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京津冀等6省市部分企业停限产 生态环境部将适时督查
2018-07-17 08:14 上海证券报
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  京津冀等6省市部分企业停产限产

  生态环境部将适时开展重点督查

  ⊙记者 李苑

  记者获悉,生态环境部近日向京津冀及周边地区6省市发函,建议及时启动重污染天气应急预案,加大监督检查力度。随后,北京、天津等地分别发布重污染天气预警,并要求部分企业停产限产。

  业内人士认为,此次应急措施短期对钢材供应影响不大,但长期仍有较大影响。而对水泥来说,环保限产短期内为价格上涨提供了条件,但在没有解决产能过剩等问题前,水泥价格仍会有波动。

  据上证报记者了解,上述函件建议“2+26”城市中,未启动重污染天气应急预案的城市,应于3月24日24时前发布重污染天气预警,果断采取应急减排措施。

  按照文件要求,北京、天津、山东、山西、河北、河南等地纷纷发布重污染天气预警,并把水泥、钢材、燃煤电厂等行业列入停产限产范围。

  山东泰安市、日照市、滨州等多城市日前陆续发布重污染天气预警,强制性污染减排措施包括水泥粉磨等企业停止生产。河南启动Ⅱ级应急响应,依据此前印发的《河南省重污染天气应急预案》要求,Ⅱ级应急响应工业减排措施包括水泥粉磨站全部停产等。

  自去年初以来,全国水泥市场价格呈现持续上升态势,尤其是进入8月份市场旺季后,水泥价格保持了与往年相同的、规律性的较快上涨势头,价格涨幅比往年有所提升。此外,主要受益于供需格局改善、产品量价齐升,海螺水泥天山股份等上市公司,去年无论是收入还是盈利,均有较快增长。

  有行业分析师向上证报记者表示,此次临时限产停产短期对水泥行业有一定影响,客观上为价格上涨提供了条件。但长期看,水泥价格应和资源消耗及环境保护相匹配。在没有解决产能过剩等问题之前,水泥价格仍然会有波动。

  “今年总体而言,受环保治理影响,钢材供应仍受限制,这对钢材价格的稳定具有支撑作用。”在我的钢铁网资讯总监徐向春看来,为应对不利天气影响,临时停产时有发生。如河北省武安市为改善大气质量,所有高炉焖炉自3月16日起停产10多天。虽然短期停产对钢材市场供应影响不大,但长期来看,常态化的累积效应也会对市场供应产生较大影响。

  记者还了解到,生态环境部派驻“2+26”城市的督察组、巡查组将根据各地新修订的重污染天气应急减排清单,重点督查应急减排措施落实情况,并将派出机动督察组赴重点城市开展督查工作。

责任编辑:李彦丽

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