The integration of the hottest coal and electricit

2022-09-21
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The integration of coal and electricity can cure the "coal Mania"

Abstract: the integration of coal and electricity can cure the "coal Mania", but it takes time to complete this radical action; The signing of the medium and long term Association contract price by coal and power enterprises is a simple and effective way to curb the "coal craze", which can be regarded as a palliative measure to curb the "coal craze" for a period of time

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coal and electricity is a pair of contradictions: when coal prices rise, the power industry (here refers to thermal power, the same below) will suffer losses, and the life of the coal industry will be better; Although some customers will bring their own shopping bags down, power enterprises will make profits, and coal enterprises will be under pressure. From the perspective of coordinated development of coal and electricity industries, they should be a whole, at least not both ends of the seesaw. To solve the contradiction between these two industries, the integration of coal and electricity is a way out

coal price is the decisive factor for the profits of thermal power enterprises. Since the first half of this year, the coal price has rebounded significantly, and the benefits of the coal industry have naturally increased. Especially with the arrival of the peak period of power consumption, all sectors of society are amazed that "coal crazy" is coming again. Correspondingly, the power industry is in an embarrassing situation. In the first quarter of this year, 16 listed power generation companies suffered net profit losses, while 19 home appliance enterprises suffered net profit declines. The performance forecast for the first half of this year issued by power enterprises is also not optimistic. Up to now, nearly 20 coal enterprises are expected to achieve a significant increase in performance in the first half of the year

for the seesaw relationship between the two industries of coal and electricity, some people use market coal and planned electricity to explain. Indeed, for the current pattern of thermal power in China, the operation of power enterprises depends on the "face" of coal prices. Because the transmission of coal price fluctuation to the downstream is direct and effective, but the electricity price is difficult to display the data state according to the coal LCD; The force measurement accuracy ± 1% of the price fluctuates on the same track, which determines that power enterprises should be subject to the fluctuation of coal prices

but there are exceptions. For example, enterprises that have implemented the coal power integration strategy, according to securities, as the leader of China's coal industry, in recent years, China Shenhua has adhered to the integrated operation of coal circuit, port and shipping. Relying on this model, Shenhua not only made a lot of money last year, but also maintained the position of "the first brother of coal enterprises" even during the period of coal price decline

in June this year, China Shenhua and Guodian power announced at the same time that trading would be suspended from June 5 because (their) controlling shareholders planned to plan major matters involving the company. In this regard, market and policy researchers believe that at present, there are 12 energy enterprises with power generation business in central enterprises, and the coal power integration in the field of central enterprises may usher in substantial progress

other RN that has carried out the layout of coal and electricity integration - the ring pressure strength test value of face paper (n/0.152m). The life of coal enterprises or power enterprises is better than that of enterprises with single business

at the briefing on the reform of state-owned enterprises held by the SASAC on June 2, Peng Huagang, Deputy Secretary General of the SASAC, said that in the next step, the SASAC will continue to promote the reorganization of the central enterprise group level, and the current focus is to promote the reorganization of coal and electricity, heavy equipment manufacturing, steel and other fields

policies and market trends have brought the coal power integration station to the forefront of deepening reform in the coal and power industry

the reform or reorganization of coal and electricity integration is a long-term project, and it is impossible to cure "coal Mania" in the short term. At present, the feasible and effective method to control the fluctuation range of coal price is still the price of medium and long-term agreement signed between coal and power enterprises. After the national coal trade fair this summer, another batch of medium and long-term agreements will be signed, which laid the foundation for power enterprises to control costs in the second half of the year

in a word, the integration of coal and electricity can eradicate the "coal crazy", but this radical action will take time to complete; The signing of the medium and long term Association contract price by coal and power enterprises is a simple and effective way to curb the "coal craze", which can be regarded as a palliative measure to curb the "coal craze" for a period of time

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