Adjust electricity prices, centrally approve and approve a number of thermal power projects, curb excessive growth of high-energy-consuming industries, and control coal price increases... In response to the “electricity shortageâ€, the competent authorities frequently make moves. A few days ago, there was news that the situation of tight electricity use has eased. “Neighboring power shortages are temporaryâ€, and State Grid insiders told China Securities Journal that due to hydropower efforts, the power gap in Central China and East China has temporarily narrowed, and there is only a large gap in power supply in some areas. However, the person pointed out that with the arrival of the peak summer peak, the power gap of 30 million still exists, and the power shortage situation has not been resolved. Hydropower “to power†“The delay in power shortage has little to do with the price increase.†Insiders of Huaneng Group said that even before the price adjustment, the Group’s thermal power units are still running at full capacity, and the number of hours of equipment utilization has steadily increased. Earlier, when the NDRC raised the price of electricity, some insiders pointed out that the increase in electricity prices is conducive to curbing the expansion of high-energy-consuming enterprises. The NDRC explicitly prohibits the implementation of preferential electricity prices for high-energy-consuming enterprises. The power shortage is temporarily solved, and some people think that the control demand side has a role. According to the China Electricity Council, in January-May, the power consumption continued to grow rapidly, but the growth rate in May dropped slightly. Xue Jing, director of the Statistics Department of China Electricity Council, said that the suppression of high energy consumption due to the increase in electricity price cannot be reflected in the short term. The current situation of power shortage is suspended. The main reason is that the utilization hours of hydropower equipment in the middle and lower reaches of the Yangtze River can be improved, and due to rainfall, Due to the cooling, the use rate of air conditioners is low, and the demand for electricity for residents has decreased. In May, the middle and lower reaches of the Yangtze River suffered from a severe drought. According to the China Electricity Council, the average utilization hours of hydropower equipment in May was the lowest in the same period in recent years. However, since June, the southern provinces have gradually entered the flood season, and the droughts and floods have turned sharply. Due to the drought, the major reservoirs with insufficient power generation have increased sharply. The number of hours of hydropower generating units has risen sharply to some extent to alleviate the current power shortage. "Electric power shortage" still exists, although the power shortage is suspended, but the industry unanimously believes that the "hard injury" caused by power shortages, once the temperature rises, the rain will decrease, and the periodical power shortage will come. Relevant persons of the State Grid said that the narrowing of the power supply gap is only a short-term phenomenon. With the arrival of the peak summer peak, the previously estimated power gap of 30 million kilowatts still exists. According to the statistics of China Electricity Industry, from January to May, Huaneng, Datang, Huadian, Guodian and China Power Investment Corporation's five power generation groups suffered a loss of 12.16 billion yuan in thermal power generation, a year-on-year increase of 7.86 billion yuan. “The rise in coal prices is still the root causeâ€, and the China Electricity Council believes that the five major groups’ power generation operations continue to be difficult, posing a greater risk to the peak summer power supply security. According to Zhang Shumin, chief economist of Guodian Group, although the National Development and Reform Commission has raised the on-grid tariffs in some areas since April, thermal power companies have lost an average of 5 cents per kilowatt-hour. The enthusiasm of thermal power companies has not really been mobilized. And for the second half of the year, whether the country will continue to raise electricity prices, Zhang Shumin said that he could not speculate, but he also believes that inflationary pressures are high and the possibility of raising electricity prices in the short term is less likely. Some brokerage industry researchers also pointed out that whether the price increase in the year is mainly depends on whether the coal price continues to rise, but it is worth noting that although the thermal coal is still at a high level, the growth rate has been weak.
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