Page 32 - 2022 Special Report on the State of Business in South China

P. 32

There are two main reasons for the power 涓昏???袱涓??????寸????缂恒???涓?锛??缁??
shortages. First, affected by economic recovery ??????缁??娓╁ぉ姘?奖??????璁″?姣????5%??箍
and continued high temperature weather, the 涓??9????甸?瀹??澧??16.4%锛??澧?1000涓?????
electricity consumption in Guangdong Province 姹???弗????轰?棰?????浜?????浠锋?椋?定锛???典?
in September which was originally expected to 涓????????靛?姣?害??0.6????典环姣?害??0.4????ぉ
increase by 5% year-on-year, increased by 16.4%, ?舵????????撮?????????????????弗???瀵艰?
with an increase of 10 million kilowatts of capacity ???浼?????涓?冻锛????2900涓??????垫?缁?复??
demand. This severely exceeded expectations. ??骇????典?涓???典?瓒冲??寸????搴??骞宠　锛?箍涓?
Second, fuel prices soared and power generation ????甸?缂哄?杈?3000涓??????
companies lost money. The cost of production to
the power plants was 0.6 yuan per kilowatt-hour 涓鸿??ュ?????藉?浼??涓???靛???己褰卞???
of electricity, while the electricity price was limited ?碉???滑??2021骞?10??8?ヨ?12?ュ?浼??灞??浜??
to 0.4 yuan per kilowatt-hour. Natural gas power ?宠??ャ???绗??娆¤??ヤ腑??100瀹朵?涓??涓????缁??
generation even cost more. Increasing costs of ??????????锋?67浠姐???姝や??????滑??10??腑
power plants and serious losses caused insufficient ???12??腑???浼?????杩??浜?????缂烘??佃???
willingness by power generation companies to 骞跺?璋??缁??绾冲???2022骞寸????????腑锛??缁??
produce and temporary shutdowns of generator ?朵?251浠介??凤??朵腑230瀹朵?涓??渚????????琚?
sets with 29 million kilowatts of capacity. ???锛???
Insufficient power supply by power generation
companies led to an imbalance in power supply, 瀵规????涓ゆ?璋??缁??锛??浠???颁??电揣缂虹???
and the gap in Guangdong Province reached 30 ?ㄥ?澶х?搴??寰??浜??瑙ｃ????堕????涓?????涓撮?
million kilowatts of generation capacity. ?垫??斤?浣???????????瑙??锛??璁╀?涓??浠ラ???
搴????????绗??娆¤??ヤ腑锛?21%???璁夸?涓?????
From October 8 to October 12, 2021, AmCham ?跨?瀵艰?浜ц?涓??瓒??40%锛?21%??〃绀烘??朵??界‘
South China conducted an initial study on power 瀹?骇?戒??????????姣??涓???ㄧ?浜??璋??涓??浠?
shortage within its members. 100 companies 3%???璁夸?涓?骇?戒????杩?40%锛?56%???涓轰骇??
participated in the first study in total, and 67 涓????1%??20%涔????
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%.

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