Coal-heat linkage is difficult to solve the thermal power industry's difficulties calling for overall reform

The National Development and Reform Commission and the Ministry of Construction jointly issued the "Guiding Opinions on Establishing Coal Heat Price Linkage Mechanism" (hereinafter referred to as "Opinions") jointly stated that when the price of coal to the factory changes by more than 10%, it will be adjusted accordingly. Heat ex-factory price, but heat source manufacturers should absorb 10%-30% of the coal price increase factor.

The reporter learned through interviews that, overall, thermoelectric enterprises are welcome to the introduction of coal-fired linkage programs. However, whether the introduction of the "Opinions" can lift the predicament of thermal power companies is not optimistic.

Can the policy be implemented?

"It is a positive signal for thermoelectric enterprises, but this policy is a bit too late." Energy Network CEO Han Xiaoping said that in fact, as early as May and June, many thermoelectric companies are already looking forward to the introduction of policies. Now, the hot price has been determined in most areas, and it is not possible to implement coal-heat linkage this year.

Liu Qingtang, deputy secretary-general of Shandong Thermal Power Association, confirmed the judgment of Han Xiaoping. He told reporters: "At present, the heat price in Shandong Province will not rise, and stability is the primary, but we will give some subsidies to thermal power companies."

The Secretary General of Foreign Investment Technology of Jiangsu Province, Ma Dingqiu, told reporters: "The "Opinions" have little effect on the thermal power enterprises in Jiangsu Province, because Jiangsu Province has long implemented a coal-fire linkage policy."

However, in general, thermoelectric enterprises are welcome to the introduction of coal-fired linkage programs. As Huang Fuyu, vice president of Pacific Peak (China) Investment Co., Ltd., said: "This is a very positive signal, and the impact is positive." However, what worried Huang Fuyu is: Can local government implementation policies be implemented? Moreover, the "Opinions" did not mention the specific implementation time, and the specific time of the coal price as the basis for calculation.

Difficult to get rid of the "bidding online"

At the end of September this year, the cogeneration enterprises all over the country gathered in Beijing to discuss how to solve the dilemma faced by thermoelectric enterprises. Two months have passed, and the coal-heat linkage program has also been introduced. The reporter still hears widespread complaints: thermoelectric companies are having a hard time!

For the thermoelectric enterprises, the previous two countries were the hot price and the on-grid price. Now the hot price can float, and the (on-grid) electricity price has become a big problem. "The coal price has risen by 20 yuan per ton, and the (sales) electricity price should rise by 1 cent, and now only 2 cents." Ma Dingqiu told reporters without complaint. "In fact, the hot price can't just keep up, because the hot price is set too high, users can consider using other forms to supply heat, such as a small boiler."

According to the national policy, the electricity generated by the thermoelectric enterprises must go online with the electricity bids issued by the thermal power plants, while the coal purchased by the thermoelectric enterprises is the market coal, the thermal power enterprises purchase the contract coal, and the transportation fee is the planned railway transportation price. The cost is not the same, but the products produced must compete on the price. This is a bidding scheme that is jointly criticized by thermoelectric enterprises.

Ma Dingqiu told reporters that many thermal power companies have now told him that there is no shortage of electricity. The electricity generated by the thermoelectric power companies has become stuck. Even if the bidding online is successful, the electricity generated will not be on the grid.

Calling for overall reform

Another problem that Han Xiaoping is worried about is that there are too many power plants to build. It is foreseeable that there will be excess power in the future, so the grid company will not buy electricity from the thermal power plant.

Huang Fuzhen told reporters that in fact, the electricity generated by real thermal power companies only accounts for a small part of the total power generation. What the country really needs to do now is to give thermal power companies a qualification and to protect the real thermal power enterprises.

Huang Fuzhen explained that during the national power shortage from 1995 to 2000, a group of fake thermal power companies took advantage of the state's preferential policies for thermal power plants, and they all launched their own names. For true thermal power companies, the thermal power ratio should reach more than 100%, while the fake thermal power companies mainly rely on power generation.

In addition to the impact of fake thermoelectric enterprises, Huang Fuzhen believes that the macro-policy is not sufficiently detailed and comprehensive, and the existing macro-policies will be out of place.

As early as 1997, in the Energy Conservation Law, there were provisions to promote the cogeneration of heat and power, central heating, and improve the efficiency of the use of heat engines. In 2000, the former State Planning Commission and other four ministries jointly issued the "Development of Cogeneration". The Regulations clarify the specific measures for the state to encourage the development of cogeneration.

Although the central policy is supportive, most of the thermoelectric companies are now facing losses. "This shows that the local government and the interests of the central government are playing against each other and disregarding the documents of the central government." Han Xiaoping said. "The hot price is set by the local government. The electricity price is set by the government. The hot price does not rise, and the thermoelectric enterprises will run against the central electricity price."

Huang Fuxi said: "The UK has implemented bidding on the Internet after the power reform, but the state allows some thermoelectric and nuclear power companies to sign contracts with large companies in other forms. Electricity can be supplied directly, and steam can be supplied directly. And our direct power supply is not released. All electricity must be sold to the grid, and the grid is sold to users. If we have relevant policies and legal environment, and allow direct supply, the thermoelectric enterprise will have no problem. Because the thermoelectric enterprise can directly negotiate with the user, the cost Rising, you can allow for a price increase."
The authenticity of this information has not been confirmed by the international electrical network, for your reference only.

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