Power cut! Stop production! Recently, a number of listed companies announced that they would reduce the production capacity of industrial raw materials such as cement, calcium carbide, electrolytic aluminum and deformed steel in order to meet the requirements of regional "dual control of energy consumption". Affected by the reduction in supply, the prices of various industrial products rose to varying degrees, and some even rose by more than 40% within the week.
Many netizens doubt that "golden nine and silver ten" is in the peak production season. Isn't it "self abolishing martial arts" to turn off and limit power? What the hell is going on?
"Dual control of energy consumption" refers to the control of both energy consumption intensity (also known as energy consumption per unit of GDP, energy utilization efficiency when creating economic output value) and total energy consumption.
In 2015, the Fifth Plenary Session of the 18th CPC Central Committee proposed "dual control of energy consumption", which aims to save energy, reduce pollutants and greenhouse gas emissions from the source, force the transformation of economic development mode and improve the level of green development. In addition, "dual control of energy consumption" can also better ensure national energy security.
In fact, since the eleventh five year plan, China has taken the reduction of energy consumption per unit of GDP as a binding indicator. During the 12th Five Year Plan period, China proposed to reasonably control the total energy consumption. In the outline of the 13th five year plan, this indicator is more detailed as follows: the national energy consumption per unit GDP is 15% lower than that in 2015, and the total national energy consumption will be controlled within 5 billion tons of standard coal in 2020.
The core indicator of "dual control of energy consumption" is the energy consumption intensity as an efficiency indicator, which is closely related to the regional industrial structure, technical capacity and development stage. It is an important yardstick to measure high-quality development.
During the 13th Five Year Plan period, all localities completed the five-year goal of "dual control of energy consumption" according to the established plan. If the rhythm is maintained, the goal of "dual control" can be successfully achieved. The implementation effect also reflects the rationality and operability of target setting.
Everything should have gone on in an orderly manner. Unexpectedly, the scene at the beginning of the article appeared.
What's the matter?
In mid August, the national development and Reform Commission issued a document to evaluate the achievement of the goal of "dual control of energy consumption" in various regions in the first half of 2021. The results show that the energy consumption intensity in some areas increases instead of decreasing, and 9 provinces and regions are listed as the first-class early warning areas.
Subsequently, some areas began to "command" shutdown, requiring high energy consuming industries to stop and limit production or even switch off and limit power. Some people blame the shutdown and power rationing on the "dual control of energy consumption" and believe that the sudden increase of the policy leads to local surprise shutdown and power rationing.
What are the facts?
The energy intensity constraint system has been implemented for more than 10 years, the "dual control of energy consumption" has been implemented for nearly 6 years, and the "barometer" published quarterly has been done for eight or nine years. The goal of "dual control of energy consumption" has always been stable and clear, and there is no temporary overweight.
So, what is the purpose of the "one size fits all" approach of all localities to optimize energy consumption indicators, shut down production and even affect residents' living electricity?
To put it bluntly, it's the same reason as making up homework before school starts.
As mentioned earlier, all localities should have implemented policies in accordance with the established "double control" objectives, but since the outbreak, the prices of bulk commodities favored by risk aversion funds have repeatedly reached new highs, and relevant enterprises have the impulse to expand production capacity. At the same time, we will prevent and control the epidemic situation in an orderly manner and return to work and production earlier, so as to lay a necessary foundation for undertaking production demand at home and abroad. Since then, the energy consumption of major industrial provinces in China has increased rapidly.
At the same time, under the expectation of carbon peak in 2030, some regions understand the nearly 10 years before "carbon peak" as the time window of "climbing the peak", seize the "two high" projects with high energy consumption and high emission, illegally give the green light to the "two high" projects, and want to control the "site" of energy consumption increment in advance. In some places, projects built before approval appear repeatedly.
In the first half of this year, the energy consumption of many places increased instead of decreased. The energy consumption intensity and total consumption of 9 provinces and regions were given a level-1 early warning by the national development and Reform Commission.
Under the pressure of assessment, all localities quickly set up "military orders" to speed up rectification. But in the twinkling of an eye, it has been nearly the fourth quarter. How can the annual indicators be achieved? Therefore, some localities have taken strong measures to set targets and pressure tasks, and imposed mandatory production and shutdown, switching off and power rationing on industrial parks and industries.
Uncle Dao saw a chat screenshot: a place was interviewed by the superior because it failed to achieve the goal of "double control". Therefore, the local layout overnight and put forward unified "hard requirements".
The task has long been clear and the goal is clear. Why do you have to burn your eyebrows to think of implementing it? I saw the red light early. I had to step on the brake when I crossed the line. Have you considered the feelings of passengers?
Do not act at ordinary times, and engage in layer upon layer overweight and life-threatening assault near the assessment; At ordinary times, they shout the slogan of "green development", but they repeatedly pursue short-term benefits in practical work, which reveals that some places have a deviation in their understanding of the new development concept and do not actively plan for green and low-carbon transformation.
Sports "carbon reduction" has been criticized by the Political Bureau meeting. If it is not corrected, there will be endless trouble.
"One size fits all" requires enterprises to stop production and limit production, and the prices of relevant products will rise because the supply exceeds the demand. In addition, because most of the production limited enterprises involve upstream raw materials, the price increase will inevitably lead to the reduction of the profit space of downstream enterprises, which will force enterprises to transfer production costs to the consumer side, raise consumer prices and raise the level of inflation. This is not only not conducive to energy conservation and emission reduction and transformation of development mode, but also brings unnecessary disorder to the economy and society.
In fact, there are many ways to do a good job in "dual control of energy consumption": for example, adjusting the industrial structure, eliminating backward production capacity, and improving resource utilization through technological upgrading; Another example is to optimize the cascade utilization of energy among regions, industries and enterprises, and reduce energy waste with the help of intelligent management system; It can also carry out energy-saving transformation, green lighting and green refrigeration for existing buildings, and hire professional companies to design green energy-saving schemes.
As the core index for managing energy consumption, the dual control "barometer" of energy consumption of the national development and Reform Commission lights the red light to the local government in time, which just proves that the system of "dual control of energy consumption" is effective. For example, if someone is infected with the influenza virus and causes fever and cough, it is certainly very uncomfortable, but it is fever and cough that remind us that we should take medicine for treatment.
The "dual control of energy consumption" system is the "alarm" of energy consumption. It lights the red light and sounds the siren in time on the eve of systemic risks in energy supply and consumption, which is conducive to urging local governments to take seriously the problem of excessive growth of energy consumption as soon as possible, and avoid systemic risks in economy and society caused by insufficient overall energy supply.
General secretary Xi Jinping pointed out that achieving carbon summit and carbon neutralization is a tough battle and a major test of our party's ability to manage the country. In this big test, the "dual control of energy consumption", which is directly related to the goal of carbon peak and carbon neutralization, is a "big question" with high score in the test.
To answer this question well, we should rely on one step at a time and work for a long time. In particular, we should pay attention to work at ordinary times, have planning and rhythm, and do less stupid things.
