Emission reduction wind sweeps the country or pulls up prices of related products
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Local governments need to abandon the idea of ​​political achievements and GDP first, take personal considerations for the interests of the people, and avoid wasteful resources in the process of energy conservation and emission reduction. In September, China’s “Eleventh Five-Year Plan†is coming to an end and “Ten The first five "energy-saving target assessment has entered the countdown phase. In order to complete the evaluation index of energy saving and consumption reduction, Jiangsu, Zhejiang, Shanxi, Hebei and other places have all cut off power and power, and some areas of “powerful consumers†have made “active dedicationâ€, and some have even paid a small price.
Mandatory "wind reduction"
Since the third quarter, all regions have been squeezing energy-saving and emission-reducing winds. Some analysts pointed out that some local governments have been maintaining the growth rate of GDP, and often relax the relevant standards for high-pollution, high-energy-consuming industries or companies, so as to maximize the guarantee of the operation of steel, cement, and chemical companies. Therefore, large-scale power cuts are rare.
According to the “Eleventh Five-Year Plan†requirements, the energy consumption per unit of GDP in China during the “Eleventh Five-Year Plan†period needs to drop by 20%. Statistics show that from 2006 to 2009, the energy consumption per unit of GDP has decreased by 15.61%. However, in the final year of the “Eleventh Five-Year Planâ€, the energy consumption per unit of GDP in the first half of the year rose but increased by 0.09% year-on-year. Obviously, in order to achieve the desired goals, various local governments in the second half of the year have to increase their tasks in energy conservation and emission reduction.
In August of this year, the Zhejiang Provincial Government issued a notice to expressly require all provincial and municipal governments to complete their respective annual targets by the end of the third quarter of this year, in order to ensure that the energy consumption per unit of GDP in the first three quarters of Zhejiang Province fell by more than 3.2% year-on-year. The notice stated that regional power curtailment measures should be taken in areas where high energy-consuming industries use inefficient growth control. Lu Zushan, the governor of Zhejiang Province, emphasized that with "iron determination, iron skills, and iron discipline," he went all out to fight for energy-saving and emission reduction. "Zhejiang will adopt economic, legal, and necessary administrative means to implement power-limiting measures for high-energy-consuming and highly-polluting enterprises," said Lu Zushan.
Jiangsu Province proposed that “where no energy-saving emission reduction tasks can be completed, the localities, units, enterprises, and their principals will be vetoed by one vote in terms of appraisal, advancement, and year-end appraisal incentives.†But Changzhou’s energy conservation efforts The person in charge of the office of the Leading Group frankly stated that “it is difficult to complete the initial target of reducing energy consumption per unit of GDP by 4.2% in 2010.†It is reported that from 2006 to 2009, the energy consumption per unit of GDP per unit of GDP in Changzhou decreased by 17.2% for a total of 4 years. However, the energy consumption per unit of GDP in the city in the first half of this year increased by 2.4% from the end of last year.
According to reports, the Sichuan Provincial Development and Reform Commission and the Sichuan Economic and Information Commission have jointly conducted a thorough cleanup of the province’s high-energy-consuming, high-emissions and overcapacity industrial construction projects. The specific industries include steel, cement, flat glass, coal chemical, and electrolytic aluminum. Wind power equipment manufacturing, polysilicon and other high energy-consuming industries. At the same time, it also requires that this year will no longer be approved, approved, record high energy-consuming, high-emission industries to expand capacity projects.
Traditional provinces and cities such as Hebei Province and Shanxi Province, which consume large amounts of energy, have adopted power-reduction measures for high-energy-consuming enterprises. Among them, Anping County, Hebei Province, in order to complete the goal of saving energy and reducing consumption, even limiting the use of electricity at the same time, which was subject to public criticism of the National Development and Reform Commission.
Pulling up the price of products It is precisely because of the sudden wind of energy conservation and emission reduction that the prices of steel and cement that have been affected have risen sharply.
“Emissions reduction has a positive impact on the domestic steel market.†Associated Metals analyst Hu Yanping told the “International Financial News†reporter that “just last week, after the news that the steel mills in Hebei Province had been suspended for one month The market responded positively and the willingness to subjectively pull up was very strong. Steel products such as billets and threads, and hot-rolled steel products rose sharply. In just two days, billets in the Tangshan area rose by 200-250 yuan/ton, and billet reached 4100 to 4150 yuan/. From September 5 to September 5, the closure of the library was observed in many areas.†The related report released yesterday by Haitong Securities also believes that “the steel mills that have limited power supply support have achieved better earnings in September.â€
Cement prices also embarked on a rising channel. It has been reported that the cement price in Zhejiang’s southern Zhejiang area has risen by RMB 80/ton since August 8. It has increased by nearly 30% compared with the previous period; cement prices in Jiangsu have also been raised by RMB 30-35 in mid-August. / Ton; Shanghai, driven by the surrounding price increase, the price was raised by 30 yuan / ton; Jiangxi Nanchang, Fuzhou, Jiujiang, Shangrao and other areas are raised prices 30-40 yuan / ton.
“As far as local governments are concerned, while driving steel stocks and cement stocks higher, the GDP growth rate in the second half of the year will inevitably be affected.†Some analysts wrote on the blog. There are industry insiders believe that "because of the heavy workload in the second half of energy-saving emission reduction, it is bound to shut down a series of 'two high' companies, which will make some of the local government's economic growth rate further decline."
Do not "move" the emission reduction "What we need is not the "sports type" of emission reduction methods, that is, to strengthen emission reduction in a period of time, but has relaxed the supervision of emission reduction for a period of time." Yesterday, China's value index Chief Researcher Cui Xinsheng told the "International Finance News" reporter, "First of all, it is the ordinary people who truly accomplish the goal of reducing emissions, which benefits the ordinary people. It cannot be considered entirely by the achievements of local governments. Second, the design of energy-saving emission reduction targets. It is also a contribution made by the transformation of China’s economic growth pattern. Therefore, it is difficult to say whether this extensive emission reduction method can achieve the expected results.â€
However, a relevant person in charge of a local government recently told the media that “current economic growth is not the most important issue. The problem is that China’s economic growth is still too fast. Controlling economic growth at a certain level will adjust energy structure and reduce energy consumption. Pai, and even economic restructuring, are all beneficial."
Cui Xinsheng also suggested that “energy-saving and emission-reduction is more importantly, the overall process between the forces of all parties and the resources of all parties should be coordinated. For example, in the process of energy-saving emission reduction and elimination of backward production capacity, the relevant departments may strengthen with the regulatory authorities, The judiciary jointly promotes the implementation of energy conservation and emission reduction. For some local governments, it is necessary to look at energy saving and emission reduction as a long-term implementation goal rather than as a short-term emergency.â€
In addition, analysts pointed out that local governments also need to abandon the idea of ​​political performance and GDP first, take personal considerations for the interests of the people, and avoid wasting resources in the process of energy conservation and emission reduction.