Recently, Sichuan, Jiangsu, Zhejiang, Anhui and other provinces across the country have been affected by the continuous high temperature, and the electricity consumption has soared, and the electricity load has continuously hit new highs.
Affected by the record-breaking high temperature and the surge in electricity load, power outages have "sweeped back", and photovoltaic companies in some areas have "pulled off" and stopped work, and related production capacity has been limited.
On August 14, Tongwei Co., Ltd. (600438.SH), the leader of photovoltaic silicon materials, received a notice of production power curtailment, saying that the company's production of silicon materials and cells in Sichuan would be affected to some extent.
A relevant person of Tongwei Co., Ltd. said in an interview with the first financial reporter today: "The power outage plan is still being communicated, and currently it is actively cooperating with the relevant departments to request an orderly adjustment of the load. As the subsequent power situation eases, the company's electricity consumption will return to normal levels. "
Tongwei Co., Ltd. mainly covers the production of photovoltaic upstream silicon materials and midstream solar cell production. The company's silicon material production bases are located in Leshan, Sichuan, Baotou, Inner Mongolia, and Baoshan, Yunnan; cell production bases are located in Sichuan Shuangliu, Sichuan Jintang, Sichuan Meishan, and Anhui. Hefei.
In fact, not only enterprises in Sichuan are affected by high temperature power curtailment, but also related photovoltaic enterprises in Jiangsu are affected by high temperature power curtailment.
An executive of a photovoltaic company with production capacity in Jiangsu told Yicai.com, "Last Friday, our factory was closed again, and there was a closure a few days earlier. After understanding, it is indeed the entire park. The power load monitored by the internal transformer is relatively high, so the switch is directly turned off. However, this power cut is not only the reason for the high temperature, but also the dual control of energy consumption and 'gold nine silver ten' is also an influencing factor."
"We say 'Golden Nine Silver Ten' in the industry, that is, the peak period of rushing goods. All factories are rushing goods, and we hope to make a perfect ending before the end of this year. At this time, the power cut has a great impact on the industry. Last year, we The production capacity of solar panels is also affected by power outages. For example, if a workshop stops for one day, the production loss of four containers is a huge loss. For a factory, the loss of one day of downtime is not only the As simple as labor wages, the more important thing is the loss of production capacity and value.” The executive further told the first financial reporter, “For the time being, the impact of power cuts in our factory this year is relatively small, so far the factory has been shut down for two days. , because our own industrial and commercial plants are equipped with solar panels, the local government has a consideration, if there is a green energy alternative, it will try to reduce the power rationing.”
According to the SMM survey of Shanghai Nonferrous Metals Network, at present, Changzhou, Nanjing, Nantong and other regions in Jiangsu have received notices of power curtailment one after another.
Southwest Securities pointed out in the latest research report: "Recently, some battery companies in Jiangsu and Zhejiang have been affected by high temperature power cuts, and the shortage of large-size battery production capacity has intensified." necessary."
On the other hand, due to the impact of high temperature power curtailment, photovoltaic and energy storage, as low-carbon "green energy", have increased market demand instead.
The first financial reporter learned that the main reason why photovoltaic power generation has become a new choice for enterprises is that photovoltaic power generation does not depend on the national grid. Industrial and commercial enterprises can save electricity expenses by installing photovoltaics for their own use.