Page 32 - 2022 Special Report on the State of Business in South China
P. 32
There are two main reasons for the power 主要有两个原因导致电力短缺。第一，受经济
shortages. First, affected by economic recovery 回暖和持续高温天气影响，原预计同比增长5%的广
and continued high temperature weather, the 东省9月用电量实际增长16.4%，新增1000万千瓦需
electricity consumption in Guangdong Province 求。严重超出了预期。第二，燃料价格飞涨，发电企
in September which was originally expected to 业亏损。发电厂每度电0.6元，电价每度电0.4元。天
increase by 5% year-on-year, increased by 16.4%, 然气发电成本更高。电厂成本增加、亏损严重，导致
with an increase of 10 million kilowatts of capacity 发电企业意愿不足，导致2900万千瓦发电机组临时
demand. This severely exceeded expectations. 停产。发电企业供电不足导致电力供应不平衡，广东
Second, fuel prices soared and power generation 省发电量缺口达3000万千瓦。
companies lost money. The cost of production to
the power plants was 0.6 yuan per kilowatt-hour 为调查华南美国商会企业受电力短缺影响情
of electricity, while the electricity price was limited 况，我们在2021年10月8日至12日对会员展开了相
to 0.4 yuan per kilowatt-hour. Natural gas power 关调查。在第一次调查中有100家企业参与，最终被
generation even cost more. Increasing costs of 采用的有效问卷是67份。在此之后，我们在10月中
power plants and serious losses caused insufficient 旬到12月中旬对会员再次进行了电力短缺情况调查
willingness by power generation companies to 并将调查结果纳入《2022年特别报告》中（最终回
produce and temporary shutdowns of generator 收了251份问卷，其中230家企业提供的有效问卷被
sets with 29 million kilowatts of capacity. 采用）。
Insufficient power supply by power generation
companies led to an imbalance in power supply, 对比分析两次调查结果，我们发现供电紧缺状况
and the gap in Guangdong Province reached 30 在很大程度上得到了缓解。虽然部分企业还是面临限
million kilowatts of generation capacity. 电措施，但是限电措施变得规律，这让企业可以采取
应对措施。在第一次调查中，21%的受访企业因限电
From October 8 to October 12, 2021, AmCham 政策导致产能下降超过40%，21%则表示暂时不能确
South China conducted an initial study on power 定产能下降百分比。相比之下，在第二次调查中，仅
shortage within its members. 100 companies 3%的受访企业产能下降超过40%，56%则认为产能
participated in the first study in total, and 67 下降在1%到20%之间。
companies were finally adopted. Moreover,
as a part of this 2022 Special Report, from mid-
October to mid-December, AmCham South China
carried out follow-up investigations on shortage
issues (251 companies participated while 230
questionnaires were adopted).
Comparing the results of the first and second
studies, we can find that the electricity shortages
have been substantially alleviated. Although
power rationing measures are still faced by some
companies, they have become regulated, which
allows companies to take countermeasures. In
the first survey, 21% of the interviewed companies
had reduced their production capacity by more
than 40% due to the curtailment policy, while
21% indicated that they were temporarily unable
to determine the impact on their production
capacity. By contrast, in the second study, only
3% of companies experienced over 40% reduction
in production capacity and 56% believed that the
decline in their production capacity was between
1% and 20%.
32
shortages. First, affected by economic recovery 回暖和持续高温天气影响，原预计同比增长5%的广
and continued high temperature weather, the 东省9月用电量实际增长16.4%，新增1000万千瓦需
electricity consumption in Guangdong Province 求。严重超出了预期。第二，燃料价格飞涨，发电企
in September which was originally expected to 业亏损。发电厂每度电0.6元，电价每度电0.4元。天
increase by 5% year-on-year, increased by 16.4%, 然气发电成本更高。电厂成本增加、亏损严重，导致
with an increase of 10 million kilowatts of capacity 发电企业意愿不足，导致2900万千瓦发电机组临时
demand. This severely exceeded expectations. 停产。发电企业供电不足导致电力供应不平衡，广东
Second, fuel prices soared and power generation 省发电量缺口达3000万千瓦。
companies lost money. The cost of production to
the power plants was 0.6 yuan per kilowatt-hour 为调查华南美国商会企业受电力短缺影响情
of electricity, while the electricity price was limited 况，我们在2021年10月8日至12日对会员展开了相
to 0.4 yuan per kilowatt-hour. Natural gas power 关调查。在第一次调查中有100家企业参与，最终被
generation even cost more. Increasing costs of 采用的有效问卷是67份。在此之后，我们在10月中
power plants and serious losses caused insufficient 旬到12月中旬对会员再次进行了电力短缺情况调查
willingness by power generation companies to 并将调查结果纳入《2022年特别报告》中（最终回
produce and temporary shutdowns of generator 收了251份问卷，其中230家企业提供的有效问卷被
sets with 29 million kilowatts of capacity. 采用）。
Insufficient power supply by power generation
companies led to an imbalance in power supply, 对比分析两次调查结果，我们发现供电紧缺状况
and the gap in Guangdong Province reached 30 在很大程度上得到了缓解。虽然部分企业还是面临限
million kilowatts of generation capacity. 电措施，但是限电措施变得规律，这让企业可以采取
应对措施。在第一次调查中，21%的受访企业因限电
From October 8 to October 12, 2021, AmCham 政策导致产能下降超过40%，21%则表示暂时不能确
South China conducted an initial study on power 定产能下降百分比。相比之下，在第二次调查中，仅
shortage within its members. 100 companies 3%的受访企业产能下降超过40%，56%则认为产能
participated in the first study in total, and 67 下降在1%到20%之间。
companies were finally adopted. Moreover,
as a part of this 2022 Special Report, from mid-
October to mid-December, AmCham South China
carried out follow-up investigations on shortage
issues (251 companies participated while 230
questionnaires were adopted).
Comparing the results of the first and second
studies, we can find that the electricity shortages
have been substantially alleviated. Although
power rationing measures are still faced by some
companies, they have become regulated, which
allows companies to take countermeasures. In
the first survey, 21% of the interviewed companies
had reduced their production capacity by more
than 40% due to the curtailment policy, while
21% indicated that they were temporarily unable
to determine the impact on their production
capacity. By contrast, in the second study, only
3% of companies experienced over 40% reduction
in production capacity and 56% believed that the
decline in their production capacity was between
1% and 20%.
32
