The impact of power restriction measures adopted in some regions on the metallurgical industry is not yet obvious. A number of related persons in the iron and steel and non-ferrous metal industries interviewed by the reporter yesterday said that the current restrictions on electricity have little impact on the company. However, if the next situation is further developed, it may affect some of the company's production.
In terms of the steel industry, Hebei is the largest steel producer in the country. A person in the steel production and technology department in Shijiazhuang told this reporter that at the moment, it has not received notification of power cuts, nor has it heard that some steel plants have received limited power. Notice.
In an interview with reporters, Masteel’s (Dongguan) Office Manager said in an interview that the relevant departments did take some of the power cuts, but “had little impact on the companyâ€. He said that at present Maanshan Steel's blast furnaces are operating normally.
Non-ferrous metal smelting enterprises, the Secretary-general of the Zhuzhou Smelter Group (600961, shares) said in an interview with this reporter that at present the local authorities did not conduct power restrictions, and the company’s production is still normal.
According to Zhang Rufeng, a research fellow in Baichuan Information Aluminum Industry, according to its latest research on 139 electrolytic aluminum manufacturers in China, the electrolytic aluminum industry has little impact on limited electricity. Although some electrolytic aluminum manufacturers moderately reduced the current-strengthening potency of the electrolytic cell, there were no cases where the manufacturer stopped operating the electrolytic cell. “According to the investigation and summary of the situation, the electrolytic aluminum production capacity currently under construction is 20.35 million tons, which is at a historically high level.†Zhang Rufeng said.
According to industry insiders, there will be a period of time during the summer when industrial power is appropriately limited. The main reason for this is the peak load of electricity usage. Companies also arrange partial overhauls in the off-season of the industry, so this is a normal situation. For the local government, although the metallurgical industry is a large energy consumer, due to the fact that it is a key enterprise, the relevant departments will usually try to protect their electricity consumption.
In addition, most large-scale steel and non-ferrous production enterprises have a large proportion of self-generation, and the larger the company, the higher the proportion of self-generation. Take the steel industry as an example. According to the “My Steel†network statistics, the average self-generation ratio of 19 key steel enterprises has risen to around 50%. This means that although the steel mills will be affected by power curtailment, the "resistance" has been further enhanced. As long as there are no mandatory regional power cuts in Hebei Province as in September last year, the production capacity of major domestic steel manufacturers will generally not be affected much.
However, people in the industry also pointed out that if the situation of intense power consumption in the later period is intensified, the production of some companies may be affected.
In terms of the steel industry, Hebei is the largest steel producer in the country. A person in the steel production and technology department in Shijiazhuang told this reporter that at the moment, it has not received notification of power cuts, nor has it heard that some steel plants have received limited power. Notice.
In an interview with reporters, Masteel’s (Dongguan) Office Manager said in an interview that the relevant departments did take some of the power cuts, but “had little impact on the companyâ€. He said that at present Maanshan Steel's blast furnaces are operating normally.
Non-ferrous metal smelting enterprises, the Secretary-general of the Zhuzhou Smelter Group (600961, shares) said in an interview with this reporter that at present the local authorities did not conduct power restrictions, and the company’s production is still normal.
According to Zhang Rufeng, a research fellow in Baichuan Information Aluminum Industry, according to its latest research on 139 electrolytic aluminum manufacturers in China, the electrolytic aluminum industry has little impact on limited electricity. Although some electrolytic aluminum manufacturers moderately reduced the current-strengthening potency of the electrolytic cell, there were no cases where the manufacturer stopped operating the electrolytic cell. “According to the investigation and summary of the situation, the electrolytic aluminum production capacity currently under construction is 20.35 million tons, which is at a historically high level.†Zhang Rufeng said.
According to industry insiders, there will be a period of time during the summer when industrial power is appropriately limited. The main reason for this is the peak load of electricity usage. Companies also arrange partial overhauls in the off-season of the industry, so this is a normal situation. For the local government, although the metallurgical industry is a large energy consumer, due to the fact that it is a key enterprise, the relevant departments will usually try to protect their electricity consumption.
In addition, most large-scale steel and non-ferrous production enterprises have a large proportion of self-generation, and the larger the company, the higher the proportion of self-generation. Take the steel industry as an example. According to the “My Steel†network statistics, the average self-generation ratio of 19 key steel enterprises has risen to around 50%. This means that although the steel mills will be affected by power curtailment, the "resistance" has been further enhanced. As long as there are no mandatory regional power cuts in Hebei Province as in September last year, the production capacity of major domestic steel manufacturers will generally not be affected much.
However, people in the industry also pointed out that if the situation of intense power consumption in the later period is intensified, the production of some companies may be affected.
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