On the 23rd, Zhao Jianguo, Director of the Marketing Department of the China Coal Transportation and Marketing Association, said at the â€œ2012 China (Zibo) Coal Market Seminar and Trade Fairâ€ that since the beginning of this year, the supply and demand of electric coal have been basically balanced and prices have fluctuate slightly. There is looseness, which can be described as "the off-season is not light, and the busy season is not prosperous." Zhao Jianguo quoted from the National Grid Data during an interview in an interview with the â€œEconomic Information Dailyâ€ reporter. According to data from the National Grid, as of November 20, the power plantâ€™s existing coal stocks were more than 80 million tons, more than 2000 million tons of inventory in the same period last year. Tens of thousands of tons can be used for 21 days, which is much higher than the coal storage warning line of the power plant for 7 days.
However, Zhao Jianguo also said that due to factors such as coal consumption industry growth, hydropower output, seasonal climate, and transportation conditions, there may still be tight supply during certain periods, certain regions, and individual coal types.
For the above judgment, Hou Wenjin, deputy inspector of the Shanxi Provincial Coal Industry Department, agreed.
According to the data provided by the Shanxi Provincial Coal Industry Department, in 2011, Shanxi's total coal output and relocation volume have increased, and the increase has been significant. Among them, the annual total coal production is estimated to reach 820 million tons, an increase of 80 million tons over the previous year; the amount of electric coal transferred is 580 million tons, which is 60 million tons more than last year; as of the end of October, the inventory of coal enterprises has also increased compared to the beginning of the year. An additional 1.22 million tons.
â€œThis year, Chinaâ€™s total coal production is expected to reach 3.5 billion tons, which is 300 million tons more than last year, and it can fully meet market demand. This year, it is unlikely that there will be a coal shortage in January and next year. As for the structural imbalance in electricity supply and demand, there existed This year, there will be later," said Hou Wenjin.
The lack of coal does not mean that there is no shortage of electricity. The China Electric Power Enterprise Federation (CEC) had previously warned that the biggest power shortage in the country this winter and next spring is around 40 million kilowatts. The emergence of power shortage is affected by seasonal factors, but it is also related to the lack of enthusiasm caused by the huge losses of power generation companies. The huge loss of power generation companies is due to the fact that the increase in electricity prices is much lower than the increase in coal prices.
Taking Shandong as an example, since the implementation of coal-electricity linkage policy in 2004, the on-grid tariff of Shandong power plant has increased by an average of 49%, while the purchase price of standard coal has increased by 176%. At present, Huaneng Group's 17 power generation enterprises in Shandong have 2.9 billion yuan in owed coal. Huaneng, Huadian, Guodian and Datang have 33 profit-making units in Shandong, and only 3 of them are profitable, with a loss of 91%.
Wang Xichun, director of Huaneng Huangtai Power Plant, said without hesitation: â€œAt present, the capital chain of the power plant has been broken. The total assets of the company are 5.8 billion yuan and the liabilities have reached 5.99 billion yuan.â€
According to reports, according to the current on-grid tariffs, Huangtai Power Plant suffered a loss of 7.15 points per one time. In the first eight months of this year, it has lost 244 million yuan, and is expected to lose nearly 400 million yuan in the whole year. From 2006 to now, there is no loss for one year. At present, Huangtai Power Plant has owed more than 30 middle-man business coal funds of 220 million yuan.
Zhang Zenggen, chairman of Shandong Guanxian Transportation Coal Purchase and Sale Co., Ltd., told the â€œEconomic Information Dailyâ€ reporter that the companyâ€™s purchase of coal by coal-using units, including power plants, was as high as 100 million yuan this year. Although they are all patrons, he It is not certain whether these arrears can be recovered.
The relevant person of CEC pointed out that under the current conditions of reform of the electricity price system not yet in place and the competitive electricity market has not yet been established, coal-fired electricity linkage mechanism is still an effective measure to solve the contradiction between coal and electricity. It is suggested to start the coal-electricity linkage mechanism at the right time and link the owed billing price in place.
Although the winter is the peak period of coal use, the demand for electric coal has not only risen sharply, but prices have recently declined. It is worth noting that although there is no shortage of coal in the country, the early warning of power shortages continues. The root cause lies in the poor prices caused by â€œmarket coal and planned electricityâ€.