The Coal And Electricity Dilemma Has Been Upgraded To &Nbsp; Some Electricity Companies Have Abandoned Electricity Generation.

Accompanied by coal

Not a few

Power generation enthusiasm of power enterprises

"Now the coal belongs to the seller's market, although the price has gone up, we have to look for coal everywhere, but the power plant can produce, otherwise the loss will be even more serious."

The reporter telephoned Changyuan electric power (000966, SZ) relevant personage, "do not produce deficit, produce more same loss."

The controlling shareholder of the company is Guodian group, whose coal demand is mainly supplied by Guodian fuel company, another subsidiary of the group.

As for the price, the other side said that different subsidiaries within the group have their own interests, and prices will not be much cheaper.

*ST Xiang longface chose to abandon electricity and focus on chemical products because of the rise of coal prices and the shortage of supply.

"Power generation accounts for a small proportion of the company's business. It is not worthwhile to generate electricity and lose money. Now it basically does not produce electricity. The company also uses electricity from the power supply network."

As for the larger proportion of thermal power in the company's operation, while the enthusiasm of generating electricity is decreasing, other business projects have become the choice of most enterprises.

7.81,0.00,0.00% (000899.SZ) and Jiangxi Jiangxi Guangdong Expressway (5.54,0.00,0.00%) highway Co., Ltd. cooperate to build Jiangxi Guangdong Expressway, and develop expressway operation projects.

"At present, the profitability is good, which can alleviate the current situation of main business thermal power losses."

The reporter telephoned the company's deputy director Li Sheng Yi.

According to public information, the main business scope of Gannan shares is firepower and hydroelectric power generation.

At the same time, the company actively stepped into the basic industries and high-tech fields such as Luqiao, and realized the appropriate diversification in the investment field.

"Jiangxi belongs to the poor coal province, and coal is mainly pported from other provinces.

The cost of generating 90% now comes from coal purchase.

The manager of Gannan shares regrets that the company has reduced the cost of personnel, depreciation and other expenses to a minimum.

Management strictly controls other costs, but the state of loss is still hard to change.

Jiangxi is also one of the earliest provinces of coal shortage this year.

Coal mine consolidation aggravate thermal power tendencies

"Most of the small coal mines that are integrated are not on the right track of sales, and production is usually not included in official coal statistics.

At least half a year after integration, it will not be used for production in the stage of technological pformation. "

A coal industry researcher said in an interview with reporters, that is to say, coal production after integration is lower than that before integration.

Thermal power

It is reported that the national energy board has urged all localities to work out plans and plans for accelerating the merger and reorganization of coal mining enterprises, which must be reported as at the end of April and should not exceed the first half of the year.

In addition to Shanxi and Henan, the nationwide coal consolidation work has begun.

Yu Hong, a Datong Securities Research Institute, believes that the short term consolidation will bring greater pressure to raw materials in the downstream thermal power industry. If there are more mines in the big mine, the supply of electric coal will be even more intense.

Such inference is due to the drastic coal integration of Shanxi in 2009.

Up to now, the number of mines in Shanxi has decreased from more than 4 thousand in 2005 to about more than 1 thousand.

Nearly more than 3 thousand mines that have been integrated have not been put into production for an average of one year.

"At the time, including Shanxi, there was a tight supply of electricity, and power plants were looking for coal everywhere."

Yu recalled that up to now, many of the integrated mines are still undergoing technological pformation.

The occurrence of mine accidents will directly lead to the shutdown and rectification of the accident mines. Especially for large mines, the longer the rectifying time will affect the output, the supply of electric coal will be affected, and then the power enterprises will be affected.

The strong demand for electricity and the undiminished economic development should be a good thing for the electric power industry, but now it has become a burden.

In 2011, the China Electric Power Enterprise Federation pointed out that in 2011, China's electricity consumption is expected to be around 4 trillion and 700 billion kwh, and the gap is 30 million kilowatts.

Among them, the consumption of electricity for the first time exceeded 300 billion degrees in February.

Electricity consumption in the first quarter was 10911 billion kwh, an increase of 12.7% over the same period last year.

Electricity consumption is high, but coal storage in thermal power enterprises is getting thinner.

According to the China electricity and electricity report, as of mid April, 53 million 110 thousand tons of coal in key power plants in China will be available for 14 days, only one day higher than the end of 3.

In April, the demand for electricity coal was also low.

"The price is high, it is not easy to run coal, and the amount of coal can not go up."

Deputy director general of Jiangxi Energy Co., Ltd.