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It is understood that due to the rapid growth in demand for electricity in the five provinces, the severe water shortage and the shortage of coal supply, the power supply situation of the Southern Power Grid is tense. China Southern Power Grid will more or less affect the non-ferrous metals industry. It is understood that since the beginning of July, China Southern Power Grid's overall network load has risen rapidly, up 10.6% year-on-year. At present, the maximum peak load of China Southern Power Grid has reached 11.2 million kilowatts. Except Hainan, the four provinces of Guangdong, Guangxi, Yunnan and Guizhou all have peak-to-peak power cuts. It is expected that the maximum power gap of the whole network in the third quarter may reach more than 10%, and the power shortage in some areas is over 20%. Guangdong, Guangxi, Yunnan, and Guizhou are all major non-ferrous metal provinces, including copper, aluminum, lead, zinc, ferronickel, and metal silicon. Taking metal copper as an example, according to 2010 production data, electrolytic copper production in Yunnan accounts for about 7% of the country, while copper in Guangdong has a certain number of copper enterprises. Qingyuan and Zhaoqing are the main dismantling and processing sites for scrap copper. In terms of metal aluminum, Guangxi, Yunnan and Guizhou are the main producing areas of electrolytic aluminum. According to the 2010 production data, the output of the three places accounts for 71% of the national total output. In addition, aluminum profiles enterprises in Guangdong are concentrated. In addition, China's main metal silicon production areas are mainly concentrated in Yunnan, Guizhou and other places, Yunnan accounted for 26.5% of the country's total metal silicon capacity, Guizhou accounted for 13.4%. Therefore, the Southern Power Grid is in a hurry and will have a certain impact on non-ferrous metals. At present, according to the research, it is known that the nickel-based pig iron plant in Guangxi has a serious impact on electricity. The Guangxi zinc smelting enterprises are also limited by electricity, and the production operation rate has been reduced. The reporter will do follow-up reports on whether other metal species are affected by power shortages.
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