In 2017, the thermal power industry "suffered a lot"!
Performance decline and profit loss have become the reality that every thermal power enterprise has to face. The situation of thermal power industry in 2017 is extremely grim: coal power overcapacity, project suspension and construction delay, high coal price, declining utilization hours, compulsory implementation of ultra-low emission, flexible transformation of deep peak shaving, restructuring of national energy investment group, etc. In the face of 2018, the future of thermal power industry is still dim: coal to gas will lead to "gas shortage", carbon emission trading trial, further limited installed capacity, and squeeze of new energy such as wind power and photovoltaic How to improve the utilization efficiency of thermal power units, how to more clean and efficient emissions, how to improve the profit of thermal power, "problems" are still many to be solved, thermal power enterprises need to explore a new, sustainable development path.
Polaris thermal power grid selects the top 10 news hotspots in 2017 according to the Convention at the end of the year to review the 2017 of thermal power industry together!
1. Coal and electricity red warning! State Energy Administration issued urgent documents to control coal and electricity production capacity
Event: at the beginning of January 2017, the electric power department of the State Energy Administration issued urgent letters from 13 provinces to connect the scale of coal-fired power production during the 13th five-year plan, requiring a large number of coal-fired power projects to be suspended or postponed to be built and put into operation after the 14th five-year plan, involving 85 coal-fired power projects, totaling 102.45 million kilowatts. On April 20, the National Energy Administration issued a risk warning document for coal and power planning and construction in 2020, which further requires that, according to the principle of moderate strictness, provinces with red and orange risk warning results should suspend the approval and postpone the construction of new self-use coal-fired power projects. Among them, except for Hunan and Hainan, the risk warning results of other 24 provinces (districts and cities) are red.
Comments: in response to the blowout of coal-fired power projects, the National Energy Administration issued a number of documents in 2017, from calling off coal-fired power construction to eliminating backward production capacity. Although the growth rate of thermal power installed capacity has slowed down significantly, the total installed capacity of coal-fired power is still allowed to increase from 900 million kilowatts at the end of 2015 to 1.1 billion kilowatts in 2020, with an average annual growth rate of 4.1%, which is still a big growth rate.
2. Flexibility transformation of thermal power plant in Zhuanghe power plant
Event: as one of the first batch of thermal power flexibility transformation pilot units of national energy administration, Guodian Dalian Zhuanghe Power Generation Co., Ltd. has achieved great results: the peak shaving capacity of 600 MW supercritical pure condensing unit is up to 180000 kW, and its technical position is in the leading position in China; the deep peak shaving capacity and peak regulation compensation income have ranked first in Liaoning Province for three consecutive years; The peak load compensation income accounts for nearly 80% of the net income of the two rules of Guodian group. The deep peak shaving of thermal power flexibility transformation of Zhuangdian company has gone out a unique road of "technology and economy flying together".
Comments: as the role of thermal power in energy supply has changed from basic and conventional energy to peak shaving and standby energy, the proportion of peak shaving compensation income in the income of thermal power enterprises is increasing. Zhuang power company has made such a calculation: in the non heating period, the peak shaving income of the unit at 180000 kW is equivalent to the power generation income of the unit operating at 1.23 million KW.
3. A joint petition of 7 thermal power enterprises with total loss
Event: on March 17, 2017, seven thermal power generation enterprises in Ningxia collectively submitted a letter to the economic and Information Commission of the autonomous region, asking for solutions to problems in thermal power operation. The coal price of Ningxia has not yet been implemented, and the price of coal in Ningxia has risen from RMB 320 to RMB 200, resulting in the coal price of Ningxia rising from RMB 200 to RMB. Seven enterprises hope to reduce the margin of direct transaction electricity price or suspend direct transaction. On March 20, Shenhua Ningxia coal issued a warm reminder to all thermal power enterprises: the coal price in the second quarter will be maintained at 320 yuan / ton in the first quarter, and the contract will be signed before the 29th, otherwise the supply will be stopped.
Comments: the rise of coal price is the most important and direct reason for the loss of thermal power enterprises. The coal supply in Ningxia has been continuously tense. Shenhua put forward the reasons for the shortage from two aspects: one is the influence of the de capacity policy; the other is the operation of the group's coal to oil project. Under the dual influence of production decline and demand rise, the coal supply situation has undergone fundamental changes. The contradiction between coal and electricity is becoming more and more serious.
4. National Development and Reform Commission: benchmark electricity price of coal-fired power generation rises in July to ease operation difficulties of coal-fired power generation enterprises
Event: on June 16, 2017, the national development and Reform Commission officially issued the notice on canceling and reducing part of government funds and additional reasonable adjustment of electricity price structure. Since July 1, 2017, the special fund for industrial enterprise structural adjustment collected from power generation enterprises was cancelled, and the collection standards of national major water conservancy project construction fund and later stage support fund for large and medium-sized reservoir resettlement were reduced by 25% respectively The price space is used to improve the benchmark grid price of coal-fired power plants and ease the operation difficulties of coal-fired power generation enterprises. Subsequently, all provinces and autonomous regions in China successively announced the notice on the issues related to the reasonable adjustment of electricity price structure.
Comments: coal prices are rising, coal companies laugh, but coal power enterprises "cry", which also makes the regulatory side of coal and electricity have to mediate in the middle. Under the background of high raw material prices, the situation faced by coal-fired power enterprises is still difficult to say and relaxed. Both industry insiders and listed companies describe the effect of the price hike on coal-fired power enterprises by "a drop in the bucket".
5. 16 ministries and commissions jointly issued "opinions on promoting supply side structural reform, preventing and resolving the risk of coal and electricity overcapacity"
Event: on July 26, 2017, the national development and Reform Commission, the national energy administration and other 16 ministries and commissions jointly issued the opinions on promoting the supply side structural reform, preventing and resolving the risk of coal and electricity overcapacity. The opinions pointed out that during the 13th Five Year Plan period, 150 million kilowatts of coal-fired power production capacity was suspended and postponed, and more than 20 million kilowatts of backward production capacity were eliminated, 420 million kilowatts of ultra-low emission of coal-fired power, 340 million kilowatts of energy-saving transformation and 220 million kilowatts of flexibility transformation were implemented. By 2020, the installed capacity of coal-fired power plants in China will be controlled within 1.1 billion kilowatts, and ultra-low emission transformation will be completed for qualified coal-fired power units, and the average coal consumption for coal-fired power supply will be reduced to 310 g / kWh. The document also announced the scale of coal-fired power regulation in each province and the list of suspension and postponement of construction of coal-fired power units in each province, including 33 projects in 10 provinces, and 61 projects in 20 regions.
Comments: in fact, the risk of coal power surplus has become more and more prominent, and coal power investment is also gradually declining. Among them, the investment in coal-fired power plant decreased by 29.4% in the first half of the year compared with the same period of last year, and the investment in coal-fired power plant decreased by 29.4% in the first half of the year compared with the same period last year. In addition to the risk of coal-fired power surplus, the losses of coal-fired power enterprises are also serious, and the benefits of the power generation industry have declined significantly. This is also the reason why the development and Reform Commission and other departments continue to emphasize the risks of coal and electricity surplus, and vigorously promote the restructuring of power generation enterprises.
6、 Cost reduction practice of Weiqiao and Xiwang: power generation cost is only 0.17 yuan
Event: while the downward pressure of the economic situation is still great, Weiqiao group and Xiwang Group, two private enterprises in Zouping County of Shandong Province, not only withstood the pressure, but also realized the scale expansion and strengthened the "muscles and bones". The two companies share a common feature, with their own power plants. Weiqiao group's power generation cost is very low. From January to March 2016, the power generation cost per kWh is 0.17 yuan. In 2015, 2014 and 2013, the figures were 0.18 yuan, 0.21 yuan and 0.29 yuan respectively.
Comments: in terms of raw material cost, i.e. coal, there is no big difference between the self provided power plants of private enterprises and large state-owned power plants. The cost of self provided power plants is low. First, the mechanism of self provided power plants of private enterprises is flexible, with less personnel. The second is the private enterprise's own power plant to digest steam, which reduces the comprehensive cost. However, the steam from large state-owned power plants cannot be digested by itself, and many of them are discharged in vain. The amount of this piece is not small.
7、 Guodian group and Shenhua Group formally merged and reorganized into national energy group
Event: on August 28, 2017, with the approval of the State Council, China Guodian Group Corporation and Shenhua Group Co., Ltd. were merged and reorganized into State Energy Investment Group Co., Ltd. On September 21, the State Administration of industry and Commerce of Shenhua Investment Group Co., Ltd. was officially approved and informed by the State Administration of industry and Commerce on September 17. On the morning of November 20, the national energy group held a cadre meeting, in which senior voter Vice Minister of the Organization Department of the CPC Central Committee read out the Central Committee's decision on the appointment of the leading group of the state energy group and put forward work requirements; the Central Committee decided that Qiao Baoping would be the Secretary and chairman of the Party group, and Ling Wen would be the director, general manager and Deputy Secretary of the Party group. On November 28, the State Energy Investment Group Co., Ltd. held a reorganization and establishment meeting.
Comments: Shenhua Group and Guodian group merged and reorganized to establish national energy group, which is the largest restructuring of central enterprises in China in recent years, which is conducive to strengthening, optimizing and expanding central enterprises, and accelerating the cultivation of world-class energy groups with global competitiveness. The group is a veritable "giant" in the field of energy: with assets of more than 1.8 trillion yuan, it has the world's largest coal production company, the world's largest thermal power generation company, the world's largest renewable energy power generation company, and the world's largest coal to oil and coal chemical industry company. Shenhua and Guodian's merger is still only the prelude to the reorganization of state-owned enterprises.
8. 10 ministries and commissions: promote clean heating in northern China, and complete the transformation of ultra-low emission of coal-fired thermal power units in active service
Event: on December 5, 2017, the national development and Reform Commission National Energy Administration Ten other ministries and commissions jointly released the plan for clean heating in winter in northern China (2017-2021). The plan proposes to insist on clean substitution and reduce air pollutants. By 2021, the clean heating rate in northern China will reach 70%, and it will strive to realize the clean heating of bulk coal in urban areas with serious haze in about five years. The plan emphasizes strengthening emission regulation in heating field. We will continue to promote the transformation of ultra-low emission coal-fired thermal power units. By 2020, all coal-fired thermal power units with transformation conditions will realize ultra-low emission transformation. For the existing coal-fired cogeneration units, the eastern region will complete the ultra-low emission by 2017, the central region will strive to basically complete the ultra-low emission by 2018, and the western region by 2020.
Comments: under the heavy pressure of environmental protection, over the past year, there has been an upsurge of "coal to gas". However, when the transformation of coal to gas is over, many enterprises find that the supply of natural gas is not enough, and many enterprises are "out of food" in their normal production. Especially after the arrival of the heating season, in order to protect the people's livelihood, some enterprises have been trapped in the dilemma of having a meal or not. On December 4, the Ministry of environmental protection issued an urgent document, proposing to adhere to the first principle of ensuring the masses to warm up for the winter. In the heating season, all unfinished projects or places should continue to use the past coal-fired heating method or other alternative methods.
9、 Shanxi Electric Power Association and more than 20 thermal power enterprises punished
Event: in April 2017, the price supervision and inspection and Anti Monopoly Bureau of Shanxi Province issued the notice of administrative punishment in advance, which proposed to impose a total of more than 130 million yuan on 25 thermal power enterprises including Shanxi Electric Power Industry Association and state power Shanxi branch. At the hearing of the case in June, Shanxi Electric Power Association and electric power enterprises raised an objection on the ground that the anti monopoly law does not apply to the power market. On August 3, National Development and Reform Commission It said that it had made a decision to deal with the case of 23 thermal power enterprises organized by Shanxi Electric Power Association to reach and implement direct power supply price monopoly agreement, and it was fined 73.38 million yuan according to law. This is the first anti-monopoly case of electric power enterprises after the promulgation of the "No.9 document" of the power reform, which has been paid close attention to by the national power industry.
Comments: Shanxi Electric Power Industry Association has organized 23 thermal power enterprises to control the transaction price of direct power supply through monopoly agreements, which violates the provisions of the anti monopoly law, and violates the principles of introducing competition in the national power reform, encouraging large industrial users to directly purchase electricity from power generation enterprises, and negotiating pricing between the two parties. It is not conducive to effectively promote the supply side structural reform of thermal power industry by means of marketization and legalization, eliminate and restrict fair competition in the direct power supply market, increase the power consumption burden of downstream entities and damage the interests of consumers.
10. Beijing starts Huaneng coal fired power plant to ease gas shortage
Event: on December 7, 2017, Beijing City Management Committee issued a special emergency document on starting Huaneng emergency standby coal-fired units. At present, the transmission lines of No.3 and No.4 coal-fired units in phase I have been transferred to new gas-fired units, so only units 1 and 2 can be started up. In the future, if necessary, the gas-fired units can be shut down and all four coal-fired units will be started. Du Chengzhang, director of Huaneng Beijing thermal power plant, said when the last unit was shut down, the power plant formulated a maintenance plan according to the long-term shutdown of coal-fired units, so as to ensure that the first phase coal-fired units, as the only emergency backup heat source of the city's heat supply network, can be successfully started and operated according to the demand of urban heat supply network. In order to ensure that the emergency standby of coal-fired units can meet the requirements of environmental protection emission index in Beijing, the power plant puts forward suggestions for unit transformation after full study, so as to further strengthen the control of pollutant emission.
Comments: under the heavy pressure of environmental protection, there is an upsurge of "coal to gas" all over the country. However, when the transformation of coal to gas is over, the supply of natural gas is in short supply, and many enterprises are "out of food" in normal production. Before the heating season, Cai Qi, Secretary of the Beijing Municipal Party committee, and Chen Jining, deputy secretary of the Beijing Municipal Party committee and acting mayor, visited Huaneng Beijing Thermal Power Plant on November 10. During the investigation, Cai Qi stressed that Beijing thermal power plant should always be ready for emergency start-up of coal-fired units. In case of emergency, it should be started safely and quickly, so as to ensure the warm winter of citizens. However, whether this action is the fundamental solution to the shortage of natural gas supply, how to deal with the environmental problems after the power plant is restarted, and whether it can achieve the effect of comprehensive clean-up remains to be discussed.
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