The Energy Administration has endeavored to "coal and coal joint ventures": two roads, multiple challenges

On September 29, Wei Pengyuan, the deputy director of the Coal Division of the National Energy Administration, said at the Summer Meeting for the Summer Summit that “Coal and Electricity Co-operation” will be maintained as a long-term policy, in order to encourage coal-fired electricity pools to further advance, in terms of project review and approval. There will be special treatment.

But who and who will integrate power plants and coal mines?

Moreover, whether coal-fired power companies acquire coal companies or coal-fired power companies to acquire coal-fired power plants, they are facing obstacles.

On the same day, Lin Boqiang, director of the China Energy Economic Research Center at Xiamen University, told this reporter that to truly realize “coal power and coal” is a long process that will take at least 20 years to rely on this policy to solve the current coal-electricity conflict. It is difficult to bear fruit. "This is an evasion of contradictions."

The acquisition of coal mines by power plants: It is difficult to imagine how difficult it is for vulnerable companies to merge with powerful companies.

For coal-fired power companies, the benefits of coal-fired power companies are obvious.

Song Zhichen, a researcher in the energy industry at China Investment Advisors Co., Ltd., said that at present, the cost of coal mining is less than RMB 200/ton, while the sales price of thermal coal is maintained at about RMB 800/ton, and the cost of intermediate links is high. After the coal and electricity joint venture, the intermediate fees will be The substantial drop in the cost of power generation in thermal power plants has led to a substantial decline. Therefore, thermal power companies hope to reduce the cost of power generation through the merger of coal mines.

However, Lin Boqiang told reporters that power plant mergers and coal enterprises suffered heavy resistance. First of all, “Coal companies make money, so they are strong, and power plants lose money. Therefore, it is difficult for a weak company to merge with a strong company. It is difficult to imagine this.” Second, "As coal prices continue to rise, the prospects of the coal market are promising, so local governments are not willing to sell coal mines."

For example, Shanxi Province began to merge and restructure the coal industry in 2008. However, the merger of the small and medium-sized coal mines was limited to the five major coal groups in Shanxi Province and one or two coal central enterprises. Power generation companies were excluded. In addition, local governments are also very cautious in the mining approval and other coal mining business approval procedures.

Lin Boqiang also pointed out that, in fact, the five major power generation groups began to get involved in the coal business very early, and they all have coal mines of varying sizes, but “although the movements are large, they have little effect”.

Taking the five major power groups as an example, as of the end of 2010, Huaneng controlled a coal reserve of about 40 billion tons and a capacity of 47.72 million tons. As of June 2009, Datang had a total coal reserves of 9.7 billion tons and a capacity of 13 million tons. In 2003, Huadian’s coal reserves were as high as 22.6 billion tons and its production capacity was 50 million tons. By 2010, China Power Investment had a coal production capacity of 72.75 million tons.

However, Song Zhichen told reporters that such coal production capacity cannot meet the needs of power plants at all. On September 29, Zhou Lianqing, Huadian International's director of the Huadian Group, told reporters that Huadian Power's current coal production capacity reached 5 million tons, while coal consumption was as high as 70-80 million tons, and coal self-sufficiency rate was between 6-7%. In the future, Huadian Group hopes to build an energy group, which will surely regard the coal business as an important branch and increase its coal production capacity. Within 3 to 5 years, the coal self-sufficiency rate of Huadian Group will reach 30-40%.

However, the acquisition of coal companies by power generation companies has another hidden danger.

Lin Boqiang believes that, in the short term, coal-fired electricity pools can "do not mention the price of electricity, through coal-fired electricity integration internal digestion of the impact of rising coal prices," but in the long run, the effect will be greatly reduced, the power plant may directly sell coal to make money, and Instead of using coal to generate electricity. In fact, in 2009, through the sale of coal, CPI achieved a profit of 1.176 billion yuan, an increase of 40% year-on-year, and it has become an important profit growth point.

Lin Boqiang said that the coal and electricity co-operation was originally started to solve the problem of “not generating electricity and making coal to make money”. If a power company sells its own coal resources, the problem is still not solved, and the government has no way to request that “power plants cannot sell their own coal. Resources".

The acquisition of power plants by coal mines: The key to the barriers that cannot be overcome is to rationalize coal prices and allow electricity prices to become market-oriented.

"The coal companies are mostly state-owned enterprises, and state-owned enterprises have the power to expand. The coal mines are in a strong position and the power plants are in a deficit. If coal-electricity integration must be advocated, that is how coal eats the power plants," said Lin Boqiang.

Song Zhichen also stated that large-scale coal companies such as Shenhua can further expand their industrial chain through the development of coal-fired electricity joint ventures, as well as their coal sales, and actively support coal-fired electricity pools.

According to Zhao Jialian, secretary-general of the China Coal Economic Research Association, at present, the most mature coal companies involved in the power industry in China are Shenhua, Datong and Huainan. Among them, Shenhua's largest scale, under its own Guohua Electric Power Company, has a number of power plants to do the foundation, and recently acquired some of the poor efficiency of local power plants. Followed by Huainan, it has two power plants in Zhejiang and Shanghai. Datong has a pit power station in Tashan Industrial Park. The benefits of these three coal companies in the power generation industry are all obvious.

In June of this year, Shenhua Group established Guohua Jiujiang Power Generation Co., Ltd. to advance the coal-electricity integration project to Jiangxi. In July, Shenhua acquired Shanneng, and in September, Shenhua and Shenchuan Huaba Power Company were jointly established with Sichuan Investment Group. Zhao Jialian also revealed that in addition to the above-mentioned three, Fujian Energy Group, Shaanxi Coal and some coal companies in Shanxi have also successively launched power generation projects.

Zhao Jialian pointed out that the main driving force for coal companies to acquire power companies is to solve the problem of coal sales, especially for companies that produce thermal coal, and sales can be guaranteed. For example, Inner Mongolia mainly produces lignite, which has a low power generation capacity. It cannot sell well at local prices and its transport capacity is insufficient. It is necessary to establish a local transformation of the Hangkou Power Station through the integration of coal and electricity.

The coal companies involved in the greatest resistance to electricity, Zhao Jialian believes that "from the NDRC's layout considerations for thermal power plants," "the scale of thermal power projects must be approved by the Development and Reform Commission, if the Development and Reform Commission will not be able to complete the". He pointed out that there are serious power shortages in the Mengxi area, and it is very difficult for coal companies to get access to electricity. The major coal-producing provinces such as Shanxi and Shaanxi have widespread water shortages. Although there are water-saving thermal power plants, However, the establishment of power plants still encounters huge environmental resistance.

According to Zhao Jialian, coal and electricity integration is only a solution to the coal supply channel problem and cannot fundamentally solve the contradiction between coal and electricity. “The key is to rationalize the price of coal, let the price of electricity go towards complete marketization, and let the price of electricity be released. Good transmission and distribution price reforms, coal-fired electricity linkage.

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