The hottest shutdown order is coming again. How sh

The stop work order is coming again! Beijing, Tianjin and Hebei shut down and limited production for 6 months, how to deal with it

the stop work order is coming again! Beijing, Tianjin and Hebei shut down and limited production for 6 months, how to deal with it

August 14, 2018

[China paint information]

the "Beijing Tianjin Hebei work suspension wave" from October last year to March this year is still fresh in my mind. As a result, many projects under construction have been delayed, and Shanghai, Mata Prefecture in Thailand, and shinjukama factory in Japan are not far away from these R & D centers... This year, the work suspension order is coming again

a few days ago, the "action plan for comprehensive air pollution control in autumn and winter in Beijing, Tianjin, Hebei and surrounding areas by grafting the in-depth understanding of China's five mines on the industry and Alibaba's concept of using the Internet to empower traditional industries" was released. The draft clearly requires all regions to clearly complete the formulation of peak staggering production plans by the end of September, and to refine the peak staggering production plans to enterprise production lines, processes and equipment, The benchmark capacity of the enterprise's peak production is calculated based on the capacity in September, 2018

limited production time in heating season: from October 1, 2018 to March 31, 2019

main scope: Beijing, Tianjin, Shijiazhuang, Tangshan, Handan, Xingtai, Baoding, Cangzhou, Langfang, Hengshui in Hebei Province, Taiyuan, Yangquan, Changzhi, Jincheng in Shanxi Province, Jinan, Zibo, Jining, Dezhou, Liaocheng, Binzhou, Heze in Shandong Province, Zhengzhou, Kaifeng, Anyang, Hebi, Xinxiang, Jiaozuo Puyang City (hereinafter referred to as "2+26" cities, including xiong'an new area, Xinji City, Dingzhou City, Hebei Province, and Jiyuan City, Henan Province)

key points of shutdown and production restriction I

partial peak shift production is implemented in steel, coking and casting industries. In Tianjin, Shijiazhuang, Tangshan, Handan, Xingtai, Anyang and other key cities, the steel production capacity is limited by 50% in the heating season; The proportion of production restriction in other cities shall not be less than 30%

expected impact and developers' Countermeasures:

the production restriction of steel production capacity in the heating season is bound to lead to the imbalance between supply and demand and the rapid rise in the price of steel bars. Steel bars are the core main material of real estate development, and the rise in the price of steel bars will also quickly spread to the development cost. For developers, there is no good way but to raise funds and store goods in advance, which is bound to further compress the living space of small real estate enterprises

key II of shutdown and production restriction

by the end of September 2018, all localities will complete a new round of "scattered pollution" enterprise screening, and implement classified disposal according to the principle of "stop first and then treat"

expected impact and developers' Countermeasures:

a new round of "messy and dirty" enterprise screening work is bound to shut down a number of highly polluting decoration material production enterprises. For real estate projects delivered with fine decoration, it is bound to cause delays in delivery. For developers, they must speed up the progress, otherwise they will face huge claim risk when delivered next year

expected impact and Countermeasures of developers:

Special emission limit of air pollutants in cement industry, It is bound to lead to the shutdown of some cement enterprises. In this way, the project construction will enter the dilemma of having no rice to cook

▽ the following is the original text of the attached opinion draft:

action plan for the comprehensive treatment of air pollution in autumn and winter in Beijing, Tianjin, Hebei and surrounding areas

metal texture dividing line

(exposure draft)

overall requirements

main objective: adhere to seeking progress while maintaining stability, and promote the continuous improvement of air quality on the basis of consolidating the results of air quality improvement in the environment of zero growth of synthetic ammonia, urea and ammonium phosphate production capacity. Fully achieve the air quality improvement target in 2018; From October 1, 2018 to March 31, 2019, the average concentration of fine particulate matter (PM2.5) in Beijing, Tianjin, Hebei and surrounding areas decreased by about 5% year-on-year, and the days of severe and above pollution decreased by about 5% year-on-year

basic ideas: adhere to the problem orientation, based on the optimization and adjustment of industrial structure, energy structure, transportation structure and land use structure, focus on promoting clean heating, public transit railway, enterprise upgrading and upgrading, consolidate the achievements of the comprehensive rectification of "scattered pollution" enterprises, pay close attention to the special rectification of diesel trucks, industrial furnaces and volatile organic compounds (VOCs), effectively deal with heavy polluted weather, and implement peak staggering production in autumn and winter, Strengthen regional joint prevention and control, strictly supervise and hold accountable, and further promote the comprehensive treatment of air pollution in autumn and winter

main tasks

adjust and optimize the industrial structure:

1. Strictly control the production capacity of "two high" industries. All localities accelerated the completion of the red line of ecological protection, the bottom line of environmental quality, the online use of resources, and the preparation of the list of environmental access, and made clear the industries, production processes, and industrial catalogs that are prohibited and restricted from development

by the end of December 2018, all cities will complete the delimitation of the ecological protection red line. Heavy polluting enterprises in urban built-up areas should effectively implement classified disposal by means of complete shutdown, transformation and development, on-site transformation, and relocation abroad. The relocation of heavily polluting enterprises such as iron and steel should focus on the transfer outside the region. Tangshan, Handan and Anyang are not allowed to build or expand steel projects, and foreign steel enterprises are forbidden to relocate to this place

strengthen the elimination and reduction of production capacity in iron and steel, coking, building materials and other industries, and the iron and steel enterprises listed in the capacity reduction will withdraw from the supporting sintering, coke oven, blast furnace and other equipment. In 2018, the steel production capacity of Hebei Province was reduced by more than 10million tons, that of Shanxi Province by 2.25 million tons, that of Shandong Province by 3.55 million tons, and that of Henan Province by more than 1.5 million tons

complete the elimination of 48 coal-fired units with a total of 2.94 million kW in the region. Hebei and Shanxi provinces have fully launched the elimination of coke ovens with a carbonization chamber height of 4.3 meters or less and a service life of more than 10 years; Hebei, Shandong and Henan provinces should formulate the plan of "coking with steel" according to the goal that the ratio of coking capacity to steel capacity will reach about 0.4 by the end of 2020, and increase the elimination of independent coking enterprises

2. Consolidate the comprehensive renovation achievements of "scattered pollution" enterprises. All localities should establish a dynamic management mechanism for "scattered pollution" enterprises, further improve the identification standards and rectification requirements for "scattered pollution" enterprises, and resolutely put an end to the construction of "scattered pollution" projects and the relocation and resurgence of banned "scattered pollution" enterprises

with the relaxation of the new energy vehicle policy

by the end of September 2018, all localities will complete a new round of "scattered pollution" enterprise screening, and implement classified disposal according to the principle of "stop first and treat later". For those that are shut down and banned, the "two interruptions and three cleanings" (cutting off industrial water and electricity, and removing raw materials, products, and production equipment) should be practically achieved; For the integration and relocation, environmental impact assessment shall be carried out according to law; For upgrading and transformation enterprises, they should implement in-depth governance against standard advanced enterprises, which can be put into operation after being jointly reviewed and signed by relevant departments, and should be made public to the public and subject to social supervision

the "messy and dirty" enterprise clusters should be comprehensively renovated, the overall rectification plan should be formulated and made public to the public, the regional environmental remediation work should be promoted synchronously, and the "dirty, messy and poor" production environment should be changed. If the enterprise fails to meet the requirements of governance standards, the power company will not supply power, and those who supply power in violation of regulations will be publicly held accountable

3. Deepen industrial pollution control. From October 1st, 2018, the special emission limits of air pollutants in thermal power, steel, petrochemical, chemical, non-ferrous (excluding alumina), cement industries and industrial boilers will be strictly implemented, and the upgrading and transformation of pollution control facilities in key industries will be promoted. We will continue to promote the treatment of unorganized emissions from industrial enterprises, and implement closed storage, closed transportation, and systematic collection, which will be basically completed by the end of 2018

orderly promote the transformation of ultra-low emissions in the steel industry. Deepen the organized emission control, and the emission concentration of sintering flue gas particles, sulfur dioxide and nitrogen oxides shall not be higher than 10, 35 and 50 mg/m3 respectively, and other production processes shall not be higher than 10, 50 and 150 mg/m3 respectively

strengthen the unorganized emission control, and all material storage, transportation and production workshops should be closed; Implement clean transportation, and bulk materials and products are mainly transported by railways, waterways, pipelines, new energy vehicles or vehicles that meet the national six emission standards. Start the work of covering and sealing the coke oven body in the built-up area of the city, and collect and treat the waste gas

further promote peak shift production and transportation in industrial enterprises:

implement peak shift production in differentiated industrial enterprises. All localities should implement peak shift production in autumn and winter for high emission industries such as iron and steel, building materials, coking, foundry, nonferrous metals, chemical industry, based on the principle that the emission of pollutants reduced by peak shift production should not be less than the new emission of heating. By the end of September 2018, all cities should complete the formulation of peak staggering production plan, which should be refined to the enterprise production line, process and equipment. The benchmark capacity of enterprise peak staggering production is calculated based on the capacity in September 2018

implement differentiated management, and prohibit the "one size fits all" approach. For environmental protection benchmarking enterprises whose pollution emission performance is significantly better than that of other enterprises in the same industry, they should limit production less or not

steel, coking and casting industries implement partial peak shifting production. In Tianjin, Shijiazhuang, Tangshan, Handan, Xingtai, Anyang and other key cities, the steel production capacity is limited by 50% in the heating season; The proportion of production restriction in other cities shall not be less than 30%, and the provincial government shall formulate an implementation plan as a whole; The production limit measurement is based on the production capacity of blast furnace, and the supporting sintering, coke oven and other equipment are stopped and limited synchronously, which is verified by the actual power consumption of the enterprise

if the organized and unorganized emissions of iron and steel enterprises and the transportation of bulk materials and products fully meet the ultra-low emission requirements, peak shifts may not be allowed, and the production may be limited by 50% during the orange and above heavy pollution weather warning period, which shall be reported by the relevant provincial departments to the Ministry of ecological environment and the Ministry of industry and information technology for the record; Only some production processes and links that meet the ultra-low emission requirements are still included in the peak staggering production implementation plan, and differentiated peak staggering is implemented according to the emission performance level

during autumn and winter, the coking time of coking enterprises is extended to more than 36 hours; If the coke oven body is covered and closed, and the coke oven chimney exhaust gas desulfurization and denitration device is equipped, and the special emission limit is reached, the peak shift may not be allowed. In addition to electric furnaces and natural gas furnaces that meet the emission requirements, other casting and smelting equipment (including pig iron blast furnaces for casting) in the casting industry will be shut down in the heating season. If production is really necessary under special circumstances, it should be reported to the local and municipal people's governments for approval; Electric furnaces and natural gas furnaces shall be shut down during the yellow and above heavy pollution weather warning period

written at the end

this year's "work suspension order" is about to begin! The policy direction entrusted for the cause of environmental protection is good. I also hope that the implementation process of this shutdown can draw some experience and lessons from last year and promote the implementation of the policy based on the actual situation