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Power generation
Due to the blind development momentum of the industry, and the high cost of electricity, the two industries of yellow phosphorus and zinc smelting eventually became the implementation targets of differential electricity prices. According to the data, in 2005, the production capacity of yellow phosphorus was 2.2 million tons, the demand was 600,000 tons, the demand for zinc smelting was 3.2 million tons, the production capacity was 4 million tons, and the capacity under construction was 3.2 million tons. The production capacity was far greater than the demand. At the same time, there are a large number of process equipments that are restricted by industrial policies or required to be phased out in both industries. It is urgent to implement policy adjustments and guidance such as differential electricity prices to promote industrial structure upgrading. Liu Jun, a researcher at Everbright Securities, calculated the account for the reporter. Taking Huang Pho as an example, for every ton produced, it needs to consume 14,000 to 15,000 kWh, and zinc smelting consumes 3,500 kWh per ton.
Yuan Xiaomei, a researcher at Orient Securities, said that the improvement of differential electricity prices is aimed at curbing the demand for electricity in high-energy-consuming industries. After the increase in electricity prices, the electricity consumption of large-scale enterprises will be relatively reduced, which will indirectly affect the supply and demand of electricity and bring indirect conductivity to power generation enterprises. influences. She also reminded that the government has recently introduced guidelines for accelerating the development of new energy. "In the next 15 years, the state will invest trillions of yuan to accelerate the construction of renewable energy such as wind energy, and grid companies will implement electricity tariffs with increased differential electricity prices. As a government fund turned over to the central government, its investment is likely to be in the new energy field."
Listed companies are not restricted
The published list of high-energy-consuming industries with differential electricity prices shows that most of the listed companies in the yellow phosphorus and zinc smelting industries do not have the capacity to be eliminated, and the construction period has not entered the differential electricity price limit before the national deadline. .
For the yellow phosphorus industry, the NDRC only lists the production companies with a capacity of 1,000 tons/year as the elimination category. Liu Jun said that the main listed companies such as Malone, Xingfa Group and Chengxing, which produce yellow phosphorus in China, have more electric furnace capacity. At 5,000 tons/year or more, it is far higher than the elimination standard. At the same time, Chengxing Co., Ltd. built its own thermal power plant in Xuanwei, Yunnan Province. In the self-built hydropower plant in Maitreya, it can basically achieve self-sufficiency in electricity consumption. Xingfa Group Also built a hydropower plant in Hubei, which can meet more than 40% of the electricity demand, and the electricity limit is better.
For zinc smelting enterprises, the restricted category is a single series of 100,000 tons/year scale zinc smelting projects built after May 1, 2004. According to the report of Everbright Securities Research Institute, according to this standard, the four companies with zinc smelting capacity listed in the current A-share market, such as Jinlingnan, Hongda, Chihong, Zinc and Zhuye, are not included in this range. Will not be affected.
Accelerate the upgrading of industrial structure
Although listed companies can safely be outside the regulation of the New Deal, it is fatal to increase the implementation of differential electricity prices for the backward enterprises in the two industries. Some researchers said that the New Deal will eliminate backward production capacity, promote the optimization and upgrading of industrial structure, accelerate the integration process of the industry, and bring positive benefits to listed companies.
China is the world's largest producer and exporter of yellow phosphorus, with an annual production capacity of about 1.25 million tons, accounting for 83% of the world's total capacity. In 2005, it exported 99,300 tons of yellow phosphorus, accounting for 46.9% of the world's trade volume. However, China does not have international yellow. The pricing power of phosphorus.
Liu Jun told reporters that the main reason is that China's yellow phosphorus production capacity is distributed in more than 100 enterprises, and the average production capacity of the plant is only 10,000 tons/year, which is difficult to exert the scale effect. All enterprises are competing to suppress prices. While the cost is rising, the price continues to fall. After the implementation of the differential electricity price, the NDRC’s policy can use price leverage to quickly eliminate backward production capacity, curb the blind development of high-energy-consuming industries, and accelerate the industry. Integration, for listed companies with scale and technological advantages, the need to eliminate backward production capacity and integrate the industry without price war.
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Differential electricity price new policy boosts the scale effect of listed companies
According to the "Shanghai Securities News" from October 1st, the implementation of the differential price increase standard of the elimination of enterprises to increase the price of 1 cent, limit the price increase of 3 cents, while, followed by electrolytic aluminum, ferroalloy, calcium carbide, caustic soda, cement After the six industries of steel and steel, the two industries of yellow phosphorus and zinc smelting have also recently been included in the implementation field of the “Opinions on Improving the Differential Electricity Price Policy†issued by the National Development and Reform Commission. Researchers from relevant industries said that the improvement of the differential electricity price policy emphasizes the policy orientation of energy conservation and consumption reduction, and the price leverage will benefit the listed companies in the yellow phosphorus and zinc smelting industries.