Announcement of suspension of trading of some listed companies-open source securities
On September 22, Xidamen said that Zhejiang Province had recently implemented consumption reduction for key energy-using enterprises within its jurisdiction and stopped production for key energy-using enterprises. It is expected to stop production until September 30th. At present, the company is forced to stop production, which is expected to affect the output of sunshade fabrics by about 1 1.54 million square meters/day. The specific impact on the benefits cannot be accurately predicted for the time being.
Yingfeng Co., Ltd., which is mainly engaged in textile printing and dyeing processing business, also announced that Yingfeng Co., Ltd. temporarily stopped production from September 22 to September 30 according to relevant requirements. During the shutdown period, the company will do a good job in equipment maintenance, personnel arrangement and other related work, and at the same time prepare raw materials and personnel for resuming production at any time. "The production capacity during this temporary shutdown period accounts for about 3% of the company's total annual production capacity, which will not have a significant impact on the company's total annual production and normal production and operation activities".
Nanjing Chemical Fiber also said that due to the tight power supply in Jiangsu Province, Jiangsu Jinling Cellulose Fiber Co., Ltd., a wholly-owned subsidiary of the company, temporarily stopped production on September 22, and it is expected to resume production in the first half of 5438+ 10.
According to the announcement of *ST Chengxing on September 23, due to the control of yellow phosphorus production in Yunnan, the Jiangyin factory, Xuanwei factory, Maitreya factory and Qinzhou factory of the company began to stop production on September 23 this year. Jiangyin factory is expected to resume production around 10 this year, and Qinzhou factory is expected to resume production around September 30 this year, but the factory is temporarily unable to do so.
According to Tianyuan's announcement on September 23, Shuifu Jin Ming Chemical Co., Ltd., the company's calcium carbide base in Yunnan, has stopped production in stages; Daguan Tianda Chemical Co., Ltd. and Yunnan Tian Li Coal Chemical Co., Ltd. arrange production according to one production line respectively. The company predicts that if this policy is continued, the company's calcium carbide production will be reduced by about 25,000 tons/month.
According to the recent announcement of Shenhuo Co., Ltd., the company began to receive power cuts and production restrictions in the first half of the year. The announcement pointed out that since May this year 10, due to the tight power supply, Yunnan Power Grid has implemented orderly power supply to electrolytic aluminum enterprises in the province. Therefore, the total load of power supply and consumption of Yunnan Shenhuo Aluminum Co., Ltd., the holding subsidiary of the company, was greatly reduced, and it was forced to stop production one after another by 200,000 tons, and the production capacity was reduced to 550,000 tons. The second series and the third section of 6.5438+0.5 million tons failed to start construction as scheduled.
Industries that are greatly affected by the "double limit" policy include but are not limited to steel, electrolytic aluminum, cement and chemical fiber. The main characteristics of these industries are high power consumption and high carbon emissions, and the measures taken include direct suspension of production, reduction of production capacity (ranging from 20% to 90%), off-peak production, limited electricity consumption, and reduction of electricity consumption concessions. Under this background, the research and analysis of CITIC Futures show that the dual control policy is mainly aimed at high-energy industries, and there are six high-energy industries that need attention, namely: chemical raw materials and chemical products manufacturing, ferrous metal smelting and rolling processing, non-ferrous metal smelting and rolling processing, non-metallic mineral products, petroleum processing coking and nuclear fuel processing, electricity and thermal production and supply. According to industry analysis, China's industrial structure is biased, its energy structure is biased towards coal, and its energy efficiency level is low. Reducing the energy consumption of high energy-consuming industries in time and promoting their transformation and upgrading are conducive to controlling the total energy consumption, including coal, and alleviating the current contradiction between supply and demand of coal.