Insiders said that the core problem of China's natural gas power generation industry development control is not the formation of rational market pricing mechanism, in natural gas prices should be considered for its environmental value, such as power peaking contribution.
Recently, the Zhejiang Price Bureau announced the news, the province's natural gas generating units for the two part of the pilot system. Specifically, in accordance with the different types of natural gas generating units, electricity price is 0.67 yuan to 0.73 yuan per degree, capacity for a year 360, 470, 680 yuan three grades.
"To guarantee the balance of electric power and the power grid safe, for disobeying the scheduling, do not assume the peak power generation task of natural gas for power generation enterprises, withholding certain capacity tariff. Cogeneration units due to heating need to exceed the planned power generation, its online electricity price in accordance with the provincial system to adjust the benchmark price of electricity to the grid." Zhejiang Price Bureau website show.
The so-called two system electricity price, is the consumer price of electricity by the electricity price and capacity of electricity price. How to calculate the quantity of electricity price according to the quantity of electricity, the capacity of the electricity price is calculated according to the capacity of the transformer. According to two kinds of electricity price, the sum of the electric charge is the total electricity price which is the customer, it is the price system which is based on the reasonable share of the capacity cost and power cost.
Natural gas for power generation in an embarrassing position in domestic, for a long time as a peaking power use, but with the cost of gas high tariff previously and gas prices do not interact, many companies face a loss. Acciona analysts think Chen Yunying said implement two-part tariff advantages is executive capacity price is equivalent to the loss of natural gas power generation enterprises compensation, so that enterprises can continue to produce. But the government regulation and control of gas generating units according to the macroeconomic situation, thereby controlling the power generation hours, the development of enterprises and barriers.
According to informed sources, Guangdong will also on natural gas price reform experience in Zhejiang will be given, an important reference.
Or ease the pressure on the survival of the enterprise
This is the price reform of Zhejiang two-part for the first time in domestic natural gas power generation reform.
According to the Zhejiang Price Bureau, according to the different types of natural gas generating units, electricity price is 0.67 yuan to 0.73 yuan / degree; the capacity of 9F and 9E, 6B, 6F capacity of 360, 680, 470 yuan / kwh.
"Two-part price or will to some extent alleviate the natural gas power generation enterprises to survive the pressure." Chen Yunying said.
According to her introduction, after 2000 because electricity installed growth can not meet the needs of society, Zhejiang has for several years in the summer season appear "electricity". In order to ensure the operating rate, many local by limiting the power of small and medium-sized enterprises rapid opening their own diesel generator, giving rise to the "oil shortage".
"Development and reform [2011]132, file, development and Reform Commission in addition to the requirements of the moratorium on the export, also requirements throughout the economy to do a good job and railway, transportation and other departments of transportation convergence, to ensure that the finished product oil timely dispatching departments and oil companies. In addition, the national development and Reform Commission also asked the oil, Sinopec, CNOOC to continue to do a good job in the supply of local oil refining and oil and the acquisition of refined oil and other work, effectively increase the supply of resources." The source said the above Guangdong.
In this context, Zhejiang, Guangdong and other places to start gas power plant to meet the residents living, but the cost of natural gas power generation is higher than the cost of coal. Insider explained that Zhejiang Province natural gas power generation installed capacity of more than 1200 kilowatts, 2014, the average number of hours of power to more than 1300 hours, burning machine utilization rate is low, natural gas power generation enterprises face losses. Government departments in order to allow the existing natural gas power generation companies to survive, the first half of the time to study the introduction of natural gas generating units for the two part of the electricity price.
Capacity pricing is also called fixed price, which represents the cost of electricity in the cost of capacity, that is, the fixed cost of the part. Electricity to users consumed electric energy calculation of electricity price, said costs of electric power enterprises in the electricity energy cost, namely changes in part of the cost. After the implementation of the two electricity price, the power grid in the power supply, only to the power plant to pay the capacity of electricity, the need for power plants, while the payment of capacity and electricity.
Guangdong copy
For the experience of Guangdong, Zhejiang attaches great importance to. Because before and after 2010, Guangdong, especially Shenzhen, gas power plant all losses.
Shennan electric (000037.SZ) as an example, the data show that in 2010 the company loss 1.15 billion yuan, 2011 rely on "power generation and the tax revenue increase and achieve equity transfer income" losses into profit, net profit of 17.53 million yuan. In 2012, the company lost 204000000 yuan, the reasons for the loss of operating income, power generation subsidies, tax rebates and the cost of raw materials continued to rise." In 2013, Shennan electricity on and CNOOC Gas & Power Group Co., Ltd. Guangdong Trade Branch signed the "natural gas sales contract supplementary agreement" to reduce the cost of power generation, only losses into profit and net profit to 53.1 million yuan.
"Once the two part of the implementation of the system in Guangdong, the gas power plant's profit will be increased." Above Guangdong people said.
Disclose according to him, restricting the core problem of China's natural gas power generation industry development is not the formation of rational market pricing mechanism, in natural gas prices should be considered for its environmental value, such as power peaking contribution. Only by deepening the reform of natural gas prices, making reasonable peak and valley price and auxiliary service price, giving full play to the role of resource allocation, can make China's natural gas power generation into the track of healthy development. "