The most stringent limit production: Beijing, Tianjin and October cement all stop, half of the steel production capacity

Recently, the Ministry of environmental protection, the national development and Reform Commission, the Ministry of industry and other ministries and Beijing, Tianjin, Hebei and other provinces and municipalities jointly issued "Beijing, Tianjin and surrounding areas 2017-2018 years of autumn and winter air pollution comprehensive control action plan.". Program proposed, from October 2017 to March 2018, Beijing, Tianjin and air pollution transmission channel 2+26 PM2.5 average concentration of urban fell by more than 15%, the number of heavy pollution fell by more than the same period.

At the same time, iron and steel, nonferrous metals industry fully limited production, production, heating season, Tangshan and other cities steel production limit 50%, electrolytic aluminum and alumina enterprises limit more than 30%, cement, building materials all discontinued.

Multi industry comprehensive production limit

The proposed scheme, before the heating period in 2017 (before November 15th), Tianjin and the surrounding area to complete the excess capacity to resolve the task ahead of time, "2+26" city completed 72 units, 3 million 980 thousand kilowatts coal-fired units out of the power series or flue coal-fired units out of the physical to cut.

At the same time, iron and steel, building materials, nonferrous metals, coking and other industries in the heating season will be staggering production.

The "2+26" city to implement the classification management of iron and steel enterprises, in accordance with the emission performance level before the end of September 2017, making staggering limit production plan. Shijiazhuang, Tangshan, Handan, Anyang and other key cities, heating season steel production limit 50%, to the blast furnace production capacity, the actual use of electricity companies to verify.

In addition to protect the heating and other livelihood tasks, cement, brick, ceramics, gypsum board and other building materials industry all shut in heating season. Program requirements, all localities should be combined with the local building materials industry characteristics, raise the larger peak production requirements.

The colored chemical industry to optimize the production control, the above heating season of electrolytic aluminum plant Limited production of 30%, 30% alumina enterprises to limit production; carbon enterprises reach special emission limits, all production, achieve special emission limits, limiting the production of more than 50%; involved in raw medicine production of pharmaceutical enterprises involving the use of organic solvents, VOCs emission process in the production process pesticide companies involved in VOCs emission process, implementation of the cut-off in the heating season in principle.

The implementation of peak transport of bulk materials in industrial enterprises. Heavy pollution weather warning period, in addition to the protection of people's livelihood supplies, Bohai area of port transport vehicles are prohibited from import port.

In addition, the program requirements, various provinces and cities by the end of September 2017 to the environmental protection department shall submit the "scattered sewage" enterprise rectification project list, fugitive emissions of industrial enterprises, the transformation of the whole aperture list peak project list, list of stop production, emissions of air pollution sources of heavy pollution weather emergency plan emission reduction projects list.

The task of air pollution control is arduous

2017 was the year of the end of the first phase of the "ten atmosphere". According to the Ministry of environmental protection data, by 2017 1 and February heavy pollution weather, Beijing, Tianjin and "2+26" city in the first half of PM2.5 average concentration increased by 5.4%, the first time since 2013 there is no decline or rise. Taiyuan, Shijiazhuang and other cities even increased by more than 30%. Autumn and winter, Beijing, Tianjin and air governance task is very arduous.

To this end, the program is clear, autumn and winter, Beijing, Tianjin and air pollution transmission channel 2+26 PM2.5 average concentration of urban fell by more than 15%, the number of heavy pollution fell by more than the same period. Among them, Beijing, Tianjin, Shijiazhuang, Xinji 4 cities (counties) PM2.5 average concentration fell by 25%, the number of heavy pollution fell by 20%.

The proposed scheme, the central office and the Ministry of environmental protection, Tianjin and surrounding areas related to the provincial government to accelerate the implementation of "regional environmental protection agency set up pilot program", to carry out cross regional environmental protection agency set up a pilot, focused on solving the problem of regional atmospheric environment. According to the plan, before the end of September 2017, the relevant agencies of atmospheric environmental management of Tianjin and the surrounding area should be completed preparatory and commissioning work, and gradually achieve a unified planning, unified standards, unified, unified, unified law enforcement monitoring eia.

In the management measures, the scheme proposed to complete the task of substituting coal for electricity and substituting coal for gas. Before the end of October 2017, "2+26" city completed to electricity generation coal to gas instead of coal more than 3 million households; accelerate the county monitoring network construction, before the end of October 2017, "2+26" city of all 327 counties completed automatic monitoring sites including SO2, PM2.5, O3 and other six parameters including air quality.

In addition, the "plan" proposed, will increase the central air pollution prevention and control special fund support, focusing on the "2+26" city will be tilted. At the same time, relevant local governments at all levels are required to increase their support for air pollution prevention and control.

The price of the periodic product will be supported

In the heating season, environmental protection limited production policy is expected, iron and steel, nonferrous metals, chemicals ushered in a few rounds of rising tide.

In the "Beijing Tianjin Hebei ten atmosphere" to set up the air quality has not yet completed the task situation, considering the second half gradually entered the heating season, the environmental pressure will be greater, so the environmental policy will continue to tighten, in order to achieve the "air ten" policy objectives.

The "latest program" PM2.5's latest control objectives and initiatives are in the "atmosphere ten" on the basis of further "overweight."".

This year's heating season, environmental limiting production is different from previous years, first of all, this year is "atmospheric ten" the first phase of the target assessment year, the effect of atmospheric governance has a clear assessment indicators. Secondly, the scope of the winter production is not a simple "26+2" city, Shandong, Hebei and other places of the non - "26+2" city also strengthened environmental initiatives to deal with the problem of environmental protection in winter; the first half of third, iron and steel, nonferrous metals, coal and other corporate earnings are generally good, will actively respond to environmental protection policies to protect their own cake. These factors have decided that this year's autumn and winter environmental protection measures will be more stringent.

Many industry experts believe that environmental protection measures to limit production strict, the iron and steel, nonferrous metals, chemicals, building materials, pharmaceutical industry in the relevant limited production industry to form supply side contraction, resulting in pushing up the price expectations. A listed company that is not affected in this region or is not affected by the relevant measures to limit production.

Iron and steel phase supply and demand pattern is expected to improve significantly. In the heating season, neutral and loose strict environmental protection production in three situations, corresponding to steel production capacity of 0.31 tons, 0.28 tons and 0.26 tons, accounting for the same period of 2016 heating season Cugang yield of 11.7%, 10.8% and 9.8%.

Heating season, environmental limiting will affect most of the aluminum industry chain. At present, the "2+26" city involves alumina production, accounting for 36% of the country's total operating capacity, electrolytic aluminum accounted for 33% of the country. Tianfeng securities analysts believe that in the current structure of production, alumina, pre baked anode are gaps. With the closure of illegal production capacity and heating season environmental limiting, the gap gradually expanded, it is expected that the alumina gap is about 8 million tons, the pre baked anode gap is about 1 million 500 thousand tons.