Power rationing in many places, sorting out the operation status of PCB-related enterprises
2021-09-29 11:26
Source: HNPCA
In order to promote the management and scientific allocation of total energy, force the adjustment of industrial structure and energy structure, and help achieve the goal of carbon peak and carbon neutrality, a series of policy measures such as "double control", "power restriction" and "production restriction" have been introduced in many places across the country. According to incomplete statistics, there are power rationing in the following provinces.
To this end, HNPCA Xiaobian has partially sorted out the operation status of PCB-related enterprises due to power rationing. The details are as follows:

South Asia New Materials: On September 28, it was stated on the interactive platform that the company's East China and South China production bases have not received relevant notification documents from government departments. There are currently no electricity restrictions, and the company's production and operation are all normal.
Ostcom: On September 27, it stated on the interactive platform that active measures have been taken to deal with the power restriction policy in Guangdong Province. The current impact on the company and risks are controllable.
On September 27, its official micro released the relevant "proposal on electricity saving and energy saving" to cooperate with the local government's power restriction policy and contribute to energy conservation and consumption reduction.
Shenghong Technology: On September 27, it was stated on the interactive platform that the company has not been significantly affected by the power restriction policy. The company has adopted effective response plans for the risk of power restriction. It can independently solve a certain proportion of power demand by using generators and photovoltaic power stations., Production and operation are normal.
Zhongjing Electronics: On September 27, it said on the interactive platform that the company was taking measures to deal with the impact of power rationing.
Guangxin Materials: On September 27, it was stated on the interactive platform that the company has not been affected by the power cut and the company is operating normally.
Shennan Circuit: On September 25, in response to investors' "recent power supply shortage, whether production is affected", the company said that the company's current production and operation are all normal.
Chongda Technology: On September 24, it was stated on the interactive platform that the company had not yet received a notice of power rationing.
Xinxing: Suzhou stopped supplying electricity for industrial production from 12: 00 noon on September 26 to 24: 00 on September 30, and the company cooperated with the shutdown. During the shutdown, production will be coordinated with other plants within the Group to meet customer demand for shipments. The company will closely observe the follow-up development situation, and it is expected that the 4.5 working days of suspension have not caused significant impact for the time being.
Nandian said: In continuous communication with the local government, Suzhou Kunshan Factory is currently operating continuously, with little impact on the operation in the third quarter. Local policies need to be observed in the fourth quarter. In addition, the Kunshan plant is equipped with power generation equipment for its own use, and the plant is currently not short of electricity. Jing Shuo pointed out that Suzhou factory has received a notice from the local government that electricity is limited to one day, but the situation in October remains to be seen.
It is reported that Nandian Kunshan Factory mainly produces PCB, copper foil substrates, ABF and BT carrier boards, among which printed circuit boards include front and back processes.
Jing Shuo said: Suzhou factory has received a notice from the local government that electricity is limited to one day, but the situation in October remains to be seen.
Jingshuo Suzhou Factory accounts for about 15% of Jingshuo's overall consolidated revenue, mainly producing BT carrier boards and printed circuit boards.
Huatong Computer said: Suzhou Factory and Jianding Wuxi Factory are currently operating normally. If they receive relevant notice, they will cooperate with local government policies. Suzhou factory is mainly SMT, no PCB capacity, can be dealt with by Huizhou factory. Huizhou factory has received the notice and power outage, is currently powered by generator.
Dingying/Taijun (Kunshan): Received power restriction request and reduced load production, is deploying other plant capacity support, as well as pre-prepared inventory response. Taijun launched cross-strait capacity scheduling to meet customer needs as much as possible.
Taiwan Optoelectronics/Jingpeng/Bai Cheng (Suzhou): In line with local government policies, production has been discontinued;
Jin Like Electric/Jialian Yi (Suzhou): In line with the local government's energy consumption double control policy, the subsequent capacity allocation will be carried out, including the Taiwan plant to support production.
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