The China Electricity Council report recommends that the connotation of China's energy conservation and emission reduction will change with the changes in environmental governance and environmental quality and the development of the national economy. It is recommended that the state carefully summarize the “Eleventh Five-Year†energy conservation and emission reduction lessons and scientific settings. The “Twelfth Five-Year Plan†energy conservation and emission reduction targets, and the introduction of relevant policies to increase the use of market means for energy conservation and emission reduction management. The relevant researchers of the China Electricity Council told the Southern Reporter that “especially adopting practical measures to further promote electricity price reformâ€.
10 provinces thermal power companies suffered a total loss
According to the report of the China Electricity Council, from January to August, the profit of the power industry was 97.2 billion yuan, a year-on-year increase of 108.5%, but the profit of thermal power companies fell from 26.8 billion yuan in the same period of last year. 22 billion yuan, the central six provinces, Shandong Province, thermal power continued to lose all, and newly increased the loss of thermal power in the three northeastern provinces.
Correspondingly, from January to August, the power industry's sales profit rate was 4.0%, compared with the national industrial sales profit rate average of 6.03%, the overall is still low; the asset profit rate is only 1.4%, much lower than other Industry profit level.
This is a general crisis in the thermal power industry. On the one hand, it is a hard indicator of energy conservation and emission reduction, on the other hand, it is the loss of the right to speak of thermal power enterprises under the mechanism of “market coal and planned electricity†for a long time.
“The coal price continues to rise year-on-year, which is the fundamental reason for the decline in profits and the increase of operating pressure. At present, the price of coal in the national market fluctuates at a high level, and the market coal price has risen more than 100 yuan/ton over the same period of last year. The unit price of the five major power groups to the factory standard coal The average increase is over 15%, and the operating pressure is huge.†The above-mentioned CEC person said that the national unified inventory of 60.59 million tons at the end of September can only be used for 19 days.
In fact, coal prices have accounted for about 70% of the cost of thermal power companies. Since 2003, China's coal prices have continued to rise. Qinhuangdao's 5,500 kcal coal has risen more than 150%, while sales price increases have only increased by 32%.
“The losses in thermal power in the central and eastern regions are serious. The main reason is that the power grids of Hangkou Power Plants in Henan, Shanxi, Anhui, etc. have historically been low. In recent years, coal marketization, the national three-five applications have blown up some small coal mines with potential safety hazards and the cost of transportation of coal. The increase in coal prices has led to a large increase in coal prices.†Han Xiaoping, general manager of Beijing Qunying Investment Co., Ltd. believes that the cost of thermal power generation (fuel cost) is higher due to the limited proven reserves of coal and the increasing coal mining volume. ) will continue to rise.
Energy saving and emission reduction and forced price reform
"For a long time, the two sets of price systems of 'market coal and planned electricity' made the contradiction prominent. Coal enterprises can adjust prices according to market supply and demand, but power generation companies are government pricing." North China Electric Power University Energy Economics and Management Research Center It is believed that the large-scale loss of the thermal power industry has caused the long-standing "market coal, planned electricity" coal-electricity upside down phenomenon to once again cause people to think about thermal power.
In fact, since the National Development and Reform Commission promulgated the coal-electricity price linkage mechanism in 2004, the state has implemented four coal-fired price linkages, but it has not yet formed a clear market-based electricity price mechanism. Due to continued losses, the solvency of power generation enterprises has weakened, the difficulty of financing has increased, and the risk of capital chain breakage has increased significantly. At present, the heating period near the north is about to begin, and the power plant begins to store coal in winter. Some power plants have no money to buy coal, which may not produce. Guarantee the risk of electricity and heat supply.
“Although the energy conservation and emission reduction targets of the 11th Five-Year Plan have been exceeded, such as the shutdown of small thermal power units of 71 million kilowatts, the task of over 50 million kilowatts has been exceeded; and the task of reducing sulfur dioxide emissions is also completed ahead of schedule, but in energy conservation and emission reduction. At the same time, it also paid a high economic price." The relevant personage of the China Electricity Council said that "but the current desulfurization price, renewable energy power generation subsidies and other compensation is still not fully in place."
But what is more serious is the energy conservation and emission reduction targets of the “Twelfth Five-Year Planâ€. During the "Twelfth Five-Year Plan" period, due to social economic affordability, market consumption capacity and technical level, the task of large-scale development of wind power, solar energy and other green energy power generation is very arduous, and structural adjustment is difficult. To achieve non-fossil energy consumption accounts for 15% of primary energy consumption and carbon emission reduction targets, the difficulty and pressure of work is greater.
The China Electricity Council called for further promotion of electricity price reform: First, in the process of forming a reasonable electricity price mechanism, we will continue to adhere to the principles and mechanisms of coal-electricity linkage, and at the same time solve the problem of long-term upside down of thermal power prices. The second is to increase the demand side management, play a role in guiding the adjustment of prices to demand; rationalize the price relationship between various terminal energy sources, and guide users to rationally consume various energy sources. The third is to speed up the pace of reform of the price mechanism of resource products, and to study as soon as possible the scientific and reasonable electricity price formation mechanism that conforms to the laws of the market and adapts to China's national conditions.
Industry perspective
China Electricity Council: The most difficult time has not yet arrived
China Electricity Council estimates that January 2011 will be the most prominent period of contradiction between supply and demand of coal. In 2010, the power consumption of power generation and heat supply in power plants nationwide may exceed 1.7 billion tons. However, considering the constraints of railway transportation capacity on the supply of coal in central and southwestern provinces, and the impact of coal safety production factors on local production, there may be tight supply and demand of coal in some areas. If it overlaps with extreme abnormal weather, it may even There will also be a shortage of coal.
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