December 23, the State Council executive meeting decided that from January 1, 2016 cut official coal-fired power tariff average per kilowatt hour (KWH) of 0.03 yuan. Obviously, the move in addition to reduce the burden on enterprises in a certain extent, reduce the enterprise cost, another effect is corporate owned power plant to the guidance. This marks the comprehensive reform of China's electricity market curtain has been opened. And related enterprises should be on the introduction of intensive reform policy to make comprehensive analysis and grasp, thus making in line with the market expectations of judgment and management behavior.
In early December, the executive meeting of the State Council made the decision to 2020 of coal-fired units full implementation of ultra low emission and energy saving, so that all active duty units average coal consumption of less than 310 grams / kWh, the average coal consumption of new units less than 300 grams / kWh, of backward production capacity and do not meet the mandatory standards unit requirements resolutely shut out; and in the time required, the eastern and central regions to advance to 2017 or 2018 standard requirements.
The characteristics of chemical production determines the big power status, the part of the product in the production process, electric in the composition of the cost occupies a large proportion. Therefore, chlor alkali, calcium carbide, yellow phosphorus, fertilizer and other large enterprises, previous are generally in the plant at the same time supporting owned power plant to solve the supply tension and reduce the cost of electricity. Today, however, the domestic electricity supply appear serious excess, and the prevention and control of atmospheric pollution has risen to national development strategy, as the focus of emission industries, coal-fired units and economy and people's livelihood, environmental relationship is also closer.
Therefore, captive power plant owned enterprises is application unit capacity enlargement and upgrading or is determined to be eliminated. In the author's opinion, should first recognize the following market trends.
First, the trend is irreversible coal. In recent years, many areas and frequent fog and haze, and a large number of coal emissions is the culprit haze. Therefore, reducing coal consumption and production of corporate responsibility, corporate owned power plants will bear the brunt. Statistical data shows, limited construction period is longer, unit size too small, and professional management level limited, owned unit coal consumption generally 350 ~ 400 g / kWh, much higher than the power generation enterprises, coupled with the emission reduction efforts is greatly less than professional electricity prices. So low efficiency and high emissions is clearly the focus of policy regulation.
Second, the market respect fair competition. In the high energy consumption products competition. It has its own power production enterprises has the obvious advantage of power supply cost, which do not have their own business units will undoubtedly have unfair. At present, the domestic self power supply and power supply price per kilowatt hour average difference of 0.2 yuan, which for the consumption of tens of thousands of kilowatt hours of high energy consuming products, competitive advantage is self-evident. The country is speeding up and create a market environment for fair competition, including preferential tariff, tax, some traditional control means gradually abolished. It also requires self owned power plant enterprises to make decisions in line with the laws of the market.
Again, a trend which cannot be halted technological progress. In a sense, self owned power plant is likely to lead to the protection of backward. For example, diaphragm caustic soda and the power consumption per unit product to than ionic membrane caustic soda high 400 kW above, that is, by virtue of the self power supply, the price advantage to maintain the survival of diaphragm caustic soda. Notes, in the total capacity of the domestic more than 30 million tons of caustic soda, diaphragm caustic soda proportion and 10%. Its existence will undoubtedly hinder the pace eliminating backward production capacity, reduce the overall efficiency of the industry.
Owned generating units to survive, to upgrade the standard become the only choice. But in fact, enterprise investment expansion or renovation is not the best, because the move to spend huge sums of money, increased the financial burden of the enterprises, and the resulting high depreciation ultimately allocated to product cost, from the other end of the weakened the competitiveness of products.