[Focus Analysis] Three-Year Action Plan: Improving Overcapacity Elimination Standards is the Focus of Concern

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New key areas such as steel, coking, and electrolytic aluminum are strictly prohibited in key areas, and the elimination of excess capacity is raised.

Prior to this, the excess capacity elimination standard was to eliminate the blast furnace with a volume of less than 450 liters. In the new three-year action plan, key areas required to increase the excess capacity standard. Then let us assume that if we only increase it to less than 451, the standard will increase by one cubic, which may make the existing 450 cubic blast furnace in production face the fate of elimination. The capacity of each 450 blast furnace is 550,000 tons. If so specified and actually implemented, a certain amount of excess capacity will be eliminated.

The State Council executive meeting held on June 13, 2018 deployed a three-year action plan for the Blue Sky Defence War. Here we briefly analyze the main content and possible impact of the meeting:

Main areas:

Focusing on key areas such as Beijing-Tianjin-Hebei and surrounding areas and the Yangtze River Delta region.

Action goal:

Through three years of efforts, the concentration of fine particles was further significantly reduced, and the number of days of heavy pollution was significantly reduced.

Main measures:

First, the source must be prevented and controlled, and key prevention and control.

1. It is strictly forbidden to increase production capacity such as new, coking and electrolytic aluminum in key areas, and raise the elimination standards for excess capacity.

2. Concentrate on promoting the management of loose coal.

3. Significantly increase the proportion of railway freight.

4. Encourage the elimination of inland shipping vessels for more than 20 years.

5. From January 1 next year, the country will supply a full range of automotive gasoline and diesel that meets the national six standards.

6. Develop and promote energy-saving and efficient technologies and products, and foster the development of energy-saving green environmental protection industries.

Second, we must scientifically and rationally and gradually and effectively control pollution.

1. Continue to control the total coal consumption in key areas, and effectively eliminate coal-fired units and small coal-fired boilers that do not meet the standards.

2. Establish an enterprise emission permit system covering all fixed pollution sources, and resolutely rectify the discharge standards.

3. Strengthen dust and open pit mine remediation and improve straw burning control measures.

4, adhere to the actual starting point, Yidian electricity, gas, gas, coal, coal, heat should be hot, to ensure that the people in the northern region safely warm winter.

Third, we must innovate environmental supervision methods.

1. Promote “double random, open” supervision and encourage the public to report environmental violations.

2. Strict environmental law enforcement inspectors to carry out major challenges such as air pollution in autumn and winter, diesel truck pollution, industrial furnace kiln treatment and volatile organic matter remediation in key areas.

3. Improve regulatory standards and environmental monitoring networks, strengthen information disclosure and accountability, and mobilize all social forces to jointly defend the blue sky.

At present, the Ministry of Ecology and Environment has initiated intensive supervision of key areas such as Beijing-Tianjin-Hebei and the surrounding areas, the Yangtze River Delta and the Yan-Ping Plain, which will continue from June this year to the end of April next year. Intensive supervision will further urge local party committees and governments at all levels to implement air pollution prevention and control responsibilities, strengthen joint prevention and control of regional joint defense, deepen comprehensive management, increase efforts to combat environmental violations, promote improvement of environmental air quality, and retain more for the masses. Blue sky.

Key analysis

Four key points:

Key prevention and control pollution factor: PM2.5

Key areas: Beijing-Tianjin-Hebei and surrounding areas, the Yangtze River Delta and the Plains

Key time periods: autumn and winter and early spring,

Key industries: thermal power, building materials and other industries, as well as scattered pollution enterprises, loose coal, diesel trucks, dust management.

The most important thing, the most important thing, the most important

New areas, coking, electrolytic aluminum and other production capacity are strictly prohibited in key areas, and the elimination of excess capacity is raised.

Prior to this, the excess capacity elimination standard was to eliminate the blast furnace with a volume of less than 450 liters. In the new three-year action plan, key areas required to increase the excess capacity standard. Then let us assume that if we only increase it to less than 451, the standard will increase by one cubic, which may make the existing 450 cubic blast furnace in production face the fate of elimination. The capacity of each 450 blast furnace is 550,000 tons. If so specified and actually implemented, a certain amount of excess capacity will be eliminated.

Encourage the elimination of ships using inland waterways for more than 20 years.

The elimination of the old ship will release the demand for a new ship, which will benefit the increase in shipbuilding orders and shipboard demand.

Significantly increase the proportion of railway freight.

This policy may increase the demand and production of railway wagons, and may also cause the use, procurement and production of diesel vehicles in key areas.

Let us wait for the announcement of the full text of the three-year action plan.

Environmentally Enhanced Inspection:

Key areas: Beijing-Tianjin-Hebei and surrounding areas, the Yangtze River Delta, the plains

Inspection time: This June will last until the end of April next year.

Purpose of supervision: Supervise local implementation of responsibilities, increase law enforcement efforts, and improve air quality.

Reasons for supervision: In the past, the implementation of environmental protection work in various places was not entirely satisfactory.

This time from now on, not only covers the entire heating season, but also is five months ahead of the traditional heating season from November to April. This will continue to strengthen the environmental execution of the time period and increase market concerns about supply impact.

related news:

The "Three-Year Action Plan to Win the Blue Sky Defence War" will be issued and implemented in the near future. The overall goal is to reduce the total emissions of major air pollutants, reduce greenhouse gas emissions, and further reduce the concentration of PM2.5 after three years of efforts. Significantly reduce the number of days of heavy pollution, significantly improve the quality of the ambient air, and significantly enhance the people's blue sky happiness.

In April, the last 10 cities with relatively poor air quality in 74 cities (from 74th to 65th) were: Tangshan, Xingtai, Shijiazhuang, Taiyuan, Changzhou, Yangzhou, Handan, Beijing, Langfang and Baoding (tied together) ). From January to April, the last 10 cities are: Xingtai, Shijiazhuang, Xi'an, Handan, Tangshan, Baoding, Taiyuan, Zhengzhou, Xuzhou, and Zhangzhou.

Compared with the same period of last year, the national air quality in January-April 2018 showed an overall improvement trend, but the air quality in some regions and cities declined in April. The main reasons were: First, the meteorological conditions were poor, which was not conducive to the spread of atmospheric pollutants. Second, industrial production and construction activities increased, and pollutant emissions increased significantly. Third, the dusty weather is frequent, and the number of days of atmospheric particulate matter increases.

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