If we say that from the demand side, the enlightenment brought by the “electricity shortage†and the next policy orientation are to increase the intensity of suppressing high-energy-consuming industries and accelerate industrial transformation, then from the supply side, the enlightenment of “electricity shortage†is: supply The structural contradictions of power behind the shortcomings need to be resolved urgently, and the issue of electricity price formation mechanism, which is an important part of resource price reform, needs to be resolved. After a long-term investigation by our reporter, from the perspective of supply, the main reason for this round of power shortage lies in two aspects. On the one hand, it is the structural cause of the power industry. Due to the new type of unit structure and regional structure imbalance in recent years, the proportion of thermal power has dropped rapidly, the proportion of new energy power generation has increased, and the proportion of power installed capacity in the western region has increased rapidly. The corresponding power grid construction has not been followed. In the above, the ability to optimize the allocation of resources across the country is severely limited. The seasonal power gap in the eastern and central regions increased, whereas the surplus electricity in the western and northeastern regions could not be transported to the eastern and central regions, resulting in a typical structural power shortage pattern. On the other hand, it is the system of “market coal, planned electricityâ€. This systemic ailment caused the adjustment of the electricity price of administrative control to keep up with the increase in coal prices. The losses of thermal power plants were serious, and the enthusiasm of power generation in thermal power plants was greatly reduced. A group of power plants passively generate electricity. According to industry insiders, some power groups have issued verbal instructions internally, but those power plants that are difficult to purchase coal and are increasingly losing money can decide whether to “shut down and repairâ€. Although some people criticized the behavior of power plants as irresponsible, others believe that many power listed companies belong to public companies and are market-oriented entities. They should not be forced to fulfill their social responsibilities. In fact, the real responsibility for the power shortage is the systemic malpractice of “market coal, planned electricityâ€. In response to the structural contradictions of power behind the shortage of supply, the China Electricity Union experts said in an interview with reporters that the first is to approve the commencement of a large-scale power project as soon as possible to ensure a reasonable scale of construction and production; in particular, to start construction as soon as possible Large and medium-sized hydropower projects will effectively develop nuclear power on the premise of ensuring safety and actively promote the development of new energy power generation. Second, we must respect the objective laws of the installed structure, to meet the seasonal and intermittent contradictions of the continuous and stable supply of power systems, and to adjust the seasonal and intermittent contradictions of new energy power generation, and start construction of a certain scale of thermal power projects, mainly coal-based clean and efficient coal-fired power plants and natural gas power plants. Accelerate the construction of long-distance AC-DC UHV cross-regional lines and solve the large-scale power shortage problem that may occur in the mid-Twelfth Five-Year Plan. For the "market coal, plan electricity", the above experts said that the national "Twelfth Five-Year Plan" clearly stated that "we must establish and improve the price formation mechanism of resource products that can reflect the market supply and demand relationship, resource scarcity and environmental damage costs". On this basis, it is necessary to promote the reform of electricity prices, improve the linkage mechanism between energy prices, on-grid tariffs and sales tariffs as soon as possible, and guide the rational allocation and efficient use of power resources; in particular, it is necessary to improve the sustainable development capability of power companies and meet the "ten The demand for funds for power development during the 2nd Five-Year Plan period.
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