The price linkage has not touched the contradiction. The coal-electricity linkage is expected to restart.
2022-03-11
The topic of coal-electricity linkage is once again rampant. On March 30, a source quoted sources as saying that China will be expected to restart coal-electricity linkages on April 1st. [Upgrade some provinces and cities to access the Internet and sell electricity prices to improve the losses caused by the continuous rise in coal prices. The status quo." "International Finance News" reporters yesterday to the five major power companies and the China Electricity Council to verify the evidence, they have received a "not known" response. At the same time, energy experts admitted in an interview with the International Finance News yesterday that the coal-electricity linkage can only alleviate the difficulties of the moment, and fundamentally solve the electric power enterprise losses or need in-depth power price reform. When it came to linkage, the coal-electricity linkage policy began at the end of 2004, but the relevant state departments actually implemented this policy only twice, which was 2.52 points in May 2005 and 2.52 points on May 1, 2006. Subsequently, the coal-electricity linkage policy became a "paper". Every time the power company loses money, senior executives and insiders of the power company have called for a restart of coal-electricity linkage. In late March of this year, it was reported that the relevant power companies "hope that the SERC will appeal to the decision-making level to rescue the difficulties faced by power companies through coal-electricity linkages and other means." Lin Boqiang, director of the China Energy Economic Research Center of Xiamen University, told the International Finance News that coal-electricity linkage is a more feasible way to alleviate the dispute between [planned electricity" and [market coal", and it has already been implemented. On the one hand, CEC data show that since 2003, China's coal prices have continued to rise, Qinhuangdao 5500 kcal coal prices have risen more than 150%, sales price increases only 32%; on the other hand, the five major power companies have achieved overall Profitable, but the main business (thermal power generation) is still a large area of losses. Since 2008, the five major power generation groups have accumulated losses of 60.257 billion yuan in three years. Some experts told the "International Finance News" reporter that due to serious losses, the enthusiasm of power companies is now becoming less and less. In the long run, there may even be an "electricity shortage" in the early months. However, analysts pointed out that under the "top priority" of stabilizing prices, there is still doubt about whether this coal-electricity linkage can be implemented smoothly. Yesterday, the reporter asked the relevant parties to verify the matter. A person from Huadian Group told the reporter of the International Finance News that they did not know about it. "The relevant matters can be consulted by the China Electricity Council." However, the relevant person in charge of the China Electricity Council responded to the reporter with "not sure about this matter." Only "itching itching"? Although the implementation of the third round of coal-electricity linkage has not been officially confirmed, many people are not optimistic about the effect of coal-electricity linkage. During the two sessions of the National People's Congress this year, Jing Tianliang, the former chairman of China Coal Energy Group Co., Ltd., said that even if the price of electricity and coal prices are linked, it will not solve the loss situation of power companies. "The bottom of the losses of the five major power companies is the rapid increase in installed capacity in recent years." He exemplified, "As of the end of 2009, the installed capacity of Datang Group exceeded 100 million kilowatts, 4.2 times that of the beginning of the formation." Under the current, the price of electricity will not rise. But even if it rises, or coal-electricity linkage, it will not solve the fundamental problem in the market." Yesterday, Han Xiaoping, chief information officer of China Energy Network, told the International Finance News reporter, "For example, Under the linkage mechanism, the price of electricity will rise and the price of coal will rise. Then, the price of electricity will rise again. However, the problem is that electricity prices are not subject to inflation and other factors, and at the same time, due to marketization, coal prices However, there is no such concern. Therefore, the coal-electricity linkage has not touched the fundamental ills of 'market coal' and 'planned electricity'." Han Xiaoping believes that market-based electricity price reform is the fundamental way, [specifically introducing market competition The mechanism can enhance the enthusiasm of the power enterprise while allowing the downstream consumer electricity industry to have a choice. At the same time, the power grid enterprises assume corresponding responsibilities, supplemented by a long-term trading mechanism. Cui Xinsheng, chief researcher of China Value Index, also said that price linkage is only a technical issue, and its role is limited. It is like [severing itching" and indirectly reflects the interests of power companies. In the past few years, the coal and electricity linkage can also be controlled. Let the electricity companies "share a piece of cake" on the upstream resources.
