Last winter, a rare electricity shortage broke out in several southern provinces at the end of the year. In the cold winter, many cities experienced insufficient power supply, which had a great impact on the life of citizens and the production of enterprises.

This year, winter has not yet come, it is still autumn. However, many southern provinces have begun to issue notices one after another about power outages.

For example, Guangdong Dongguan, Zhongshan, Huizhou, Foshan and other important industrial towns have now begun to cut power and stop production.

Some factories in Dongguan have generally received notices of opening two and five, while some small and micro enterprises have opened one and stopped six.

In Zhongshan, enterprises below designated size open one stop for six, above designated size open two times and stop five, and high-end premium insurance enterprises open four times and stop three.

In Foshan and Huizhou, large and small enterprises have been notified of power cuts and production suspensions, which has caused problems for the production of enterprises.

According to the notice of Guangdong Power Grid, the "open two, stop five" power curtailment measures will be implemented from September 16. During the off-peak period, the security load is kept below 15% of the total load, and the off-peak time is 7:00-23:00. If you do not cooperate, you will face a 10-day seizure!!!

Not only enterprises in many places in Guangdong have started to cut power, but some thermal power plants, printing and dyeing plants, chemical plants, chemical fiber factories and other high-energy-consuming enterprises in Zhejiang have also experienced power cuts.

And some enterprises in some areas of Jiangsu are also generally required to open two stops.

Even border provinces such as Yunnan have recently issued a clear notice to strengthen the production control of the industrial silicon industry to ensure that the average monthly output of industrial silicon enterprises from September to December is not higher than 10% of the August output (that is, a 90% reduction in production).

Before the peak season of electricity consumption in winter, these southern provinces began to cut electricity earlier this year in autumn. What is the reason?

It can be explained by the words "double control of energy consumption".

On September 16, the National Development and Reform Commission issued the "Plan for Improving the Dual Control System of Energy Consumption Intensity and Total Volume", which provides a more complete indicator setting and decomposition implementation mechanism for "Dual Control of Energy Consumption", and resolutely controls high energy consumption and high emission projects. , Strictly implement the energy-saving review system.

"Dual control of energy consumption" mainly stems from the target assessment of the dual control system of energy consumption intensity and total amount at the Fifth Plenary Session of the 18th CPC Central Committee. However, with economic growth and the recovery of the epidemic economy, some regions with rapid economic growth and high development quality are difficult to achieve the total energy consumption target.

In August this year, the National Development and Reform Commission released the "Barometer of Completion of Energy Consumption Dual Control Targets in Each Region in the First Half of 2021". It is clearly pointed out that the energy consumption intensity of Qinghai, Ningxia, Guangxi, Guangdong, Fujian, Xinjiang, Yunnan, Shaanxi, and Jiangsu 9 provinces (autonomous regions) in the first half of the year did not decrease but increased, and they were first-level warnings; Zhejiang, Henan, Gansu, Sichuan, Anhui, The 10 provinces of Guizhou, Shanxi, Heilongjiang, Liaoning, and Jiangxi failed to meet the progress requirements in the reduction rate of energy consumption in the first half of the year, and were classified as second-level early warning.

It can be said that under the pressure of early warning at the national level, these provinces listed as first and second warning are facing pressure to control energy consumption in the last few months of this year.

The easiest way to control energy consumption is to reduce or stop power supply to the enterprise, and use this method to achieve the goal of "double control of energy consumption".

Of course, with such a simple and crude approach, some companies will suffer losses and have some opinions.

But what can be done?

It is obviously unrealistic to go to the trouble of the power supply company. It's an "electric tiger," a business isn't.

Since the beginning of this year, due to the support of policies and the promotion of the national "3060 dual carbon" strategic goal, the price of photovoltaic industry materials has been in an upward channel. Now many provinces have begun to choose to limit power to enterprises, which to some extent has brought new price hikes to photovoltaic materials that are already on the rise.

In particular, Yunnan, Shaanxi, Jiangsu and other provinces and cities are major provinces in the production of silicon materials and components in the photovoltaic industry chain. Now these provinces are listed on the first-level warning list of "double control of energy consumption". Under the circumstance that enterprises are generally limited by electricity, the production of photovoltaic materials such as silicon materials and modules will inevitably be affected, and the supply will inevitably be reduced.

At the same time, these months at the end of the year are the peak season for photovoltaic installations, and the demand for photovoltaic materials is great. Under the impact of the latest round of power outages, the prices of photovoltaic materials such as polysilicon, silicon wafers, cells, and modules are likely to face pressure from a new round of price increases.