Crack the power shortage, must first break the "price increase dependence"

The power companies are facing the most severe operational pressure since 2008. The power shortage in some areas has been reappeared, and some provinces and cities are again facing the test of power cuts. Under the background of eased inflationary pressures, the necessity and possibility of the upward adjustment of electricity prices in the country in the near future has been further increased. The relevant authorities have recently reported the tariff adjustment plan. Given that the declining inflation trend has been established, it is highly probable that the tariff adjustment plan will be approved in the near future.

The main reason why electricity prices must rise is the so-called inverse price of coal. In a sense, this is indeed a reality. The power companies require that the price of electricity be raised. The public is not unintelligible. What people are wondering is: Why can't the profit of the power grid enterprises be reduced? To solve the problem of the coal power price upside down and the loss of the power generation companies, we must use the increase in the sales price as a precondition?

As a systematic topic, the electricity shortage cannot be resolved by price increases or prices, and it will always reach out to consumers. According to past experience, the profit space brought about by the increase in electricity prices will soon be engulfed by the rising price of coal. Once this kind of “price-dependence disease” suffers, it will become as addictive as drug abuse. In order to solve the power shortage problem, in addition to reaching out to consumers, there are still many areas in which power companies can benefit.

Such as transportation costs. The pit price of Shaanxi Shenmu raw coal is around 320 yuan per ton, but the freight from Shenmu to Shandong Qihe is only 395 yuan per ton, of which the secondary road tolls and fines account for a large part. Why can't the secondary road tolls for coal-conveying vehicles be cancelled? Even if it is a highway, whether or not it can reduce the tolls for transporting vegetables in special seasons? Reducing the transportation costs from all aspects can reduce the cost of electricity generation from the roots. One way.

Another example is why coal is transported over long distances rather than electricity that is more easily transported. More than 60% of the coal produced in major coal producing areas such as Shanxi and Shaanxi is converted into electricity after long-distance transportation to other provinces and cities. . The electricity generated in the main coal-producing areas is less than that of coal-less and less coal, which not only causes inconvenient and uneconomical transportation, but also causes serious overloading, road damage, and traffic congestion. In the face of abnormal weather, it may affect coal transportation and even lead to Pull off power. In the coal resources development zone, the transformation of coal-electricity on the spot, the development of large-capacity and long-distance power transmission, and the transformation of coal into electricity transmission are certainly more positive and long-lasting than simply increasing the price of electricity.

There are also new energy issues. If we can get rid of excessive dependence on coal power generation, and actively develop various clean energy and bio-energy use, whether it is short-term power shortage relief, or long-term protection of energy security, the importance of not blindly increase the price can be compared. Apart from that, as a large agricultural country, there are 350 million tons of crop stalks that China can only use for energy, and the total amount is equivalent to 500 million tons of standard coal; in addition, China has abundant wind energy resources on 20% of the land.... Such a good resource is still far from being developed and fully used. In fact, even if it goes up this year, it will not be able to hold it next year. Moreover, the adjustment of electricity prices will affect all aspects of downstream production and living. This will alleviate the hard-won inflationary pressures. Relevant parties should think twice before proceeding.

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