Two emergency plans for high temperature weather with the highest surface temperature of 74. 1℃ in Henan province.
With the large-scale high-temperature heat wave gradually sweeping across many parts of the country, power operation guarantee has become the top priority. The document issued by the National Development and Reform Commission (NDRC) points out that reasonable and appropriate measures should be taken to further ensure the power supply in China and avoid the phenomenon of "power restriction". Recently, several provinces have intensively released work to deal with the shortage of electricity during peak summer.
At the opening today, the power sector continued to rise, with Huaneng International (6000 1 1) rising by more than 5%, followed by Shennan Power A, Funeng (600483), China Southern Power Grid Technology and Energy Saving Wind Power (601kloc-0/6). The wind power sector rose sharply, with daily limit of Dalian Heavy Industry (002204), Zhenjiang (603507) and Daikin Heavy Industry (002487), while shares of Lihai Wind Power, Tianneng Heavy Industry (300569) and Jin Lei rose by more than 10%.
The agency pointed out that in the context of "carbon neutrality", the power supply structure has ushered in certain changes, and the new energy operation industry dominated by wind power and photovoltaic will open up long-term growth space. Under the new normal of coal price and electricity price, thermal power assets are expected to usher in a bottom reversal. The fundamentals of thermal power have reached a dark moment, and it is expected to release greater performance flexibility under the new normal of coal price and electricity price.
Avoid the "power outage" during the peak period of electricity consumption in summer.
After four days of high temperature weather, the highest surface temperature in Henan recently reached 74. 1℃. On June 16, the daily maximum temperature of 59 stations in the province 120 national meteorological stations exceeded 40℃, and the highest temperature was Linzhou meteorological station, reaching 42.0℃. The highest surface temperature of 92 stations in the province exceeds 60℃, and the highest surface temperature of 8 stations exceeds 70℃; The surface temperature of Xixia Station reached 74. 1℃, the highest in the province.
According to the forecast of China Meteorological Bureau, there will be high temperature weather in Huanghuai and North China in the middle and late June, with the local temperature reaching 40 degrees; In summer, there may be a large-scale high-temperature heat wave in East China, Central China and Xinjiang, and the average temperature may be higher than the same period of last year, which is expected to bring about a surge in electricity consumption of the tertiary industry and urban and rural residents.
Under the superposition of resumption of production and high temperature heat wave, the overall electricity demand in the third quarter is expected to rebound sharply. Recently, several provinces have intensively released work to deal with the shortage of electricity during peak summer. Measures include but are not limited to strengthening demand side management, orderly operation, power rationing by turns, and inter-provincial mutual assistance. Yunnan, Shenzhen, Hebei, Zhejiang, Henan, Anhui and other provinces pointed out in the documents that there was a gap in power supply in the province during the peak summer this year.
The price monitoring center of the National Development and Reform Commission published an article in Economic Daily, pointing out that in order to further protect China's power supply and avoid the phenomenon of "power cut", reasonable and appropriate measures should be taken. First of all, based on the basic national conditions of coal, relevant support policies should be introduced to increase the supply of coal market. First, release domestic advanced coal production capacity safely and orderly, and promote coal production and supply. The second is to increase coal imports. Secondly, it is necessary to introduce relevant relief measures to support coal-fired power enterprises to make more efforts. Third, vigorously support the development of renewable energy such as wind power. Finally, promote local governments to introduce plans to deploy orderly electricity use.
Meng Wei, spokesman of the National Development and Reform Commission, said in June 16 that all kinds of generator sets should be promoted. Ensure that the output level of thermal power is better than normal, save electricity through more power generation, and promote more power generation and utilization of wind power and solar energy (00059 1).
Recently, the 5 1.2MW synchronous motor for blast furnace fans, which was developed by Shanghai Electric Machinery Factory and applied to Inner Mongolia Baotou Steel Metal Manufacturing Co., Ltd., passed the full-load test and successfully put into production, breaking the monopoly of foreign manufacturers in this field. As of June 18, the total amount of domestic onshore wind power bidding in 2022 was about 38.75GW, of which the bidding amount before May and June 18 was 2.7 1GW and 1.85GW respectively.
Plate set off a wave of daily limit, Shennan Electric A5 3 board.
Today's opening, the power sector continued to rise, and wind power equipment, photovoltaic equipment, power industry and other sectors strengthened.
The wind power sector experienced a daily limit. By midday, the daily limit of Lihai Wind Power was 20CM, that of Daikin Heavy Industry, Zhenjiang Co., Ltd. and Jixin Technology (60 12 18), that of Jin Lei and Tianneng Heavy Industry was over 12%, and that of Taisheng Wind Power (300 129) was 65438.
Zhenjiang shares have two boards, and the closing price at noon is 3 1.85 yuan per share, with a total market value of 40 1 100 million yuan. Zhenjiang Co., Ltd. is engaged in the design, processing and sales of wind power equipment and photovoltaic equipment parts, and has established good cooperative relations with world-renowned enterprises such as Siemens Group, General Electric, Kangshibo and ATI, as well as domestic well-known listed companies such as Shanghai Electric, TBEA (600089) and Sunshine Power (300274).
Daikin Heavy Industry also harvested two consecutive boards, and the stock price was reported at 37.02 yuan/share in early trading, with a total market value of 2165438+300 million yuan. According to public information, Daikin Heavy Industry specializes in manufacturing onshore and offshore wind power equipment. Its main products include conventional land tower, large-diameter segmented land tower, low-wind flexible tower, offshore tower, single pile, pile group, jacket and offshore booster station.
The photovoltaic equipment sector rose, with Jinlang Technology (300763) trading at 20 cm, GCL Integration (002506) and An Cai Hi-Tech (600207) trading at daily limit, followed by Infineon (002334) and Hong Sheng (300693).
The power industry sector was among the top gainers. By midday, Green Energy Hui Chong, Huaneng International and Shanghai Electric Power (60002 1) had daily limit. Shennan Power A once again had a daily limit, recording three daily limits in five trading days, with a cumulative increase of 27.33%.
In terms of capital, today Northbound Capital holds 10 shares in the wind power equipment sector, with a total market value of 1 644,438+0.8 billion yuan; Holding 22 stocks in the power grid equipment sector, with a market value of 561020,000 yuan; It holds 35 shares in the power industry with a total market value of 6 1.2 1 100 million yuan. According to Oriental Fortune (300059), since June 15, Northbound Capital has accelerated its holdings of wind power equipment.
Domestic and international demand * * * encourages institutions to bet on track investment.
Minsheng Securities pointed out that Q2 hydropower is expected to continue the double growth trend of Q 1 power generation and revenue, and the harvest period is just around the corner; The demand for hydropower continues to weaken, the output of thermal power declines, and the coal price is still at a high level. The expected inflection point of Q2 thermal power profit may be delayed. The approval of new nuclear power units arrived as scheduled, new energy policies such as scenery were intensively introduced, and the long-term goal of low-carbon transformation on the power supply side remained unchanged. Yangtze Power (600900) is recommended for the hydropower sector, and SDIC Power (600886) and Huaneng Hydropower (600025) are cautiously recommended. Shenneng shares (600642) are recommended for the thermal power sector; In the nuclear power sector, China Nuclear Power (60 1985) is recommended, and China Guangnuclear Power (003816) is cautiously recommended; The scenery operation section recommends Three Gorges Energy and cautiously recommends Longyuan Power.
Ping An Securities pointed out that in terms of wind power, performance recovery and commencement expectations are expected to drive investment opportunities in the wind power sector in the second half of the year, and it is suggested to pay attention to the two main lines of offshore wind power and onshore wind power. Offshore wind power generation is expected to meet the demand at home and abroad. Daikin Heavy Industry, Dongfang Cable (603606) and Yangming Intelligent (60 16 15) are recommended. Onshore wind power benefits from the opening of application scenarios such as decentralized wind power, and the supply and demand pattern of fans and parts is expected to improve. Sun Moon and Goldwind Technology (002202) are recommended.
Soochow securities (60 1555) pointed out that the installed capacity of offshore wind power is expected to be about 6-7GW in 2022, which has declined somewhat, but it is in line with industry expectations. After the window period, it is expected to reach 12- 13GW in 2023, and the first batch of scenic bases will be built in the first quarter of 2022. Considering the wind power construction cycle, the installed capacity of wind power will exceed 50 GW in 2022. In the first quarter of 2022, China's open tender market for wind power increased by 24.7GW, a year-on-year increase of 74%. It is estimated that the bidding volume will exceed 40GW from June to May in 2022, and it is expected to exceed 90GW in the whole year, which is expected to support the installed capacity of wind power in 2023. Investment opportunities in the wind power sector in the second half of the year are worthy of attention, and parts with better competition pattern will benefit.
Samuel Kwok, chairman and fund manager of Shifeng Assets, said that wind power will be a better investment track in the future, and the installed capacity of Haifeng may increase greatly after the economic improvement due to the reduction of industrial chain costs. "We will closely follow the fluctuation of supply and demand in various sub-industries, such as towers, blades, cables, complete machines, power stations and other upstream and downstream links, and look for investment opportunities in manufacturing links where supply and demand are relatively tight."
Emergency plan for hot weather 1
In recent years, in some areas of our country, the hot weather in summer is frequent, with high intensity, heatstroke and even death, which has caused damage to the health and life safety of workers and has become an important issue of concern to all sectors of society. In order to protect the health of workers and their related rights and interests, implement the provisions of relevant laws and regulations, further improve the heatstroke prevention and cooling work of workers before the high temperature comes, and effectively prevent and control the occurrence of heatstroke, the relevant requirements are hereby notified as follows:
One is to raise awareness and strengthen leadership.
All localities should fully understand the serious harm of summer heatstroke to workers' health from the height of adhering to people-oriented, implementing Scientific Outlook on Development and building a harmonious socialist society, and earnestly attach importance to and strengthen the work of heatstroke prevention and cooling in summer workplaces. All localities, especially areas with high frequency of high temperature weather in summer, should formulate relevant provisions for summer heatstroke prevention and cooling in accordance with the requirements of laws, regulations and standards and local conditions. All localities should establish a working mechanism of overall coordination of the government, close cooperation of relevant departments, responsibility of grass-roots organizations, and efficient and orderly operation of employers, so as to minimize the occupational hazards caused by high temperature heatstroke and protect the life, health and safety of workers.
Second, carry out extensive publicity activities.
All localities should take various forms to carry out publicity activities for heatstroke prevention and cooling, make full use of various media and places such as activity rooms, cultural stations, cultural squares and billboards in streets, communities and villages, guide the public to understand the basic knowledge and methods of heatstroke prevention and cooling at high temperatures, actively carry out training and drills, and enhance their ability of self-help and mutual rescue.
Third, clear responsibilities and strengthen supervision
Prevention and treatment of high temperature heatstroke is a comprehensive work, and relevant government departments and trade unions should strengthen supervision according to the division of responsibilities. The details are as follows:
(a) the health department in conjunction with the relevant departments, take various forms to carry out the propaganda work of heatstroke prevention and cooling, strengthen the preparation for medical treatment of heatstroke, and increase the supervision and inspection of the employer's occupational health supervision of workers engaged in high temperature and high humidity operations.
(II) Labor and social security departments should strengthen supervision and inspection of employers' compliance with labor and social security laws and regulations in workplaces with high temperature and high humidity, focusing on inspection of employees' working hours, vacation time, salary payment, and protection of female employees and underage workers.
(3) The supervision and administration department of production safety shall strengthen the supervision and inspection of the employers' compliance with the laws and regulations on production safety and occupational disease prevention in high-temperature and high-humidity workplaces, and urge the employers to effectively implement various heatstroke prevention and cooling measures in the workplaces.
(IV) Trade unions shall supervise the labor protection measures of employers in hot season according to law, give full play to the role of mass labor protection supervision and inspection network, and strengthen the supervision and inspection of heatstroke prevention and cooling. If an illegal act is found, it shall be stopped according to law, and the employing unit and the trade union shall request the relevant government departments to investigate and deal with it, if the circumstances are serious or refuse to accept the supervision opinions of the trade union.
The relevant government departments shall, in accordance with the law, stop acts that violate the relevant provisions of the state and endanger the health of workers, and order the employing units to make serious rectification. If the problem is serious, it should be severely punished, especially for some cases that seriously damage the health of workers and have a certain impact on society, it should be punished in accordance with relevant laws and regulations, and a news briefing should be held in due course.
Fourth, implement the responsibilities of employers
(a) the employer shall, in combination with the actual situation of the unit, seriously study and formulate emergency rescue plans for high-temperature heatstroke, strengthen drills, increase publicity and education on heatstroke prevention and first aid for workers, and do a good job in heatstroke prevention and cooling.
(2) The employing unit shall, before the arrival of hot weather, carry out health examination on the workers working in hot weather. Employees suffering from heart, lung, cerebrovascular diseases, tuberculosis, central nervous system diseases and other physical conditions unsuitable for high temperature and high humidity operations should be transferred from high temperature and high humidity jobs. For those who are temporarily unable to transfer their posts, protective measures should be taken in hot and humid weather to prevent heatstroke.
(III) Where there are high temperature and high humidity operations in the workplace and outdoor operations in summer, the employing unit shall earnestly implement various heatstroke prevention and cooling measures stipulated in relevant laws and regulations, Hygienic Standard for Design of Industrial Enterprises and Diagnostic Standard for Occupational Heatstroke.
(4) During the hot weather, the employing unit shall, according to the production characteristics and specific conditions, while ensuring the quality of work, appropriately adjust the labor rest system for hot work in summer, increase rest, reduce labor intensity, reduce work during hot hours, ensure safe production, and ensure the health and life safety of workers.
(5) Employers should strengthen the protection of female workers and underage workers. Pregnant female workers shall not be arranged to work in the open air in high temperature weather above 35℃ or in high temperature workplaces above 33℃.
Emergency plan for high temperature weather II
1, use:
In midsummer, the sunshine intensity is strong and the hot weather continues. In order to do a good job in heatstroke prevention and cooling at the construction site in summer, ensure the health of construction workers, continuously improve working conditions, and prevent production safety accidents such as heatstroke caused by high temperature weather, these measures are specially formulated.
2. Scope of application:
This system is applicable to xx Project Department of xx Power Construction Company.
3. Specific provisions:
(1) Seriously implement the responsibility system for heatstroke prevention and cooling.
Relevant units should conscientiously implement a series of requirements for heatstroke prevention and cooling at the construction site, strengthen the organization and leadership of heatstroke prevention and cooling with a highly responsible attitude towards the life and health of frontline construction personnel, improve and implement the responsibility system, formulate emergency plans, and pay close attention to the implementation of preventive measures to prevent workers from heatstroke and various production safety accidents caused by high temperature weather.
(2) Reasonable arrangement of work and rest time.
Pay close attention to the weather forecast of high temperature weather. Meteorology defines the maximum daily temperature as "high temperature day" when it is greater than or equal to 35 degrees Celsius, and the "high temperature day" that lasts for more than 5 days is called "continuous high temperature". Strictly implement the measures of "grasping at both ends and intermittently" to avoid high temperature, appropriately adjust the labor rest system for high temperature operation in summer, reduce labor intensity, strictly control outdoor operation time, avoid operation during high temperature period, and ensure the health and life safety of workers. In principle, when the temperature exceeds 37℃, outdoor operation is strictly prohibited from1:00 to 15: 00.
(3) Strengthen the rotation rest at work.
In summer, according to the technological process of construction, the labor organization should be adjusted as much as possible, and frequent shifts should be adopted to shorten the continuous operation time and strengthen the rotation rest at work. Strengthen on-site inspections, increase the publicity of heatstroke prevention and cooling knowledge and heatstroke first aid knowledge, and improve the safety awareness of all staff.
(4) Ensure that there is enough drinking water supply at the site.
Adequate drinking water, beverages, tea and various soups that meet the hygiene requirements should be supplied on site to effectively prevent heatstroke and avoid heatstroke.
(5) Implement heatstroke prevention and cooling items.
We should pay close attention to the front-line construction workers who insist on construction in hot weather, strengthen the propaganda of heatstroke prevention and cooling knowledge, require construction workers to carry heatstroke prevention drugs with them, such as Ren Dan, cooling oil and wind oil essence, and implement heatstroke prevention and cooling items for each worker.
(6) Actively improve the production and living environment of the construction site.
We should conscientiously implement the Regulations on the Management of Construction Sites, actively take measures to strengthen ventilation and cooling, ensure that temporary facilities such as dormitories, canteens, toilets and showers for construction workers meet the needs of heatstroke prevention and cooling, and provide cool drinks and commonly used heatstroke prevention drugs for construction workers. Electric fans must be installed in the dormitory and canteen of the construction site, and units with conditions should install air conditioners in the dormitory.
(seven) do a good job in health and epidemic prevention.
It is necessary to do a good job in health and epidemic prevention in the construction site and living quarters, strengthen the sanitary management of drinking water and food, strictly implement the food hygiene system, and avoid poisoning incidents caused by food deterioration; Strengthen the monitoring of summer-prone diseases. In case of legal infectious diseases and food poisoning, the on-site staff shall report to the relevant competent departments in time.
(8) Do a good job of fire prevention in summer.
In view of the fact that summer is hot, dry and prone to fire accidents, further strengthen fire prevention measures and regularly check flammable places such as power distribution room, warehouse and paint room. When problems are found, deal with them immediately, and equip them with fire-fighting equipment according to regulations.