SMM Network News:
In April 2020, the Henan government established a market-oriented, legalized and normalized work promotion mechanism in order to use comprehensive standards to promote the withdrawal of backward production capacity in accordance with the law. With the consent of the provincial government, the Office of the Provincial leading Group for phasing out backward production capacity, in conjunction with relevant functional departments, in accordance with the guidance Catalog of Industrial structure Adjustment (2018) of the National Development and Reform Commission and the Circular of the General Office of Henan Provincial people's Government on Printing and issuing the work Plan of Henan Province to promote Industrial structure Adjustment and win the War on pollution Prevention and Control (Henan political Affairs Office (2019) No. 73), The revision has formed the "Comprehensive Standard system for the elimination of backward production capacity in Henan Province" (later known as the 2020 standard system). It is clearly proposed in the standard system that "eliminate independent carbon enterprises that do not meet environmental protection and safety requirements. Withdraw from independent aluminum carbon enterprises of less than 100000 tons per year". In order to try out this plan, the office of Zhengzhou leading Group on the elimination of backward production capacity recently issued the "Zhengzhou 2020 encouragement carbon production capacity withdrawal fund subsidy program". Encourage inefficient carbon production capacity to close and exit ahead of time, and promote the optimization and upgrading of the industrial structure. The main contents include the following points:
(1) the total subsidy for the withdrawal of carbon production capacity is about 50 million yuan, which comes from the special funds allocated by the central finance to the city for air pollution prevention and control projects.
(2) carbon enterprises that are not in the national or provincial phase-out catalogue that are closed and withdrawn before the end of October 2020 are not included in the scope of subsidies for those enterprises that have been included in the government's planning for demolition and enjoy the relevant capacity withdrawal policies; In terms of subsidy standards, the three processes of calcination, molding and roasting will be given a one-time subsidy according to the standard of 250000 yuan / 150000 yuan / 400000 yuan per 10,000 tons of production capacity, and the maximum subsidy for a single enterprise will not exceed 5 million yuan.
(3) to complete the inspection and audit of carbon enterprises to be withdrawn by the end of July 2020; before August 15, 2020, organizational experts such as the Municipal Bureau of Industry and Information Technology will conduct on-site verification of the enterprises to be reported and withdrawn; and complete the demolition and acceptance before October 30, and submit it to the Municipal Bureau of Industry and Information Technology for the record.
SMM comments:
Henan has always been a province with large production capacity of pre-baked anodes and electrolytic aluminum in China. in recent years, with the increasingly stringent requirements of the local government on environmental protection, the electrolytic aluminum industry in the province has basically completed the corresponding technology upgrading and production capacity transfer. at present, the production capacity of pre-baked anode devices in Henan Province is 4.05 million tons, accounting for about 17% of the total domestic production capacity, and 1.79 million tons within the jurisdiction of Zhengzhou. The total production capacity of small-scale pre-baked anode devices with a capacity of 100000 tons or less in Zhengzhou is about 330000 tons. At present, the total domestic production capacity of pre-baked anodes is about 26 million tons. In June, the domestic output of pre-baked anodes was about 1.6 million tons, while the domestic output of electrolytic aluminum in June was 3.006 million tons. Theoretically, without considering import and export, the supply surplus is about 150000 tons. In terms of production and domestic supply, The direct impact of the carbon withdrawal subsidy scheme in Zhengzhou is small, but the demonstration significance is significant.
Market
Area
Enterprise name (including stopped devices)
Plant production capacity
Zhengzhou
Gong Yi
Yinshan metallurgy
6
Zhengzhou
Gong Yi
Zhongshan carbon
6
Zhengzhou
Gong Yi
Henan Jinju Industrial Co., Ltd.
28
Zhengzhou
Dengfeng
Henan Songyue carbon
25
Zhengzhou
Xingyang
Henan Yuhui carbon
12
Zhengzhou
Gong Yi
Henan bamboo forest Saxin carbon
28
Zhengzhou
Gong Yi
Zhengzhou Fenghua carbon
15
Zhengzhou
Take to the streets
Zhengzhou Great Wall Aluminum Industry carbon
5
Zhengzhou
Dengfeng
Zhengzhou Songying carbon
6
Zhengzhou
Zhengzhou
Boda electric porcelain
5
Zhengzhou
Zhengzhou
Chinalco Henan
10
Zhengzhou
Xingyang
Xinyu carbon
15
Zhengzhou
Gong Yi
Henan Zhongfu carbon
18
Xinxiang
Xinxiang
Xinxiang Chaoli carbon
5
Shangqiu
Shangqiu
Henan Shenhuo
12
Sanmenxia
Pooling pool
Sanmenxia Jinlong carbon
15
Sanmenxia
Shanzhou
Sanmenxia Shentong carbon
15
Luoyang
Luoyang
Longquan Tiansong
36
Luoyang
Luoyang
Wanji carbon
33
Jiaozuo
Wen County
Henan Dongfang
11
Jiaozuo
Wen County
Henan Huihao industry
10
Jiaozuo
Fraternity
Hengyu carbon products
10
Jiaozuo
Jiaozuo
Jiaozuo Dongxing carbon
15
Jiaozuo
Jiaozuo
Yingli economy and trade in Jiaozuo
15
Jiaozuo
Qinyang
Jiaozuo Wandu
15
Jiaozuo
Qinyang
Carbon of the Yellow River in Qinyang City
12
Jiaozuo
Qinyang
Qinyang carbon
12
Anyang
Linzhou
Linzhou Yiren industry
10
Total
4.05 million tons
