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Entity enterprises were injured: high cost of electricity power plant approval for the trend of strict

2017-05-02 16:33:36 click: 831
Business was "electric" injury
Reporter Wang Shifeng
"Business costs are rising to our small and medium enterprises are now ordered." Has complained to reporters more and more high cost of environmental protection in Yunnan, a long time some color manufacturers have increasingly felt the pressure on the cost of electricity to the enterprise.
Since last year, rising coal prices and coal-related industries linked to the price increases, making the related industries to increase production costs, high cost of electricity, large industrial users pressure surge.
The manufacturers to the first financial reporter said that the cost of electricity accounted for about 40% of the total cost of the enterprise, has become an unbearable weight. Mr. Wang Qi, head of the Commercial Bank Research Center of the Hengfeng Bank Research Institute in Datang Power, told the first financial journalist that the cost of electricity has become one of the major factors in the high cost of real economy such as steel, metallurgy, petrochemical and papermaking.
In fact, for power-intensive industries such as steel, nonferrous metals, chemicals, building materials, etc., because the unit product or unit value-added power consumption is very high, the proportion of total energy production capacity of the total production costs, so its production costs or The impact of competitiveness is great.
Saving costs from power generation
The first financial reporter visited some high power consumption enterprises found that the current production of a ton of electrolytic aluminum about the need for power consumption 13000 ~ 14000 degrees, a ton of calcium carbide power consumption will be higher than 3000 degrees. Shanghai Steel Union colored business manager Li Xun once told the first financial reporter, the cost of electricity accounted for electrolytic aluminum industry, the cost ratio of about 45%. Because of this, Guohai Securities analyst Li Shuaihua told the first financial reporter, "in the electrolytic aluminum industry, about seven or eight percent of the enterprises are choosing to self - power to hedge the cost of rising.
Shanghai Steel Association senior researcher Ren Zhuqian told the first financial reporter, in the steel industry, electricity costs accounted for the proportion of iron and steel to achieve the cost of 5% to 6%. So by self-generating to reduce costs in the steel industry is also not uncommon. Fangda Iron and Steel Group Finance Director Xu Zhixin to the first financial reporter said that steel mills are now there are waste heat power generation system, some enterprises since the power generation self-sufficiency rate can even reach more than 60%.
In fact, as early as 2011, Shandong Province, there have been 179 enterprises to establish their own business power plant, installed capacity reached 798.9 million kilowatts, to ease the pressure of higher industrial electricity costs. North China Electric Power University professor Yuan Jiahai told the first financial reporter, in Shandong, Weiqiao Group, the letter of the Group and Nanshan Group are more typical since the power generation business.
As the enterprise electricity consumption, Jinan Shengquan Group also choose to use self-generating form to reduce the cost of electricity. Shengquan Group, deputy director of the Office of the Office of Bai Xingze told the first financial reporter, 2016 Shengquan Group, a total of 1.1567 billion kwh, of which 53.45 million kwh of their own power, purchase 62.22 million kwh. Through self-generation, Shengquan Group in 2016 cost savings of nearly 20 million.
Wu Qi told the first financial reporter, from the fuel source point of view, China's enterprise-owned power plant can be divided into two categories, one is the use of the production process of residual heat waste heat for power generation, such as steel, metallurgical industry, through independent design, Autonomous operation or contract energy management approach, but also the state more support the way; the second is the same as the traditional thermal power, independent procurement of coal for power generation, but this self-powered power plant installed capacity is relatively small.
"Wei Bridge mode" difficult to copy
By self-owned power plant to ease the cost of pressure is not only recently a phenomenon. Yuan Jiahai told the first financial reporter, as early as the eighties and nineties of the last century, with the reform and opening up economic development began to accelerate, capital construction funds particularly tense. In the power industry, government-based investment entities simply can not meet the economic development of the rapid growth of electricity demand. Many areas of high electricity prices and frequent power cuts, a serious impact on the normal business order, especially in petrochemical, aluminum, metallurgy, paper, coal as the representative of the high energy companies. In the case of serious power shortage in the industry, the state introduced policies to encourage "more than electricity." In this context, Shandong and other places of high energy consumption enterprises have started their own power plants to solve the public power supply shortage, reliability is not high or difficult to use, high cost of electricity.
Like many large manufacturing enterprises, Weiqiao Group, which is located in Binzhou, Shandong, has built its own power plant. However, the power plant of Weiqiao Group not only supplies power to the Group's enterprises, but also supplies power to other enterprises through self-built power grids.
According to report, a few years ago, Weiqiao Group and the State Grid under the Shandong Electric Power Company has occurred several fierce conflicts, both in the government level of "fighting", but also in the field between the "fight."
However, due to the support of the Shandong provincial government, Weiqiao model not only to continue to exist, and is growing. The model of Weiqiao Group is also a challenge to the national power grid monopoly, but because the electricity price is concerned with the ordinary people, related to all aspects of society, the reform is often led to the whole body, in the power system reform Aspects of natural cautious, hold high light down.
At present, the Weiqiao model can copy the country to bring power cut into the cut is still unknown. There are a number of power industry who believe that the Weiqiao model is only a case, if there is no government support and commercial power as a basis, Weiqiao model in other areas is difficult to copy. Fukuda think tank chief economist Wang Depei once said that the success of the model transplant success or not. Once summarized as a "model" of universality, the gap between the static and the changing times will become ever greater until it is completely out of touch.
Self-provided power plant approval
Although the Weiqiao mode replication promotion is still "long future", but the characteristics of self-owned power plant has long been blossom everywhere. In recent years, the state of self-owned power plant planning and operation of the lack of appropriate policies and regulations, so some areas and enterprises to improve power generation capacity, reduce electricity costs, the development of circular economy, cogeneration and other names built a number of installed capacity is small, Low efficiency, large emissions of self-owned power plant.
With China's electricity demand into the low-speed growth of the development stage, coupled with the state-owned power plant management standardization and tighter, Wu Qi told reporters that the future self-owned power plant space will be further compressed.
This view has also been the industry's identity, engaged in energy investment in the South, a group leader told the first financial reporter, due to carbon emissions and other factors, by the Development and Reform Commission is responsible for the approval of self-built power plant project has been difficult to get approval. And clearly stipulated that the electricity generated by the power plant can not access the Internet, only for personal use. This is similar to the Weiqiao Group, such as power generation enterprises will undoubtedly mean that the waste of resources.
In addition, with China's energy-saving emission reduction policies and the advance of the new electricity reform, self-owned power plants will face increasing policy and legal risks. Wu Qi said that at present, most of the installed power plant installed capacity is relatively small, such as Shandong, a lot of power plant installed less than 50,000 kilowatts, low combustion efficiency, environmental protection is not up to standard, the state is out of backward production capacity of small units. And the industry clearly told the first financial reporter, the construction of a 300,000 kilowatts of thermal power plant costs about 30 billion yuan, due to the construction of large power plants per kilowatt price is lower than the small thermal power plant, so the government is basically no longer approved Build a small power plant.
In addition to energy-saving emission reduction considerations, a lot of self-owned power plant is clearly lack of operating qualifications, bypassing the national normal approval process, is not the first nuclear construction, grant construction does not match, unauthorized approval and other illegal construction projects. The State Electricity Regulatory Commission has said that many self-owned power plants did not obtain power generation business license, is a certified business.
Despite the many problems, but in Yuan Jiahai view, the state of self-owned power plant positioning should not be a simple denial, cancellation or restrictions. "Self-owned power plant is an important part of China's thermal power industry, in the production of industrial enterprises to provide power supply, reduce production costs at the same time, but also take into account the surrounding enterprises and residential electricity demand." From this point of view, For self-owned power plant to strengthen and regulate the management when it is proper.
In fact, with the self-owned power plant installed capacity continues to expand and thermal power industry energy efficiency, environmental standards continue to improve, "to further strengthen and regulate self-owned power plant supervision and management, and gradually promote self-owned power plants and public power plant management, is conducive to strengthening the power plan , To promote their own orderly development of power plants. "Yuan Jiahai added.
Wu Qi also told reporters that self-owned power plants to speed up the upgrading, including energy-saving water-saving transformation, desulfurization and denitrification dust and other environmental protection, intelligent transformation of equipment to reduce the power grid operation and power quality, improve operational efficiency and energy saving Level.
Policy from the current introduction of the country, for self-regulation of power plants or more from the field of coal to start. For example, November 30, 2015, the National Development and Reform Commission, the National Energy Board announced one of the power system reform supporting documents - "on strengthening and regulating coal-fired power plant supervision and management of the guidance", clear the future development of self-built power plant planning And operations. This is caught in a kind of thinking blind spot, is the self-owned power plant more or not considered starting from the new energy. The shield of the new energy-related person in charge to the first financial reporter said that the current Shield of the new energy and not alone for a business to build wind farms or photovoltaic power plants.

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