It was recently learned that State Grid Jiangsu Electric Power Company implemented seasonal peak electricity prices from July to August for local large electricity consumers. This will cause the price of industrial electricity in the region to be 0.1 yuan/kWh higher than the peak electricity price.
The electricity load in Jiangsu, Zhejiang and Guangdong has reached a record high
The daily consumption of power plants has also reached a new high!
In July, hot weather continued to occur across the country, and the daily consumption of power plants rebounded rapidly, significantly higher than the historical level for the same period. Peaks of electricity consumption have occurred in Jiangsu, Zhejiang, and Guangdong one after another, and the electricity load has reached a record high.
Statistics show that on July 6, the power load of Jiangsu Power Grid reached 100.31 million kilowatts. During the summer rainy season, the power load of Jiangsu Power Grid exceeded 100 million kilowatts for the first time. On the 8th, the highest electricity load in Zhejiang Province reached a record high of 96.81 million kilowatts. On the same day, the highest regulated load in Guangdong Province reached a record high of 131.56 million kilowatts. As hot weather continues, the electricity load will continue to increase, and the demand for thermal coal will maintain an increasing trend.
In addition, according to the recent statistical data reported by the power system, electricity consumption in many places will increase in the first half of 2021. Significant double-digit growth. Among them, Guangdong Province’s total electricity consumption reached 364.3 billion kilowatt hours in the first half of the year, ranking first in the country. In terms of growth rate, the electricity consumption of Guangdong society in the first half of the year increased by 22.89% year-on-year, and the two-year average growth rate was 9.7%. The total electricity consumption in Jiangsu Province increased to 338.479 billion kilowatt hours, a year-on-year increase of 20.34%. The highest dispatched power load in the first half of the year was 117.0169 million kilowatts (approximately 117 million kilowatts), a year-on-year increase of 31.24%.
The rise in electricity prices directly increases the cost of weaving production
Corporate profits will be affected even more
In fact, Jiangsu and Zhejiang are areas with scarce electricity resources. The local government often raises electricity prices, limits electricity consumption, and shifts peak usage. and other measures to improve local electricity consumption. As a result, the monthly electricity bills of many large and medium-sized weaving companies will be more than 10,000 yuan, and the increase in electricity bills for companies with high energy-consuming equipment such as texturing will be even greater. In particular, the profit growth rate of the textile industry has slowed down in recent years, and some sub-sectors have even experienced profit shrinkage, especially due to the recent huge cost pressures due to raw materials, freight, exchange rates and other factors. The rise in electricity prices directly increases the production costs of weaving enterprises, and the production of enterprises is further affected.
According to information, in textile factories, electricity costs are a very high cost expenditure after raw materials. Especially for enterprises with a relatively high degree of automation, the cost of electricity is already higher than the labor remuneration expenditure. Taking a textile company with 840 water-jet and air-jet looms and an annual output of 70 million meters as an example, the annual electricity bill is about 4-5 million yuan, and the company’s labor expenses are also 3-4 million yuan.
Let’s take a look at the important printing and dyeing companies in the textile industry chain: Taking a factory with annual sales of 200 million yuan as an example, the annual electricity bill is 7-8 million yuan, while worker wages The expenditure is also 7-8 million yuan, and the annual consumption of dyes and coatings, the largest component of cost expenditure, is only about 20 million yuan.
In chemical fiber factories, electricity costs are a very high cost expenditure after raw materials. Especially for enterprises with a relatively high degree of automation, the cost of electricity is already higher than the labor remuneration expenditure.
At the same time, although there are many textile companies gathered in Jiangsu and Zhejiang, the local government still considers allocating electricity to other industries first when the total power is insufficient. Take Huzhou Changxing area as an example , local textile companies are cut off from power every year. This has a particularly prominent impact on weaving companies. The increase in electricity prices not only increases corporate costs, but corporate production will also be restricted by off-peak electricity consumption.
Most textile people are mentally prepared for the market conditions in July and August. After all, according to historical circumstances, July-August is generally the off-season for the weaving market. It is foreseeable that the market will already face the pressure of rising inventory in the off-season, coupled with unpredictable environmental protection, power restrictions, and production suspensions, which will undoubtedly have a greater impact on the normal production and order delivery deadlines of textile companies, and will have a great impact on textile bosses. It’s equivalent to adding insult to injury! It also makes textile companies face difficulties in receiving orders. A textile boss said bluntly: “When I received the order, I still had some profit. When I got home and calculated the latest costs, I found that the profit had been increased and we had to lose money on production!”
Therefore, in such an environment, textile people must recognize their own position and consciously limit inventory, rather than blindly produce and turn all funds into inventory to avoid falling into a difficult situation under huge competitive pressure. </p