Today's Viewpoint: Strictly check the irrational coal prices and beware of the imbalance of supply and demand for coal and electricity

Author:Securities daily Time:2022.06.22

Recently, under the unified deployment of the National Development and Reform Commission, the local development and reform departments together with market supervision and other departments formed an investigation team to conduct a comprehensive investigation of coal price regulation supervision policies. Judging from the results of the feedback, the sales price of some enterprises has been found out that the coal sales price of some enterprises exceeds the reasonable range.

Draw -net surveys are still underway. In the next step, the development and reform departments will continue to grasp the coal price policy on the ground with relevant aspects. If the price exceeds the reasonable range, it will be discovered together, interviews together, and investigate and deal with them together. If the price of the discovery of subjective vulnerability increases the price exceeding the reasonable range, it will be immediately notified, and it will be punished as suspected of coaxing the clue of the price.

As the main energy sources of my country, coal will play a role in stabilizing the energy market for a long time in the future. Despite the increase in new energy power generation in recent years, coal power generation still accounts for 60.5%of my country's total power generation. The negative impact of excessive coal prices on the coal power industry has learned the lessons.

Looking back at the summer and autumn of 2021, the supply of electricity is always tight. At that time, more than 20 provincial power grids took orderly electricity measures. Many companies were restricted by movies and stopped production.

Due to high coal prices, many power companies have even claimed that "the losses are serious and the established power transactions cannot be completed" and "the dilemma of losing money in power generation", which has even more contradictions between coal and electricity. The result of high coal prices is also polarized: on the one hand, coal companies have made a lot of money, and on the other hand, it is a serious loss of electricity companies.

The author believes that strictly investigating the unreasonable coal price is a key measure to ensure the smooth and orderly summer and summer. This year, the supply and demand of coal power should be considered unbalanced again.

At present, in June, as high temperatures continue, the peak of electricity is coming.

According to data from the National Electric Power Scheduling Control Center, since June, the maximum power load of the state power grid operating area exceeds 844 million kilowatts, and the electric load growth rate of electricity in Northwest, North China and other regions has a rapid growth rate. Compared with the maximum electricity load in the same period last year, the growth rate has increased by growth rate. It reached 8.81%and 3.21%, respectively.

At present, the economic developed areas such as the Yangtze River Delta and the Pearl River Delta are currently in the stage of active resumption of work and re -production. If the price of electric enterprises and the suspension of the factory due to the unreasonable coal price and the stop work of the factory, it will inevitably cause serious disturbances to the re -production and re -production enterprises.

Multiple factors are superimposed, and coal power companies are facing tests again, and ensuring power supply can be described as the top priority. In this context, recently, it has released measures to respond to the power gap to avoid the phenomenon of "pulling the gate" again.

The author believes that strictly investigated high coal prices, especially for enterprises and middlemen who speculate in coal prices and middlemen need severe punishment to ensure that coal prices are maintained in a reasonable range and further ensure the supply of coal supply of electrical companies. "Electricity limit" was staged again.

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