm of electricity restriction in Zhejiang since the second half of 2010 disrupted this plan.
After the electricity restriction in Zhejiang Province in the fourth quarter of last year, the company’s production capacity was greatly affected. Li Xianshou said that in the second half of last year, power cuts in Zhejiang caused some of the company's wafer production capacity to fail, reducing profits by at least 100 million yuan.
In 2010, Yanhui Sunshine’s operating income was US$1.206 billion, an increase of 136% over 2009, and its net profit was US$169 million. If according to Li Xianshou said that because the power cut reduces the net profit of 100 million yuan, then the company can increase its net profit by 9% on the basis of 169 million US dollars without being limited to electricity.
At present, the domestic polysilicon price has once again strengthened after a round of adjustments.
Domestic polysilicon spot prices started to rebound after reaching a low of 370 yuan per kilogram in June. According to the latest statistical data of China Nonferrous Metals Association Silicon Industry Branch, as of July 27, the domestic mainstream price of polysilicon spot is 400-470 yuan, the mainstream quoted price of international polysilicon spot is 50-60 US dollars per kilogram. According to industry analysts, under the stimulus of the introduction of China's photovoltaic unified online power benchmark price policy, downstream battery modules and power plant operation markets will start to accelerate, which will drive the demand for upstream polysilicon, and polysilicon prices are expected to rise further.
The "electricity shortage" continues at this critical moment, and the "electricity shortage" in the eastern coastal cities continues.
Take Suzhou, the home of polysilicon industry in China, as an example. From May onward, Suzhou has begun to cut power, and it will have an indefinite power limit of two days per week. After entering in July, the frequency of power cuts will increase significantly. Electricity is limited for 4 days.
Affected by the severe water supply and the tight supply of coal, China Southern Power Grid has rapidly increased its overall regulatory load since July, reaching a maximum of 113.23 million kilowatts, a year-on-year increase of 10.6%. In Guangdong, Guangxi, Yunnan and Guizhou provinces, there has been a peak load shift and power cut.
The reporter learned from the China Southern Power Grid Corporation that at present, the maximum peak load of China Southern Power Grid has reached 11.2 million kilowatts. In the third quarter of this year, it is expected to face a "double shortage" of power supply. The maximum power gap in the entire network may reach 12 million kilowatts, with an overall power shortage of more than 8%, and power shortages in more than 20% in individual regions. If the deposit and incoming water conditions are lower than expected, the power gap may further increase.
"Limited electricity" seems to have become a crisis that eastern polysilicon companies have to face. At this time, the regions in the west that can open up to supply electricity have become the temptation that polysilicon companies cannot refuse.
Many polysilicon companies choose to move west to the energy-rich west. Another major reason for the westward development of the eastern coastal cities that caused them to leave the rich is due to the lower electricity prices in the western region. The problem of power supply can be solved once and for all, and at the same time, production costs are reduced. Why not?
In line with the eager impulsive westward move of the enterprise, the western provinces and regions have already opened their arms and welcome the investment from upstream companies in the photovoltaic industry with these “strategic emerging industries†in their heads. A "win-win" good show starts in the near future.
The shadow of profit thinning and power limiting is overshadowed by companies in the eastern region.
Tan Rongzhu, director of the State Electricity Regulatory Commission, said that in June the country entered the peak of electricity consumption, and during the peak period, the nation’s largest power gap will reach around 30 million kilowatts. According to Shuai Junqing, deputy general manager of the State Grid Corporation of China, 10 provincial power grids, including Beijing-Tianjin-Tangshan, Hebei, Shanghai, Jiangsu and Zhejiang, will face a tight supply and demand situation.
The power shortage in the first half of the year caused large losses in the profits of some major consumers. The recent restrictions on power supply have made them very helpless.
Zeng Shaojun, director of the Information Research Department of the New Energy Chamber of Commerce of the All-China Federation of Industry and Commerce, said that power cuts have caused many companies to shrink profits.
Li Xianshou, chief executive officer of Zhejiang Yanhui Solar Energy Co., Ltd., has been struggling with frequent power restrictions in Zhejiang. "It is because of the limited electricity supply in Zhejiang Province in the fourth quarter of last year that our profits have been reduced by hundreds of millions."
It is understood that from the second half of last year to the first half of this year, due to the influence of foreign markets, the price of polysilicon has soared. Various companies have started production at full capacity and strive to maximize profits. Yanhui Sunshine and Jiangxi LDK High-tech Co., Ltd. and GCL-Poly also called China's three major silicon wafer companies. In March 2010, Huihui Sun invested 99 million U.S. dollars in the Jiashan Plant in Zhejiang and continued to expand its wafer production capacity. According to Yan Huiguang's plan, the company will achieve a silicon wafer production capacity of 1.9 GW in 2011. The polysilicon production capacity will also reach 3,500 tons/year, and the battery and module production capacity will be 600 MW/year.
What Li Xianshou did not expect was that the storm of electricity restriction in Zhejiang since the second half of 2010 disrupted this plan.
After the electricity restriction in Zhejiang Province in the fourth quarter of last year, the company’s production capacity was greatly affected. Li Xianshou said that in the second half of last year, power cuts in Zhejiang caused some of the company's wafer production capacity to fail, reducing profits by at least 100 million yuan.
In 2010, Yanhui Sunshine’s operating income was US$1.206 billion, an increase of 136% over 2009, and its net profit was US$169 million. If according to Li Xianshou said that because the power cut reduces the net profit of 100 million yuan, then the company can increase its net profit by 9% on the basis of 169 million US dollars without being limited to electricity.
At present, the domestic polysilicon price has once again strengthened after a round of adjustments.
Domestic polysilicon spot prices started to rebound after reaching a low of 370 yuan per kilogram in June. According to the latest statistical data of China Nonferrous Metals Association Silicon Industry Branch, as of July 27, the domestic mainstream price of polysilicon spot is 400-470 yuan, the mainstream quoted price of international polysilicon spot is 50-60 US dollars per kilogram. According to industry analysts, under the stimulus of the introduction of China's photovoltaic unified online power benchmark price policy, downstream battery modules and power plant operation markets will start to accelerate, which will drive the demand for upstream polysilicon, and polysilicon prices are expected to rise further.
The "electricity shortage" continues at this critical moment, and the "electricity shortage" in the eastern coastal cities continues.
Take Suzhou, the home of polysilicon industry in China, as an example. From May onward, Suzhou has begun to cut power, and it will have an indefinite power limit of two days per week. After entering in July, the frequency of power cuts will increase significantly. Electricity is limited for 4 days.
Affected by the severe water supply and the tight supply of coal, China Southern Power Grid has rapidly increased its overall regulatory load since July, reaching a maximum of 113.23 million kilowatts, a year-on-year increase of 10.6%. In Guangdong, Guangxi, Yunnan and Guizhou provinces, there has been a peak load shift and power cut.
The reporter learned from the China Southern Power Grid Corporation that at present, the maximum peak load of China Southern Power Grid has reached 11.2 million kilowatts. In the third quarter of this year, it is expected to face a "double shortage" of power supply. The maximum power gap in the entire network may reach 12 million kilowatts, with an overall power shortage of more than 8%, and power shortages in more than 20% in individual regions. If the deposit and incoming water conditions are lower than expected, the power gap may further increase.
"Limited electricity" seems to have become a crisis that eastern polysilicon companies have to face. At this time, the regions in the west that can open up to supply electricity have become the temptation that polysilicon companies cannot refuse.
Potassium Acetate
Potassium Acetate,Potassium Organic Salt,Potassium Acetate Snow Melting
WEIFANG MELTWAY CO., LTD , http://www.globalmeltway.com