It is worth noting that the year-on-year increase in heavy industry electricity consumption dropped by 8.89 percentage points, which also fell from the previous month. In June, heavy industry electricity consumption reached 222.3 billion kWh, an increase of 16.11% year-on-year, while in May heavy industry electricity consumption was 224 billion kWh, a year-on-year increase of 25%.
Although the electricity consumption of the whole society increased by 21.57% in the first half of the year, it will decline significantly in the second half of the year. The annual growth rate is 13.7%, and it will fall back to 8.6% in 2011.
In June, the growth rate of electricity consumption in the entire society fell sharply for the first time this year. Experts in the power statistics department told this reporter that there are two reasons: First, the high base effect of last year (stimulated by the central package plan, the year-on-year growth rate of electricity consumption in June 2009 was officially positive.); Second, as current The electricity consumption of China’s industrialization era has seen heavy industry use power decline. The electricity load generated by high temperatures this summer will not have a fundamental impact on the overall situation.
The impact of real estate regulation and energy conservation and emission reduction is fully reflected in the decline of heavy industry. The electricity consumption in the four pillar industries of heavy industry, namely steel, non-ferrous metals, chemicals, and building materials, which were stimulated by a rapid recovery during the crisis period, have all soared and fell, and coincided with the trend of China's manufacturing purchasing managers index. The industry is precisely the upstream industry that is greatly affected by the real estate industry.
In addition, the central government has made greater efforts to reduce energy and emissions this year. Various mainstream brokerages in the industry have considered energy conservation and emission reduction as the primary policy factors. Since it is difficult to achieve the goal of a 20% reduction in energy consumption per unit of GDP during the “Eleventh Five-Year Plan†period, various ministries and commissions have successively issued a number of measures to curb energy consumption in steel, nonferrous metals, power, building materials, and petrochemical industries. "This time the intensity is significantly greater than before, or have a major impact on the use of electricity in the entire society." Yang Zhishan, analyst at CITIC Securities, said, "It is predicted that if the third quarter GDP power consumption fell 9.1% from the first quarter, December single month use The growth rate of electricity will be only 0.2%."
The industry believes that structural adjustment is the main line of economic work this year, a group of high-energy-consuming industries will inevitably be affected by adjustments, a large drop in power consumption growth is only a reflection of the arrival of this inevitable trend.
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