"Hard lack of electricity" heavy to worry
The loss of the power plant under accumulation effect, in 2011 the power consumption growth ten times as much as in the power generation units investment growth, from this down, starts leads to "soft lack of electricity" will be installed leads to the evolution of the "hard lack of electricity"
Within five years, shanxi thermal power investment glue gun situation happened changed fundamentally.
A power industry in Shanxi Province for years senior told the finance and economics "reporter, the" eleventh five-year plan ", the sitting MeiDuiShang provinces, the thermal power investment enthusiasm. Back then prevalent phenomenon is, first power construction, cause is already the case, then sync to the national development and reform commission to apply for flagging (development and reform commission approval power plant construction of written instructions to a subordinate),glue stick to be formally reply after project will test grid, two or three months later goes straight official operation.
But now, "everything changes". In late December of 2011, shanxi provincial government called the relevant person in charge of the province of taiyuan thermal power enterprise mainly in the meeting. The topic is "the power", to realize smooth for the winter, head of the political also criticized some thermal power enterprise holds flagging but a slow construction of phenomenon, reprimanded the behavior increased power supplies.
Power generation enterprise delegates at the meeting, though without comment, but their complaints a little less than the government. A attendees to the finance and economics "reporters, in the present situation," the completed all the power more losses, who dare throw new project ". But, can you get new power plant is flagging the precondition of the formal operation, "good policy once, should spur on thermal power investment, and then to fight for, will slow flagging one step", so most of the enterprise choose to watch and wait conditions improve, but at the same time didn't give up the effort for the flagging.
The government and the enterprise each have appeal, the result is a thermal power investment declined year by year. In the report released report couplet additionally, 2011 years ago, 11 months, the national new start power-generation scale than the same period last year to reduce 12.16 million kw, including new thermal power construction scale than the same period last year to reduce 10.36 million kilowatts. By November 2011, thermal power under construction scale than the same period last year to reduce 13.46 million kilowatts, and since 2011 under construction scale continuous in thermal power under 70 million kw, the report also points out, "eastern and central China most provinces power-generation growth slow, obviously lower than the whole society for the future growth of power consumption, power supply and demand balance will cause bigger impact."
This situation, many of the industry are surveyed expressed concern about: if thermal power investment long-term depression, had troubled electric power industry of nearly 50 years "hard lack of electricity" (installed disadvantage) will return to the earth of the situation.
Coal electricity contradiction the worst-hit areas
Caijing journalist in Shanxi Province, said the survey of 2011 in Shanxi Province power generation equipment total installed capacity of 50.35 million kw (more than nine become thermal power), the unit of about 35 million kw province, Shanxi Province and the whole of the biggest electricity load of 22 million kw. Theoretically speaking, the installed capacity can support province electricity load. But now facing winter peak, "the power" has become one of Shanxi Province power administrative supervision and related departments to top priority.
By November 2011 before the electricity price rise, Shanxi Province most of the thermal power enterprise capital chain has a tight situation state. From January to October 2011, Shanxi Province power generation enterprise of 57 the total loss 3.39 billion yuan, including thermal power enterprise 48 home, 36 home losses, losses amounting to $4.548 billion, the other 12 home for coal and CBM associated power generation, power plant and other forms of pithead power generation enterprise. Average convert down, Shanxi Province is about 3.8 points loss power/KWH.
Electricity price rise also can only let part of the power plant JianKui rather than putting realization. In the electricity price adjustment before, Shanxi Province is located in the central power loss of most serious, 13 main power plant average loss rate home about five points/degrees to 6 points/degrees, and introduce the power plant is still average losses after two points/degrees to 4 points/degrees.