Starting from January 1, electricity prices in major chemical provinces such as Shandong and Jiangsu have risen by 70%

Starting from January 1, 2022, electricity prices in many regions will rise by up to 70%.

Recently, JiangsuThe Provincial Development and Reform Commission issued the "Notice of the Provincial Development and Reform Commission on Further Deepening the Market-oriented Reform of the Market-oriented Electricity Price of Coal-fired Power Generation",The peak and valley periods of industrial electricity consumption have been adjusted, and peak electricity prices have been launched in summer and winter.

According to the document,2022YearStarting from January 1,rightLarge industrial electricity consumption of 315 kV and above will implement peak electricity prices in summer and winter.each yearFrom July to August, when the daily maximum temperature reaches or exceeds 35 degrees Celsius, 10:00-11:00 and 14:00-15:00 will be implemented, and the peak electricity price in the summer will be adjusted to the regular period. From December to January of the following year, when the daily minimum temperature reaches or is lower than -3 degrees Celsius, 9:00-11:00 and 18:00-20:00 will be implemented, and the peak electricity price in the winter will be implemented.The peak electricity prices in summer and winter are based on the peak electricity prices and the floating20%。

It is reported that Jiangsu Province once this yearIn October, the electricity price increase notice was issued. According to the peak-to-valley time-sharing electricity price fluctuation ratio table in Jiangsu Province, the peak period electricity price = market transaction electricity purchase price (or average grid enterprise agent power purchase average electricity price) * (1+Upward ratio), upward ratio during peak periods of large industrial electricity consumption71.96%, it can be seen that the peak electricity price of large industries = peak electricity price* (1+20%) = market transaction electricity purchase price (or average grid enterprise purchasing power agent) * (1+71.96%) * (1+20%) = 2.06* market transaction electricity purchase price (or average grid enterprise purchasing power agent purchasing power agent).That is, the electricity price during peak periods of large industries is the market transaction price2.06 times more!
Starting from January 1, 2022, electricity prices in many regions will rise by up to 70%.

In addition to Jiangsu, a major chemical province that raised electricity prices twice, several provinces and cities have recently issued documents to compare peak and valley electricity prices differentlyThe number of policies has been raised fromImplementation will begin on January 1, 2022.

Gansu: Power consumption rises during peak hours50%

sinceJanuary 1, 2022From the beginning of the day, residents and agricultural production users who implement catalog sales electricity prices in Gansu Province,The electricity consumption standards during peak periods are based on the flat-section standards50%, the trough period standard floats by 50% based on the flat standard.

Hainan: Strengthen the implementation of peak and valley time-sharing electricity price mechanism

It is required to strengthen the implementation of peak-to-valley time-sharing electricity price mechanism, including expanding the implementation scope of peak-to-valley time-sharing electricity price, canceling the planned electricity policy during peak periods,Improve the peak-to-valley time-sharing electricity price policy for electric vehicle charging and swapping facilities, establish a dynamic adjustment mechanism for peak-to-valley time-sharing electricity prices, and improve market-oriented electricity usehousehold implementation methods and other measures. The adjusted peak and valley electricity price policy is fromImplemented from January 1, 2022.

Jiangxi: Floating up the peak50%, the peak is floating 20% on the peak basis

Electricity prices rise during peak hours50%, the electricity price during peak period rises by 20% based on peak period electricity price.Lower electricity prices50%. Market trading power users are floating based on the monthly purchase price (including electricity energy trading price, transmission and distribution price). Government funds, additional and capacity (demand) electricity prices will not participate in the floating. Industrial, commercial and other power users of 10 kV and above will be implemented from January 1, 2022. Starting from January 1, 2024, all industrial and commercial and other electricity users will implement time-sharing electricity prices.

Shanxi: Floating up the peak60%, the peak is floating 20% on the peak basis

According to Shanxi ProvinceThe peak-to-valley difference rate of the force system, new energy consumption and system regulation capabilities, etc., adjust the peak-to-valley price difference to3.6：1，That is, the electricity price during peak period rises on the basis of the electricity price during normal periods60%，The electricity price during the trough period is lower than the normal period55%，Electricity prices during peak hours rise on the basis of electricity prices during peak hours20%。Implement peak electricity price policies for large industrial power users every winter and summer, including winterJanuary and December 17:00-20:00; July and August 18:00-20:00 are peak hours.Electricity prices during peak periods rise on the basis of electricity prices during peak periods20%，sinceImplemented from January 1, 2022.

Yunnan: Floating during peak hours50%, the peak is floating 20% on the peak basis

sinceJanuary 1, 2022to ensureThe time-sharing electricity price policy will be fully implemented before June 30, 2022. The peak-to-valley price difference of the time-sharing electricity price remains at the current 1.5:0.5. Among them, the users who are purchasing electricity by power grid companies, based on the price of purchasing electricity by power grid companies.Electricity prices during peak periods rise on the basis of normal periods50%，The electricity price drops during the valley period50%; the market trading electricity is based on the electricity energy transaction price of the month.Electricity prices rise during peak hours50%，Electricity prices fall in valley period50%; Government funds, surcharges and basic electricity bills do not participate in the floating.

Every yearJanuary, May, November、In December, peak electricity prices will be implemented for 2 hours every day from 10:30 to 11:30, 18:00 to 19:00.The electricity price level rises again on the basis of the peak period of this month20%。The execution range of peak electricity prices is consistent with the execution range of peak and valley time-sharing electricity prices.

Shandong: Floating up the peak50%, peaks rise 70%sinceJanuary 2022Starting from the 1st, Shandong Province's industrial and commercial electricity prices fluctuated between 50% and 170%. in:Peak hours: Floating50%; peak period: upwards of 70%;Lower time: downward50%, all on-site adjustment work should be completed before March 31, 2022.

From power supply and price increase, the test of chemical companies continues

When it comes to electricity usage, I believe everyone is concerned about the power cut-off caused by the emergency of dual energy consumption in my country and primary energy such as coal at the end of last year.Still fresh in memory. The shutdown and production restrictions caused by power outages have a huge impact.Unprecedented phenomena such as "open three and four" and "open six and one" have frequently occurred.

Then，National26 provinces, cities and regions have successively raised electricity prices, with a maximum increase of 80%. The largest peak-to-valley electricity price difference in 14 provinces and cities, including Beijing, Tianjin and Guangdong, has exceeded 0.7 yuan/kWh.In addition to the changes in peak and valley electricity price ranges, the electricity price ranges in many provinces also generally rose during peak and peak periods.

For a long time, our country"cityCoal and planned electricityThe pattern of "has always been the game of coal-fired power. Under the pressure of the "dual carbon" target, the rise in coal prices this year has made this contradiction more prominent. The supply of coal has driven the rise in electricity prices.However, the supply and price stability of coal did not bring about the highly anticipated decline in electricity prices.Looking at the current global energy crisis in coal, natural gas, oil and other energy sources, and the surge in natural gas in EuropeWith 800%, crude oil fluctuations at a high level, the primary energy crisis has not been resolved, and the tension in secondary energy such as electricity will be difficult to "remediately" in the short term.

Although many people will"Dual Control of Energy Consumption" is regarded as a year-end test, and the date of "dual Control and Double Limit" required in most notices also ends at 12The end of the month, but it does not mean that the global epidemic is severe and the energy crisis is2022 will suddenly improve.From power supply limit to supply and price increase,I don’t know whether the chemical industry, as a high-energy-consuming industry, should be grateful for the lack of worries about electricity use or the high prices.

It's not difficult to see,The aboveAreas where electricity prices rose on January 1, 2022 includeJiangsu, Shandong, Shaanxi, Shanxi, Yunnan and other regions are mostly important centers of the chemical industry, which will have a direct impact on tens of thousands of chemical companies in sub-sectors such as fine chemicals, coal chemicals, and phosphorus chemicals.

Just started in 2022The beginning of the show, the rise in electricity prices has already rushed to the storefront.For chemical companies, it is undoubtedly a blow.On the one hand, power shortage and price increase will increase the operating costs of enterprises and reduce the operating rate. On the other hand, the simultaneous increase in electricity prices by many major chemical provinces will also affect the operating rate, market inventory, procurement and sales of multiple sub-industrial chains.