Recently, Suzhou and Kunshan many electronics factories announced that they will suspend production until September 30 due to power restrictions. Sino-Singapore Jingwei learned that some electronics factories are also upstream suppliers of Apple and Tesla .
As of press time, Apple and Tesla have not responded to the impact that the shutdown may have on production capacity. Another worker at an electronics factory in Kunshan said that due to the power outage, his factory will have an 11-day holiday starting from September 27.
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Many electronics factories announced shutdowns
Will Apple shipments be affected?
Kunshan is a county-level city under the jurisdiction of Jiangsu Province and is managed by Suzhou City. There are many electronic component production companies in Kunshan Science and Technology Park, and their production operations also affect the supply situation of downstream companies.
html On September 26, Apple's supplier Xinxing Electronics announced that because the Suzhou area stopped supplying electricity for industrial production from 12 noon on the 26th to 24:00 on the 30th, the company cooperated with the shutdown. In Suzhou and Kunshan The subsidiary will temporarily suspend operations until the 30th.
Xinxing Electronics said that during the shutdown, it will coordinate the production of other factories in the group to meet customer shipment needs. The shutdown is expected to last 4.5 working days, and it has not yet had a major impact.
In addition, companies such as Yisheng Precision, a major mechanical parts supplier for Apple and Tesla, and Kangkong, a supplier of Apple speaker components, have also successively issued shutdown announcements.
A workshop worker at Kunshan Yanghao Optoelectronics Co., Ltd. (hereinafter referred to as Yanghao Optoelectronics) told a reporter from Sino-Singapore Jingwei that they received a notice on the morning of September 26 that the factory would have an 11-day holiday due to power restrictions. Yanghao Optoelectronics' business scope includes digital projectors, rear projection TVs, LCD monitors, color TV receivers, etc.
"The foreman informed us that we will get off work at 12 noon on the 26th, and we will have a holiday on the 27th. We will not resume work until after the National Day holiday. A total of 11 days of holiday." A worker in the workshop said, "Our factory has about 20 production lines, but currently there are only two The two production lines that are still working will also be shut down starting from October 1st. In previous years, we usually have 3 to 5 days off during the National Day holiday. This has never happened before. During the peak shipment period of the iPhone 13 series, many Apple supply chain factories stopped production due to "power cuts". Will this affect the production capacity of the iPhone 13 series? On the morning of the 29th, Apple told reporters from China-Singapore Jingwei that it had no response to the matter.
Regarding whether supplier power restrictions will have an impact, Tesla said, "There is no relevant information."
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Jiangsu Development and Reform Commission and Suzhou State Grid responded
In recent times, many places have carried out efforts in the context of "dual energy consumption control" Various power restriction measures directly restrict industrial power consumption. The so-called "dual control of energy consumption" means controlling both the intensity of energy consumption ( energy consumption per unit of GDP ) and the total amount of energy consumption. In the "Barometer of Completion of Dual Energy Consumption Targets in Various Regions in the First Half of 2021" released by the General Office of the National Development and Reform Commission, Jiangsu's energy consumption intensity has risen instead of falling, and the total energy consumption control target is also a first-level early warning.
html On September 29, Jiangsu Provincial Development and Reform Commission relevant staff responded to a reporter from China-Singapore Jingwei over the phone, saying that the government did not make unified arrangements for "dual energy consumption control", but each city has its own indicator requirements and must respond to its own assessments. The goal is to handle this matter by ourselves, including the factory's power outage arrangements. "For example, September is almost over now, and some cities have used up 90% of their electricity consumption quota, and now they must limit it.Because there is still another quarter, and it is winter again, which consumes more electricity, so now we have to give it (stop) first, otherwise how will we survive the fourth quarter? "
So, will residents' electricity consumption be affected? The staff member said, "In principle, people's livelihood must be protected first, so now industrial electricity consumption or other high energy-consuming projects will definitely be affected. "
As for the specific situation in Suzhou and Kunshan, on the morning of the 29th, Suzhou State Grid customer service told reporters from China-Singapore Jingwei that the current load of the Suzhou power supply company is relatively stable and no power outages or power rationing have been implemented externally. However, the Suzhou Municipal Government has implemented the Jiangsu The provincial "dual control" policy may reduce the load and suspend production of some high-energy-consuming and high-emission enterprises.
The issue of "power rationing" frequently appeared on social media, and also caused many speculations. On the 29th, CCTV commented that " "There are not so many 'big moves' in the power cuts," became a hot search on Weibo. The article mentioned that this round of power cuts in many places is mainly due to the national coal shortage, the serious inversion of coal-fired costs and the benchmark electricity price, and the connection line Affected by factors such as capacity decline. In addition, emergency power cuts in some places are also related to the failure to grasp the pace of industrial upgrading, failure to do daily energy management, and failure to break out of the sports carbon reduction rut.
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stated in the article. , in the context that the power supply gap in many places in the Northeast has increased to a serious level, and power rationing is being imposed on residents because the power grid is facing the risk of collapse, TV rationing is regarded as a move in the "game of great powers", and is described as "exporting inflation " This strategy is nothing more than a roundabout smear campaign.
