The Ministry of Industry and Information Technology announced on the 28th the four major constraints of China's industrial energy-saving emission reduction during the “Twelfth Five-Year Plan” period and this year, in which the three indicators of industrial added value energy consumption, carbon dioxide emissions, and water use were all compared to the end of last year. The goals initially established at the work conference on informationization have improved. Analysts believe that due to energy conservation and emission reductions and the recent increase in PPI, the “price increase” of industrial products such as steel and cement has generally occurred, and the recent industry’s higher profits and revenue growth are expected to maintain.

Intensifying supervision and inspection According to the latest figures released by the Ministry of Industry and Information Technology, the value-added energy consumption, carbon dioxide emissions, and water consumption per unit of industry in 2015 were 18%, 18%, and 30% lower than those at the end of the “Eleventh Five-Year Plan”, respectively. Industrial solids The comprehensive utilization of waste should be increased to about 72%.

Su Bo, deputy minister of the Ministry of Industry and Information Technology, said that these indicators were slightly adjusted from the initial targets set at the national conference on industrial and informatization at the end of last year. In addition to the comprehensive utilization rate of industrial solid waste, the Other three indicators require higher levels. At that time, it was determined that “In 2015, the energy consumption per unit of industrial added value and carbon dioxide emissions will be reduced by about 16% compared with the end of the 11th Five-year Plan, the water consumption per unit of industrial added value will be reduced by about 25%, and the comprehensive utilization rate of industrial solid wastes will increase. To 76% or so."

Decomposition into 2011, Su Bo said that this year's four indicators should be reduced by 4%, over 4% and 7%, and increase by 2.2 percentage points over the same period last year. Compared with the target set at the end of last year, except for the increase in water consumption per unit of industrial value from 5% to 7%, the other indicators have not changed.

Zhou Changyi, director of the Department of Energy Conservation and Comprehensive Utilization of the Ministry of Industry and Information Technology, said that the goal set forth in this report is the goal of “get out of reach”. "Industry as the key area of ​​China's energy and resource consumption and pollutant discharge should play a major role in energy conservation and emission reduction, and should have higher requirements on indicators. If the indicators are too low, there is not enough binding force to mobilize the polarities of all parties." Zhou Changyi further stated All localities will pay close attention to the research and put forward the target of reducing the energy consumption per unit of industrial added value this year. The Ministry of Industry and Information Technology does not put forward assessment requirements for local governments, but will strengthen the supervision and inspection of key energy-using enterprises and assist local governments in achieving certain goals.

In addition, Su Bo also revealed that the Industrial Transformation and Upgrading Plan that the Ministry of Industry and Information Technology is organizing preliminarily determined that the unit's industrial added value energy consumption, water consumption, carbon dioxide emission intensity and industrial sulfur dioxide, chemical oxygen demand, nitrogen oxides will be adopted during the “Twelfth Five-Year Plan” period. And ammonia nitrogen emissions and other binding indicators.

Pushing up the price of products In recent months, the profit rate and growth rate of industrial companies have been at historically high levels. The report of Essence Securities considers this to be largely due to energy conservation and emission reduction.

According to data from the Ministry of Industry and Information Technology, in the first two months of this year, the industrial enterprises above designated size achieved a profit of 645.5 billion yuan, a year-on-year increase of 34.3%. The industrial enterprises above designated size achieved a total revenue of 1,099.7 billion yuan, up by 31% year-on-year.

According to Anxin Securities, energy saving and emission reduction has caused the PPI to rise, and the high price level has directly boosted the income growth of industrial enterprises. At the same time, the supply shortage caused by energy conservation and emission reduction has also increased corporate profits. In addition, the profit growth of some downstream enterprises such as textile and clothing, electrical machinery and electronic equipment industries is also very high, which may be related to the strong demand of downstream related industries, which also provides the basis for the “price increase” of midstream industrial products.

Zhou Tao, an analyst at Great Wall Securities, believes that with the passage of time, the marginal utility of various means of energy conservation and emission reduction will diminish. However, as the Ministry of Industry and Information Technology does not require local assessments this year, but focuses on key energy-using companies, the pressure for energy-saving and emission-reduction of some high-energy-consuming industries is still not small.