How big is the impact of Sichuan's first-level emergency response to energy supply guarantee?

Release time:2022-08-30

    The extreme high temperature weather since July has led to a particularly severe situation of power supply guarantee in Sichuan, a large hydropower Province, this summer.


    Recently, Sichuan Province issued an emergency notice to expand the scope of industrial enterprises' power supply to the people, which was expected to last from August 15 to 20. On August 21, Sichuan launched the highest level emergency response for energy supply guarantee for the first time. From August 22 to 23, a number of listed chemical companies once again announced relevant power limitation and shutdown.


    Lier chemical announced in the morning of August 22 that the company's production bases in Mianyang and Guang'an, Sichuan Province have recently received the notice of production power limitation. Affected by the shortage of power supply, the above two bases have actively implemented the relevant policies and instructions of the local government and started to stop production on August 15 (only the security load is reserved). A few days ago, the two bases received another notice to extend the production power limit (only the security load) to August 25.


    According to the announcement, the company's other production bases outside Sichuan Province are generally limited in film production. In view of the fact that the accumulated time of large-scale production and power limitation in Mianyang and Guang'an bases will reach 11 days, it will have a certain adverse impact on the company's business performance.


    Guoguang announced again on the afternoon of August 22 that after receiving the notice from relevant departments, Runer Technology continued to temporarily suspend production from 0:00 on August 20 to 24:00 on August 25 because the power supply shortage has not been eliminated. At the same time, Chongqing Yier Shuangfeng Technology Co., Ltd., a wholly-owned subsidiary of the company located in Yongchuan District of Chongqing, was also temporarily suspended from zero o'clock on August 17 to 24 o'clock on August 24 due to the shortage of local power supply.


    According to the announcement, the company has sufficient stock at present. In order to meet the demand of temporary orders, the company uses its own power supply to temporarily supplement the urgently needed products. The temporary shutdown of runer technology and Yier Shuangfeng due to power supply will not have a significant adverse impact on the company's operating performance.


    Guoguang announced on the 15th that Runer Technology received a notice from the relevant departments and temporarily stopped production from 0:00 on August 15 to 24:00 on August 20 due to the tight power supply.


    Hebang biological announced on the 22nd that the company's production base in Wutongqiao District, Leshan City, Sichuan Province, would stop production on August 15, from 0:00 on August 15 to 24:00 on August 25.


    According to Hebang bio, in view of the extreme weather this year, the company's limited power has led to temporary shutdown, which is expected to reduce the output of soda ash by about 105200 tons, the output of ammonium chloride by about 105200 tons, the output of PMIDA by about 8200 tons, and the output of methionine by about 2900 tons.






foot