Five major powers went to the book: Guiqiu "Coal and Electricity" restart

The "Two Conferences" system of the five major power generation group systems has gradually emerged on behalf of the members' proposals, and the call for "coal power and coal linkages" has almost become the common theme in the proposal of the representative members.

Before this, due to the increase in thermal coal prices in January, less than 70% of key contract coals were honoured. The five major power generation groups jointly reported to the SASAC, the National Development and Reform Commission, and the State Council to reflect the rise in coal prices and the operating conditions of power generation companies. The promotion of coal-fired linkage policy was promoted.

According to people familiar with the matter, at the end of February, the senior officials of the State Council summoned the main responsible person of the power generation company to listen to the work report. As for the current power coal price increase, the top management did not directly indicate its attitude.

According to the informed source, senior officials of the State Council only stated that the central level of the electricity price issue has also been concerned, but given the current macro environment and the pressure of inflation, the timing is not good.

This is equivalent to once again negating the expected price adjustment from the national level. However, power generation companies still strive to "coal power linkage" can be introduced at the right time.

Adhere to the "book"

At the end of last year, to prevent inflation expectations and to intervene in the coal prices that have risen steadily by the time, the No. 40 Document of the State Council and the National Development and Reform Commission’s No. 386 and No. 2880 clearly stated that “the price of the annual key coal power contracts in 2011 remained unchanged at the previous year and must not be used in any form. Disguised price increases."

However, in fact, “the number of key coal-fired coal contracts, fuel heating value, brokers, market coal prices, and the rate of honoring major contracts have made a fuss, adopted tactics, and treated state policies negatively or in disguised price hikes.” Senior executives said in an interview with this newspaper.

The senior executive also stated that the increase in electricity prices is just one of the five major power generation groups to resolve their losses. At the same time, the five major power generation groups are negotiating to make full use of the national environment to prevent inflation expectations, continue to reflect problems, strive for strong state intervention, and introduce restrictive measures. "At the same time, the power generation groups should be self-disciplined, jointly resisting illegal price hikes, and jointly controlling coal prices," said the top executive.

The senior executive further disclosed that several major power generation groups have jointly reported to the government about the disguised price hikes of some coal enterprises, such as lowering calorific value, lowering the amount of key contracts, and increasing the market coal price, and received support and intervention from the National Development and Reform Commission.

According to the materials compiled by the five major power generation groups, most of the key coal power contracts in 2011 have been signed according to the price increase. However, the price of the standard coal in major power generation groups has risen in varying degrees in January.

After October last year, the five major power generation groups clearly increased their public relations efforts. Prior to the “two sessions,” the China Electricity Council (the CEC), as an industry association, not only wrote letters to the competent national authorities, but also held press conferences for power generation companies calling for a significant increase in the loss of coal-fired loss-making enterprises in 2010. , to reach 32.9 billion yuan, the loss of coal power companies increased by 7.7% year-on-year.

In view of this, CEC’s opinion is that the coal and electricity linkage mechanism should be perfected as soon as possible to shorten the deadline for the linkage of electricity prices. Simultaneously, the on-grid tariff and sales price should be increased by 3 cents per kilowatt to compensate for the coal price gap.

Intensified losses According to the statistics of the five major power generation groups, in recent years, due to the substantial increase in the price of thermal coal, the cost of fuel for thermal power companies has accounted for more than 70% of the cost of power generation. At the same time, coal-fired linkage policies have not been put in place and power generation companies have suffered serious losses.

Taking Huaneng as an example, since 2004, the group's thermal coal prices have risen by more than 130%, while the electricity price increase has only reached 29%, far from making up for the deficit caused by rising coal prices. The electricity price gap reached 8.6 cents/kWh, even considering power generation companies. Digestion of 30%, the gap is still 4 points / kWh, the annual economic impact of more than 20 billion yuan.

The comprehensive data of the five major power generation groups show that the "coal power and coal linkage" policy has not been in place since 2004, directly affecting the benefits of the five major power generation groups to more than 80 billion yuan.

In 2010, coal prices continued to rise at a high level, which was a year-on-year increase of RMB 122.4/tonne, resulting in a significant increase in the fuel costs of the five major power generation groups and the loss of thermal power companies was as high as more than 55%.

In January of this year, the thermal power sector of the five major power generation groups suffered an overall loss, and the loss of power plants rose to 60%. The purchase price of standard coal in January increased by RMB 31.4/ton from the previous period, which was a year-on-year increase of RMB 75.5/ton. According to the current estimation, according to the current coal price, the five major power generation groups will suffer an overall loss at the end of the year. “The total loss will be at least 35 billion yuan.” An official of the power supervision department analyzed in an interview with this newspaper.

Therefore, the current top priority of the five major power generation groups is to “coordinate with the coal companies and the railway sector and strive to increase the cashing rate of key contracts, and strive to achieve a cash rate of not less than 80%”. A person in charge of the fuel company said in an interview with this newspaper.

Overseas purchases increased the number of cross-regional railway frames that were determined by the country in 2011 to reach 932 million tons, a year-on-year increase of 25.5 million tons, an increase of only 2.8%.

According to the analysis of the data collected by the China Coal Transportation and Marketing Association, in terms of sub-regions, Henan, Heilongjiang and southeastern Shanxi have large capacity reductions, especially the Zhengzhou Railway Bureau, which has a lot of capacity reduction. At the same time, the Central China region is facing a large number of new aircraft to put into production, which will intensify The supply of power plants in the Central China region has been tense.

In spite of the accelerated structural adjustment of electricity, the proportion of installed capacity of new energy and clean energy increased, and the proportion of coal-fired power installed decreased. “Actually, due to the higher base, coal-fired power is still dominant in the newly installed capacity and is expected to increase by 45 million kilowatts annually. The country’s coal power capacity will reach 920 million kilowatts in 2015. The growth rate of power generation will be somewhat increased. After the fall, the growth rate of coal demand has dropped at the same time, but the total volume is still rising.” The above-mentioned high-level power generation group further stated.

According to informed sources, at present, the five major power generation groups have already consolidated their supply channels in Indonesia, Australia, and Russia, and their import channels have expanded to Colombia, the United States, and South Africa.

Since 2009, China has become a net importer of coal. The country's coal policy is to curb exports and encourage imports. According to customs statistics, China’s net imports of coal were 1,458,000 tons in 2010, an increase of 29% year-on-year.

The main reason why a large number of overseas coal imports is due to price advantage. The current coal freight rate from Baotou to Qinhuangdao Port is US$50/tonne, while the freight rate from Colombia to Qinhuangdao Port is US$20/tonne. "Also, it is generally transported to coastal power plants. Compared to coal in Inner Mongolia and Shaanxi, it has an absolute price advantage."

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