The coal price merging plan that has been brewing for a long time has made both coal and electricity companies feel uncomfortable, which is somewhat ridiculous. Recently, the relevant departments and bureaus of the National Development and Reform Commission and the relevant associations have been exploding the coal-fired price consolidation plan. The former dual-track coal price system will be transformed into a long-term contract to achieve full marketization of coal prices. At the same time, considering that the price of electricity is still in the state of regulation and control, if the future coal price rises again, it may lead to coal-electricity contradiction. The change of long-term coal price will still be approved by the National Development and Reform Commission. The previous coal-electricity linkage system is still retained. "Now is not the time for coal price to be merged. This integration scheme will make electricity companies unable to understand." Mr. Liu, a senior power expert of the five major power groups, is puzzled by the integration plan. On the coal side, coal price consolidation is the general trend, but If the future long coal coal is still dependent on the government's approval, it is far from the complete marketization imagined by coal companies. The merger and acquisition plan to retain the approval system to eliminate the double-track system of coal prices is a long-disputed topic in the coal-fired power industry. The National Development and Reform Commission has been mired in the contradiction between coal and electricity for many years, and has been mulling a dual-track system to achieve full marketization of coal prices, but Under the background of the regulation of electricity prices, the National Development and Reform Commission has been studying the coal price consolidation scheme for many years, but it is still difficult to get rid of the color of administrative supervision. For a long time, because electricity prices are subject to government regulation, in order to maintain the interests of power generation enterprises to stabilize electricity prices, China has been implementing a dual-track system of key contracted coal prices and market coal prices. Under the dual-track system, the government will limit the price of key contracted coal to a lower level, which is generally different from the market coal price by 200 yuan to 300 yuan. In recent years, the economy has continued to develop at a high speed. Coal as a basic energy source has been prosperous and prosperous. Therefore, coal prices have continuously hit new highs. The price difference between market coal and key thermal coal has become large. The dual-track system of coal prices has gradually become the nail of coal enterprises. The contradictions of the originally tense coal power have been intensified. The coal industry began to strive to eliminate the dual-track coal price system. The National Development and Reform Commission also started to abolish the coal ordering meeting under the traditional planned economy, trying to gradually realize the complete marketization of coal prices. However, due to the rapid increase in coal prices in recent years and the slight adjustment of electricity prices, power generation companies have suffered serious losses, and the National Development and Reform Commission still has to Limit the price of thermal coal. Since the beginning of this year, the macroeconomic recession at home and abroad has caused the price of thermal coal to go down. Recently, the difference between contract coal and market coal has been reduced to a few yuan. The major coal provinces have called for the cancellation of the dual-track coal price system at this time, and the relevant departments of the National Development and Reform Commission, after investigations in Shanxi and Inner Mongolia, will work with relevant associations to formulate a coal mine price integration plan. The new plan was exploding and the previous coal price double-track system was merged into a long-term coal price contract. The long-term agreement price extended the key coal contract signed at the current year to more than 2 years, and the time limit was 2 years to 5 years; The contract will stipulate the basic price and the change price of the coal, and the price will set a series of conditions. After the conditions are met, the relevant party will report it to the price department for approval and implementation. After the coal price is merged, the coal-electricity linkage system will be retained, and the coal price will be controlled at 10 Within the scope of the change of %, once exceeded, the government department will intervene. The program has not yet been finalized. Electricity companies can't understand the integration scheme. Because the terminal electricity price is subject to government supervision, power generation companies have relied on key coal contracts for many years to slow down the cost of coal price. They have also opposed the elimination of the dual-track coal price system. Mr. Liu, a power expert mentioned above, told reporters that the current power is confused about this media-linked merger plan. On the one hand, it must be merged. On the one hand, it still strengthens supervision. From the current plan, the power company cannot understand the future. Business is a disadvantage. Mr. Liu believes that if it is necessary to cancel the dual-track system of key contracted coal prices and market coal prices, it is necessary to vigorously promote the reform of the power system. Otherwise, in the context of tariff regulation, it is unthinkable to unilaterally realize the complete marketization of coal prices. However, it seems that there is no plan to push forward the reform of the power system, and the long coal price after the merger is still regulated by the government. "I don't know what is the fundamental difference between this kind of merger and the previous, what is the significance?" said Mr. Liu. The person in charge of the fuel business of several power generation companies believes that if the power system reform is not in place, the timing of the coal price will not be mature. In response to coal-fired coal, the China Electricity Council announced that if coal and coal are to be integrated, it is necessary to improve the coal-electricity linkage policy to ensure that coal prices, power-on-grid tariffs and sales tariffs are linked in real time, and the circulation system reform is simultaneously promoted to reduce coal transportation. Link cost. Coal enterprises are waiting for the coal mine to ease the "women's coal" . In the view of coal companies, it is a general trend to cancel the dual-track coal price system. However, if the government still controls the price of coal, it is not the real marketization of coal prices. The reporter learned from the major coal-producing provinces that because of the trend that the key contract coal prices that have been rare for many years have been significantly higher than the market coal prices, the major coal-producing provinces have experienced serious “women’s coal†phenomenon. Coal stocks of large coal producers and power plants are full, and the controversial dual-track coal price system is facing market shocks. Take Shaanxi Province as an example. In the past, during the period of tight coal supply, the price of key contracted coal was much lower than the price of coal in the market. Last year, the difference between the two was more than 70 yuan. But now, the price of coal in the market is lower than the price of key contract coal, many power plants. Regardless of the focus on the thermal coal contract, they have purchased coal in the market. This trend has intensified the slow sales of coal in state-owned key coal enterprises and the phenomenon of overcrowding. Some state-owned coal production enterprises in Shaanxi Province reported that after entering the province, the provincial power plants refused to receive key thermal coal on the grounds of high contract fulfillment rate. After June, some power plants stopped receiving key thermal coal on the grounds of equipment failure and equipment maintenance. Shaanxi Coal Chemical Industry Group has now restricted all of its 39 pairs of mines, with a backlog of over 1.7 million tons of coal, an increase of 1.3 million tons from the beginning of the year. According to reports, as the coal market has become a buyer's market, the coal payment is seriously arrears. As of now, the coal payment of up to 5.5 billion yuan has brought severe challenges to the normal production and operation of enterprises. At present, coal companies have called for the abolition of the dual-track coal price system to alleviate the dilemma of state-owned coal enterprises. However, coal companies also believe that how to establish a new market-oriented pricing mechanism is the key to coal price integration, and further strengthen supervision, it is difficult to achieve coal prices. Fully marketized.
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