18 5 月, 2024

Manufacturing

Processing Machinery

Affects the production of panels and some upstream components

3 min read

According to the “Emergency Notice on Expanding the Scope of Implementation of Industrial Enterprises Letting Electricity to the People” jointly issued by the Department of Economy and Information Technology of Sichuan Province and the State Grid Sichuan Electric Power Company, it is pointed out that from August 15, the response to the demand for active wrong peak avoidance will be cancelled, the scope of implementation of industrial enterprises in 19 cities (prefectures) in the province (except Panzhihua and Liangshan) will be expanded, and all industrial power users (including white-list key guarantee enterprises) in the orderly power consumption plan of Sichuan Power Grid will be completely stopped (except for security loads), and high temperature holidays will be released to let electricity be used by the people. The time is from 00:00 on August 15, 2022 to 24:00 on the 20th.
At the same time, Chongqing is also facing similar challenges, sichuan-Chongqing region, including Chengdu, Mianyang, Chongqing and other areas within the scope of this power ration for semiconductor manufacturing, panel, the whole machine FOUNDRY industry important towns. As far as panel factories are concerned, BOE and Huike have production line layouts in Chengdu and Mianyang.
Under the influence of the power rationing policy, the production of the above enterprises has been affected to varying degrees.
It is reported that the BOE Sichuan regional plant has reduced the electricity load in accordance with the government’s requirements and reduced the market demand. The focus of the downward adjustment rate is the LCD production line within the Sichuan region, in order to amortize the impact of power rationing, BOE’s Sichuan plant has opened the annual equipment maintenance in advance. From this point of view, the overall turnover rate of BOE has been lowered again compared with before. BOE said it will still guarantee the delivery of key customers, especially the supply of OLED products. hmi tft lcm
Huike, another large panel factory, is still negotiating with the local government in Mianyang on power supply issues, but has not received effective feedback at present, and its Mianyang H4 production line is currently maintaining the basic operation of the plant at a minimum, and it is expected that production during the power cut period will also be affected.
In addition to the panel factory, the upstream suppliers of the panel such as polarizers, backlight module manufacturers and other components, due to the small scale, under the power rationing measures, will be the first wave of enterprises affected, whether it will further affect the stability of the supply of the entire industry, it is also worth the follow-up continuous observation.
Under the background of the large-scale sustained high temperature in the country, the imbalance of the power supply structure in various provinces, cities and regions is worthy of attention. Horizontal comparison of the electricity gap in various provinces and cities last year, Guangdong, Shandong, Zhejiang, Fujian and other provinces self-generation scale are much smaller than the scale of electricity consumption in that year, led by Guangdong manufacturing industry developed Yangtze River Delta and Pearl River Delta is facing a serious power gap problem (the power gap is much higher than the introduction of the power rationing policy sichuan-Chongqing region), it is expected that the follow-up above regional enterprises will face the local government to introduce the uncertainty of power conservation advocacy and power rationing policies, follow-up production and supply risks of enterprises in the above areas are at a high level.