What is the impact of double limit, double control and double carbon on the printing industry

With the advancement of the dual carbon goal, it is expected that the implementation of dual energy consumption control will be stronger in the future. Even if the dual restrictions have periodic characteristics, the energy consumption conditions of enterprises will be tightened.

Gold nine silver ten, this is the traditional production season for printing companies. But this year, the situation is very different. Printing companies in many places have encountered the impact of power and production restrictions.

About power and production restrictions

Since mid-September, there have been power cuts in many provinces across the country. According to what we know about the situation of printing enterprises, there are different situations of limited 2 days, 3 days, or even 6 days a week. The general trend is that from mid-September to late September, the situation has become more and more limited, and the situation has slowed down since October.

Electricity and production restrictions are limited in different places. The measures taken include staggered peak production and orderly electricity consumption. In some areas, such as some cities in the Northeast, extreme situations of power outages even occur in a short period of time.

An important reason for orderly power consumption and even power outages is that power shortages are spreading across the country, and power shortages are caused by a mismatch between supply and demand.

From the perspective of demand, with the continuous recovery of the domestic economy, the demand and load of electricity in many places have maintained rapid growth; from the perspective of supply, coal shortages, soaring coal prices, and increased cost pressure on power plants have led to the main force of power supply. The military‘s thermal power supply is insufficient. The unbalanced supply and demand relationship has led to a growing power gap.

About dual control of energy consumption

In addition to the shortage of electricity, the rigid requirement of fulfilling the dual-control goal of energy consumption is also an important "pusher" for the dual-limit.

The concept of dual control of energy consumption was first proposed in October 2015 at the Fifth Plenary Session of the 18th Central Committee of the Communist Party of China. The region sets the total energy consumption and intensity control targets, and supervises and evaluates local governments at all levels. The energy intensity here refers to the energy consumption per unit of GDP.

In fact, the development process of dual control of energy consumption is gradual.

In the "Eleventh Five-Year Plan", the reduction of energy consumption per unit of GDP is regarded as a binding indicator.

In the "Twelfth Five-Year Plan", while reducing the energy consumption per unit of GDP as a binding indicator, it puts forward the requirement to reasonably control the total energy consumption.

During the "13th Five-Year Plan" period, the "double control" action of total energy consumption and intensity was implemented, and it was clearly required that by 2020, the energy consumption per unit of GDP should be reduced by 15% compared with 2015, and the total energy consumption should be controlled within 5 billion tons of standard coal.

In the "14th Five-Year Plan", it is further proposed to improve the "double control" system of total energy consumption and intensity, focusing on controlling fossil energy consumption. The State Council has divided the national "dual control" target into various regions, and made a comprehensive deployment of the "dual control" work.

From the perspective of the assessment mechanism, the priority of energy consumption intensity is higher in the dual control of energy consumption. The core of the dual control of energy consumption is to continuously improve the efficiency of energy utilization, and to continuously improve the quality and efficiency of development; in accordance with the principles of strictly controlling energy consumption intensity, rationally controlling total energy consumption and appropriately increasing management flexibility, the reduction of energy consumption intensity will be regarded as the A binding indicator for economic and social development, the total energy consumption is used as a guiding indicator for work advancement.

On August 12 this year, the National Development and Reform Commission issued the "Barometer of Completion of Energy Consumption Dual Control Targets in Various Regions in the First Half of 2021". The table shows that by the middle of the year, less than half of the provinces (autonomous regions and municipalities) have made progress in reducing energy consumption intensity. Overall went well. Qinghai, Ningxia, Guangxi, Guangdong and other 9 provinces (autonomous regions), the energy consumption intensity in the first half of the year did not decrease but increased, which was a first-level early warning (the situation was very severe); 10 provinces (regions) in the first half of the year did not reach the energy consumption intensity reduction rate The progress requirement is a second-level early warning (the situation is relatively severe). The National Development and Reform Commission requires to ensure that the annual energy consumption dual control target is achieved, especially the energy consumption intensity reduction target.

Based on this, the first- and second-level early warning areas in the first half of the year are facing a more severe energy-saving situation in the second half of the year. Under the pressure of policy goals, it has become a helpless move to take double-limit measures to ensure the completion of the annual energy consumption double-control target.

About Carbon Peak and Carbon Neutrality

Is the double limit and double control a short-term measure, or is it a normalized and long-term trend that business operations will face?

On September 22 last year, my country officially announced to the United Nations General Assembly that China will strive to reach the peak of carbon dioxide emissions by 2030 and strive to achieve carbon neutrality by 2060.

One year later, on October 24 this year, the Central Committee of the Communist Party of China and the State Council issued the "Opinions on Completely Accurately Fully Implementing the New Development Concept and Doing a Good Job in Carbon Neutralization". As the "1" in the "1+N" policy system, the "Opinions" is a guiding and programmatic document for "Double Carbon", which systematically plans and makes overall arrangements for the major work of carbon neutralization.