Yu Yanshan, deputy director of the General Office of the State Electricity Regulatory Commission, said on the 5th that if the situation of the incoming water is not good and the thermal power companies continue to lose money, the situation of power cuts in the summer peaks is likely to occur. Recently, some regions in China have experienced power cuts, and the Central China region is heavily biased. In addition, there are certain coal shortages in Guizhou, Shaanxi, Henan, Shanxi, Hunan, and Qinghai. Previously, some analysts believe that the installed capacity of thermal power is insufficient to cope with the large increase in power demand caused by the rise of high-capacity industries in the first quarter. This is the main reason for the early arrival of power shortage. Yu Yanshan denied this statement. He said that the current tight supply of electricity is not caused by insufficient production capacity of power companies. China's thermal power generation capacity is still at a high level. The problem is that the production enthusiasm of thermal power enterprises has been affected, and the utilization hours of power generation are at a low level. The high inspection rate in some areas during the power shortage period confirms this statement. "Economic Information Daily" reporter learned in Hunan Province when interviewing the State Grid Hunan Electric Power Company that the province's unified thermal power installed capacity was 14.17 million kilowatts, but only 7 million kilowatts was available for output, and more than half of the thermal power installed capacity was shut down. Quite a lot are in overhaul. In addition, the State Electricity Regulatory Commission provided overhaul of the power generation province of Henan. The installed capacity of thermal power in Henan Province exceeded 50 million kilowatts, but now there are more than 12 million kilowatts installed under maintenance. A person from a power company in Hunan explained to the reporter of the Economic Information Daily that there are many reasons for the overhaul. "The state has recently imposed certain restrictions on coal prices. Many coal provinces have imposed restrictions on coal output. Coal is not smooth; secondly, due to the large losses of thermal power companies, many companies have asset-liability ratios higher than 100%. Banks are reluctant to lend to electricity companies, and there is almost no working capital to buy coal. This has caused the situation of coal shortages." North China Professor Zhang Particle, assistant to the president of the University of Electric Power, said that in the region where power is tight, a high inspection rate is not normal. “In foreign power markets, some power plants will unite to reduce power supply in the name of overhaul, resulting in a shortage of market demand. Then, the sales price was increased. Although the power generation was reduced, the profit was increased.†A senior power industry insider who asked not to be named said that in general, thermal power companies should arrange for maintenance as little as possible when power is tight. At this point of the power shortage, such a large proportion of thermal power units are being overhauled, and there is idle capacity waiting for the country to raise prices again. A number of industry experts said in an interview that the reality of large-scale losses of thermal power companies in the past two years shows that ignoring the price mechanism of thermal coal will only make the power generation of thermal power companies less and less enthusiasm. Power generation groups, especially thermal power companies, have been mired in business in recent years. According to the "2010 Electricity Regulatory Report", since 2008, the cumulative losses of the five major power generation groups (Huaeng, Datang, Huadian, Guodian, and China Power Investment) have been more than 8.5 billion yuan for three consecutive years, with a total loss of more than 60 billion. yuan. The State Electricity Regulatory Commission spokesperson Tan Rongzhen said that the rising coal prices in recent years and the increase in financial costs directly affect the survival and development of downstream power generation companies. "The more we send now, the more we lose," said a person from the fuel department of the five major power generation groups. It is generally believed in the industry that due to the lack of a good geographical price mechanism, the price of coal has continued to rise, and the price of on-grid electricity has risen slowly, resulting in a significant shortage of thermal power output in some provinces. In the long run, the current electricity price formation mechanism should be reformed and improved. Zhang particles said that in the current high price pressure, simply raising the price of electricity or suppressing coal prices is a temporary solution. “It is necessary to strengthen demand side management, and at the same time strengthen cross-regional inter-provincial power dispatching and play a role in regional power market adjustment.â€
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