Before The Five Big Groups, Thermal Power Deficit Increased By More Than Ten Billion In July.

The Bohai coal price index ended 9 weeks in a row.

After the peak summer, continued power shortage continues to spread.

But ironically, most thermal power enterprises are faced with an embarrassing situation of more power generation and larger losses.

Analysts say this situation is difficult to change in a short time.

The worst electricity shortage has been heating up in 7 years.

While the price of coal has risen, the major power companies have issued frequent reports of serious losses.

According to the report disclosed by the listed companies in the power industry, more than half of the companies suffered losses.

In the month of 1~7, Huaneng, Datang, Huadian, Guodian and CIC invested five power generation companies.

At present, the domestic electricity price is 0.4407 yuan / kWh (including tax), with coal consumption of 340 g / kWh, the unit cost of fuel has reached 0.442 yuan / kWh (including tax).

It is obvious that the greater the power generation, the greater the loss, which is the same situation that many thermal power plants at home are facing at this time.

In the face of losses, enterprises' enthusiasm for generating electricity has naturally been discounted.

Analysts pointed out that "market coal, planning electricity" is the fundamental institutional reason for the embarrassing situation of thermal power enterprises.

At present, the cost of electricity generation is far higher than the electricity price.

For example, raw coal with 5000 cal cards has increased by more than 300 yuan per ton compared with the same period last year, while electricity prices are under the strict control of the government.

Although the NDRC has raised the electricity price in some provinces in April 10th and June 1st, it still can not compare with the rising coal price.

After Shanxi province took power restriction measures for one month in a row and Hunan province was forced to reduce the power supply index of many places in the province, the daily economic news reporter recently learned from Chongqing power grid that the water and electricity pressure in Chongqing is daily.

In addition, in order to alleviate the shortage of electricity and rush to pport 7800 tons of electric coal to protect the supply of electric coal, Guangxi only completed 9 million 539 thousand tons of coal throughput in Fangchenggang alone in 1~7 months, which is 2.6 times that of the same period last year.

It is reported that the city of Nanning has begun to turn off power in order to ease the power supply pressure.

The largest coal producing province in South China, Guizhou, has been reduced from 154 million kilowatt hours to 100 million kwh since the end of 7 months. Since this year, the supply of electricity in Guizhou has been tight, resulting in a decline of over 10% in thermal power generation.

Some analysts pointed out that China has abundant coal reserves, ample coal production capacity and enough generating units. However, under such a strong combination, the most serious electricity shortage in 2011 has been seen in 7 years.

Power generation in thermal power plants is not enthusiastic.

For the phenomenon of worsening power shortage since September this year, domestic energy experts say that the power generation enterprises are not motivated to generate electricity on the whole because of cost considerations or on the basis of coal shortage or maintenance.

Coal expert Li Zhaolin pointed out that, on the surface, the shortage of water resources and coal resources in the south is the direct cause of power shortage, but it is not the case.

He stressed that the main reason for this year's electricity shortage is artificially manufacturing industry bottlenecks, so as to protect the development of the industry and obtain stable monopoly profits.

Shanxi coal department's stakeholders also believe that the focus of coal and electricity disputes can not be focused on coal production.

According to statistics, coal production in 1~7 month is 4.85 billion tons, an increase of 88 million 450 thousand tons compared with the same period, an increase of 22.27%.

Judging from the dispatch of electric coal, the 1~7 month pferred 1.77 million tons, an increase of 20 million 560 thousand tons compared with the same period, an increase of 13.14%.

According to authoritative sources, the domestic demand for coal increased by nearly 20% this year. Coal and procurement enterprises in Shanxi often signed 2011 of the contracts by the end of 2010.

This means that the production plan for 2011 has been allocated at the end of 2010, which makes it difficult for enterprises to purchase additional enterprises that are faced with immediate demands.

Raising the tariff is the most direct way to relieve the loss of electric power enterprises and stimulate their enthusiasm for generating electricity. However, under the background of high inflation, the resistance to increase electricity prices is not small.

Therefore, at this critical moment, the NDRC has to be cautious about raising the electricity price.

Market analysts pointed out that 30% of local governments' projects in the first year of 12th Five-Year were high energy consuming projects. In a short time, it is impossible to break the monopoly situation in the power and coal industries. It is imperative for us to curb excessive excessive investment and curb irrational development of a large number of high energy consuming industries.

"Electricity shortage also has its advantages.

In the absence of electricity, it is conducive to the optimization and upgrading of the whole industrial structure, promoting the adjustment of China's energy structure, improving the efficiency of high energy consuming enterprises, and reducing the consumption of electricity.

Han Xiaoping, chief information officer of China energy network, said.

Lin Boqiang, director of the China Energy Research Center of Xiamen University, also told reporters that the state usually does not control coal prices. If we want to solve the thermal power problem, we can raise the price of electricity on the Internet, and the electricity price of residents can be unchanged.