Notice! Nearly 5,000 companies are facing crisis! The manufacturing industry is greatly affected! El
- Author:sofreight.com
- Release Date:2022-08-25
Since the beginning of this year, orders transfer because of the epidemic has made many factories feel helpless, but the disaster is not alone. Recently, the power limit policy caused by high temperature has quietly struck. The blow is not small.
The power limit is extended, and nearly 5,000 companies are affected
Recently, due to extreme high temperature weather and other reasons, Sichuan Industrial Enterprises have attracted great attention from the industry. Earlier, the relevant departments issued a notice that the power limit period was limited from August 15th to 20th.
However, because high temperature weather has not improved significantly, Sichuan Electric Power Company extended the power limit period to 25 days, causing the total length of electricity to extend to 11 days.
Since 2018, the weaving capacity of Jiangsu and Zhejiang has begun to transfer to the peripheral areas. In addition to northern Jiangsu, Anhui and other places, Sichuan has also received many weaving capacity as a large population province, especially some textile giants. The number of planes is tens of thousands. In the past two days, the enterprise had to do a good job of production suspension.
In addition to Sichuan, electricity consumption in Jiangsu and Zhejiang is also limited.
At present, the Jiangsu and Zhejiang region also encounters rare continuous high temperatures to ensure that residents' electricity consumption is also a top priority. There are so many total electricity, and even the amount of water and electricity power is reduced due to drought (the power of Sichuan at this time can be exported out), and the total power generation has decreased. After residents' electricity increases, industrial electricity will naturally be insufficient.
However, August was originally the off -season of the textile industry. At this time, it was the time to accumulate inventory and prepare for the autumn and winter market. Affected by the market this year, whether it is weaving and dyeing and dyeing, it is the lowest in recent years.
The factory industry chain is blocked
As Sichuan Province is a key area in the integrated circuit industry in the central and western regions in my country, it has encountered different degrees of influence in the fields of sealing, display, and photovoltaic. In addition to Sichuan, Jiangsu was affected by sustainable high temperature weather, and the use of electricity loads has been running at a high level.
It is reported that the laptop supply chain has set up factories in Sichuan and Jiangsu. Sichuan is mainly Chongqing and Chengdu, and Jiangsu is mainly based on Kunshan and other places. This time, Sichuan's power limit has once again affected the laptop industry chain companies such as Guangda, Renbao, and Weichuang.
It is reported that Nanjing, Xuzhou and other places in Jiangsu have begun to take turns peak production electricity. For example, companies located in the Nanjing Economic and Technological Development Zone, some production lines have taken turns intermittently. state.
In terms of industrial parks, Xuzhou Industrial Park stated that many enterprises have received notifications from power restrictions and are expected to execute in turns to produce electricity.
Although there will be a delayed shipment effect after the order of the order in the future, the laptop market has become weak recently. Although the manufacturer is busy selling inventory, "the unstable power supply of the factory is even more hurt." Once it is collected, the basic expenses such as manpower and other basic expenses still have to be afforded.
According to industry insiders, "The market conditions are poor now. Once the factory is out of power, there is no production, and there are almost no so -called deferred orders in the future. The revenue gap is not available." Seal control.
Rising raw material prices
In addition to the impact of electricity limit, the high price of raw materials has also made the factory difficult, especially the textile industry.
According to Bloomberg, due to abnormal high temperature and drought, global cotton prices have risen by 30%, the highest since 2011. At present, India, a leading country in the world, also needs to import cotton.
It is reported that the United States is the world's largest cotton exporter (33%), and Brazil is the second largest exporter (17%). But recently, due to the climate of the United States and Brazil, the cotton output has decreased greatly
According to the Brazilian Agricultural Organization ABRAPA, Brazil's arid weather has led to about 200,000 tons of cotton dying, and it is expected to drag the country's next season of yield. Bom Futuro, one of Brazil's largest cotton producer, predicts that the output is 27%from the previous quarter. The group's cotton planting area accounts for about 10%of Brazil.
At the same time, cotton production in the United States is expected to drop by 28%to the lowest level in the past 12 years, and cotton inventory in the United States is expected to fall to a historical low.
The U.S. government has previously estimated that global demand will decline due to the decline in clothing procurement and economic slowdown, especially decline in Europe and Asia may be particularly obvious.
However, Hedgepoint Global Markets Advanced Relations Manager Andy Ryan believes that all signs indicate that the downward pressure on the cotton supply side is far greater than the demand side.With the decline in cotton output, cotton prices in the next few months will "rise sharply."
The power limit is extended, and nearly 5,000 companies are affected
Recently, due to extreme high temperature weather and other reasons, Sichuan Industrial Enterprises have attracted great attention from the industry. Earlier, the relevant departments issued a notice that the power limit period was limited from August 15th to 20th.
However, because high temperature weather has not improved significantly, Sichuan Electric Power Company extended the power limit period to 25 days, causing the total length of electricity to extend to 11 days.
Since 2018, the weaving capacity of Jiangsu and Zhejiang has begun to transfer to the peripheral areas. In addition to northern Jiangsu, Anhui and other places, Sichuan has also received many weaving capacity as a large population province, especially some textile giants. The number of planes is tens of thousands. In the past two days, the enterprise had to do a good job of production suspension.
In addition to Sichuan, electricity consumption in Jiangsu and Zhejiang is also limited.
At present, the Jiangsu and Zhejiang region also encounters rare continuous high temperatures to ensure that residents' electricity consumption is also a top priority. There are so many total electricity, and even the amount of water and electricity power is reduced due to drought (the power of Sichuan at this time can be exported out), and the total power generation has decreased. After residents' electricity increases, industrial electricity will naturally be insufficient.
However, August was originally the off -season of the textile industry. At this time, it was the time to accumulate inventory and prepare for the autumn and winter market. Affected by the market this year, whether it is weaving and dyeing and dyeing, it is the lowest in recent years.
The factory industry chain is blocked
As Sichuan Province is a key area in the integrated circuit industry in the central and western regions in my country, it has encountered different degrees of influence in the fields of sealing, display, and photovoltaic. In addition to Sichuan, Jiangsu was affected by sustainable high temperature weather, and the use of electricity loads has been running at a high level.
It is reported that the laptop supply chain has set up factories in Sichuan and Jiangsu. Sichuan is mainly Chongqing and Chengdu, and Jiangsu is mainly based on Kunshan and other places. This time, Sichuan's power limit has once again affected the laptop industry chain companies such as Guangda, Renbao, and Weichuang.
It is reported that Nanjing, Xuzhou and other places in Jiangsu have begun to take turns peak production electricity. For example, companies located in the Nanjing Economic and Technological Development Zone, some production lines have taken turns intermittently. state.
In terms of industrial parks, Xuzhou Industrial Park stated that many enterprises have received notifications from power restrictions and are expected to execute in turns to produce electricity.
Although there will be a delayed shipment effect after the order of the order in the future, the laptop market has become weak recently. Although the manufacturer is busy selling inventory, "the unstable power supply of the factory is even more hurt." Once it is collected, the basic expenses such as manpower and other basic expenses still have to be afforded.
According to industry insiders, "The market conditions are poor now. Once the factory is out of power, there is no production, and there are almost no so -called deferred orders in the future. The revenue gap is not available." Seal control.
Rising raw material prices
In addition to the impact of electricity limit, the high price of raw materials has also made the factory difficult, especially the textile industry.
According to Bloomberg, due to abnormal high temperature and drought, global cotton prices have risen by 30%, the highest since 2011. At present, India, a leading country in the world, also needs to import cotton.
It is reported that the United States is the world's largest cotton exporter (33%), and Brazil is the second largest exporter (17%). But recently, due to the climate of the United States and Brazil, the cotton output has decreased greatly
According to the Brazilian Agricultural Organization ABRAPA, Brazil's arid weather has led to about 200,000 tons of cotton dying, and it is expected to drag the country's next season of yield. Bom Futuro, one of Brazil's largest cotton producer, predicts that the output is 27%from the previous quarter. The group's cotton planting area accounts for about 10%of Brazil.
At the same time, cotton production in the United States is expected to drop by 28%to the lowest level in the past 12 years, and cotton inventory in the United States is expected to fall to a historical low.
The U.S. government has previously estimated that global demand will decline due to the decline in clothing procurement and economic slowdown, especially decline in Europe and Asia may be particularly obvious.
However, Hedgepoint Global Markets Advanced Relations Manager Andy Ryan believes that all signs indicate that the downward pressure on the cotton supply side is far greater than the demand side.With the decline in cotton output, cotton prices in the next few months will "rise sharply."