Electrolytic aluminum companies will accept "electricity price penalties"
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Implement a ladder price industry or face shuffling
As an important industry in the industry, electrolytic aluminum has always been a major energy consumer in China, and one of the most serious industries in China. In October this year, the State Council issued the "Guiding Opinions on Resolving the Severe Overcapacity of Production Capacity" (hereinafter referred to as "Guiding Opinions"), and named the steel, cement, electrolytic aluminum, flat glass, ship and other industries with severe overcapacity, and deployed to resolutely curb blindness. expansion.
The "Notice" clearly stated that according to the actual level of electricity used by electrolytic aluminum enterprises in the previous year, the price of electricity was determined by binning. The liquid current consumption of aluminum liquid electrolysis is not higher than 13,700 kWh per ton, and the normal electricity price is implemented; higher than 13,700 kWh per ton but not higher than 13,800 kWh, the price of electricity increases by 0.02 yuan per kWh; higher than 13800 per ton In kilowatt hours, the price of electricity increases by 0.08 yuan per kWh.
It is understood that in 2013, the domestic electrolytic aluminum industry's electricity consumption per ton of aluminum was around 13762 degrees, and the average industry cost was 15,240.32 yuan / ton. Under the current normal electricity price conditions, there were still 11.666 million tons of loss-making capacity, and the industry's loss rate reached 44.46%. For every additional penny, the production cost of the enterprise will increase by about 138 yuan / ton.
This is undoubtedly worse for the electrolytic aluminum industry, where the profit margin is already small. "If the ladder price is truly implemented, the company's loss will increase greatly. More companies will join the suspension of production next year, and the industry will face reshuffle," said Zhang Meng, an analyst at Zhuo Chuang.
Correcting electricity price preferential production cost doubled
Since the beginning of this year, Henan, Shanxi and other provinces are actively applying for direct purchase electricity policy, and some aluminum enterprises in Shanxi have reached a direct purchase agreement with local power plants. The price of electricity is between 0.05 and 0.1 yuan/kW. In addition, some provinces in the southwestern region are accustomed to adopting tariff subsidies and tax rebates to help aluminum companies reduce production costs.
The "Notice" stipulates that all localities should regulate the direct trading of electricity between electrolytic aluminum enterprises and power generation enterprises. If the aluminum liquid electrolysis AC power consumption is higher than 13,700 kWh per ton or the energy conservation assessment target is not completed, it shall not be directly traded with the power company; if it is not higher than 13,350 kWh per ton, the relevant departments of the provincial people's government shall give priority to supporting it. Participate in direct electricity trading.
The "Notice" also stressed that localities should not reduce the price of electricity for electrolytic aluminum enterprises by themselves, and those that have already implemented electricity price concessions should be corrected immediately. At the same time, it is necessary to strictly implement the relevant regulations on the collection of government funds, additional and system backup fees for the self-supplied power of self-supplied power plants of electrolytic aluminum enterprises, and shall not reduce or exempt them.
According to industry insiders, this indicates that the local government should not give any price to the electrolytic aluminum company any more, and leave the production capacity to the market to optimize the industrial structure. "If this policy implementation will stop the above behavior from the source, this will definitely increase the production cost of the enterprise." Zhang Meng said.
How to implement the ladder price policy becomes the key
The National Development and Reform Commission said that the implementation of the ladder price of electricity to electrolytic aluminum enterprises, the purpose is to use price levers to speed up the elimination of backward electrolytic aluminum production capacity, reduce excessive consumption of resources, and promote structural adjustment of the electrolytic aluminum industry. In the next step, the NDRC and relevant departments will, in accordance with national macro-control and industrial adjustment needs, promote in other industries in a timely manner, promote industrial transformation and upgrading, and promote sustained and healthy economic development.
However, in the process of policy implementation, the industry believes that there are certain difficulties. According to media reports, according to the rough statistics of Shanghai Nonferrous Metals, in the current operating capacity of electrolytic aluminum, the actual self-adjustment space of the enterprise is also relatively large. It is difficult to calculate the actual aluminum liquid integrated AC when the definition is not very clear. Consumption, companies that can be implemented differential electricity prices in the future are expected to be more limited.
Zhang Meng also believes that the "Notice" has only been explained from the policy level, and there is no clear way to implement it. If the enterprise reports power consumption independently, there must be room for operation.