Power cost and supply is the most important input for production...

Power cost and supply is the most important input for production of high-energy materials.
Looks some are a bit slow at learning this lesson. Chinese diesel generator factories are now doing a roaring trade.

"Industry insiders believe that electricity price is one of the most sensitive production factors in high-energy-consuming industries. From the complete cancellation of preferential electricity price policies to the opening of the electricity price "gate" and the abolition of the upper limit, the power consumption curse for the development of high-energy-consuming industries has become more and more stringent."

Orders for diesel generator manufacturers are full under the "power curtailment tide"

October 20, 2021 07:20 Source: Securities Daily  


　　Our reporter Cao Weixin
　　Affected by multiple factors such as tight power supply and dual control of energy consumption, the phenomenon of "switching power cuts" has occurred one after another in many parts of the country. The power rationing came suddenly, in order to grab production, some companies chose to snap up diesel generators to ensure power supply.
　　On October 18, a number of diesel generator manufacturers said in an interview with a reporter from the Securities Daily that recently, the company's diesel generator orders have been full, and factories have been producing at full capacity. Among them, the delivery time for 400-kilowatt and 500-kilowatt diesel engines is normally between 15 and 20 working days.
　　“The engine is now in short supply, and the prices of upstream raw materials are rising. Recently, the price of generators has also risen a bit. The price of a 400-kilowatt brand machine ranges from 180,000 to more than 200,000 yuan.” A generator manufacturer in Yangzhou. Enterprise staff told reporters.
　　In the A-share market, generator concept stocks are also sought after by the market. The reporter saw on the interactive trading platform that investors recently used the interactive platform to ask listed companies whether there are generator products and how the order sales are, and the listed companies are also actively responding to each other.
　
　　The hot market in the generator market is transmitted to the A-share market. The reporter found that generators have become a hot word on investor interaction platforms, and many listed companies have disclosed their layout or progress in the generator business through various channels.
　　On October 8, investors asked Tellhow, “Can the company’s generator business be understood as being in short supply and sold out of stock?” The company replied, “Recently affected by local policies such as double restrictions, the company’s smart emergency power supply related products In the event of a substantial increase in orders over previous periods, the company is stepping up production preparations to meet delivery requirements as soon as possible."
　　On October 11, an investor asked Weifu Hi-Tech, “Now that there is a shortage of electricity across the country, can the company’s fuel injection products be applied to diesel generators?” The company replied, “The company’s fuel injection system products are widely used in various Diesel engines with different power levels are used for all kinds of trucks, buses, construction machinery, marine, agricultural machinery, generator sets, etc."

http://www.ce.cn/cysc/ny/gdxw/202110/20/t20211020_37009840.shtml