Price increases as "emergency" type of solution can only be temporary solutions thirst, a temporary solution. Only the deep-seated power system is the root of the problem.
Popular social issues of glue stick concern the huge loss of thermal power plants once again to the end of a paper prices the NDRC document finishing, thus solve the problem of coal top cow in the "second five" start in the first year has ended.
By 3 cents price rise is expected in 2012 will give new thermal power of about 122.4 billion yuan of business revenue, on the contrary gave the industry added about 900 billion cost of electricity.
Among them, the power-hungry aluminum,glue gun the price has been the last straw as it profits from 700 yuan / ton compression to 200 yuan / ton, 70% of the profits are eaten up the price , a new round of high energy-consuming industries survival of the fittest is about to begin.
A number of industry experts believe that this "emergency" type of solution can only be temporary solutions thirst, a temporary solution, the power system of market-oriented reforms is the fundamental way to solve current problems.
Price increase by 3 points
The industrial added electricity costs 90 billion
Therefore, times 3 cents of the price rise is expected to give the entire industry in 2012, close to hundreds of billions of additional costs.
Total annual electricity consumption in industry accounted for 70%, according to CEC data, the national electricity consumption in 2011 is expected to reach 4.7 trillion kwh, meaning that the middle of industrial electricity consumption will reach 3.46 trillion kwh or so.
Pursuant to State Grid Corporation of Development Planning Division Lu Jian, deputy director of the "second five" average annual consumption growth rate of 8.6% for 2012, the country's industrial electricity consumption is expected to reach 3.76 trillion kwh or so. Thermal power was up 3 cents per kilowatt-hour, then to the 900 billion yuan of industrial added electricity costs.
Among them, the heavy industry accounted for the proportion of industrial consumption about 80%, the new round of price increases will include steel, aluminum, copper and other heavy industry increased more than 700 billion cost of electricity.
This part of the additional cost of the power-hungry aluminum industry is undoubtedly worse. The same market is not good steel industry, the pressure from rising electricity prices is relatively small.
Shanxi TISCO Securities Representative Zhangzhu Ping said in an interview, if the electric furnace, you must use a lot of electricity to heat, electricity more. The multi-purpose converter TISCO, electrical machinery and equipment only, not to heat, so less electricity. Price increases the burden on enterprises, but not great.
Also pointed out that the cost of the steel industry, the main raw material comes from iron ore, electricity, the pressure is not great.
Benefit-fired power
Over billions in new revenue
Price adjustment after the previous thermal power, coal prices go up is different from the thermal power price adjustment in the new round of research department of CITIC Securities analyst Wu Fei power seems difficult to continue the coal turns up, is expected to end uncertainty thermal power will be improved profitability .
And therefore the second 3-cent price rises are expected in 2012 for the thermal power industry added more than 100 billion revenue. If the country in 2011 the total electricity consumption 4.7 trillion kwh, 8.6% average annual growth rate of electricity consumption to calculate the total electricity consumption in 2012 is expected to reach 5.1 trillion kwh, of which rose 3 cents so times , thermal power companies will add revenues of approximately 122.4 billion yuan or so.