信陽毛尖(00362.HK)考慮把牡丹江下游煤化工生產線轉移至黑河龍江
格隆匯 4 月 13日丨信陽毛尖(00362.HK)公吿，中國於2020年全國人大及全國政協會議中通過十四五規劃和2035遠景目標綱要，並落實執行碳中和議題。中國承諾2030年前，達到二氧化碳排放量不再成長的"碳達峯"；二零六零年前以節能減排、採用再生能源等方式，抵銷二氧化碳排放量的"碳中和"。因此，中國對高耗能產業(包括電石生產)正進行積極整改。
於2021年三月召開的內蒙古全區發展和改革工作會議提到，內蒙古"十四五"期間原則上不再審批新的煤化工專案，並對現有煤化工項目作出新指示，其中包括：加快淘汰化解落後和過剩產能。引導產能過剩行業限制類產能有序退出，實施產能置換升級改造。此等政策將減低內蒙地區煤化工產品的產能。
內蒙古除了管制高耗能產業的產能外，亦針對高耗能產業提高其使用電價。並嚴格按照國家規定對包括電石等8個行業實行差別電價政策。內蒙古是黑龍江省高耗能產業的主要競爭地區，內蒙古現時實行的高耗能產業整改政策將消除其生產優勢，相反，由於黑龍江省於近十年前已使用相關減排標準，所以在此消彼長的情況下，黑龍江省的高耗能產業將逐漸突顯其生產優勢，尤其是黑龍江省黑河市。
集團旗下從事電石生產及銷售的子公司－黑河龍江化工有限公司("黑河龍江")，坐落於黑河市對俄加工園區，是全國唯一地區輸入俄電。該輸入俄電是使用最清潔能源水力發電，符合中國"碳中和"政策，而且電價相對穩定，因此黑河龍江非常合適作為高耗能產業，如大數據處理中心、煤化工、冶金及加密貨幣運算等行業的生產基地。
董事局注視到近期煤化工產品的市場價格出現顯著的結構性上升，並認為此價格將會維持一段長時間。而黑河龍江將乘此機遇，落實進行電石復產計劃，並預計於2021年五月將第一批電石推出市面。
董事會會就黑河龍江的復產進度作出適時檢討，並將重新考慮把牡丹江市的下游煤化工生產線轉移至黑河龍江，以達至百份百產能的目標。
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