How to solve the crux of the tight cycle of altern

2022-08-24
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How to solve the "tight cycle" of alternating rise in coal prices and electricity prices

how to solve the "tight cycle" of alternating rise in coal prices and electricity prices

China Construction machinery information

Guide: experts believe that promoting the reform of the power system and rationalizing the formation of extreme electricity prices will achieve twice the result with half the effort. Due to the severe situation of power shortage in some regions, the national development and Reform Commission recently raised the electricity price in some regions again after raising the electricity price in more than 10 provinces. However, although the electricity price

experts believe that promoting the reform of the power system and rationalizing the formation of extreme electricity prices will achieve twice the result with half the effort

due to the severe situation of power shortage in some regions, the national development and Reform Commission recently raised the electricity price in some regions again after raising the electricity price in more than 10 provinces. However, although the electricity price hike has stimulated the enthusiasm of power generation enterprises, the coal demand released from it has once again become the main factor driving its price rise. Some insiders even worry that it may enter a vicious cycle of "coal price electricity price" rising alternately, which also highlights the urgency of straightening out the electricity price formation mechanism as soon as possible

the latest Bohai Rim thermal coal price index released on Wednesday rose again, which is also the ninth consecutive week that the index rose, with an increase. Data show that the average price of Bohai Rim thermal coal in this period increased by 7 yuan/ton or 0.85% compared with the previous period. Among the coal prices in Qinhuangdao port, the price of 5800 kcal thermal coal increased by 10 yuan/ton, while the price of other coals increased by 5 yuan/ton, once again breaking the high value in the past two years

lixuegang, deputy general manager of Qinhuangdao coal trading market, believes that the recent news that some regions may raise electricity prices has stimulated the enthusiasm of coal supply and demand in coastal areas; The measures taken by some inland provinces in China to restrict the export of coal have increased the demand for coal resources in coastal consumption areas in a disguised form; Factors such as the slowdown in the recovery of coal inventories in major ports and the continued low inventory level have led to the expansion of the recent market price increase of thermal coal

he also said that the increasingly severe "power shortage" situation further boosted the market's expectations for the demand for thermal coal and its price rise. The current Bohai Rim thermal coal price index also showed that the supply and demand relationship of thermal coal in the region's market continued the characteristics of the "seller's market", and the supply and demand continued to remain active

the continuous rise in coal prices is constantly devouring the effect of the current round of electricity price hikes, which also highlights the limitations of this measure. On the other hand, out of concern about inflation pressure, the terminal retail electricity price has not been adjusted synchronously this time, which also means that it is impossible to restrict the rebound of power consumption in high energy consuming industries from the price

in addition to the urgent need to solve the contradiction between coal and electricity, the huge profit difference between different links of power generation and transmission and distribution also highlights the pain of the system. Despite the accusation of huge profits in electricity, Zhang Haiyang, head of the outreach Department of the China Electricity Council, said recently that electricity revenue only accounts for 28% of the industry, and the return on net assets of electricity enterprises is only 4.5%, which is far lower than the average level of industrial enterprises, so there is no theory of huge profits

it's not impossible to operate on the assembly line. In the view of some insiders, it's an indisputable fact that the price difference between the purchase and sale of electricity charged by power stations is too large. Fan Bi, deputy director of the comprehensive Department of the Policy Research Office of the State Council, believes that at present, the main source of income of power enterprises (RCI) is the price difference between the electricity price and the sales price, and the current situation is that the power purchase and sales price difference charged by power stations is too large. The electricity price of enterprises in most parts of China is 0 4 yuan/kWh, while the actual power consumption cost of eastern industry is times that of the electricity price, and the commercial power consumption is generally more than 1 yuan. Such a high price difference, in addition to reasonable transmission and distribution costs, many come from unspeakable cross subsidies and various forms of charge increases in the sales sector, which have considerable room for compression

Han Xiaoping, chief information officer of China energy, believes that the power company itself is a monopoly and lacks supervision. Even if the announcement is a profit margin, the data is not credible. At present, the root cause of power shortage lies in the stagnation of power system reform, and the problem is that power monopoly blocks the allocation of resources

Zhou Yanchang, an analyst of the power industry of Huatai United Securities, said that it is very necessary to straighten out the electricity price formation mechanism at this stage, which is an important means to improve the enthusiasm of power generation enterprises. He also said that to straighten out the electricity price system, we should also balance the electricity prices between residents and industries, and between industries and regions, so as to maximize output. He described the arduous current situation of resource-based cities such as Jixi City, Heilongjiang Province

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