The Ministry of Ecology and Environment recently issued the "Beijing-Tianjin-Hebei and surrounding areas of 2018-2019 autumn and winter air Pollution control critical Action Plan" (hereinafter referred to as the "plan") advice draft. "Program" requirements, the steel, coking, foundry industry to implement part of the wrong peak production, building materials industry to implement a total wrong peak production. The key city heating season steel production capacity is limited to 50%; other cities should not be less than 30%, the provincial government to formulate the implementation plan, the "Scattered pollution" enterprise cluster implementation of the overall renovation.

　　If the enterprise fails to meet the standards of governance, the power company shall not supply electricity, and the illegal power supply should be publicly accountable. Industry insiders believe that the government's continued high pressure on environmental protection, the industry has mixed influence. This year's programme is more stringent than last year's implementation, and the time to make it possible is prolonged.

　　Winter peak to the production of steel mills or more than last year, coke industry boom is expected to increase with environmental protection requirements, and policy expectations for the aluminum industry chain price catalysis deserves attention.

　　This year's more stringent environmental protection policy compared with last year's policy, this year's policy of environmental protection limiting the difference is obvious, at the same time more stringent. Air Quality improvement objectives for this year, October 1, 2018 to March 31, 2019, Beijing, Tianjin and Hebei and surrounding fine particulate matter (PM2.5) average drop of 5% or so, heavy and above the number of days of pollution decreased by about 5%.

　　And last year's limited target is the Beijing-Tianjin-Hebei air pollution transmission channel City PM2.5 down more than 15% year-on-year, the number of heavy pollution fell more than 15%. "Plan" proposed that the 2018-2019 heating season limited implementation scope is still "2+26" city, and last year basically the same. By the end of September 2018, the cities to complete the production of the wrong peak, the company's production of the benchmark output capacity of September 2018 capacity. The proportion of limited, last year to clear Shijiazhuang, Tangshan, Handan, Anyang and other key cities heating season 50%, the focus of the city is new Tianjin and Xingtai.

　　But unlike last year, the demand for other cities to be limited to the proportion of less than 30%. Optimize the capacity structure, the "program" requires more steel, coking, building materials and other industries to eliminate capacity and pressure reduction, included to the capacity of the steel enterprises, together with the exit of the matching sintering, coke oven, blast furnace and other equipment. 2018, Hebei Province steel capacity reduction of more than 10 million tons, Shanxi province pressure reduction of 2.25 million tons, Shandong province pressure reduction of 3.55 million tons, Henan province pressure reduction of more than 1.5 million tons.

　　48 units in the region to complete the elimination of 2.94 Million-kilowatt coal-fired units of the task. The programme was first proposed this year, iron and steel enterprises have organized emissions, no organized emissions and bulk materials and product transport to achieve ultra-low emission requirements, can not be the wrong peak, in the orange and above the heavy pollution weather warning period of 50%, by the relevant provincial departments of the Ministry of Ecological Environment, industry and Information Technology Department for the record, only some production processes and links to achieve ultra-low emission requirements, still included in the peak production implementation plan, according to emission performance level to implement differential peak.

　　Limited and emission reduction have different impact on related industries This year, the programme has made some new changes in terms of limiting and reducing emissions in the steel industry compared to last year. In this respect, my steel network information director Xu Xiangchun to the Shanghai News reporter said, overall, this winter, the peak of the production of steel mills impact, than last year increased.

　　The short-term impact is the autumn and winter peak production implementation time or extension, last year from November 15 to the next March 15, this year may be from early October to the end of March. "Long-term impact is to continue to reduce steel production capacity, but also put forward pressure reduction coking capacity, Beijing, Tianjin and Hebei and surrounding areas to implement the policy of steel fixed Coke." In addition, increase the proportion of railway transport, steel materials and product transport mode will also have a significant impact.

　　"Xu Xiangchun said. Treasury securities Research reported that in 2018-2019, the heating season to continue the production of limited production, the relevant costs of the collection of the expected strengthening of the cost of alumina/prebaked anode price upward push up aluminum prices and consumption of low season inventory continued to decline in the catalyst, aluminum price shocks rise is a big probability event,

　　The specific tempo and intensity will depend on the landing of the policy. According to their calculations, the affected electrolytic aluminum in the production capacity of 9.6 million tons, such as strict implementation, heating season will reduce the production of electrolytic aluminum 960,000 tons; the affected alumina in production capacity of nearly 30 million tons, such as strict implementation,

　　The heating season will reduce the production of nearly 3 million tons of alumina (corresponding to the production of 1.5 million tons of electrolytic aluminum), alumina output slightly larger than electrolytic aluminum. Industry Personage said, "The plan" proposed, October 2018 end, "2+26" the city wants to complete the disperse coal substitution 3.92 million households. Before the end of December 2018, Beijing, Tianjin, Hebei, Shandong, Henan, the basic elimination of 35 steam tons per hour below the coal-fired boilers. Clean heating and coal gas modification is worth paying attention to.

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