Under the policy of “dual energy consumption control”, many provinces including Jiangsu, Zhejiang, Shandong, Guangxi, Yunnan, etc. began to curtail electricity and production, and a large number of foundry enterprises were affected. After finally getting through the “dual control of energy consumption”, news of a new round of production suspension and production restriction suddenly came from many places across the country, this time putting more pressure on the foundry industry.
Notice from the two departments of Shanxi Province: From January 1, 2022 to March 31, 2022, the , Refractories, ceramics, lime, cement clinker and grinding stations) and other key gas-related industries implement peak shift production in autumn and winter. Staggered production methods are mainly based on stopping production lines or main production processes (equipment). Companies in industries that can interrupt processes are implemented in rotation, and production lines or production processes that cannot be interrupted are implemented by adjusting production loads throughout the fall and winter.
Ningxia Autonomous Region issued a document: From December 1, 2021 to March 10, 2021, steel, ferroalloy, calcium carbide, foundry, coking and other enterprises will be subject to actual production restrictions or suspension of production by each city.
The Shandong Provincial Government Information Office held a press conference to interpret the “Shandong Province 2021-2022 Comprehensive Air Pollution Control Action Plan”. The reporter learned from the meeting that when the unfavorable weather process comes, our province is studying the way to release the “sport blue” index to remind the majority of primary and secondary school students and kindergarten children to suspend outdoor sports activities.
Hou Cuirong, deputy director and spokesperson of the Provincial Department of Ecology and Environment, introduced that the “plan” proposed a comprehensive and dynamic investigation of all “two highs” projects, and investigate and deal with violations of regulations and construction of the “two highs” projects without approval. Accelerate the promotion of clean heating, carry out loose coal treatment actions, and classify areas that have completed clean heating renovations and operate stably as high-polluting fuel ban areas in accordance with the law. The 7 transmission channel cities will strive to achieve all necessary changes in 2022, and basically build a coal-free zone. Intensively carry out comprehensive inspection and random testing of boilers and kilns, urge rectifications that cannot stabilize emissions that meet the standards, complete the shutdown and elimination of coal-fired boilers with 35 steaming tons/hour and below, and ban coal-fired hot blast stoves, coal-fired heating furnaces, and heat treatment furnaces , Drying furnaces, etc. switch to industrial waste heat or electricity, and promote the conversion of cupolas in the foundry industry to electric furnaces of 10 tons/hour and below, and the cupolas in the rock wool industry.
The Ministry of Industry and Information Technology and the Ministry of Ecology and Environment jointly follow: From January 1, 2022 to March 15, 2022, in principle, the ratio of staggered production of steel enterprises in the relevant regions (Beijing-Tianjin-Hebei and surrounding areas) shall not be lower than the same period of the previous year’s crude steel 30% of output. The implementation plan of staggered production in each city shall be based on the shutdown of specific blast furnace equipment, and shall not be replaced by load-reducing production methods.
Affected by the above policies, in the first quarter of next year, the production of enterprises in the foundry industry will inevitably endure more pressure. In addition, the recent rebound in the prices of black products such as iron ore will also drive the increase in the cost of the foundry industry.