In the context of the “dual control of energy consumption” policy, a large number of domestic textile companies are facing production suspensions and production restrictions. Traditional textiles are high-pollution and high-energy-consuming industries. In the early stages of their development, entry barriers are low and industry concentration is low, resulting in There is widespread overcapacity in mid- and low-end industries, and environmental pollution and energy consumption problems are serious.
A chemical fiber factory in Xiaoshan seemed unusually quiet under power restrictions.
The textile industry’s production capacity has declined and supply is tight
In the recent past, “dual control” measures have become stricter in various places Under the influence of the epidemic, the production capacity of raw materials such as textiles, plastics, steel, cement, etc. has also been greatly reduced. Some analysts believe that there will be a further wave of price increases in the field of raw materials.
Emergency notices of work stoppages have been issued in many places in Xiaoshan, and the situation is very serious:
“The ‘dual control’ requirement has led to a certain degree of price increase in the raw material market, which is actually a relatively normal phenomenon. The key lies in how to make the impact of price increases on the market less obvious and truly achieve a balance between production and supply.” Jiang Han said .
Lin Boqiang also pointed out that “dual control” will have an impact on some upstream companies, causing them to reduce their output. The government should consider this trend. If the output control is too tight, If demand remains unchanged, prices will rise. This year is also quite special. Due to the impact of the epidemic last year, the demand for energy and electricity has rebounded relatively high this year. It can also be said to be a special year. In response to the “dual control” goal, companies should prepare in advance, and the government should consider the impact of relevant policies on companies.
The pain of industrial transformation
Regarding the phenomenon of large-scale power rationing and production shutdowns in high-energy-consuming enterprises, Lin Boqiang, dean of the China Energy Policy Research Institute of Xiamen University, told reporters, “Some companies are rationing power, some are due to insufficient power supply and relatively high power demand, and some are related to the ‘dual control’ indicator It’s relevant, because it’s the end of the year and there will be this consideration.”
“From a macro-environment perspective, the country’s carbon neutrality and carbon peaking policies are imposing heavy restrictions on energy-consuming companies. Certain norms promote market transformation. It can be said that the strictness of the ‘dual control’ policy is an inevitable result of market development. Some power restriction and production restriction policies introduced by various localities are an integral part of local governments’ market regulation and control according to the situation. A policy-oriented behavior.” Jiang Han, a senior researcher at Pangu Think Tank, also told reporters.
The National Development and Reform Commission issued the “Barometer on Completion of Dual Energy Consumption Targets in Various Regions in the First Half of 2021” in August. In terms of energy consumption intensity reduction, Qinghai, Ningxia, Guangxi, The energy consumption intensity of nine provinces (autonomous regions), Guangdong, Fujian, Xinjiang, Yunnan, Shaanxi, and Jiangsu, rose instead of falling in the first half of the year, and was listed as a red first-level warning; in terms of total energy consumption control, Qinghai, Ningxia, Guangxi, Eight provinces (autonomous regions) including Guangdong, Fujian, Yunnan, Jiangsu, and Hubei have been listed as red level one warnings.
The list of textile companies involved in this power restriction upgrade is as follows:
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