The power gap is estimated to reach 30 million kilowatts. Some provinces have raised the price of thermal power. The price of electricity has increased. The experts suggested that the price of electricity should be raised first. The electricity price of residents should be solved by the ladder price. Reporter Shi Zhiliang, Wang Wei, Beijing, Shanghai, report demand - high The energy-consuming industry has repeatedly been banned, and the supply side – hydropower production is subject to drought in the south, and thermal power companies are subject to the price of coal and electricity. Under the squeezing resonance of both ends of supply and demand, this year's large-scale power shortage has arrived in advance. The China Electricity Council has warned that the power gap during the peak summer season will be conservatively estimated to reach 30 million kilowatts, and there is room for further expansion. "This is the biggest power shortage that China has faced since 2004, and its scope and depth are unprecedented." According to media reports, the tight supply and demand situation of electricity has led to an increase in the on-grid price of thermal power by 2 points/kWh in Jiangxi, Hunan and Guizhou provinces. There are indications that the terminal sales price has already ushered in an upward adjustment window. Many experts suggest that the price of industrial electricity should be appropriately adjusted to curb the rapidly growing demand for electricity in high-energy-consuming industries. Some sources in the industry told the "Economic Information Daily" reporter that the relevant departments are currently meeting to discuss the issue of raising the electricity price of some power-hit areas, and it is not excluded to increase the terminal sales price. But he also said that the residential electricity price should not be raised in the short term. Since April this year, more serious power supply has appeared in many places. The East China Power Grid and Central China Power Grid have experienced large power shortages. A large number of factories have been cut off to limit electricity. In many areas, there have even been electricity generations for residents. phenomenon. The reporter learned that in addition to the drought in the south and the recovery of demand for electricity in high-energy-consuming industries, the deep-seated reason for the large-scale power shortage this year is that coal-fired electricity prices have not been rationalized, resulting in serious losses for thermal power companies, and power generation enthusiasm has been frustrated. According to media reports, the National Development and Reform Commission plans to supplement the on-grid tariffs of some power-hit areas, and the on-grid tariffs of 16 provinces and cities nationwide that have been raised in early April. The cost pressure of thermal power companies in nearly 20 provinces and cities nationwide has eased. However, since the on-grid price is the price of electricity purchased by the grid from the power plant, the price of electricity sold is the price at which grid companies sell electricity to end users (including agriculture, industry, services, and residents). The cost pressure of thermal power companies was temporarily transferred to the national grid. The reporter was informed in the interview that following the increase in the on-grid tariffs, the terminal's sales price also ushered in a window of upward revision, and the possibility of selling electricity prices in the near future is not small. “Upgrading the on-grid tariff is only a redistribution of benefits within the power enterprise system, and raising the sales price is to transfer part of the cost of the power company to the whole society.†An industry insider who did not want to be named told the Economic Information Daily. "The previous increase in the on-grid price of the provinces exposed by the media is essentially that the grid companies have assumed the cost increase of thermal power companies, and the grid companies cannot always bear the losses of thermal power companies. The release of such cost pressures is only a matter of time. Because the system of "market coal plan electricity" has not been straightened out, the losses of thermal power companies have been in existence for a long time. "The more the thermal power companies make more losses, the more they lose." It is not a secret in the industry. Since March, domestic coal prices have soared in the off-season. Qinhuangdao Bohai Sea thermal coal prices have risen for nine consecutive weeks, rising from 767 yuan / ton to 827 yuan / ton, which has increased the cost pressure of thermal power companies to a considerable extent. As a result, many thermal power companies have undergone extensive repairs, which has intensified the power shortage. According to data released by the SERC, since 2008, the total loss of thermal power in the five major power generation groups in China has reached more than 60 billion yuan. According to data from China Electricity Council, from January to April, the thermal power production business of China's five major power generation groups lost 10.57 billion yuan, a year-on-year increase of 7.29 billion yuan. The China Electricity Council believes that "the rise in coal prices is the root cause." Although the operation of grid companies is slightly better than that of power generation companies, the extremely low profit margins make it impossible for grid companies to bear the cost transfer of thermal power companies for a long time. Shu Yinyu, deputy general manager of the State Grid, said recently that the State Grid has more than 2 trillion yuan of assets and profits of only 40 billion yuan. Such profit margins are not high worldwide. "The current on-grid tariffs of some provinces that have been raised are not adjusted because of the sales price. Therefore, the increase in the cost of this part will be borne by the State Grid, which will inevitably affect the company's profit. However, I believe that at the right time, the sales price will be adjusted." Said to the media. Many industry insiders and experts told reporters that the enthusiasm of electric power production is not high to some extent, and the electricity price has become a practical and feasible way to ease the increasingly severe power shortage in the short term. Yang Zonglin, senior engineer of the Development Planning Department of East China Power Grid Corporation, said in an interview with the Economic Information Daily that the increase in sales price will help to improve the enthusiasm of power companies and help to alleviate the current shortage of some regions. Electricity situation. Professor Lin Boqiang, director of the China Energy Economic Research Center of Xiamen University, also believes that in the absence of power market reforms, raising electricity prices can alleviate power shortages in the short term. The impact of the price increase on CPI is mainly due to market expectations. In general, the increase in the price of 1 cent of sales price has little effect on CPI. Professor Zhang Particle, assistant to the president of North China Electric Power University, told the Economic Information Daily that grid companies will not bear the cost pressure of thermal power companies for a long time. In the long run, such cost pressures will be released to the terminals. However, due to the fact that domestic inflationary pressures still exist, many experts suggest that to raise electricity prices, especially electricity prices, the price of industrial electricity should be raised first, and residential electricity should be solved by demand-side management. Lin Boqiang said that if the country is determined to raise the price of electricity, it should raise the price of industrial electricity, and the price of electricity should be settled in the form of a ladder price. Zhang said that since many energy-intensive enterprises have shown signs of rebound since the beginning of this year, the increase in industrial electricity consumption is conducive to energy conservation and emission reduction and adjustment of industrial structure. Yang Zonglin believes that the increase in terminal sales price will have a certain impact on CPI. In particular, if the simple increase in residential electricity prices will bring psychological chain reaction to the people, he believes that for residential electricity prices, gradient electricity prices and peak-valley electricity price policies are now introduced or Promotion is a good time, which also makes the people feel that the government is not purely raising prices, but to guide everyone to use reasonable and scientific electricity, thus alleviating the current shortage of electricity. If it is possible to force the use of large electric power users in eliminating backward productivity, it is more wise to raise industrial electricity.
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