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In the past weekend, the on-grid tariffs of the on-grid electricity prices were released on a concentrated basis. At present, the versions reported are two versions of on-grid tariffs of 2 points, 2.4 points, and 4 points.
From the previous Saturday and Sunday to the first half of last week, rumours that civilian electricity will soon implement the order delivery price (in order to increase the civilian electricity price in a disguised form) have buzzed with a wave.
The price of coal is hanging upside down to the point where it is today, and the on-grid price has reached a point where it cannot be raised. Otherwise, the shortage of power supply from the end of the year to the Spring Festival will continue to deteriorate. Then it is the beginning of spring, the national dry season will be as close as possible, if you can't catch up to the on-grid tariffs before the end of the year, power companies through the "negative completion" to the government "forcing the house" is not only difficult to change but will only intensify.
There is no doubt that the increase in on-grid tariffs, either directly or indirectly, will exacerbate the difficulties of SMEs' production and operation. However, since the decision of the State Council's executive meeting to launch the "helping the small" decision in the middle of last month, a series of policies to reduce the tax burden and expenses of small and medium-sized enterprises have been introduced. This provides the "hedging space" for the NDRC to increase the on-grid tariff by diluting public pressure.
The implementation of ladder electricity prices for civilian electricity is also showing signs of being on the strings. As a result, the ladder price was originally planned to be pushed across the country in the second half of the year before. It was only because inflation was so fierce that SMEs were showing collective operational difficulties. The NDRC dared not at this moment “fuel the flamesâ€, causing a drag on the ladder price. Drag again. The status quo is that the CPI has been retuned for four consecutive months from July to October, and the CPI for the last two months of the year is likely to continue to “inertially declineâ€, which means that the time window for increasing the price of civil electricity in disguise has been opened. If we do not hold the fleeting price adjustment opportunity at this time, it will be hard to say if we drag it to the beginning of next year.
In addition, once the ladder price is implemented, it also has an explanation for the grid operator, which means that the three on-grid tariffs raised by the rumors have been raised, and the NDRC is likely to choose to increase the 2.4-point version. Even considering that "long pain is worse than short-term pain," it is not impossible to directly adopt a version with a 4-point upward adjustment.
To sum up, the electricity price has been adjusted and the machine has no suspense, only the electricity price reform is still far in the future. Today, the market price of thermal coal has reached a "seven points." The remaining "three points" is nominally controlled by the National Development and Reform Commission. By issuing administrative instructions, the state-owned large-scale coal enterprises are bound to lower the market price by about 100 yuan per ton to ensure "general distribution" of coal for power generation. However, even though the NDRC has applied all its strengths and weaknesses to force large-scale coal companies to focus on the overall situation, the batons have become increasingly unsatisfactory. The fact that coal-fired warfare is not fighting the rules is the best proof of "not good." What's more, most large-scale coal companies are listed companies or even overseas listed companies. If the NDRC “is too tough to sellâ€, the pressure of public opinion on “turning coal prices back on reforms†will also be too high. Obviously, for coal companies and power companies to get their place in the market, the only “unveiling†means is to abandon government regulations so that coal prices and electricity prices are determined by their respective supply and demand relations.
However, the market shocks and social shocks that electricity prices bring with the market are far greater than people think. The reason is that the huge “overflow gains†generated by the long-term distortion of electricity prices have long been “overwhelmed†by the profits of electricity companies and people’s daily lives. It is shaped like an alternative vested interest. When interests are conveyed, everyone thinks that they should enjoy the cheese. Once the cheese needs to be re-cut due to price changes, that resistance and the economic and social consequences of starting the whole body, he said that the National Development and Reform Commission has slammed the cheese. The central government behind it can only think twice. Therefore, in the face of tangled electricity prices and "coal and electricity conflicts," the Development and Reform Commission, which is in the midst of economic, people's livelihood and power price reforms, can only continue to play the role of "maintaining president". Therefore, a senior electrician believes that “the price of electricity will not be fully marketed in at least five yearsâ€, although it may seem pessimistic, it is not a joke.
From the previous Saturday and Sunday to the first half of last week, rumours that civilian electricity will soon implement the order delivery price (in order to increase the civilian electricity price in a disguised form) have buzzed with a wave.
The price of coal is hanging upside down to the point where it is today, and the on-grid price has reached a point where it cannot be raised. Otherwise, the shortage of power supply from the end of the year to the Spring Festival will continue to deteriorate. Then it is the beginning of spring, the national dry season will be as close as possible, if you can't catch up to the on-grid tariffs before the end of the year, power companies through the "negative completion" to the government "forcing the house" is not only difficult to change but will only intensify.
There is no doubt that the increase in on-grid tariffs, either directly or indirectly, will exacerbate the difficulties of SMEs' production and operation. However, since the decision of the State Council's executive meeting to launch the "helping the small" decision in the middle of last month, a series of policies to reduce the tax burden and expenses of small and medium-sized enterprises have been introduced. This provides the "hedging space" for the NDRC to increase the on-grid tariff by diluting public pressure.
The implementation of ladder electricity prices for civilian electricity is also showing signs of being on the strings. As a result, the ladder price was originally planned to be pushed across the country in the second half of the year before. It was only because inflation was so fierce that SMEs were showing collective operational difficulties. The NDRC dared not at this moment “fuel the flamesâ€, causing a drag on the ladder price. Drag again. The status quo is that the CPI has been retuned for four consecutive months from July to October, and the CPI for the last two months of the year is likely to continue to “inertially declineâ€, which means that the time window for increasing the price of civil electricity in disguise has been opened. If we do not hold the fleeting price adjustment opportunity at this time, it will be hard to say if we drag it to the beginning of next year.
In addition, once the ladder price is implemented, it also has an explanation for the grid operator, which means that the three on-grid tariffs raised by the rumors have been raised, and the NDRC is likely to choose to increase the 2.4-point version. Even considering that "long pain is worse than short-term pain," it is not impossible to directly adopt a version with a 4-point upward adjustment.
To sum up, the electricity price has been adjusted and the machine has no suspense, only the electricity price reform is still far in the future. Today, the market price of thermal coal has reached a "seven points." The remaining "three points" is nominally controlled by the National Development and Reform Commission. By issuing administrative instructions, the state-owned large-scale coal enterprises are bound to lower the market price by about 100 yuan per ton to ensure "general distribution" of coal for power generation. However, even though the NDRC has applied all its strengths and weaknesses to force large-scale coal companies to focus on the overall situation, the batons have become increasingly unsatisfactory. The fact that coal-fired warfare is not fighting the rules is the best proof of "not good." What's more, most large-scale coal companies are listed companies or even overseas listed companies. If the NDRC “is too tough to sellâ€, the pressure of public opinion on “turning coal prices back on reforms†will also be too high. Obviously, for coal companies and power companies to get their place in the market, the only “unveiling†means is to abandon government regulations so that coal prices and electricity prices are determined by their respective supply and demand relations.
However, the market shocks and social shocks that electricity prices bring with the market are far greater than people think. The reason is that the huge “overflow gains†generated by the long-term distortion of electricity prices have long been “overwhelmed†by the profits of electricity companies and people’s daily lives. It is shaped like an alternative vested interest. When interests are conveyed, everyone thinks that they should enjoy the cheese. Once the cheese needs to be re-cut due to price changes, that resistance and the economic and social consequences of starting the whole body, he said that the National Development and Reform Commission has slammed the cheese. The central government behind it can only think twice. Therefore, in the face of tangled electricity prices and "coal and electricity conflicts," the Development and Reform Commission, which is in the midst of economic, people's livelihood and power price reforms, can only continue to play the role of "maintaining president". Therefore, a senior electrician believes that “the price of electricity will not be fully marketed in at least five yearsâ€, although it may seem pessimistic, it is not a joke.
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